As Executive Vice President-Global Sales, Peggy Alford leads all of PayPal’s Commercial and Customer Success teams worldwide. In this role, Peggy brings extensive experience leading high performing teams across product development, finance and growth strategy. Peggy has thrived throughout her career by building and leading experienced and diverse teams. She fosters a culture of collaboration that allows teams to develop scalable and effective solutions. Peggy has held numerous senior leadership roles at PayPal, including Senior Vice President of Core Markets; Senior Vice President of People Operations; Chief Operating officer for Asia Pacific Region and Global Cross Border Trade; and Vice President and Chief Financial Officer for the Americas Region. In March 2019, Peggy returned to PayPal after two years as Chief Financial Officer and Head of Operations at the Chan Zuckerberg Initiative, a philanthropic organization. Prior to joining PayPal in 2011, Peggy worked at Rent.com, a national internet real estate listing service and former subsidiary of eBay Inc., where she served in positions of increasing responsibility, including President, General Manager and Chief Financial Officer. She currently serves on the Board of Directors of Facebook (NASDAQ: FB) and Macerich (NYSE:MAC). Driven by her passion to help others succeed, Peggy serves as an advocate for children, women, and minorities. Peggy was an honoree at the 2018 Culture Shifting Awards which recognizes leaders and pioneers of diversity. She holds a Bachelor of Science degree in Business Administration from the University of Dayton and is a Certified Public Accountant.
Darrel has served as President, BMO Wealth Management – U.S. since 2014. In this role he leads BMO Financial Group’s private wealth management businesses in the United States, including BMO Private Bank, BMO Family Office and BMO Investment Services. The U.S. wealth management business accounts for over $130 billion in AUM/AUA and provides the full complement of wealth management and family office services, delivered by a team of 1,000 professionals. Darrel has held a variety of leadership roles since joining BMO in 2004. He formerly served as Senior Vice President & Head of North American Integrated Channels, where he was accountable for developing and executing BMO Financial Group’s multichannel strategy to optimize distribution channel mix (e.g., digital, branch, ATM), performance and functionality in the United States and Canada. Other key roles include Senior Vice President & Head, US Business Banking; Regional President – Chicago Metro; and Head, Acquisition and Integration Group where he led the integration of 7 bank acquisitions. Before joining BMO, Darrel was a management consultant at McKinsey & Company. During this time, he led strategic engagements with Fortune 500 companies, with an emphasis on Financial Institutions. Darrel also held a variety of roles at the General Electric Company and Eastman Chemical Company, where he began his career. Darrel has a Masters of Business Administration (MBA) from Stanford University’s Graduate School of Business and a Bachelor of Science (Cum Laude) in Mechanical Engineering from the University of Tennessee, Knoxville. Darrel serves as an independent board director for Glatfelter (NYSE: GLT), a global B2B engineered materials supplier. He also is on the board of directors of BMO Harris Bank N.A., the board that governs BMO Financial Group’s principal banking subsidiary in the United States. Darrel’s civic involvement includes serving on the Board of Directors for the Art Institute of Chicago, the Children First Fund (the Chicago Public Schools Foundation), and Chicago United. He is a member of the Commercial Club of Chicago (Membership Committee), Economic Club of Chicago, and the Executive Leadership Council. Some of Darrel’s recognitions include 2020 Women In Capital Markets – Champion of Change, 2018 and 2016 Savoy Magazine’s “100 Most Influential Blacks in Corporate America”, 2009 Crain’s Chicago Business “40 Under 40” and 2007 Chicago United – Business Leader of Color.
Mr. Idehen is the firm’s Chief Operating Officer and is a member of the firm’s Operations Committee and Labor Impact Fund Investment Committee. He also serves on the ESG Committee and is chair of the Diversity, Equity and Inclusion Committee. Mr. Idehen oversees the firm’s Client Group, with responsibility for business and product development, marketing, and relationship management. Prior to joining GCM Grosvenor, Mr. Idehen held senior roles at Exelon Corporation, including Treasurer, Head of Investor Relations, and Managing Director of Exelon’s Investment Office. During his tenure at Exelon, he was responsible for leading the Treasury organization, developing key strategic relationships with external sources of financing, implementing the Investor Relations program, and leading and managing the Private Markets Investments Team. Previously, Mr. Idehen was a Senior Portfolio Manager at Intel Corporation where he was responsible for developing investment policy and strategy, conducting due diligence, and managing investment performance of public fixed income portfolios. Prior to working at Intel, Mr. Idehen held various positions at Lehman Brothers, J.P. Morgan Chase & Company, Streamline Capital, LLC, and Goldman Sachs & Company. Mr. Idehen received his Bachelor of Arts in Economics from Yale University and his Master of Business Administration from Harvard Business School.
Ksenija has been an active investor in the private equity industry for over 15 years. Before joining Aflac, Ksenija worked on the private equity investment team at Zurich Insurance, where she focused on primary fund commitments, secondary transactions and co-investments, covering private equity managers across the US and Europe. Ksenija also previously held the role of Vice President at Partners Group, a private markets investment manager. As part of this role she created and headed the Latin America investment team with responsibility for all direct, secondary, and fund private equity investments,. Ksenija obtained her Bachelor and MBA degrees from the NYU Leonard Stern School of Business.
Sam Austin brings over 30 years of investment experience to the firm’s Public Fund Consulting Practice. He manages our Western Region consulting activities from our office in Redwood City, California. Sam has offered consulting advice to public funds and corporate clients for 26 years. He is the Co-Chair of NEPC’s Diverse Manager Committee and a member of the firm’s Impact Investing Committee. Prior to joining the Partnership at NEPC in 2017, Sam was a Senior Vice President at FIS Group for five years, where he advised pension clients on the portion of their asset allocation dedicated to emerging managers. Sam contributed to manager selection decisions as a Voting Member of the Investment Committee at FIS. Previously, Sam worked for 10 years at Virtus Investment Partners where he held the position of Executive Managing Director. As a Member of the Virtus Executive Committee, reporting to the CEO, he was a key participant in the strategic planning and implementation for the spin-out of multiple boutique money management subsidiaries from Phoenix Insurance. Earlier in his career, Sam was a Principal at Barclays Global Investors. He also served as a Principal and Portfolio Strategist for Quantitative Equities at Bankers Trust Company in New York. Sam was the founding President of the New York Chapter of the National Association of Securities Professionals (NASP-NY), where he created the NASP-NY Trustee Education Seminar in 1994. His initiative to launch the NASP Finance and Scholastic Training Track (“FAST Track”) Program in New York has been adopted by other local chapters of NASP around the country and has introduced hundreds of inner-city high school students to careers in banking, finance and asset management. Sam was inducted into the NASP-NY Wall Street Hall of Fame in 2013. Outside of his vocation, Mr. Austin also serves as Executive Pastor of his local church in the San Francisco Bay Area. Sam earned his M.B.A. degree in Finance from the Questrom School of Business at Boston University and a Bachelor of Science degree from Boston University.
Kim Y. Lew is CEO of Columbia Investment Management Company which manages the endowment of Columbia University in the city of New York. Previously, she was the CIO of Carnegie Corporation of New York, the private grant making foundation founded by Andrew Carnegie in 1911 which she joined from the Ford Foundation. Lew started her career in the middle market banking group of Chemical Bank and following business school joined Prudential Capital Group. Lew graduated from the Wharton School of the University of Pennsylvania with a B.S in Economics and from the Harvard Graduate School of Business with an MBA. She is a CFA charterholder and has served as both a standard setter and grader. Lew serves on the Boards of Ariel Investment Management Mutual Funds, TIFF Advisory Services, and Girls Who Invest. She serves on the investment committees of the ACLU and National Gallery of Arts.
Eric Nilles, CFA, CAIA, AVP – Enterprise Investments, Heath Care Service Corporation (HCSC), joined the firm in 2009. HCSC is the parent company of Blue Cross/Blue Shield of Illinois, Texas, New Mexico, Oklahoma and Montana. In his leadership role, Eric develops and executes investment strategy for HCSC’s investment portfolios. In addition, Eric frequently leads strategic initiatives supporting corporate finance, capital markets, and broader business objectives. Previous experience at Chinatrust Capital, ABN AMRO Investment Management, and the Allstate Insurance Company spanned a range of industries, investment strategies, asset classes, and risk tolerances. Eric earned his MBA from Northwestern University (Kellogg).
Minoti is a Senior Investment Analyst working for the Pension Boards United Church of Christ (PBUCC) and United Church Funds (UCF) based in New York City. Minoti joined the investment team at the PBUCC in 2018. Minoti has over 15 years of experience in the financial services industry, most recently as a Senior Investment Officer at The Employees’ Retirement Fund of the City of Dallas and a Research Analyst at Neuberger Berman. Minoti received her BBA in Finance from the University of Texas at Austin and an MBA from the University of Chicago. In 2017, Minoti was named by Chief Investment Officer as one of the “Top 40 under 40”. She was also recently invited to a “Women on Boards” initiative and is a Founding Circle Member of Neythri, a global community of South Asian Professional Women.
Andrew Junkin is the Chief Investment Officer for the State of Rhode Island. He oversees the state’s defined benefit plan, the defined contribution plans, and the 529 program. Prior to joining Rhode Island, Andrew was the President of Wilshire Consulting and spent 25 years in various role in the consulting business.
Robert J. Manilla joined the Kresge Foundation in 2005 and is currently the Vice President and Chief Investment Officer. As a member of the executive team he is a partner in the development and implementation of the foundation’s strategy. Rob is also responsible for the investment of the Foundation’s $3.5 billion endowment and for the management of the investment office and its staff. Prior to joining the foundation in 2005, he spent twenty years at Chrysler. During his tenure in the auto industry, he held management roles in product development, sales & marketing, manufacturing, international operations, capital markets and asset management. He is an alumnus of Oakland University and the University of Detroit-Mercy. In 2013 and 2014, he was named one of the 100 most influential global institutional investors by aiCIO magazine. In 2012, Mr. Manilla was named large foundation CIO of the year by Institutional Investor magazine. He serves on the board of directors of Bedrock Manufacturing, William C. McGowan Charitable Fund and Venture Michigan Fund. He serves on the investment committee of the Boeing Corporation, CHE/Trinity Health, Detroit Institute of Arts and the Detroit Riverfront Conservancy. He is also on the Board of Visitors for the Oakland University business school.
Reggie Sanders is Director of Investments for the W.K. Kellogg Foundation, reporting to the Chief Investment Officer. In his role as a member of the foundation and the W.K. Kellogg Foundation Trust investment team, Mr. Sanders is responsible for investment policy and strategy, portfolio management, investment research and external manager due diligence across asset classes. Prior to the W.K. Kellogg Foundation, Mr. Sanders was Manager of Pension Investments for Eastman Kodak Company, where he was primarily responsible for managing the alternative asset classes, which included the hedge fund and illiquid investment programs, for the company’s U.S., U.K., and Canadian pension plans. Prior to Eastman Kodak, Mr. Sanders was an equity research analyst for AEW Capital Management. Mr. Sanders also has prior equity research analyst experience with both T. Rowe Price Associates, Inc. and GW&K Investment Management. Additionally, Mr. Sanders was a utilities industry analyst for A.G. Edwards & Sons, Inc. Mr. Sanders holds a Bachelor of Science degree in accounting from Florida A&M University and a Masters in Business Administration from Harvard Business School, where he was a Robert A. Toigo Fellow. Mr. Sanders has previously served in the Office of President for the Toigo Alumni Association. Mr. Sanders currently sits on the State of Michigan Investment Board, which oversees over $100 billion in defined benefit and defined contribution assets for the Michigan Retirement Systems, and on the Investment Advisory Committee of the $3 billion Harry and Jeanette Weinberg Foundation in Baltimore, Maryland.
Unmi Song is President of the Lloyd A. Fry Foundation, a private foundation that supports nonprofits serving low-income communities in Chicago. The Fry Foundation focuses its grantmaking in the areas of Arts Learning, Education, Employment, and Health. Across all of its funding areas, the foundation’s focus is on helping organizations: Build capacity to enhance the quality of services and better assess the impact of programs; Develop successful program innovations that other organizations in the field can learn from or adopt; and Share knowledge so that information which can help low-income communities and individuals is widely and readily available. The Foundation is especially interested in testing new ideas that will advance knowledge or practice in the fields in which its grantees work. Addressing needs of the Chicago community since 1983, it has assets of $200 million and awards $8 million in grants annually. Ms. Song received a B.A. in Economics from the University of Chicago and continued her education at the University’s Graduate School of Business, obtaining an M.B.A. in Finance and International Business. Ms. Song was a vice president of Bankers Trust Company and held positions at Citicorp Investment Bank in New York City, at the First National Bank of Chicago and at Gold Star Tele-Electric Company, in Seoul, Korea. Prior to joining the Fry Foundation, she directed the Employment grantmaking program focused on job training and welfare policy issues at the Joyce Foundation. Ms. Song has many affiliations with philanthropic and nonprofit organizations. She was appointed by President Obama to serve on the President’s Advisory Commission on Asian Americans and Pacific Islanders. She currently serves on the board of Metropolitan Planning Council. Prior board service includes the Alliance for the Great Lakes, Forefront (Donors Forum of Illinois) and Asian Americans and Pacific Islanders in Philanthropy. She has served as board chair for Asian Americans Advancing Justice, a national civil rights organization.
Mr. Alphonse is a Senior Partner for The Vistria Group and co-leads the Education Practice. He currently serves on the Board of Directors of Edmentum, FullBloom and MSI Information Services and is a former Board member of Penn Foster. He also serves as a board member to P33 Chicago, Window to the World Communications, Inc. (WTTW) Chicago’s PBS Affiliate), the University of Chicago Medical Center, and College Possible Chicago. Previously, he served as commissioner (Mayoral appointee) with the Chicago’s Community Development Commission and as a trustee and member of the Executive Committee for the Roxbury Latin School in Boston. Prior to joining Vistria, Mr. Alphonse was a Principal at Sterling Partners, where he focused primarily on investments in education companies. He previously served as a director for Educate, Inc., Educate Online and Infilaw Holding, LLC. Prior to Sterling Partners, Mr. Alphonse worked at Knowledge First, Thomas Wiesel Partners and investment firms McCown De Leeuw & Co., and Musa Capital Advisors Ltd. (Kingdom Holdings). He started his career as an investment banker with Morgan Stanley & Co. Mr. Alphonse received an A.B. from Harvard University and an M.B.A. from the Stanford Graduation School.
Jim Casselberry has over 30 years of experience in investing, impact investing, investment management and investment consulting. Jim is the Chief Investment Officer at 4S Bay Partners, LLC with the primary focus being on market, impact and mission related investing. Jim is a board member at the Julian Grace Foundation and on the investment committee. Jim is also a board member of Arc Chicago, LLC, the appointed board of Benefit Chicago. Benefit Chicago is a collaboration between The Chicago Community Trust, the John D, and Catherine T. MacArthur Foundation, and Calvert Foundation. Jim is the board chair of Los Angeles Cleantech Incubator (LACI). Jim has written several white papers, most recently “Why Not the Best? Capturing Alpha from a Long-Neglected Market.” Jim has held senior roles at NexTier Companies, LLC and Dearborn Park Group, LLC (DPG), these firms offered strategic consulting advice to investment management and financial services firms. Prior to DPG, he was a principal at Ennis Knupp and Associates Inc. (Ennis Knupp, currently known as AonHewitt Investment Consulting, Inc) and served as the primary consultant and managed consulting assignments for some of the nation’s largest public pension funds, foundations and endowments. Jim also served as the leader of Ennis Knupp’s Emerging Manager Advisory Council and was head of the firm’s global equity research group, member of private equity research group as well as the fixed income advisory council. During his career, Jim has held leadership positions with Trias Capital Management, LLC, Wedgewood Capital Management, Inc. and The John D. and Catherine T. MacArthur Foundation. He began his career at First Chicago Corporation and Arthur D. Little Valuation, Inc. Jim has been an adjunct Professor at Valparaiso University teaching in the College of Business MBA program and the Lutheran School of Theology at Chicago. Jim sits on several philanthropic boards including Mosaic Genius, American Friends of Hebrew University, Morehouse College (Trustee) and the National Urban League (Trustee). Jim received a BS degree in economics from the University of Illinois and an MBA degree from the University of Chicago, Booth School of Business.
Alicia Glen is the Founder and Managing Principal of MSquared, and is a nationally recognized expert in impact investing, urban development, infrastructure finance, job creation and housing policy. She has spent her career creating and implementing innovative solutions to grow cities equitably. Previously, Alicia served as New York City Deputy Mayor from 2014-2019, where she was responsible for the Administration’s efforts to diversify its economy, invest in emerging industries across the five boroughs, build a new generation of affordable housing, and expand access to arts, culture and green spaces. She successfully implemented “Housing New York,” increasing the administration’s promise of providing affordable housing units from 200,000 to 300,000. In both 2017 and 2018, New York City broke the record of the most affordable units financed in a single year. Twice named “Most Powerful Woman in NYC” by Crain’s, Alicia was recognized for her astute business acumen, closing deals and getting the work done to keep New York City the commercial capital of the world. She initiated large scale planning efforts at Sunnyside Yards and Governors Island, led the rezoning of the Garment District and East Midtown neighborhoods, negotiated the financing for the Union Square Tech Hub and expansion of Google’s campus, established the Tech Talent Pipeline, and repositioned the City’s industrial assets to support modern manufacturing and film and TV production. One of her proudest achievements was the launch of NYC Ferry, linking emerging and legacy job centers and residential neighborhoods along the City’s reclaimed waterfront. She also launched women.nyc, the first municipally sponsored platform to give women the financial and programmatic tools they need to earn money, gain power and achieve success. Before being appointed Deputy Mayor, Alicia was Head of the Urban Investment Group (UIG) at Goldman Sachs and co-led the firm’s 10,000 Small Businesses initiative. Under her leadership, UIG catalyzed more than $5 billion of mixed-use development in cities across the country through equity, debt, and tax investment vehicles. UIG also invested in and structured innovative public-private partnerships, including the first domestic Social Impact Bond, CitiBike bike share, “New Lab” in the Brooklyn Navy Yard, the headquarters of the National Dance Institute at P.S. 90, and Teacher’s Village in Newark, NJ. From 1998 to 2002, Alicia served as the Assistant Commissioner for Housing Finance for New York City where she was responsible for financing market and affordable housing, as well as overseeing the City’s supportive housing, tax credit and tax incentive programs. Prior to that, Alicia practiced in the real estate groups at Fulbright & Jaworski and at Kalkines, Arky, Zall & Bernstein (now Manatt, Phelps), Alicia started her legal career at Brooklyn Legal Services. Alicia is the current Chair of the Trust for Governors Island, and Chair of women.nyc. She serves on the Boards of Common and Lex Markets. She is also an advisor to the Chan Zuckerberg Initiative and an adjunct professor at Columbia Business School. Alicia was a 2010 David Rockefeller Fellow and has also taught at the University of Pennsylvania School of Architecture, Planning and Design. She is a graduate of Amherst College and Columbia Law School.
Jonathan Grabel is the Chief Investment Officer (CIO) for the Los Angeles County Employees Retirement Association (LACERA). Mr. Grabel manages the $66 billion defined benefit pension fund on behalf of LACERA’s 165,000 members, including close to 62,000 benefit recipients. He also oversees the investments for the LACERA-administered $1.9 billion healthcare benefits program. Prior to LACERA, Mr. Grabel was the CIO for New Mexico PERA where he oversaw the investments for the agency’s $15 billion defined benefit fund and the associated PERA SmartSave deferred compensation plan. Previously, he was a general partner at Baker Capital, a private equity firm focused on growth-stage investments in technology, networking industries and digital communications. Earlier in his career, Mr. Grabel was an investment banker and licensed CPA (inactive). Mr. Grabel received his BS in economics from the Wharton School of the University of Pennsylvania and his MBA from the University of Chicago Booth School of Business.
Adrean Kreig, CPA, is an Assistant Manager of Equity Real Estate Acquisitions for the New York State Teachers’ Retirement System. Ms. Kreig joined the System in 2003. She is responsible for overseeing implementation of the equity real estate strategy through identifying, evaluating and underwriting new or additional equity investments. Prior to joining the Real Estate Equity team, Ms. Kreig was a supervisor in NYSTRS’ investment operations department, primarily involved in the oversight of public funds operations. Ms. Kreig received her bachelor’s degree in accounting from Siena College and her master of business administration from the University of Albany.
William (Bill) Lee is Senior Vice President and Chief Investment Officer for NewYork-Presbyterian Hospital, overseeing NYP’s $9.5 billion investment program including endowment, retirement and current assets, and managing the Office of Investments team responsible for all of NYP’s investment assets. Previously, Bill was Chief Investment Officer and Vice President of Foundation and Pensions Investments at Kaiser Permanente. There he served as chair of Kaiser Permanente Retirement Plans Investment Committee, and the Kaiser Foundation Investment Committee, since 2005. Bill oversaw approximately $78 billion in defined contribution, pension and foundation assets. He managed interest rate and foreign exchange risk for Bank of America’s global proprietary desks in the 1980’s, then left for eight years to work as a police detective. In 1994 he returned to Bank of America, where he helped develop equity and fixed income risk models before becoming Senior Vice President and Chief Investment Officer for Bank of America’s retirement plan investments. Bill served as Chief Investment Officer for the Levi Strauss Foundation and Red Tab Foundation assets as well as the Levi Strauss global pension plans. He is a Chartered Financial Analyst (CFA) and graduate of Harvard Business School’s Executive Leadership Program in 2010.
Kate Richard is the Founder, Chief Executive Officer and Co-Chief Investment Officer of Warwick Investment Group, a global investment firm investing capital on behalf of US and international pension funds, institutions and families in the real estate, energy and sports/entertainment sectors. Kate founded Warwick in 2010 and has been involved in all phases of Warwick’s development since its founding. Today the firm has 70 investment professionals in Warwick’s offices in London, New York, Hong Kong and Oklahoma City. In just over a decade, the firm has established a track record in strategic real asset consolidation, with over 1,100 transactions completed since its inception and approximately $2 billion in managed assets. Prior to founding Warwick, Kate invested in public and private investments for MSD Capital, Michael Dell’s private investment fund in New York. From 2007 to 2009, she invested in public and private debt and equity for Serengeti Asset Management, a multi-strategy investment fund based in New York.
Kate began her career at Goldman Sachs, working in real estate private equity and investment banking in New York, London and Paris. Kate previously served on the Board of Directors of Flotek Industries, Inc. (NYSE: FTK), Imerys, SA (EPA: NK), a Paris-based industrial conglomerate and Abraxas Petroleum Corp (NASD: AXAS). Kate graduated from Harvard College with a degree in History and a focus on post-colonial theory. Kate is a member of the US Humane Society, World Economic Forum (YGL), Young Presidents’ Organization (YPO) and US Figure Skating. She is a lifetime member of the Harvard College ’04 Executive Committee and the Harvard College Fund Associate Committee. She is a past lecturer at the Stanford Graduate School of Business and Harvard Business School and frequent market commentator on CNBC and Bloomberg TV.
Michael Buchman co-manages, with Yatin Patel, the Conrad N. Hilton Foundation’s investment team and portfolio. International hotelier Conrad N. Hilton established the grantmaking foundation that bears his name in 1944 to help people living in poverty and experiencing disadvantage worldwide. The Foundation has awarded grants to date totaling more than $2 billion, distributing $207 million worldwide in 2020. The Foundation’s investment team currently manages approximately $7.5 billion, as of end of year 2020. It seeks to provide returns to support the current and future needs of the Foundation. Because the Foundation was established to exist in perpetuity, the team takes a long-term view toward investments by building long-term partnerships with external money managers globally across different asset classes. Prior to joining the Hilton Foundation, Buchman worked in the areas of finance, real estate, and law at Broadway Partners, Citigroup Global Investment Bank, and the law firms of Fried Frank Harris Shriver & Jacobson, and Skadden Arps Slate Meagher & Flom. Buchman received a juris doctorate degree from the University of Pennsylvania Law School and a Master of Business Administration degree, and a bachelor’s degree in economics, both from The Wharton School at the University of Pennsylvania.
David Gilmore joined The Harry and Jeanette Weinberg Foundation in 2014 to help start and build their investment office. The Foundation has $3 billion in assets and makes $130 million in grant activity each year. The portfolio is invested across all asset classes including hedge funds, private equity, venture capital and real assets. David is responsible for the design and implementation of the Foundation’s strategic and tactical asset allocation, investment manager selection, risk management, and market research. Prior to joining the Foundation, David helped start The Ohio State University investment office in 2009 and served in several senior roles. The investment office was responsible for the investment management of the University’s $3.4 billion long-term investment pool. David was previously a partner at Gerber/Taylor Capital Advisors, Gerber/Taylor is an independent investment advisory firm. During his tenure the firm consulted on over $20 billion in assets and managed over $3 billion in discretionary fund of funds mainly focused on hedge funds and private equity investments. David earned his BBA from Baylor University and an MBA with a concentration in Finance from the University of Memphis. David holds the Certified Financial Planner™ professional (CFP®) designation and the Chartered Alternative Investment Analyst (CAIA) designation.
David Greenberg is the Chief Investment Officer of The California Endowment, a $4 billion foundation based in Los Angeles with a mission focused on issues affecting health and social equity. In this role, David is responsible for generating performance to fund the organization’s grants while also expanding the diversity of relationships with investment managers. Prior to joining The California Endowment in 2010, Mr. Greenberg was the head of absolute return strategies at the University of Southern California investment office and was an investment analyst and portfolio manager at JP Morgan Alternative Asset Management. David is a CFA charterholder and has an MBA from Indiana University and a BBA from the University of Iowa.
Andy has been in the investment industry for over 25 years in both Canada and U.S. in a variety of roles including plan sponsor, investment consultant and portfolio manager. He is currently serving as the Managing Director, Investments for the Toronto Transit Commission (TTC) Pension Plan, a $8 bln defined benefit plan. In this role Andy oversees all investment functions, including investment strategy, portfolio construction, due diligence, risk management and monitoring and managing the investment team. Prior to this Andy spent eight years at OPTrust, a $20+billion DB pension, primarily as Director, Public Market Investments overseeing $9bln in assets across equities, fixed income and hedge funds. Prior to OPTrust, Andy worked as Northern Trust Asset Management in a portfolio manager and manager research capacity for their Outsourced Chief Investment Officer (“OCIO”) business, managing discretionary portfolios. Prior to that he spent three years at the University of Wisconsin Foundation, as part of a team that managed over $2.5 bln in endowment, pension and operating assets. He also has worked at Willis Towers Watson and Morgan Stanley. He holds an M.A.in Applied Economics from Binghamton University and a B.A. in Economics from Ithaca College, the Certified Investment Manager (CIM) and Chartered Alternatives Analyst (CAIA) designations, and is a member of the CFA Institute, CFA Society of Toronto and Chicago, and the Pension Investment Association of Canada. Andy is also on the Investment Committees for the United Church of Canada and York University Pension Plans.
Nickol Hackett is Chief Investment Officer and Treasurer at the Joyce Foundation, a private foundation advancing policy in the areas of education, democracy, environment, justice reform, and culture. Ms. Hackett is part of the executive leadership team and partner in the development and implementation of the foundation’s strategy. She also manages the investment program and endowment in support of the foundation’s grantmaking. Prior to joining Joyce, Ms. Hackett served as Executive Director and Chief Investment Officer of the $10 billion Cook County Pension Fund. Reporting to the Board of Trustees, she was charged with directing strategy and policies for the governance and administration of the fund. Before becoming Executive Director, Ms. Hackett served as the fund’s founding Chief Investment Officer establishing its first investment office in 2008. Additionally, as a member of the deferred compensation committee she reviewed policy, investment strategy, and manager selection for plan participants. Under her leadership, the pension fund was recognized as small public plan of the year by Institutional Investor and was featured as part of the Harvard Business School Case Collection. Ms. Hackett has over 20 years of expertise in investment management and capital markets with prior experience as Vice President at Bear Stearns, Oppenheimer Capital, and as a consultant to retirement plan sponsors. She serves on the board of the First Women’s Bank and is a member of the Economic Club of Chicago. An avid supporter of civic and cultural engagement, she serves as Vice Chair of the Museum of Contemporary Art Chicago. Ms. Hackett earned her M.B.A. in finance and economics from the J.L. Kellogg Graduate School of Management and earned her B.A. in History from Northwestern University in Evanston, Illinois.
Harisha Haigh has 25 years of experience advising and investing in fund managers and in companies. Her experience stretches across asset classes and geographies. Ms. Haigh has a particular understanding of the institutional private markets. As a member of numerous advisory boards, she is a thought partner to general partners on strategic, legal, and organizational matters. For the last 16 years, Ms. Haigh has managed the Private Investments and Real Assets portfolios for Northwestern University’s $13 billion endowment. Ms. Haigh is responsible for all aspects of the $6 billion illiquid portfolio, including venture capital, buyouts, real estate, and natural resources investments. She also led several co-investments across the portfolio. Prior to joining Northwestern University in 2005, Ms. Haigh was a Principal at PPM America Capital Partners, LLC, the U.S. private equity manager for Prudential plc and Jackson National Life Insurance Company. She also worked in London for Silverfleet, a PPM affiliate, focusing on European middle market buyout transactions. Ms. Haigh began her career in the investment banking department of ABN AMRO, concentrating on mergers and acquisitions of small and middle market companies. Ms. Haigh received a Bachelor of Science in Business Administration from Washington University in St. Louis and an MBA from Northwestern’s Kellogg School of Management. Ms. Haigh is a CFA charterholder. Ms. Haigh resides in Chicago with her husband and two children. She is a member of SEO Alternative Investments’ Limited Partner Advisory Council and hosts a biweekly Open House for young women on behalf of the Women’s Association of Venture and Equity (WAVE). Ms. Haigh serves on the investment committee for the North South Foundation and the Indian American Medical Association Charitable Foundation.
Eddie Ramos, CFA, is an accomplished investment management leader who has built and led diverse teams in the global investment industry for nearly three decades. He is currently serving as Head of External Advisors / Diversity Portfolio Management for New Jersey’s Division of Investment. In this role, he is responsible for the oversight of all external advisors across all asset categories, and the development of The Division’s initiatives to achieve better attractive risk-adjusted returns by identifying a wider universe of diverse fund managers and investment advisors. As a senior executive on the team, he is also a member of the Asset Allocation Committee and the ESG Committee for the state’s $85 billion of pension assets under management. Previously, Eddie led global investment teams at 3 New York Life Investment (NYLIM) subsidiaries as Senior Managing Director, Chief Investment Officer, and member of the Executive Leadership team at Cornerstone Capital Management. Prior to joining NYLIM, Eddie was a Lead Portfolio Manager at Morgan Stanley Investment Management where he managed Morningstar top-rated international and global funds. He has also managed portfolios for Brown Capital Management and Templeton Investment Counsel, launching and managing global and international equity portfolios for institutional, high net worth and retail clients. Eddie received a BS in Finance from Lehigh University and an MBA in Finance, Accounting, and International Business from the Columbia Graduate School of Business as a Robert Toigo Foundation fellow. He holds the Chartered Financial Analyst designation.