ALTSSV, hosted by CFA Society San Francisco, CAIA San Francisco and the CalALTS Association, is an education-focused alternative investment event designed to bring the investor community together for a full day of dialogue and discussion on the most relevant topics facing investors and managers today.
ALTSSV is a hot spot for those seeking the very latest in alternative investment news and developments. ALTSSV is specifically designed to provide relevant, education-focused content for individuals who manage, advise, allocate to, or oversee alternative investments. With leading allocating and management firms, the agenda will include topics such as global asset allocation, risk management, private markets, real assets, alternative beta strategies, private equity, hedge funds, ESG, crypto and more.
Barry Eggers, Founding Partner, Lightspeed Ventures
A founding partner at Lightspeed, Barry is something of a Silicon Valley pioneer. In late 1999, he and Chris, along with Ravi Mhatre and Peter Nieh, set out to found Lightspeed. In addition to building out the firm, Barry specializes in information technology infrastructure with a focus on analytic platforms, cloud, IoT, networking, and emerging infrastructure. It’s this emotional intelligence that has enabled him to foster strong relationships throughout the valley, which he says are just as important as big ideas when it comes to building great companies. That’s why he focuses his efforts on providing leverage to entrepreneurs rather than creating overhead.
Barry currently serves as Chair of the National Venture Capital Association (NVCA) Board of Directors.
Dan Bienvenue, Deputy Chief Investment Officer, Total Portfolio, CalPERS
Dan Bienvenue assumed the role of deputy chief investment officer, total portfolio, in April 2020.
As deputy chief investment officer, Dan oversees total fund investment and operational strategies and collaborates with the managing investment directors and their teams to implement asset allocation and investment strategies. He also oversees the Investment Office’s business management needs, including strategic planning, financial reporting, expense management, and talent management.
He joined CalPERS in September 2004. During his tenure Dan has held several leadership roles with the Investment Office, including concurrent roles as the interim chief operating investment officer and deputy chief investment officer, total portfolio, as well as managing investment director of Global Equity. He served as the managing investment director overseeing Global Equity from 2014-20, and as senior portfolio manager in Internal Equity.
Prior to CalPERS, Dan was a principal and senior portfolio manager with Barclays Global Investors (BGI), leading an international equity portfolio management team responsible for $55 billion across developed and emerging markets. Before BGI, his work experience includes sales and trading in the analyst program with J.P. Morgan Securities in New York.
Dan graduated Phi Beta Kappa with a bachelor's degree in economics, cum laude, from the
University of California, Davis, where he was an Academic All-American in wrestling. He also
holds both the CFA and CAIA charters.
Alison Romano, Chief Executive Officer & Chief Investment Officer, San Francisco Employees’ Retirement System (SFERS)
Alison Romano currently serves as Chief Executive Officer and Chief Investment Officer of the San Francisco Employees’ Retirement System (SFERS). As SFERS’ top executive, Ms. Romano is responsible for all investments and operations, including prudently overseeing pension trust assets, administering mandated benefits programs, and ensuring the promised benefits to the active and retired members of the City and County of San Francisco.
Prior to SFERS, Ms. Romano was Deputy Chief Investment Officer at the Florida State Board of Administration (SBA), an organization responsible for investing $250 billion in defined benefit, defined contribution, and other assets. In this role, she provided strategic leadership and oversight of the SBA’s internal and external investment portfolios and supported the development and implementation of investment policies and the strategic plan. She also served as Senior Investment Officer, Global Equity, responsible for directing the investment of over $85 billion in active and passive strategies globally, and Senior Portfolio Manager, providing broad oversight of active managers and identifying new investment strategies within Global Equity.
Before joining the SBA, Ms. Romano held various positions at Goldman, Sachs & Co., last as Vice President in Investment Banking where she advised healthcare companies on mergers and acquisitions, financings, and strategic alternatives.
Ms. Romano graduated summa cum laude with a BSE in Bioengineering from the University of Pennsylvania and a BSEcon from The Wharton School.
Mark Anson, CFA, CAIA, Chief Executive Officer & Chief Investment Officer, Commonfund
Mark Anson is the Chief Executive Officer and Chief Investment Officer of the Commonfund and Chairman of the Board of Commonfund Capital Inc. and Commonfund Asset Management Company. Previously, he was the President and Chief Investment Officer for the Bass Family Office of Ft. Worth, Texas which was recognized as Family Office of the Year for 2014 & 2015. He was the President and Global Head of Investment Management at Nuveen Investments, a full-service asset management company with over $900 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive Officer and Chief Investment Officer for the British Telecom Pension Scheme (BTPS), the largest institutional investor in the UK with assets of £55 billion.
In addition, Mark was the CEO of Hermes Pensions Management in London, a £60 billion asset management company that is wholly owned by the BTPS. Prior to joining BTPS, he served as the Chief Investment Officer of the California Public Employees' Retirement System, the largest institutional investor in the United States with over $400 billion in assets. Mark is currently the Chairman of the Investment Committee for the $65 billion UAW Medical Benefits Trust. He also serves on the Law Board of the Northwestern University School of Law, and the Board of the Toigo Foundation. He is the only person to serve on the Board of Governors for both the CFA Institute and the CAIA Association. He was an inaugural member of the SEC Investor Advisory Committee and the Chairman of the Board for the International Corporate Governance Network.
Mark has published over 90 investment articles in professional journals and has won three Best Paper Awards. He is the author of five financial textbooks including the Handbook of Alternative Assets, which is the primary textbook used for the Chartered Alternative Investment Analyst program. Mark earned a B.A. in Economics and Chemistry from St. Olaf College, a Ph.D. and Masters in Finance from Columbia University Graduate School of Business, and a J.D. from Northwestern University School of Law, all with honors. He has also received several industry awards in recognition of his leadership in asset management including the Lifetime Achievement Award in Pension Fund Management from Plan Sponsor and the CAIA Leadership Award from the CAIA Association. Last, Mark has earned the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Public Accountant, and Chartered Global Management Accountant professional degrees, and he is a Member of the Law Bar of New York and Illinois.
Steve Davis Chief Investment Officer Sacramento County Employees Retirement System
Raelan Lambert Global Alternatives Leader Mercer
Donald Kendig Retirement Administrator Fresno County Employees' Retirement Association
Howard Coleman Chief Investment Officer, General Counsel Coldstream Capital Management
Tarrell Gamble Trustee Alameda County Employees’ Retirement Association
Stephen Biggs Principal, Chief Investment Officer HC Financial Advisors
Kevin Gahagan Managing Director Wealthspire
Eric Thurber Managing Director Three Bridge Wealth Advisors
James McCallum Chief Financial Officer Sacramento Region Community Foundation
John Bowman CFA, Executive Vice President CAIA Association
Andrew Collins Director of ESG & Responsible Investing San Francisco Employees' Retirement System (SFERS)
Yvette Butler Chief Executive Officer Hive Wealth by Impart
Anne O’Brien Chief Executive Officer CFA Society San Francisco
Keynote Moderator: Zack Ellison Managing Partner & Chief Investment Officer A.R.I. Venture Debt Opportunities Fund
Renuka Kumar, CFA Managing Director, VC Relationships Silicon Valley Bank
Brendan Folan Senior Investment Director Cambridge Associates
Thomas Kim, CAIA President & Chief Investment Officer The Agnew Company
Jane Leung, CFA Head of Investment Solutions, SVB Wealth Advisory, Inc. SVB Private
Pouya Taaghol, PhD Founder, Chief Executive Officer Big Data Federation, Inc
Ken Frier, CFA Chief Investment Officer Atlas Capital Advisors
Rose Dean, CFA Managing Director Wilshire
Paige Mueller, CRE Managing Principal Eigen 10 Advisors, LLC
Joe Marenda Partner and Global Head of Digital Assets Investing Cambridge Associates
Mariia Eroshin, CFA,CFP®,CPA,MBA CEO, CFO, Head of Family Office Single Family Office
Michael Krems Partner, Private Equity Portfolio Strategies Aksia
Frank Berry, CFA Client Portfolio Manager FS Investment Solutions, LLC
Octavio Sandoval, CFA, CAIA Director of Investments Illumen Capital
Scott Lummer, Ph.D., CFA Managing Director Mariner Wealth Advisors
Robin Fink President CalALTs
Eric Ball Co-Founder & General Partner Impact Venture Capital
Thomas Hester Managing Director, San Francisco StepStone Group
Anne Casscells Chief Investment Officer Aetos Alternatives Management
Tyler Cloherty, CFA Managing Director Deloitte Consulting LLP
Dhinesh Ganapathiappan Senior Investment Officer & Head of Private Markets City of San José
Greg Friedman Managing Principal, Chief Executive Officer Peachtree Hotel Group
Frank Kyungsik Lee Managing Director & President of San Francisco Office Korea Investment Corporation
Andrew Karsh Co-Founder and General Partner Bay Bridge Ventures Management
Sandip Bhagat Chief Investment Officer Whittier Trust Company
Dr. John Claisse Chief Executive Officer Albourne Group
Anna Langs, CFA, FRM Managing Director, Asset Allocation, Risk Management, Innovative Solutions San Francisco Employees’ Retirement System
John Jordan, CFA Vice President, ETF Specialist Goldman Sachs
John Ailanjian, CFA General Partner & Chief Investment Officer Next Play Capital
Faraz Shooshani Managing Director | Senior Private Markets Consultant Verus Investments
Don Friedman President Digital Assets Council of Financial Professionals (DACFP)
Shami Patel Managing Director Cohen & Company Asset Management
Brad Craig, CFA, CAIA, Senior Vice President, CIBC Private Wealth Management
John Czerwionka Regional Director Northern Trust
Neel Lilani Global Head, Tech Clients Orrick, Herrington & Sutcliffe LLP
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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.|