STAY TUNED FOR 2021 REGISTRATION DETAILS

Cliff is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, in 2002, 2004, 2005, 2014 and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award.

In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the board of directors of the Q-Group, the board of the International Rescue Committee and the board of trustees of The National WWII Museum.

Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).

Ray Dalio is the founder, Co-CIO and Co-Chairman of Bridgewater Associates, a global macroeconomic investment management firm. Under Ray’s guidance, Bridgewater has grown into the 5th most important company in the U.S. (Fortune). Ray has been called the “Steve Jobs of Investing” (Wired) and been named one of TIME Magazine’s 100 Most Influential People.

Ray is the author of the NYT #1 Bestseller Principles: Life & Work, which outlines his principles and the foundation of Bridgewater’s culture. He also co-published Principles for Navigating Big Debt Crises with Bridgewater in 2018.

Ray is also the author of many studies, including “Why and How Capitalism Needs to be Reformed”, which is available on LinkedIn. He is currently releasing “The Changing World Order: Why Countries Succeed and Fail” on LinkedIn. The study will be published in full in a forthcoming book.

Ray is a graduate of C.W. Post College and Harvard Business School.

In 2011 John co-founded Ewing Morris & Co. Investment Partners. Ewing Morris & Co. is a boutique investment firm based in Toronto. As Chief Investment Officer, Johnleads ateam of talented investment professionals and is always on the hunt for the next compounder. Prior to founding Ewing Morris, John was Director of Research at Burgundy Asset Management where he also served as lead analyst for Burgundy’s Canadian Small Cap Fund. John graduated,with distinction,from the University of Guelph in 2005 with an Honours Bachelor of Science in Engineering degree and a Minor in Business Administration. He won the President’s Trophy as Guelph’s top student-athlete in 2005. John’s community involvement includes the University of Guelph’s investment committee, Beat the Streets Toronto and Scouts Canada.

Mr. Gundlach is the CEO of DoubleLine Capital. In 2011, he appeared on the cover of Barron’s as “The New Bond King.” In 2013, Institutional Investor named him “Money Manager of the Year.” In 2012, 2015 and 2016, he was named one of “The Fifty Most Influential” in Bloomberg Markets. In 2017, he was inducted into the FIASI Fixed Income Hall of Fame. Mr. Gundlach is a summa cum laude graduate of Dartmouth College, with degrees in Mathematics and Philosophy.

Jonathan Hausman leads the Global Strategic Relationships department, which is responsible for developing and cultivating investment relationships around the world. He is a member of the Investments Executive Team and is Chair of the Emerging Markets Committee. Jonathan was previously head of Alternative Investments and Global Tactical Asset Allocation, where he was responsible for the Fund’s global hedge fund portfolio, as well as its internal global macro and systematic trading strategies. Jonathan Hausman leads the Global Strategic Relationships department, which is responsible for developing and cultivating investment relationships around the world. He is a member of the Investments Executive Team and is Chair of the Emerging Markets Committee. Jonathan was previously head of Alternative Investments and Global Tactical Asset Allocation, where he was responsible for the Fund’s global hedge fund portfolio, as well as its internal global macro and systematic trading strategies.

Prior to joining Ontario Teachers’, Jonathan was Executive Director at Goldman Sachs, where he managed sovereign risk strategy and advised governments in its New York, Hong Kong and London offices. He is the Chair of the Canadian Council for the Americas and is a Senior Fellow at the Munk School of Global Affairs at the University of Toronto, where he lectures on global political economy. He also serves on the board of Capitalize for Kids. Before entering investment banking, Jonathan worked as Special Assistant to the Premier of Ontario.

Jonathan holds a BA (Hons.) from McGill University, an MSc. (Econ.) from the London School of Economics, and an MPA from the School of International and Public Affairs at Columbia University. He also has the ICD.D certification from the Institute of Corporate Directors.

Dr. Ulrike Hoffmann-Burchardi is a Senior Portfolio Manager and Managing Director at Tudor Investment Corporation where she oversees a global equity portfolio inside Tudor’s flagship client strategy. She is a member of Tudor’s strategy committee and its quantitative investment committees. Her investment thesis is focused on innovation and digital transformation. Investing in companies that benefit from disruption, she makes substantial use of new data sources to understand market trends and technology adoption. Prior to managing her current fundamental equity portfolio for Tudor’s flagship fund, she was instrumental in building the global quantitative equity investment strategies for Tudor in London and New York from 1999 to 2009. She was recognized as one of ”50 Leading Women in Hedge Funds” in 2019 by the Hedge Fund Journal in association with Ernst & Young.

Ulrike serves on the board of 100 Women in Finance, a global 15,000 member non-for-profit organization to empower women in the finance and alternative investment industries.  An advocate for STEM education in grades K-12, she serves as a member of the Advisory Board of NYC FIRST, a global youth-serving robotics community. Recently, she joined the Advisory Board of Portfolios with Purpose, a non-for-profit organization that fosters investment literacy among pre-career diverse youth. She is a member of the Economic Club of New York as well as of Atlantikbruecke.  

She holds a PhD in Finance from the London School of Economics and Political Science (2000), a Masters in International Management (MIM) from the Community of European Management Schools (1995) and a Master in Finance from the University of St. Gallen in Switzerland (1995).

Maria is the Chief Executive Officer and Founder of Ardinall Investment Management, an investment firm focused on energy infrastructure that she started in 2017.

Prior to Ardinall Investment Management, Ms. Dreyfus spent 15 years at Goldman Sachs, where she most recently served as a Portfolio Manager and Managing Director in the Goldman Sachs Investment Partners (GSIP) Group. She currently serves as a director on the board of Macquarie Infrastructure Corporation (NYSE: MIC), on the board of CDPQ (one of Canada’s largest pension plans), and on the advisory board of Eni Next (Eni SpA’s corporate venture arm). She also sits on the advisory board of the Center on Global Energy Policy at Columbia University and serves as co-chair of their Women in Energy program.

Additionally, Ms. Dreyfus is a member of the MIT Corporation’s Development Committee and sits on the MIT Economics Department’s Visiting Committee. Ms. Dreyfus also serves as a member of the New York State Secure Choice Savings Program Board.

Her current and past non-profit board memberships include New America Alliance, Breakthrough New York, and Girls Inc. of NYC. She is a member of the Economic Club of New York and a member of the Milken Institute’s Young Leaders Circle. Ms. Dreyfus has held her CFA since 2004, and holds a dual degree in economics and management science from the Massachusetts Institute of Technology.

Maria resides in New York City with her husband and three children.

Theodore L. Koenig is President, CEO and founder of Monroe Capital LLC, a private credit asset management firm specializing in direct lending and opportunistic private credit investing founded in 2004. Mr. Koenig also serves as the Chairman, President and CEO of Monroe Capital Corporation (NASDAQ: MRCC), a publicly-traded business development company (BDC). Prior to Monroe, Mr. Koenig was President and CEO of Hilco Capital LP, a junior secured/mezzanine debt fund established in 2000. He is a graduate of the Kelley School of Business at Indiana University (B.S.) in accounting with high honors and Chicago-Kent College of Law (J.D.) with honors.

W. Vivian Lau is the Managing Partner and Founder of One Tusk Investment Partners.

Prior to One Tusk, Vivian was Senior Partner and Co-Chief Investment Officer of Serengeti Asset Management until January 2015, which she joined as a Founding Partner in October 2008. Serengeti was an opportunistic, value-based investing platform formed in September 2007.

Vivian began her career at Goldman Sachs in 2000, and promoted to Managing Director and asked to Co-Head the Multi-Strategy Investing business (MSI) in 2006. MSI was a multi-billion dollar platform investing across equities and credit housed within the Special Situations Group, the largest proprietary investment platform within the firm. From 2006 to 2008, Vivian also oversaw the E&P Capital lending platform and sat on various investment committees.

Vivian graduated from Harvard University in June of 2000 with a B.A. in Applied Mathematics and Economics. She currently serves on the Dean’s Advisory Cabinet for the Paulson School of Engineering, Arts, and Sciences (SEAS), co-chairing the Dean’s Corporate Task Force Initiative in the 2019-20 school year.

Malcolm (Mac) Levine is the Founder, Managing Partner and Chief Investment Officer of Dendur Capital, an event-driven hedge fund that combines deep fundamental research with rigorous event analysis applied through a market lens. Dendur invests across the capital structure with an orientation towards equities and manages a concentrated portfolio of longs and shorts built around idiosyncratic situations with compelling risk/reward profiles.

Before founding Dendur in 2018, Mac spent seven years at Corvex Management, where he was a Partner and Director of Research. He joined Corvex at its inception in 2011 and led a large number of investments across sectors and strategies. He also played a key role in building out the investment team and in the development and management of Corvex’s investment process.

Prior to joining Corvex, Mac was a Principal in Private Equity at Apollo Management LP from 2006 to 2011. He began his career as an Analyst at Credit Suisse First Boston in the Investment Banking Division.

Mac received a BA in International Relations from Stanford University.

Waratah Capital Advisors is a Toronto-based asset manager that specializes in alternative strategies. Waratah manages $1.8 billion in assets from high-net-worth individuals, family offices, foundations, Canadian bank platforms, and pension funds. With a team of 44 experienced professionals, Waratah combines intensive research-driven stock selection with a disciplined and robust risk management program. Founders and employees collectively represent 7% of the firm’s assets under management.

Jeannine joined Waratah Capital Advisors in 2018 after a successful 22-year career at a Canadian money manager. Jeannine is a Portfolio Manager for the Waratah Income Fund and is on the Summerhill Resorts Ltd. Investment Committee. She is also a member of the firm’s Executive Committee.

In her previous role, she was an Executive Vice President and Portfolio Manager in Canadian Equities, responsible for managing $2.6 billion, and a member of both its Management and Asset Mix Committees. Early in her career, she was in the management training program at Canadian Pacific, and also worked at Deloitte. She is currently a trustee of the Toronto Symphony Foundation and is a past board member of the Royal Conservatory of Music. Jeannine received an Honours Bachelor of Arts and a Master of Accounting degree from the University of Waterloo, and also holds CPA, CA, and CFA designations.

Sara Nainzadeh is the founder and Chief Investment Officer for Centenus Global Management, LP.

Prior to founding Centenus in 2017, Sara served as a Fundamental Equity Portfolio Manager at Millennium Management, LLC for more than a decade. Her coverage universe spanned the entire energy complex, transports and industrials chain. Prior to joining Millennium in 2004, Sara was at Merrill Lynch in the Equity Research Department covering Natural Gas Pipelines and Electric & Gas Utilities. Sara graduated from the University of Rochester with a Bachelor of Arts in English and sponsors an annual scholarship for underprivileged women studying in the arts.

Sara was born, raised and currently resides in New York City. Sara is an active participant in New York’s Persian community and serves as a member of the NoRuz on the Metropolitan Museum Committee.

Jennifer Oppold founded Alpine Peaks Capital in 2017. Alpine Peaks is a concentrated long/short equity fund that seeks value moments in high quality small and mid-cap companies over a multi-year time horizon. Prior to that, she worked for ten years at Select Equity Group, a $25 billion equity manager. From 2013-2017 Jennifer served as the Associate Portfolio Manager of SEG Partners, a long/ short equity fund, advising on sizing, trading, and risk, and maintaining extensive coverage of both long and short holdings.

Jennifer began her career as a management consultant with McKinsey & Company from 2001 to 2003, advising multi-national corporations on global strategy and operational efficiencies. In 2001 Jennifer received an AB cum laude from Princeton University. From 2003-2007 Jennifer studied at Harvard Law School and Harvard Business School, from which she earned her JD cum laude and MBA in 2007. Originally, she is from Salt Lake City, Utah.

Nelson Peltz is CEO and a founding partner of Trian Fund Management, L.P. Trian interacts with the management and Board of Directors of Trian’s portfolio companies to create shareholder value through a combination of strategic re-direction, improved operational execution, more efficient capital allocation and stronger focus.

Mr. Peltz serves as the non-executive Chairman of The Wendy’s Company, a director of The Procter & Gamble Company, Sysco Corporation and The Madison Square Garden Company. He previously served as a director of H. J. Heinz Company from September 2006 to June 2013, Legg Mason, Inc. from October 2009 to December 2014 and from May 2019 to July 2020, Ingersoll-Rand plc from August 2012 to June 2014, MSG Networks Inc. from December 2014 to September 2015 and Mondelēz International, Inc. from January 2014 to March 2018.

Mr. Peltz attended The Wharton School of the University of Pennsylvania.

Yann Robard is Managing Partner at Whitehorse Liquidity Partners and has over 19 years of private equity experience.

Established in 2015, Whitehorse Liquidity Partners is a private equity manager dedicated to providing structured liquidity solutions to the alternative asset class. Whitehorse Liquidity Partners consists of 45 professionals and has US$3.4 billion in commitments under management. Whitehorse Liquidity Partners has completed over 50 transactions consisting of over $4 billion in total transaction size.

Prior to founding Whitehorse Liquidity Partners, Yann spent 13 years at the Canada Pension Plan Investment Board, most recently as Managing Director, Head of Secondaries and Co-Investments. Under Yann’s leadership, the Secondaries and Co-Investment program grew to a team of 15 professionals in Toronto and London that invested over C$7.5 billion in 49 transactions.

David M. Rubenstein is a Co-Founder and Co-Executive Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Mr. Rubenstein co-founded the firm in 1987. Since then, Carlyle has grown into a firm managing $221 billion from 31 offices around the world.

Mr. Rubenstein is Chairman of the Boards of Trustees of the John F. Kennedy Center for the Performing Arts and the Council on Foreign Relations; a Fellow of the Harvard Corporation; a Regent of the Smithsonian Institution; a Trustee of the National Gallery of Art, the University of Chicago, Memorial Sloan-Kettering Cancer Center, Johns Hopkins Medicine, the Institute for Advanced Study, the National Constitution Center, the Brookings Institution, and the World Economic Forum; a Director of the Lincoln Center for the Performing Arts and the American Academy of Arts and Sciences; and President of the Economic Club of Washington.

Mr. Rubenstein is a member of the American Philosophical Society, Business Council, Harvard Global Advisory Council (Chairman), Madison Council of the Library of Congress (Chairman), Board of Dean’s Advisors of the Business School at Harvard, Advisory Board of the School of Economics and Management at Tsinghua University (former Chairman), and Board of the World Economic Forum Global Shapers Community.

Mr. Rubenstein has served as Chairman of the Board of Trustees of Duke University and the Smithsonian Institution, and Co-Chairman of the Board of the Brookings Institution.

Mr. Rubenstein is an original signer of The Giving Pledge, a significant donor to all of the above-mentioned non-profit organizations, and a recipient of the Carnegie Medal of Philanthropy, and the MoMA’s David Rockefeller Award, among other philanthropic awards.

Mr. Rubenstein has been a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Monticello, Montpelier, Mount Vernon, Arlington House, Iwo Jima Memorial, the Kennedy Center, the Smithsonian, the National Archives, the National Zoo, the Library of Congress, and the National Museum of African American History and Culture. Mr. Rubenstein has also provided to the U.S. government long-term loans of his rare copies of the Magna Carta, the Declaration of Independence, the U.S. Constitution, the Bill of Rights, the Emancipation Proclamation, the 13th Amendment, the first map of the U.S. (Abel Buell map), and the first book printed in the U.S. (Bay Psalm Book).

Mr. Rubenstein is the host of The David Rubenstein Show: Peer-to-Peer Conversations on Bloomberg TV and PBS, and Leadership Live with David Rubenstein by Bloomberg Media; and the author of The American Story: Conversations with Master Historians, a book published by Simon & Schuster in October 2019, and How to Lead: Wisdom from the World’s Greatest CEOs, Founders, and Game Changers, a book that will be published by Simon & Schuster in September 2020.

Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. Following Duke, Mr. Rubenstein graduated in 1973 from the University of Chicago Law School, where he was an editor of the Law Review.

From 1973-1975, Mr. Rubenstein practiced law in New York with Paul, Weiss, Rifkind, Wharton & Garrison. From 1975-1976, he served as Chief Counsel to the U.S. Senate Judiciary Committee’s Subcommittee on Constitutional Amendments. From 1977-1981, during the Carter Administration, Mr. Rubenstein was Deputy Assistant to the President for Domestic Policy. After his White House service and before co-founding Carlyle, Mr. Rubenstein practiced law in Washington with Shaw, Pittman, Potts & Trowbridge (now Pillsbury Winthrop Shaw Pittman).

Corrado Russo joined Timbercreek in July 2011 and is Senior Managing Director, Investments & Global Head of Securities. Mr. Russo is responsible for managing the global securities platform including the Timbercreek Global Real Estate Income Fund and the Timbercreek Four Quadrant Global Real Estate Partnership.

Mr. Russo has over 20 years of experience in the investment management field, having held positions in portfolio management, equity research and direct real estate investments. Prior to joining Timbercreek, Mr. Russo was an Executive Director and Portfolio Manager of global real estate securities at Forum Securities, a Portfolio Manager of global real estate securities for Citi Property Investors and an Assistant Portfolio Manager of direct real estate for Ontario Teacher’s Pension Plan Board.

Mr. Russo holds a Masters of Business Administration from the Schulich School of Business, has a Bachelor’s degree in Administrative Studies from York University and holds the Chartered Financial Analyst designation.

Ricky founded Eminence Capital in 1999. Eminence is a ~$6.0B global investment management organization. As the CIO of Eminence, Ricky is responsible for managing a 20+ person investment team and a diversified portfolio across all sectors of the market. Prior to launching Eminence, Ricky was co-founder and co-general partner of Fusion Capital Management, LLC. Prior to that he was a research analyst covering a wide range of industries and companies for Mark Asset Management, where he began his investing career in 1991. Ricky received a BBA in Accounting and Finance graduating with honors from the University of Wisconsin where he currently serves as a board member for the University of Wisconsin Foundation and as a member of its Development Committee, Investment Committee and Traditional Asset Subcommittee. Ricky is also a Chartered Financial Analyst and a member of the New York Society of Security Analysts.

Kim Shannon founded Sionna Investment Managers in 2002 and has more than 35 years of industry experience. She is the President and Co-Chief Investment Officer at Sionna, and was previously Chief Investment Officer and Senior Vice President at Merrill Lynch Investment Managers Canada. Kim serves as a board member with the Canadian Coalition for Good Governance and is the Chair of its Governance Committee. She is also on the board for the Brandes Institute, the Ontario Arts Foundation, United Corporation (a listed closed-end fund), a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (she previously served as its chair). Kim is also a past President of the CFA Society Toronto. She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007, 2017), continuously listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and a recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur Category).

Jeff Smith is a Managing Member, Chief Executive Officer, and Chief Investment Officer of Starboard Value LP. Starboard is a New York City based investment advisor with a focused, fundamental, and active approach to investing in U.S. publicly traded companies. Over the last decade, Starboard has been among the most active change agent investors in the world, having added or replaced approximately 190 board members on 55 different public company boards. Mr. Smith has served on many of these boards, including serving as Chair of the board of several companies including Darden Restaurants where Starboard successfully advocated for the replacement of Darden’s entire board of directors in 2014. He currently serves as Chair of the board of Advance Auto Parts and Chair of Papa John’s International Inc. Mr. Smith graduated from The Wharton School of Business at The University of Pennsylvania, where he received a B.S. in Economics.

Mario Therrien leads CDPQ’s investment funds activities. The teams he oversees invest in private investment funds and credit in private markets, as well as in venture capital in Québec and internationally. They are also responsible for external management in equity markets, as well as developing and managing strategic and institutional relationships. His mandate consists of adding value by building portfolios with the best external managers, while improving in-house management through the sharing of knowledge and expertise. He sits on the Investment-Risk Committee.

Mr. Therrien is a member of the Montreal CFA Society and Chairman of the Standards Board for Alternative Investments (SBAI). The SBAI consists of investors and managers who act as custodians of the best practice standards for the hedge fund industry, pursuant to the recommendations published by the Hedge Fund Working Group in 2008.