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Delivering Alpha Investor Summit

Crossroads of Risk and Opportunity 

With pervasive economic uncertainty, an outbreak of economic and military warfare, inflation setting records, central banks scrambling to adjust policies, and the long shadow of the pandemic obscuring vision, investors are navigating a market at a crossroads. Is the selloff in equities coming to an end? What’s the right path forward for credit investing? Which alternatives provide the best return? Managing risk versus reward, optimizing returns and navigating this new market dynamic amid a challenging environment is the focal point for this year’s Delivering Alpha Investor Summit.

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Speakers

Christopher Ailman

Christopher Ailman has been the chief investment officer of CalSTRS since October 2000. He leads an investment staff of more than 200 and oversees a portfolio valued at $318.1 billion as of February 28, 2022 . He has more than 37 years of institutional investment experience.

He has served on several boards and advisory boards in the U.S. and U.K. He represents institutional investors on the MSCI Index Editorial Advisory Board, the PRI Asset Owners Advisory Committee, the Sustainability Accounting Standards Board (SASB) Investor Advisory Group and the Toigo Foundation. He is the chair of the 300 Club and co-chair of the Milken Global Capital Markets Committee. In 2016, he was part of the first cohort to achieve a Fundamentals of Sustainable Accounting (FSA) credential.

Ailman is recognized as one of the top CIOs both in the U.S. and globally. He has received numerous awards and recognitions: the Institute for Fiduciary Education’s CIO of the Year in 2000, the Richard Stoddard Award for service in the investment of public pensions in 2003, the Distinguished Service Award for Advancement of Latinos in Business from the New American Alliance in 2006, and Institutional Investor magazine’s Large Public Fund Manager of the Year Award in 2011. In 2013, aiCIO magazine named Ailman the No. 3 CIO in the world and Investment Innovator of the Year. In 2017, Ailman received Institutional Investor magazine’s first Lifetime Achievement Award; and in 2018, he was named the top CIO in the world by Chief Investment Officer magazine. He is a regular guest on television and radio and is frequently quoted in major financial publications.

Ailman has a Bachelor of Arts in business economics from the University of California, Santa Barbara. He received his certified financial planner designation from the University of Southern California. He is married with three daughters and is a committed Promise Keeper.

Afsaneh Beschloss

Afsaneh Mashayekhi Beschloss is Founder and CEO of RockCreek. Previously, she was Managing Director and Partner at the Carlyle Group. She was Treasurer and Chief Investment Officer of the World Bank and worked at J.P. Morgan. Afsaneh has advised governments, central banks, and regulatory agencies on global public policy and financial policy as well as energy. She led the World Bank’s energy investments and policy work on areas including sustainable investing, renewable energy, power, and infrastructure to reduce carbon emissions and founded its Natural Gas Group as a transitional fuel.

Afsaneh is Chair of PBS Foundation and a trustee of the Institute for the Advanced Study. She serves on the boards of the World Resources Institute; the Council on Foreign Relations; the Rockefeller Foundation, where she chairs the finance committee; the Bretton Woods Committee, where she co-chairs the Future of Finance Working Group; Gavi Vaccine Alliance; Georgetown University; and the Center for Global Development.

She was recognized by Carnegie Corporation in their Great Immigrants, Great Americans 2020 list, received the Institutional Investor Lifetime Achievement Award and the Robert F. Kennedy Human Rights Ripple of Hope Award, and been listed among the “Most Powerful Women in Banking” by American Banker.

Afsaneh holds an MPhil (Honors) in Economics from the University of Oxford, where she taught international trade and economic development. She is the co-author of The Economics of Natural Gas and author of numerous journal articles on energy, finance, renewable energy, and impact investing.

Stanley Druckenmiller

Stanley Druckenmiller is Chairman and Chief Executive Officer of Duquesne Family Office LLC.

Mr. Druckenmiller founded Duquesne Capital Management in 1981, which he ran until he closed the firm at the end of 2010. From 1988 to 2000, he was a Managing Director at Soros Fund Management, where he served as Lead Portfolio Manager of the Quantum Fund and Chief Investment Officer of Soros (1989-2000), and had overall responsibility for funds with a peak asset value of $22 billion. Early on in his career, Stan worked at Pittsburgh National Bank and The Dreyfus Corporation.

Mr. Druckenmiller is Chairman Emeritus of the Board of the Harlem Children's Zone; Chairman of Blue Meridian Partners; a Board member for Memorial Sloan Kettering and the Environmental Defense Fund; a member of the Investment Committee of Bowdoin College and is Co-founder and Board member of Kasparov Chess Foundation.

He graduated Magna Cum Laude from Bowdoin College with degrees in Economics and English, and thereafter earned graduate degree credits in Economics from the University of Michigan.

Mary Callahan Erdoes

Mary Callahan Erdoes is Chief Executive Officer of J.P. Morgan's Asset & Wealth Management division, a global leader in investment management and private banking, with $2.8 trillion in client assets. She is also a member of JPMorgan Chase & Co.'s Operating Committee.

Erdoes joined J.P. Morgan in 1996 from Meredith, Martin & Kaye, a fixed-income specialty advisory firm. Previously, she worked at Bankers Trust in corporate finance, merchant banking and high-yield debt underwriting.

She is a board member of Robin Hood, the U.S. Fund for UNICEF and the U.S.-China Business Council. She also serves on the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets.

Erdoes earned a BS in mathematics from Georgetown University and an MBA from Harvard Business School. She lives in New York City with her husband and three daughters.

Jonathan Gray

Jonathan (“Jon”) Gray is President and Chief Operating Officer of Blackstone, and is a member of Blackstone’s Board of Directors. He sits on its Management Committee and most of its investment committees. Mr. Gray previously served as the firm’s Global Head of Real Estate, which he helped to build into the largest real estate platform in the world. He joined Blackstone in 1992.

Mr. Gray currently serves as Chairman of the Board of Hilton Worldwide. He also serves on the board of Harlem Village Academies. Mr. Gray and his wife, Mindy, established the Basser Center for BRCA at the University of Pennsylvania School of Medicine focused on the prevention and treatment of BRCA related cancers. They also established NYC Kids RISE in partnership with the City of New York to accelerate college savings for low income children.

Mr. Gray received a BS in Economics from the Wharton School, as well as a BA in English from the College of Arts and Sciences at the University of Pennsylvania.

Ken Griffin

Kenneth C. Griffin is the Founder and Chief Executive Officer of Citadel, a global alternative investment firm. Ken began trading from his dorm room at Harvard in 1987, installing a satellite dish on the roof to receive real-time stock quotes. Three years later, he founded Citadel, believing that the integration of exceptional talent, advanced quantitative analytics and leading-edge technology would generate consistent, strong long-term performance. Today, the firm is recognized as one of the most successful alternative investment firms in the world, investing on behalf of capital partners that include preeminent public, private and non-profit institutions.

In 2002, the team at Citadel established Citadel Securities, now one of the leading market markers in the world. Citadel Securities has been at the forefront of the modernization of markets and market structures, which has delivered enormous benefits to investors globally. Its institutional business serves more than 1,600 clients, including many of the world’s largest sovereign wealth funds and central banks. Over the past two decades, Citadel Securities has advocated for and created more open, transparent, competitive and resilient markets, both in the US and abroad. Ken is Non-Executive Chairman of Citadel Securities.

Ken has contributed more than $1 billion philanthropically in recent years, including catalytic giving to expand access to high-quality education at every level, advance medical research, reduce recidivism and violent crime, enhance public spaces and support our country’s world-renowned cultural institutions.

Ken holds an A.B. in Economics from Harvard College and serves on a number of boards that reflect both his commitment to driving upward mobility through economic and educational opportunities and his passionate support for cultural institutions that enrichen our lives and communities.

Heidi Heitkamp

U.S. Senator Heidi Heitkamp served as the first female senator elected from North Dakota from 2013-2019.

Senator Heitkamp grew up in a large family in the small town of Mantador, North Dakota. Alongside her six brothers and sisters, she learned the value of hard work and responsibility, leading her to choose a life of public service.

During her six years in the U.S. Senate, Senator Heitkamp quickly became a proven senator who worked across the aisle to fight for North Dakotans. Senator Heitkamp personally showed that if senators work together, it can lead to real solutions. She also came to work every day fighting for rural America and made sure others in the Senate understood the needs of rural communities.

Former Republican Senator Bob Corker called Senator Heitkamp “stronger than battery acid.” Democratic Senator Jon Tester said “she has been incredibly effective” in the Senate.

Senator Heitkamp courageously voted against Justice Brett Kavanaugh to serve on the Supreme Court after hearing testimony from Dr. Christine Blasey Ford and Kavanuagh’s response testimony. Following the vote, Senator Kirsten Gillibrand said Senator Heitkamp had, “become a bit of a feminist icon.”

Throughout her time in public service, Senator Heitkamp has stood up for tribal communities and worked to improve outcomes for Native American children, women, and families. The first bill she introduced in the Senate, which became law in 2016, created a Commission on Native Children. Her bill with former Senator John McCain became law to create Amber Alerts in Indian Country. She introduced Savanna’s Act to help address the crisis of missing and murdered indigenous women. And she worked to help address the detrimental impact exposure to trauma can have on children and families – particularly those in Native communities.

Senator Heitkamp also worked to combat human trafficking in North Dakota, across the country, and around the world. She helped write legislation, which was signed into law, to crack down on human trafficking online, which led to the closure of Backpage.com.

A strong advocate for working families, Senator Heitkamp has fought to support North Dakotans throughout their lives. She helped introduce legislation to create a federal paid family and medical leave policy. She led the effort to get the Export-Import Bank up and running to boost American manufacturing and support American workers and businesses. She strongly backed legislation to prevent discrimination in the workplace against LGBTQ individuals. And she fought for retirement security for families and seniors by working to solve the pension crisis facing many retirees.

Senator Heitkamp has pushed to make health care more affordable and accessible. She fought back against efforts to repeal the health reform law and tried to make the law work better for families and businesses. She halted attempts to slash Medicaid and Medicare or privatize Social Security. She voted against the Republican tax bill and has called for a fairer tax system that doesn’t drastically increase the nation’s debt and deficit.

As a former director of the one-of-a-kind Dakota Gasification synfuels plant,Senator Heitkamp has a long record with energy development in North Dakota. She continued those efforts in the Senate, working to responsibly harness North Dakota’s energy resources, and successfully pushed to lift the 40-year old ban on exporting U.S. crude oil while expanding support for renewable energies, like wind and solar energy development.

Senator Heitkamp sat on the Senate Committee on Agriculture, Nutrition, and Forestry, where she fought for North Dakota’s farmers, ranchers, and rural communities to make sure they got the resources and support they need to continue to feed North Dakota, the country, and the world. She helped write, negotiate, and pass two long-term, comprehensive Farm Bills which Congress passed.

Through her leadership on the Senate Committee on Banking, Housing, and Urban Affairs, Senator Heitkamp pushed to reform the nation’s housing finance system, make housing more affordable, and provide relief to small financial institutions.

On the Senate Committee on Homeland Security and Governmental Affairs, Senator Heitkamp pushed to provide training and resources for first responders to keep North Dakota’s communities strong and safe, improve mail delivery and service in rural communities, help recruit and retain a strong federal workforce, and cut red tape to make the federal government more efficient and effective for North Dakota families and small businesses.

Senator Heitkamp previously served as North Dakota’s Attorney General, and prior to that as the state’s Tax Commissioner. She serves on numerous boards including the McCain Institute and the Howard Buffett Foundation. She is the founder and Chair of the One Country Project, an organization focused on addressing the needs and concerns of rural America.

Senator Heitkamp received a B.A. from the University of North Dakota and a law degree from Lewis and Clark Law School.She lives in Mandan, North Dakota with her husband, Dr. Darwin Lange, a family practitioner. They have two children, Ali and Nathan.

Whitney Wolfe Herd

Whitney Wolfe Herd is Bumble's founder and has served as Chief Executive Officer and as a member of board of directors since January 2020. Prior to founding Bumble in 2014, Ms. Wolfe Herd was a co-founder of Tinder, a dating application, where she served as Vice President of Marketing from May 2012 to April 2014. Currently, Ms. Wolfe Herd serves on the board of directors of Imagine Entertainment as well as the Executive Board at Southern Methodist University’s Dedman College of Humanities and Sciences, where she graduated with a B.A. in International Studies.

Daniel J. Ivascyn

Mr. Ivascyn is Group Chief Investment Officer and a managing director in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. He is a member of PIMCO's Executive Committee and a member of the Investment Committee. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013, and he was inducted into the Fixed Income Analysts Society Hall of Fame in 2019. Prior to joining PIMCO in 1998, he worked at Bear Stearns in the asset-backed securities group, as well as T. Rowe Price and Fidelity Investments. He has 30 years of investment experience and holds an MBA in analytic finance from the University of Chicago Graduate School of Business and a bachelor's degree in economics from Occidental College.

David Rubenstein

David M. Rubenstein is Co-Founder and Co-Chairman of The Carlyle Group, one of the world’s largest and most successful private investment firms. Established in 1987, Carlyle now manages $325 billion from 26 offices around the world.

Mr. Rubenstein is Chairman of the Boards of the John F. Kennedy Center for the Performing Arts, the Council on Foreign Relations, the National Gallery of Art, the Economic Club of Washington, and the University of Chicago; a Fellow of the Harvard Corporation; a Trustee of 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; and a Director of the Lincoln Center for the Performing Arts and the American Academy of Arts and Sciences.
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 Boards 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 is a leader in the area of Patriotic Philanthropy, having made transformative gifts for the restoration or repair of the Washington Monument, Lincoln Memorial, Jefferson Memorial, 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 Bloomberg Wealth with David Rubenstein on Bloomberg TV; and the author of The American Story: Conversations with Master Historians, a book published by Simon & Schuster in October 2019, How to Lead: Wisdom from the World's Greatest CEOs, Founders, and Game Changers, a book published by Simon & Schuster in September 2020, and The American Experiment: Dialogues on a Dream, a book published by Simon & Schuster in September 2021.
Mr. Rubenstein, a native of Baltimore, is a 1970 magna cum laude graduate of Duke University, where he was elected Phi Beta Kappa. 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).

Julian Salisbury

Julian Salisbury is Global Head of Goldman Sachs Asset Management. He is a member of the Management Committee and co-chair of the Firmwide Investment Policy Committee. Julian is also co-chair of the Asset Management Investment committees, including those for private equity, infrastructure, growth equity, credit and real estate. He is also a member of the Board of Advisors of Launch With GS, Goldman Sachs’ $1 billion investment strategy grounded in the firm's data-driven thesis that diverse teams drive strong returns.

Prior to assuming his current role, Julian was global head of the Merchant Banking Division. Prior to that, he was head of the Global Special Situations Group from 2013 to 2019 and head of the European Special Situations Group (ESSG) from 2008 to 2013, based in London. From 2007 to 2008, he worked in Moscow establishing ESSG’s business covering the former Soviet Union, and was a founding member of ESSG in 2003. Previously, Julian held roles in Bank Loan Research, High Yield Research and Product Control. He joined Goldman Sachs in 1998, and was named managing director in 2005 and partner in 2008.

Prior to joining the firm, Julian worked in the audit practice of KPMG. He qualified as a chartered accountant in 1998 and is a member of the Institute of Chartered Accountants in England and Wales.

He serves on the Board of Trustees of The Nightingale-Bamford School and St. Bernard's School and is a member of the Board of Directors of Sponsors for Educational Opportunity (SEO). Julian earned a BSc in Sports Science and an MSc in Biomechanics from Loughborough University in 1993 and 1994, respectively.

Roy Swan

Roy Swan leads the foundation’s Mission Investments team, managing Ford’s portfolio of mission-related and program-related investments and working to expand and strengthen the impact investing field.

Before joining Ford, Roy served as managing director and co-head of Global Sustainable Finance at Morgan Stanley, committing over $13 billion in community development transactions. Among his prior experiences, he was founding CIO of New York City’s Upper Manhattan Empowerment Zone, a federal initiative to bring new resources to distressed urban communities. He also served as CFO at Carver Bancorp, the nation’s largest African American managed bank; worked in corporate law at Skadden Arps; investment banking at The First Boston Corporation, Salomon Brothers, and JPMorgan; and finance at Time Warner.

Roy serves on several nonprofit boards, including the Dalton School, Enterprise Community Partners, Low Income Investment Fund, and the Partnership for After School Education in addition to the advisory boards of several private equity funds. Roy received a bachelor’s degree from Princeton University and a JD from Stanford Law School.

Shundrawn Thomas

Shundrawn A. Thomas is a professional investor and corporate executive with 27 years of high-impact leadership within the world’s premiere financial services institutions. He has earned an industrywide reputation as an innovator in investment management and a champion of socially responsible investing. As an executive, he is a pacesetter in diversity-filed organizational transformation and he serves as as a trusted strategic advisor to the C-suite and boards of directors.

Shundrawn most recently served as President and Chief Executive of Northern Trust Asset Management and a member of the Management Group of Northern Trust Corporation. His previous executive roles include Head of Funds and Managed Accounts, President of Northern Trust Securities, and Head of Corporate Strategy. Prior to joining Northern Trust, he served as a vice president in the equities division of Goldman Sachs and was previously employed with Morgan Stanley, holding positions in fixed income sales, trading, and research. Shundrawn recently announced his departure from Northern Trust to co-found a new, diverse-owned and led firm that will provide debt and equity solutions to privately held U.S. companies. A key focus will be identifying untapped market opportunities and partnering with women and ethnically diverse business operators.

Highly respected for his authentic leadership style, Shundrawn has earned numerous industry accolades over the years. Black Enterprise Magazine identified him as one of 2011’s “75 Most Powerful Blacks on Wall Street” and again in 2017 as among the Most Powerful Executives in Corporate America.” In 2020, he was identified by Savoy Magazine as one of the “Most Influential Black Executives in Corporate America. In 2021, ThinkAdvisor selected Shundrawn as a member of the 2021 class of industry luminaries and InvestmentNews honored him with a lifetime achievement award for leadership in diversity, equity, and inclusion.

Shundrawn completed his bachelor’s degree in accounting from Florida A&M University, where he graduated magna cum laude. He earned his MBA from the University of Chicago Booth School of Business, with concentrations in accounting and finance. With a lifelong passion for learning, he has also completed executive leadership programs in corporate strategy at Chicago Booth and corporate governance at University of Notre Dame Mendoza School of Business.

Shundrawn serves as a member of the Board of Directors at Reinsurance Group of America, Incorporated (NYSE: RGA), a leading global life and health reinsurer and as a trustee for the Financial Accounting Foundation. A devoted husband and father of two sons, Shundrawn is also actively involved in civic organizations serving as a trustee for Rush University Medical Center and Chicago’s Museum of Science & Industry. He is also a member of the Economic Club of Chicago and the Commercial Club of Chicago. Shundrawn is a frequent public speaker, media commentator and lecturer and has authored four books including Discover Joy in Work: Transforming Your Occupation into Your Vocation, published in 2019.

Anastasia Titarchuk

Anastasia Titarchuk is the Chief Investment Officer for New York State’s Common Retirement Fund. As of March 31, 2021, the value of the Fund was $258.1 billion. Under the direction of State Comptroller Thomas P. DiNapoli, Titarchuk is responsible for developing and implementing investment strategies to ensure that the Fund remains one of the best-funded and best-managed public pension plans in the country. The Fund holds assets in trust for more than one million employees and retirees from the state and local authorities.

Prior to Ms. Titarchuk’s appointment in 2018, she was Deputy CIO since February 2015. Anastasia joined the Fund in 2011. She started her career on Wall Street in 1998. Prior to joining the Fund, she worked in a variety of leadership roles at Bank of America, Barclays Capital and Lehman Brothers, and JP Morgan.

Anastasia was born in Moscow and moved to the U.S. as a teenager. She graduated Summa Cum Laude from Yale University with a B.S. in Applied Mathematics.

Anastasia resides in Connecticut with her husband and 3-year-old daughter Ella.

John Vaske

John joined Temasek in January 2017 as a Senior Managing Director. He is currently Head, Americas and Head, Agribusiness.

Previously, John was Co-Chairman of Global M&A in the Investment Banking Division at Goldman Sachs where he spent his entire career prior to Temasek. John joined Goldman Sachs in 1988 as an Analyst with the M&A team in New York. He relocated to Tokyo from 1989 to 1991 to help start the M&A practice before returning to New York.

He relocated to London in 2005 to lead the European Natural Resources Group. In March 2010, John returned to New York as Co-Head of the Natural Resources Group ultimately becoming Co-Chairman. John moved into his last role as Co-Chairman of Global M&A in 2015.

John is currently Chairman of the Board of PeacePlayers International, a member of the Board of Bottom Line New York and member of the Athletic Leadership Committee of Columbia University.

John graduated from Columbia University in1988 with a Bachelor of Arts in Economics.

Paula Volent

Paula Volent is Vice President and Chief Investment Officer at The Rockefeller University, the world’s leading biomedical research university. Prior to joining The Rockefeller University in August 2021, Ms. Volent served as Chief Investment Officer and Senior Vice President at Bowdoin College, a private, residential college in Brunswick, Maine, where she was responsible for the oversight and management of the College’s endowment. Prior to joining Bowdoin in July 2000, Ms. Volent was a Senior Associate at the Yale Investments Office.

Ms. Volent has a BA from the University of New Hampshire; a Master’s Degree in Art History from the Institute of Fine Arts at New York University; a Certificate in Conservation from the Conservation Center at NYU, with a specialization in the conservation of works of art on paper; and an MBA from the Yale School of Management. Prior to focusing on endowment management, Paula worked as a paper conservator at the New-York Historical Society, the San Francisco Palace of Fine Arts, the LA County Museum of Art, and the National Gallery of Art in Washington DC. She also ran a private paper conservation studio in Los Angeles, California. She serves on the Board of Directors of MSCI, Inc.; the Board of Directors of 1st Dibs; a member of the Investment Committee of the Pritzker Family Foundation, a member of the Advisory Board of Girls Who Invest, a Trustee of the Skowhegan School of Art and Painting, and an Investment Committee Member of the Rockefeller Foundation. She is also Vice Chair of the Yale School of Management Advisory Board, a member of the Milken Institute’s Global Markets Advisory Council, a member of the Advisory Board of the Private Capital Research Institute and a member of the National Gallery of Art Investment Subcommittee. In 2020 Barron’s named Ms. Volent as one of the “100 most influential women in U.S. Finance.”

Tina Byles Williams

Tina Byles Williams is Chief Executive Officer, Chief Investment Officer and Founder of Xponance®, a $14 billion multiple strategy investment company which is one of the largest diverse and woman-owned investment firms in the United States. She founded FIS Group, the predecessor firm to Xponance®, 25 years ago and has over 36 years of investment experience. Tina is the Chief Investment Officer and Lead Portfolio Manager for the firm’s active global equity strategies and a member of the Investment Committee for the firm’s Private Market Strategies. As Chief Investment Officer, she chairs the firm’s Investment Committee and oversees the firm’s fixed income and equity platforms. As lead portfolio manager for the firm’s active global equity multi-manager strategies, she oversees all investment strategy, manager search and disposition decisions. Tina is widely regarded as a trailblazer in the field of identifying and investing with talented entrepreneurial investment management firms, many of which are diverse and women-owned.

Tina served as Chief Investment Officer to the City of Philadelphia’s $2.5 billion Board of Pensions and Retirement. Prior to her work with the Board of Pensions and Retirement, Tina was the Investment Officer for the $300 million Philadelphia Gas Works Pension Fund.

Tina is a member of the Advisory Board for the Strategic Capital Group of Investcorp, a $38 billion global alternatives investment firm. She is a member of the Eisenhower Fellowships Board and serves on both its Executive Committee and its Investment Committee. Tina is a former board member of the Vantage Trust Company, a provider of 401 defined contribution and 457 deferred compensation retirement plans. She is also a former board member and Chairman of the Investment Committee for VTC’s parent company, Mission Square Retirement Corporation (formerly ICMA Retirement Corporation), a provider of retirement services with over $50 billion under management and administration. Tina is also a leader in her community and sits on the Center City District Board and previously sat on the Pennsylvania Intergovernmental Cooperation Authority, which oversees the City of Philadelphia’s financial plans. Between 2011 and 2015, she served as a board member and chaired the Research Committee of the National Women’s Business Council, a federal advisory council created to serve as an independent source of advice and counsel to the President, Congress and the U.S. Small Business Administration on economic issues of importance to women business owners.

Tina is the chairman and driving force behind Xponance’s philanthropic entity, A Good Measure Foundation, which provides financial literacy education to inner city youth and supports programs designed to empower impoverished or marginalized women or children in the United States and internationally.

Tina is a recipient of several industry awards and has been quoted and featured in several national and global finance publications such as the Wall Street Journal, Reuters, Institutional Investor, Bloomberg, Market Watch, Value Walk and Pensions and Investments. She has also appeared on various business programs, such as Bloomberg GO and CNBC’s Squawk Box.

Tina completed her undergraduate work at New York University where she graduated Magna Cum Laude and earned her Master’s degree in Public Policy with an emphasis in Finance from Harvard University.

Lauren Taylor Wolfe

Lauren Taylor Wolfe is Co-founder and Managing Partner of Impactive Capital.

Prior to founding Impactive she spent 10 years at Blue Harbour Group, a $3 billion activist investment firm, where she was a Managing Director and Investing Partner. Focused primarily on select sectors including, Technology, Consumer, Business and Healthcare Services, Lauren led many of the firm’s investments where she advised CEOs and boards on capital allocation, strategic opportunities and ESG considerations.

Prior to joining Blue Harbour in 2007, Lauren was a Portfolio Manager at SIAR Capital, where she invested in small capitalization public companies and private companies. Lauren began her career at Diamond Technology Partners, a strategic technology consulting firm.

Lauren received an M.B.A. from The Wharton School at University of Pennsylvania and a B.S. magna cum laude from Cornell University. Lauren is active on various boards including, HD Supply [Nasdaq: HDS], a $9 billion enterprise value industrial distributor, 30% Club Steering Committee, an Angel Member of 100 Women in Finance. Lauren was named one of the 50 leading women in hedge funds globally by Hedge Fund Journal.

AGENDA

*Agenda subject to change

7:30 AM

Welcome & Networking Breakfast

8:30 AM

The Game of Risk

How to position for alpha in even the worst case geopolitical scenarios.

Alpha with Impact

Making a difference while making real returns.

The Great Divide

Navigating the political landscape in ‘22 & ‘24.

The Crypto Comeback?

Best opportunities that could survive this nasty Crypto Winter.

Yield Signs

Where are the opportunities, and the traps, in fixed income investing today.

Leading Alpha

A frank conversation among titans of the investing world about how they got there, and where we go from there.

The Next Big Thing in…

Healthcare, streaming, ESG, metaverse, web 3.0 – solving for the real opportunities in innovation.

Where is Alpha Now?

Some of the world’s smartest investors share where they see the greatest opportunities today.

5:00 PM

Networking Reception

Registration

Delivering Alpha will be held in person in New York City.  To attend, please purchase a ticket below.

If you are a REGISTERED INVESTMENT ADVISOR or are interested in GROUP RATES (3+ tickets), please contact us events@cnbc.com

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Advisory Board