Trusted Insight Alpha Conference 2017
Private markets insights for institutional investors
Wednesday, June 14, 2017 | The Bently Reserve, San Francisco
Why You Should Attend
Trusted Insight’s inaugural Alpha Conference will bring together the top institutional investors for thought-provoking discussions on the future of investing and alternative assets.
- Gain exclusive insights from chief investment officers in our Leaders’ Forum
- Join the debate on how institutional investing is evolving in our roundtable discussions
- Learn about future trends from experts, including A.I., healthcare and demographics
- Tailor to your tastes with two breakout sessions on private markets
- Mingle with top L.P.s during 4+ hours of networking time, including our evening reception
Chief Investment Officer
University of Minnesota
Stuart Mason is the associate vice president and chief investment officer at the University of Minnesota. Previously, Stuart spent 15 years as a senior investment banker or executive officer in several investment banks including Dougherty & Company, EVEREN Securities and Dain Rauscher Corporation. He also served for 10 years as a vice president of Wells Fargo Corporation. Stuart holds an M.B.A. from the University of Minnesota and a B.A. in Chemistry and Biology from St. Olaf College. Stuart was named on Trusted Insight's list of Top 30 Endowment Chief Investment Officers in 2015.
Chief Investment Officer
W.K. Kellogg Foundation
Joel R. Wittenberg is chief investment officer and vice president at W.K. Kellogg Foundation. Joel has managed the foundation's $8 billion assets since September, 2009. Prior to joining the foundation, Joel served as vice president and treasurer of Kellogg Company with more than 15 years experience in global treasury, financial and commodity risk management, and pension functions. Joel was named on Trusted Insight's list of Top 30 Chief Investment Officers at Foundations in 2015.
Chief Investment Officer
A Prestigious Single-Family Office
Andrew Eberhart is the chief investment officer at a prestigious single-family office located in Pittsburgh, Pennsylvania. Previously, Eberhart served as managing director at Lazard Freres & Co., managing partner at the Marshall Fund, managing director at Citigroup Private Bank and US Trust and investment consultant at Cambridge Associates. Eberhart earned a B.A. in economics from Cornell University, actively served for more than a decade as a U.S. Navy aviator and then earned an MBA from University of Pennsylvania - The Wharton School.
Chief Investment Officer
Eric Kirsch joined Aflac in November 2011 as the first senior vice president and global chief investment officer, and was promoted to executive vice president in July 2012. In his role, he oversees Aflac’s investment portfolio and investment team. Previously, he served as managing director and global head of insurance asset management at Goldman Sachs Asset Management, where he oversaw a global team of 55 managing over $70 billion in insurance assets. Prior to that, he spent 27 combined years at Deutsche Asset Management and Bankers Trust Company. Eric holds a B.B.A. from Baruch College and an M.B.A. from Pace University. He is also a chartered financial analyst.
Chief Investment Officer
Wyoming Retirement System
Sam Masoudi, CFA, CAIA, is the chief investment officer at Wyoming Retirement System, which consists of eight defined benefit pension funds with a total of $7.7 billion in assets under management. Previously, he was the managing director at the Tulane University endowment; founder and portfolio manager at Silver Peak Capital Management, a hedge fund; director at Veronis, Suhler & Associates, a private equity firm; and assistant vice president at Kidder Peabody / PaineWebber, a real estate investment banking group. Masoudi graduated from Babson College with a B.S. in Finance and Investments.
Director of Private Investments
Robert Wood Johnson Foundation
Josh Stern is director of private investments at Robert Wood Johnson Foundation, where he is responsible for all areas of private equity, venture capital, private credit, energy and real estate allocations. Prior to this, he was an advisor at Antarctica Capital, director of private investments at Rockefeller University and a director at Standard & Poor's. Josh has an M.S. in Management, Non-Profit Management from New York University, an M.P.A. in Public Finance from Syracuse University - Maxwell School and a B.A. in History and Sociology from Binghamton University.
Partner and Managing Director
Capricorn Investment Group
Alan Chang is partner and managing director at Capricorn Investment Group, an investment arm of Jeff Skoll’s family office. Alan is responsible for a multi- asset portfolio in Asia and other emerging markets and Capricorn’s global venture portfolio. Previously, Alan worked with early-stage venture investments at DFJ New England and was an analyst at Montgomery Securities. Alan holds a B.S.E. from Duke university in Electrical Engineering, Computer Science and Art History and an M.B.A. from Harvard Business School. Alan was named on Trusted Insight's list of Top 30 LP Rising Stars in Venture Capital in 2015.
Deputy Chief Investment Officer
Texas Tech University
Daniel Parker is the deputy chief investment officer at Texas Tech University. Prior to joining Texas Tech, Dan was a senior investment officer at Helmsley Charitable Trust, a vice president in private equity at BlackRock and an associate in investment banking at Citigroup. Dan began his career serving as an officer in the United States Marine Corps where he commanded infantry and reconnaissance units. He received an M.B.A. from The College of William and Mary and a B.A. from Tulane University. Daniel was named on Trusted Insight's list of Top 30 LP Rising Stars in Venture Capital in 2015.
Managing Director, Private Equity
Ascension Investment Management
Dale Hunt is managing director of private equity at Ascension Investment Management. She leads the private equity portfolio of Ascension's $32 billion investment pool. Prior to joining Ascension Investment Management, she served as chief investment officer at the West Virginia University Foundation, managing director of global private placements at ABN AMRO and NatWest Markets. She had also held a number of senior investment banking positions at S.G. Warburg, Prudential Securities and Smith Barney. She began her career on Wall Street in 1978 and has spent over 20 years focusing on private markets. Hunt holds a B.A. in Liberal Arts from Boston College and an M.B.A. from Pace University. Dale was listed on Trusted Insight's list of Top 30 LPs Investing in Private Equity in 2016.
Head of Private Equity
Jon is the Head of Private Equity for the Investment Management Department of Saudi Aramco. Previously, Jon was one of the founding team members of Saudi Aramco Energy Ventures, the corporate venture capital arm of Aramco. Prior to Saudi Aramco, Jon was the Managing Director of Redline Partners, worked in State Street’s private markets advisory group, and was a Private Equity Portfolio Manager for the State of Michigan Retirement Systems. Jon holds a B.B.A. in Finance from Eastern Michigan University and an M.B.A. from Kenan-Flagler Business School at the University of North Carolina.
Director, Credit Strategies
Margaret A. Cargill Philanthropies
Rodney Overcash is investment director of credit strategies for each of the three grant making entities that make up the Margaret A. Cargill Philanthropies: Margaret A. Cargill Foundation, Anne Ray Charitable Trust and Akaloa Resource Foundation. The stated mission of these organizations is to provide meaningful assistance and support to society, the arts and the environment. Previously, Rodney served as investment director of credit alternatives and inflation strategies for North Carolina Retirement System and director of research at Marquette Associates. Overcash holds a B.A. in Economics and International Studies from University of North Carolina at Chapel Hill and an MBA from the University of Chicago.
Equity Group Investments
John Heneghan oversees a large alternative investment portfolio of private equity and hedge funds for Equity Group Investments, Sam Zell's private investment firm. John has been with the firm since 2005. He also serves as President and founder of Servant Financial, Ltd., a registered investment advisor. John is a CPA with a varied and extensive investment and finance background. He served as CFO for CNA Surety from 1997-2003 and as Controller of Capsure Holdings from 1994-1997. He also worked for Deloitte & Touche from 1984-1994 as a Senior Audit Manager. John received a B.S. in Accounting in 1984 from the University of Illinois (magna cum laude).
Director, Real Assets
Texas Municipal Retirement System
Tom Masthay is director of real assets at Texas Municipal Retirement System. Prior to this, he was a principal investment analyst at NextEra Energy and a director of real assets at Kentucky Retirement Systems. He has an M.B.A. and a B.B.A. in Finance and Economics from University of Kentucky. Tom was named on Trusted Insight's list of Top 30 Future CIOs at Pension Funds in 2016.
Managing Director, Hedged Strategies
Washington University Investment Management Company
Pamela is the managing director of hedged strategies at Washington University Investment Management Company (WUIMC). Pamela is responsible for the overall strategy of the hedge fund investments for the WUIMC portfolio. She joined WUIMC in 1997 from McDonnell Douglas where she was a manager in the investment department which oversaw the investment of the pension and defined benefit plans. She is a board member and chairs the Investment Committee of the Missouri Foundation for Health and is on the Board and Finance Committee of St. Anthony's Charitable Hospital Foundation. She is also a member of the Donald Danforth Plant Science Center Investment Committee and the Investment Sub-committee of the YMCA of Greater St. Louis. Pamela earned a bachelor's degree in psychology from the University of Illinois Urbana-Champaign and a master's degree in business administration from Saint Louis University. Pamela was named on Trusted Insight's list of Top 30 LPs Investing in Hedge Funds in 2016.
Managing Director, Public Markets
Washington University Investment Management Company
Mark Newcomb is the managing director of public markets at Washington University Investment Management Company, where he is responsible for public market investments. Prior to this, Newcomb was an investment manager focusing on public markets at the University of Texas Investment Management Company (UTIMCO). He has also served as an analyst and portfolio manager for TIAA-CREF’s high yield group, worked in the equity research department at Bear Stearns and the FAS group at Ernst & Young. Newcomb earned a bachelor’s degree in finance from Texas Christian University and an MBA from the Kenan-Flagler School of Business at UNC Chapel Hill. He is a Chartered Financial Analyst. Mark was named on Trusted Insight's list of Top 30 LPs Investing in Credit in 2016.
Manager of Investments
David Barcus is the manager of investments at Denison University. He is part of a team that oversees about $750 million of the university's endowment assets. David started his career as an accountant but soon found himself more fascinated by the problem-solving challenges found in finance. Before joining Denison University in 2013, He was the vice president of hedge fund manager selection at Amundi Alternative Investment, Inc, a French asset management firm with offices globally. David received an MBA from DePaul University and a B.S. in accounting from Miami University. David was named on Trusted Insight's list of Top 30 LPs Investing in Credit in 2016.
Director of Investments
Silicon Valley Community Foundation
Elaine Orr is the director of investments at Silicon Valley Community Foundation. She supports the investment committee and Board in the stewardship of SVCF's charitable capital. She partners with donors, nonprofits and their investment advisors in framing investment policies and implementing asset allocation to manage risk, return, as well as social impact. She leads the management and oversight of the individually managed fund program. Previously, she spent 15 years in portfolio strategy and client relationship roles at BlackRock. Elaine is a Chartered Financial Analyst, and has a Bachelor's in Commerce and Finance from The University of British Columbia. She is a board member of Pangea Legal Services, which supports immigrants particularly in the area of deportation defense. Elaine was named on Trusted Insight's list of Top 30 Foundation Rising Stars.
Chief Executive Officer
Mike Jones is an internet executive, investor, and strategic advisor. A long- time entrepreneur, Mike founded his first successful company in college and since then has founded, built, and sold numerous online and mobile businesses. As the cofounder and CEO of Los Angeles-based Science, Inc., Mike brings together the best talent, resources, and financing through a centralized platform to build and invest in technology businesses. In 2016 alone, three of Science’s portfolio companies saw big exits -- HelloSociety was acquired by The New York Times, Dollar Shave Club was acquired by Unilever, and FameBit was acquired by Google. His experience and expertise in both large and small companies focuses on strategy, growth, and operational efficiency, resulting in over $2.6B in successful investor outcomes. Prior to Science, Mike Jones served as the CEO of Myspace. In this role, Mike oversaw global business strategy and operations for Myspace, Myspace Music, and Myspace Mobile, which included board and strategic roles with joint venture partners in Myspace China and Myspace Japan / Softbank. During his tenure, he was responsible for the relaunch of Myspace, one of the most high-profile turn-around challenges in the industry.
Peter Pham is a passionate entrepreneur with roots in Southern California starting his career with 8 years in the enterprise hardware and software space. Having success in building companies ranging from solid state storage to SAS businesses Peter then focused his time in the consumer internet space. At Photobucket he was the 5th employee and was responsible for driving growth to 61M users and leading its $300M acquisition in 2007 to Fox Interactive Media, a division of News Corporation. Peter then turned his energy in helping people save money as CEO of BillShrink from inception to their 1st Million users in a little over a year. BillShrink became TruAxis which was acquired by MasterCard in 2012. Continuing the journey of building early stage companies Peter was the Co-Founder & President of Color exploring the future of mobile and social interactions through proximity. Most recently he spent time as a 2nd time Entrepreneur In Residence at Trinity Ventures.
CEO and Managing Partner
Edward Geiser is the CEO and managing partner of Juniper Capital Advisors, L.P. Prior to rejoining Juniper Capital, Edward was a managing director at Och-Ziff Capital Management where he focused on Och-Ziff's private investing activity in the E&P and midstream industries in the U.S. Prior to Och-Ziff, Edward helped to found Juniper Capital, which made investments in private energy and power companies in the U.S. In the aggregate, Edward has invested over $700 million of equity into over a dozen private energy companies with a focus on investments requiring $100 million of equity or less. Also during his career, he worked at each of the Merrill Lynch and Morgan Stanley Energy Investment Banking Groups in Houston, where he provided strategic advisory and capital markets services to companies involved in the energy industry. Edward received a B.S. in Finance from Louisiana State University.
Founder & CEO
Alex Bangash is the founder and CEO of Trusted Insight, the world's biggest network of institutional investors. Alex has helped invest over $1 billion in 50 funds for premier institutional investor clients with over 30% IRR and 2X NAV and established a network of over 500 top angels and accelerators globally.
Trang Nguyen is a portfolio manager at Trusted Insight, the world's biggest network of institutional investors. Trang has over ten years of experience in tech, startups and institutional investment as a former LP at Sutter Health & Visa.
More speakers to be confirmed
Share your vision with the biggest network of institutional investors.
Early Bird Price
(Until March 24)
(March 25 - June 14)