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Workshops
Workshops
The Infrastructure Super Cycle: 'The Three Ds'
Infrastructure is a booming asset class in the midst of a super cycle, and opportunities are opening up for individual investors—but what does infrastructure really entail and how can advisors use it to help their clients? We discuss the three main themes that we believe will continue to drive significant investment opportunity for decades to come: Digitalization, Decarbonization and Deglobalization.
• Key market infrastructure trends informed by Brookfield’s $161B global infrastructure platform
• The benefits of private infrastructure,
• Why advisors should be allocating to infrastructure this year
Company Profile: Brookfield Oaktree Wealth Solutions delivers to private wealth investors, in partnership with their financial advisors, the unparalleled alternative investment expertise of Brookfield Asset Management and Oaktree Capital Management
We offer real asset and credit strategies, across public and private markets and the liquidity spectrum, that are built on a history of investment excellence, integrity, and an alignment of values.
We aim to deliver the highest-quality investing solutions, insights, and specialized support to help advisors serve the unique investment goals and time horizons of each investor.
IMPORTANT DISCLOSURES
All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment. Past performance is no guarantee of future results
REITs investing risks are similar to those associated with direct investments in real estate: property value fluctuations, lack of liquidity, limited diversification and sensitivity to economic factors such as interest rate changes and market recessions
©2023 Brookfield Corporation; ©2023 Brookfield Asset Management Ltd.; ©2023 Oaktree Capital Management, L.P.; ©2023 Brookfield Oaktree Wealth Solutions LLC; & ©2023 Brookfield Public Securities Group LLC.
Brookfield Oaktree Wealth Solutions LLC and Brookfield Public Securities Group LLC are an indirect majority owned subsidiary of Brookfield Corporation
Speaker
Chloe Berry
Head of Brookfield Infrastructure Income
Chloe Berry is a Managing Director in Brookfield’s Infrastructure Group. In this role, Ms. Berry is the Head of Brookfield Infrastructure Income and is also responsible for the global capital markets and treasury function. She has held a number of roles within Brookfield, including recently leading the finance and operations of Brookfield’s private infrastructure funds. Prior to joining Brookfield, Ms. Berry worked in corporate finance and M&A at large multinational corporations and a global investment bank. Ms. Berry holds a Bachelor of Science degree from McGill University.
Representatives
Sam Garetano
Senior Vice President, Brookfield Infrastructure
Sam Garetano is a Senior Vice President in Brookfield’s Infrastructure Group. In this role, he is involved in Brookfield Infrastructure Income and strategic initiatives for Brookfield’s infrastructure platform. Prior to joining Brookfield, Mr. Garetano was a member of the investor relations and business development teams at Waud Capital Partners and Adams Street Partners. Previously, he worked in BlackRock’s institutional client and alternative strategies group, where he was responsible for distribution of alternative investment solutions to clients globally. Mr. Garetano holds a Bachelor of Science degree from Syracuse University.
Matthew Mongeau
Vice President
Matthew Mongeau has served as Vice President at Brookfield Oaktree Wealth Solutions since 2022 and is responsible for the RIA channel distribution in Southeastern US. Mr. Mongeau joined Brookfield Oaktree Wealth Solutions from Partners Group where he was responsible for fundraising and business development for the firm’s private equity strategies. Prior to Partners Group, Mr. Mongeau was an Internal Wholesaler at Amundi Pioneer Asset Management. Mr. Mongeau holds a bachelor’s degree in economics from Syracuse University. Mr. Mongeau holds his Series 7 and 66 licenses.
Navigating Private Credit in a Shifting Market Landscape
Are we in the golden age of private credit? It’s no secret that private credit has been a hot asset class lately (and for good reason) but are higher for longer rates threatening to drive defaults and derail returns? What are some of the private credit strategies that may help investors diversify risk, generate resilient yield streams, and dampen overall portfolio volatility?
Our presentation will cover the following topics:
• An update on the private credit market
• What types of strategies, deal types, and collateral may be considered when constructing a diversified private credit portfolio
• How the Calamos Aksia Alternative Credit and Income Fund (CAPIX) is positioned today seeking to capitalize on this exciting but evolving asset class
Company Profile: Calamos Investments is a diversified global investment firm offering innovative investment strategies including alternatives, multi-asset, convertible, fixed income, private credit, equity, and sustainable equity. With $36 billion in AUM as of June 30, 2023, the firm offers strategies through ETFs, separately managed portfolios, mutual funds, closed-end funds, interval funds, and UCITS funds. Clients include financial advisors, wealth management platforms, pension funds & endowments, foundations, and individuals, globally. Headquartered in the Chicago metropolitan area, the firm also has offices in New York, San Francisco, Milwaukee, Portland (Oregon), and the Miami area. Our history traces back to the challenging markets of the 1970s, when John P. Calamos, Sr. began his investment career using convertible securities to help clients build wealth and manage risk.
Speakers
Timothy Nest, CFA
Head of Private Credit, Portfolio Manager, Aksia
Tim is Head of Private Credit and has over 23 years of experience in alternative investments with a primary focus in private markets and credit. He oversees the global private credit investment research platform and works with a broad group of global investors focused on the private credit asset class. His team focuses on sourcing, screening, evaluating and monitoring credit-oriented investments accessed across a variety of structures including primaries, co-investments/directs and secondaries.
Representatives
Tod Trabocco, CFA
Managing Director, Private Credit Strategist, Aksia
Tod is a Managing Director on the Investment Research team and has over 25 years of industry experience. He is actively involved throughout the investment process including sourcing, screening and evaluating private credit primary, secondary, co-investment and SMA investments. Tod also works with the Portfolio Advisory team and Aksia’s global institutional clients on portfolio strategy and construction and related investment advisory activities.
Robert F. Behan, CFA
Executive Vice President, Chief Distribution Officer
Robert F. Behan leads Global Distribution, which includes the firm’s Intermediary, Institutional, International, and Strategic Partner channels. His duties include distribution, market analysis, and product optimization, selection and placement. Bob serves as Vice President to the Calamos Investment Trust. He joined the firm in 2007 and has 35 years of industry experience.
Serving the Sophisticated Tenant
We’ll also discuss how real estate investments play a significant role in the reshoring of supply chains and how the American real estate market is evolving to meet these challenges.
To learn how a proactive, service-minded partner can impact real estate portfolio returns across life sciences, industrial and multi-family properties.
Speaker
Ali Houshmand
Managing Director, Portfolio Manager - EQT Exeter
Ali Houshmand is a seasoned real estate professional with experience across the risk spectrum in various sectors in domestic and international markets. As the Global Head of Non-Traded REITs, he is focused on assessing new real estate product opportunities for EQT Exeter. Previously, while at Texas Permanent School Fund, Ali helped the Fund expand into new property types, manager relationships, and investment structures, while exceeding the Fund's risk-adjusted return objectives.
Representatives
David Allen
Director of Capital Raising for EQT Partners, Southeast Region
Dave Allen is the Director of Capital Raising for EQT Partners covering the Southeast region, based out of Tampa, FL. Prior to joining EQT Partners, Dave spent over 10 years at Goldman Sachs Asset Management (GSAM) working with RIA, Independent and Wirehouse Advisors. Before GSAM, Dave was a Regional Consultant at Destra Capital. He has experience representing a variety of asset classes and investment strategies in both public and private markets, across multiple vehicle structures including mutual funds, ETF's, SMA's, interval funds and private funds.
Michael Leder
Director of Capital Raising for EQT Partners, Americas Private Wealth Management Group
Michael Leder is a Director of Capital Raising for the Americas Private Wealth Management Group at EQT Partners and based in New York.
Prior to joining EQT, Michael spent nearly 20 years in the alternative investment industry with various leading asset managers including Citadel, Morgan Stanley, Winton Capital, and most recently Alkeon Capital Management. During his career he has served in a number of different roles across sales, client service, product development and national account management. Michael’s clients have included state pension plans, taft-hartley plans, endowments, foundations, family offices, private banks and large US bank platforms.
Michael graduated from Binghamton University with a BA in Psychology and was a member of the Men’s Golf Team. In his spare time, he enjoys golf, pickleball and traveling with his 2 sons and wife.
Fidelity’s approach to finding opportunities in the credit market
The Fidelity Asset Management team will provide a deep dive discussion of taking advantage of opportunities in the leveraged credit market through alternative structures. In this session you will receive an overview of how Fidelity designs its mandates to execute on these investment opportunities. Additionally, you will be presented with an introduction to Fidelity’s longstanding Credit Team along with insight into potential future opportunities across the high yield, leveraged loan, stressed and distressed credit landscape.
Gain a thorough understanding of Fidelity’s Alternative Investment Offerings with a specific focus on “Credit”
For investment professional use only. Not authorized for distribution to the public as sales material in any form.
Information provided in, and presentation of, this document are for informational and educational purposes only and are not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Fidelity does not provide legal or tax advice.
Before making any investment decisions, you should consult with your own professional advisers and take into account all of the particular facts and circumstances of your individual situation. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in these materials because they have a financial interest in them, and receive compensation, directly or indirectly, in connection with the management, distribution, and /or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services.
Alternative investment strategies may not be suitable for all investors and are not intended to be a complete investment program. Alternatives may be relatively illiquid; it may be difficult to determine the current market value of the asset; and there may be limited historical risk and return data. Costs of purchase and sale may be relatively high. A high degree of investment analysis may be required before investing.
Citywire is an independent entity and is not affiliated with Fidelity Investments.
Fidelity Investments® provides investment products through Fidelity Distributors Company LLC; clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC.
Speaker
Brian Drainville
Institutional Portfolio Manager
Brian Drainville is an institutional portfolio manager for high income and global asset allocation strategies at Fidelity Investments. Mr. Drainville serves as a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team. Mr. Drainville has a bachelor of arts degree, magna cum laude, in economics from the College of the Holy Cross and is also a CFA® charterholder.
Representative
Tom Abare, SVP,
Head of Financial Planning & Investments
Tom Abare is senior vice president and head of Self Clearing Broker Dealer Segment and Investments at Fidelity Institutional® (FI), the Fidelity Investments business that offers financial professionals and institutions access to the investment, technology, and platform solutions they need to service their clients and grow their businesses.. In this role, Mr. Abare is responsible for managing all aspects of account management for institutional client relationships in the intermediary marketplace for the FI Financial Institutions group.Mr. Abare earned his bachelor of arts degree in economics from Tufts University and his master of business administration from Suffolk University. He holds the Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 63 licenses, and his life and health insurance licenses.
Clarion Partners Real Estate Income Fund: A New Way to Access Private Real Estate
Overview of Clarion Partners Real Estate Income Fund which gives individual investors direct exposure to a portfolio of well-leased private real estate that balances potential income generation and attractive growth opportunities.
Workshop Objectives:
• Provide an overview of Clarion Partners Real Estate Income Fund
• Discuss the benefits of adding private real estate to a traditional 60/40 stock/bond portfolio
• Provide an overview of Clarion Partners and the Firm’s 40 year history managing private real estate.
Company Profile: From large institutions to individual investors, each of our clients wants the same thing. To achieve their financial goals. And for more than 75 years, we’ve helped them do exactly that. Everything we do at Franklin Templeton is focused on delivering our clients better outcomes. And that’s why millions of clients in more than 150+ countries have entrusted us with their investments, making us one of the world’s largest independent asset managers. With $1.4T in total assets under management and more than $257 billion* of those assets dedicated to real estate, private equity, private credit and more, we offer a comprehensive range of alternatives solutions. * Source: Franklin Templeton. As of June 30, 2022.
Speaker
Janis Mandarino
Senior Vice President, Portfolio Manager
Janis Mandarino, equity owner and Senior Vice President, is a Portfolio Manager for the Clarion Partners Real Estate Income Fund and oversees a Clarion separate account relationship. In her role, Janis has shared responsibility for formulating investment strategies and overseeing their execution through acquisitions, dispositions and financings. Janis’ prior experience includes positions in acquisitions, portfolio management, asset management, and corporate finance. Janis joined Clarion Partners in 2006 and began working in the finance industry in 2000. She is a member of the Urban Land Institute (ULI).
Representatives
Michael Dobkowski
Director, US Alternative Investments
Mike began his career in 1999 on the institutional sales and trading desk in New York, NY with Robert Stephens Investment Bank working with venture capital and private equity GPs and LPs. Over his early professional years, he held various trading and sales roles at Morgan Stanley, Ayco, LP (an RIA arm of Goldman Sachs) and Cayuga Venture Fund before settling at Barings for 12 years, fundraising traditional andalternative funds for institutional and private wealth investors. He has seen the evolution of accessibility and investment structures across private credit, real assets and private equity strategies.
In his current role, Director of Alternative Investments at Franklin Templeton, he leads the alternative fundraising efforts for RIAs, MFOs & Bank Trusts in the Southeast and Mid Atlantic, supporting strategies at Franklin Templeton’s wholly owned subsidiaries: Benefit Street Partners (private debt & credit), Clarion Partners (real estate), Lexington Partners (secondary PE and co investing) and K2 (hedged strategies & FOFs).
Drew Kehnast
Private Wealth Director
Drew Kehnast began his career in financial services in 2006 and joined Franklin Templeton in 2021. Prior to joining Franklin Templeton, worked as an Vice President and External Consultant at Lord Abbott, Heitman, and Oppenheimer Funds. As an advisor to Registered Investment Advisors, Drew provides a valuable perspective in the areas of market insights, practice management, and portfolio construction. Steve’s has a wealth of industry knowledge and a deep understanding of Franklin Templeton investment solutions including mutual funds, ETFs, separately managed accounts, and Alternatives.
Access granted: institutional private equity for the wealth management community
Historically, private equity has been the largest and highest performing alternative asset class, yet individual investors make up less than 10% of that AUM. With the prospects for growth uncertain going forward, we’d like the share a segment of the US that’s historically outperformed – private companies within the US Middle Market. Through our inhouse institutional private equity business, Portfolio Advisors & FS Investments are providing US mid-market PE exposure in a more operationally friendly way for clients. Our presentation will address the challenges within PE, overall market commentary, and ways to access the asset class for investors.
Discuss the overall PE investment environment.
Share how family offices/pensions/RIAs are using evergreen funds as a new portfolio management tool for investors.
FS Investments is a global alternative asset manager dedicated to delivering superior performance and innovative investment and capital solutions. The firm manages over $75 billion in assets for a wide range of clients, including institutional investors, financial professionals and individual investors. FS Investments provides access to a broad suite of alternative asset classes and strategies through its best-in-class investment teams and partners. With its diversified platform and flexible capital solutions, the firm is a valued partner to general partners, asset owners and portfolio companies. FS investments is grounded in its high-performance culture and guided by its commitment to building value for its clients, investing in its colleagues and giving back to its communities. The firm has more than 500 employees across offices in the U.S, Europe and Asia and is headquartered in Philadelphia.
Speaker
Daniel Wilk
Executive Director – Client Portfolio Management
Daniel Wilk is an Executive Director and Client Portfolio Manager at FS Investments where he represents portfolio management teams in market and strategy reviews with asset allocators. He is primarily responsible for educating clients on the firm’s private markets initiatives, specifically our inhouse institutional PE firm, Portfolio Advisors. Dan has been with the firm for almost a decade and has served several roles during his tenure. He received his BA in Political Science from the University of Pennsylvania.
Representatives
Kirsten Pickens
Managing Director – Co-Head U.S. Distribution
Kirsten Pickens serves on the Executive Committee and is Managing Director and Co-Head of U.S. Distribution for FS Investments, where she oversees the firm’s National Accounts, Marketing, Investment Research and Fund Communications functions.
Ms. Pickens was a Partner and Head of Distribution at Chiron Investment Management, the global multi-asset firm that she helped launch in 2015 and was acquired by FS Investments in 2020. Ms. Pickens serves on the Board of the Expect Miracles Foundation, the Board of NICSA and the National Accounts Advisory Board-FUSE. She also sits on the NICSA Distribution and Product Committee and is the Co-Chair of the MMI Emerging Managers Community.
She holds a BA from Arizona State University where she majored in Justice Studies with a Pre-Law minor.
How Opportunity Zone Funds Can Help Advisors Generate more High-Net-Worth Clients and Prospects.
Opportunity Zone Funds give advisors an opportunity to present a holistic solution that combines tax planning, financial planning and after-tax investment alpha in a singular solution. It’s a versatile tool that can address the issues that high-net-worth investors care most about, planning, liability mitigation and after-tax investment outcomes and one of the best tools available to help cultivate the referral sources that most advisors seek.
Workshop Objectives: To discuss how Griffin’s top advisors have used Opportunity Zone Funds to grow their businesses by cultivating the types of high-net-worth clients, prospects, and referral sources they want.
About Griffin Capital Company
Griffin Capital Company is a leading full-service real estate investment and management company that for nearly three decades has established a reputation for leadership and innovation led by a team of cycle-tested professionals with expertise in acquisitions, investment management, capital markets, financial reporting, legal, development, and construction management. Since 1995 the Firm has owned, managed, sponsored and/or co-sponsored approximately $23 billion in assets1 across a wide range of real estate sectors and investment structures. The Company’s senior executives and employees have co-invested over $300 million in various investment verticals, aligning Griffin Capital’s interest with those of its investors.
- Includes estimated total project costs for assets under construction.
Additional information is available at: www.griffincapital.com.
Speaker
Andy Marrone
National Sales Director
Rethinking Real Estate: Investing Where We Consume, Live, Innovate, and Connect - CLIC
Join Invesco Real Estate to examine and explore how to best position real estate equity and debt strategies to create value in client portfolios. Private commercial real estate debt (CRE debt) is an income-focused, downside-mitigated strategy that has historically exhibited little correlation to real estate equity. The asset class also demonstrates a track record of relatively lower volatility and a potential for upside in a higher rate environment.
This session will present the investment case for US commercial real estate equity and debt and highlight the attributes of each strategy.
Company Profile: Invesco Ltd. (Ticker NYSE: IVZ) is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. Our distinctive investment teams deliver a comprehensive range of active, passive, and alternative investment capabilities. With offices in more than 20 countries, Invesco managed US$1.5 trillion in assets on behalf of clients worldwide as of June 30, 2023.
Speaker
Shane Schofield
Client Portfolio Manager, Invesco Real Estate
Shane is responsible for engaging with Invesco distribution and growing Invesco’s Real Estate’s presence in the financial intermediary channel. Shane began his investment career in 1993 and joined Invesco Real Estate in 2020.
Shane earned a Bachelor of Business Administration from University of Georgia and Master of Business Administration from Georgia State University. He is a Certified Investment Management Analyst (CIMA).
Representatives
Louis Mane
Director, Private Markets Investment Due Diligence
Louis leverages his alternative investments underwriting, distribution, and advisor/client education experience to promote Invesco’s private markets franchise in the financial intermediary channel. Prior to joining Invesco in 2022, Louis spent fifteen years with UBS Wealth Management Americas where he was on the investment due diligence team responsible for the firm’s alternative investment offerings. Louis earned a BS degree from St. John’s University and an MBA from Fordham University.
Donna Wilson
Head of Investment Due Diligence, Wealth Management Platforms
Donna leads a team that promotes Invesco's investment capabilities to research teams at wealth management clients. Prior to this role, she was a client portfolio manager with Invesco Quantitative Strategies for 18 years. Donna earned an MBA from the University of Pennsylvania’s Wharton School and a BA from Hampton University.
The Quality, Growth, Valuation Nexus: Delivering Alpha in Long/ Short Equity
We believe Alpha is rare. In our presentation, we will highlight the role that our philosophy and process plays in sourcing alpha within our equity long/short strategy. Areas we will cover include the power of a long-term, private equity approach to investing in public equities; characteristics that we feel create persistent risk-price anomalies in public equities; the creation of asymmetrical outcomes in long/short portfolios; the role of industry value-chain analysis in identifying winners and losers; and, related topics.
Workshop Objective: To engage in conversation about how our research and portfolio construction process focused on the intersection of quality, growth, and valuation is uniquely adapted to deliver alpha in longs and shorts while historically conferring protection in difficult market environments.
Company Profile: Our multi-affiliate approach connects you to the independent thinking and focused expertise of more than 15 active managers. Ranked among the world’s largest asset managers,1 we deliver a diverse range of solutions across asset classes, styles, and vehicles. We’re dedicated to advancing sustainable finance and developing innovative ESG products. We consult and partner with our clients, and continually evaluate markets and assumptions to ensure their strategy delivers on long-term goals
Speakers
Adam Mushaweh, CFA, CAIA
Investment Director-Growth Equity Strategies Team at Loomis, Sayles & Company
Adam Mushaweh is an investment director for the Growth Equity Strategies Team at Loomis, Sayles & Company, where he supports the Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. He joined Loomis Sayles in 2012 as a strategy analyst for the firm’s risk oversight group. In 2013, Adam joined the Growth Equity Strategies Team as associate investment director and was later promoted to investment director in 2017. Previously, Adam conducted manager due diligence as an analyst at Old Mutual Asset Management. He began his career as a risk management consultant at KPMG Advisory. Adam has 15 years of investment industry experience. He earned a BS and an MS in finance from Bentley University. Adam is also a member of CFA Society Boston and CAIA Boston.
Richard Geller
Global Head of Alternative Investments-Growth Equity Strategies Team at Loomis, Sayles & Company
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Richard Geller is the global head of alternative investments for the Growth Equity Strategies Team at Loomis, Sayles & Company. He joined Loomis Sayles in 2021 and has 30 years of investment industry experience. Previously, Richard was a managing director and head of marketing at Corvex Management, where he was responsible for capital formation globally. Prior to this, he was co-founder and chief operating officer at Pinyon Asset Management, where he managed all noninvestment management aspects of the firm's business between the New York and London offices, led asset raising and managed all client relations globally. Before that, Richard was a partner, responsible for leading asset raising and managing all client relations and business development strategy, at Sandell Asset Management and later at C12 Capital Management. He earned a BA from Vassar College.
Representatives
Matthew Garzone
SVP Private Placement SalesNatixis Investment Managers
Matthew Garzone is a Senior Vice President with the Natixis Investment Managers Private Placement Sales group. He is responsible for the distribution, development, and support of private placement offerings under the Natixis-US Distribution umbrella, where he focuses on institutional, family office and registered investment advisory clients.He joined the firm in 2004 and has held multiple sales roles most recently in the Retirement Strategies Group – US Distribution, where he managed strategic relationships for the national retirement business covering platform, distribution partner, and retirement consultants. Matthew previously served as Managing Regional Director for the Independent Advisor Group Channel covering the northeastern US. Other roles at Natixis included Managing Regional Director for the wire house, independent, and registered investment advisory channels in the southwestern US. He began his investment career in 2000 at Putnam Investments.
Speakers
Charles D Ellis
Charles D. Ellis’s professional career centered on Greenwich Associates, the international strategy consulting firm he founded in 1972. In the 30 years he was managing partner, the firm grew to serve the leading firms in over 130 professional financial markets around the world. He now serves as an investing consultant to large institutional investors, government organizations and wealthy families, and as a director of several small businesses.
Ellis chaired the Whitehead Institute for Biomedical Research, where he also chaired the investment committee. He served as a successor trustee of Yale University, where he chaired the investment committee; as trustee of Phillips Exeter Academy and Eagle Hill School; as a trustee of the Robert Wood Johnson Foundation, where he chaired the finance committee; and as an Overseer of the Stern Schools of Business at New York University, and on the visiting committee of the Harvard Business School. He has been elected a member of The American Academy of Arts and Sciences.
A graduate of Exeter and Yale College, Ellis earned an MBA (with distinction) at Harvard Business School and a Ph.D. at New York University. Ellis is the author of over 100 articles and 19 books, including "The Partnership: The Making of Goldman Sachs" (Penguin, 2008), “Joe Wilson and the Creation of Xerox” (Wiley, 2006), “Capital" (Wiley, 2004), “Winning the Loser’s Game” (8th edition, McGraw-Hill, 2021) and, with Burt Malkiel, “Elements of Investing” (2nd edition, Wiley, 2013). His latest book is “Inside Vanguard” (McGraw-Hill, 2023).
Heather Mitts
Heather Mitts played for the US Women’s Soccer Team 136 times, scoring two game winners. Is 1 of only 4 US Soccer Players to win 3 Olympic Gold Medals. Won a World Cup Silver Medal and 1998 NCAA Championship while at the University of Florida. During and after playing Heather became a sports broadcast and soccer analyst for ABC, ESPN, ESPN2 and Fox covering the Women’s World Cup in 2003, 2007 and 2015. Was a sideline reporter for MLS Soccer and College Football. Heather hosted Soccer Superstar and Heather Mitts Empowered Pregnancy. She is a college soccer analyst for the SEC Network. She enjoys motivational speaking and has spoken for Humanex, American Heart Association, Crozer Keystone and numerous other organizations. Co Founder of Ceres Platinum Group which assists female athletes and businesswomen as they transition to a new career. She holds a soccer camp in Cincinnati and Philadelphia. Is involved with the Boys and Girls Club and Big Brothers Big Sisters. Heather is a mom to Connor, Blake and Ace Feeley.
Speakers
Seth Katz
Seth Katz is a Partner and Head of Investments for Summit Trail Advisors. He leads Summit Trail’s efforts in private equity, direct investments, and overall manager research. Seth has built, invested, and advised on multi-asset class investment portfolios globally on behalf of endowments, family offices, and international institutional investors. Prior to joining Summit Trail, he was Head of Manager Research and Selection in the US for Barclays, responsible for long-only, hedge fund and private assets due diligence while also serving as its Global Head of Private Assets Investment Due Diligence. Previously, Seth founded Henry Street Analytics, a private equity analytics platform, served as a Principal and Director of Fund of Funds at Pomona Capital, and was the Manager of Private Investments at the Rockefeller University Endowment. He began his career at von Braun & Schreiber Private Equity Partners, in Munich, Germany.
Stephanie Lang
Stephanie Lang joined Homrich Berg in 2005 and was named Chief Investment Officer in 2014. Stephanie oversees a team of professionals within the Investment Department of HB and is responsible for all investment matters including asset allocation, the selection and monitoring of traditional and alternative investments, as well as the research efforts for HB’s internal private fund-of funds. She also chairs the firm’s Investment Committee.
Stephanie has more than 25 years’ experience in the investment industry. Prior to Homrich Berg, Stephanie was a portfolio manager for Bank of America’s private bank. While at Bank of America, she managed assets for individual and family trusts, charitable trusts, and foundation and retirement accounts. Prior to Bank of America, Stephanie was in equity research with Robinson Humphrey, where she covered technology and media companies.
During her career Stephanie has often been a resource for the media covering the world of finance and investments, including being quoted in publications such as Financial Advisor, Citywire, and The Wall Street Journal. Stephanie has also served on numerous panels at industry conferences and has been a repeat guest on CNBC.
Stephanie earned a master’s in business administration from Georgia State University and a bachelor’s degree in finance from the University of Georgia. Stephanie is a member of the CFA Institute, CFA Society Atlanta , and the Southern Capital Forum. Stephanie is also a member of the RIA Advisory Board for JP Morgan and iCapital. Stephanie is also active in the community serving on the Investment Committee for two local non-profit organizations, Mercy Care and Community Foundation for Greater Atlanta.
Brian Spinelli
Brian Spinelli joined Halbert Hargrove in 2006 and works with clients across the US; his responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs. He connects with clients from all walks of life: “I build relationships of trust by being knowledgeable and straightforward, and making a positive difference. Sometimes that means not sugar-coating issues—which I believe most clients come to appreciate.”
Brian was named to HH’s management team in 2012. His colleagues call him organized, highly disciplined, and fearless in critical conversations with clients. He values “leading the firm’s clients and helping them feel understood, supported and confident in their plans and in the work we do for them.
Before joining Halbert Hargrove in 2006, Brian worked as a Financial Analyst with Northrop Grumman Corporation, reporting to the CFO and Director of Financial Planning; in this role, he carried out financial projections, market and portfolio analysis, and financial modeling.
Brian earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional.
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Robert Mileff
Rob Mileff is responsible for leading and managing Pitcairn’s research team for alternative investment solutions, which includes overseeing manager selection to build a robust network for liquid and illiquid alternative investments. A driven finance professional with a deep understanding of alternative investment research, Rob is also responsible for educating clients about alternative investment strategies.
Rob works in partnership with our relationship management team to enhance our clients’ investment experience and to build wider recognition of the firm’s investment capabilities. He serves on Pitcairn’s Investment Strategy and Due Diligence Committees as the resident expert for alternative and private investments.
Rob comes to Pitcairn with more than 20 years in financial services and brings significant experience in ultra-high-net-worth wealth management and investment technology. He has previously held multiple alternative investment leadership roles at Fortigent, EnTrust Global, and Monroe Vos. Additionally, Rob spearheaded consulting efforts for notable investment technology firms, including SS&C, Backstop Solutions, and CENTRL.
A graduate of the University of Oklahoma, Rob earned a BS in Finance. He is a CAIA charter holder and an active member of the Chartered Alternative Investment Analyst Association. Rob is based in Washington, D.C.