26th Annual Pension and Financial Services Conference

Richard M. Charlton

Richard M. Charlton serves as Chairman of NEPC, LLC. His investment experience began in 1972 when he initiated Michigan Bell’s Pension Oversight District. Charlton also prepared financial regulatory testimony and wrote his master’s seminar on pension fund performance evaluation. He was elected Assistant Treasurer in February 1976, overseeing the financial modeling, market research, economics, pension, and math research districts. After an assignment at AT&T, Charlton joined Merrill Lynch Capital Markets in 1981, assuming the investment consulting responsibility for over $25 billion in assets. In 1985, Charlton formed his own firm, New England Pension Consultants, converting 100% of his clients in this process.

NEPC has become one of the largest investment consulting firms in the industry, with 336 full retainer relationships, $880 billion in overall assets and $85.4 billion invested/committed to alternatives. Charlton is a frequent speaker at national industry conferences and seminars. He also served as the Co-Chairman of the Consultant’s Performance Presentation Standards Task Force. In addition to other honors, Charlton was honored at NASP Detroit’s 7th Annual Encore Gala as the recipient of the “Measure of Excellence” award.

Charlton’s undergraduate degree is in Mechanical Engineering from the University of Detroit (1965) and his M.B.A., with emphasis in Statistics and Finance, is from Wayne State University (1972). He is also a past director of IMCA, the Investment Management Consultants’ Association.

Featured Speakers

Sam Chandan, Ph.D.

Dr. Sam Chandan is Chief Strategist and Global Head of Strategy and Research, and is a partner at Capri. Chandan is Special Advisor to the Investment Committee. In addition, he is Founder and Chief Economist of Chandan Economics, a New York-based financial services research firm with whom Capri maintains a consulting relationship, Professor in the Associated Faculty with the Real Estate Department at The Wharton School of the University of Pennsylvania, and the National Economist of the Real Estate Lenders Association. He is the editor and co-author of Real Estate Finance, published by PERE, a columnist for the New York Observer and GlobeSt, host of the Real Estate Hour on SiriusXM Business Radio, and a frequent guest on CNBC, Bloomberg, and other media channels.

Chandan has held advisory and editorial board appointments at the Federal Reserve Bank of Atlanta, the Real Estate Research Institute, the National Center for Seniors Housing, and the Commercial Real Estate Finance Council. Prior to founding Chandan Economics, Chandan was Chief Economist at Reis and Global Chief Economist at Real Capital Analytics.

Chandan holds a Ph.D. in Applied Economics from The Wharton School of the University of Pennsylvania, was a doctoral scholar in the Economics Department at Princeton University, and a visiting professor in the Economics Department at Dartmouth College. In addition to the doctoral degree, Chandan holds masters’ degrees in economics and engineering and an undergraduate degree in economics, finance and public policy.

Gerrard P. Bushell, Ph.D.

Gerrard P. Bushell is the President and Chief Executive Officer of the Dormitory Authority of the State of New York (DASNY). DASNY is one of the nation’s largest bond issuers. It also is a major player in construction and construction finance for New York State’s social infrastructure. Governor Andrew Cuomo recently nominated Gerrard, and the Board has approved his nomination. He is subject to full Senate confirmation.

Prior to joining DASNY, Bushell was Director, Senior Institutional Advisor of BNY Mellon’s alternative and traditional investment management businesses. Prior thereto, he held a number of senior advisory roles, including Director, Client Partner Group at Kohlberg Kravis Roberts & Co. (KKR), Managing Director, Institutional Sales at Arden Asset Management LLC and Head of Institutional Sales at ClearBridge: a Legg Mason Company (formerly Citi Asset Management).

Previously, Bushell served as a Senior Officer to the former New York State Comptroller H. Carl McCall, a sole trustee of the New York State Common Retirement Fund, and a leading institutional investor.

2

Nickol R. Hackett

Nickol Hackett serves as the Executive Director & Chief Investment Officer of the $9 billion Cook County Retirement Fund of Cook County, Illinois, which provides pension and other benefits to over 17,000 retiree members and 22,000 employee members.

As Executive Director, Hackett reports to the Retirement Board and is charged with directing strategy and policies for governance and administration of pension and health benefits. Hackett has oversight for the funds’ investment portfolio as CIO where she directs portfolio strategy across all asset classes and was appointed to the Deferred Compensation Committee for Cook County. Previously, Hackett served as a consultant to retirement plan sponsors and has prior experience in capital markets, asset management, and research. Hackett holds an M.B.A. in finance and economics from the J.L. Kellogg Graduate School of Management and a B.A. in History from Northwestern University in Evanston, IL.

Keith Horton

Keith Horton serves as the General Counsel for the Illinois State Treasurer’s Office. As the chief legal officer, Horton advises Treasurer Michael Frerichs and his executive staff on all legal, ethics, and procurement issues that impact the office’s $25 billion investment portfolio. Additionally, Horton is a member of the Investment Policy Committee, which sets and implements the Treasurer’s investment strategy. Prior to joining the Treasurer’s Office, Horton’s government experience included serving as the Deputy General Counsel for the Illinois Governor’s Office, as well as positions with the Illinois Capital Development Board and the Commodity Futures Trading Commission. Previously, he was a commercial litigator for national law firms and a management consultant for a Big 4 consulting firm.

Horton graduated from Yale University with a degree in economics, and earned his law degree from the University of Illinois College of Law.

Dawn Fitzpatrick

Dawn Fitzpatrick is currently Global Head and Chief Investment Officer of O’Connor, an alternative asset management firm based in New York. As CIO, she oversees all aspects of the firm’s portfolio management, capital allocation and risk management as well as communicating with firm’s investors. Fitzpatrick also serves as Head of the Tactical Trading Strategy within O’Connor’s flagship fund, the O’Connor Global Multi-Strategy Alpha Fund. Prior to her current role, she served as head of various teams within O’Connor’s numerous investment strategies.

O’Connor, which is majority owned by UBS AG, has a 30-year track record of liquid relative value investing within equities, credit, convertibles and derivatives with approximately $5.3 billion in assets under management. The firm has over 140 professionals with offices in New York, Chicago, London, Hong Kong and Singapore.

Fitzpatrick began her career with O’Connor & Associates in 1992. During her tenure, she has specialized in investing in equities, equity options, index options, convertible arbitrage and merger arbitrage as well as derivatives. Fitzpatrick holds a B.S. from the University of Pennsylvania’s Wharton School of Business and is a member of the UBS Global Asset Management Executive Committee and Americas Risk Committee. Fitzpatrick is a member of The Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets. Dawn is also on the Board of Trustees at the Hackley School located in Tarrytown, NY. In 2013 Fitzpatrick was listed as one of the most powerful women on Wall Street by Business Insider.

SPEAKERS3

Featured Speakers

Gale V. King

Gale King is Executive Vice President and Chief Administrative Officer for Nationwide. She was elected to this position in 2010. Her responsibilities include Human Resources, Corporate Real Estate, Security and Aviation.

King began her insurance career as a claims representative, and then served in various leadership roles including Administrative Officer; Office of the President; Property & Casualty, Vice President; Human Resources; Nationwide Insurance, Senior Vice President; Property & Casualty Human Resources; and Executive Vice President and Chief Human Resources Officer for Nationwide.

Understanding the importance of education, in 2007, King established a scholarship fund in the name of her late grandmother and mother. She is active

in the community and currently serves on the boards of the Columbus Museum of Art, the National Urban League, the University of Florida Foundation and the Executive Leadership Council – a national organization of African American corporate leaders.

King graduated from the University of Florida with a bachelor’s degree in journalism and a master’s degree in public administration.

Reverend Jesse L. Jackson, Sr.

The Reverend Jesse Louis Jackson, Sr., founder and president of the Rainbow PUSH Coalition, is one of America’s foremost civil rights, religious and political figures. Over the past 40 years, he has played a pivotal role in virtually every movement for empowerment, peace, civil rights, gender equality, and economic and social justice. On August 9, 2000, President Bill Clinton awarded Reverend Jackson the Presidential Medal of Freedom, the nation’s highest civilian honor. Jackson has been called the “Conscience of the Nation” and “the Great Unifier,” challenging America to be inclusive and to establish just and humane priorities for the benefit of all.

In 1965, he became an organizer for the Southern Christian Leadership Conference (SCLC). He was soon appointed by Dr. Martin Luther King Jr. to direct The Operation Breadbasket program. In December of 1971, Jackson founded Operation PUSH (People United to Serve Humanity) in Chicago, IL. In 1984, he founded the National Rainbow Coalition and the two organizations merged in 1996 to become the Rainbow PUSH Coalition. Jackson recently re-launched the Silicon Valley Digital Connections Initiative to expand the participation of people of color in all dimensions of the technology industry.

Richard W. Ingram

Dick Ingram has delivered more than 30 years of accomplished executive leadership to corporate, government, and non-profit organizations. He assumed his current duties as executive director with the Teachers’ Retirement System of Illinois in January, 2011. As executive director, he heads a bellwether public pension fund, with more than $45 billion in assets and nearly 400,000 members.

Prior to joining Illinois TRS, Ingram led the New Hampshire Retirement System after successful tenures at several non-profit and public service organizations in New Hampshire. Ingram’s corporate service focused primarily in the investment and finance sector where he was responsible for delivering administration and marketing services to a nationwide clientele. His early career was in the Boston office of Arthur Andersen & Co., where his clients included investment firms, banks, and financial service companies.

Ingram has served on numerous boards dedicated to improving the quality of life in the communities where he has lived, and has also served on several elected and appointed local government boards in New Hampshire and as an adjunct instructor at the University of New Hampshire.

A native of Pittsburgh, PA, Ingram holds a bachelor’s degree in business administration from the University of Rhode Island, and a master’s degree in business administration from the University of Pittsburgh.

4

William (Bill) Lee, CFA

William Lee is Chief Investment Officer and Vice President of Foundation and Pensions Investments at Kaiser Permanente. He has served as chair of Kaiser Permanente Retirement Plans Investment Committee, and the Kaiser Foundation Investment Committee, since 2005.

Lee oversees approximately $73 billion in defined contribution, pension and foundation assets. He managed interest rate and foreign exchange risk for Bank of America’s global proprietary desks in the 1980’s, then left for eight years to work as a police detective. In 1994 he returned to Bank of America, where he helped develop equity and fixed income risk models before becoming Senior Vice President and Chief Investment Officer for Bank of America’s retirement plan investments.

Lee served as Chief Investment Officer for the Levi Strauss Foundation and Red Tab Foundation assets as well as the Levi Strauss domestic and international retirement plans. He is a chartered financial analyst (CFA) and graduate of Harvard Business School’s Executive Leadership Program.

SPEAKERS

Michael G. McMillan, Ph.D., CPA, CFA

Dr. McMillan joined CFA Institute in October of 2008 after more than a decade as a professor of accounting and finance at Johns Hopkins University’s Carey School of Business and George Washington University’s School of Business. Prior to pursuing a career in academia, he was a securities analyst and

portfolio manager at Bailard, Biehl, and Kaiser and Merus Capital Management in San Francisco, California. As Director of Institutional Partnerships, McMillan is responsible for creating and developing educational content for CFA Institute members and investment professionals in the area of ethics and professional standards.

Prior to joining the Institute, McMillan served in a variety of volunteer capacities at the CFA Institute. He was a member of the Council of Examiners for 10 years, and a grader for the CFA Level II and Level III exams for 12 years. Prior to joining CFA Institute, McMillan was a Vice President and Treasurer of the CFA Society of Washington, D.C. In addition, he was a member of the Editorial Board of the Journal of Business Research. McMillan has a Ph.D. in accounting and finance from George Washington University, an M.B.A. from Stanford University, and B.A. from the University Pennsylvania.

The Honorable Gregory W. Meeks

Congressman Meeks represents New York’s Fifth Congressional District and serves as the most senior African American member of the House Foreign Affairs Committee (HFAC). HFAC’s jurisdiction includes oversight and legislation relating to U.S. foreign policy, international development assistance, including the United States’ growing diplomatic and economic ties with Africa. He is also a senior member of the House Financial Services Committee (HFSC), and is the former Chairman of the Subcommittee on International Monetary Policy and Trade. The HFSC’s jurisdiction includes oversight and legislation of the Department of Treasury, the Federal Reserve, and agencies such as the World Bank and the International Monetary Fund.

Congressman Meeks also Co-Chairs the Congressional Black Caucus’ Africa Task Force. He co-sponsored the bipartisan “Electrify Africa Act of 2014,” which passed the House and seeks to meet the demand of an approximately $300 billion investment for developing clean, low-cost electricity in sub-Saharan Africa. He also authored a Congressional resolution which was adopted preceding the U.S.- Africa Leaders’ Summit, expressing U.S. support for the U.S.-Africa relations, including the renewal and expansion of the African Growth and Opportunity Act.

Congressman Meeks earned his bachelor’s degree at Adelphi University, and he received his law degree from Howard University.

5

Professor Kingsley C. Moghalu

Kingsley Chiedu Moghalu served as Deputy Governor of the Central Bank of Nigeria, Africa’s largest economy, from 2009 to 2014, and led the implementation of far-reaching reforms to Nigeria’s banking system in the aftermath of the global financial crisis as Deputy Governor for Financial Stability.

He is Professor of Practice in International Business and Public Policy at Tufts University’s Fletcher School of Law and Diplomacy, the Founder of Sogato Strategies LLC, an emerging markets risk and strategy consulting firm, and a Partner in the U.S. law firm Cooke Robotham LLP. He is also a member of the Advisory Board of the Official Monetary and Financial Institutions Forum.

Moghalu is the author of four books and a forthcoming book on global banking reform and has been featured in major media outlets such as CNN and BBC. He has held multiple leadership positions including at the Swiss-Africa Business Roundtable and the United Nations for 17 years, rising to the rank of Director. He is also an alumnus of executive education programs at Harvard University and the International Monetary Fund Institute.

Featured Speakers

Stan Rupnik

Stan Rupnik, CFA, is the Chief Investment Officer for the Teachers’ Retirement System of the State of Illinois (TRS). TRS is the largest public plan in the state of Illinois, with an investment portfolio of $44.5 billion. As CIO, Rupnik has direct oversight of all asset classes and manages an internal staff as well as the full roster of external investment managers.

Rupnik joined TRS in April 2003. He has held various investment-related roles including portfolio management, equity research, and credit analysis. Prior to TRS, he was associated with GE Asset Management in Stamford, CT and Wayne Hummer Investments in Chicago, IL.

Rupnik is an alumnus of the University of Illinois, receiving both an undergraduate degree in Economics and a Master of Business Administration from the Urbana-Champaign campus. TRS is the retirement system for public school teachers and administrators employed in all Illinois public schools except the city of Chicago. It serves 395,000 members.

The Honorable Denise Lynn Nappier

Denise Lynn Nappier is the first African-American woman elected to serve as a State Treasurer in the United States and the first African-American woman elected to a statewide office in Connecticut. Elected in 1998 and re-elected in 2002, 2006, 2010 and 2014, Treasurer Nappier is also the only woman to be elected Treasurer in Connecticut history.

As Connecticut’s chief elected financial officer, Nappier oversees $54 billion in state funds, including the $29.4 billion Connecticut Retirement Plans and Trust Funds. The Treasury’s Short-Term Investment Fund has been rated as one of the nation’s best government investment pools, and the Fund’s superior performance has earned the state and local governments and their taxpayers an additional $189 million during the Nappier Administration.

Widely respected by her peers, Treasurer Nappier served five terms as Treasurer of the National Association of State Treasurers.

The Hartford native previously served as Hartford City Treasurer for nearly ten years, and as Executive Director of Hartford’s Riverfront Recapture. She holds a B.A. from Virginia State University and a master’s degree from the University of Cincinnati.

Treasurer Nappier is the only woman honored by NASP with the Travers J. Bell, Jr. Award (2005).

6

SPEAKERS

The Honorable Kurt Summers

As Chicago’s City Treasurer, Kurt Summers is the steward of the city’s $7 billion dollar investment portfolio and is responsible for maintaining records and accounts of the city’s finances while ensuring transparency and accountability for all transactions. The Treasurer sits on five local pension boards with nearly $25 billion under management.

Summers began his career at McKinsey & Company, a preeminent global strategy-consulting firm. Most recently, Summers served as a Senior Vice President at Grosvenor Capital Management and a member of the Office of the Chairman. In that role, Summers was a leader of the Emerging and Diverse Manager business, which invested over $2 billion with minority- and women-owned firms.

Prior to his time at Grosvenor, Summers served as Chief of Staff to the Cook County Board President Toni Preckwinkle and as the appointed Trustee for the $9 billion Cook County Pension Fund. In this role, Summers also steered the closure of a $487 million budget deficit while keeping the administration’s promise to roll back the county sales tax, saving taxpayers more than $400 million a year. Additionally, Summers aided in reforming the county’s procurement rules and helped pave the way for a more sustainable health and hospital system.

Summers is a lifelong Chicago resident and a graduate of Whitney Young High School. He received a Bachelor of Science in Business Administration with Management Distinction High Honors in Finance and International Business, with a minor in East Asian Studies, from Washington University in St. Louis. He also holds a Master of Business Administration from Harvard Business School.

Meredith Williams

Meredith Williams, Executive Director of the National Council on Teacher Retirement, serves as CEO and administrative head, and reports to NCTR’s ten-member Executive Committee. Meredith has been active in NCTR for many years and was President 2006-07.

Prior to his 2012 NCTR appointment, Meredith served 12 years as Executive Director of Colorado PERA, a $39 billion association that, at the time of his departure, served as the pension fund for 485,000 current and retired Colorado public servants.

Meredith’s professional career began as a junior accountant with the Kansas Legislative Division of Post Audit, the audit arm of Kansas government. He was Legislative Post Auditor from 1983 until his 1991 appointment as Kansas PERS’ Executive Secretary.

Meredith earned a business administration and economics degree from the University of Kansas (KU); and law degree from Washburn University School of Law, Topeka.

Meredith served on the Journal of Government Financial Management Editorial Board, GASB’s Postemployment Benefits Task Force, PCAOB’s Investor Advisory Group; and as the Association of Government Accountants’ national president, CII chair, and KU adjunct professor. He has published and lectured widely on public sector accountability and oversight; and co-authored the John Wiley & Sons text, Auditing Performance in Government.

7

Facilitators | Instructors | Moderators | Panelists

Niso Abuaf, Ph.D., is Chief Economist and Strategist at Ramirez & Co., and Professor of Financial Economics at Pace University. At Ramirez & Co., Abuaf is responsible for developing balance sheet management and shareholder value maximization strategies for corporates, and for formulating the Firm’s macroeconomic outlook. Abuaf has 30 years of Wall Street experience, having led R&D groups at Credit Suisse, Salomon Brothers/Citi, and J.P. Morgan Chase. Abuaf has advised blue-chip corporates and sovereigns around the globe; has played leading roles in marquee capital raising and M&A transactions; and the development of an options market in Argentina. He is fluent in French, Spanish, and Turkish, and has a working knowledge of German and Italian. Abuaf received a B.S. and M.S. in Electrical and Biomedical Engineering from Northwestern University; and an M.B.A. and a Ph.D. in Financial Economics from the University of Chicago.

Walé Adeosun, CFA, serves as Chief Investment Officer of Kuramo Capital Management, LLC with responsibility for the company’s investments and strategic direction. Previously, Adeosun was Treasurer and CIO at Rensselaer Polytechnic Institute (RPI), where he oversaw $850 million in endowment and pension assets. He led RPI’s increased investment in alternative investments, spearheading RPI’s investment effort in emerging frontier markets, including Africa. From 1999 to 2004, Wale was a Managing Director in the Investments Group of The MacArthur Foundation. Adeosun currently serves as Chair of the Investment Advisory Committee for the New York State Common retirement Fund. He also serves as President of the Nigeria Higher Education Foundation (NHEF). Adeosun is a member of the CFA Institute. Adeosun received his M.B.A. from John M. Olin School of Business at Washington University in Saint Louis, MO and his B.A. in Economics and Business Administration from Coe College, Cedar Rapids, IA.

Patrice Altongy is a Managing Director, Capital Markets Origination for Citigroup, covering clients in the asset management, automotive and industrial finance, higher education and endowments, insurance, and specialty finance sectors. Altongy provides clients with advice and execution expertise on raising debt in the global capital markets. In addition to her experience in the US markets, she has worked on a variety of non-US$ capital raising transactions including Renminbi, Euros, Sterling, HK$, Yen, and A$ transactions, and has experience across hybrid securities, structured notes, surplus notes, capital securities, liability management, and derivatives. Before CMO, Altongy was in Citigroup’s Investment Banking Division, working on a broad array of M&A, equity, and fixed income transactions for multi-national conglomerates. Altongy started her career as an Attorney at Hunton & Williams. Altongy received her undergraduate degree from Emory University and a J.D. from the University of Richmond, where she currently is an LSA Board Member.

D’Andrea (Dee) Anderson is an Executive Director within J.P. Morgan Corporate and Investment Bank. She manages teams in Chicago, New York and Delaware responsible for client documentation throughout the Wholesale and Private Bank. Dee is accountable for streamlining client documentation across CIB globally. Previously, Anderson was the Head of Global Fixed Income Middle Office Chicago running ABS Conduit Commercial Paper Funding and Operations and Tax Oriented Investments (TOI) Portfolio Management. Her teams managed multi-billion dollar programs and transactions. She also worked within Fixed Income Sales covering institutional clients. Anderson serves on several internal JPM leadership and philanthropic committees. Her civic and community work includes: Just the Beginning Foundation Board, Posse Leadership Council, NASP, and Delta Sigma Theta Sorority Inc. Anderson has an M.B.A. from Purdue University and B.S. in Economics from Hampton University.

Solomon Asamoah is currently Vice President for Infrastructure, Private Sector and Regional Integration at the African Development Bank, with responsibilities including the Bank’s Private Sector Operations; development and funding of Financial Markets & Private Equity Funds; NEPAD and Regional Integration; as well as the implementation of sustainable Infrastructure programs throughout Africa. He has also served as Deputy Chief Executive Officer and the Chief Investment Officer of the AFC from 2007 - 2014. Asamoah served as Executive Manager of Private Sector and International Investments at Development Bank of Southern Africa. He has worked in various investment advisory capacities within Softbank Emerging Markets, HSBC Markets and the International Finance Corporation (IFC). He serves as a Director of Main One Cable Company Nigeria Ltd. Asamoah graduated from Imperial College, London and holds a Master’s Degree in Chemical Engineering.

William Atwood has served as Executive Director of the Illinois State Board of Investment (ISBI) since March of 2003. Atwood has managed the restructuring of IBSI’s investment portfolio, established an emerging manager program, initiated the utilization of a general consultant, expanded the portfolio’s exposure to alternative investments, increased the Board’s shareholder activism, and made improvements to the State of Illinois’ Deferred Compensation Plan. Atwood’s previous experience includes service on the staff of U.S. Senator Charles Percy and in the administrations of Governor Jim Thompson and Governor Jim Edgar; Vice President for Business Development at Investment Counselors Incorporated; and Midwest Managed Money Services through which he provided consulting services to money management firms working with public and Taft-Hartley pension plans. Atwood served as a Director of the Chicago Stock Exchange. He received an M.A. from the University of Chicago and a B.A. in Political Science from Southern Illinois University.

8

Prakhar Bansal, CFA, is the Director of Strategy for the University of Chicago Office of Investments. In this role he is focused on the development and management of the overall investment strategy for the endowment. He joined the Office of Investments in 2003. Bansal was manager of absolute return investments from 2007 to 2009 and was promoted to senior portfolio manager for the public markets (global equities and fixed income) and absolute return portfolio, a position he held from 2009 to 2012. From 2012 to 2014, Bansal was senior portfolio manager for real assets, responsible for the University’s investments in natural resources and real estate. Prior to joining the University, Bansal was a senior quantitative analyst with Morningstar. Bransal holds an M.B.A. in analytic finance and economics with high honors from the University of Chicago Booth School of Business, an M.S. from The Ohio State University, and B.Tech. from The Indian Institute of Technology, Kanpur, India.

J. Thomas Barnett is the director of finance for the City of Birmingham, Alabama. As the chief financial officer, Barnett is responsible for overseeing annual operating budgets of over $400 million, City reserves of over $200 million, bonded indebtedness of approximately $500 million and the City pension funds have assets of over $1 billion. His duties include financial reporting and disclosure, strategic financial planning and debt issuance. Reporting to Barnett in the Finance Department are the divisions of Accounting, Purchasing, Payroll, Budgeting, Cash and Investment Management and Tax and License Administration. Prior to joining the City administration, Barnett was a public finance investment banker for over 30 years with several regional and local firms, structuring and managing several billion dollars of financing for various public entities. Barnett earned Bachelor of Science degrees in Accounting and Finance and a Master’s degree in Finance from the University of Alabama.

Derek T. Batts is Senior Vice President and Portfolio Management Director at Morgan Stanley. Batts manages money for institution and high net worth clients. Prior to joining Morgan Stanley, Batts was the founder and Chief Investment Officer of Union Heritage Capital Management. He is a graduate of Wayne State University with a degree in Finance and also holds a Juris Doctorate from Michigan State University College of Law and has been a licensed Attorney since 1983. Batts’ civic activities include the co- founding of the Union Heritage Foundation which supports education through scholarships for deserving local graduating high school students. Batts is a former Vice President of the National Association of Securities Professionals, Detroit Chapter. He is also a Trustee and President Circle Producer member at the Music Hall Center for the Performing Arts.

Christen Bear, Wealth Management Director at TIAA-CREF leads a team of Advisors in Chicago, Evanston, Champaign, and South Bend who provide financial planning services to clients who have more complex needs in retirement, or as they plan for and transition to retirement, using more personalized service, greater advice capability and a broader range of products. She has been with TIAA-CREF for just under a year and has more than 20 years of experience in the financial services industry. Previously, Bear held positions at two Wirehouse and Asset Management firms in institutional and retail product sales as well as branch management and business development at the regional, market, and local level. Bear holds an Economics degree from The Ohio State University and also holds FINRA Series 7,9,10,63 and 66 registrations in addition to maintaining licenses in Life and Variable products and insurance licenses Type 1 in all appropriate jurisdictions.

Les Bond is Co-Founder and Chief Executive Officer of Attucks Asset Management, LLC, where he is responsible for portfolio management and new business development. Attucks concentrates on creating multi-manager portfolios in the U.S. equity, international equity, fixed income and hedge fund-of-funds space and currently manages more than $2.1 billion in assets for some of the largest institutional investors in the country. Prior to founding Attucks, Bond held various senior positions in both government and the investment banking industry. He received an A.B. degree from Princeton University as a Woodrow Wilson Scholar and received his J.D. and M.M. in Finance and Marketing from Northwestern University. Bond is the Chairman of NASP and serves on its Board of Directors. He also is an active member of the New America Alliance and the Association of Asian American Investment Managers.

Melissa L. Bradley is a Professor of Practice at the McDonough School of Business at Georgetown University. Bradley serves as a faculty advisor for the Social Venture Lab and provides client-driven experiential learning opportunities in the U.S. and abroad for students across the entire University. As a Presidential Appointee under President Obama, Bradley served at the Corporation for National and Community Service (CNCS) as Chief Strategy Officer and at the Department of Education. From 2014-15 Bradley served as Acting Director of the Social Innovation Fund (SIF), a White House Initiative, where she oversaw the development and implementation of the U.S. Government’s Pay for Success Program, worth over $14M annually. Prior to her Administration service, Bradley served as CEO of Tides Network, an international social enterprise that partners with donors, doers and investors to sustain social, racial, economic and environmental justice in the U.S. and beyond. Bradley holds a B.S. in Finance from Georgetown University and an M.B.A. in marketing from American University.

Janelle Brittain has over 30 years of business experience in management, board work, consulting, executive coaching and training. Brittain has served on seven corporate advisory boards, eight non-profit boards and one corporate board for a total of 40 years of board service. She is a Managing Director of Mastermind Advisory Board and is the Director of the Boardology® Institute for Boardroom Bound. She spent almost a decade in the health care field in management, training and marketing. Brittain held previous roles at Xerox and Control Data as well. In 1989, Brittain founded her own company, the Dynamic Performance Institute. She has published six books and has been quoted in over 100 national publications.

9

Facilitators | Instructors | Moderators | Panelists

Douglas J. Brown is Senior Vice President and Chief Investment Officer (CIO) at Exelon Corporation. As CIO, Brown leads a team of professionals responsible for managing all investment activities including pension funds, nuclear decommissioning trusts, defined contribution plans and other employee benefit trusts totaling $35 billion. He is a member of Exelon’s Corporate Investment Committee, Risk Management Committee and is a member of the Exelon Foundation Board of Directors. In 2012, Brown was named Large Corporate Pension Manager of the Year by Institutional Investor. The award recognizes institutional investors whose innovative strategies and fiduciary savvy have resulted in impressive returns. In 2013 and 2014, he was named to Chief Investment Officer Magazine’s Power 100 list of most influential asset owners. Prior to joining Exelon, Brown was Chief Investment Officer at Chrysler LLC. Brown holds a B.A. degree in economics from Albion College and an M.B.A. from the University of Detroit Mercy.

Cheryl Cargie is Senior Vice President, Head Trader at Ariel Investments. With over 27 years of trading experience, Cargie is responsible for the firm’s domestic trading operations. Prior to joining Ariel in 1994, she was vice president and head trader at Fiduciary Management Associates. In this capacity, she was the firm’s principal trader of both equities and fixed income securities. Prior to her tenure at Fiduciary Management, Cargie was an equity trader at Aon Corporation. She is an active member of NASDAQ’s Institutional Traders Advisory Council and a member of the National Organization of Investment Professionals. In 2013, Cargie was honored with The Lifetime Achievement Award from the Securities Traders’ Association of Chicago (STAC), where she also served as a past president. Cargie graduated from Illinois State University with a B.S. in finance.

Kesha Cash is Founder and General Partner at Impact America Fund, a GIIRS rated early-stage equity fund that invests in high-growth companies scaling solutions to capture $1 billion plus market opportunities while improving underserved U.S. communities. Impact America’s portfolio includes Mayvenn, an e-commerce platform empowering 25,000 hairstylists to directly sell products without holding inventory; Schoolzilla, a SaaS company providing teachers and administrators with data insights to improve educational outcomes; and ConnXus, a SaaS platform that streamlines supplier diversity initiatives for large corporations including Coca-Cola, Kaiser, and McDonald’s. Prior to launching Impact America, Cash managed a minority-focused investment initiative for Serious Change, a $60 million global impact fund with a single LP, and worked in London at Bridges Ventures, a £500M impact firm investing in underserved communities in the UK. Cash received her M.B.A. from Columbia Business School and B.A. in Applied Mathematics from UC Berkeley.

Cherrise Cederqvist joined Prudential in 2013 to oversee the Emerging Manager Investment Program. Prior to joining Prudential, Cederqvist was a Managing Director at Principal Global Investors where she was head of Business Strategy, encompassing Product Development and Acquisitions. Prior, she worked in various institutional sales and marketing roles at Credit Suisse Asset Management, Oppenheimer Capital and UBS Asset Management. Cederqvist has a B.A. from University of Rhode Island in Psychology. She received her M.B.A. from Columbia University.

James J. Celestine, Jr. is Director of the New York State Common Retirement Fund’s Real Assets allocation where he oversees a diverse portfolio mix that includes allocations to agriculture, commodities, energy, infrastructure and timber. will include allocations to agriculture, commodities, energy, infrastructure and timber. Previously, Celestine served as portfolio manager and head trader of the Fund’s internally-managed domestic equity portfolio with total assets exceeding $45 billion. He also has been an active participant on many of the Fund’s technology initiatives, including the development of a proprietary order management system, electronic trade routing and straight-through processing. Prior to joining the Fund, he worked as a financial analyst for Citigroup’s public finance unit. Celestine earned a B.S. in economics at the State University of New York at Albany.

Marquette Chester is a Principal and Managing Director for the Investor Relations and Product Development group at WL Ross & Co. LLC. As Managing Director, Chester is responsible for coordinating global investor relations and in conjunction with the global sales team, distribution for the entire private equity platform, to include Direct Private Capital and Fund of Funds. In his role, he leads the Investor Relations and Product Management areas and is part of the strategic planning and direction of the firm. Prior to his current role he served as Managing Director in Institutional Sales & Service for 11 years where he was responsible for relationship and new business generation for institutional investors in public funds. Chester has more than 25 years of experience in the investment management industry. He graduated from Duke University in 1983 with a B.A. in Economics. He currently serves on the Board of Directors of the National Association of Securities Professionals (NASP).

James F. Clayborne, Jr. (D-Belleville) serves as the Majority Leader in the Senate, chairs the Assignments Committee and serves on the Energy & Public Utilities, Insurance and Executive committees. Clayborne graduated from Tennessee State University in 1985, and in 1988 earned his juris doctorate degree from the University of Miami School of Law in Coral Gables, FL. He is a former assistant state’s attorney in St. Clair County. Additionally, he served as a child support prosecutor, a supervisor in the St. Clair County Juvenile Abuse and Neglect Division, a supervisor in Felony Probation Revocations and a felony prosecutor. He also was one of 50 attorneys selected nationwide to participate in the Federal Bureau of Investigation’s National Law Institute in Quantico, VA. Clayborne is a founding partner of Clayborne, Sabo & Wagner of Belleville where he focuses on civil litigation defense.

10

Natalie Cohen is Managing Director and Head of Municipal Research, a coverage area that launched in late 2010 as part of the Global Economics and Research group of Wells Fargo Securities. She was previously president of National Municipal Research, Inc., an independent consulting company focused on state and local fiscal condition. Prior to National Municipal Research, she was managing director at Financial Security Assurance, a bond insurance company. She has also held positions in high yield municipal bond insurance at Enhance Financial Service Group, now Radian, and American Capital Access. In addition to bond insurance, Cohen was a vice president at Moody’s Investors Service and supervising analyst at the New York City Office of Management and Budget. She is a member of the Municipal Analysts Group of New York. Cohen holds a master’s degree in public administration from New York University’s Wagner School of Public Service and a B.A. from Hampshire College.

Mary Collins is an elected retired teacher trustee for the District of Columbia Retirement Board. She started her career in public service as a high school math teacher for 33 years. Collins spent over a decade as a Field Representative for the Washington Teacher’s Union and as a Trustee four years on the Council of Institutional Investors, and as Chair of Policy for three years. Collins obtained her Masters in the Science of Teaching Mathematics and has her Bachelors of Science in Mathematics. Collins is a member of Alpha Kappa Alpha Sorority, Inc.

Anne W. Coupe has been Head of Consultant Relations, U.S. for UBS since December 2010 and is responsible for the ongoing development and enhancement of Global Asset Management’s relationships with consultants in the U.S. She is responsible for setting strategy for the U.S. consultant relations team with respect to getting investment capabilities approved by consultants, and is a key conduit with the investment teams. She is a member of the Americas Management Team. Prior to this position, Coupe held roles as head of the U.S. consultant team at Deutsche Bank, an equity product specialist at William Blair and Company, LLC, and a senior client service manager at Bank One. Coupe’s prior experience includes eight years combined as an investment consultant with Callan Associates and Mercer. Coupe earned a B.A. from University of Virginia and an M.B.A. from Duke University Fuqua School of Business.

Regina Cross joined Goldman Sachs in 2010. Prior to joining Goldman Sachs, she was the Brand CFO for the U.S. Affiliate Neuroscience Business Unit of Eli Lilly and Company, with revenues over $4 billion, and worked internationally leading project teams in Shanghai, Lima, and Vienna. As a Private Wealth Advisor, Cross works closely with ultra-high net worth families, executives, foundations, and endowments to provide customized financial advisory solutions. Cross has an M.B.A. from Stanford Graduate School of Business, an M.A. of Education from Stanford Graduate School of Education, a certificate in Public Policy, and holds a B.S. in Finance with Honors from Indiana University. She is a board member of KIPP Indy, Board of Advisors for the Indiana Governor’s Conference for Women, Advisory Board Member for the Chicago Foundation for Women, YP Ambassador for the Chicago Council on Global Affairs, and board member of Victory Gardens Theater Chicago.

Charles L. Curry, Jr., leads all aspects of Piedmont Investment Advisors’ fixed income research activities and serves as Co-Portfolio Manager for Piedmont’s Yield Advantage products. He also oversaw the Bank Advisory Services team which performed preferred stock and warrant valuation services for the U.S. Department of the Treasury’s Troubled Asset Relief Program (TARP). Curry is an equity partner of the firm and a member of the Executive Committee. Having joined Piedmont in 2001, Curry is considered an honorary founder of Piedmont. He previously served as lead portfolio manager at Hughes Capital Management. Curry received his A.B. in Political Science from Duke University and his M.B.A. in Finance from Clark-Atlanta University. Curry serves as President of the North Carolina Chapter of the National Association of Securities Professionals (NASP). He also serves on the North Carolina Central University School of Business Board of Visitors.

Christina Cutlip is Managing Director and Head of Plan Sponsor Services at TIAA-CREF. In her role, she and her team are responsible for the delivery of TIAA-CREF’s record-keeping services to institutional and individual clients. Previously, Cutlip was Managing Director, Institutional Relationships, with responsibility for all client relationships and $60 billion in assets under management in the company’s Southeast Region. Prior to joining TIAA-CREF, Cutlip worked for several major mutual fund companies where she held positions in client relationship management and benefits consulting. Cutlip is a Certified Employee Benefits Specialist (CEBS), a member of the International Foundation of Employee Benefit Plans and is on the board of The Council of Independent Colleges. She was appointed to the Department of Labor ERISA Advisory Council for a three-year term beginning January 2013. Cutlip holds a B.A. in Economics from Grinnell College and an M.B.A. from Regis University.

Agnes Dasewicz serves as director of the Private Capital Group for Africa and as private sector engagement lead for Power Africa of the U.S. Agency for International Development (USAID). Having worked in development finance institutions for over 15 years, Dasewicz has an extensive financial pedigree and knowledge of private equity investments in emerging markets. She is the founder and former chief operating officer of the Grassroots Business Fund, an impact investing fund targeting “base of the pyramid” entrepreneurs and small and medium sized enterprises. She was also a program manager at the International Finance Corporation and worked at its Small Enterprise Assistance Fund. Dasewicz holds an M.B.A. from the Georgetown University McDonough School of Business.

Erika Seth Davies is the Director of External Affairs for the Association of Black Foundation Executives (ABFE). She has been a nonprofit development professional for ten years and has worked in the private sector. Prior to joining ABFE, she was a Marketing Associate for Credo Capital Management. In her role with ABFE, Davies leads the organization’s development, membership, and marketing and communications efforts in addition to special projects, including: SMART Investing, a new initiative focused on increasing access for minority- and women-owned investment management firms to opportunities for foundation endowment management. She was a member of the inaugural class of the ABFE Connecting Leaders Fellowship program. Davies earned a B.A. in English and Certificate of African Studies from Georgetown University and has studied at the Georgetown Public Policy Institute.

11

Facilitators | Instructors | Moderators | Panelists

Terrance Davis, CFA, is a portfolio manager in the Strategic Investments Department at the State Board of Administration (SBA), the agency that manages the assets of the Florida Retirement System. Davis started his career at the SBA in 2000 as an assistant equity portfolio manager. He left in 2004 to join a startup money management firm in Atlanta and ultimately rejoined the SBA in 2009 as a corporate credit analyst. He is currently responsible for SBA investments in timberland, royalties, corporate mezzanine debt, real estate debt, and various hedge fund strategies. Davis holds bachelor and master’s degrees in business administration from Florida A&M University.

Bob DeBolt is the Chief Investment Officer for Mesirow Financial Private Equity. He joined the Firm in 2004 and has 15 years of experience investing in private equity partnerships, secondaries and co-investments. He is involved in all aspects of the private equity investment process, leads the investment due diligence team and is a member of the firm’s Private Equity Investment Committee. DeBolt also participates on the limited partner advisory committees for a number of buyout and venture capital partnerships. Previously, he was a founding member of Adams Street Partners and an associate director in the Private Markets group of UBS Brinson Partners. Prior to joining UBS Brinson Partners in 1999, he was an investment banking analyst at Merrill Lynch & Co. DeBolt received a bachelor of arts degree with high honors from Princeton University and a master of business administration degree from Northwestern University’s Kellogg School of Management.

Billy Dexter, Partner, Heidrick & Struggles, Chicago office, serves as a member of the financial services, human resources officer, and board practice and co-manages the Diversity Advisory practice that assists clients in creating diverse leadership teams through all the firms industry and functional groups. His prior roles have included Executive Vice President & Chief Diversity Officer, Viacom MTV Networks; President-Hudson Inclusions Solutions and Chief Diversity Officer, Hudson Highland Group; Vice President, Diversity Recruitment Initiatives, Monster Worldwide; and National Director, International and Diversity Recruitment, Deloitte. Dexter has also led talent acquisition at Motorola and United Airlines and also serves on the boards of The Executive Leadership Council (ELC), Metropolitan Club, Link Unlimited, and NAAAHR. Dexter also co-chairs the corporate board initiative for ELC that focuses increasing Diversity on corporate boards. Dexter holds a B.A. in Education from Saginaw Valley State University and a M.A. from Michigan State University.

Dianna Di Iorio, CFA, serves as a Portfolio Manager on portfolios of various strategy mandates, on multi-strategy portfolios as well as other specialized strategies and custom mandates for GCM Grosvenor. Di Iorio leads activities related to the construction, implementation and monitoring of portfolios. Prior to joining GCM Grosvenor, Di lorio was a Senior Financial Analyst at Goldman Sachs in Private Wealth Management and worked closely with clients to make asset allocation and manager selection decisions. She was also previously at the JPMorgan Private Bank, where she worked with bankers, investors, wealth advisors, and fiduciary officers to service ultra-high net worth individuals. Di lorio received her Bachelor of Arts cum laude with department honors, double majoring in Economics and Mathematical Methods in the Social Sciences, from Northwestern University and her Master of Business Administration with honors and Beta Gamma Sigma membership from the University of Chicago Booth School of Business.

Brian Dillard, Director, Credit, joined KKR in 2006 and is a member of the Special Situations investing business within KKR Credit. Prior to joining the Special Situations team, Dillard was a member of the Private Equity team and has been involved with the investments in Harman International and Oriental Brewery. In 2008 and 2009, he worked in Hong Kong assisting in the development of KKR’s Asian operations. Prior to joining KKR, he was at Morgan Stanley & Co. in its mergers and acquisitions investment banking group, where he was involved in a number of merger, acquisition, and financing transactions. Dillard holds an A.B. in Computer Science from Harvard College and an M.B.A. from Harvard Business School.

Sidney Dillard is head of the Corporate Investment Banking Division at Loop Capital. In addition to managing the corporate team at Loop Capital, Dillard is responsible for relationship management and business development with corporations across all areas of the firm. She has over 23 years of experience encompassing a long tenure at Northern Trust Company, where she was a Senior Vice President and Division Manager responsible for commercial banking, treasury management, retirement plan custody and investment services for large corporations. Dillard received a Masters of Management in Finance, Marketing and Management from Northwestern University’s Kellogg Graduate School of Management, and a Bachelor of Arts in Economics from Stanford University. She holds Series 24, 7 and 63 licenses.

Eugene J. Duffy is the Senior Managing Director at Intercontinental Real Estate Corporation, which houses an open ended private equity real estate fund and a hedge fund-of-funds offering. Duffy has served as a director of Sunrise Bank and is a director of American Beacon Funds, a multi-billion dollar mutual fund company based in Dallas, Texas. He is trustee for the Willie L. Brown Jr. Institute on Politics and Public Service. He previously served as Deputy Chief Administrative Officer for the City of Atlanta under Mayor Andrew Young, where he was applauded for his work with the city’s pension funds, the implementation of Atlanta’s policy of “municipal international development” and directing Atlanta’s minority bushiness program to new heights and unparalleled participation levels. He is the former Chair of the NAACP Foundation and the National Association of Securities Professionals (NASP). Duffy was appointed by the U.S. Securities and Exchange Commission to the Investor Advisory Committee.

12

Lisa Edgar is a Managing Director with Top Tier Capital Partners, focused on all aspects of portfolio construction, manager selection, due diligence, and investment monitoring. She currently serves on the advisory committees for 12 venture capital funds. Before joining predecessor firm Paul Capital in 2003, Edgar was part of the asset management team at WR Hambrecht + Co and before that, she spent ten years at Horsley Bridge Partners. Edgar began her career as an Analyst at the Federal Reserve Bank of San Francisco. She received a B. in Applied Economics from the University of San Francisco and an M.B.A. from the University of California, Berkeley.

Christian Eicher joined RVK in 2011 and has more than ten years of experience in the investment consulting and asset management industry. As a Consultant, Eicher has experience working with corporations, government entities, and endowments and foundations. His responsibilities include developing investment policy statements, formulating asset allocations, developing and implementing asset class manager structure, conducting manager searches and ongoing investment manager due diligence. Additionally, Eicher is a member of RVK’s outsourced CIO (OCIO) search and monitoring team, leading search and monitoring assignments for clients who wish to engage with a discretionary provider. Prior to joining RVK, Eicher worked at Mangham Associates, Baron Capital Group, and the J.P. Morgan Private Bank. Eicher earned a Bachelor of Science degree in Finance from Pennsylvania State University and a Master of Business Administration degree from the Darden Graduate School of Business Administration at the University of Virginia.

Dale Favors, Managing Director at Castle Oak Securities, has nearly 22 years of Wall Street investment experience. He joined CastleOak in 2014 with responsibility for marketing and business development. Favors has held similar positions at Bloomberg, CIBC World Markets and Royal Bank of Canada. Prior to CastleOak, Favors spent five years at Piper Jaffray & Co., where he was responsible for establishing new business and maintaining relationships for their Equity Sales & Trading Division. He has served on a number of non-profit boards including Cornerstone Learning Center in New York City. Favors has an M.B.A. in Finance and a B.S. degree in Business Administration from The School of Business & Industry at Florida A&M University.

Shawna A. Ferguson, Managing Director of Global Diversity and Inclusion for Wellington Management Company, LLC, has over 20 years of generalist experience in human resources, diversity, and inclusion management. Ferguson guides the Firm’s global diversity and inclusion strategy as a fully-integrated part of the firm’s business practices, programs, and processes. She collaborates with business leaders, the Diversity Committee, and Human Resources to develop customized business-led plans. Ferguson is responsible for building the firm’s inclusion capabilities, visibility, and impact by adapting best practices, directing business networks governance and programming, implementing diversity and development education, and overseeing the firm’s partnerships with external diversity associations. Ferguson spent over a decade in Human Resources at Genzyme Corporation supporting several client groups. Ferguson is a Certified Cornell Diversity Professional/Advanced Practitioner (CCDP/AP) from Cornell University’s School of Industrial Labor Relations, and an adjunct instructor there. She earned her M.A. in Education from Northeastern University and her B.A. from Lesley University.

Craig Fowler is a Managing Director of Bank of America Merrill Lynch (BAML) Capital Access Funds (CAF) where he focuses on capital formation, evaluating investment opportunities, originations, and overseeing the relationship management function for CAF. In this role, he has responsibility for adding value to the portfolio of funds and their underlying companies utilizing the platform and resources of BAML. CAF is an experienced private equity fund-of-funds manager and advisor focused on meeting the targeted mandates of institutional investors. Since 2002, CAF has managed and advised on $2.0 billion of capital and currently manages and designs mandates to meet individual and specific institutional investors’ needs such as emerging and diverse managers and underserved markets. Fowler serves on the board of the National Association of Investment Companies (NAIC) and is a graduate of Washington University in St. Louis and the Venture Capital Institute.

Holly Framsted, CFA, is an Equity Smart Beta Strategist for BlackRock’s iShares Group. In this capacity, she is responsible for providing subject matter expertise on Smart Beta and Factor investing to Institutional and Advisory clients. She also works with the team to manage the evaluation of new Smart Beta product ideas. Framsted’s service with the firm dates back to 2005, including her years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining the Equity Smart Beta team, she held various strategic product development roles within iShares, including work with the US and Latin America/Iberia businesses. She also spent a number of years as a portfolio manager for the Index Equity team where she was responsible for the management of various global equity portfolios. Framsted earned a B.A. degree in psychology from the University of California, Los Angeles.

Marcelia Freeman is a Vice President and a member of the Capital Development Team where she focuses primarily on new business generation and relationship management. Prior to joining EIG in 2015, she was a Director at WL Ross & Co. and Invesco Private Capital, where she was responsible for sales along with product development and product management. She had also been a Director within Invesco Institutional Sales, advising public pension plans in the southeastern United States. Prior to Invesco, Freeman worked at JPMorgan Chase in a number of roles, including within the firm’s Office of the Chairman and within the J.P. Morgan Private Bank. She received an M.B.A. from the Harvard Business School and graduated with summa cum laude honors from Florida A&M University with a B.A. in Finance.

Patricia French is serving her third elected term as a board member of the Public Employees’ Retirement Association of New Mexico (PERA) which oversees a $14+ billion fund and is currently serving her third year as the Chair of the Board. French started her public service career in Albuquerque, NM in 1988. She has been a Police Records Supervisor for over 22 years. She was the Records Custodian for the City of Albuquerque Police Department and Bernalillo County Sheriff’s Department for 15 years. French was recently selected to serve on the Supervisor Committee of the Rio Grande Credit Union. She has been an Executive Board Member of AFSCME Local 3022 for over ten years and served for two years on the State Council Board for AFSCME.

13

Facilitators | Instructors | Moderators | Panelists

Adan Galvan, CFA, is the head trader at Ativo Capital is responsible for all trading activity within the firm. In addition to his trading responsibilities, he is a Senior Portfolio Manager responsible for research and analysis intended to improve portfolio performance. Galvan is a member of the CFA Society of Chicago’s Social Advisory Group. He has an undergraduate degree in Psychology from Rice University and an M.B.A. in Finance from Loyola University.

Themba Gamedze serves as the Chief Executive of Sanlam Independent Financial Services and Chairman of Sanlam Customised Insurance Ltd. Gamedze serves as the President of the Association of the South African Black Actuarial Professionals (ASABA). He has several years of experience in the actuarial and financial services industry. He has been an Independent Non-Executive Director of Santam Ltd. since October 16, 2006. He serves as a Director of Sanlam Independent Financial Services Ltd., Sanlam Investment Management (Pty) Ltd., Coris Capital (Pty) Ltd. and Simeka Consultants and Actuaries (Pty) Ltd. He serves as a Member of Council of Actuarial Society of South Africa (ASSA).

Donald Gips is a Senior Counselor with Albright Stonebridge Group developing the firm’s Africa practice and clients across the firm. Gips served as the U.S. Ambassador to South Africa until January 2013. As Ambassador, he managed over 1,000 people from a dozen different government agencies and oversaw an annual budget of over $600 million. Before serving as Ambassador, Gips served as Assistant to President Obama. He was on the Presidential Transition Team and then served in the White House overseeing the selection of several thousand political appointments. Gips previously served in the White House working as Chief Domestic Policy Advisor to Vice President Al Gore. Gips also served as Chief of the International Bureau at the FCC. Before entering government, he was a management consultant at McKinsey & Company. Gips serves as the Chair of the U.S.-South Africa Business Council. Gips received an M.B.A. from the Yale School of Management and received his undergraduate degree from Harvard University.

Kenneth E. Glover joined Atlantic Asset Management (formerly Hughes Capital Management) in 2014 after serving as a strategic business consultant to the firm for the previous two years. Glover serves as a primary point of contact for the firm’s clients and prospective clients. Prior to joining HCM, Glover held numerous executive level positions with community and national banking organizations, investment banking firms, local governments, and not for profit organizations. In addition, Glover has also developed expertise in economic development, health care, government relations, taxable and tax-exempt finance, treasury management, strategic planning, organizational growth management, project management and public-private partnerships. Glover has a Bachelor of Arts, magna cum laude and has triple majors in Economics, Political Science and American Studies from Amherst College in Massachusetts. Glover also has a Master of Arts in Urban Management from the University of Maryland.

Lawrence F. Goldman, CFA, manages the Capital Markets Group at Ramirez & Co. and is responsible for overseeing all capital markets activities of the firm as they relate to corporate clients. Goldman also oversees debt and equity capital markets activities as well as the firm’s share repurchase business. Goldman has over 30 years of Wall Street experience, including 16 years at Goldman, Sachs & Co. five of which were spent in Tokyo managing the International Underwriting and Trading Business for Asia. He also spent several years building and managing the firm’s Preferred Stock and hybrid security business. Goldman spent virtually all of his 16 years at Goldman Sachs covering, advising and making underwriting commitments for many of the firm’s most important clients in the capital markets. Goldman received a Bachelor’s degree, cum laude, in Economics from Yale University, as well as an M.B.A. with distinction from New York University.

Cesar J. Gonzales, Jr., CMFC is Senior Vice President, Investment Programs at FIS Group, Inc. In his primary investment role, he assists Tina Byles Williams, FIS Group’s CIO in the consistent implementation of the firm’s investment philosophy and processes as well as with the oversight of the manager research activities including manager coaching. He is a voting member of the Investment Committee, a member of the management committee and the senior investment team responsible for investment strategy implementation, portfolio construction and risk management, as well as manager selection and coaching. Gonzales has over 24 years of investment experience with an emphasis on the utilization of entrepreneurial managers. Currently, he is pursuing his Doctor of Business Administration (DBA). He graduated summa cum laude from Strayer University with a Bachelor of Science Degree in Economics and completed his Master of Business Administration with honors.

John Goodreds is a Managing Director with TIAA-CREF. He is based in New York and a member of TIAA’s Private Markets Investment Committee. He has managed the Agricultural Value-Add portfolio, which makes equity and debt investments in the ag value chain, since 2010. Previously, from 2005 to 2010, he was a member of TIAA-CREF’s Alternative Investments team, focused on private equity buyout funds and associated co-investments. Prior to the Alternatives team, Goodreds spent seven years leading private debt transactions on the Corporate Private Placements team and two years with the High-Yield Debt team. Before he joined TIAA-CREF in 1996, Goodreds sourced and structured bank loans for middle market borrowers at National Westminster Bank USA, and completed the bank’s management training program. He holds a B.A. in economics from Colgate University and an M.B.A. in finance from Columbia Business School.

14

Graham C. Grady is a trustee for the Lloyd A. Fry Foundation. The Foundation focuses on programs that improve conditions for low-income, underserved communities in Chicago, and with a specific interest in efforts that foster learning and innovation. Grady is also a partner at Taft Stettinius & Hollister LLP where he provides legal counsel for compliance, regulatory, public policy and encompasses zoning, land use, licensing, government contracts, procurement and legislative approvals. Grady also serves as legal counsel to one of the five annuity and benefit funds of the City of Chicago, advising in a broad range of areas including compliance with the Illinois Pension Code, investment management agreements, open meetings and freedom of information act compliance and the fiduciary obligations of the trustees of the pension fund. Grady received his. B.A. from the University of Illinois where he was a student member of the Board of Trustees. He earned his J.D. with honors from Northwestern University School of Law.

Ronald C. Green was elected Houston City Controller on December 12, 2009, after serving three terms on Houston City Council. He has been re-elected twice and began serving his third and final term in January 2014. On City Council, he chaired the Budget and Fiscal Affairs Committee. As City Controller, Green oversees a $13 billion debt portfolio and over $3 billion of investments. During Controller Green’s tenure, several refinancing opportunities have generated over $474 million in savings without extending the life of the debt. He earned both a Bachelor of Science and a Master of Business Administration from the University of Houston, and a law degree from Texas Southern University’s Thurgood Marshall School of Law. Green is a licensed real estate broker. He serves on the National League of Cities’ 2015 Board of Directors; he was appointed to the Governmental Accounting Standards Advisory Council (GASAC) in January 2013.

Marguerite H. Griffin is a Senior Vice President at The Northern Trust Company, Chicago. As National Director of Philanthropic Services, Griffin is responsible for the delivery and growth of Northern Trust’s philanthropic services to Wealth Management clients. She specializes in administering charitable trusts, private foundations and other tax-exempt entities, and counsels clients regarding charitable giving strategies, nonprofit compliance and risk management, family legacy philanthropy, microfinance, impact investing and international philanthropy. Griffin received a B.A. degree from Washington University in St. Louis and a J.D. degree from Northwestern University School of Law. She is a member of the Chicago Bar Association and the Chicago Estate Planning Council. Griffin is admitted to practice before the Illinois Supreme Court. She is a frequent speaker at industry events, addressing topics such as microfinance, impact Investing, nonprofit board governance, strategic giving and trends in philanthropy.

Tasha Henderson, chief financial officer, is responsible for oversight and management of both the financial and operational activities of Loop Capital. She has shown leadership in developing and implementing the firm’s infrastructural, administrative, and operational growth. Henderson serves on the firm’s Management and Risk Committees and as the firm’s assistant corporate secretary. Prior to joining Loop Capital, Henderson was a senior accountant at KPMG LLP in their financial services group. She is a member of the American Institute of Public Accountants, the Illinois Certified Public Accountants and the Securities Industry and Financial Markets Association Regulatory Capital and Steering Committee. Henderson received a Bachelor of Science in Accounting from Hampton University. She holds Series 27 and 28 FINRA licenses. She is a Certified Public Accountant and holds the Chartered Global Management Accountant designation.

Saul Henry, CFA is Vice President and Investment Director at Wellington Management Company. In this role, he works closely with the Asset Allocation Strategies Group to help ensure the integrity of the investment approaches by providing oversight of portfolio positioning, performance, and risk exposures as well as conducting analysis to inform the investment process. He meets with clients, prospects, and consultants to communicate our investment philosophy, strategy, positioning, and performance. Prior to joining Wellington Management in 2013, Henry was the co-head of Multi-Asset Research at State Street Global Markets, in both Boston (2006 – 2013) and London (2004 – 2006). Earlier in his career, he worked as an economist and strategist at UBS Investment Bank (1997 – 2004) and an economist at the Bank of England (1993 – 1997). Henry earned his M.Sc. in economics and finance from Birkbeck College, London, and his B.Sc. in economics and statistics from Exeter University.

Kenneth R. Holley, CFA, is the chief investment officer of Herndon Capital Management (HCM) and the portfolio manager for HCM’s Large Cap International Equity product. Before coming to HCM, Holley spent more than eight years at Morgan Stanley Asset Management. There he managed both fixed-income and international equity portfolios. He also served on MSAM’s Asset Allocation Committee which determined investment policies for the company. Prior to that Holley spent almost three years at the African Development Bank in the Ivory Coast as the Senior Finance Officer managing the Bank’s bond portfolios in various currencies. Before he joined the ADB, Holly managed the portfolios at Ward & Associates Asset Management, a fixed-income asset management firm in Atlanta. Holley began his career in finance as a fixed-income salesman at Salomon Brothers in 1986. Holley received a B.S. in Engineering from the University of Pennsylvania and an M.B.A. from Wharton.

Ronald A. Homer, Managing Director, Institutional Portfolio Manager, leads RBC Global Asset Management’s impact investing effort. Homer is responsible for servicing the firm’s impact investing clients and ensuring that investment solutions are implemented based on each client’s customized impact requirements. Homer’s background and extensive experience in community investing enables him to identify a broad range of impact investment solutions for clients. Before joining RBC GAM-US, Homer was co-founder and chief executive officer of Access Capital Strategies LLC, an investment adviser specializing in community investments that was acquired by RBC GAM-US in 2008. Homer is vice chair and a founding board member for the Initiative for a Competitive Inner City and has chaired the board of Massachusetts Housing since 2009. He earned a B.A. from the University of Notre Dame, an M.B.A. from the University of Rochester, and holds FINRA Series 7 and 63 licenses.

15

Facilitators | Instructors | Moderators | Panelists

Sandra Hurse is a Global Staffing and Human Resources executive for Global Banking & Markets (GBAM) at Bank of America. In this role, Hurse is responsible for all hiring-related activity and junior talent development across GBAM. Hurse joined Bank of America in 2013 and has been in the financial services industry for over 15 years. Prior to her current role, Hurse was Global Co-head of Campus Recruiting at Goldman Sachs where she worked for eight years. She has also spent time with JP Morgan, Time Warner, and Citigroup in various HR, marketing and finance roles. Hurse graduated from Baruch College with a B.B.A. in Finance and holds an M.B.A. from the Ross School of Business. Hurse is on the board of the Forte Foundation where she serves as a member of the Finance Committee.

Kim Jenson has over 30 years of financial services industry experience and is Managing Director and Chicago Complex Director for UBS Wealth Management Americas. Her previous roles at UBS include Complex Director, Chief of Staff for the CEO and Head of WM Communication, and Midwest Regional Director. Before joining UBS Jenson was a regional director with Piper Jaffray, Inc., and VP of corporate cash management, Norwest Bank (now, Wells Fargo). She has led “Leading for Growth” programs for UBS managers throughout the world. She attended The Fuqua School of Business Executive Education Advanced Management Program at Duke University and the Securities Industry Institute at the Wharton School, University of Pennsylvania. Jenson graduated from Minnesota State University with a degree in marketing and management; holds FINRA Series 3, 7, 9, 10 and 66 licenses; and is a Certified Cash Manager. In 2013, Jenson was awarded with the Edward J. Connolly Leadership Award from UBS.

Angela A. Jones is a senior client account manager in the institutional client service group and acts as a key liaison for UBS clients and appropriate business groups. In this role, she is responsible for maintaining client portfolios in accordance with investment guidelines and strategy and also prepares and presents investment reviews. Additionally, she assists Client Advisors with their business development efforts and is also a resource to other client account managers. Prior to joining UBS in 1998, Jones was a senior client administrator/team leader at ABN/AMRO within the Asset Management Group. Jones was also a team leader responsible for the day-to-day management of the client administrators, as well as oversight of the day-to-day functions and the integrity of data in the portfolio accounting system and client account data reporting.

Odis Jones is chief executive officer of the Public Lighting Authority of Detroit. A Detroit native, Jones has more than 20 years of experience in managing urban initiatives in cities across the U.S. Before joining the Public Lighting Authority, Jones was the Economic Development Director for the City of Cincinnati. He has also served as the Director of Urban and Site Development for the New Jersey Economic Development Authority and as President of the Columbus Urban Growth Corporation. Additionally, Jones has served as City Administrator for several Midwestern cities with duties that included managing city utilities.

Stephen Kaboyo is currently Chairman of Uganda Telecom and Managing Director of Alpha Capital Partners, an indigenous Ugandan firm focusing on sovereign asset management, foreign exchange trading strategies and financial markets advisory. Previously Kaboyo was the Director Financial Markets at Bank of Uganda. After graduating from college in the United States, he returned to Uganda under the World Bank program of returning Ugandan professionals. Kaboyo is a pioneer of the Capital Markets industry in Uganda having been responsible for setting up the initial regulatory structures that eventually gave creation to the Capital Markets Authority. Kaboyo is on the IMF roster as an Intermittent Expert and led a number of international missions in the frontier markets of Sierra Leone, Nigeria, Ghana, Gambia, Lesotho, Rwanda, Malawi and Zambia assisting in developing their financial systems. Kaboyo holds a number of certificates from prestigious institutions and is a graduate of McPherson College in Kansas.

Katano Kasaine has served as the City of Oakland’s Treasurer since 2004. With over 20 years of service in government, Kasaine has a wide breadth of experience in areas including finance and budget, human resources and employee relations. As Treasurer, she is responsible for management of cash and investments for the City, Port of Oakland, and Redevelopment Successor Agency; debt issuance and administration; all city-wide payrolls; and the City’s three retirement plans. Kasaine has managed the City’s debt program since 1996 including over 130 financings and a current portfolio of over $1.4 billion. Her financing experience includes a variety of credits and structures such as general obligation, special assessment, enterprise revenue, certificates of participation, lease revenue, multi-family housing revenue, tax allocation and ARRA bonds. Under her guidance, the City has successfully maintained strong credit ratings through the challenging times resulting from the global recession.

Nancy L. Kazdan is the Founder and CEO of Market Share International. Kazdan’s firm has provided over two decades of investment marketing consulting and metrics based sales coaching. Here she aims to help institutional clients build stronger investor relationships and raise assets under management. Organizations benefitting from her strategies include Deutsche Asset Management, Credit Suisse and Russell Investments, as well as small and emerging managers. Kazdan helps her clients influence target investors at each stage of the allocation process; from first contact, through due diligence, to finals presentations. IQ+EQ = AUM™ (Intelligence Quotient + Emotional Quotient = Increased Assets Under Management) is the overarching philosophy Kazdan incorporates into every client relationship. Kazdan received her B.Sc. from the University of California. She is a frequent presenter and panelist at industry forums and conferences.

16

Michael Kennedy was appointed by President Obama to serve as chairman of the Federal Retirement Thrift Investment Board, the largest pension fund in the country, and was confirmed by the U.S. Senate. He is also a Senior Client Partner in the Atlanta office of Korn Ferry and a member of the firm’s Global Financial Services Market. He has conducted senior level searches in a wide array of pension funds and, in fact, developed and leads the public pension fund sector. Kennedy served as a board of trustees member on the Georgia Employees Retirement System Pension Fund from 1999 to 2013, chairing the board from 2000 to 2005, and chairing the Investment Committee from 2010 to 2013. Kennedy earned his M.B.A. from the Harvard Business School and a B.A. in history and political science (highest honors) from the University of North Carolina at Chapel Hill.

Walter Knorr was appointed as Vice President/Chief Financial Officer and Comptroller for the University of Illinois in January 2007. He has management oversight and responsibility for all financial functions and oversees all revenues, costs, capital expenditures, investments and debt. He also serves as treasurer of the University of Illinois Foundation and as an ex officio member of the University of Illinois Alumni Association board of directors. Knorr served the City of Chicago from 1982 to 2002. He worked for two years with Citigroup Capital Markets from 2002-2004 and returned to the public sector as comptroller of Cook County. His other private-sector employment included the Northern Trust Bank, where he was a vice president for public finance, and Arthur Young & Co., where he was an auditor specializing in taxation and governmental financial reporting. Knorr received a bachelor of arts degree in business, with honors, in 1971 from Wittenberg University in Springfield, OH.

Patricia Koetzner is Managing Director Head of Equity Sales and Trading for Siebert Brandford Shank & Co. Koetzner has served in various capacities in the securities industry for now over 22 years, most recently including her role as Managing Director/Head of Equity Sales & Trading at CastleOak Securities, L.P. Prior to that, Koetzner served as vice president of Barclays Capital for seven years where she covered cash accounts and repurchased shares for corporations, before becoming a member of its electronic trading group. For the first decade of her career, she was a NASDAQ market maker for firms including Neuberger Berman, LLC, Gruntal & Co. and Dominick & Dominick, Inc. Koetzner holds Series 7, 63, 55, 24 and 3 licenses.

Koby Koomson is former Ghanaian Ambassador to the United States with concurrent accreditation to Mexico, Costa Rica and The Bahamas and is founder of The Koomson Group. During his term as ambassador, U.S. investments in Ghana climbed from $67 million to over $500 million. Koomson assisted in the passage of the African Growth and Opportunity Act signed into U.S. law by President Clinton. He arranged a visit by Clinton to Ghana – the first time a sitting U.S. president visited the country. Previously he was the President and CEO of Koomson Financial, a tax accounting and management consulting firm in Los Angeles. Koomson has worked for Fortune 500 companies including Transamerica and California Federal Bank. He has served on the board of several organizations including the Ghana Development Fund and the Los Angeles Mayor’s Office of Economic Development. Koomson received his B.S. in Accounting and Management from the University of Arkansas.

Tiemoko Meyliet Koné, a veteran of The Central Bank of West African States (BCEAO), has worked as an associate of Alassane Ouattara, when he was governor of the central bank. An economist by training, Koné was competitively recruited after graduate school, and has spent most of his career at the BCEAO. Previous positions include, Deputy National Director of the BCEAO for Côte d’Ivoire and Central Director of program and financial operations at BCEAO headquarters in Dakar. He was also the National Director of the BCEAO for Côte d’Ivoire and the International Monetary Fund Deputy Governor from 1991 to 1998. From 2007-2010, Koné successively served as the Minister of Construction, Urbanization and Housing, and finally, since December 2010, has served as the Special Advisor to the President of the Republic, in charge of Economic and Monetary Affairs.

Diane Krieman has 25 years of talent management and organization development experience including ten years focused on Diversity and Inclusion. Krieman joined Allstate in Northbrook, IL over three years ago as an Inclusive Diversity Senior Manager. In this role she partners to develop and implement Allstate’s Inclusive Diversity strategy, and she leads the Inclusive Diversity measurement and education strategies and programs. Krieman is also the President of Allstate’s Women’s Business Resource Group. Prior to joining Allstate, she was a Senior Talent and Emerging Workforce Consultant at AonHewitt and also an HR generalist at AT&T. Krieman has her B.A. in Psychology from the University of Delaware and her M.S. in Organizational Psychology from Stevens Institute of Technology.

Heather Lennox has played a leading role in Jones Day’s representations of debtors and potential debtors, creditors’ committees, prepetition secured lenders, bank groups, DIP lenders, credit card processors, and other significant creditors in many of the nation’s largest corporate and municipal restructurings. She has substantial experience counseling clients in fraudulent conveyance, illegal dividend, fiduciary duty, piercing the corporate veil, and mass tort issues in bankruptcy. She has represented entities in the structuring and consummation of spin-offs, distressed sales and acquisitions, ring-fencing transactions, and other out-of-court restructuring transactions. Lennox has coauthored bankruptcy-related articles and is listed in the Guide to the World’s Leading Insolvency and Restructuring Lawyers. She is a member of the American Bankruptcy Institute, the Cleveland Metropolitan Bar Association, and the New York City Bar Association. Lennox is a graduate of John Carroll University (B.A. summa cum laude) and Georgetown University (J.D. cum laude).

17

Facilitators | Instructors | Moderators | Panelists

Jeffrey Lipton is a Managing Director and directs Oppenheimer’s Municipal Research and Strategy effort. Central to his role is to assess the strategic implications of federal and state governmental policy on the municipal securities market and to develop trade ideas with respect to portfolio construction, relative value and credit. Previously, Lipton spent 14 years as Director of Municipal Research at two buy-side, investment management firms and worked for a major insurance company as a Senior Municipal Analyst in the investment division. Lipton began his career at Dean Witter Reynolds and then moved on to PaineWebber where his primary responsibility was to provide in-depth municipal credit analysis for use in managing capital exposure, through underwriting and trading and in determining the suitability of securities for retail and institutional accounts. Lipton holds a B.S. in Business Administration with a concentration in Finance from the University of Delaware. Lipton holds Series 7, 63 and 52 designations.

Irwin C. Loud, III, chief investment officer and managing director, oversees the development of Muller & Monroe’s private equity investment programs and serves on the investment committee. A private equity innovator, Irwin was named by Pensions and Investments in 1998 as one of “25 to Watch” over the next 25 years. Previously, he was Senior Portfolio Manager for the Florida State Board of Administration (FSBA), which manages the state’s $110B pension fund. Loud played a prominent role in launching the industry’s first partnership focused on private equity co-investments. He also was the architect of the formal structuring and growth of the portfolio to $3.2B in commitments. Loud began his career at Chase Manhattan Bank, N.A., New York. He is a member of NASP and is on the investment committee of the $18B United Methodist Church Pension Fund. He received his B.S. (summa cum laude) and M.B.A. degrees from Florida A&M University, School of Business & Industry.

Shawn Lytle was named president of Delaware Management Holdings, Inc. (Delaware Investments) in June 2015. Prior to joining the firm, he was regional head of Americas at UBS Global Asset Management from April 2010 to May 2015. Lytle joined UBS in November 2002 in London as a global equities portfolio manager. He then was co-head of the firm’s global equities team from December 2005 to December 2007. From January 2008 to September 2010, Lytle was deputy global head of equities. Before UBS, he worked at JPMorgan Asset Management for ten years in a variety of roles, including global equities portfolio manager. Lytle was also part of the initial sales team establishing the firm’s external U.S. mutual funds business. He earned a bachelor’s degree in marketing from The McDonough School of Business at Georgetown University. Lytle serves on the board of directors of National Association of Securities Professionals (NASP).

James P. Maloney is a trustee of the $4 billion Chicago Policemen’s Annuity & Benefit Fund and serves as chairman of the fund’s investment committee. Maloney, an elected member of the Board since December 2005, representing Lieutenants, Captains, and sworn exempts, is also a lieutenant with the Chicago Police Department. Maloney earned masters degrees in Business Administration and Public Administration from the Illinois Institute of Technology.

Alvin Marley, CFA, joined Lombardia Capital Partners in October 2005 and he is a Partner, CEO and Senior Portfolio Manager for the Small Cap Value Portfolio. Previously, he was a Managing Director and head of small cap equity investments at UBS (1997-2004). Prior to UBS, Marley was a partner and the Small Cap Portfolio Manager for Brinson Partners, Inc. (1989-1997) and a Vice President and Senior Investment Analyst at First Chicago Corporation (1973-1989). Marley is a graduate of Tennessee State University with a B.S. in Mathematics (1968). He received his M.B.A. from Indiana University (1973). He also served in the United States Air Force as a captain and mathematician (1968-1971).

Robert A. Martin, CPA, is a Fixed Income Capability Manager and has been with the firm since June 2014. He is responsible for bridging the firm’s investment capabilities with our various distribution channels. As part of this role, Martin develops, manages, and services client relationships and directly works with portfolio management teams across fixed income strategies. Prior to joining UBS in 2014, Martin was a consultant in financial services management consulting at KPMG. His previous experience includes working at JPMorgan Chase in its interest rate derivative sales group. Martin earned his B.S. from Boston College.

Roxanne M. Martino is Chief Executive Officer of Aurora Investment Management L.L.C. For over 27 years Aurora has provided hedge fund portfolio solutions to institutional and individual investors. A recognized leader in her field, Martino serves on many civic, professional, community and philanthropic boards, including Co-Chairperson of the Chicago Booth School of Business, and past Chairperson of the Mendoza College of Business of the University of Notre Dame. She served three terms as a Director of The Investment Analysts Society of Chicago. She began her career as an auditor at Coopers & Lybrand where she was focused on the commodities and securities area. She then spent over six years at Grosvenor Capital Management, where she was a general partner. Martino received a Bachelor of Business Administration from The University of Notre Dame in 1977 and a Masters of Business Administration from The University of Chicago in 1988.

18

Susan Mashibe is founder and executive director of VIA Aviation, an international fixed-base aircraft services operation and the first company of its kind in Tanzania. Mashibe is the first woman in Tanzania to hold both a FAA certified commercial pilot and an aircraft maintenance engineering qualification. VIA Aviation provides logistical support for corporate, diplomatic and private jets. VIA was the first company to offer such services in Tanzania and East Africa as a whole; clients include heads of state, monarchs, Fortune 500 executives, celebrities, and military flights. Mashibe was honored by the World Economic Forum as a Young Global Leader and was an Archbishop Tutu Fellow. Mashibe is a Director of Universal Africa Logistic Ltd dba Kilimanjaro Aviation Logistic Center. She is a Tanzania Country Chair for Global Dignity and the Africa Regional Lead for the National Business Aviation Association. Mashibe holds a degree from Western Michigan University.

Anne N. Mathias is a Managing Director and Guggenheim Investments’ Senior Macro Strategist. Building on her 20 years of experience in global investment strategy, she works closely with the firm’s Global Chief Investment Officer to formulate and communicate Guggenheim’s macro view to institutional clients, financial advisors, and internal constituents and to support the firm as a leader in capital markets & economic insight. She is a member of the firm’s Portfolio Construction group, and with support from a team of economists, strategists and analysts, she is a key resource in translating the high-level views of the firm for Guggenheim’s Portfolio Managers and investment staff. She also speaks regularly to the media, appearing on Bloomberg TV, CNBC, CNN and others. Prior to this role, Mathias was the Head of Guggenheim Investments’ Macro/Strategy Research Team and before that, the Director of Research for Guggenheim Securities’ Washington Research Group.

Obie McKenzie, Managing Director, is a member of the U.S. and Canada Institutional team within BlackRock’s Institutional Client Business. He is responsible for developing and maintaining relationships with institutional investors, including public and private pension plans. McKenzie’s service with the firm dates back to 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, he was a managing director for Public Funds Marketing. Prior to joining MLIM, McKenzie served as a managing director for UBS Asset Management and as an executive director with UBS Brinson in New York. He is President Emeritus of the Association of Investment Management Sales Executives (AIMSE) as well as a founding member of the National Association of Securities Professionals (NASP) and a founding board member of the Robert A. Toigo Foundation. McKenzie earned a B.S. degree from Tennessee State University and an M.B.A. degree in finance from Harvard Graduate School of Business.

Adam Mitchell, Senior Vice President at Lazard Asset Management LLC (New York), is a portfolio manager/analyst for all capital structure and convertibles-based strategies. Prior to joining Lazard in 2013, Mitchell was a Director at Wells Fargo Securities on the Convertible Securities Desk specializing in Hedge Fund coverage. Prior to that, he was a Vice President at both JPMorgan and Goldman Sachs specializing in Hedge Fund coverage within the convertible securities space. Mitchell began working in the investment field in 2000. He has a M.A. from Princeton University and a B.A. with Honors from Rutgers College. He holds FINRA Series 7 and 63 licenses.

Terry Moore, CFA, is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc., and is a portfolio specialist in the Fixed Income Division. He is a member of the Global Multi-Sector, Global Unconstrained, and Customized Fixed Income Solutions teams, working closely with clients, consultants, and prospects. Prior to joining the firm in 2009, Moore was a portfolio manager and principal with Smith Breeden Associates, where he managed a variety of fixed income portfolios with a focus on residential mortgage-backed securities. He also worked as an associate at Goldman Sachs & Co. trading asset-backed securities. Moore earned a B.A. in economics and political science from the University of North Carolina at Chapel Hill and an M.B.A. from Duke University, The Fuqua School of Business, where he was a Fuqua Scholar.

Stephen Mulema, CFA, is a Director in the Financial Markets Department at the Central Bank of Uganda. Prior to his role at the Central Bank of Uganda, Mulema spent over five years at the African Development Bank in the Treasury Department. Mulema was a Capital Market Analyst at the Bond Exchange of South Africa and was a Fixed Income Research Analyst at Africa Growth Advisors/African Alliance. He spent the beginning of his career previously at the Bank of Uganda as a Financial Market Analyst in the Domestic Financial Markets division. Mulema received his MSC Economics, Public Policy at The University of Hull, his Bachelor of Commerce Degree at Makerere University and Advanced Level Certificate in Mathematics, Economics and Geography at St. Mary’s College Kisubi.

Philip Mutooni is a seasoned private equity professional with experience in all aspects of the investing and portfolio management process for GE Asset Management. Mutooni has had broad responsibilities from deal sourcing and execution, to monitoring of direct deals, co-investments and fund investments for the Investment Management group at GE Asset Management (GEAM) and is currently, leading GEAM’s Africa Private Equity strategy. In addition to LP experience, Mutooni has a role as a GP through two third party-money institutional investor funds, where in addition to investing, areas of responsibility and leadership include, fund marketing, portfolio FX hedging, and investor relations. Prior to GE, Mutooni was a research analyst at Credit Suisse, and also spent over four years in high tech at technology start-ups.

Lesley Nettles is a member of Fairview Capital’s investment team. Prior to joining Fairview in 2006, Nettles held business development positions within two of Bank of America’s asset management subsidiaries. Most recently, Nettles was a Director for Columbia Management Group where she developed the firm’s national Public Fund business strategy. Previously, Nettles served as a vice president at Progress Investment Management Company where she primarily focused on the Western Region of the U.S. with a secondary focus on select plan sponsors across the nation. Nettles also served as vice president at Lend Lease Real Estate Investment, Inc. and Chase Asset Management where she worked directly with senior management to design and execute a global business development plan. Nettles holds a B.A. from University of California at Berkeley. She holds a Real Estate Certification from Georgia State/Lend Lease University and has passed the Series 7 and Series 63 NASD exams.

19

Facilitators | Instructors | Moderators | Panelists

Monique Nsanzabaganwa, Ph.D., is Vice Governor of the National Bank of Rwanda, and former Minister of Trade and Industry and Minister of State for Economic Planning. Nsanzabaganwa holds a Ph.D. and a cum laude Masters in Economics from Stellenbosch University, South Africa. She is a Fellow of the Harvard University John F. Kennedy School of Government’s Executive Education in Public Financial Management, a Fellow of the Africa Leadership Initiative East Africa and the Aspen Global Leadership Network, and a member of the African Leaders Network. Dr. Nsanzabaganwa sits on many Boards including the African Advisory Council of Women’s World Banking, a global nonprofit organization that promotes banking solutions for low-income women, and New Faces New Voices Rwanda Chapter for which she is the Chairperson. NFNV is a Pan-African movement that aims at empowering women in finance.

Bex Nwawudu is a Managing Partner of CBO Capital Partners which is an Advisory and Private Equity Investment fund manager headquartered in Lagos, Nigeria. Nwawudu has two decades of experience in private equity, investment banking, proprietary trading, and principal investing, and has in the last 3 years closed over $200 million worth of transactions and invested over $60 million in African investments. Previously, he was Senior Vice President, Head of Fixed Income at First City Monument Bank; a Broker at Cantor Fitzgerald, Senior Manager at Daiwa Securities SMBC; and a Trader on the Convertible Bond Desk at ING Investment Banking. Nwawudu received his B.A. in Economics from the University of Cambridge and his M.B.A. from London Business School.

Kweku Obed, CFA, CAIA, is a senior consultant and senior vice president for Marquette Associates. He is actively involved in the daily management and administration of client relationship; he has s more than 16 years of investment experience and is the co-chair of the firm’s defined contribution services group. Obed joined Marquette from Mercer Investment Consulting, where he served as a principal and senior investment consultant in their Chicago office. Obed holds a B.S. with honors in economics from Queen Mary College, University of London, and a M.S. in development economics from SOAS, University of London. He is a recipient of the Bernard Corry Prize in Economics. He is a member of the board of trustees for the La Rabida Children’s Hospital and a recipient of the Harlem YMCA 2013 Black Achievers in Industry award for corporate and community leadership. Obed is also a member of the Economic Club of Chicago and sits on the investment committee for the Plan Sponsor Council of America (PSCA).

Kate Oddo is the Director, Debt Capital Markets at Toyota Motor Credit Corporation (TMCC), the finance and insurance arm for Toyota in the United States. In this role, she is responsible for TMCC’s term funding programs, including global unsecured debt issuance and asset backed securitizations. Oddo joined TMCC in 2006 as part of the Treasury team. Throughout her tenure, she has primarily focused on term funding, helping to develop and expand both unsecured and secured platforms. She has been responsible for creating new markets to diversify TMCC’s funding, including developing the industry’s first Diversity & Inclusion Bond in January 2013, which elevated five Diversity and minority-owned firms to lead underwriting roles. She has also expanded the company’s investor relations efforts and bank relationship management, broadening outreach with many diversity firms. Oddo received an M.B.A. from USC’s Marshall School of Business and a B.S. from the University of Richmond.

Arunma Oteh was Director General at the Securities and Exchange Commission, Nigeria from December 2009 to January 2015. Oteh served as the Vice President of Corporate Management & Corporate Services of African Development Bank (ADB). Previously at ADB she served as Director of Treasury Department, Bank Group Treasurer, and she has also held positions in treasury and lending. Oteh served as the ADB Group’s Treasurer for five years with overall responsibility for its fund raising and investments in major international capital markets and also worked in ADB as Division Manager Investments and Trading Room as well as Senior Investment Officer/Senior Capital Markets Officer. She serves as a Non-Executive Director of AMCON, Inc. She serves as a Member of Advisory Board at Africa investor Ltd. Oteh holds an M.B.A. from Harvard Business School honors degree in Computer Science from the University of Nigeria.

Peter Palandjian, chairman and chief executive officer of Intercontinental Real Estate Corporation, oversees the affiliated Intercontinental operating companies, with primary responsibility for strategic planning and direction of all company activities. Palandjian holds memberships with the Pension Real Estate Association (PREA) and the National Association of Real Estate Investment Managers (NAREIM). Palandjian has also been active on a number boards including: the Board of Overseers of the Boston Symphony Orchestra; Board of Overseers for the Boys & Girls Clubs of Boston; Dana Farber Cancer Institute; the International Tennis Hall of Fame; American Friends of the Yitzhak Rabin Center; the New England Chapter of the National Association of Industrial and Office Properties (NAIOP); O’Neill and Associates; Leader Bank; Town of Belmont (MA) Board of Retirement; and the Taubman Center at Harvard’s Kennedy School of Government. Palandjian earned his B.A. from Harvard University and his M.B.A. from the Harvard Business School.

Edward Pallesen is head of Goldman Sachs Infrastructure Investment Group (IIG) for the Americas. Prior to joining IIG in 2012, he worked in the Principal Investment Area within MBD. He joined Goldman Sachs in 1999 and became a managing director in 2007. He serves on the Boards of Directors of Autopistas Metropolitanas de Puerto Rico, Del Taco, Red de Carreteras de Occidente and Vertical Bridge. Pallesen received a B.A. from Harvard University and a J.D. from Harvard Law School. He also received an MPhil and a DPhil from Oxford University, where he was a Rhodes Scholar.

20

Rebecca Perry-Glickstein is a Director with PFM. She joined the firm in May 2009 as a Senior Managing Consultant in the Philadelphia office and has 23 years’ experience in the municipal finance industry as a financial advisor and investment banker. Perry-Glickstein has significant experience capital planning, documentation development, debt issuance execution, and interacting with rating agencies, credit enhancement/liquidly providers and other market analysts. She has worked extensively on revenue bond transactions as well as general obligation and appropriation-back lease transactions. Prior to joining PFM, Perry-Glickstein was a Senior Managing Director at an independent financial advisory firm for eleven years having spent a decade as a public finance banker at a national investment banking firm.

Vita Marie Pike is Portfolio Manager, Opportunistic Strategies at GE Asset Management, responsible for tactical asset allocation for both the GE pension plan and internally-managed mandates. Previously, she was SVP and Chief Investment Officer for GEAM’s high yield, emerging market debt and bank loan funds. Prior to joining GEAM in 2001, Pike was with Alliance Capital for nearly ten years serving in a number of different capacities. In 1992, she originated the research team at Alliance and was directly responsible for developing and implementing the firm’s credit processes and procedures. She subsequently served as a portfolio manager and developed and managed the offshore mutual fund business before joining the CBO team. Earlier in her career, she held investment roles with Huff Asset Management and First Fidelity Bank. Pike holds a B.A. in Political Science from Drew University and an M.B.A. in Finance from Rutgers’ Executive Program.

Bobby Pittman is the Managing Partner at Kupanda Capital, a boutique investment platform focused on Africa. From 2009 to 2012 he was Vice President of Infrastructure, Private Sector and Regional Integration at the African Development Bank. There he managed one of the largest portfolios in Africa, including over $25 billion in active projects across 52 African countries. Pittman previously held senior positions in the U.S. government, including the National Security Council, Treasury Department, State Department and White House. From 2006 to 2009, he served as the Special Assistant to the President and Senior Director for African Affairs in the White House, acting as the President’s lead advisor on Africa. Africa Asset Management magazine named him to the ‘Power 50’ list of industry leaders shaping investment trends in Africa. He was also named one of the Institute of International Finance’s ‘Future Leaders’, a group of 50 rising stars in finance.

Jessica N. Portis, CFA, is a Senior Vice President and lead consultant, and also serves as Director of Summit’s Consulting group. Serving in the capacity of Senior Consultant, Portis is responsible for all aspects of consulting service delivery including: asset allocation and modeling, investment policy development, investment program implementation, manager and custody searches, and performance monitoring. Her clients include public funds, corporations, hospitals, and nonprofits. Portis joined Summit in 2000, and prior to her transition to consultant, served as a valued member of the firm’s Manager Research group, where she was responsible for conducting manager due diligence and all aspects of manager search/research for both domestic and international equity asset classes. She received her B.S. in Accounting from the University of Missouri-St. Louis, and she is a member of the CFA Institute and the CFA Society of St. Louis.

Richard Ravitch is a lawyer who for several years worked in his family’s business, HRH Construction, developing Waterside Plaza and Manhattan Plaza. He was the lieutenant governor of New York, under Gov. David A. Paterson, and served in numerous government-appointed positions, including the New York State Urban Development Corporation and the Metropolitan Transportation Authority, both of which he led as chairman. In 2012 Ravitch co-chaired (with Paul Volcker) the “State Budget Crisis Task Force” which reviewed the fiscal strength of six U.S. states. Most recently Ravitch has served as advisor to Judge Gerald Rosen in connection with Detroit’s bankruptcy and now serves as an senior financial advisor to that City’s outside Financial Review Commission. Ravitch is a graduate of Columbia College and has an L.L.B. from Yale University School of Law.

Jay C. Rehak, a 25-year veteran Chicago Public school educator, is an English teacher at Whitney M. Young Magnet High School. Rehak serves as President of the Board of Trustees of the Chicago Teachers’ Pension Fund, and is a member of the Trustee Leadership Forum for Retirement Security (an Initiative for Responsible Investment at Harvard University). Elected to the board in 2009 and reelected in 2012, Rehak has chaired the communications committee and is a member of the investment committee. He has served as president since 2011. The $10.9 billion Chicago Teachers’ Pension Fund serves approximately 63,000 active and retired educators, and provides pension and health insurance benefits to more than 27,700 beneficiaries.

Whitney Reid, CFA is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc., and a portfolio specialist in the U.S. Fixed Income Division. He works as a proxy for fixed income portfolio managers with clients, consultants, and prospects. He supports the firm’s Stable Value, U.S. Short Duration, and U.S. Investment-Grade Corporate Strategies. Prior to joining the firm in 2011, he was director of research at Sturdivant & Co. Preceding this, he was a fixed income credit analyst and fixed income product manager at Delaware Investments. Reid’s background includes time spent on the plan sponsor side working first as a senior investment officer for the City of Philadelphia Municipal Employees Retirement System and then as treasurer for the City of Philadelphia. He was also a member of the United States Army, rising to the rank of captain. Reid earned an M.S. in business administration from Boston University and a B.S. in electrical engineering from Lehigh University.

Jane Hudson Ridley is a senior director in the local government group at Standard & Poor’s. She is also the analytical manager and team leader for the 25 analysts that cover issuers in the Midwest. Based in the Chicago office, Ridley manages the group and analyzes and evaluates municipal credits across the Midwest, including cities, counties and school districts. She has been on the rating team for Detroit and Wayne County 2002, and is currently the primary analyst on both credits. Prior to joining Standard & Poor’s in 2001, Ridley was a Vice President in the municipal finance department at Banc of America Securities, and also worked in municipal securities at PaineWebber.

21

Facilitators | Instructors | Moderators | Panelists

Stephanie J. Roberts is a Partner with Garcia Hamilton & Associates, a fixed income investment management firm in Houston, TX. She joined the firm in 2000 as an equity trader and has also served as an investment analyst. Currently, she focuses on client service and new business development. Roberts started her career with the Federal Deposit Insurance Corporation where she held several positions, including Claims Specialist. She also worked as a Paraplanner for Ameriprise Financial. Roberts earned a B.A. in Finance from Texas Southern University. She was instrumental in organizing the Texas chapter of NASP and presently serves as the chapter’s Treasurer.

John W. Rogers, Jr. is chairman and chief executive officer of Ariel Investments. Rogers’ passion for investing began at age 12, when his father bought him stocks as Christmas and birthday gifts. His interest in equities grew while at Princeton University, where he received an A.B. in economics. Rogers began his career as a stockbroker for William Blair. In 1983, he founded Ariel Investments to employ a patient, value strategy in small and medium-size companies. Rogers serves on the boards of Exelon and McDonald’s, and is a trustee to the University of Chicago. Nationally, Rogers is a member of the American Academy of Arts and Sciences, and a director of the Robert F. Kennedy Center for Justice and Human Rights. In 2008, he received Princeton’s highest honor, the Woodrow Wilson Award. Following the election of President Barack Obama, Rogers served as co-chair for the Presidential Inaugural Committee 2009. Today, he chairs the President’s Advisory Council on Financial Capability for Young Americans.

Judge Gerald E. Rosen was nominated by President George Bush to the U. S. District Court for the Eastern District of Michigan in November, 1989 and was invested in March 1990. Judge Rosen became Chief Judge of the Court January 1, 2009. Prior to taking the Bench, Rosen was a Senior Partner in the law firm of Miller, Canfield, Paddock and Stone. Rosen began his professional career in Washington, D.C. as a Legislative Assistant to United States Senator Robert P. Griffin of Michigan. Rosen earned his Juris Doctor from George Washington University Law School and his undergraduate degree from Kalamazoo College. During his tenure on the federal Bench, Chief Judge Rosen has had wide experience in facilitating settlements between parties in a great many cases, including highly complex and challenging Multi-District Litigation cases and class actions, and most recently as the Chief Judicial Mediator for the Detroit Bankruptcy case, the largest municipal bankruptcy in our nation’s history.

Shari E. Runner is the Senior Vice President for Strategy and Community Development at the Chicago Urban League. In this role she oversees operations in all programmatic areas, and works with the president and CEO to increase financial support to the Urban League and to establish short- and long-term strategic objectives. Runner’s career started in finance and trading with global money center financial institutions as a foreign exchange trader, traveling the world and progressing to senior management. With more than 25 years in operations and financial management she has also worked as an entrepreneur, management consultant, and community advocate. She is passionate about the importance of inspiring children and empowering African American lives. She received her M.B.A. from The University of Chicago Booth School of Business. Runner serves on the Board of Directors of Urban Gateways and as President of the Board of Directors of Bright Promises Foundation.

Perika J. Sampson is the Vice President and Regional Diversity Officer for Morgan Stanley Wealth Management’s Midwest Region. Her responsibilities include driving diversity strategy in three key areas, Talent, Brand and Business Development. Her region is comprised of Ohio, Michigan, Illinois, Indiana, Wisconsin, Minnesota, South Dakota and North Dakota. Previously she was the Managing Consultant at the National Diversity Council and Diversity Best Practices. Prior to her consulting career, Sampson had a 20 year career in financial services. She served as Vice President Marketing and Strategy in the Private Client Services division of Bank One. Additional corporate roles include positions as a founding member of two internet-based financial services companies and senior marketing positions at Charles Schwab & Co., Inc., and institutional investment firms in San Francisco. Sampson is an alumna of the University of California Los Angeles. She has written and published numerous articles on corporate diversity and inclusion.

Sumali Sanyal, CFA, is a co-founder of Piedmont Investment Advisors and serves as Chief Operating Officer and Portfolio Manager of Market Plus, Piedmont’s large cap enhanced index product. She also leads the quantitative team that is responsible for providing quantitative support to all of Piedmont’s investment products as well as research and development of new products. Previously, Sanyal managed Loomis Sayles’ Quantitative Research Department were she was responsible for providing quantitative support to Large Cap Value, Small Cap Value, and SMID products. Sanyal received her B.S. and M.S. in Economics from the University of Calcutta, India, and her M.B.A. in Finance and Management Information Systems from Oakland University in Michigan. She is a member of the Chicago Quantitative Alliance (CQA), the National Association of Securities Professionals (NASP), the Association of Asian American Investment Managers (AAAIM), 100 Women in Hedge Funds (100WHF), The Indus Entrepreneurs (TiE) and Beta Gamma Sigma.

Kamuzu Saunders, an executive director at J.P. Morgan Asset Management, is head of the client management team responsible for U.S. Equity behavioral finance based strategies. An employee since 2003, Saunders is responsible for communicating investment performance, outlook and strategy to institutional and retail clients throughout North America. He holds a B.S. in finance and an M.B.A. from Florida A&M University. He also holds Series 7 and 63 licenses.

22

Dekia Scott, CFA, is the Director of Public Market Investments in the Trust Finance group at Southern Company. This group oversees the company’s investment portfolios including the corporate pension plan of the parent company and its subsidiaries. Scott has specific oversight responsibility for the pension plan’s domestic equity and international equity portfolio allocations. Scott also oversees the investment assets of the Georgia Power Nuclear Decommissioning Trust, the Georgia Power VEBA Trusts and the Southern Company Charitable Foundation. Scott has a B.A. in Economics (cum laude) from Spelman College and an M.B.A. in Finance from the Goizueta Business School of Emory University. Scott is a member of the CFA Institute and the Atlanta Society of Finance and Investment Professionals. She currently serves on the Board of the Council on Alcohol and Drugs and on the Board of National Women in Pensions as Treasurer.

Thomas H. Seabron, Jr. is a Senior Vice President and Financial Advisor with Morgan Stanley. After completing his undergraduate education at the University of Michigan, Seabron played professionally with the San Francisco 49ers and the St. Louis Cardinals. Seabron offers serious investors 33 years of experience and expert financial guidance to help determine and meet investment objectives. A recipient of the “Citigroup Quarter Century Club” and “Smith Barney 30 Year Custom Crystal” Awards, in acknowledgment of his years of service to both companies, Seabron prides himself on possessing the exceptional ability to form dedicated client relationships.

Alfred D. Sharp is a Managing Director and member of Muller & Monroe Asset Management’s (M2) investment team. He shares responsibility for the development and oversight of M2’s private equity investment program with two of his colleagues. Sharpe also oversees Investments Client Services (ICS) where he is responsible for investments and client coverage for key relationships of the firm. Prior to joining M2, he created entrepreneurial ventures and held senior executive and consulting roles in start-up companies and turnaround situations. Sharpe served as a Vice President at Prudential Capital Group, where he invested in private debt and equity instruments of companies headquartered in the Midwest. He executed over 40 deals totaling approximately $2.0 billion. Sharpe received a B.A. degree with honors in Accounting from Morehouse College and an M.B.A. degree from the Harvard Graduate School of Business Administration. Sharpe is an Adjunct Lecturer of Finance at the Kellogg Graduate School of Management.

Patrick Silvestri is the Chief Investment Officer of Attucks Asset Management, LLC and is responsible for the strategic design, research and development of Attucks’ manager-of-emerging managers offerings. Silvestri has conducted research and analysis on investment managers for over 16 years and has performed due diligence and investment analysis on strategies in fixed income, public equities, and alternatives throughout his career. Much of his time has been dedicated to investing with emerging managers, where he focused on building customized multi-manager investment solutions for institutional clients. Prior to joining Attucks, Silvestri held senior positions at Mercer Investment Consulting, where he was responsible for large plans in the public, corporate, healthcare, foundations and endowments arena. Silvestri conducted asset/liability studies, portfolio structure analysis, manager selection and performance analysis for clients of many different types and sizes. Silvestri holds an M.B.A. from the Kellstadt Graduate School of Business at DePaul University.

Mike Simonton, CFA, was named Head of U.S. Corporate Ratings for Fitch in March 2104. He was previously Head of U.S. Leveraged Finance, responsible for the media & entertainment, retail, and gaming, leisure & lodging sector teams. Simonton originally joined Fitch in 1995. His early analytical assignments were in real estate related fields across Fitch’s structured finance, REITs and homebuilders groups. Simonton received a B.S. in finance from the University of Wyoming and an M.B.A. concentrating in management & strategy and finance from Northwestern University’s Kellogg School of Management. He is a member of the CFA Institute and the Investment Analysts Society of Chicago.

Floyd Simpson, CFA, joined FIS Group as a Product Specialist and possesses over a decade of investment management experience. In his current role, Simpson is responsible for the manager selection and due diligence of investment managers. Prior to joining FIS, Simpson worked with Northern Trust where he spent ten years in various investment and client servicing positions across their main business units. In his most recent role as an Associate Relationship Manager, he provided investment advice and strategic solutions to institutional clients. Simpson earned a B.A. in Business Administration from Truman State University (finance concentration) and an M.B.A. from DePaul University with a dual concentration in Financial Analysis and Strategy, Execution, and Valuation. He is a member of the CFA Society (Philadelphia and Chicago) and a Certified Financial Planner. Simpson serves as Secretary for the NASP Philadelphia chapter.

Kirk Sims, CFA, is an Investment Officer for the Teachers’ Retirement System of the State of Illinois (TRS). TRS is the largest public pension plan in the state of Illinois, with an investment portfolio of $45.3 billion. Sims has oversight and management responsibility of TRS’s Emerging Manager Program, a $750 million evergreen pool of capital designed to identify and invest in emerging investment managers across all asset classes. Prior to joining TRS, Sims was employed by Prudential Retirement where he was responsible for a manager of managers retirement platform as well as an open architecture investment platform. He also has a background in asset management and has held various positions with both large and small asset managers. Sims holds a M.B.A. from the Columbia University Graduate School of Business. He received a Bachelor of Business Administration from Howard University in Washington, D.C.

23

Facilitators | Instructors | Moderators | Panelists

Steven Singleton is Executive Vice President, Director of Equities at Blaylock Beal Van. Singleton brings over 30 years of experience developing fundamental, technical and quantitative models to understand the various factors that affect stock price and equity portfolio performance and is the creator of ELROI Research Analytics®. Previously, he spent over ten years in the Financial Information Service business with FactSet, IDC and Lotus One Source, selling and supporting services that provide analysis and manipulation of fundamental, expectation and pricing data. He is a General Securities Principal, Registered Representative, Registered Investment Advisor and Registered Research Analyst (FINRA Series 7, 24, 63, 65, 86, 87). He was Portfolio Manager with Woodford Capital Management running Large and MidCap Growth strategies. He earned a B.A. in Mathematics/Economics from Claremont McKenna College (formerly Claremont Men’s College).

Darrin Sokol is the Director of Lazard Asset Management’s Equity Trading group. Prior to joining Lazard in February 2001, Sokol was a Partner and Senior Equities Trader at Omega Advisors, Inc. He began working in the investment field in 1991.

Raman Srivastava, CFA is Deputy Chief Investment Officer and Managing Director of Global Fixed Income at Standish. In conjunction with the CIO, Srivastava is responsible for overseeing the management of all single and multi-sector active fixed income portfolios. As head of the Global Fixed Income team, Srivastava oversees all global and non-US fixed income strategies. Srivastava joined Standish in 2012 from Putnam Investments where he was Managing Director and Portfolio Manager for global fixed income, multi-sector fixed income and absolute return strategies. Srivastava earned a Master’s of Science in Computational Finance at Carnegie Mellon University and Bachelor of Mathematics from the University of Waterloo. Srivastava holds the CFA® designation and has over 17 years of investment experience.

Eric Stevenson is Vice President, Public Sector Markets for Nationwide Retirement Plans responsible for leading a sales organization that services 1.2 million public sector participants, $55 billion in assets and has more than 7,700 plans, including the State of New York, State of Maryland, and the Commonwealth of Kentucky. Stevenson has built a breadth of business experience over the past 25 years. He honed his marketing skills at Quaker Oats and Warner Lambert managing marketing and sales strategies for consumer packaged goods and over-the-counter products. In 2006, Stevenson moved into the financial services industry as a marketing leader for Nationwide Financial. As the vice president of retirement plans marketing, he led a team of marketers to develop and execute strategies for the Retirement Plans businesses. Stevenson earned his B.B.A. in Finance degree from the University of Oklahoma and his M.B.A. from Northwestern University Kellogg Graduate School of Management. He holds Series 6, 26 and 65 licenses.

Carla Pollard Stewart is Director, Human Resources for Aetna, Inc. In this role she is a strategic partner to senior executives in Enterprise Strategy, Law & Regulatory Affairs, Communications and the Aetna Foundation. She works with her business leaders to deliver HR strategies that align talent development and leadership, workforce planning, and organizational design initiatives to their business goals. Stewart joined Aetna in April 2010 in the Chicago office and has over 15 years of experience in the field of Human Resources Management having held senior positions at Ann Taylor Corporation, Avon Products, Inc., Allstate Insurance, C.N.A. Insurance and Northwestern Memorial Hospital. Stewart is passionate about giving back to her community and does so by mentoring young ladies in high school and college. She currently serves on the Board of Directors for D’Estee, Inc. Stewart earned her B.S. in Business Administration from Florida A&M University and her M.B.A. from the University of Georgia.

Gwelda Swilley-Burke is a senior vice president and senior consultant in Callan’s Atlanta Fund Sponsor Consulting office. Swilley-Burke has over twenty years of experience working with public defined benefit plans, corporate, Taft Hartley, endowments and foundations. At Callan, she is focused on advising institutional clients on asset allocation, manager selection, and performance monitoring. Prior to joining Callan, Swilley-Burke spent 12 years as a Managing Senior Consultant with an Atlanta-based regional investment consulting firm, focusing primarily on public funds. Over the last 20 years Swilley-Burke has worked with public, corporate, endowments and foundation clients and she has been involved in all aspects of consulting, including performance measurement, investment policy development, asset allocation and manager search and due diligence. Swilley-Burke earned an M.A. and B.A. in International Affairs with a concentration in Economics from Florida State University.

Miguel C. Thames, CFA, is a Managing Director with responsibility for developing and expanding Prudential Investment Management’s presence, relationships and business opportunities within Latin America and Africa. Previously, Thames was the Head of U.S. Sales and Global Consultant Relations at Prudential Fixed Income, responsible for Institutional sales and global consultant coverage. Prior to assuming that role, he was Head of Global Institutional Sales and Client Relations. Earlier, Thames was Head of Consultant Relations for four years, where he led a team responsible for advising the institutional consultant community about Prudential Fixed Income’s products and strategies. He also provided investment expertise as a portfolio advisor and product specialist within the institutional sales and marketing group for three years, managing external and internal investment relationships for both domestic and international clients. Thames earned his B.A. from the University of Pennsylvania and an M.B.A. from the University of Chicago.

24

Darrell Thomas is Vice President and Treasurer for Harley-Davidson, Inc. based in Milwaukee, Wisconsin and Harley-Davidson Financial Services, Inc., its wholly-owned finance subsidiary, headquartered in Chicago, Illinois. Thomas is Chair of its Retirement Plans Committee and Finance Committee. Darrell joined Harley-Davidson in June 2010. Prior to Harley-Davidson, Thomas was with PepsiCo, Inc. in Purchase, NY for almost seven years. Thomas served as its Vice President and Assistant Treasurer (Jan 2006 to May 2010), and Director Capital Markets (Nov 2003 to Jan 2006). While at PepsiCo Thomas was responsible for managing global pension assets of $9 billion. Prior to joining PepsiCo, Darrell had a 19-year career in banking. Thomas has an M.B.A. in Finance from The Wharton School and a B.A. degree in Economics from Tufts University.

Phillip Thomas is the former president and CEO of one of the oldest and most prominent African-American cultural institutions in the city of Chicago, eta Creative Arts Foundation. A son of eta, Thomas served as its development director from 1996 to 2000. Most recently, he was a Senior Program Officer of Community Development at the Chicago Community Trust. Prior to that, he served as a program officer at the Woods Fund of Chicago. Thomas received his Bachelor of Arts degree in Political from Morehouse College and Masters of Arts in Public Policy Studies from the University of Chicago.

Shundrawn A. Thomas serves as Executive Vice President, Head of Funds and Managed Accounts Group at Northern Trust. He principally oversees the development, management and distribution of Northern Funds, Northern Institutional Funds and FlexShares Exchange Traded Funds as well as related business activities. His broad executive responsibilities involve developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals. Thomas received a B.S. degree in accounting from Florida A&M University and an M.B.A. degree from the University of Chicago Booth School of Business. He has also completed executive education programs in corporate strategy at Chicago Booth School of Business and corporate governance at University of Notre Dame Mendoza School of Business. Thomas currently holds FINRA series 7, 63 and 24 securities licenses.

The Rev. Dr. Richard L. Tolliver has been an ordained Episcopal priest since 1971. In 1989 he became pastor of St. Edmund’s Episcopal Church in Chicago in1989. In 1990 he founded the St. Edmund’s Redevelopment Corporation (SERC), a not-for-profit community development corporation. The SERC has constructed/rehabbed 598 units of housing and one commercial space in 28 buildings. He is a board member for Beverly Bank and Trust Company; The Ravinia Festival; and St. Paul’s College. In 2008 City Council appointed him to the Chicago Development Fund Advisory Board. In 2011 Mayor-Elect Rahm Emanuel appointed him a member of his Transition on the Transportation and Infrastructure Committee. Tolliver is also a former Associate Country Director of the United States Peace Corps to the East African Country of Kenya and Country Director, the Islamic Republic of Mauritania. Tolliver has earned five university degrees, including a Ph.D. in Political Science from Howard University.

Dominique Jordan Turner is the President and CEO of the Chicago Scholars, a nonprofit organization that helps academically talented students from every high school in every Chicago neighborhood achieve college access and realize college to career success. Prior to joining Chicago Scholars in October 2013, Turner spent served in leadership roles for the Posse Foundation and the KIPP Foundation; two organizations seeking to prepare students in underserved communities for college and careers. Dominique began her career on the corporate side, as a management consultant at Deloitte. Additionally, Turner was a Peace Corps volunteer in the Republic of Panama. She is fluent in Spanish and holds a B.A. in Business Administration from Clark Atlanta University and an M.B.A. from Marquette University. She has been selected for several prestigious leadership programs including Chicago Urban League’s IMPACT Fellows Program, New York University’s Lead the Way Fellowship and the Broad Residency in Urban Education.

Monica L. Walker, CFA, is a founding partner of Holland Capital Management, a Chicago-based investment management firm with $4.5B in assets under management as of March 31, 2015 specializing in high quality, conservative growth investing. As Chief Executive Officer, she oversees the overall business and financial operations of the firm. With over 34 years of financial services experience, including 27 years of investment management experience, Walker also serves as Chief Investment Officer, responsible for implementation of the firm’s large cap growth and mid cap growth equity strategies. She has been a member of the firm’s equity team and Investment Policy Committee since the firm’s inception in 1991. Walker received a B.B.A. in accounting from the University of Texas at Arlington in 1980 and is a CPA licensed in Texas and Illinois. She is a board member of the Chicago Children’s Choir and a board member of Chicago United.

Carra Wallace, the first Chief Diversity Officer appointed by New York City Comptroller Scott M. Stringer, is responsible for delivering innovative solutions to increase contract opportunities for minorities and women across New York City’s agencies and the private sector. She also works with the Comptroller Stringer’s corporate governance team on supplier, workplace and board diversity initiatives; works on the Bureau of Asset Management’s Diverse and Emerging Manager strategies and leads the Comptroller’s M/WBE Advisory Council. Wallace previously served as Managing Director of the Office of Executive Initiatives at DASNY, New York State’s public finance and construction authority. During her tenure at DASNY, Wallace was awarded a Gubernatorial Citation from Governor David A. Paterson for Excellence in Leadership for her role in promoting fairness and equity in State procedures. Wallace earned a Bachelor’s Degree from Pepperdine University and a Master’s Degree in Public Administration from Columbia University.

25

Facilitators | Instructors | Moderators | Panelists

Thurman V. White, Jr., is Chief Executive Officer of Progress Investment Management Company. In addition to his strategic leadership of the firm, he chairs the Progress board of directors and Management Committee, and he serves as a voting member of the Investment Committee. White has had previous operating company responsibility as well as public policy experience at the state legislative and federal agency levels. He holds an undergraduate degree in public and international affairs from the Woodrow Wilson School at Princeton University, a master’s degree in communications from Stanford University and a law degree from Boalt Hall School of Law, University of California, Berkeley. He has been a member of the California Bar since 1981.

Renée Wilder is the Director of Enterprise Planning for the Federal Retirement Thrift Investment Board (TSP), a federal agency overseeing $450 billion of defined contribution assets for 4.7 million active and retired civilian and military participants. In this role, Wilder is responsible for business intelligence and benchmarking; acquisition policies; strategic planning; performance management; and the PMO. Prior to joining the TSP, Wilder was the Executive Director of the National Tax Sheltered Accounts Association (NTSAA). Prior to the NTSAA, Wilder was an Assistant Vice President in MetLife Resources (MLR), responsible for product development, marketing and communications in the department providing retirement services to healthcare, higher education and non-profit employers. Before joining MLR, Wilder worked in MetLife’s fixed income investment management subsidiary as a product manager and in the Investments department as an analyst and manager. Wilder received her B.A. from Duke University, and M.B.A. from the Fuqua School of Business at Duke University.

Anthony E. “Tony” Wilkins, CFA, is a veteran institutional financial industry executive whose career has included roles as a portfolio manager, salesperson and client service executive at Stein Roe & Farnham, Weiss Peck & Greer and Northern Trust. In the role of Relationship Executive at BNY Mellon, Wilkins brings a candid, broad perspective to this strategic role, ensuring that our clients’ long-term goals are understood and met by the bank’s teams and services. A native Chicagoan, Wilkins is a graduate of both Northwestern University and the University of Chicago’s Booth School of Business where he regularly mentors students and investment professionals.

Christopher J. Williams is Chairman, CEO and founder of The Williams Capital Group, L.P. and Williams Capital Management, LLC. Williams began his career with Lehman Brothers in New York, where he was a Senior Vice President with responsibilities in debt capital markets, derivatives and fixed income securities trading. Upon leaving Lehman Brothers in 1992, Williams formed Williams Financial Markets, a division of Jefferies & Company, which specialized in structuring debt financings for investment grade corporate issuers. In 1994, Williams founded The Williams Capital Group and has since directed the firm’s strategic effort in investment banking and its expansion into asset management. The Williams Capital Group served as lead or co-manager on debt, agency, municipal and equity offerings. Williams serves on the Board of Directors for Caesars Entertainment Corporation and Cox Enterprises, Inc. Williams holds a Master of Business Administration from the Tuck School of Business at Dartmouth College and a Bachelor of Architecture from Howard University.

Donna Sims Wilson is the President of Smith Graham & Co. Investment Advisors, L.P., a $6 billion investment management firm in its 25th year of operations. Wilson is responsible for Smith Graham’s Business Development, Marketing, Client Relations, and New Product Development. Wilson currently serves as Chair of the Legislative Committee of the National Association of Securities Professionals. Appointed by the Governor of the state of Illinois, Wilson is also a member of the Budgeting for Results Commission and the Governor’s Export Council. She is a member of the Economic Club of Chicago and the Executives’ Club of Chicago. She is a former Board Member of the Bond Market Association, currently known as the Securities Industry Financial Management Association (SIFMA), and a former Member of Fannie Mae’s National Advisory Council. Wilson has also served as Chairman of the Sub-Saharan Africa Advisory Board of the Export Import Bank of the United States.

Nancy Winkler was appointed City Treasurer, City of Philadelphia effective January 31, 2011. Prior to her tenure with the City, Winkler worked for over 28 years with Public Financial Management (the PFM Group), from 1990 to 2011 as Managing Director, with responsibility to manage the firm’s municipal, state and authority practices in New York and Maryland.

Lowell Yura, CFA, is the head of Multi-Asset Solutions at BMO Asset Management Corp. and chairs the Investment Strategy Committee. Yura joined the firm in 2014, with responsibility for overseeing strategic modeling, the Multi-Asset Portfolio Management team and manager selection. Prior to joining the firm, Yura spent 11 years at UBS Global Asset Management where he was most recently managing director and head strategist of Americas and the U.K. He was responsible for overseeing the U.S.- and U.K.-based multi-asset strategies and was a co-manager of the UBS Global Allocation Fund and Dynamic Alpha Mutual Fund, a macro liquid alternative strategy. Yura also spent 13 years as a consultant, including time at Mercer Investment Consulting, where he was responsible for advising clients on asset allocation and liability-driven asset investing. He began his career as a pension actuary for Towers Perrin. Yura holds a B.S. in actuarial science from the University of Illinois and an M.B.A. in finance from the University of Chicago.

26