ALTSCHI is hosted by the CFA Society Chicago, the CAIA Association and Markets Group. This event provides participants with an education-focused agenda, and features leaders from the fields of private equity, venture capital, real estate, hedge funds, infrastructure and other sectors of the alternative investment market.
ALTSCHI has been developed for:
Shundrawn A. Thomas, Former President, Asset Management, Northern Trust
A member of Northern Trust’s management group, Shundrawn is President of Northern Trust Asset Management, entrusted with more than $1 trillion of assets. Shundrawn is recognized for his strong vision, inspiring excellence and mentoring countless individuals to achieve greater through both hisprofessional work and extensive community involvement. Deeply committed to advancing diversity, equity, and inclusion within financial services, he encourages leaders to move from words to action. Black Enterprise has twice named him one of the “Most Powerful Black Executives in Corporate America”.
Johara Farhadieh, Executive Director and Chief Investment Officer, Illinois State Board of Investment
Johara Farhadieh serves as the Executive Director and Chief Investment Officer dedicating over 13 years of her career to the Illinois State Board of Investment (ISBI). She oversees a $25.0 billion-dollar defined benefit fund and a $6.0 billion-dollar defined contribution plan on behalf of 156,000 beneficiaries. In this position, Mrs. Farhadieh is responsible for leading ISBI including all investment operations, managing and executing ISBI’s investment policies and assisting the Trustees in the strategic direction of ISBI. In addition, Mrs. Farhadieh also leads the continued effort of promoting diversity, equity and inclusion within ISBI.
Angela Miller-May, Chief Investment Officer, Illinois Municipal Retirement Fund (IMRF)
Ms. Miller-May currently serves as the Chief Investment Officer for the Illinois Municipal Retirement Fund, a $55.8 billion pension fund that services a membership of over 178,000 active members, 262,000 inactive members, 138,000 retired members and over 3,025 employers. She focuses on providing strategic portfolio construction, excellent manager selection and rigorous due diligence and provides leadership to a team of investment professionals in meeting IMRF’s investment goals.
Joe Aguilar, Chief Investment Officer, Illinois State Treasurer's Office
Mr. Aguilar directs seven investment portfolios spanning across public and private market investments on behalf of the Illinois Treasury’s combined $48 billion investment portfolio including the Illinois Growth and Innovation Fund, a $1B impact investment fund investing across venture, buyout and private credit, two 529 College Saving Plans, the State’s Achieving a Better Life Experience program, Student Innovation Investments, Infrastructure Development Account, and the Secure Choice Retirement Savings Program. As the Chief Investment Officer, Mr. Aguilar leads all aspects of investment implementation, including the development of processes and procedures, the Office’s sustainable investment strategy, and the selection of investment products and managers. He is responsible for leading the investment team and the stewardship for all investments and external public and private market investment managers including venture, private equity, and private credit managers invested through the office’s platforms.
Katharine Wyatt, CFA Chief Investment Officer Loyola University Chicago
Travis Shore, CFA Chief Investment Officer University of Illinois Foundation
Catherine Ulozas Chief Investment Officer Drexel University Endowment
Bradley Bond Vice President of Treasury University Hospitals Health System
Carlton Lenoir Executive Director Chicago Teachers’ Pension Fund (CTPF)
Aoifinn Devitt Chief Investment Officer Moneta Group
Keith Cardoza Chief Investment Officer Brownson, Rehmus & Foxworth
Philip Huber Chief Investment Officer Savant Wealth Management
Mary Bates Managing Principal, Private Markets Meketa
Sharcus Steen, CAIA Director of Investments University System of Maryland Foundation
Jeremy Heer CFA, CAIA, Senior Portfolio Manager, Strategy The University of Chicago
Steve Swanson Executive Director Chicago Park Employees’ Annuity and Benefit Fund
Debra Schwartz Managing Director, Impact Investing MacArthur Foundation
Neal Graziano Director of Investments W. K. Kellogg Foundation
Scottie D. Bevill Senior Investment Officer, Global Income Strategies Teachers' Retirement System of the State of Illinois
Shan Chen Lead Portfolio Manager Arizona Public Safety Personnel Retirement System
Kimberly DuBuclet Trustee and Commissioner Metropolitan Water Reclamation District of Greater Chicago
Please note only corporate email addresses will be accepted only.
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NEXT BEST MOVE IN ALTERNATIVES
As the controversy around alternatives carries on, investors voice the opportunity in cash and fixed income investment strategies.
HEDGE FUND INVESTMENT STRATEGIES
Creating a dialogue around the opportunities in this volatile market through credit investing, long/short equity, market neutral, global macro, convertible arbitrage and liquid alternatives.
PRIVATE WEALTH & HEDGE FUNDS
As hedge funds continue to be important to family offices, wealth managers and private banks, investors will discuss the rise in their allocation.
INSTITUTIONAL PORTFOLIO CONSTRUCTION
Discussing hedge fund manager selection, addressing over-diversification mistakes and understanding both the art and science of developing a successful portfolio for pensions, endowments and foundations.
MACROECONOMICS & GLOBAL TRENDS
Comparing and contrasting global macro conditions and investment performance.
GROWING OPPORTUNITIES IN PRIVATE DEBT
Asset owners aim to get in on the opportunities in private debt and credit and are increasingly looking at impact investing as an alternative.
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|