Today is Tuesday, December 11, 2018

featured speakers >> pension bridge annual speakers 2019

Pension Bridge Annual Speakers 2019


Keynote Speaker - Day 1

Michael G. Trotsky,
CFA, Executive Director and Chief Investment Officer, Massachusetts Pension Reserves Investment Management Board, (PRIM)


Michael G. Trotsky, CFA, is the Executive Director and Chief Investment Officer of the Massachusetts Pension Reserves Investment Management (“PRIM”) Board, the entity responsible for investing the $72 billion Massachusetts pension fund, which contains the assets of the Massachusetts Teachers’ and State Employees’ Retirement Systems as well as the assets of approximately 100 participating municipal and county retirement systems.


Mr. Trotsky’s work at PRIM was preceded by a 25-year career in the private sector, most recently as senior vice president and portfolio manager at PAR Capital Management, a Boston-based absolute return strategy fund. Previously, he was a senior analyst at Greenberg-Summit Partners in Boston and also served as a principal and senior vice president at Independence Investment Associates (a John Hancock subsidiary), also in Boston. Mr. Trotsky began his professional career in 1985 as an engineer at Intel Corporation in California.


Mr. Trotsky serves as Vice-Chair of the CFA Society Boston and is a member of the Boston Economics Club. Mr. Trotsky previously served as a member of the CFA Institute Board of Governors and as Chairman of the CFA Institute’s Asset Manager Code of Professional Conduct Advisory Committee.


Mr. Trotsky received a BS in electrical engineering from the University of Pennsylvania and an MBA from the Wharton School of the University of Pennsylvania.



Keynote Speaker - Day 2

William J. Coaker Jr.,
CFA, MBA, Chief Investment Officer, San Francisco Employees' Retirement System, (SFERS)


Mr. Coaker is the Chief Investment Officer for the San Francisco Employees Retirement System, a $24 billion pension plan.  He also served at SFERS from 2005 to 2008 on the senior investment team.  From 2008 to 2014 Mr. Coaker served as Senior Managing Director for the University of California, with investments of $80 billion in pension, endowment, and campus assets.  From 1992 to 2005 Mr. Coaker served at the Diocese of Monterey as their Chief Investment Officer and Controller where he managed the organization’s pension, endowment, and corporate assets.      


Mr. Coaker is a regular speaker on science, technology, and disruptive innovations, artificial intelligence, the life sciences, and China.  His education includes an MBA in Finance from Golden Gate University, a Bachelor of Science from Loyola Marymount University, and continuing education on endowment investing from The Commonfund and the Yale University School of Management.  He is a Chartered Financial Analyst charter holder and a Certified Financial Planner. 


Mr. Coaker supports numerous animal care organizations, he is a member of the Finance Committee for Tony LaRussa’s Animal Rescue Foundation, and he is a member of the National Council Leadership Committee for Best Friends Animal Society, the nation’s largest no-kill animal sanctuary.    



Keynote Speaker on Macroeconomic View/State of the Markets


Rick Rieder, Managing Director, Global Chief Investment Officer of Fixed Income, BlackRock


Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer of Global Fixed Income, and Co-head of BlackRock's Global Fixed Income platform, a member of BlackRock's Global Operating Committee and Chairman of the firm-wide BlackRock Investment Council.

Before joining BlackRock in 2009, Mr. Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury and is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets.

Mr. Rieder currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research Advisory Board. He was awarded the Global Unconstrained Fixed Income Manager of the Year for 2015 by Institutional Investor, was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014 and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013.

From 1987 to 2008, Mr. Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Mr. Rieder was a credit analyst at SunTrust Banks in Atlanta.

Mr. Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Finance Committee, and is the Vice Chairman of the Investment Committee. Mr. Rieder is founder and chairman of the business school's BBA investment fund and community financial literacy program.

Mr. Rieder serves as Chairman of the Board of North Star Academy's thirteen Charter Schools in Newark, New Jersey and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is a Trustee for the US Olympic Foundation, and is on the International Advisory Council and Board of Advisors for the Hospital for Special Surgery. He serves on the National Leadership Council of the Communities in Schools Educational Foundation and on the board of Big Brothers/Big Sisters of Newark and Essex County   Mr. Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.



Featured/Keynote Session on Multi-Asset Strategies


Ashwin Alankar, Ph.D., Senior Vice President, Global Head of Asset Allocation & Risk Management, Janus Henderson Investors


Ashwin Alankar is Head of Global Asset Allocation at Janus Henderson Investors. In this role, he is responsible for defining short- and long-term approaches to asset allocation. He also co-manages the Adaptive Allocation and Diversified Alternatives strategies. Prior to joining Janus in 2014, Dr. Alankar served from 2010 to 2014 as co-chief investment officer of quantitative investment strategies at AllianceBernstein. From 2003 to 2010, he was a partner and capital allocation committee member for Platinum Grove Asset Management. Dr. Alankar’s experience also includes serving as a consultant in the financial litigation division of the Law and Economics Consulting Group from 2001 to 2002.


Dr. Alankar earned a bachelor of science degree in chemical engineering and mathematics and a master of science degree in chemical engineering, all from the Massachusetts Institute of Technology. He also holds a Ph.D. in finance from the University of California – Berkeley, Haas School of Business. Dr. Alankar has 17 years of financial industry experience.



Featured/Keynote Session on Liability Driven Investment (LDI)


Abdallah Nauphal, Chief Executive Officer, Chief Investment Officer, Insight Investment


Coming Soon!




Pension Plan and Consultant Speakers


Keith M. Berlin, Director of Global Fixed Income and Credit, Fund Evaluation Group


Keith joined Fund Evaluation Group, LLC (FEG) in 2000 and is Senior Vice President / Director of Global Fixed Income and Credit.  In this capacity he is responsible for conducting primary research on fixed income managers and strategies across liquid, semi-liquid, and illiquid investment opportunities.  As leader of the Global Fixed Income Sector Team, he is responsible for driving strategic and tactical fixed income asset allocation recommendations to the Investment Policy Committee at FEG.  In 2008 he was recognized by Institutional Investor as one of the “20 Rising Stars of Fixed Income.”  He also sits on the advisory board of 13 private debt funds.  These funds invest across a variety of strategies including: capital solutions, collateralized loan obligations, distressed debt, emerging market debt restructuring, mezzanine debt, uni-tranche, specialty lending, and other special situations.  Keith holds a master of business administration degree from Thomas More College and a bachelor of arts in economics from the University of Kentucky. Keith resides in Cincinnati with his wife and three children. He also coaches youth ice hockey, fast pitch softball, and baseball.



Anthony Breault, Senior Investment Officer, Real Estate, Oregon State Treasury


Anthony Breault is the Senior Real Estate Investment Officer for Oregon State Treasury where he is responsible for the allocation, performance and strategy implementaion for the Oregon Public Employees’ Retirement Fund real estate portfolio totalling over $9 billion in NAV.  Prior to joining Oregon in October 2006, Anthony was an Investment Manager with Schnitzer West in Portland and before that was with LaSalle Partners / Jones Lang LaSalle working in Boston, Hartford, Miami, and Sydney, Australia.  Prior to joining LaSalle, Anthony spent eight years active duty as an officer in the U.S. Navy where he retired from the Naval Reserves as Commander after 22 years of service.



Herman Brill, Director, Office of Investment Management, United Nations Joint Staff Pension Fund


With 25 years of experience in international financial institutions in multiple countries, Mr. Bril possesses broad level expertise encompassing asset management, pension funds, life insurance, investment banking, derivatives trading and treasury operations.

Most recently, he served as Group CFO and Managing Director Cardano Risk Management, with postings in London, Rotterdam and Amsterdam over six and a half years. Prior to Cardano, Mr. Bril was Senior Vice President, Head of Treasury and Capital Management at Aegon NV and Head of Asset Management and Chief Investment Officer of Syntrus Achmea Asset Management, where he was responsible for Dutch pension funds with assets under management totaling Euro 45 billion. Mr. Bril spent 3 years as the Head of Treasury at FGH Bank and trustee of FGH Bank’s pension fund. He started his career as a fixed income derivative trader for ABN AMRO, Dresdner Bank and Deutsche Bank in Amsterdam, Frankfurt and London.

Mr. Bril graduated from the Free University in Amsterdam with a Masters in Economics. Additionally, he graduated from INSEAD where he earned a diploma in Consulting and Coaching for Change. Mr. Bril recently completed a Masters degree in Studies in Sustainability Leadership from the University of Cambridge.



Elizabeth T. Burton, Chief Investment Officer, Employees' Retirement System of the State of Hawaii


Elizabeth Burton is the Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”), where she oversees over $16 billion in pension fund assets. HIERS provides retirement, disability and survivor benefits for employees of the State of Hawai‘i (“State”) and its counties, including teachers, professors, police officers, firefighters, judiciary employees, judges and elected officials. The defined benefit plan has both contributory and noncontributory benefit structures.

Prior to joining HIERS, Ms. Burton served as Managing Director of the Quantitative Strategies Group at the Maryland State Retirement Agency. In this role, Ms. Burton is responsible for the $4.5B Absolute Return Portfolio and for risk management oversight of the $55B Plan. Ms. Burton joined the Agency in July 2016.

Previously, Ms. Burton owned William Street Advisory—a strategic advisory practice which she founded in 2013. Prior to that role, Ms. Burton was a Senior Economist and Expert Witness with Criterion Economics. Prior to that role, Ms. Burton was a Consultant at First Annapolis where she worked on M&A transactions and consulting the payments industry. Previous positions include: Co-Portfolio and Quantitative Risk Analyst with a South Africa-based fund of hedge funds, Trader (fixed income securities) for a risk management firm, and Portfolio Management Associate with a quant-focused fund of hedge funds.  

Ms. Burton received her Bachelor’s degree in Political Science and French, cum laude, from Washington and Lee University, and her MBA in Finance, Econometrics & Statistics from the University of Chicago Booth School of Business. She is on the board of a private residential real estate investment trust and a Trustee of The Hill School, a private boarding school. She is also a CAIA charter holder. Ms. Burton was named one of Chief Investment Officer Magazine’s Top-40-Under-40 in June 2017.



Dr. John Claisse, CEO, Albourne America


John Claisse joined Albourne in July 1996, relocated from London to San Francisco in July 2003 and became Albourne Group CEO in August 2015. John is an equity partner and member of Albourne’s Executive Committee and also chairs the firm’s Corporate Planning Council, which comprises Albourne’s function and region heads. John helped develop the firm’s proprietary risk analytics and was formerly the Senior Analyst for quantitative equity strategies and multi-strategy hedge funds. John remains a Portfolio Analyst working with several public and corporate plans, large endowments and foundations. John holds a first class Mathematics Degree and a PhD from Sussex University.


Albourne is an independent advisory firm focused on hedge funds, private equity, real assets, real estate and dynamic beta. Founded in 1994, Albourne has over 260 clients with over $450bn invested directly in alternative investments.



Bruce H. Cundick, CFA, CPA, Chief Investment Officer, Utah Retirement Systems


Coming Soon!



Kristen Doyle, CFA, Partner, Head of Public Pension Funds, Aon Hewitt Investment Consulting


Kristen is a Partner within Aon Hewitt Investment Consulting (AHIC), leads the firm’s public sector business as the Public Fund Client Practice Leader, and is a member of the firm’s client advisory group. Kristen is also on AHIC’s U.S. Investment Executive Committee, which is led by Steve Cummings, Global Investment Officer and Head of North America Investment Consulting. She is located in Chicago, Illinois. As the public sector business lead, Kristen is responsible for new business development and ensuring that AHIC has the right resources, research, and expertise available for the public sector.

She also works directly with clients and currently works with six retainer consulting clients, where she is either the lead or co-lead. These clients range from $200 million to $400 billion in assets under management and are primarily public pension plans. She brings these clients expertise in the areas of asset allocation advice, risk budgeting, asset/liability reviews, investment policy development, benchmarking, manager selection and structure, and asset class structure.

Kristen previously led the trust services team in the U.S. focused on custody, securities lending, and transition management. With regard to transition management, Kristen was also previously the global head of transition management, responsible for managing the transition management research and implementation team in the U.S., UK, and Canada.

In 2014, Kristen was awarded The Rising Stars of the Profession 35 Under 35 Award by Consulting Magazine and in 2016, was named to the list of Knowledge Brokers: New Guard published by AiCIO Magazine, which recognizes five star consultants that will transform their firms and industry in the next five years. Kristen is also a member of the Board of Governors for Opportunity International, a leading micro-finance organization that provides loans and other financial services to the world’s most impoverished, and empowers them to work their way out of poverty. Prior to joining the firm in 2005, Kristen worked at Northern Trust in the custodial operations group for more than two years. She has a Bachelor of Arts in economics from Denison University. She is a CFA charterholder and member of CFA Institute and the CFA Society of Chicago



David Eager, Executive Director, Kentucky Retirement Systems


Coming Soon!



Peter E. Ehret, CFA, Director of Internal Credit, Employees Retirement System of Texas


Coming Soon!



Christy Fields, Managing Director – Real Estate, Pension Consulting Alliance, (PCA)


Coming Soon!



David E. Francl, Managing Director, Absolute Return, San Francisco Employees' Retirement System, (SFERS)


Coming Soon!



Dominic Garcia, Chief Investment Officer, Public Employees Retirement Association of New Mexico, (PERA)


Coming Soon!



Glen R. Grell, Executive Director, Public School Employees’ Retirement System, (PSERS)


Mr. Grell is the Executive Director of the Public School Employees’ Retirement System (PSERS), a $54 billion public pension system headquartered in Harrisburg, Pennsylvania and currently the 16th largest state-sponsored defined benefit public pension fund in the nation with a membership of nearly 256,000 active school employees and over 230,000 retirees.  Since coming to PSERS as Executive Director in May 2015, the Fund has grown from $51 billion to $54 billion and the Funds invested internally increased from $16 billion to $22 billion.

Previously Mr. Grell served as the elected State Representative for the 87th District in the Pennsylvania House of Representatives from 2004 to 2015.  He also served as the House Republican Caucus’ representative as a member of the PSERS Board of Trustees from 2009 to 2015. During his tenure in the House of Representatives, Mr. Grell was co-author and Floor leader for Act 120, the 2010 public pension reform legislation that created Classes T-E and T-F and introduced the concept of a “shared investment risk” calculation within a defined benefit pension plan. 

Mr. Grell was also an attorney in private practice in Central Pennsylvania prior to his election as State Representative.  From 2000 to 2005, he served as Solicitor of Hampden Township, the largest municipality in Cumberland County.  He also served as Deputy General Counsel to Pennsylvania Governor Tom Ridge from 1995 to 2000.

Mr. Grell is a member of the Executive Committee of the National Council on Teacher Retirement (NCTR) and currently serves as the NCTR Board Liaison on the Legislative Committee. Mr. Grell has been a member of the Shippensburg University Council of Trustees since 1995.  He also serves on the Board of the Pennsylvania Masonic Youth Foundation and is chairman of its Scholarship Committee. 

Mr. Grell earned a Bachelor of Arts degree from The Johns Hopkins University in 1978, as well as his J.D. from the Dickinson School of Law in 1981.



Richard W. Ingram, Executive Director, Teachers’ Retirement System of Illinois


Dick Ingram has delivered more than 35 years of accomplished executive leadership in corporate, government, and non-profit organizations. He assumed his current duties with the Teachers’ Retirement System of Illinois in January, 2011. As executive director, he heads a bellwether public pension fund, with more than $51 billion in assets and 400,000 members.

Prior to joining Illinois TRS, Ingram led the New Hampshire Retirement System as well as several non-profit and public service organizations in New England.  Ingram’s corporate work included senior executive roles in the investment management and financial services sector where he was responsible for delivering treasury, financial and marketing services to a nationwide clientele. His early career was in the Boston office of Arthur Andersen & Co., where his clients included investment firms, banks, and financial service companies.

Mr. Ingram has served on numerous boards overseeing a variety of organizations dedicated to improving the quality of life in the communities where he has lived, and has also served on several elected and appointed local government boards in New Hampshire and as an adjunct instructor at the University of New Hampshire’s Paul College of Business and Economics.

A native of Pittsburgh, Pennsylvania, Mr. Ingram holds a bachelor’s degree in business administration from the University of Rhode Island, and a master’s degree in business administration from the University of Pittsburgh.



Andy T. Iseri, CFA, Senior Vice President, Global Manager Research, Callan


Coming Soon!



Trevor Jackson, Senior Consultant, AndCo Consulting


Coming Soon!



Dana S. Johns, MSF, Senior Portfolio Manager, Maryland State Retirement and Pension System


Ms. Johns joined the Maryland State Retirement and Pension System in June 2011 and is a Senior Portfolio Manager in the Private Equity Group.  Ms. Johns has 15 years of experience investing and managing a global portfolio of institutional alternative investment assets. Ms. Johns has specific expertise and highly developed personal networks in top performing private equity funds. Maryland has a longstanding commitment to developing the next generation of private equity fund managers and has been actively committing capital to first time funds.

Ms. Johns is an active member of the Private Equity Women Investor Network (PEWIN) Steering Committee and the Mid-Atlantic Regional Events Committee. PEWIN awarded Maryland with the 2018 Limited Partner award for Ms. Johns’ work in transforming the private equity industry by supporting increased diversity. Continuously invited to key note at conferences including the Women’s Private Equity Summit, Women’s Alternative Investment Summit, Markets Group Private Equity US Forum, Kayo Private Equity Conference and inaugural Venture Forum, Consortium East, Emerging Manager Connect, Hispanic Heritage Foundation Investor Group, Grosvenor SEM and NVCA. Most recent panel topics included developing managers, diverse managers, diversity and inclusion, and venture capital.

Ms. Johns received an MSF from Loyola University, Maryland; a BA in Comparative Literature from Indiana University, Bloomington and a BS in Computer Science from Stevenson University. She completed the ILPA Institute’s Private Equity Executive Education program.



Meredith A. Jones, Partner & Head of Emerging Manager Research, Aon Hewitt Investment Consulting


Meredith A. Jones is a partner at Aon Hewitt Investment Consulting, focused on emerging and diverse manager research and responsible investing strategies. She is also an internationally recognized researcher, writer, blogger speaker and expert in the alternative investment industry. She is the author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too), which won an Axiom Award gold medal in 2016. She was also named as an Inc. magazine’s “17 Inspiring Women To Watch” and serves on the Board of Directors for Rock the Street, Wall Street, a non-profit that provides financial and investment literacy programs to high school girls.

Over the past 20 years, Meredith has presented her original research and insights to industry participants around the world. She is a frequent speaker on the international conference circuit and has had her findings published in books and major media outlets, including the Economist, the New York Times, CNBC, the Wall Street Journal, the Financial Times, the Journal of Investing, and others.

She began her alternative investment career at Van Hedge Fund Advisors International where she was Director of Research. She continued her research at PerTrac Financial Solutions and Barclays Capital, Inc., producing groundbreaking reports on emerging managers and diversity investing, before she became Director of the Rothstein Kass Institute, an alternative investment think tank, and then a partner at Aon.




Kristina P. Koutrakos, CAIA, Director of Portfolio Strategy, Virginia Retirement System


Kristina Koutrakos is the Director of Portfolio Strategies for the Virginia Retirement System. The VRS invests over $80 billion for public sector employees in the Commonwealth. Kristina is responsible for identifying and implementing cross-asset class investment ideas within the Plan’s portfolio. She is a member of the Management Committee and chairs the Strategy Working Group which facilitates cross-asset decision making. Through her work, she interacts with asset managers, research firms, and investment companies around the world.

Kristina has been an investor in the asset management industry for almost twenty years. Most recently, she founded Kyria Capital Management to develop research and deploy capital to women-run alternative investment firms. Previously, she was a Managing Director and Investment Strategist for a multi-family office. Kristina began her career in fixed income portfolio management. She was a portfolio manager at Western Asset and a Director at BlackRock, helping to build their synthetic credit platform. Kristina is a CAIA charter holder and holds a BA in Economics from the University of Virginia and an MBA from Cornell University’s Johnson Graduate School of Management.



Todd Lapenna, CFA, CAIA, Partner, Infrastructure & Real Assets, StepStone Group


Coming Soon!



Falah Madadha, Senior Investment Officer, Silicon Valley Community Foundation


Falah is a member of the Investments team which oversees over $10 billion of charitable assets. Falah is responsible for management of the Individually Managed Fund program, including qualification and monitoring of fund assets managed by external investment advisors. Falah also supports the investment needs of SVCF clients, including individual and corporate donors, nonprofits, professional advisors and family offices.

Before relocating to California, Falah worked for Credit Suisse Private Banking in Switzerland, as a relationship manager for high net worth individuals. Prior to that, he worked for Cambridge Associates in the Washington DC area.

Falah holds an MBA from HEC Paris and has lived across Asia, Europe, and the U.S. He is a passionate Formula 1 and soccer fan.



Michael McCauley, Senior Officer, Investment Programs & Governance, Florida State Board of Administration, (SBA)


Coming Soon!



Timothy F. McCusker, FSA, CFA, CAIA, Chief Investment Officer, Partner, NEPC


Tim joined NEPC in 2006 and began his career in the investment industry in 2002.  Tim is responsible for overseeing Investment Research at NEPC, a group of 49 professionals including dedicated teams focusing on Alternative Investments, Traditional Strategies, and Asset Allocation.  As CIO, Tim leads investment strategy development for NEPC including market assessment and outlook, communication of key themes and best ideas, as well as evaluation of investment strategies.  Tim also works closely with a wide variety of clients to construct investment portfolios to meet their long-term objectives.  Tim chairs the Partners’ Research Committee, and is a member of the Traditional and Alternative Research Due Diligence Committees and the Asset Allocation Committee.  Additionally, Tim is a member of the firm's Management Group.  Tim was named in CIO magazine’s “The Knowledge Brokers 2016” edition as one of the world’s most influential investment consultants.  In 2015, Tim topped CIO magazine’s 2015 annual ranking of the world’s most influential investment consultants in the Generalist consultant category.  In 2014, Tim was recognized by CIO magazine in their edition titled “The Knowledge Broker” as one of the top 25 of the world’s most influential investment consultants.  Tim ranked 6th out of the 25 consultants recognized.    

Prior to becoming Chief Investment Officer, Tim served as NEPC’s Director of Traditional Research, overseeing long-only manager research and Asset Allocation.  Previously, Tim worked in Asset Allocation and Manager Research functions, where his responsibilities included maintaining and developing asset allocation models and frameworks used broadly by NEPC clients as well as Global Asset Allocation and Risk Parity manager research.  Before joining NEPC, Tim was an associate at Towers Perrin, where he provided actuarial consulting advice and addressed plan asset-liability issues for clients.

Tim earned his B.A. in Mathematics from Colgate University.  He is a Fellow of the Society of Actuaries (FSA), and holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investments Analyst (CAIA) designations.


James Nield, CFA, FRM, Chief Risk Officer, Teacher Retirement System of Texas


James Nield is the Chief Risk Officer and has been with TRS since 2009. The Risk Group is primarily responsible for budgeting and managing the risk of the overall investment Fund with the objective to enable the efficient use of risk. In addition, the Risk Group helps to formulate strategic asset allocation (along with the asset allocation group), identify potential areas of concern, certify new managers, and also manage a number of standalone investment strategies. Mr. Nield has also helped to build out the Trust’s allocation to Risk Parity, reinsurance and currency strategies.


Prior to joining TRS, Mr. Nield worked for Ford Motor Company for over 10 years. At Ford, he worked in the pension group, as a derivatives trader, and as a manufacturing cost accounting supervisor.
Mr. Nield earned his MBA from New York University and graduated from Pennsylvania State University with a degree in finance and international business.  Mr. Nield is a CFA charter holder and holds the FRM designation.



Susan E. Oh, CFA, Senior Portfolio Manager, Pennsylvania Public School Employees' Retirement System


Coming Soon!



Mansco Perry III, CFA, CAIA, Executive Director, Chief Investment Officer, Minnesota State Board of Investment


Coming Soon!



Ronald D. Peyton, Executive Chairman, Callan


Ron Peyton is Executive Chairman of Callan, where he provides firm-wide oversight to improve communications, process, and service quality. He regularly meets with clients and senior industry professionals, and engages in industry and community events through speaking and service opportunities. He is also Chairman of the Callan Board of Directors and the Diverse and Emerging Manager Committee, and is a shareholder of the firm.


Outside of Callan, Ron serves on the Governing Board of Filoli, a National Historic Trust Preservation site, as well as on its development committee. He is also “Counselor” for the Indiana University Kelley School of Business Dean’s Council and an advocate for the Vista Center for the Blind and Visually Impaired, which Callan has supported for more than 20 years.


From 2008-2018, Ron served on the board of the United Way Bay Area and currently has a leadership position in their Tocqueville Society. He also served on the CFA Institute’s Performance Presentation Standards Implementation Committee (now GIPS) and was Chairman of the Asset Manager Code of Conduct Advisory Committee. He is also a past member of the advisory board of the University of California, Berkeley Extension, and the Castilleja School Investment Committee.


Prior to joining Callan in 1974, Ron worked with Marathon Oil Company’s pension investments while serving as an officer in the U.S. Army Reserve. Ron earned an MBA in finance and a BS in accounting at Indiana University, where he was President of the Indiana Delta Upsilon chapter his junior and senior years.



Mike Rosborough, Senior Portfolio Manager, Investment Director, Global Fixed Income, California Public Employees' Retirement System, (CalPERS)


Mike Rosborough joined the California Public Employees Retirement System (CalPERS) in September 2010 and is a Senior Portfolio Manager in charge of the fund’s international, emerging markets and inflation linked fixed income investments, the commodities program and the fund’s foreign exchange activities.  He is a member of the Portfolio Allocation Committee which advises the CIO on asset allocation issues.


With an investment career spanning over 25 years Mr. Rosborough began as a trader at RBC Capital Markets in Toronto, Canada and later headed its Asian fixed income sales and trading group in Tokyo, Japan.  He joined PIMCO in Newport Beach, California in 1994 as a portfolio manager where he founded that firm’s emerging markets fixed income practice after co-heading its international department.   In 2000 Mike joined Moore Capital, a New York based hedge fund, as a portfolio manager in the fixed income fund.  Prior to starting at CalPERS he worked in London, UK for Citigroup and CIBC World Markets as an investment strategist and proprietary trader.


Mike holds a BA (Honours) in Economics from the University of British Columbia.  Awarded a Mackenzie King scholarship he completed an MSc in Economics from the London School of Economics and an MBA with distinction from the Harvard Business School.



Faraz Shooshani, Managing Director, Senior Private Markets Consultant, Verus


Mr. Shooshani has more than 20 years of investment and consulting experience, with over 10 years focused on private equity. He joined Verus in 2016 from Strategic Investment Solutions. Mr. Shooshani is a shareholder, and he oversees private markets research and consulting at Verus. Additionally, he is the lead consultant on a number client relationships, helping the firm’s endowment & foundations, healthcare, and public clients build and manage their private markets and alternatives investments. Mr. Shooshani is a frequent speaker at investment industry conferences globally.?

Prior to becoming an investment consultant, Mr. Shooshani was part of the investment management team at the California Institute of Technology (Caltech), where he helped restructure and diversify the university’s endowment, charitable income trust, operating cash, and technology transfer stock portfolios. Previously he founded Catapult Ventures, a venture catalyst practice that launched seed- and early-stage startups as venture backed concerns in Silicon Valley.?

Mr. Shooshani started his professional career with Booz Allen, a global management consulting firm focused on business strategy, operations efficiency, and information systems across sectors. Additionally, he held finance and sales and marketing roles at a number of operating companies in real estate, textiles, and semiconductor industries.?

Mr. Shooshani is an active member and a volunteer at Congregation Emanu-El in San Francisco. He earned his master’s in business administration (MBA) from the Yale School of Management, and a bachelor of arts (BA) degree in Economics from the University of California, Berkeley.



Mark Steed, Chief Investment Officer, Arizona Public Safety Personnel Retirement System Trust, (PSPRS)


Coming Soon!



Tom Tull, CFA, Chief Investment Officer, Employees Retirement System of Texas


Coming Soon!



David Villa, CFA, Chief Investment Officer, Executive Director, State of Wisconsin Investment Board, (SWIB)


Mr. Villa is the Executive Director/Chief Investment Officer of the State of Wisconsin Investment Board (SWIB).  In addition to his role as overall leader of the organization, he is responsible for implementing the investment policy and developing the architecture to manage fund level returns and risk for over $117 billion in assets.  Since 2006, he has led SWIB’s investment strategy serving as Chief Investment Officer and the Chairman of the Investment Committee.  Prior to joining SWIB, Mr. Villa served for two and a half years as the Chief Investment Officer for the State Board of Administration of Florida and twelve years with UBS Global Asset Management, previously Brinson Partners.  Mr. Villa began his career with First Chicago and Arthur Andersen. 


Mr. Villa is a trustee of the Financial Accounting Foundation which is the parent organization of the Financial Accounting Standards Board and the Governmental Accounting Standards Board. Mr. Villa is also a board member and Treasurer of the Marguerite Casey Foundation.  He is a member of the 300 Club, a group of investment professionals from across the globe who have joined together to raise uncomfortable and fundamental questions about the investment industry and investing. 


Mr. Villa has a BA in Economics from Princeton University, an MA in Latin American Studies from Stanford University, and an MBA, in Finance and Accounting from Northwestern University.  He is a Chartered Financial Analyst and a Certified Public Accountant.   



Laura B. Wirick, CFA, CAIA, Principal, Consultant, Meketa Investment Group


Ms. Wirick joined Meketa Investment Group in 2008, and has 14 years’ experience in the financial services industry. She serves as the lead consultant for public, endowment, and foundation clients, with a focus on investment and asset allocation policy, investment manager selection, and oversight of client portfolios, in addition to asset liability modeling studies. Ms. Wirick is a member of Meketa Investment Group’s Marketable Securities Investment Committee, the Strategic Asset Allocation/Risk Management Committee, the Non-Profit Advisory Group, and the public markets research team.

Prior to joining the firm, she was a Senior Investment Analyst for the Dartmouth College Endowment. While at Dartmouth, she participated in setting asset allocation policy, and selecting and monitoring both traditional and alternative investment managers for the Endowment. Prior to that, she worked with endowments and foundations as a Senior Consulting Associate at Cambridge Associates, where her responsibilities included both qualitative and quantitative analysis of client portfolios and research on fund governance issues.

Ms. Wirick received a bachelor’s degree in Business Administration with concentrations in Finance and International Marketing from American University. She holds the Chartered Financial Analyst designation. Ms. Wirick also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association®.

Ms. Wirick is a member of the CFA Society of San Diego and the Women in Institutional Investments Network. She is an active participant at investment industry conferences, including Pension Bridge and Institutional Investor Forum events. She has been interviewed recently by several investment industry publications, including on Environmental, Social, and Governance (ESG) issues by FundFire, a Financial Times publication.




HomeAgenda Featured SpeakersVenue/LocationSponsorship InfoMedia/PressPresentations
The Pension Bridge • 4504 S. Ocean Blvd.• Highland Beach, FL 33487
Phone (561) 455-2729 • Fax (561) 258-8258 • Email :