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Workshops
Workshops
The Next Generation of Multi Strat Hedge Funds
Speakers
Dave Jordan
Chief Investment Officer
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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
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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
Fund Group Workshop
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.
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.