Wesley Pulisic is the Head of Alternative Credit for the Bureau of Asset Management, in the Office of the New York City Comptroller, where he has served for over 9 years. In this role, he is responsible for managing New York City’s exposure to public and private, performing and non-performing credit and credit-oriented strategies. Previously, Mr. Pulisic worked in corporate finance for Toys R Us, where he assisted in managing the company’s balance sheet, and he also worked in principal investing for UniCredit Bank, in London, where he invested across the capital structures of private European companies. Mr. Pulisic earned a BA from the University of North Carolina at Chapel Hill, and an MA from Columbia University. He also was awarded a Fulbright Scholarship to study transition economics in Slovenia, and holds the Chartered Financial Analyst® (CFA) designation.
Rodney Overcash is an investment director at Margaret A. Cargill Philanthropies. He supports the Chief Investment Officer in leading the implementation of the credit investment function and directs the Philanthropies’ effort in mission-related investing spanning across asset classes and impact areas. The credit investment function includes traditional active and passive long fixed income, private debt including distressed, loan origination strategies, and special situations, as well as various types of hedged credit (long/short, event-driven, distressed, relative value, and global macro). Before joining Margaret A. Cargill Philanthropies he was an investment director in the Investment Division of the North Carolina Retirement System. He has also served as Director of Research at Marquette Associates. Rodney Overcash holds an MBA in Analytic Finance from the University of Chicago Booth School of Business and a BA in Economics and International Studies from the University of North Carolina at Chapel Hill.
Benjamin Frede is a senior portfolio manager of private equity and private credit at the Public School and Education Employee Retirement System of Missouri. He joined the organization in 2016 and current responsibilities include being involved in all aspects of the development, portfolio construction, and implementation of the Systems' $5.6 billion private equity and private credit portfolio. He also evaluates and recommends new fund commitments across the private markets. Prior to joining the Missouri Teachers Retirement System, Benjamin served Missouri State Employees' Retirement System as a senior investment officer - illiquid alpha strategies. He has also served organizations such as Commerce Bancshares, Inc and UMB Bank. Benjamin Frede holds an MBA from the University of Missouri Trulaske College of Business.
Charles Dudley is the Head of Private Credit U.S. at Allianz Global Investors. Previously, he was managing director of private placements at Allianz Investment Management. Prior to that, he was managing director at Allianz of America. Dudley holds a B.A. from Yale University and a J.D. from Georgetown University.
Jared Speicher is the Head of Private Equity and Private Credit where he manages a $13+ billion portfolio of primary funds and co-investment across private equity and private credit for the $75+ billion pension plan for the State of New Jersey. Previously, he was a Director at Analytical Research focusing on portfolio and risk analysis for $2+ billion of advisory assets for a boutique institutional investment consulting firm focused on European corporate pension plans invested in alternative investments. Speicher holds an MBA from Rice University and a bachelor's degree in finance from the University of Texas at Austin and is both a CFA and CAIA charterholder.
William Cunningham is the Head of Credit Portfolio Management, Research, and Trading at Nationwide Insurance. He leads a 30-person team responsible for portfolio management, research, and trading of $60 billion of credit investments for a general account and third-party clients. Previously, he was a senior managing director at State Street Global Advisors. Cunningham holds an MBA in finance from Columbia University and a B.S. from Brown University.
Sean Blatchley is a portfolio manager at Partners HealthCare Investment Office. He oversees $2 billion of the organization's total assets of $13 billion. He primarily covers credit-oriented alternatives, public and private credit strategies, and private real assets. Previously Blatchley has held roles of the fixed income portfolio manager and investment analyst within the organization. He received his master's degree in finance from Boston College and a B.S. in engineering from the State University of New York at Buffalo.
Managing Director, Alternative Investments, Head of Private Equity, Credit and Co-investments
Susan Garrett is Managing Director, Alternative Investments, Head of Private Equity, Credit, and Co-investments at Prudential Financial. She also helped re-establish the private equity program which had been previously outsourced. She also hired the team, determined portfolio strategy, and rebuilt infrastructure and reporting. Previously, she was managing director, head of private equity at AIG Asset Management. Prior to that, she served at MetLife Investment for over 13 years. Susan holds an MBA from the University of Pennsylvania, the Wharton School, and a B.S. degree in finance from the University of Virginia.
Meghna Desai is Director of Investments at New York-Presbyterian Hospital, serving there since 2017. Previously, she was the head of private markets and credit at the New Jersey Division of Investments. Prior to that, she was an associate at AUM Capital LLC and an equity research analyst at Renaissance Capital. Desai holds a B.A. degree in biochemistry from New York University.
Robert Thompson is a senior portfolio manager of credit for United Parcel Service (UPS). In his role, he is responsible for managing and creating the UPS Credit Portfolio, a $3 billion portfolio in total exposure focusing on generating current income and high risk-adjusted returns in private and public fixed income asset classes. Prior to working at UPS, he was a portfolio manager for Voya Investment Management. He received his MBA from Wake Forest University School of Business.
Associate Director, Private Credit
Rachel Hudson is an associate director of private credit at MetLife, where she has served since 2017. Previously, she was an investment banking associate of public finance at J.P. Morgan. Hudson holds an MBA from Harvard Business School and a bachelor's degree in mathematics from Williams College.
Viktor S Makarov is a Senior Investment Analyst with the Texas Permanent School Fund, serving on the absolute return strategies team. He joined the ~$40 billion educational endowment in 2017 and covers hedge funds, alternative and private credit, and opportunistic and special situation investments. Previously, he was an investment strategist on the MBA development program with Chevron, covering U.S. and European public and private equity, real estate, and infrastructure investments as well as sourcing and diligencing principal investments in Asia. Prior to that, he held various positions at Simmons Energy and Baker Hughes. Viktor holds an MBA from the University of Chicago Booth School of Business and a B.E. from Vanderbilt University.
Louis Zahorak is an investment director, head of credit portfolio management at the California Public Employees' Retirement System. Previously, Zahorak was head of active and index credit portfolio management at Barclays Global Investors, credit research analyst and trader at Ameritech Corp., senior valuation consultant at Wolf & Co. and junior accountant at Warady. Zahorak holds a B.A. in accounting from North Park College and an MBA from the University of Chicago.
Eunice McHugh is the senior portfolio manager focused on private credit at San Francisco Employees' Retirement System. She has nearly 14 years of experience. In her current role, she is responsible for the growth and management of SFERS’ Private Credit allocation (10% of plan assets). Investment strategies for the portfolio include senior debt, mezzanine, credit opportunities, specialty finance, real estate debt, distressed and special situations, and other opportunistic strategies - all across the U.S., Europe, Asia, Latin America, and other emerging markets. Prior to SFERS, Eunice McHugh at Morgan Stanley and Lehman Brothers. She holds a bachelor's degree in Economics from the University of California, Davis.