2020 Conference Speakers
AQR Capital Management
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).
Ewing Morris & Co. Investment Partners
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.
Ted Goldthorpe is a Partner and head of Credit for BC Partners. He joined in 2017. He is also a member of the Private Equity Investment Committee.
Mr. Goldthorpe was most recently the President of Apollo Investment Corporation, Chief Investment Officer of Apollo Investment Management, and Senior Portfolio Manager, U.S. Opportunistic Credit. Mr. Goldthorpe joined Apollo in April 2012 and oversaw the Opportunistic Credit platform within Apollo aggregating over $20bn in Assets Under Management, which grew dramatically during his tenure. His most recent focus was on the Direct Origination business. He was named to the firmwide Senior Management Committee in 2014.
Previously, Mr. Goldthorpe was employed by Goldman Sachs & Co. since 1999. He most recently ran the Bank Loan and Distressed Investing Desk and prior to that was a Managing Director in the Special Situations Group, running both their Middle Market Private Equity business and the Canadian business (CSSG). Prior to that, Mr. Goldthorpe worked in the High Yield Distressed business, the Merchant Banking Division and the Investment Banking Division.
Mr. Goldthorpe has previously served on the boards of SPARTA Insurance Holdings, Inc., Flatiron Re, JHT Holdings, Baxa Healthcare, Shelter Bay, Fairway Energy, amongst others, and was a board observer for First Solar, amongst others. He currently serves on the board of Crescent Point Energy, Mount Logan Capital and Portman Ridge Corporation.
Mr. Goldthorpe received a B.A. in Commerce from Queen’s University in Kingston, Ontario. He is a frequent guest lecturer at leading Universities including Columbia, University of Pennsylvania (Wharton), University of Virginia, New York University, Queen’s University, and Stanford University. Mr. Goldthorpe currently serves on the Global Advisory Board for the Queen’s School of Business and serves on the board of Directors for HerJustice and Capitalize for Kids.
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.
Tudor Investment Corporation
Dr. Ulrike Hoffmann-Burchardi oversees a global equity portfolio inside Tudor’s flagship client strategy. She is a member of Tudor’s strategy committee and its quantitative investment committee. 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, she was instrumental in building the global quantitative equity investment strategies for Tudor in London and New York from 1999 to 2009. An advocate for STEM education in grades K-12, she serves as a coach for the FIRST Robotics League, where her team won the 2019 Global Innovation Award for New York City. 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) where she was awarded the Bodania Prize for first in class graduation. Tudor Investment Corporation is an alternative investment firm founded by Paul Tudor Jones in 1990 and active in global fixed income, equity, currency and commodity markets.
Ardinall Investment Management
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.
One Tusk Investment Partners
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.
Centenus Global Management, LP.
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.
Alpine Peaks Capital, LP
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.
Whitehorse Liquidity Partners
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.
Alexander J. Roepers
Atlantic Investment Management
Alex Roepers is the Chief Investment Officer of Atlantic Investment Management, a global equity value-investing firm he founded in 1988. Mr. Roepers applies a differentiated constructive shareholder activist (CSA) investment approach to unlock incremental value in high-quality, undervalued companies in the consumer, industrials and businesses services sectors. Atlantic’s highly experienced investment team has successfully influenced change at many leading companies over the past 30 years in the U.S., Europe and Japan.
Mr. Roepers began his investing career in the operations and corporate development departments at multi-billion-dollar conglomerates Thyssen-Bornemisza Group (1984-88) and Dover Corporation (1980-82).
He has served on the Board of Dean’s Advisors at Harvard Business School since 2010; The Hotchkiss Investment Committee since 2014; as U.S. Chair for the Compagnie Fonds, Dutch Maritime Museum, since 2007; on Memorial Sloan Kettering’s Special Projects Committee since 1997; and as founder and board member for his charitable foundation, The Alexander J. Roepers Foundation, since 2002.
Mr. Roepers has a Bachelor of Business Administration from Nijenrode University, which is the Netherlands School of Business (1980), and an MBA from Harvard Business School (1984).
Timbercreek Asset Management
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.
Eminence Capital, LP
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.
…more speakers to be announced!
AQR Capital Management
Ewing Morris & Co. Investment Partners
One Tusk Investment Partners
Whitehorse Liquidity Partners
ALEXANDER J. ROEPERS
Atlantic Investment Management
Many more to be announced!