The National Pension
& Institutional Investor Summit

Prior to joining Michael Best, Marianne served as General Counsel to the Texas Treasury Safekeeping Trust Company for more than 13 years. In that capacity she was responsible for analyzing, reviewing, negotiating, and managing investments and other agreements for investing state funds. She also served as a voting member of the investment committee. The Trust Company has an AUM greater than $65B and invests in all asset classes including private equity, real estate, hedged equity, and fixed
income. Marianne led the Trust Company’s legal team for its investments in more than 300 funds located in the U.S. and throughout Europe and Asia, including providing legal analysis of more than 90 venture capital, biotech, and life science companies in the Emerging Technology Fund where she assisted in devising new strategies to maximize the state’s return. Marianne participated on the management team and was involved in making the appropriate decisions for the portfolios including redeeming from funds and repositioning as needed. Marianne also collaborated with members of the Texas State Legislature to draft key legislation to structure financing alternatives for public welfare and economic development projects.
Marianne has served in a number of other high-profile positions in Texas state government, including roles as General Counsel for the Commissioner of Insurance, General Counsel to the Senate Committee on Health and Human Services, and Assistant Attorney General for tax, financial, and related cases.

Ms. Joanne Yee, CFA, joined Apollo in 2016 as a Product Specialist on the Client and Product Solutions team and is responsible for helping to grow the liquid end of Apollo's credit platform by introducing new products, supporting their growth, keeping the sales force informed and presenting opportunities externally to prospective investors, consultants and other parties. Prior to that, Joanne was a Director in the Credit Product Strategy Group at BlackRock from August 2011 to August 2016. Prior to that, Joanne worked in the
Institutional Client Business Group at BlackRock from August 2003 to July 2011.

John Thompson has been the President of the National Society of Institutional Investment Professionals since founding the organization in 2006. In July 2012, he was named Executive Director with responsibilities that include coordinating the organization’s annual Summit. He retired, June 2012, after 38 years with Energy Future Holdings, including more than 25 years of pension investment experience. He was responsible for managing all the company's external trust funds including defined benefit
plans, defined contribution plans, various non-qualified plans, and nuclear decommissioning trusts totaling $4.5 billion in assets.

Collin Geninatti is the Manager of Asset Management at American Airlines. In this role, Collin has investment oversight for all of the company’s investment plans including $12.5 billion in defined benefit plans and over $20 billion in defined contribution plans which includes asset allocation and manager selection across all asset classes. Prior to joining American Airlines, Collin worked in home office research for both First Command and Edward Jones constructing model portfolios for these firms’ discretionary advisory programs. Collin earned his MBA from Texas Christian University and B.S. in Finance and Economics from Illinois State University. Collin is a CFA Charterholder and member of the CFA Society of Dallas Fort Worth.

Mr. Robert Hulme is the Deputy Director of Investment and Operations at Fort Worth Employees' Retirement Fund. Mr. Hulme is responsible for management and oversight of investment portfolio, benefit programs, professional advisors, and legal counsel at the system. He previously served as the system's Interim Executive Director and Chief Investment Officer.

Ryan graduated with a BA in Economics from Bucknell University in 1996. He has 20 years' experience in the financial industry, most recently serving as Director, Institutional Marketing at The Boston Company. He joined Baillie Gifford as a Director in 2017 and is responsible for the Institutional business and is based in New York. Ryan holds FINRA series 7 & 63 licenses and carries the CAIA designation.

Rick is the Chief Executive Officer of Funston Advisory Services LLC (FAS). Since 2010, Funston Advisory Services has performed numerous reviews of public retirement systems' governance, strategy, risk, operations, compliance and control. FAS also provides related fiduciary consulting services and board and executive education. Since founding Funston Advisory Services in 2010, Rick has led a series of assignments with
major public retirement systems, including the New York City Bureau of Asset Management (BAM), the South Carolina Public Employee Benefit Authority (PEBA), the South Carolina Retirement System Investment Commission (RSIC), the School Employees Retirement System (SERS) of Ohio, the New York State Common Retirement Fund (NYS CRF), the Oregon Investment Council, and the California Public Employees' Retirement System (CalPERS).

In his current position as Director of Pension Fund Investments for the Dallas Fort Worth International Airport, Bryan is responsible for oversight of the $625 million pension portfolio. Prior to DFW, Bryan was part of the investment team responsible for the $2 billion portfolio of the Fort Worth Employees Retirement Fund. Prior to Fort Worth, he spent six years as a private wealth manager with several bulge-bracket investment firms including Morgan Stanley, TD Waterhouse, and JP Morgan Chase in
Oklahoma City, OK. Bryan is a CFA Charterholder and CAIA Charterholder. He is a member of the CFA Institute, the CFA Society of Dallas/Fort Worth, the CAIA Association, the Texas Hedge Fund Association, and the National Society of Institutional Investment Professionals. He is also an Adjunct Professor of Finance at the TCU Neeley School of Business. He received his BS in Finance from Oklahoma State University and his MBA from Texas Christian University. In his spare time, he enjoys reading, teaching, and spending time with his family. Bryan and his wife Sunny have two children and live in Fort Worth.

Kathryn is the Head of Investor Relations for Trive Capital. She is responsible for maintaining and enhancing relationships with Trive investors, strategically evaluating the institutional landscape, and cultivating relationships with potential future investors.
Prior to joining Trive Capital, Kathryn was VP of Business Development for Silver Oak Services Partners, a Chicago-based private equity fund focused on lower middle market services companies. Prior to Silver Oak, Kathryn was Director of Investor Relations and Business Development at Black Maple Capital, an event-driven hedge
fund, and Stark Investments, a global multi-strategy hedge fund, both based in Milwaukee, Wisconsin. Kathryn began her career as the Director of U.S. Operations for UJAM, Inc., a cloud-based music technology start-up company, in San Francisco, California.
Kathryn received a Master’s degree in International Relations from Cambridge University. She also holds a Bachelor’s degree, Summa Cum Laude, in Music Composition and East Asian Studies from Vanderbilt University.

Mr. Needle's duties as Chief Legal Officer at HFRRF include legal issues involved in every part of the Fund's structure and operations. These duties range from advising the HFRRF board on benefits eligibility determinations to analyzing and negotiating complex investment arrangements such as HFRRF involvement in private equity partnerships, drafting and advancing legislation and performing many of the varied duties a chief legal officer or general counsel for a small corporation would perform. Mr. Needle is also in charge of assigning and managing outside counsel when needed.
Prior to assuming his duties with HFRRF in the fall of 2000, Mr. Needle was Associate General Counsel and then Deputy General Counsel for Texas Association of Counties (TAC) for nearly ten years, acting as counsel on both internal corporate and statewide legal, political and planning issues. At TAC, Mr. Needle also gained experience in management of statewide self-insurance pools, in claims, insurance coverage and liability issues concerning local government and in counseling boards of trustees and administrators. Before his employment with TAC, Mr. Needle practiced law with a private law firm in Austin, Texas, representing cities and other local governments in a variety of state agency - related matters and in the courts. Mr. Needle's first job as a licensed attorney was with the Texas Fourth Court of Appeals in San Antonio, Texas. Mr. Needle holds Bachelor's (magna cum laude) and Master's of Arts degrees from Wesleyan University, Middletown, Connecticut. He is a graduate of the University of Texas at Austin School of Law. Mr. Needle is licensed to practice in the Texas courts, the United States District Courts for the Southern, Northern and Western Districts of Texas, the United States Court of Appeals for the Fifth Circuit and the United States Supreme Court. Mr. Needle is a fellow of the College of the State Bar of Texas, a member of the Houston Bar Association, the American Bar Association, the National Association of Public Pension Attorneys, the Texas Association of Public Pension Attorneys and the Texas Exes.

Michael joined NEPC in 2014 and is responsible for supporting the firm’s public fund clients with ESG integration, investment structure and modeling, market reviews, manager searches, asset allocation, and technical projects. Michael sits on the firm’s Impact/ESG Investment Committee and is responsible for contributing to the firm’s efforts in ESG integration across the research and consulting practice groups. Prior to NEPC, Michael worked at State Street as an Assistant Vice President in the firm’s investment analytics department. Michael earned a H.B.A. from the University of Toronto.

Mr. Campbell joined BHMS in 2017 from SRI Research Group, where he was the president of the consulting firm, focused on assisting companies with their corporate disclosures and corporate sustainability reports. Before founding the SRI Research Group, Mr. Campbell managed the sustainability and investor relations efforts for AECOM and Denbury Resources Inc. His investment career includes serving as a senior analyst/sector PM for Wells Capital Management and as an investment
management senior consultant for FactSet Research Systems. Mr. Campbell earned a BA from Franklin and Marshall College and an MBA from the Cox School of Business at Southern Methodist University.Tim Barrett, Associate Vice Chancellor & CIO, Texas Tech University System.

Jamil joined True North Advisors in 2019. As a Senior Investment Analyst, his duties include manager research and due diligence across multiple asset classes with a focus on alternatives and private equity investments. In addition, Jamil assists with portfolio construction, client portfolio management and communicating investment ideas to clients.
Most recently, Jamil worked at GuideStone Financial Resources as the primary Senior Investment Analyst over private market investments. He was responsible for building out the private equity investments pipeline for institutional client and corporate asset portfolios. Jamil’s main activities included sourcing, due diligence, investment selection, and comprehensive quantitative and qualitative analysis on private market opportunities. He also spent time as an analyst overseeing trading and assisting with portfolio construction for Guidestone’s mutual fund strategies.
Jamil began his career at Wells Fargo where he worked as a Senior Structured Products Analyst modeling RMBS and CDO bond issues and as a division-wide trainer for new hire analysts. Jamil also worked several years for JPMorgan in their mutual fund pricing group as an Investment Data Associate.
Jamil holds a Bachelor of Arts degree in American Government from the University of Virginia and a Master of Business Administration degree from the Keller Business School of Management. He is a CFA® charter holder and a member of the Chartered Alternative Investment Analyst Association®.
Jamil likes to stay active and learn new things. He particularly enjoys playing basketball, reading, and watching movies with his wife and two daughters.

Joe is Senior Vice President, Chief Investment Officer with HighGround Advisors. Joe has over 23 years of institutional investment experience, with over 18 years managing endowment and planned giving assets for charitable nonprofit institutions. He leads a ten-member investment team responsible for managing HighGround Advisors’ $2 billion in assets under management. His background includes strategic asset allocation policy,
distribution and spending policy, asset class strategy, manager research and selection, portfolio construction, risk management, performance measurement and attribution, and oversight of the firm’s consulting and custody relationships.
Before joining HighGround Advisors in 2001, Joe worked for J.C. Penney Company, Inc., where he led the company’s investment activities for its qualified defined benefit, defined contribution 401(k) and health and welfare benefit plans totaling more than $7.5 billion.
Joe holds an MBA from the University of Texas at Dallas and a BBA from Baylor University. Joe has served on the Investment Committee of the Circle Ten Boy Scout Council’s Foundation since 1996 and is a founding member of the National Society of Institutional Investment Professionals,

Fred Speece is a founder of Speece Thorson Capital Group, Inc., a long-term, fundamental investment management firm focused on companies that it deems to be well managed, financially powerful and at attractive valuations in the mid and small capitalization area of the equity market. He is past chair of the Board of Governors of the CFA Institute, Board of Trustees of the CFA Institute Research Foundation, Institute of Chartered Financial
Analysts and Financial Analysts Seminar. The CFA Institute awarded him with the Alfred C. Morley Distinguished Service Award and the C. Stewart Sheppard Leadership Award. The CFA Institute Research Foundation inducted him into the Leadership Circle. He is a former trustee emeritus of the CFA Institute Research Foundation. He has been an adjunct faculty member in the Graduate School of Business at the University of St. Thomas and the University of Minnesota. He holds a B.B.A. from Ohio University, an M.B.A. from Western Michigan University and is a CFA Charterholder and member of the CFA Society of Minnesota. Fred frequently speaks on investing at CFA Institute conferences and local analyst societies around the country.

Dory A. Wiley CFA CPA CVA is President & CEO of Commerce Street Holdings, LLC, and the holding company for Commerce Street Capital, LLC (CSC), a FINRA- regulated broker/dealer and Commerce Street Investment Management, LLC (CSIM), an SEC-registered investment advisor. Since co-founding the firm in 2007, his primary focus has been the management and growth of the broker dealer and the creation of investment funds that specialize in financial institutions and related products. Mr. Wiley is frequently quoted in the media, and regularly speaks regarding corporate finance,
asset allocation and alternative investments. Mr. Wiley serves on the Boards and Investment Committees of CSIM's investment funds. Those funds have included SBICs (Independent Bankers Capital Fund), Bank Hedge and Private Equity funds (Keefe Managers, Keefe Partners, Keefe Rainbow Partners, Service Equity Partners, Genesis Partners, and Commerce Street Financial Partners) and debt funds (Commerce Street Income Partners I and II). He formerly served as a member of the Board of Trustees of the Teacher Retirement System of Texas, an approximately $100 billion pension fund where he was Chairman of the Investment Committee, Chaired the Alternative Assets Committee and served on Compensation, CIO recruiting, Audit, and Government Committees. While there, TRS went from a bottom quartile performer to the number one ranked public pension fund in the country in its asset size group. Mr. Wiley has over 25 years of experience in commercial and investment banking and investment management. Prior to his current position with Commerce Street, Mr. Wiley was President of SAMCO Capital Markets, LLC, which he joined in August, 1996. Prior to SAMCO, he was Vice President and Manager of the Financial Institutions Group at Rauscher Pierce Refsnes, now RBC Capital Markets. Mr. Wiley often lectures on bank-related topics for universities, seminars and conferences. He has testified as an expert witness on bank and securities valuations, and has written articles for various periodicals. He has also been an advisory board member to numerous small banks throughout the country. He is a member of the AICPA, Texas Society of CPAs, the Dallas Society of Financial Analysts, the National Association of Certified Valuation Analysts, and the CFA Institute. He holds Securities licenses 24, 7, 63, 66 and 65 and is currently serving on a FINRA regulatory committee. He is a member of the National Association of Corporate Directors and also serves or has served on several charitable boards/advisory boards including the Liberty Institute, the Cotton Bowl Committee, Texas Tech Red Raider Club, the Texas Tech Rawls School of Business, the Texas Tech Foundation Board, the Baylor Health Care Systems Foundation, the SMU Cox School of Business mentor board, and the Lee Park & Arlington Hall Conservancy Board. Mr. Wiley received a BBA in Finance and Accounting from Texas Tech University, and an MBA from Southern Methodist University.