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Workshops
Workshops
The Next Generation of Multi Strat Hedge Funds
Speakers
Dave Jordan
Chief Investment Officer
Dave is the Chief Investment Officer at Aleto. He brings nearly two decades of investment management experience having managed various multi-strategy, fixed income portfolios. Most recently, Dave was the Global Head of Leveraged Finance at the State of Wisconsin Investment Board, where he managed over $10bb in assets across high yield bonds and leveraged loans. Prior to SWIB, Dave was a Credit Portfolio Manager at Balyasny Asset Management and UBS O'Connor, where he established a proven track record of outperformance in a variety of market conditions. Dave holds a BA in Economics from The University of Chicago and a MS in Computational Finance from Carnegie Mellon University.
Mike Hanus
Chief Commercial Officer
Mike is the Chief Commercial Officer at Aleto and responsible for driving growth. He possesses over 20 years of experience working in the areas of Alternative and Private Investments, holding senior Distribution, Product and Portfolio Management roles at firms such as Wellington Management Company, Fidelity Investments and Absolute Investment Advisors. Additionally, Mike was previously a member of the leadership team of a FinTech that worked with Wealth firms and Institutional investors to facilitate access to Private strategies. He also structured and managed Private investment vehicles globally. In his free time, Mike enjoys skiing and spending time with his family. Mike earned his MBA from the Ross Graduate School of Business at the University of Michigan. He is also a CFA charter holder.
Representatives
Unearthing Hidden Value: The Compelling Case for Small and Mid-Cap US Equities in a Shifting Landscape
In an era of unprecedented market concentration, allocators are rediscovering the often-overlooked small and mid-cap universe. Danan Kirby, CFA®️, Vice President, Client Portfolio Manager, Ariel Investments, will explore why he believes the current environment presents a unique opportunity. Changing interest rates, evolving regulations and shifting market sentiment are helping to create a fertile ground for small and mid-cap performance. Discover how historical patterns of market concentration and rotation could signal a potential shift in market leadership and why Ariel believes that value investing is positioned to capitalize on these emerging opportunities.
Workshop Objective: Gain insights into the valuation disparities of the small- and mid-caps and the potential for outperformance in a changing rate and regulatory environment.
Speakers
Danan Kirby, CFA
Vice President, Client Portfolio Manager
Danan is an ambassador for Ariel’s domestic equity strategies and key client relationships. He serves on the investment committee and covers financial services and infrastructure companies. Danan is a combat veteran of the U.S. Army. He graduated summa cum laude from the University of New Mexico’s Anderson School of Management with a BBA, concentrating in finance and is a member of the CFA Institute and the CFA Society of Chicago.
Representatives
Josean Fernandez, CAIA
Vice President, Director of National Accounts
Josean oversees and manages Ariel’s relationships with financial intermediaries and other third parties across the wealth management industry. He was named to the Crain’s New York business list of notable Hispanic leaders. Josean earned a BS in finance from Bloomfield College and dual MBA degrees from Columbia Business School and the London Business School.
Private Credit Outlook: Navigating Opportunities in 2025
This presentation aims to explore the critical themes that will influence Private Credit and the broader private markets in 2025. Attendees will gain a comprehensive understanding of the opportunities, risks, and overall outlook for this asset class in the upcoming year. In the context of a dynamic macroeconomic environment, allocations to private credit can potentially provide investors with several key benefits:
• Attractive Risk-Adjusted Returns: Private credit investments often offer higher returns relative to traditional fixed-income securities, adjusted for the level of risk involved.
• Diversified and Uncorrelated Income Stream: These investments can provide a steady income stream that is less correlated with public market fluctuations, enhancing portfolio diversification.
• Potential for Capital Preservation: Private credit can offer mechanisms for preserving capital, particularly in volatile market conditions.
While direct lending remains the largest sub-strategy within private credit, the landscape of opportunities is broadening. Individual investors now have increasing access to a variety of strategies, including asset-based finance and other innovative approaches. This presentation will offer a high-level overview of the current market landscape, highlighting the various access points available to financial advisors and their clients.
By attending this presentation, participants will be better equipped to navigate the evolving private credit market and make informed investment decisions that align with their financial goals.
Workshop Objective: This presentation seeks to inform attendees of the potential investment merit of an allocation to private credit, including attractive risk-adjusted income, capital preservation, and compelling diversification benefits.
Company Profile: Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.
With over $235 billion in assets under management as of September 30, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 1,050 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.
Speakers
Christian Sabbagh
Vice President, Credit Portfolio Strategist
Christian Sabbagh, CFA, is a Vice President at Blue Owl Capital and member of the Private Wealth Team. In his role as a Credit Portfolio Strategist, he focuses on supporting the growth of the firm’s Credit platform, acting as a conduit between the direct lending investment team and global private wealth distribution channel. Before joining Blue Owl, Christian was a Fixed Income Strategist within BlackRock’s Portfolio Management Group, supporting the broader Credit and Unconstrained Fixed Income Business.
Christian received his BSc in Finance from Rutgers University, a MSc in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.
Representatives
Ryan McLean
Vice President, Regional Market Leader
Ryan McLean is a Vice President of Blue Owl Capital. Based in Los Angeles, Ryan represents each of Blue Owl’s investment divisions to RIA’s and Family Offices throughout the Western US. Before joining Blue Owl, Ryan spent 8 years as a Vice President at Cohen & Steers Capital, a leading manager of liquid alternative assets. Ryan began his career as an Associate at Equitable in New York. Ryan received a BS with Honors in Economics from College of the Holy Cross in Worcester, MA. Ryan McLean is a Certified Investment Management Analyst® professional.
Delivering Goldman Sachs to RIAs: Accessing Unique, Customized Solutions through Goldman’s Capital Markets Desk
Join the GS team to discuss the institutional services available to you and your firm!
• Structured Notes & Hedging Portfolios: Direct access to customize structures across income alternatives, buffered equity, and 100% principal protection
• GS Select: High tech/high touch digital banking and lending platform for financial advisors
• Fixed Income Trading & Primary Markets: Trade individual bonds with our desk (treasuries, corporates, and municipals)
• Hedging & Monetization: Solutions for concentrated stock positions
• Alternatives: Access to unique third party alternatives
• Hedge Fund Alternatives: Systematic, rules based strategies
• Investment Banking Services: dedicated resource that provides full suite of IB services
• Private Stock Liquidity: For clients with a $20mm+ private holding, we can help find a buyer
• RIA Custody: Goldman Sachs Custody Solutions
Workshop Objective: Learn how Goldman’s services and products can be customized to meet your market outlook and your clients’ objectives.
Speakers
Sammi Lee
Vice President, RIA Capital Markets Solutions
Sammi Lee is a Vice President on the Private Investor Products Group at Goldman Sachs. At Goldman, Sammi focuses on providing RIA’s access to a variety of products within capital markets. She joined Goldman Sachs from Barclays where she was covering insurance companies for FIA/VA hedging, new mandates and FIA/Smart Beta marketing and more recently RIA’s for structured notes, ETN’s and other derivative products. She is a graduate of the University of Georgia, where she was a member of the golf team and studied Finance.
Non-Sponsored Lending & Private Capital Solutions with HPS
Hosted by Chris Hunter, Head of HPS Private Wealth Solutions, the goal of the session is to educate investment professionals on current trends in the private markets and how HPS differentiates our platform - specifically in private credit. Within private credit, we aim to educate investors on capturing different parts of the market including non-sponsored investment opportunities – as well as the HPS process including sourcing, diligence, and structuring of the underlying investments. Investors will learn how the HPS platform and specialization ultimately fits into the broader ecosystem of private credit as well as the private markets allocations of client portfolios.
Workshop Objective: The sessions are designed to educate investors on the HPS platform and our suite of offerings across direct lending and private capital solutions.
Company Profile: HPS Investment Partners is a leading global investment firm that seeks to provide creative capital solutions and generate attractive risk-adjusted returns for our clients. We manage various strategies across the capital structure, including privately negotiated senior debt; privately negotiated junior capital solutions in debt, preferred and equity formats; liquid credit including syndicated leveraged loans, collateralized loan obligations and high yield bonds; asset-based finance and real estate. The scale and breadth of our platform offers the flexibility to invest in companies large and small, through standard or customized solutions. At our core, we share a common thread of intellectual rigor and discipline that enables us to create value for our clients, who have entrusted us with approximately $148 billion of assets under management as of September 2024.
Speakers
Christopher Hunter
Managing Director
Mr. Hunter is a Managing Director at HPS Investment Partners. Prior to joining HPS in 2021, Mr. Hunter was a Vice President in the Alternative Investment Solutions Group at Goldman Sachs, where he was responsible for managing the firm’s RIA and broker dealer client relationships. Prior to Goldman Sachs, Mr. Hunter was a Principal at The Blackstone Group, where he was responsible for managing the firm’s wealth management relationships across each of the four business units: private equity, private credit, real estate, and hedge fund solutions. Prior to Blackstone, Mr. Hunter was a Regional Director for Hatteras Funds. Mr. Hunter is a CAIA charterholder and holds a BA in Economics from the University of North Carolina at Chapel Hill.
Representatives
Lisa Naime
Vice President
Ms. Naime is a Vice President at HPS Investment Partners. Prior to joining HPS in 2023, Ms. Naime was a Vice President, Market Consultant at Invesco where she was responsible for managing the firm’s relationships with West Coast RIAs. Prior to Invesco, Ms. Naime was a Regional Advisor Consultant at OppenheimerFunds, which was acquired by Invesco in 2019. Ms. Naime held prior positions at U.S. Bank and Waddell & Reed. Ms. Naime holds a BS in Political Science from the University of Kansas.
Fund Group Workshop
Fund Group Workshop
Speakers
Lauren Hochfelder
Managing Director
Lauren Hochfelder is a Managing Director of Morgan Stanley, Co-Chief Executive Officer of Morgan Stanley Real Estate Investing (“MSREI”) and Head of MSREI Americas. Prior to her role as Co-Chief Executive Officer of MSREI, Lauren served as Deputy Chief Investment Officer of MSREI from 2019 until early 2022, and was named Head of MSREI Americas in 2016. Lauren joined MSREI in 2000 and has been focused on investing on behalf of MSREI’s global value-add / opportunistic and regional core funds since then. She has 24 years of investing experience. Lauren graduated magna cum laude and with distinction from Yale University with a B.A. in Ethics, Politics & Economics.
Representatives
Mark Kinnish
Executive Director
Capitalizing on Tax-Advantaged Real Estate Investing Amid a Significant Housing Supply Shortage
Learn about an opportunity in multifamily housing and how significant forecasted supply constraints may favorably benefit clients investing in real estate today. We’ll discuss how real estate investing may provide tax advantages and a hedge against forecasted inflation.
We’ll also explore using an opportunity zone strategy in client portfolios to enhance returns while shielding capital gains harvested amid the recent volatility. Hear from one of the country’s Top 25 Opportunity Zone fund managers and multifamily real estate developers on how they are investing in a housing market that is short approximately 4 million homes.
Company Profile: Redbrick LMD is a vertically integrated real estate investment, management and development company, with a primary concentration in the Washington, DC metropolitan area. We specialize in large-scale, institutional-quality development projects with high impact, while also owning and managing a portfolio of existing operating real estate assets.
The hallmark of Redbrick’s projects includes an innovative and forward-looking approach to value creation and risk mitigation such as a pioneering strategy in the U.S. to decarbonize real estate and solving complex problems regarding resiliency for national-security related initiatives.
We are one of the largest private landowners in Washington, DC with a development pipeline of approximately 8 million sq ft, half of which is located in Opportunity Zones in the District of Columbia. As stewards of capital, alignment of interests coupled with a keen focus on future-proofing projects are foundational cornerstones of our approach to delivering long-term value to investors and other key stakeholders.
Speakers
Trisha Miller
Executive Managing Director, Capital Markets
Trisha A. Miller oversees fundraising, investor relations, marketing, operations and product development for Redbrick LMD. She has over thirty-five years of experience working with various wealth management platforms in the distribution of investment products. She holds several securities licenses, including the Series 7 and 24 licenses.
Previously Trisha acted as Executive Managing Director of Robert A. Stanger, where she served as a consultant to institutional real estate managers and other alternative asset managers to assist with the development and implementation of their retail fundraising capability. Prior to that, she was CEO of Starwood Capital, LLC, the broker/dealer affiliate of Starwood Capital Group, a $60 billion private equity firm with a primary focus on global real estate. In addition, she was CEO, Head of Distribution and National Sales Manager at Carey Financial, LLC, W. P. Carey’s broker-dealer, where she led the capital raising function for real estate and credit funds for nine years. Trisha earned her B.A. from Chatham College in Pittsburgh, Pennsylvania and her MBA in Finance and Marketing from the Katz Graduate School of Business at the University of Pittsburgh.
Sohael Chowfla
Senior Vice President, Co-Head of Development
Sohael Chowfla has over fifteen years of experience in commercial real estate development. In his current role at Redbrick LMD, Sohael is focused on the development of the Bridge District and acquiring and developing new opportunities for the company.
Prior to joining Redbrick LMD, Sohael was a Director of Development for EDENS, where he was involved in the acquisition and development of over 2.7 million sf of residential, retail, office, and hotel assets across the Washington, DC metropolitan area. At EDENS, his primary responsibilities included site acquisition, entitlements and permits, JV structuring and financing, design and construction oversight, leasing, and disposition. Previously, Sohael worked as an architect and urban designer at Skidmore, Owings & Merrill in San Francisco, CA, where he provided design and development advisory services for commercial and institutional clients in Asia and the United States.
Sohael is a member of the Harvard Alumni Real Estate Board and is a licensed architect in DC, MD, and VA. Sohael received a Bachelor’s in Architecture from Rice University and a Master’s in Urban Planning with a focus on Real Estate and Urban Development from Harvard University.
Fund Group Workshop
Speakers
Mark Wynegar, CFA
President, Portfolio Manager
Mark is the president of Tributary Capital Management and is a portfolio manager for the firm’s Small Cap, Small/Mid Cap and All Cap Equity Strategies. Mark has over 25 years of industry experience and joined Tributary Capital Management’s predecessor, First Investment Group, in 1999. Prior to joining Tributary, he worked for five years at Westchester Capital Management as a senior securities analyst and two years at Union Pacific Railroad as a financial analyst, both in Omaha, Nebraska. Mark received his Bachelor of Science in Business Administration from the University of Nebraska-Lincoln. He earned his Chartered Financial Analyst (CFA) designation in 1997. Mark is a member of the CFA Society of Nebraska and the CFA Institute. He served on the Board of Directors of the CFA Society of Nebraska from 2002 to 2009, serving as president during 2007 and 2008.
Fund Group Workshop
Speakers
Mary Kathryn "MK" Campion, Ph.D., CFA, AIFA
MK Campion is the CIO, director of institutional portfolio management, and owner of Avior Wealth Management. She plays a pivotal role in overseeing investment portfolio design, implementation decisions, and monitoring process. Prior to joining Avior, Dr. Campion founded and presided over Champion Capital Research, a fiduciary advisory firm catering to pension plans, family offices, foundations, and high net worth clientele. Dr. Campion has conducted assessments for fiduciary excellence for pension plans and institutions whose combined assets exceed thirty billion.
In addition to her responsibilities at Avior, Dr. Campion continues to share her expertise by conducting financial and fiduciary seminars at universities and professional institutions. Dr. Campion has addressed audiences globally through engagements with the CFA Society, spanning countries such as England, Ireland, Malaysia, the Philippines, Singapore, Japan, Canada, and the United States.
Dr. Campion’s commitment to education and excellence within her field is also evident through her contributions to academic and professional publications in esteemed journals such as Bank Asset/Liability Management, The North America Journal of Economics and Finance, The Texas Pension Observer, and The World Economy: The Americas.
Beyond speaking and writing engagements, Dr. Campion’s extensive leadership experience includes having served as Chairperson of the Pension Committee and the Leadership and Governance Committee for the Houston Symphony Orchestra (HSO). She has also contributed to Rice University’s Initiative for the Study of Economics and served as the Secretary to the Board for the Center for Board Certified Fiduciaries.
Dr. Campion has received degrees from Rice University and the University of Houston, earning her Ph.D. in Economics. She is a certified Charted Financial Analyst (CFA), an Accredited Investment Fiduciary Analyst (AIFA), and a Board Certified Fiduciary (BCF). She is also a member of the following professional associations: National Association for Business Economists, American Economic Association, Association for Investment Management and Research, and the Houston Society of Financial Analysts.
Guest Speaker:
Jane Doe
Peter Lazaroff, CFA, CFP
Peter Lazaroff is CIO of Plancorp. Peter joined Plancorp in 2015 as director of investment research. He became a shareholder of the firm in 2017 and chief investment officer in 2020. As chair of the investment committee, Peter is responsible for overseeing the development, implementation, and communication of investment strategy.
Throughout his career, Peter has built a reputation as an educator, and our clients appreciate his ability to simplify complex issues. This reputation has been nationally recognized by a variety of independent parties, including Investopedia who has named Peter among the Top 10 US Financial Advisors for each of the last three years.
While he spends most of his time developing and communicating our investment strategy, Peter also hosts a top-ranked podcast called The Long-Term Investor and is the author of Making Money Simple. He also is the co-founder of The Retirement Podcast Network.
Guest Speaker:
Jane Doe
Speakers
John Furey
John Furey is the Managing Partner of Advisor Growth Strategies, LLC (AGS), a leading management consulting and transaction advisory firm serving the wealth management industry. AGS provides custom business management solutions for independent advisory firms seeking to aggressively grow their business and for financial advisors in transition. AGS has consulted with 350+ firms nationwide representing over 450 billion in investable assets. Mr. Furey is a recognized industry expert, thought leader, and a noted speaker at financial industry conferences.
Brian Burke
Brian Burke, founder of the popular website Advanced Football Analytics and an early pioneer in football analytics, joined ESPN as a sports data scientist in June 2015. As a member of ESPN Analytics, Burke is expanding upon his previous work to ensure ESPN has the best-in-class football analytics. His recent accomplishments include Receiver Tracking Metrics, the widely successful Pass Block and Run Block Win Rate metrics and other models based on player tracking data. Burke founded AdvancedFootballAnalytics.com in 2007, where he pioneered the development of metrics like Expected Points and Win Probability, which remain the core tools for analysis in football. Burke was a regular contributor to The New York Times, The Washington Post, Slate and other outlets. A regular speaker at the MIT Sloan Sports Analytics Conference, he also previously worked as an analytics consultant for multiple NFL teams and supplied statistics and analytics insights to NBC Sports and ESPN The Magazine. Before entering the world of sports analytics, Burke had a distinguished career as an officer and aviator with the United States Navy as an F/A-18 carrier pilot. He flew numerous combat missions and was awarded the Air Medal, the Navy Commendation Medal, and numerous other personal and unit commendations. Originally from Baltimore, Burke graduated from the U.S. Naval Academy with the Class of 1993. He attended the Naval Postgraduate School and returned to Annapolis as an instructor. After leaving the Navy, Burke worked as a defense contractor, serving as a strategy and tactics expert and then as a business unit director before launching Advanced Football Analytics. He earned a masters degree in Operations Research from George Mason University and teaches there as adjunct faculty. When not analyzing football and other sports, Burke competes in triathlons and takes his car to the track. He resides with his family in Reston, Virginia.