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 private markets and institutional investing.

  • Hear from top chief investment officers on alternative assets.
  • Gain insights from different institution-types on how they are repositioning their portfolios across venture capital, private equity, hedge funds, real estate and real assets.
  • Pose your question on trends in private credit to our LP Panel.
  • Discuss how investment fund models and fees are evolving.
  • Learn from LP experts how to tap into emerging markets.
  • Mingle over drinks and canapés with your LP peers at our evening drinks reception.

Speakers

Get insights from top CIOs and directors in institutional investing

Alexis Ohanian

Co-founder, Reddit

Managing Director

Initialized Capital

Alexis Ohanian

Co-founder Reddit, Managing Director - Initialized Capital

Alexis Ohanian is a product, marketing and community expert as well as a prolific early stage investor. Mr. Ohanian was partner and ambassador-to-the-East for Y Combinator, a seed accelerator regarded as “the most powerful startup incubator in the world.” He is a co-founder of Reddit, a content and media aggregator acquired by Condé Nast in 2006. He helped launch hipmunk. He also has a BA in History and BS in Commerce from University of Virginia.

Stuart Mason

Chief Investment Officer

University of Minnesota

Stuart Mason

Chief Investment Officer - University of Minnesota

Stuart Mason is the associate vice president and chief investment officer for the University of Minnesota. Previously, he worked for more than a decade in financial services as a senior investment banker for Dougherty & Company, EVEREN Securities, Dain Rauscher and Wells Fargo & Company. Mr. Mason graduated from the Carlson School of Management at the University of Minnesota and attended St. Olaf College. In 2015, Trusted Insight magazine named Mr. Mason a Top 30 Endowment Chief Investment Officer.

Andrew Eberhart

Chief Investment Officer

A Prominent Single-Family Office

Andrew Eberhart

Chief Investment Officer - A Prominent Single-Family Office

Andrew Eberhart is chief investment officer for a prestigious single-family office located in Pittsburgh. Previously, he served as managing director at Lazard Freres & Company, managing partner at the Marshall Fund, managing director at Citigroup Private Bank and the private client group of U.S. Trust and investment consultant at Cambridge Associates. Mr. Eberhart earned a BA in Economics from Cornell University and an MBA from the Wharton School at the University of Pennsylvania. He served as a U.S. Naval Aviator.

Mike Cagney

Chief Executive Officer

SoFi

Mike Cagney

Chief Executive Officer - SoFi

Chairman, chief executive and co-founder of fintech phenomenon SoFi Mike Cagney is a veteran Wall Street executive who served as head of proprietary trading for Wells Fargo & Company. Mr. Cagney is also co-founder of Cabezon Investment Group, a global macro hedge fund, as well as non-executive chairman of ReFlow. In addition, Mr. Cagney founded and served as chairman and chief architect of Finaplex, later sold to Broadridge. He has an MS in Management from Stanford Graduate School of Business, where he was a Sloan Fellow, as well as an MS in Applied Economics from University of California, Santa Cruz.

Joel Wittenberg

Chief Investment Officer

W.K. Kellogg Foundation

Joel Wittenberg

Chief Investment Officer - W.K. Kellogg Foundation

As chief investment officer of W.K. Kellogg Foundation, Joel Wittenberg is in charge of managing and monitoring a $8 billion investment portfolio. Prior to being named CIO in 2009, he served as vice president and treasurer of Kellogg Company, a multinational food manufacturer with a market capitalization of more than $24 billion. Mr. Wittenberg studied Accounting and Business at the Eli Broad College of Business at Michigan State University and the Stephen M. Ross School of Business at University of Michigan. In 2015, Trusted Insight magazine named Mr. Wittenberg a Top 30 Foundation Chief Investment Officer.

David Holmgren

Chief Investment Officer

Hartford HealthCare

David Holmgren

Chief Investment Officer - Hartford HealthCare

As chief investment officer of Hartford HealthCare, a leading integrated hospital and health care system, David Holmgren is in charge of managing and monitoring a $3 billion endowment and pension fund. Previously, he served as principal investment officer for the Connecticut State Treasury and as senior portfolio manager for DSI International Management, a unit of UBS. A 26-year investment management professional, Mr. Holmgren received a BA in Economics from Denison University and an MBA from the Columbia Business School of Columbia University.

Shervin Pishevar

Co-founder, Hyperloop One

Managing Director

Sherpa Capital

Shervin Pishevar

Co-founder Hyperloop One, Managing Director - Sherpa Capital

Born in Iran, Shervin Pishevar is a Silicon Valley entrepreneur and super angel investor who is co-founder and executive chairman of Hyperloop One as well as head of Sherpa Capital, a venture capital firm and seed investor in Airbnb, Munchery and Uber. Prior to Shevrin Capital, he served as managing director for Menlo Ventures. U.S. President Barack Obama awarded Mr. Pishevar with the Ellis Island Medal of Honor and appointed him top the J. William Fulbright Scholarship Board. A graduate of the University of California, Berkeley, his research has been published in the Journal of the American Medical Association .

Daniel Parker

Deputy Chief Investment Officer

Texas Tech University

Daniel Parker

Deputy Chief Investment Officer - Texas Tech University

Daniel Parker became deputy chief investment officer of Texas Tech University in 2016. Previously, he held the title of senior investment officer at Helmsley Charitable Trust. A former Wall Street professional, he has also worked for BlackRock, Citigroup and Legg Mason. Mr. Parker served as an in the United States Marine Corps where he led infantry and reconnaissance. He received an MBA from The College of William and Mary and a BA from Tulane University. In 2015, Trusted Insight magazine named Mr. Parker a Top 30 Rising Venture Capital LP.

Eric Kirsch

Global Chief Investment Officer

Aflac

Eric Kirsch

Global Chief Investment Officer - Aflac

Eric Kirsch joined Aflac in November 2011 as the first senior vice president and global chief investment officer. In 2012, he was promoted to executive vice president. As global CIO, he is in charge of the investment portfolio and investment team. Previously, he served as managing director and global head of insurance asset management for Goldman Sachs Asset Management, the investment management arm of Wall Street firm Goldman Sachs. For GSAM, he supervised a global team of 55 managing more than $70 billion. Prior to Goldman Sachs, he worked for Deutsche Asset Management and Bankers Trust Company. A CFA charterholder, Mr. Kirsch has a BBA from Baruch College and an MB.A from Pace University.

Josh Stern

Director, Private Market

Robert Wood Johnson Foundation

Josh Stern

Director, Private Market - Robert Wood Johnson Foundation

Joshua Stern joined Robert Wood Johnson Foundation, a $9.2 billion endowment, in January 2012 as a senior investment officer. He is in charge of overseeing private credit, private equity, real estate and venture capital. Prior to RWJF, he headed private market investing for Rockefeller University. Previously, he served as director in the higher education and not-for-profit group of Standard & Poor’s Financial Services. Mr. Stern received an MPA in Public Finance from the Maxwell School at Syracuse University, an MS in Nonprofit Management from New York University and a BA in History and Sociology from Binghamton University.

Ahmad Saad

Head of Fixed Income and Private Equity

A Prominent Single-Family Office

Ahmad Saad

Head of Fixed Income and Private Equity - A Prominent Single-Family Office

Sam Gallo

Chief Investment Officer

University System of Maryland Foundation

Sam Gallo

Chief Investment Officer - University System of Maryland Foundation

Sam Gallo is the chief investment officer at University System of Maryland Foundation, where he is responsible for the investment portfolio totaling more than $1.2 billion. Previously, Mr. Gallo has served as a senior official with PricewaterhouseCoopers and Ennis Knupp & Associates. He earned an MBA from the University of Chicago Booth School of Business and BAS in Accounting and Finance from the University of Illinois. Mr. Gallo is president of the CAIA Washington, D.C., a chapter of CAIA Association. He is also investment committee chairman and a board member of the Bender Jewish Community Center of Greater Washington.

Alan Chang

Partner

Capricorn Investment Group

Alan Chang

Partner - Capricorn Investment Group

Alan Chang is partner and managing director of Capricorn Investment Group, overseeing its multi-asset-class and emerging market portfolio in Asia and well as its global venture portfolio. Prior to Capricorn, Mr. Chang worked for DLJ New England in early-stage seeding as well as Montgomery Securities as a corporate finance adviser. A CFA charterholder, he received his MBA from Harvard Business School and BSE from Duke University.

Brian Singerman

Partner and Managing Director

Founders Fund

Brian Singerman

Partner and Managing Director - Founders Fund

Brian Singerman is a partner at Founders Fund, a San Francisco-based venture capital firm with over $3 billion under management. Singerman graduated from Stanford University in 1999 with a B.S. in Computer Science. Following Stanford, Singerman joined the virtual-world online start-up, There, as a software engineer. In 2004, Singerman was recruited to Google. He spent the next four years at Google as an engineer and executive, where (among other projects) he founded the personal web portal, iGoogle. While at Google, Singerman started his career as an investor, founding his own angel fund, the XGYC Fund. In 2008, Singerman joined Founders Fund where he serves as a partner along with Peter Thiel, Ken Howery, and Luke Nosek. In April 2016, Singerman's largest investment to date, Stemcentrx, was acquired by pharmaceutical company AbbVie in a transaction valuing the company at up to $10.2 billion.

Sam Masoudi

Chief Investment Officer

Wyoming Retirement System

Sam Masoudi

Chief Investment Officer - Wyoming Retirement System

Sam Masoudi, a charterholder of both the CFA and CAIA, is chief investment officer for the $77 billion Wyoming Retirement System. Prior to joining WRS in 2013, Mr. Masoudi headed the endowment for Tulane University. In 2000, he founded hedge fund Silver Peak Portfolio Management, holding the role of portfolio manager though 2007. He has also worked for private equity firm Veronis Suhler and real estate investment banking group Kidder Peabody. Mr. Masoudi graduated from Babson College with a BS in Finance.

Dale Hunt

Managing Director, Private Equity

Ascension Investment Management

Dale Hunt

Managing Director, Private Equity - Ascension Investment Management

For Ascension Investment Management, a $33 billion endowment, Dale Hunt is in charge of leading its private equity portfolio. Previously, Ms. Hunt, a 33-year investment management professional, oversaw a $750 million portfolio as chief investment officer of West Virginia University Foundation. She has also worked for ABN AMRO, NatWest, S.G. Warburg, Prudential and Smith Barney. Ms. Hunt has a BA in Liberal Arts from Boston College and an MBA from Pace University. In 2016, Trusted Insight magazine featured Ms. Hunt on a Top 30 LP Private Equity Investing LP.

Subrata Mitra

Partner

Accel India

Subrata Mitra

Partner - Accel India

Subrata Mitra is from Kolkata, India and joined Accel in 2008. A one-time entrepreneur turned venture capital investor, his Erasmic Venture Fund rebranded to become Accel India. He was the first investor in Flipkart, Mu-Sigma, Virident, Perfint and Myntra. Prior to Erasmic, Mr. Mitra was managing director of Tavant Technologies. He also founded of Firewhite. Mr. Mitra studied Computer Sciences at the Indian Institute of Technology at Kanpur and received his MS from UDel, and Ph.D. from Urbana.

Jon Nieman

Head of Private Equity

Saudi Aramco Energy Ventures

Jon Nieman

Head of Private Equity - Saudi Aramco Energy Ventures

Jon Nieman is head of private equity for the investment management department of Saudi Aramco. Previously, Mr. Nieman co-founded Saudi Aramco Energy Ventures, the corporate venture capital arm of Aramco. Prior to Saudi Aramco, he was Managing Director of Redline Partners, a member of the private market advisory group of State Street and portfolio manager of private equity for the State of Michigan Retirement Systems. Mr. Nieman earned BBA in Finance from Eastern Michigan University and an MBA from Kenan-Flagler Business School at the University of North Carolina.

Rodney Overcash

Director, Credit Strategies

Margaret A. Cargill Philanthropies

Rodney Overcash

Director, Credit Strategies - Margaret A. Cargill Philanthropies

Rodney Overcash is investment director of credit for each grantmaking unit of Margaret A. Cargill Philanthropies: Margaret A. Cargill Foundation; Anne Ray Charitable Trust and; Akaloa Resource Foundation. The stated mission of each organization is to provide meaningful assistance and support to society. Previously, Mr. Overcash served as investment director of alternative credit and inflation strategy for North Carolina Retirement System and director of research at Marquette Associates. Mr. Overcash has a BA in Economics and International Studies from University of North Carolina at Chapel Hill and an MBA from the University of Chicago.

John Heneghan

Investment Team

Equity Group Investments

John Heneghan

Investment Team - Equity Group Investments

John Heneghan is in charge of the hedge fund and private equity fund family for Equity Group Investments, a 40-year-old private investment firm founded by commercial real estate mogul Sam Zell. In addition to his role with EGI, he is president and founder of Servant Financial, a registered investment adviser. A CPA, he served as Chief Financial Officer of CNA Surety and Controller of Capsure prior to joining EGI in 2005. Earlier in his financial services career, Mr. Heneghan worked for Deloitte as senior audit manager. Mr. Heneghan received a BA in Accounting from the University of Illinois.

Tom Masthay

Director of Real Assets

Texas Municipal Retirement System

Tom Masthay

Director of Real Assets - Texas Municipal Retirement System

Tom Masthay is director of real assets at Texas Municipal Retirement System, a $25 billion pension fund. Prior to joining TMRS in 2014, he was principal investment analyst for NextEra Energy, a publicly traded clean energy company. In addition, he served as director of real assets for the $15 billion Kentucky Retirement Systems. A CFA and CAIA charterholder, Mr. Masthay is also a certified Financial Risk Manager. He completed received a BBA and an MBA in Finance from the University of Kentucky. In 2016, Trusted Insight magazine selected Mr. Masthay as a Top 30 Future Pension Fund Chief Investment Officer.

Mark Canavan

Senior Portfolio Manager

New Mexico Educational Retirement Board

Mark Canavan

Senior Portfolio Manager - New Mexico Educational Retirement Board

Mark Canavan is in charge of a $1.7 billion real asset portfolio for the New Mexico Educational Retirement Board and is credited with leading the creation, design and implementation of the infrastructure, real estate and timber platform for the $12 billion NMERB. Prior to joining NMERB in 2007, Mr. Canavan served as chief investment officer for the Office of the State Treasurer of New Mexico. A graduate of the University of New Mexico, he began his career in finance in 1989 as a financial planner for Ameriprise Financial. Mr. Canavan has also worked for Merrill Lynch & Company and Prudential Financial.

David Barcus

Investment Manager

Denison University

David Barcus

Investment Manager - Denison University

David Barcus is member of the investment team for the $750 million Denison University endowment. Mr. Barcus began his financial services career in accounting but found the problem-solving required in finance and investing a more rewarding challenge. Before joining Denison University in 2013, he served as vice president of hedge fund manager selection for Amundi Alternative Investment, a global asset management firm headquartered in Paris. Mr. Barcus received an MBA from DePaul University and a BS in Accounting from Miami University. Trusted Insight magazine named Mr. Barcus to its Top 30 LP Credit Investor list in 2016.

Seung Ha Ku

Head of Offshore Private Equity

CreditEase

Seung Ha Ku

Head of Offshore Private Equity - CreditEase

Seungha Ku, partner at CreditEase, is head of its offshore private equity team and is responsible for a global private equity portfolio. Prior to CreditEase, he worked Grosvenor Capital Management and Credit Suisse, where as a founding member of its Asia business he led investing and co-investing. Mr. Ku also worked at Macquarie Group in New York. He graduated from the University of Pennsylvania with a BA in Economics and studied at Tsinghua University through a study abroad program.

Elise Huang

Chief Executive Officer

Noah US

Elise Huang

Chief Executive Officer - Noah US

Elise has is a 20-year venture capital and private equity investment experience in the U.S. and Asia. She is currently chief executive officer of Noah US and a partner of Gopher Asset Management, a $16 billion private equity investment arm of Noah Holdings, a publicly traded company on the New York Stock Exchange. Ms. Huang earned her MBA at the University of Dubuque and her BA in Economic Law from Southwest University.

Pamela Campbell

Managing Director

Washington University Investment Management Company

Pamela Campbell

Managing Director - Washington University Investment Management Company

Pamela Campbell is managing director of hedged strategy with Washington University Investment Management Company and is responsible for WUIMC hedge fund portfolio. Ms. Campbell joined WUIMC in 1997 from McDonnell Douglas where she managed its defined benefit department. She is a member of the investment committee of the Missouri Foundation for Health and is on the finance committee of St. Anthony's Charitable Hospital Foundation. She earned a BA in Psychology from the University of Illinois Urbana-Champaign and an MBA from Saint Louis University. In 2016, Trusted Insight magazine named Ms. Campbell a Top 30 Hedge Fund LP.

Mark Newcomb

Managing Director

Washington University Investment Management Company

Mark Newcomb

Managing Director - Washington University Investment Management Company

Before joining Washington University Investment Management Company to head public market investing, Mark Newcomb worked from 2007 to 2011 for University of Texas Investment Management Company. Previously Mr. Newcomb, who worked for TIAA-CREF before joining UTICO, has also worked for Bear Stearns & Company and Ernst & Young. Mr. Newcomb earned a BA in Finance from Texas Christian University and an MBA from the Kenan-Flagler School of Business at University of North Carolina at Chapel Hill. A CFA charterholder, he was named a Top 30 Credit Investing LP by Trusted Insight magazine in 2016.

Elaine Orr

Director of Investments

Silicon Valley Community Foundation

Elaine Orr

Director of Investments - Silicon Valley Community Foundation

Elaine Orr is the former head of investing for $8 billion Silicon Valley Community Foundation, which is dedicated to supporting surrounding Santa Clara County and San Mateo County in California. For SVCF, she served on the investment committee and handled stewardship of charitable capital. Previously, she had a 15-year career in portfolio strategy and client relationship management with BlackRock. Ms. is a CFA charterholder and has a BA in Commerce and Finance from The University of British Columbia. She is a board member of Pangea Legal Services. Trusted Insight magazine recognized Ms. Orr has a Top 30 Rising Foundation Star.

Aaref Hilaly

Partner

Sequoia Capital

Aaref Hilaly

Partner - Sequoia Capital

Aaref Hilaly is a partner at Sequoia Capital and a serial entrepreneur who previously founded CenterRun and Clearwell. He serves on the boards of Clari, Guardant Health, Skyhigh Networks and several other private and public companies.

Mike Jones

Chief Executive Officer

Science Inc.

Mike Jones

Chief Executive Officer - Science Inc.

A long-time internet entrepreneur and angel investor, Mike Jones founded his first company while still in college and has built and sold a number of online and mobile businesses. As chief executive officer of Los Angeles-headquartered Science, Mr. Jones has leveraged his professional experience and industry network to provide a centralized platform for building and investing in innovative technology. Prior to Science Inc., he held the role of CEO for Myspace. Mr. Jones has a BAS in International Business and Marketing from the University of Oregon, which named him its Student Entrepreneur of the Year in 1997.

Peter Pham

Co-Founder

Science Inc.

Peter Pham

Co-Founder - Science Inc.

Peter Pham began his entrepreneurship in enterprise hardware in software until 2008, when he relocated to Silicon Valley and he helped expand Photobucket into a leading image and video hosting website with a user base of 61 million. As co-founder of Santa Barbara, Calif., startup studio Science Inc., Mr. Pham has the distinction of becoming the first-ever investor in DogVacay as well as Dollar Shave Club. A stalwart of Southern California, he studied Biology and Business Management at the University of Southern California, Irvine.

Edward Geiser

Chief Executive Officer

Juniper Capital Advisors

Edward Geiser

Chief Executive Officer - Juniper Capital Advisors

Prior to rejoining Juniper Capital Advisors as Chief Executive Officer and Managing Partner in 2014, Edward Geiser worked for Och-Ziff Capital Management Group, where he headed private energy and midstream investing from 2008 to 2013 as Managing Director. Mr. Geiser was a co-founder of Juniper Capital, a Houston energy fund placement agent. Earlier in his financial services career, he worked in energy investment banking for Merrill Lynch & Company and Morgan Stanley. Mr. Geiser received a BS in Finance from Louisiana State University.

Alex Bangash

Chief Executive Officer

Trusted Insight

Alex Bangash

Chief Executive Officer - Trusted Insight

Alex Bangash is founder of Trusted Insight, the largest institutional investor network in the world. A senior venture capital investor, limited partner adviser and entrepreneur, he is also Managing Director of TI Platform Fund, a venture capital fund-of-fund specializing in innovative technology. Prior to launching Trusted Insight in 2010, he served as managing director of Rumson Consulting Group, a company he founded in 2003 to provide investment advice on private equity and venture capital. A graduate of Cornell University, Mr. Bangash earned an MBA in Investment Management from the Wharton School of the University of Pennsylvania.

Trang Nguyen

Portfolio Manager

Trusted Insight

Trang Nguyen

Portfolio Manager - Trusted Insight

Trang Nguyen is a portfolio manager with Trusted Insight. She has more than a decade of experience investing in startup technology with Sutter Health and Visa.

More speakers to be confirmed

Attendees

Meet with over 150 LPs. Senior institutional investors are confirmed to attend from:

Agenda

Download Agenda as PDF
 

Tuesday June 13, 2017 Pre-event Dinner

7.30 P.M.

Frontier market investing in Northern Iraq – the (many) lessons learned

Andrew Eberhart, Chief Investment Officer, A Prominent Single-Family Office

Wednesday June 14, 2017 Main Conference

8.00 A.M.

Breakfast Workshop: Asset Allocation

By invitation only

9.00 A.M.

Welcome

Co-chair: Alex Bangash, Chief Executive Officer, Trusted Insight

Session One: The Changing Institutional Investment Landscape

9.05 A.M.

Sustainable Strategy a Low-Yield Environment*

Stuart Mason, Chief Investment Officer, University of Minnesota

9.25 A.M.

Leaving a Legacy: Investing for Change*

Joel Wittenberg, Chief Investment Officer, W.K. Kellogg Foundation

9.45 A.M.

Balancing Risk with Alpha Return*

David Holmgren, Chief Investment Officer, Hartford HealthCare

09.30

Creating a sustainable investment strategy in a low-yield environment

Stuart Mason, Chief Investment Officer, University of Minnesota

10.05 A.M.

The CIO Leadership Roundtable: Trumponomics 101

Moderator: Ari Levy, Senior Technology Reporter, CNBC

Featuring:

Joel Wittenberg, Chief Investment Officer, W.K. Kellogg Foundation
Stuart Mason, Chief Investment Officer, University of Minnesota
David Holmgren, Chief Investment Officer, Hartford HealthCare
Sam Gallo, Chief Investment Officer, University System of Maryland Foundation

10.45 A.M.

Morning Networking Break

Session Two: Driving Alpha Return

Breakout Session A

11.00 A.M.

Introduction

Co-Chair: Alex Bangash, Chief Executive Officer, Trusted Insight

11.05 A.M.

True Early-Stage Venture Capital

Moderator: Alex Bangash, Chief Executive Officer, Trusted Insight

Featuring:

Michael Jones, Chief Executive Officer, Science Inc.
Shervin Pishevar, Co-founder/Managing Director, Sherpa Capital, Co-founder Hyperloop One
Alexis Ohanian, Co-founder, Reddit, Co-founder/Managing Director Initialized Capital
Brian Singerman, Managing Director Founders Fund

11.25 A.M.

U.S. Real Estate: Analysis and Outlook*

Tom Masthay, Director of Real Assets, Texas Municipal Retirement System

11.45 A.M.

Private Equity Panel Discussion

Featuring:

Dale Hunt, Managing Director, Private Equity, Ascension Investment Management
Josh Stern, Director, Private Market, Robert Wood Johnson Foundation
John Heneghan, Investment Team, Equity Group Investments
Tristram Perkins, Managing Director, Neuberger Berman

Breakout Session B

11.00 A.M.

Introduction

Co-Chair: Trang Nguyen, Portfolio Manager, Trusted Insight

11.05 A.M.

Portfolio Diversification and Real Asset Allocation*

Mark Canavan, Senior Portfolio Manager, New Mexico Educational Retirement Board

11.25 A.M.

The Drill-down on U.S. Oil and Gas*

Edward Geiser, Chief Executive Officer, Juniper Capital Advisors

11.45 A.M.

Private Credit: Alternative Lending, Opportunistic Yield

Featuring:

Eric Kirsch, Chief Investment Officer, Aflac
Mark Newcomb, Managing Director, Private Market, Washington University Investment Management Company
Rodney Overcash, Director, Credit Strategy, Margaret A. Cargill Philanthropies
David Barcus, Investment Manager, Denison University

12.25 P.M.

Lunch

Session Three: Rethinking Alternative Investing

1.30 P.M.

Fireside Chat: Fintech and Disruption

Interviewer: Alex Bangash and Trang Nguyen

Keynote Speaker: Mike Cagney, Chief Executive Officer, SoFi

1.50 P.M.

Redefining Hedge Fund Alpha, Refilling the Alternative Bucket

Moderator: Elaine Orr, Director of Investments, Silicon Valley Community Foundation

Featuring:

Sam Masoudi, Chief Investment Officer, Wyoming Retirement System
Dan Parker, Deputy Chief Investment Officer, Texas Tech University
Pamela Campbell, Managing Director, Washington University Investment Management Company
Jonathan Hook, Chief Investment Officer, The Harry and Jeanette Weinberg Foundation

2.30 P.M.

Roundtable Discussion

Each Roundtable Discussion is led by a subject matter expert specifically assigned to initiate a lively and open dialogue about a relevant investment management trend or issue.

1. Roundtable #1: Option Trading in an Institutional Portfolio

Host: Doug Kramer, Managing Director, Neuberger Berman

2. Roundtable #2: Next Generation Credit?

Host: Edward Geiser, Chief Executive Officer, Juniper Capital Advisors

3. Roundtable #3: Topic To Be Determined

4. Roundtable #4: Topic To Be Determined

5. Roundtable #5: Topic To Be Determined

Session Four: The Global Marketplace

3:00 P.M.

Emerging Market

Featuring:

Subrata Mitra, Partner, Accel
Ahmad Saad, Head of Fixed Income and Private Equity, A Prominent Single-Family Office

3:40 P.M.

Afternoon Networking Break

4:00 P.M.

Creating a Global Private Equity Strategy for a Multi-trillion Dollar Company (Give or Take a Trillion)*

Jon Nieman, Head of Private Equity, Saudi Aramco

4:20 P.M.

Putting China in Perspective

Featuring:

Alan Chang, Partner, Managing Director, Capricorn Investment Group
Jon Nieman, Head of Private Equity, Saudi Aramco
Elise Huang, CEO, Noah US LLC, Managing Partner, Gopher Asset Management
Seungha Ku, Head of Offshore Private Equity, CreditEase

5:00 P.M.

Closing

Co-Chair: Alex Bangash, Chief Executive Officer, Trusted Insight

5:05 P.M.

Reception

8:00 P.M.

End

* Standalone presentation

Sponsors

Share your vision with the biggest network of institutional investors.

Juniper Capital

Juniper Capital

Juniper Capital, along with its affiliates, provides private equity capital to middle-market oil and gas companies. We are focused on working with high-quality management teams to provide transformational capital to demonstrate the value and productive potential of properties located primarily in the continental United States. Our team is comprised of experienced individuals who collectively have invested in over 40 private oil and gas companies or projects over their careers.

Become a sponsor

Where & When

Main Conference

Wednesday June 14, 2017
9.30AM - 5.30PM

The Bently Reserve, 301 Battery Street,
San Francisco, CA 94111

Register

Full Price

(March 25 - June 14)

Institutional Investor

FREE

General Partner

$4999

(Limited Places)

In order to ensure a balanced forum, we are limiting the number of general partner tickets available to 50. All requests to attend will be assessed by our team.
To speak with a sales representative, please contact us at events@thetrustedinsight.com or call 1-415-871-0280.
Before applying to attend, please read the following Terms & Conditions.

Terms and Conditions

G.P. tickets are priced at $4999. There is an early-bird rate for G.P. tickets of $1999, which is valid until March 24, 2017 or until the first thirty G.P. tickets are sold, whichever occurs first. Eligible L.P.swill be issued a complimentary ticket to Trusted Insight Alpha Conference upon request.L.P.s include institutional investors, i.e. an investment professional at an endowment, foundation, pension fund, corporation, single-family office, sovereign wealth fund or insurance firm. This offer does not extend to multiple-family offices or fund of funds or to anyone who does not hold an investment position within the firm types listed above. Any other individuals who are neither an L.P. or G.P will be quoted a ticket price on request.

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  15. All unauthorized filming, sound recording and photography, or the unauthorized transmitting of audio or visual material, dataor information, is strictly prohibited at the Event. Any person found to be in violation of this term may be removed from the Event and banned from future Trusted Insight events. Trusted Insight reserves the right to destroy or delete any unauthorized content from the Event.
  16. By registering for this Event, you consent to filming, photographing and sound recording on behalf of Trusted Insight, and for Trusted Insight to use this content for its own marketing, promotional and other purposes without liability or restriction. Content from this Event may also be licensed to any third party with the permission of Trusted Insight.
  17. Trusted Insight reserves the right to store your personal information, which you provide to us in registering or attending the Event. It also reserves theright to share this personal information with selected third parties. Your personal information may also be shared with government entities and regulatory authorities as required by law. Trusted Insight does not hold liability for use of this data by government entities or regulatory authorities.
  18. Trusted Insight and its employees are not liable for any loss, injuries, damage or death that happen to any persons or their property at the Event, whether direct, indirect, incidental, special or consequential (including, without limitation, loss of profit, loss of business or any other type of economic loss) or otherwise.