Speaker Biographies Jay V. Kloepfer Callan Associates,...
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Jay V. Kloepfer Executive Vice President & Director of Ca Callan Associates, Inc. Jay oversees Callan Associates’ Capital M research groups. He directs the developm projections. Jay presents the results of C featured speaker at many conferences. In addition to his work in strategic plann College" and is a shareholder of the firm manager of the Capital Markets Researc helps Callan's fund sponsor clients with t allocation and asset/liability studies, dev structures, evaluating defined contributi custom research on a variety of investm Markets groups are responsible for spec strategy research, manager searches, po Prior to joining Callan, Jay was a Senior E for Standard & Poor's DRI. He was active domestic research capabilities. During h Consultant and Project Manager. Jay earned a B.S. with honors in Econom in Economics from Stanford. Clifford W. Draughn President and CIO, Excelsia Investm Investment Committee, Episcopal D Cliff Draughn serves on the investm Episcopal Diocese of Georgia, and w spending activities during the crisis Officer of Excelsia Investment Advis Cliff received his Bachelor of Science University of North Carolina at Chap Management Analyst (CIMA) design Pennsylvania in 1999. Cliff and his family have lived in Sava member of the Savannah Music Fes Diocese of Georgia’s endowment in Peter’s Episcopal Church, a past boa active and supportive of numerous J. Timothy Jester, CAIA™, AIF® Senior Consultant and Director of Resea Capital Advisory Group “CapGroup” 804-565-9288 | [email protected] Tim Jester joined the CapGroup in 2005 firm's Research Team as the Director of Investment Committee, he is responsible technical support in the areas of asset al manager due diligence and alternative in Tim came to the firm with over 23 years including 5 years as a principal of a Comm He received a B.S. in Chemistry from Sho from Georgia Tech. He has also earned the Accredited Inves Investment Analyst™ professional design Speaker Biographies Capital Markets and Alternatives Research Markets, Hedge Fund, and Private Market ment of Callan's annual capital market Callan research to clients and the media a ning, Jay is a regular instructor at the "Cal m. Jay joined Callan in 1998, and became ch Group in 2000. The Capital Markets gro their strategic planning, conducting asse veloping optimal investment manager ion plan investment lineups and providin ment topics. The Hedge Fund and Private cialized consulting including asset class an ortfolio reviews, and performance evalua Economist and the Western Regional Ma ely involved in the development of DRI's his 11 years at DRI, Jay also served as a Se mics from the University of Oregon and an ment Advisors Diocese of Georgia ment committee of a mid-sized non-profit was instrumental in steering the investme of 2008. He is the President and Chief Inv sors in Savannah, GA. e in Business Administration in 1981 from pel-Hill. Cliff obtained the Certified Invest nation from the Wharton School at the U annah for the past 25 years. He is a curre stival, serves at the discretion of the Bisho nvestment committee, is a past Vestry Me ard member of the Landings Club, and is charitable entities. arch com as a Senior Consultant, and presently lea Investment Research. As the Vice Chairm e for providing the firm's professionals w llocation and portfolio strategy design, in nvestments. s of experience in institutional investmen mmodity Trading Advisor. orter College and a M.S. in Industrial Man stment Fiduciary® and Chartered Alternat nations. h ts and is a llan oup et ng nd ation. anager enior n M.A. t, the ent and vestment m the tment University of ent board op on the ember of St. currently ads the man of the with nvestment nt services, nagement tive
Transcript of Speaker Biographies Jay V. Kloepfer Callan Associates,...
Jay V. Kloepfer
Executive Vice President & Director of Capital Markets and Alternatives Research
Callan Associates, Inc.
Jay oversees Callan Associates’ Capital Markets, Hedge Fund, and Private Markets
research groups. He directs the development of Callan's annual capital
projections. Jay presents the results of Callan research to clients and the media and is a
featured speaker at many conferences.
In addition to his work in strategic planning, Jay is a regular instructor at the "Callan
College" and is a shareholder of the firm. Jay joined Callan in 1998, and became
manager of the Capital Markets Research Group in 2000. The Capital Markets group
helps Callan's fund sponsor clients with their strategic planning, conducting asset
allocation and asset/liability studies, developing optimal investment manager
structures, evaluating defined contribution plan investment lineups and providing
custom research on a variety of investment topics. The Hedge Fund and Private
Markets groups are responsible for specialized consulting
strategy research, manager searches, portfolio reviews, and performance evaluation.
Prior to joining Callan, Jay was a Senior Economist and the Western Regional Manager
for Standard & Poor's DRI. He was actively involved in the d
domestic research capabilities. During his 11 years at DRI, Jay also served as a Senior
Consultant and Project Manager.
Jay earned a B.S. with honors in Economics from the University of Oregon and an M.A.
in Economics from Stanford.
Clifford W. Draughn
President and CIO, Excelsia Investment Advisors
Investment Committee, Episcopal Diocese of Georgia
Cliff Draughn serves on the investment committee of a mid
Episcopal Diocese of Georgia, and was instr
spending activities during the crisis of 2008. He is the President and Chief Investment
Officer of Excelsia Investment Advisors in Savannah, GA.
Cliff received his Bachelor of Science in Business Administration in 198
University of North Carolina at Chapel
Management Analyst (CIMA) designation from the Wharton School at the University of
Pennsylvania in 1999.
Cliff and his family have lived in Savannah for the p
member of the Savannah Music Festival, serves at the discretion of the Bishop on the
Diocese of Georgia’s endowment investment committee, is a past Vestry Member of St.
Peter’s Episcopal Church, a past board member of th
active and supportive of numerous charitable entities.
J. Timothy Jester, CAIA™, AIF®
Senior Consultant and Director of Research
Capital Advisory Group “CapGroup”
804-565-9288 | [email protected]
Tim Jester joined the CapGroup in 2005 as a Senior Consultant, and presently leads the
firm's Research Team as the Director of Investment Research. As the Vice Chairman of the
Investment Committee, he is responsible for providin
technical support in the areas of asset allocation and portfolio strategy design, investment
manager due diligence and alternative investments.
Tim came to the firm with over 23 years of experience in institutional investme
including 5 years as a principal of a Commodity Trading Advisor.
He received a B.S. in Chemistry from Shorter College and a M.S. in Industrial Management
from Georgia Tech.
He has also earned the Accredited Investment Fiduciary® and Chartere
Investment Analyst™ professional designations.
Speaker Biographies
Director of Capital Markets and Alternatives Research
Jay oversees Callan Associates’ Capital Markets, Hedge Fund, and Private Markets
research groups. He directs the development of Callan's annual capital market
projections. Jay presents the results of Callan research to clients and the media and is a
In addition to his work in strategic planning, Jay is a regular instructor at the "Callan
of the firm. Jay joined Callan in 1998, and became
manager of the Capital Markets Research Group in 2000. The Capital Markets group
helps Callan's fund sponsor clients with their strategic planning, conducting asset
developing optimal investment manager
structures, evaluating defined contribution plan investment lineups and providing
custom research on a variety of investment topics. The Hedge Fund and Private
Markets groups are responsible for specialized consulting including asset class and
strategy research, manager searches, portfolio reviews, and performance evaluation.
Prior to joining Callan, Jay was a Senior Economist and the Western Regional Manager
for Standard & Poor's DRI. He was actively involved in the development of DRI's
domestic research capabilities. During his 11 years at DRI, Jay also served as a Senior
Jay earned a B.S. with honors in Economics from the University of Oregon and an M.A.
Excelsia Investment Advisors
Episcopal Diocese of Georgia
Cliff Draughn serves on the investment committee of a mid-sized non-profit, the
Episcopal Diocese of Georgia, and was instrumental in steering the investment and
spending activities during the crisis of 2008. He is the President and Chief Investment
Officer of Excelsia Investment Advisors in Savannah, GA.
Cliff received his Bachelor of Science in Business Administration in 1981 from the
University of North Carolina at Chapel-Hill. Cliff obtained the Certified Investment
Management Analyst (CIMA) designation from the Wharton School at the University of
Cliff and his family have lived in Savannah for the past 25 years. He is a current board
member of the Savannah Music Festival, serves at the discretion of the Bishop on the
Diocese of Georgia’s endowment investment committee, is a past Vestry Member of St.
Peter’s Episcopal Church, a past board member of the Landings Club, and is currently
active and supportive of numerous charitable entities.
Senior Consultant and Director of Research
Tim Jester joined the CapGroup in 2005 as a Senior Consultant, and presently leads the
firm's Research Team as the Director of Investment Research. As the Vice Chairman of the
Investment Committee, he is responsible for providing the firm's professionals with
technical support in the areas of asset allocation and portfolio strategy design, investment
manager due diligence and alternative investments.
Tim came to the firm with over 23 years of experience in institutional investment services,
including 5 years as a principal of a Commodity Trading Advisor.
He received a B.S. in Chemistry from Shorter College and a M.S. in Industrial Management
He has also earned the Accredited Investment Fiduciary® and Chartered Alternative
Investment Analyst™ professional designations.
Director of Capital Markets and Alternatives Research
Jay oversees Callan Associates’ Capital Markets, Hedge Fund, and Private Markets
projections. Jay presents the results of Callan research to clients and the media and is a
In addition to his work in strategic planning, Jay is a regular instructor at the "Callan
manager of the Capital Markets Research Group in 2000. The Capital Markets group
helps Callan's fund sponsor clients with their strategic planning, conducting asset
structures, evaluating defined contribution plan investment lineups and providing
including asset class and
strategy research, manager searches, portfolio reviews, and performance evaluation.
Prior to joining Callan, Jay was a Senior Economist and the Western Regional Manager
domestic research capabilities. During his 11 years at DRI, Jay also served as a Senior
Jay earned a B.S. with honors in Economics from the University of Oregon and an M.A.
profit, the
umental in steering the investment and
spending activities during the crisis of 2008. He is the President and Chief Investment
1 from the
Hill. Cliff obtained the Certified Investment
Management Analyst (CIMA) designation from the Wharton School at the University of
ast 25 years. He is a current board
member of the Savannah Music Festival, serves at the discretion of the Bishop on the
Diocese of Georgia’s endowment investment committee, is a past Vestry Member of St.
e Landings Club, and is currently
Tim Jester joined the CapGroup in 2005 as a Senior Consultant, and presently leads the
firm's Research Team as the Director of Investment Research. As the Vice Chairman of the
g the firm's professionals with
technical support in the areas of asset allocation and portfolio strategy design, investment
nt services,
He received a B.S. in Chemistry from Shorter College and a M.S. in Industrial Management
d Alternative
