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Delivering Alpha

One of the most influential investor conferences for over a decade, CNBC’s Delivering Alpha brings together the biggest names in the investment community from top institutional and sovereign funds, private equity, hedge funds and venture capital, as well as influential political and economic leaders. CNBC anchors and reporters will lead high-level discussions on the critical issues facing investors in today’s global economy through one-on-one interviews and panel sessions.

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ADVISORY BOARD

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.

Orlando Bravo

Orlando Bravo is the Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions in accordance with its principles of partnership, innovation, and performance. Orlando has overseen over 300 software acquisitions conducted by the firm, representing more than $85 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was part of Thomson Reuters “Eight Buyout Pros to Watch” in 2009.

Orlando was born in Mayaguez, Puerto Rico. He graduated Phi Beta Kappa with a bachelor’s degree in economics and political science from Brown University in 1992 and earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998.

He is the Founder and Chairman of the Bravo Family Foundation, the mission of which is to provide access and opportunities to young adults in Puerto Rico. Orlando directs the organization’s various programs and initiatives to promote entrepreneurship, community-based leadership and economic development in Puerto Rico. After Hurricane Maria hit Puerto Rico in 2017, he spearheaded a humanitarian mission to remote communities on the island. In 2019, Orlando committed $100 million to the Foundation’s Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship in Puerto Rico.

The Orlando Bravo Center for Economics Research at Brown University supports innovative research, training and collaborative projects for faculty and students in the Department of Economics. At Stanford Law School, Orlando created the Bravo Family Public Interest Post-Graduate Fellowship Fund to support students seeking full-time employment in public interest.

Orlando’s philanthropic interests also include causes in healthcare. He endowed faculty scholar and fellow positions at Stanford University’s Sean N. Parker Center for Allergy Research. He supports a wide range of medical research conducted at Stanford University, at the University of California San Francisco (UCSF) and at the College of Physicians and Surgeons at Columbia University. He is also a member of the Board of Trustees at Memorial Sloan Kettering Cancer Center.

Orlando is a Member of the Board of Trustees of the Corporation of Brown University.

Elizabeth Burton

Elizabeth Burton is the Chief Investment Officer of the Employees’ Retirement System of the State of Hawaii (“HIERS”), where she oversees $19 billion in pension fund assets. Ms. Burton is also on the Board of Directors of the Chartered Alternative Investment Association (CAIA). Prior to joining HIERS, Ms. Burton served as Managing Director of the Quantitative Strategies Group at the Maryland State Retirement Agency. In this role, Ms. Burton was responsible for the $4.5B Absolute Return Portfolio and for risk management oversight of the $55B Plan. Ms. Burton joined the Agency in July 2016. Previously, Ms. Burton owned William Street Advisory—a strategic advisory practice which she founded in 2013. Prior to that role, Ms. Burton was a Senior Economist and Expert Witness with Criterion Economics. Prior to that role, Ms. Burton was a Consultant at First Annapolis where she worked on M&A transactions and consulting the payments industry. Previous positions include: Co-Portfolio and Quantitative Risk Analyst with a South Africa-based fund of hedge funds, Trader (fixed income securities) for a risk management firm, and Portfolio Management Associate with a quant-focused fund of hedge funds. Ms. Burton received her Bachelor’s degree in Political Science and French, cum laude, from Washington and Lee University, and her MBA in Finance, Econometrics & Statistics from the University of Chicago Booth School of Business. She is on the board of a private residential real estate investment trust and a Trustee of The Hill School, a private boarding school. She is also a CAIA charter holder. Ms. Burton was named one of Chief Investment Officer Magazine’s Top-40-Under-40 in June 2017. In 2019 Ms. Burton received the Industry Innovation Award for <$20B plan by Chief Investment Officer Magazine and was listed in the Power 100 in 2019. In 2020 she was added to the list of top 1% of institutional investors by The Trusted Insight. She has made several appearances on CNBC in 2020 to address the state of the markets in COVID.

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.

Suni Harford

Suni Harford was appointed President Asset Management in 2019 and is the Chair of UBS Optimus Foundation. Ms. Harford has been the UBS GEB lead for Sustainability and Impact since May 2021. She started her Wall Street career at Merrill Lynch & Co., in investment banking, before embarking on a 24-year career at Citigroup Inc., the last nine years of which she was the Regional Head of Markets for North America. Ms. Harford then joined UBS, bringing with her a broad experience from across the industry, including in research, client coverage and risk management, and successfully led UBS Asset Management’s integrated investments capabilities, driving performance for its clients.

Nelson Peltz

Nelson Peltz is Chief Executive Officer and a founding partner of Trian Fund Management, L.P. (“Trian”). Mr. Peltz, along with Peter May and Ed Garden, founded Trian in November 2005. Trian invests in under-performing and undervalued public companies and then works constructively with the management and Boards of Directors of those 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. Mr. Peltz is also a director of Mondelēz International, Inc., 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 Ingersoll-Rand plc from August 2012 to June 2014. Mr. Peltz was recognized by The National Association of Corporate Directors in 2010, 2011 and 2012 as among the most influential people in the global corporate governance arena. From April 1993 through June 2007, Mr. Peltz served as Chairman and Chief Executive Officer of Triarc Companies, Inc. which during that period of time owned Arby's Restaurant Group, Inc. and the Snapple Beverage Group, as well as other consumer and industrial businesses.

Mr. Peltz was Chairman and Chief Executive Officer and a director of Triangle Industries, Inc. from 1983 until December 1988, the largest packaging company in the world and a Fortune 100 industrial company, when that company was acquired by Pechiney, S.A., a leading international metals and packaging company. Mr. Peltz began his business career in 1963 when he joined his family food business.

Mr. Peltz is Honorary Co-Chairman of the Board of Trustees and Chairman of the Board of Governors of the Simon Wiesenthal Center. In addition, he is a member of the Board of Overseers of the Weill Cornell Medical College and Graduate School of Medical Sciences, a member of the Intrepid Advisory Council, a former member of the Board of Trustees of the Intrepid Museum Foundation and an Advisor and a member of the Executive Council of No Labels.

A native of Brooklyn, New York, Mr. Peltz attended The Wharton School of the University of Pennsylvania.

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.

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.

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.

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