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exeCut e & ACC ! e iS now Se oMpliS the tiM AiM h... AnnuAl SAleS 33rd ting & MArke enCe Confer rida a, Flo Club entur Resort & | Av Isle 010 erry -27, 2 rogrAM Ap ril 25 ont Turnb enCe p airm The F Confer deAr AiMSe ColleAgueS: t he markets of the last year and a half have provided all of us with a wide array of challenges. Over the last year, much analysis has been done and preparations have been made to help position client's portfolios for success and take advantage of opportunities that have arisen. The Planning is done, to the uAl The Time is NOW! As we all begin to Implement & Execute, AIMSE is here to CoMe Ann provide the Education, Access and Support to help each of us, our firms and wel 33rd our clients be more successful. The AIMSE 33rd Annual Conference has been developed by a well- AiMSe ting & SAleS connected cross-section of industry leaders representing world-class asset management firms with these goals and your success in mind. Arke nCe. AIMSE continues to provide an unparalleled forum for education, access and mentoring to promote the success of sales professionals. We've developed M a power packed agenda including: Co nfere • One of a kind sessions with Callan Associates and Wilshire Associates to provide an in-depth look at their research organizations and changes that have occurred in the last year • The exclusive Roundtable Sessions which provide intimate access and keen intelligence on a stellar line-up of Consultants & Plan Sponsors 3 ntentS representing all distribution channels f Co tAble o eAker 4 • Information and a blueprint to target new distribution channels and e Sp keynot nCe 6 prospects for your firm – identify where opportunity is, the requirements le-At-A-glA dtAbleS for success and the most direct route to access SChedu S And roun 8 hop • Industry Leaders will provide insight and strategic advice on how to make workS e ChAirS 9 the most of the current environment, position for success and create value Confer enC r bioS 25 SpeAke plAn for you and your firm. tor And or ModerA liSt And flo 26 We've assembled a conference agenda that provides the information, access orS 29 and advice that is so crucial to driving your success in the current markets exhibit deSCriptionS and beyond. or exhibit SponSorS 31 you thAnk renCeS Best regards, nfe 2011 Co Christopher Krein, WisdomTree Asset Management Conference Chair Tony Wilkins, Northern Trust Global Investments Conference Co-Chair 2 dAvid J. bAuer, MbA CASey, Quirk & ASSoCiAteS David is a founding partner of Casey, Quirk & Associates. He has been in the investment management industry since 1989 as a consultant and portfolio manager. His consulting experience encompasses all major functional areas (business management, investment management, and distribution). His assignments have included broad organizational strategy and design, peAk,e2r010 post-merger integration, and investment and distribution platform assessment. David has co-authored several industry research papers, including Success in keynote S 26 , april Investment Management: Building and Managing the Complete Firm (2000) and y Monda 9:15 aM Style is dead. Long live style! (2001). David is a member of the Boston Investment Professionals Advisory Board. Prior to founding Casey Quirk, David was a Director at Barra Strategic Consulting Group, where he worked with investment management clients as a 8:15 to management consultant, and RogersCasey, where he was a pension consultant. He previously worked for Greenwich Associates as the Senior Research Team Leader responsible for delivering investment management industry research to U.S. and U.K. clients. Prior to that, David was an Assistant Treasurer at Bankers Trust Investment Management, managing short-term fixed income portfolios for clients. David also has experience marketing consumer-packaged goods as a Product Manager at Playtex Products Inc. David earned an M.B.A. from Duke University's Fuqua School of Business and holds a B.A. in Economics from Tufts University. 3 SChedule-At-A-glAnCe SundAy, April 25, 2010 7:30-8:30 am Golf Registration and Breakfast Cascata Pool 8:30 am Golf Tournament Soffer Course Sponsored by Pensions & Investments 1:00-2:30 pm Golf Tournament Lunch Magnolia Courtyard 4:00-8:00 pm AIMSE Registration Desk Ballroom East Foyer 6:30-7:30 pm Newcomer & Mentor Reception Salons IV-VII 7:30-9:30 pm Welcome & Exhibitor Reception Garden Room MondAy, April 26, 2010 7:00 am-4:00 pm Registration Desk Ballroom East Foyer 7:00-8:00 am Exhibitor Roundtable Breakfast Garden Room 8:00-8:15 am Welcome and AIMSE President's Address Grand Ballroom 8:15-9:15 am Keynote Presentation: David Bauer, Casey Quirk and Associates Grand Ballroom 9:15-9:45 am Refreshment Break in the Exhibit Hall Garden Room 9:45-10:45 am Consultant Overview – Ron Peyton, Callan Associates Grand Ballroom 11:00-Noon Concurrent Workshops Workshop 1 The Relationship Between Plan Sponsors, Consultants & Investment Managers Grand Ballroom Workshop 2 Capitalize on the Sub-Advisory Market Veranda East & West Workshop 3 Selling in a New Compliance & Regulatory Environment Salons IV-VII Noon-1:15 pm Lunch with the Exhibitors Garden Room 1:15-2:45 pm Plan Sponsor Roundtables Grand Ballroom I-II 2:45-3:00 pm Refreshment Break in the Exhibit Hall Garden Room 3:00-4:00 pm Concurrent Workshops Workshop 4 Family Office – Exploring Dynamics Between the Family and Their Gatekeepers Salons IV-VII Workshop 5 Outsource CIO Grand Ballroom III Workshop 6 Forming Meaningful Bonds Veranda East & West 4 Optional Outdoor Activities 4:30-6:30 pm Volleyball Tournament Laguna Lawn Sponsored by Callan Associates 4:45-6:30 pm Tennis Tournament Tennis Courts 7:30-8:00 pm Reception Magnolia Courtyard 8:00-11:00 pm Dinner and AIMSE Richard A. Lothrop Award Presentation Grand Ballroom tueSdAy, April 27, 2010 7:00 am-3:00 pm AIMSE Registration Desk Ballroom East Foyer 7:15-8:15 am Exhibitor Roundtable Breakfast Garden Room 8:15-9:15 am Global Distribution Survey Results – Fernand Schoppig, FS Associates Grand Ballroom 9:15-10:15 am Consultant Overview – Luke O'Neill, Wilshire Associates Grand Ballroom 10:15-10: 45 am Refreshment Break in the Exhibit Hall Garden Room 10:45-Noon Concurrent Workshops Workshop 7 Endowments & Foundations – Communications: Key Ingredients For Success Veranda East & West Workshop 8 Olympic-Athlete Primed and Ready to Perform, Now Salons IV-VII 12:00-1:00 pm Lunch with the Exhibitors Garden Room 1:00–2:30 pm Consultant Roundtables Grand Ballroom 2:30-3:00 pm AIMSE Annual Business Meeting Grand Ballroom 3:00 pm Conference Concludes 5 workShopS And roundtAbleS Description: This session will cover trends and new requirements to asset management firms in compliance and regulatory matters. In addition, the panel will discuss the MondAy, April 26, 2010 ongoing relationship between distribution and compliance within the asset management firm. 8:15 – 9:15 AM keynote preSentAtion David Bauer, MBA, Casey, Quirk & Associates 1:15 – 2:45 pM plAn SponSor roundtAbleS Moderator: Martha Delgado,Wells Capital Management 9:45 – 10:45 AM generAl SeSSion – ConSultAnt overview Panelists: Ryan Bailey, CFA, Meadows Foundation, Inc., Wale Speaker: Ron Peyton, Callan Associates Adeosun, CFA, Rensselaer Polytechnic Institute, Ed Hetherington, Description: Ron Peyton will provide an in-depth overview of the UPS Investments Group, Robert Hering, Rutgers University, Research & Consulting effort at Callan Associates. His insight Patrick Baumann, MBA, Harris Corporation, Bob Whitaker, DHL, will be a valuable asset to everyone who works with Callan and Joe Thomas, CFA, BJC Healthcare, John Keane, Jacksonville Fire their clients or is looking for the most efficient way to present and Police, John Girard, Boca Raton Police and Fire Retirement their products to the right people there. System, Mark Kelliher, MBA, Deluxe Corporation and Brian Wright, CFA, Ashland, Inc. 11:00 AM – noon ConCurrent workShopS Description: Don't miss this rare opportunity to meet top plan Workshop 1: The Relationship Between Plan Sponsors, sponsors in an intimate roundtable setting. Ask them the Consultants & Investment Managers questions you've always wanted to and learn how to gain Moderator: Jonathan Cangalosi, Golden Capital Management, LLC access and in-sight into meeting their needs. Each plan sponsor Panelist: David Hyman, CFA, Evaluation Associates, Brian will join you at your table for an open discussion where you Wright, CFA, Ashland Inc and Chris Davis, CFA, United Methodist will learn what it takes to get your firm positioned for future Foundation of Western North Carolina success. Description: This session will focus on how sales professionals should work with both the plan sponsor and their consultant. 3:00 – 4:00 pM ConCurrent workShopS What are the optimal and most efficient ways to reach plan Workshop 4: Family Offices - Exploring the Dynamics Between sponsors (pre-sale and post-sale), and how to do this in the Family and Their Gatekeepers conjunction with the consultant (everyone reading from the Moderator: Matt Lugar, Gruss & Co. same page). Panelists: David Kupperman, Alternative Investment Management, Bruce Simon, CFA, Ballentine, Finn and Jay Weber, Workshop 2: Capitalize on the Sub-Advisory Market Laurel Capital Moderator: Scott Kearney, Turner Investment Partners Description: This session will discuss the intricacies between Panelists: Christopher Vella, CFA, Northen Trust, Jeff Margolis, the family members in control of the capital and their trusted Margolis Advisory Group, Brian Ahrens, Prudential Investment advisors. Learn how to effectively build a complete relationship Management and George Riedel, T. Rowe Price without alienating anyone. Description: Hear from some of the largest allocators in the sub- advisory market. As this market becomes more institutionalized Workshop 5: Outsource CIO's and undergoes significant change, learn how to capitalize on the Moderator: Kerry Dempsey, Capital Guardian Trust Company current trends from the leaders in this distribution channel. Panelists: Stephanie Lynch, CFA, Global Endowment Management LP, Jeffrey Nipp, CFA, BlackRock and Philip Workshop 3: Selling in a New Compliance & Regulatory Schneider, Towers Watson Investment Consulting Environment Description: More and more institutional investors are Moderator: Steve Kneeley, Ardmore Partners, LLC delegating the management of their portfolios to outsourcing Panelists: Todd Cipperman, Cipperman and Company and David providers. Our panel represents outsourced CIO's from several Tittsworth, Investment Adviser Association successful business models. We will discuss their level of 6 discretion with client assets, how they structure client plans, communicate their message. Hear firsthand about the key and how they select investment managers. Learn how to work ingredients required to build successful relationships with this with outsourced CIO's, and how to effectively position your firm. highly sought after investor group. Bring your questions, bring your best ideas, but most importantly, bring an open mind. Workshop 6: Forming Meaningful Bonds – Developing Solid Relationships Workshop 8: Olympic-Athlete Primed and Ready to Perform – Moderator: Kurt Wood, DePrince, Race & Zollo, Inc. Now Panelists: Jack Gastler, Acadian Asset Management, Joanne Speaker: Sally Stalcup, Stalcup Consulting Hickman, MBA, Northern Trust Global Investments and Obie Panelists: Tim Hill, Mirae Asset, Global Investments, Laura McKenzie, MBA, BlackRock Esposito, First Eagle Investment Management, and Christopher Description: As sales professionals, we are the front door and Paolella, Perimeter Capital Management the face of our respective firms. We have to be able to relate Description: Competing in an Olympic event is about performing to people; they have to be satisfied with our personality to at the top of your game. Athletes use a process of setting target be able to do business with us and to build a relationship of goals, creating disciplines, training alone and with their team mutual trust. In this session, you will hear from experienced, to remain strong, focused and ready to compete. Competing successful investment sales professionals on how they break as a sales and marketing professional in the investment down barriers and how they develop lasting relationships with management industry is also about performing to the best of consultants and plan sponsors. your abilities. Our AIMSE "athletes" will explore and discuss tips, techniques and disciplines practiced that demonstrate tueSdAy, April 27, 2010 how they stay on top of their presenting game. 8:15 – 9:15 AM generAl SeSSion: globAl diStribution Survey reSultS Speaker: Fernand Schoppig, FS Associates 1:00 – 2:30 pM ConSultAnt roundtAbleS Description: In conjunction with AIMSE, Fernand and his team Moderator: Matt Crowe, Anchor Point Capital, LLC conducted a robust survey of the Global Distribution landscape. Panelists: Fran Coopersmith, Asset Strategy Consultants, Bryan Hear from FS Associates the results of the survey, the most Decker, Evaluation Associates, Erik Knutzen, New England effective Global distribution strategies and what it takes to Pension Consultants, Alan Kosan, Rogerscasey, Liana Magner, succeed as you look to take your product abroad. CFA, Mercer Investments, Julie Moore, Rocaton Investment Advisors, LLC, Matthew Shirilla, Callan Associates, Weston 9:15 – 10:15 AM generAl SeSSion: ConSultAnt overview Tompkins, CFA, Watson Wyatt Investment Consulting, Keith Speaker: Luke O'Neill, CFA, Wilshire Associates Berlin, Fund Evaluation Group, Nate Krogman, CFA, Hewitt Description: Take in-depth view of Wilshire Associates and Associates, Joe Bogdahn, The Bogdahn Group, Tracey Nykiel, get the latest information from Luke O'Neill on their Research Ennis, Knupp & Associates and Kieran Stover, Arnerich Massena department. Learn the most effective way to work with one of Description: Always one of our most popular forums. Get our valuable Consulting partners. ready to roll up your sleeves, ask questions and listen to top consultants share their insights as to which asset classes are 10:45 AM – 12:15 pM ConCurrent workShopS hot, and which are not. There's no formality and no audience- Workshop 7: Endowments and Foundations – Communications: just you and your fellow marketers discussing manager search Key Ingredients For Success activity, organizational updates, how best to communicate Moderator: Matt Crowe, Anchor Point Capital, LLC with these influential consultants and more. You'll gain great Panelists: Robert Hering, Rutgers University and Ryan Bailey, insights into top consulting firms and begin the process of CFA, Meadows Foundation, Inc. building relationships with these key people in an intimate and Description: Participate in an interactive discussion with senior interactive setting. investment officers from leading endowments and foundations that will explore how marketers can more effectively * Please refer to page 4-5 for the full program agenda. 7 ConferenCe ChAirS ChriStopher J. krein WisdomTree Asset Management Chris is the Director of Institutional Sales at WisdomTree Asset Management and is responsible for business development, consultant relations and client service efforts in the Pension, Foundation & Endowment, and Sub-Advisory markets. Prior to joining WisdomTree, Chris was a founding Principal of ACCI, a boutique investment firm and held senior business development and management roles with Evergreen Investments and SEI. He also served as a consultant with Investment Counseling, Inc. Chris currently serves on the Board of Directors of AIMSE and Philabundance. Anthony e. wilkinS, CfA Northern Trust Global Investments Tony heads up Northern's Global Defined Contribution Sales and Service organization and was previously head of consultant relations. From 1992-1996 he was Director of Marketing, Quantitative Equity Division of Weiss, Peck & Greer, a New York-based asset management firm, selling public and private asset management services to corporate and public pension plans. In this role, he was responsible for developing the marketing strategy and materials for the firm's Quantitative Equity product. From 1989-1992, Anthony served as New Business Director, for Stein Roe & Farnham's Capital Management Group. This division of a Chicago-based $24 billion asset management firm was started in 1989 to provide the firm's large capitalization domestic growth equity product to institutional investors. Prior to that, from 1986- 1989, Anthony was a portfolio manager at Stein Roe & Farnham and served on the convertible bond investment committee. Before transitioning into the investment industry, Tony worked as an electrical engineer and product manager with AT&T Teletype, a software manager with Loral Electronics Systems, and an electrical engineer for Chrylser Corp. He earned his BSEE from Northwestern University in 1979 and a MBA from the University of Chicago in 1986. He is a Charted Financial Analyst. 8 ModerAtor And SpeAker bioS wAlé AdeoSun, CfA briAn AhrenS Rensselaer Polytechnic Institute Strategic Investment Research Group of Walé F. Adeosun, CFA, is Treasurer and Chief Prudential Investments Investment Officer at Rensselaer Polytechnic Brian Ahrens, portfolio manager and Executive Institute (RPI) where he has oversight Vice President of Prudential's Strategic responsibilities for $1 billion in assets Investment Research Group leads a group of 23 primarily consisting of RPI's endowment analysts dedicated to investment consulting and and defined benefit pension plan. As Treasurer, Walé is portfolio construction services. Currently the group provides also responsible for the Institute's debt issuance and cash consulting services across Prudential's domestic businesses management program. Prior to joining Rensselaer in 2004, that encompass more than 200 separate accounts and 1000 Walé was a Managing Director in the Investments Group mutual funds. Mr. Ahrens also leads a team dedicated to of the John D. and Catherine T. MacArthur Foundation. At discretionary management of asset allocation portfolios. MacArthur, Walé was responsible for $2 billion in U.S The team's multi manager approach uses down and bottom Equities and Hedge Fund investments. In addition to risk assessments on a total of 15 asset allocation portfolios overseeing external managers at MacArthur, Walé also that total over $30 billion in AUM. Mr. Ahrens has been with actively managed $300 million of the Foundation's internal Prudential for over 15 years. portfolios in U.S. Equities. Prior to joining the MacArthur Foundation, Walé served as Manager, Pensions and Risk Mr. Ahrens earned his M.B.A. in Finance from the Stern School Management of Ryerson Tull Inc, a former subsidiary of of Business at New York University. He graduated from James Inland Steel Industries. Madison University with a double major in Finance and German. Walé completed his undergraduate degree in Economics and Business Administration at Coe College, Cedar Rapids, ryAn A. bAiley, CfA, frM, CAiA, CMt IA. He received his MBA from John M. Olin School of Business Meadows Foundation, Inc. at Washington University in Saint Louis, Missouri with a Mr. Bailey has worked as an Associate Analyst concentration in Finance. Walé is a Chartered Financial in the equity research departments of: Solomon Analyst (CFA) and serves on a number of philanthropic Smith Barney, Deutshe Bank, and Credit Swiss boards including the Investment Committee of IPPF-WHR in First Boston. New York City and he is currently Chair of the Investment Advisory Committee of the $130 Billion New York State In 2000, Mr. Bailey attained his CFA designation and started Common Retirement Fund. a trading company, located on the 83rd floor of World Trade Center One. After surviving the events of 9/11, Mr. Bailey relocated to Dallas, Texas at the end of 2003, and began working as a Wealth Manager in Merrill Lynch's Global Private Client Group. In 2006 he received his FRM, Financial Risk Manager charter, and in 2008 he received his CAIA, Chartered Alternative Investment Analyst charter. In 2009 he received his CMT (Chartered Market Technician) charter. Mr. Bailey is currently enjoying his position as an Investment Analyst for the Meadows Foundation. Mr. Bailey is a graduate of Yale University with a Bachelor of Arts in Economics. 9 ModerAtor And SpeAker bioS Continued pAtriCk bAuMAnn, CfA JonAthAn CAngAloSi Harris Corp Golden Capital Management Since joining Harris Corp in 1997, Patrick Mr. Cangalosi serves as Managing Director, Baumann has served in various international overseeing all sales and client service initiatives. finance and treasury positions of increasing He is a member of Golden Capital Management's responsibilities. As the Assistant Treasurer, his management team responsible for all aspects key responsibilities are bank relations, foreign of the firm since 1999. Mr. Cangalosi graduated exchange, 401 (k) investment oversight, customer and trade from Wake Forest University with a B.A. in Political Science, finance, performance bond programs and international cash. is a holder of the Certified Investment Management Analyst Patrick gained experience with Bank of America and SunTrust (CIMA) designation, a CFA Level I candidate, and has 17 for eight years before coming to Harris Corp. His last position at years experience in the investment arena. In addition to his SunTrust was in the International Corporate Group. responsibilities at the firm, Mr. Cangalosi is a member of the Association of Investment Management Sales Executives Patrick earned a B.S in business management from Jones (AIMSE), former Chairman of the University City YMCA, former College and an MBA from City University in Zurich. He is Board member of Huntersville Christian Academy and active accredited as a Certified Treasury Professional (CTP). Patrick member of Christ Community Church. Mr. Cangalosi is married also serves on the Export Import Bank of the United States with three children residing in Davidson, North Carolina. Advisory Board and the Florida Institute of Technology – Investment Sub-Committee. todd CipperMAn Cipperman & Company keith berlin Todd Cipperman is the founding principal of both Fund Evaluation Group, LLC Cipperman & Company (CipCo) and Cipperman Keith joined Fund Evaluation Group, LLC (FEG) Compliance Services (CCS). CipCo provides legal in 2000 and is Vice President of Global Fixed services to investment managers, investment Income and Credit. In this capacity he is advisers, broker-dealers, mutual funds, hedge responsible for conducting primary research on funds, and technology providers. CipCo provides a wide range fixed income managers and strategies across of services for the industry including regulatory advice, product liquid, semi-liquid, and illiquid investment opportunities. development, distribution arrangements, and client and vendor agreements. CCS provides CCO and compliance outsourcing As leader of the Global Fixed Income Sector Team, he is services to registered funds and money managers including responsible for driving strategic and tactical fixed income the development, implementation, and operation of customized asset allocation recommendations to the Investment Policy compliance programs that include ongoing review, testing, Committee at FEG. Prior to joining FEG, Keith worked on the management, training, and regulatory response. short-term funding desk at Fifth Third Bank and was a research analyst at Schaeffer's Investment Research. In 2008 he was Mr. Cipperman has nearly 2 decades of experience in the recognized by Institutional Investor News as one of the "20 investment management and financial services industries. Rising Stars of Fixed Income." Berlin also sits on the advisory He has represented a wide range of investment management board of two private equity funds, one of which is focused on clients with a focus on distribution issues facing investment distressed debt and the other to mezzanine debt. Keith holds a managers and broker-dealers. He previously served as general master of business administration degree from Thomas More counsel of SEI Investments, a public mutual fund and financial College and a bachelor of arts in economics from the University technology firm, including its $65 Billion proprietary mutual of Kentucky. fund family. He has also served as general counsel of one of the largest international equity managers. He spent several years in private practice on Wall Street representing both buy 10 and sell side clients in investment management and capital markets transactions. He is a graduate of the University of MAtt Crowe Anchor Point Capital, LLC Pennsylvania Law School and Cornell University. Prior to joining Anchor Point Capital, LLC in January 2006, Crowe worked on the U.S.-based Mr. Cipperman is also the author of the "Our Take" Regulatory sales team at Fjord Seafood ASA, a leading global Alerts, which provide daily updates on important industry aquaculture company whose principal business developments via e-mail. An archive can be found at http://blog. involved salmon farming in South America cipperman.com. and Europe. Before Fjord he worked as a sales & marketing representative for Lonely Planet Publications, a global travel- frAn CooperSMith focused media firm. Prior to joining Lonely Planet Publications Crowe started his career as a marketing consultant with Asset Strategy Consultants technical outdoor sporting equipment manufacturers in the Fran M. Coopersmith provides her Endowment, Latin American sporting goods market. Crowe received his Foundation, Retirement Plan, and High Net BA in business administration from Western State College of Worth clients with a unique consulting Colorado (1997). perspective of the investment arena. In addition to her Juris Doctor, MBA, and BS in Engineering from Washington University in St. Louis, Fran came to Asset Strategy Consultants with over 25 years of Financial, ChriS dAviS, Cfp, CiMA United Methodist Foundation of Western North Administrative, and Consulting experience, in both the for and Carolina not-for-profit sectors. Chris Davis has served the United Methodist Foundation of Western North Carolina since Fran has hands-on experience in two key areas -- Investment 1987. He has served as Chair of the Investment Management and Endowments/Foundations. She was committee since 2000. Chris presently also a portfolio manager for Brandywine Asset Management, serves the boards of Aldersgate, a Methodist retirement responsible for research and client service in their large community in Charlotte NC, the United Methodist Church cap value product, and a portfolio manager for Rorer Asset Foundation in Nashville, Tennessee and the Economic Advisory Management, providing industry research and client services Committee to the Secretary General of the United Methodist to high net worth individuals for their large cap relative value Church. He is the past chairman of Hospice and Palliative Care product. At Rorer she was also responsible for AIMR (now GIPS) in Charlotte. performance calculations and reconciliation, and proxy voting. In addition, Fran has served as Chief Financial Officer for Chris currently is Wells Fargo Advisors Premier Advisor with two non-profit Foundations, William Penn Foundation, in Davidson Wealth Management. He holds a Certified Financial Philadelphia, and Quantum Foundation in West Palm Beach. Planner™ certification and the Certified Investment Management As CFO, Fran was responsible for investments, accounting and Analyst and PIM Portfolio Manager designations, and he is budgets, data processing, human resources, and the pension a graduate of the Securities Industry Institute program held plan. She worked closely with the Board of Directors and at the Wharton School of the University of Pennsylvania. In Finance Committee. addition, Chris is a member of the Investment Management Consultants Association. He holds a bachelor's degree in Her industry experience has proven to be an exceptional economics from the University of North Carolina at Chapel Hill. resource for her consulting clients across the entire consulting relationship – asset allocations; investment policy statements; manager structure, manager evaluation and monitoring; and on-going communication about research, reporting, investment and financial issues. 11 ModerAtor And SpeAker bioS Continued bryAn deCker lAurA k. eSpoSito Evaluation Associates First Eagle Investment Management Bryan is a principal, managing director, and chief Laura is a Vice President for Consultant Relations investment strategist at Evaluation Associates. on the First Eagle Investment Management He joined the firm in 1993. Bryan brings broad Institutional Sales and Marketing team. She industry experience and proven leadership skills is responsible for developing and managing to the firm. He has overall responsibility for the strategic relationships with investment management of Evaluation Associates, including client service, consultants across the Midwest and West Coast and brings manager research, and business development. In his role as the team more than 11 years of industry experience. chief investment strategist, Bryan develops both short-term and long-term views of market opportunities. He is chair of Prior to joining the Firm in 2009, Laura was a Vice President the firm's Executive Committee and is a member of the firm's of Consultant Relations at Goldman Sachs Asset Management Asset Allocation Committee. Bryan is also part of Milliman's (GSAM). Before joining the Consultant Relations team in August Investment and Marketing Strategic Planning Groups. 2006, she managed relationships with corporate, endowment and foundation clients as a member of GSAM's U.S. Institutional Bryan first joined Evaluation Associates as an analyst covering Mid Markets team beginning in 2005. alternative strategies for Evaluation Associates Capital Markets, and subsequently joined the consulting practice in Laura began her career in 1998 at Lord, Abbett & Co. where 1997. While director of the firm's research department, Bryan she held various positions, most recently as a Director of managed and coordinated activities across the various asset Defined Contribution (DC) Services, offering Lord Abbett's equity class teams, ensuring consistency in the firm's investment and fixed income products to DC plans, retirement platform manager due diligence process, market evaluation, and providers and various investment consultants. Laura earned a manager search process. As director of alternative research, B.S. in Marketing from Villanova University. Bryan oversaw Evaluation Associates' efforts in the alternatives arena, including private equity, real estate, hedge funds (fund of funds), and commodities. JACk gAStler Acadian Asset Management Mr. Gastler is a Senior Vice President of Acadian kerry deMpSey and a key member of the marketing and client The Capital Group Companies service team. He focuses on institutional public Kerry S. Dempsey is a vice president and fund clients and prospect relationships. relationship manager. She has consultant relations responsibilities for the Eastern United Jack has over 30 years of sales and marketing experience in States. She joined Capital in 1997 after spending the financial services industry including working with public two years as a hedge-fund portfolio accountant funds and their consultants at Nicholas-Applegate, heading for Siegler, Collery & Co. Before that, she spent almost two the Public and Taft-Hartley Sales Teams at Deutsche Asset years as an account administrator in the Employee Stock Management (formerly Morgan Grenfell), and held various Purchase department of Smith Barney, Inc. Ms. Dempsey marketing and sales positions at CIGNA and Merrill Lynch. earned her BS in business administration from Boston Jack is a member of the Executive Committee of the National University and is based in New York. Association of Retirement Administrators (NASRA) as well as numerous national and state public fund associations. He sits on the Investment Advisory Committee of the Xaverian Brothers Worldwide, and is a Trustee/Board Member of Mercy High School in Middletown, CT. Jack has a BA in Economics and Political Science from Columbia University. 12 John girArd services business, including Division Head and member of the Executive Committee at First Data Investor Services and Boca Raton Police and Fire Retirement System Assistant Division Head for the Furman Selz mutual fund group. John Girard has been a Trustee of the City of Boca Raton Police Mr. Hering is a member of the Board of Trustees of Rutgers & Firefighters' Retirement System for 28 years. His professional University, where he is the Chairman of the Joint Investment career encompassed President of the National Stock Exchange, Committee of the approximately $500 million Rutgers Director of the Depository Trust, Executive Vice President of Endowment. Mr. Hering is also a frequent speaker to school, Girard Bank, Executive Vice President First National Bank of community and business groups on leadership. Palm Beach and Executive Vice President of Kennedy Capital Management. Mr. Girard is currently a private investor. ed hetherington MArthA delgAdo UPS Investments Group Ed Hetherington is the Portfolio Manager, Wells Capital Management Global Equity for the UPS Investments Group. Martha Delgado joined WellsCap on March 1, 2010, and The UPS Investments Group is responsible for is responsible for sales and client service for the firm's approximately $16 billion in assets held for the international business development efforts. Prior to this, UPS defined benefit plans. she served as vice president of Atlantic Asset Management where she was responsible for institutional marketing and In this role, Ed has responsibility for the plan's domestic and consultant relationships in the Eastern United States and the international equity portfolios totaling approximately $8.5 Caribbean. Earlier, Martha held positions as a principal and billion in assets. Ed's role includes manager selection and due senior relationship manager for State Street Global Advisors diligence, portfolio allocation, as well as risk and performance and as a portfolio associate and equity analyst for Solomon monitoring. Smith Barney. She earned bachelor's degrees in international economics and international affairs from Florida State Ed began his career at UPS in 2001 with the company's Mergers University, Tallahassee, and a master's degree in business & Acquisitions Group. In this role he took part in over 20 M&A administration with an emphasis in finance and management transactions including UPS's acquisitions of First International from the Goizueta Business School at Emory University, Bank, Mail Boxes Etc., Menlo Worldwide Forwarding, and Atlanta. Martha has earned the right to use the CFA designation Overnite Transportation. Ed also served on special assignment and is a member of the CFA Society of San Francisco and CFA as the Finance Coordinator for the integration team tasked with Institute. combining 15 acquired companies to create the UPS Supply Chain Solutions business unit. robert hering Prior to his current role, Ed was a member of the UPS Risk Cogent Alternative Strategies Management Group where he was responsible for the Bob, a Managing Director responsible for the endowment, management and placement of UPS's casualty insurance foundation and consultant marketplace at Cogent Alternative programs, oversight of UPS's captive insurance company, Strategies, has 25 years of sales, marketing and leadership as well as the analysis and modeling for UPS's workers experience in the financial services sector. Prior to joining compensation and auto liability portfolio (approximately Cogent, he was an Executive Vice President and head of Sales $5.5 billion in ultimate loss). Ed also played a key role on and Marketing for Carret and Company, an asset management the development team for UPS's corporate Enterprise Risk firm based in New York City, where he was responsible for Management initiative. strategic direction and tactical implementation of the sales and marketing plan for a high net worth firm looking to expand Ed holds a Bachelor of Science in Economics from The Wharton its business model to include an institutional clientele. Before School of the University of Pennsylvania. Carret, Mr. Hering served in various roles in the financial 13 ModerAtor And SpeAker bioS Continued JoAnne hiCkMAn dAvid hyMAn, CfA Northern Trust Global Investments Evaluation Associates Joanne Hickman is a Senior Vice President, David is a principal and director of consulting Managing Director and Global Head of Consultant services at Evaluation Associates. He joined Relations for Northern Trust Global Investments the firm in 1999. David assists his clients in at Northern Trust - Chicago. Joanne will lead developing and implementing their unique all efforts representing Northern Trust Global investment strategies to help them meet their Investments and its investment capabilities to the global long-term goals and objectives. He works with a variety of investment consultant community. clients, which include corporations, endowments, foundations, and financial intermediaries. In addition to his client Prior to joining NTGI, she was Head of Consultant Relations responsibilities, David is a member of Evaluation Associates' for UBS Global Asset Management. Her extensive background Executive Committee. He also serves on Milliman's Employee includes roles with State Street Research & Management and Benefits Steering Committee. with Zurich Investment Management (formerly Kemper Asset Management). Joanne has a first-hand understanding of the Prior to joining Evaluation Associates, David worked as an needs of consultants and their clients having been a consultant investment research analyst at American Planning Group, a with Ennis, Knupp & Associates for 10 years. Her passion for financial planning and asset management firm that serves the investment industry is evidenced by her involvement with high-net-worth individuals. He worked with clients on The Women Investment Professionals (WIP) Association in developing asset allocation strategies, provided quarterly Chicago, of which she is a cofounder. performance reports, and conducted mutual fund research. She earned a B.S. from Elmhurst College and a M.B.A. from Loyola. She is Series 7, 24 and 63 licensed. John keAne Police and Fire Pension Fund John Keane has served as the Executive Director- tiM hill Administrator of the Fund since 1990. Joining the Mirae Asset Global Investments (USA) Sheriff's Office in 1962 and transferred to the re- Timothy Hill is Head of North American Sales for organized Fire Rescue Department on February 1, Mirae Asset Global Investments (USA). Prior to 1969, Mr. Keane also earned AA and AS degrees joining Mirae Asset, he held various hedge fund from FCCJ and a BS degree from Southern Illinois University and fund of funds sales positions at Lehman majoring in Workforce Education and Training. He was an active Brothers, from 2002 to 2008. From 1990 to 2002, member of the Fraternal Order of Police (Lodge 30), an elected he held various derivatives sales and trading positions globally Board Member of the Jacksonville Association of Firefighters, for O'Connor and Associates, Swiss Bank Corporation, Tree the Pension Advisory Committee, and the Pension Board of Path Hill LLC and Kovell-Caldwell LLC in Philadelphia, New York, Trustees. John was elected to the first independent Police and London, Zurich, Chicago and San Francisco. Fire Pension Fund Board of Trustees. Tim graduated from the Wharton School of the University of John has served on both the Public Employee and Pennsylvania with a BS in Economics in 1990. Administrators Committee for the International Foundation of Employee Benefits Plans, served five years on the Executive Board of National Conference on Public Employee Retirement Systems, and four terms as a Member of the Board of Directors of the Coalition to Preserve Retirement Security. He also is a member of the Government Finance Officers Association Focal Group, the Florida Government Finance Officers Association, 14 and the American Legion Post 137. John is a member and past Mr. Kelliher has a B.S. from the University of Minnesota in Chairman of the Fire Science Advisory Committee at Florida Pharmacy and an MBA from the University of St. Thomas. Mr. Community College, Vice Chairman of the Jacksonville Fire Kelliher is also a Charterholder of the CFA Institute Credit Union Executive Board, and the former Executive Director of the Badge of Honor Foundation. Steve kneeley Certified as a Chartered Pension Professional and Certified Ardmore Partners, LLC Retirement Administrator through INFRE. Stephen Kneeley is President and CEO of Ardmore Partners, a consultant to asset management firms. Steve was one of the SCott keArney founders of Turner Investment Partners and was Turner Investment Partners, Inc. responsible for all non-investment functions as Scott J. Kearney is Managing Director of it's CEO. Steve has also been Managing Partner of Brandywine institutional sales and consultant relations at Global and Senior Partner at Logan Circle Investments. Steve Turner Investment Partners. He is responsible serves on the Board of Trustees of The University of Richmond for managing the institutional sales team efforts and presently Chairs its Investment Committee, Spider and building and maintaining relationships with Management. consultants and plan sponsors. He has worked at Turner since 1995 and has 25 years of investment experience. erik knutzen Prior to joining Turner, Mr. Kearney was a Vice President in New England Pension Consultants institutional marketing for The Stanley-Laman Group, Ltd. He Mr. Knutzen joined NEPC in 2008 as Chief was also previously employed with First Capital Analysts, Inc. Investment Officer. Erik is responsible for Mr. Kearney received a bachelor's of science degree in Finance overseeing Investment Research at NEPC, and and Marketing from the University of Richmond. He is a developing and communicating investment member of the Association of Investment Management Sales strategy. Research at NEPC is comprised of a Executives Board of Directors, the Council of Institutional team of over 30 professionals working closely with NEPC's Investors and the National Conference on Public Employee consultants and client support analysts. The Research team Retirement Systems. has dedicated groups focusing on Alternative Investments (including Absolute Return Strategies and Private Markets Turner Investment Partners is an investment management firm Strategies), Traditional Strategies, and Asset Allocation. Erik is that's employee-owned and based in Berwyn, Pennsylvania. As also responsible for leading investment strategy development of December 31, 2009, the firm managed approximately $17.7 at NEPC including: asset allocation recommendations, market billion in equity investments for institutions and individuals. assessment and outlook, and new asset class and investment strategy identification. Erik is a member of the Traditional and Alternative Research Due Diligence Committees. The MArk kelliher committees meet regularly to evaluate investment strategies Deluxe Corporation for recommendation to clients and to review events that Mr. Kelliher is currently the Senior Manager, impact the investment management community. Additionally, Retirement Plans of the Deluxe Corporation. Erik is a member of the firm's Management Group and was His past work experience includes; University elected a partner in 2009. of Minnesota Hospital and Clinics as a Clinical Pharmacist, Principal Financial Securities as Erik has 22 years of experience in the financial services a Investment Analyst, U.S. Bank First American Funds as an industry, and was mostrecently Director, Institutional U.S. Bank First American Funds Portfolio Manager and Nicollet Strategies at RiverSource Investments, LLC. While Investment Management as a Private Client Advisor. 15 ModerAtor And SpeAker bioS Continued there, Erik was responsible for positioning key investment Alan graduated with a B.A., summa cum laude with distinction, capabilities and for institutional product development ranging from Boston University's College of Liberal Arts and a Juris from traditional long-only strategies to 130/30, absolute Doctor degree from Emory University School of Law. He is a return, and hedge fund strategies. Prior to joining RiverSource, NASD licensed Series 7 and 63 Registered Representative. Erik worked at several investment firms including: Standish Alan currently sits on the United Way of the Capitol Region Mellon; Garret Capital Management; Putnam Investments; and and Connecticut Public Broadcasting, Inc. (CPTV) Endowment the Minneapolis-based consulting firm of Jeffrey Slocum & Investment Committees. Associates. Erik earned his M.B.A. from Harvard University in 1990 and his nAte krogMAn, CfA, CAiA B.A. from Williams College in 1986. Erik holds the Chartered Hewitt Associates Financial Analyst designation and is a member of the CFA A senior investment consultant based in Institute and Boston Securities Analyst Society. Lincolnshire, Illinois, Nate serves as the U.S. Head of Manager Research and the Global Co- Head of Equities and is a member of the U.S. AlAn koSAn Investment Committee. In his role, he maintains Rogerscasey leadership and oversight for manager research conducted Alan Kosan leads our Alpha Investment Research Group, in all asset classes throughout the U.S. and equity research responsible for Fundamental/ Quantitative Manager Research. conducted across the globe. In addition to his manager Prior to his present position, Alan headed the Non-Traditional research responsibilities, he consults to defined benefit, defined Research Group, which includes private equity, hedge funds, contribution and endowment clients on a wide range of topics real estate, infrastructure and natural resources. Alan is a including investment program structures, policy development, member of the Fiduciary Investment Review Committee, which risk management and investment manager evaluation and provides oversight for our fully discretionary relationships, selection. Nate has presented at conferences on Pension Risk and the firm's Management Committee. Prior to joining and is also a member of Hewitt's Retirement and Financial Rogerscasey in 2005, Alan was Director, Consultant Relations Management Defined Contribution Team, tasked with thought and Institutional Marketing for Henderson Global Investors leadership on defined contribution topics. He holds a BA degree North America, a multi-asset class investment manager. in Economics and Finance from Augustana College. Additionally, Some of Alan's responsibilities at Henderson included he holds the Chartered Financial Analyst designation and is a serving as the lead distribution specialist for the firm's Global member of the CFA Institute and the CFA Society of Chicago Private Equity Fund of Funds in North America and ad-hoc as well as the Chartered Alternative Investment Analyst member of its Investment Committee, and as the Director designation. He joined Hewitt Investment Group in 1998. of a diversified, open-end comingled real estate fund. Before Henderson, Alan was the head of the Alternative Investment portfolios at both the Philip Morris and United Technologies dAvid kupperMAn Corporation pension funds. Earlier in his career, Alan served in Alternative Investment Management a variety of management positions with both real estate and David G. Kupperman joined Alternative private investment groups. During his 20 years of alternative Investment Management in July of 2005 as a investment experience, Alan has served as an institutional partner. Prior to joining the firm, David worked limited partner or advisor to limited partners in over 90 private as a Managing Director and member of the equity funds representing in excess of $1.1 billion of committed Executive Committee of Paloma Partners capital. Alan has also served on a number of private equity and Management Company, a multi-strategy hedge fund. Prior real estate fund Advisory Boards. to Paloma, David worked at The Carlyle Group, one of the world's largest private equity firms. At Carlyle, he most recently served as the Principal of Product and Business 16 Development, reporting directly to the firm's co-founder. Prior Ms. Lynch serves as Trustee, Presbyterian Hospital Foundation; to Carlyle, David was a Vice President in both the Private director, Novant Asset Management Company; chair, investment Equity and Portfolio Strategy Groups at Goldman, Sachs & Co. committee for Charlotte Country Day School; and member, In his role in portfolio strategy, he authored papers on asset investment committee for the Baby J Fund, a private foundation allocation and helped develop Goldman's quantitative asset supporting medical research for pediatric cancers. Ms. Lynch allocation framework for high net worth investors. Additionally, has a Chartered Financial Analyst (CFA) designation and holds a he worked with individual ultra-high net worth clients in BS degree in Finance from Florida State University. She lives in establishing their asset allocations and investment strategies. Charlotte, NC with her husband and three children. While in the private equity group, he worked on secondary private equity transactions, fund performance analysis, and the structuring of private equity investment programs for Goldman liAnA MAgner, CfA clients. He currently serves as a member of the Executive Mercer Investment Consulting, Inc. Committee of the Investment Management Division of the UJA Liana Magner is a principal, senior investment Federation of New York and was a trustee of the Solomon consultant and the New England Market Leader Schechter Day School of Bergen County. David holds a M.A. and for Mercer Investment Consulting, Inc. Her a Ph.D. in Physics from The Johns Hopkins University and a B.A. responsibilities include monitoring investment and a M.E. from Cornell University. programs, evaluating and selecting investment managers and developing investment policies and objectives. She provides these services to both defined contribution and MAtt lugAr defined benefit plans for a variety of corporate, healthcare, Gruss & Co. foundation and endowment plan sponsors. Matt is responsible for new business In addition, Liana is a member of the US Ratings Review development and investor relations at Gruss Committee, Target Date Fund Strategic Research Committee, and & Co., a $2.2bln global event driven hedge is a member of the national Defined Contribution Specialty Group. fund. Prior to joining Gruss, Matt was Head of Liana spent seven years in Mercer IC's Boston office, followed by Marketing for the Americas at Deutsche Bank in their internal four years in Atlanta, before returning to New England. hedge fund group, DB Advisors. From 2001 to 2005, Matt was Global Director of Business Development and Associate Prior to joining Mercer IC in 1998, Liana worked in the investment Portfolio Manager for Schafer Capital Management. Matt earned management industry as a marketing analyst at Quadra Capital a B.S. in Management Science from Virginia Tech. Partners, and previously in operations at Boston Investor Services. StephAnie lynCh, CfA Liana has a BA, cum laude, in economics from the University of Global Endowment Management LP New Hampshire. She is a CFA® charterholder and a member of Ms. Lynch is a founding partner of Global Endowment the CFA Institute and the Atlanta Society of Security Analysts. Management, an investment firm that manages $1.4 billion in assets for institutional investors, family offices and individuals, using a fund structure which seeks to replicate the investment Jeff MArgoliS, CfA, CpA style employed by leading university endowments. Prior to Margolis Advisory Group forming GEM in February 2007 with partners Thrus Morton and Jeffrey Margolis has spent more than 25 years in Hugh Wrigley, previous with Duke University Management the investment management industry focusing Company (DUMAC), she was previously Chief Investment Officer on sales, marketing, client service, and product for The Duke Endowment, a $3.3 billion private foundation management. A hallmark of Mr. Margolis' career based in Charlotte. has been a strategic understanding of industry dynamics as well as a hands-on approach to management 17 ModerAtor And SpeAker bioS Continued and leadership of the businesses and people under his the largest publicly traded investment management firms in responsibility. With this expertise, he assists investment the United States. During his career he has held positions as organizations in designing effective distribution and marketing Managing Director at Merrill Lynch Investment strategies, converting those strategies into complete business models through successful execution. Managers (1990-2006) Executive Director at UBS Asset Management and Managing Director at Chase Investors (1987 Mr. Margolis began his investment career with Continental tol990). From 1984 to1987, Mr. McKenzie was President and Asset Management, a specialist in managing insurance founder of McKenzie & Company, a NASD registered broker portfolios, where he spent 11 years managing investment dealer. During the late 1970's and early 1980's, Mr. McKenzie strategy, sales and client service. At the time of his departure, held positions at Citibank, Chemical Bank and Freedom National he was Chief Operating Officer. He later joined Morgan Stanley Bank as a commercial banker. Mr. McKenzie was also Manager to build its insurance asset management business. During his of Banking and Pensions at the New York Times in 1975 and nine years at Morgan Stanley, Mr. Margolis built and managed Corporate Finance Associate for Morgan Stanley in 1972. the insurance asset management business, the intermediary Mr. McKenzie has served as President of the Association of distribution business, and grew and managed the institutional Investment Management Sales Executives (AIMSE); founding business, for which he had global responsibility. In each board member of the TOIGO Foundation and Associate Advisor of these businesses he had responsibility for distribution, to the Texas Association of Public Employees Retirement marketing, and product management. Systems (TEXPERS). He was also a founding board member of the National Association of Securities Professionals (NASP), In 2004, Mr. Margolis was recruited by TIAA-CREF to grow where he received the Wall Street Hall of Fame Award in its newly launched institutional investment management February, 2001. business. Subsequently, his role was expanded to lead business development across all distribution channels. During Mr. McKenzie is a published writer, an accomplished public his tenure at TIAA-CREF, Mr. Margolis created and managed speaker and vocalist and has been an Expository Bible teacher institutional sales, including a specialization in real estate for over 20 years. with global distribution, defined contribution sales, client portfolio management, and wholesaling to affiliated platforms. Mr. McKenzie graduated from Tennessee State University in In addition, he re-evaluated the sales effort to Registered 1967 and received his MBA in Finance from Harvard Business Investment Advisors, and developed detailed multi-year plans School in 1972. to grow the entire asset management business. Mr. Margolis earned a BA in Economics from Cornell University Julie h. Moore and an MBA in Finance and Accounting from Cornell's Rocaton Investment Advisors, LLC Johnson School of Management. He holds both a CPA and CFA Julie Moore is a Founder and Partner of Rocaton designation. where she leads the international and global equity research effort. Julie is responsible for leading the qualitative and quantitative analysis obie MCkenzie, MbA of investment management organizations and BlackRock their products as well as for general asset class coverage. Julie Since 1972, Obie L. McKenzie has served the is also instrumental in working with clients on investment financial services industry in asset management, manager searches in all parts of the international equity commercial banking, trade finance, investment universe including non-U.S. developed markets, emerging banking, corporate treasury and brokerage. markets and global equity. Julie joined Rocaton after 5 years Mr. McKenzie is currently a Managing Director at Barra RogersCasey where she served as Director and Head at BlackRock in the Global Client Group. BlackRock is one of of International Equity Research and was previously part of a client relationship and consulting team. Julie has also served as 18 a Portfolio Manager with Bankers Trust Company. Julie earned an M.B.A. at Amos Tuck School of Business at Dartmouth College luke o'neill, CfA Wilshire Associates and a B.S. in Business Administration at Skidmore College. Luke O'Neill, vice president, is the Head of the Manager Research Group of Wilshire Associates. He has 11 years of Jeff nipp, CfA industry experience and is based in Wilshire's Pittsburgh office. Prior to joining Wilshire in 2004, he worked as a Senior BlackRock Multi-Asset Client Solutions (BMACS) Financial Planner for The Ayco Company, a Goldman Sachs Jeffrey Nipp, CFA, Managing Director, is a member company, as an advisor to high net worth corporate executives of the BlackRock Multi-Asset Client Solutions regarding asset allocation, manager selection, and other (BMACS) group, which is responsible for financial issues. In addition, he has experience in actuarial developing, assembling and managing investment science and pension administration. Mr. O'Neill received a B.S. solutions involving multiple strategies and in Applied Mathematics and a M.S. in Organizational Leadership asset classes. Within BMACS he is responsible for selecting from Geneva College. He also received an M.B.A. in Finance from and monitoring internal and external managers for multi-asset the Tepper School of Business at Carnegie Mellon University. portfolios as well as for fiduciary assignments. Additionally, he is a CFA charterholder. Prior to joining BlackRock in 2008, Mr. Nipp spent ten years with Watson Wyatt Investment Consulting, most recently as Global Director of Manager Research Governance. Previously, he was ChriStopher pAolellA Perimeter Director of Investment Manager Research with Towers Perrin, Chris Paolella is a founding partner of Perimeter and worked with Confederation Life Insurance Company as a and a member of the management committee. group pension marketing analyst. As Perimeter's Director of Marketing and Consultant Relations, Chris brings institutional Mr. Nipp earned a BBA degree in management and sales, marketing and management experience communications from Mercer University and an MBA from Duke since 1985 from Trusco Capital Management and Great-West University. He is a CFA charterholder. Life and Annuity . At Trusco, Chris was a Managing Director in charge of consultant relations and institutional sales, which trACey nykiel, MbA included Public Funds and Taft Hartley Plans. Chris earned his B.A. from the University of Richmond (1985). EnnisKnupp Tracey, associate, manages consulting assignments for several retainer and project clients. Tracey is also a member of the firm's ron peyton, MbA Callan Associates Inc. investment manager research group and assists Ronald D. Peyton is Chairman and Chief Executive with client projects that require her expertise. Officer for Callan Associates Inc., a privately held, employee-owned firm whose mission is to Prior to joining EnnisKnupp in 2004, Tracey was a senior deliver superior consulting solutions that research analyst at Hedge Fund Research, Inc. Her past help clients achieve their investment and experience also includes working as an investment analyst at business objectives. Mercer Investment Consulting, as well as a registered sales assistant with Smith Barney. Mr. Peyton joined Callan Associates in 1974. Since that time, he has worked with many large institutional investors to Tracey holds an M.B.A. from the University of Chicago Booth effectively plan, structure, and evaluate investment programs, School of Business. She also has a B.A. degree from Rutgers products and organizations. He is a frequent speaker at University and studied abroad at the Université François industry investment conferences and meetings. Rabelais in Tours, France. 19 ModerAtor And SpeAker bioS Continued Mr. Peyton serves on the Board of the United Way Bay Area and is a member of its Road to Recovery Cabinet. He was previously philip SChneider, MbA Towers Watson Investment Consulting a member of the Kelley School of Business Dean's Council at Philip J. Schneider is a Director of Advanced Indiana University, and currently serves as a Dean's Council Investment Solutions for Towers Watson "Counselor." He was past President of the Governing Board Investment Consulting. He assists clients in of the Filoli Center (a National Trust for historic preservation establishing investment policies and objectives, property) where he still serves on the Executive Committee, and implementing the policy established which Compensation Committee, Audit Committee and is Chairman includes selecting investment managers, rebalancing and of the HR Committee. Mr. Peyton is a former member of the maintaining asset allocation, communication with investment Advisory Board of the University of California at Berkeley managers, and investment performance monitoring. Extension and The Castilleja School Investment Committee. From 1990 to 1999, he served on the AIMR Performance Prior to joining Watson Wyatt in 1987, Mr. Schneider had over Standards Implementation Committee. He is an advocate of the sixteen years experience with various corporations where he Vista Center for the Blind and Visually Impaired where Callan was involved in the management of pension and savings plan Associates has been a fundraising sponsor for over 20 years. assets including establishing policies and objectives, manager selection and performance measurement. In addition, Mr. Mr. Peyton is Chairman of Callan's Management Committee. He Schneider had responsibility for the administration of savings is Chairman of the Board of Directors and a shareholder of the plan programs. He was Assistant Treasurer Employee Trust at firm. Baxter Travenol Laboratories, Inc. and, prior to that, at American Hospital Supply Corporation and United Airlines. Prior to joining Callan Associates, Mr. Peyton worked with Marathon Oil Company's pension investments, in addition to Mr. Schneider holds a Bachelor of Science in Business handling other financial responsibilities. Mr. Peyton earned a Administration from the University of Illinois-Chicago, and an B.S. degree in Accounting and an M.B.A. degree in Finance at MBA in Finance from Northwestern University. He served on Indiana University. the Executive Committee of the National Investment Sponsor Federation. george reidel, MbA, CiMA T. Rowe Price Group, Inc. fernAnd SChoppig FS Associates, Inc. George Riedel is a vice president of T. Rowe Price Fernand Schoppig is the President of FS Group, Inc., T. Rowe Price Associates Inc., and T. Associates, Inc. an international financial Rowe Price Investment Services, Inc. He is head consultant specializing in money management of intermediary distribution in the Third Party counseling, both on the traditional and Distribution division of T. Rowe Price. Prior to joining the firm in alternative investment side. Furthermore, the 1998, George was a vice president of the Global Bank Group at firm has as business consulting practice that specializes in Federated Investors. He earned a B.S. in finance and economics cross-border strategic alliances in the money management from Alfred University and an M.B.A. in marketing and strategic arena, particularly between Europe and the United States. planning from the University of Pittsburgh. George is a Series 6, 7, and 63 registered representative and a Series 24 Registered Before establishing FS Associates in 1988, Mr. Schoppig ran Principal and holds his Certified Investment Management the Private Banking and Asset Management Department of Analyst (CIMA) designation. Bank Leu's New York Branch, where he was responsible for establishing global investment policy and the development of unique "niche" products in international financial planning, 20 geared towards foreign and domestic high net worth Matt received a B.A. in Economics from Hobart College (Geneva, individuals. Prior to joining Bank Leu, Mr. Schoppig was a co- NY) and is currently pursuing his MBA at DePaul University's founder and an Associate Director of SBC Portfolio Management Kellstadt Graduate School of Business. International, New York, an affiliate of UBS's predecessor Swiss Bank Corporation, specializing in global asset management for institutional clients. He was also the firm's compliance officer, bruCe SiMon, MbA, CfA directly responsible for all legal administrative and strategic Ballentine Partners planning matters. In Switzerland, Mr. Schoppig was a global Bruce is the Chief Investment Officer and a investment strategist with the Swiss Bank Corporation and Senior Investment Advisor at Ballentine Partners. other leading banks. Ballentine Partners is a globally recognized multi-family office and investment advisory Fernand Schoppig was born in Basel, Switzerland where firm with clients in the US, Canada and Europe. he received his basic education in banking and investment Its Family Office division serves families with assets of $20 management. He was awarded the Swiss Federal Banking million or more. Bruce is responsible for the oversight of all of Diploma, the highest educational degree in Swiss banking. the investment activities for the firm, and also works directly Mr. Schoppig is also a Certified Financial Planner, a Certified with a number of the firm's clients. Bruce is also a member of Investment Management Analyst and a Certified Investment the firm's Management Committee. Management Consultant. Bruce has more than 25 years of experience in the investment Mr. Schoppig, is a sought after domestic and international industry. Prior to joining Ballentine Partners, Bruce was the speaker on issues pertaining to the global investment Managing Director and Chief Investment Officer for Morgan management industry. Mr. Schoppig is a past member of the Stanley's Private Wealth Management business in New York, Board of the Institute for Certified Investment Management a specialized group of investment professionals serving family Consultants. clients with investment assets in excess of $25 million. At Morgan Stanley, Bruce managed a staff of more than 60 people responsible for asset allocation, manager research, due MAtthew ShirillA, MbA diligence and portfolio management. Before that, he served Callan Asscoiates, Inc. as Chief Investment Officer for Glenmede Trust Company in Matthew J. Shirilla is a Vice President in Callan's Philadelphia, where he was responsible for the firm's $15 billion Chicago Fund Sponsor Consulting Office. Matt in assets under management. Among his direct responsibilities works with a variety of fund sponsor clients in was the management of the Pew Charitable Trusts, one of the the Midwest region including defined benefit largest private foundations in the United States. Bruce began plans, defined contribution plans, multi-employer his investment career at Wells Fargo Bank in San Francisco in a plans, endowments and foundations. His responsibilities variety of investment management related roles. include strategic planning, implementation, performance evaluation and continuing education. Matt is also a member of Bruce received a MBA in Applied Economics from George Callan's Defined Contribution Committee. Washington University and a BS degree from Penn State University. Bruce holds the Chartered Financial Analyst (CFA) Prior to joining Callan in 2007, Matt worked as a Consultant designation. Bruce has made numerous appearances on CNBC at Stratford Advisory Group, Chicago Il., where he was a and Bloomberg television and has been quoted frequently in the consultant for institutional clients in a lead and supporting role, financial press. Bruce is a member of the CFA Institute. and led the Non-U.S./Global Equity Research Team. He also worked as a FX Options Broker Assistant at Cantor Fitzgerald. 21 ModerAtor And SpeAker bioS Continued kierAn Stover Affiliations • Evelyn Brust Financial Research and Education Foundation, Arnerich Massena Board of Trustees Kieran Stover is the director of business • AIMSE, Association of Investment Management Sales development for the Foundation and Endowment Executives, Member and Wealth Management practices at Arnerich • PAICR, Professional Association for Investment Massena, responsible for client relations, Communications Resources, Advisory Board Member and developing and generating sales, and formulating Member (former President and Board of Directors Member) marketing goals and objectives. He joined the firm in 2009. • 100 Women in Hedge Funds, Member • Toastmasters, served as President of Toastmasters, Dana Mr. Stover brings ten years of experience in sales and marketing Point, CA Chapter in the finance industry. Prior to joining Arnerich Massena, he worked with Forward Management, LLC as vice president of institutional sales and consultant relations, where he led the development of marketing collateral and established an Joe thoMAS, CfA BJC Healthcare institutional sales plan. He also served as vice president of Mr. Thomas is the Treasury Director for BJC HealthCare, a sales for Zephyr Associates, Inc., maintaining relationships with 13-hospital system with revenue of $3.4 billion and 26,500 foundations and endowments, asset managers, and consultants. employees. Joe joined BJC in 2007 and brings 20 years of Mr. Stover also served in sales and marketing at Advent investment, capital markets and treasury experience. Joe had Software, Inc. a degree in Statistics and Applied Mathematics before earning an infinitely more practical Masters in Business Administration Kieran Stover earned his Bachelor of Science in Marketing from from St. Louis University. He is a CFA charterholder since 1996. Arizona State University. He currently holds a NASAA Series 65 license and is a former FINRA Series 7 and 63 license holder. dAvid tittSworth SAlly StAlCup Investment Adviser Association Sally M. Stalcup founded Stalcup Consulting David Tittsworth is a native of the State of in 2007, which provides strategic consulting Kansas. He received his B.A. degree from the services ranging from strategic marketing and University of Kansas in 1975 and his law degree messaging, to presentation coaching, win/loss from the University of Kansas School of Law reviews and sales/client service strategies to in 1978. the financial services industry. Prior to launching Stalcup Consulting, Sally led the presentation coaching Mr. Tittsworth served a significant portion of his professional and research practices at Charnley & Røstvold, Inc. Her career in the public sector, where he held positions in all responsibilities included business development, relationship three branches of government. He began his legal career as management, and the structuring and delivery of the firm's a research attorney for the Kansas Court of Appeals in 1978. research and coaching services. Sally has 15 years of investment Thereafter, he held various positions in state government, industry experience and is a frequent speaker at industry including his appointment as Chief Counsel of the Department conferences. of Transportation in 1983, where he supervised a staff of attorneys and advised the Department on a wide variety of Prior to joining the investment management industry, Sally legal and administrative issues. In 1985, David joined the bond taught French and African Studies at Anneliese's School in counsel firm of Gilmore & Bell in Kansas City, where he advised Laguna Beach, CA. She also served as a Peace Corps Volunteer in state and municipal officials on various tax-exempt issues. Zaire (Democratic Republic of the Congo) and Cameroon, Africa. Upon moving to Washington, D.C. in 1987, Mr. Tittsworth first She holds a BA in Psychology from Arizona State University. served as Associate Staff on the House Budget Committee. He accepted a position as Senior Counsel to the House 22 Subcommittee on Transportation, Trade, and Hazardous traditional and alternative asset classes, defined contribution Materials in 1989. In 1991, he left Capitol Hill to become General plan investment structure reviews, and on-going monitoring of Counsel and a partner with a government relations firm (now various investment programs. Weston also served as the Chair Chambers, Conlon & Hartwell), where he represented the of HIG's Manager Evaluation Committee for seven years. His Investment Adviser Association and other clients. In 1992, primary research responsibilities included fixed income, non- he returned to Capitol Hill to serve as Counsel of the House US equities, and hedge fund of funds. Prior to joining Hewitt Committee on Energy and Commerce, a position he held Investment Group, Weston was an analyst at New England until joining the IAA as Executive Director and Executive Vice Pension Consultants and The Principal/EGT. He served six years President in October 1996. in the U.S. Army and Florida Army National Guard. Mr. Tittsworth oversaw the relocation of the Association's Weston earned a B.S.B.A. degree in finance (cum laude) from offices from New York to Washington, D.C. early in 1997. the University of Florida. He was received his CFA charter in Today he manages all of the Association's activities, including 1998. Weston is a member of the CFA Institute, CFA Society of its involvement in a wide variety of legislative, regulatory, Atlanta, and the Southern Employee Benefits Conference. compliance, educational, and business issues that affect the investment advisory profession. ChriStopher vellA, CfA Northern Trust Global Advisors weSton toMpkinS, CfA Christopher E. Vella, CFA, is responsible for Watson Wyatt Investment Consulting, a Towers overseeing U.S. equity manager research. Prior Watson Company to joining Northern Trust, he was a founding Weston Tompkins is the investment consulting member of Goldman Sach's external manager practice leader in the southeastern U.S. for business which consists of institutional and Watson Wyatt Investment Consulting, a Towers private client assets; he managed the international and Watson company. Weston is responsible emerging markets teams. Prior to Goldman Sachs, he was with for managing and guiding the talents and resources of the SEI Investments. investment consulting practice in the Southeast, and is located Mr. Vella graduated Phi Beta Kappa from Lehigh University with in the firm's Atlanta office. As a senior investment consultant, a BS in finance and a minor in applied mathematics. He is a Weston assists various types of clients with the design, Chartered Financial Analyst. implementation, and on-going evaluation of their investment programs. Weston is a member of Watson Wyatt's hedge fund of funds "ASK" team and target date funds "ASK" team. Weston JAy weber, MbA also is a member of WWIC's U.S. Investment Committee, Laurel Capital which is responsible for ensuring that our investment advice is Mr. Weber has 15 years of private equity, financial and business consistently delivered across WWIC's U.S. client base. development experience. Prior to co-founding Laurel in 2007, he was a Partner at MVP Capital Partners, which he joined in Weston has seventeen years of experience providing 2003. While at MVP, Mr. Weber led three platform investments investment consulting services to defined benefit plans totaling $20 million in transactions valued at more than $70 (both corporate and public), defined contribution plans (401k, million. During his tenure at MVP, Mr. Weber sourced numerous 403b, and 457), and endowments/foundations. Prior to joining proprietary investment opportunities through his extensive WWIC, Weston spent ten years as a senior investment personal and professional networks. He conducted due consultant at Hewitt Investment Group. While at HIG, diligence on both platform and add-on acquisitions, recruited Weston's responsibilities included asset/liability studies, half a dozen senior executives, and raised $40 million in capital asset allocation/spending policy studies, investment policy on behalf of his portfolio companies. development, investment manager research across various 23 ModerAtor And SpeAker bioS Continued Previously, Mr. Weber was a Business Analyst in the a number of financial positions of increasing responsibility with investment division of independent energy company Mirant AT&T, including CFO for AT&T Capital - Latin America. Robert Corporation where he focused on operations as well as has an MBA from Indiana University, and an undergraduate strategy and planning. degree in Finance from the University of Louisville. As one of a handful of recent MBA graduates recruited to complete a comprehensive management training program, Mr. kurt wood Weber focused on business opportunities in the deregulated DePrince, Race & Zollo natural gas and electricity markets as well as prospective J. Kurt Wood serves as Portfolio Manager for acquisitions for Mirant's internal venture capital group. DePrince, Race & Zollo with client service and marketing responsibilities. Mr. Wood rejoined Prior to attending graduate school at Duke, Mr. Weber his former Sun Bank Capital Management spent four years in sales and marketing at the Quaker State colleagues in 2004. Corporation. He began as a Territory Manager working in the northeast selling automotive aftermarket products to Prior to joining DePrince, Race & Zollo, he was a founder and wholesale, retail, and industrial customers. After two years, partner of JRW Partners, a consultancy dedicated to helping Mr. Weber was promoted to Associate Brand Manager of the improve the businesses of institutional money managers company's $130 million private label automotive lubricants worldwide. He began his investment career 23 years ago at business, which covered over 500 SKUs and operations in Sun Bank Capital Management and left the firm as Managing four states. Prior to Quaker State, Mr. Weber held operations Director, responsible for national marketing to plan sponsors and analyst positions at Boston-based firms Brown Brothers and consultants. Harriman and The Raymond Company. Mr. Wood is a graduate of Clemson University. He is a former Mr. Weber currently serves on the boards of the Please Touch board member and past president of the Association of Children's Museum in Philadelphia, the West Hill School and Investment Management Sales Executives (AIMSE). the Live Oak Foundation. Mr. Weber holds a B.A. degree from Wake Forest University and an MBA from the Fuqua School of Business at Duke University. briAn wright, CfA, CpA Ashland, Inc. Welker is also a member of the CFA Institute of Orlando. For the past three years, I've managed the $2.5B US Pension Plan for Ashland. During this period, we've reduced our forward looking volatility bob whitAker, MbA of funding status from 13% to 6%, by adjusting DHL Americas our asset allocation to include an interest rate Robert Whitaker is currently DHL's Treasurer for the Americas hedge, long duration bonds, and by moving 45% of the portfolio region, a post he has held for 6 years. DHL Americas is a to hedge funds. logistics and express delivery business operating in more than 30 countries with $10+ billion in revenue and over 70,000 Prior to this role, I held roles in various audit departments, employees. In his role as Treasurer, Robert is responsible for where my primary focus was forensic accounting. all areas of treasury management including US retirement plans. As chairman of the DHL Employee Benefits Committee, Brian holds both the CFA Charter and the CPA certification. Robert directly manages the company's benefits department and outside service providers. Prior to joining DHL, Robert held 24 CAllAn ASSoCiAteS booth 1 StAndArd & poor'S Money MArket direCtorieS booth 2 hibito rS liSt penSionS & inveStMentS CArne globAl AdviSorS booth 3 booth 5 ex eveStMent AlliAnCe booth 7 inforMA inveStMent SolutionS booth 9 inStitutionAl inveStor booth 10 infinity info SySteMS booth 12 r floo r plAn exhibito gArden i gArden ii food & beverAge AreA booth unoCCupied MAin entrAnCe 25 exhibitorS CAllAn ASSoCiAteS inC. booth #1 eveStMent AlliAnCe booth #7 Contact: Christine A. Moore Contact: Christy McIntyre CALLAN ASSOCIATES Inc. 5000 Olde Towne Parkway 101 California Street Suite 100 Suite 3500 Marietta, GA 30068 San Francisco, CA 94111 (678) 569-23886 email@example.com firstname.lastname@example.com www.callan.com www.evestmentalliance.com Founded in 1973, Callan Associates Inc. is one of the largest Named the "Most Influential Database" by FUNDfire in November independently owned investment consulting firms in the 2009, eVestment Alliance (eVestment) is an innovative, Web- country. Headquartered in San Francisco, the firm provides based provider of comprehensive investment information research, education, decision support, and advice to a broad and analytic technology. eVestment delivers extensive data array of institutional investors through five distinct lines of through robust, user-friendly products with an unparalleled business: Fund Sponsor Consulting, Independent Adviser commitment to client service. 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Been coming back here for years, always enjoy a fantastic meal and absolutely love their steaks, pastas, tandoori pizza and coffee!
I had their pizza full flavour. Tandoori pasta amazing and well priced. Always go there when i'm down there for brisbane.
Went with family of 5 for dinner. Size of restaurant seats under 25 customers at a time. Thus allowing staff to treat every customer with utmost attention. Food was better than expected.. Delicious n large portions for at an affordable fee. For those seeking a halal muslim food outlet in gold coast this is a must try! Would definitely go...
Very nice variation from the usual kebab fare. Portions are generous and quality excellent. Also Halal for those looking to sample continental /Italian cuisine but restricted by their dietary requirements . Service was good. Should book ahead as can be quite busy.
We ordered meals through them, to have delivered. When they arrived they could not find the place and called me perhaps four times during a time of 15-20 minutes..... Terrible... Once finally found my unit, they over-charged me, meals were still warm but one of the meals - the chips were very soggy and not properly cooked, they smell very...
We have been searching for such a long time for good pizza that isn't over priced, isn't franchised, and isn't cracked up to be something that it isn't... the wait is over!
I came here with my family and we enjoyed some friendly table service along with a beautiful gourmet meat lovers pizza and a really tasty pasta dish (boscaiolo)...
Pizzas in this cafe are very good. The seating is limited and the shop is over crowded with people waiting for take away pizzas. Try the tandoori chicken pizza. I found the service was not that good, not much customer interaction and people get frustrated waiting too long for both dine in and take away orders. Go there early and...
A great little place in the heart of Chirn Park run by nice people. The Tandoori Chicken pizza is second to none the best pizza around!! It is also BYO and for a casual night out or catch up is a great place to go.
My wife and I now visit this restaurant whenever we are on the Gold Coast. The food is second to none and the the host/owner is a gentleman who goes out of his way to make sure everything is 110%.
No visit to the GC is complete without a visit to this restaurant.
Top food prices are realistic not a rip off top staff with a good attitude towards all customers already been back a couple of times since and will be back many times again in the future you boys couldn't get any better thanks I've been looking for 4 years finally found a top cafe you leave the rest for dead
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