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About
Fund Evaluation Group (FEG) is an employee-owned, full-service investment advisory firm.
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Research & Literature
FEG's research blends bottom-up manager due diligence and top-town macroeconomic perspectives.
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Conferences
This is where you'll learn about FEG-sponsored conferences, webinars, and other speaking events.
- AGENDA
- EDUCATION SESSIONS
- PRE-CONFERENCE WORKSHOP
- MAPS & DIRECTIONS
- PRESENTATIONS
- SPEAKERS
- HOTEL RECOMMENDATIONS
- CONTINUING EDUCATION CREDITS
- CONTACT US
Speakers
SPEAKERS
Primary Speakers: James Grant Jeffrey Gundlach Eric Mindich Michael Oyster T. Boone Pickens Karthik Ramanathan Karl Rove Jenny Strasburg
Education Sessions: Nolan Bean Russ Bernard Keith Berlin Maria Boyazny Russell Fuller John Hock Christian Busken Greg Houser Victor Khosla Christopher Meyer Steven Orbuch David Sherman
Primary Speakers
James Grant
Founder and Editor / Grant's Interest Rate Observer
James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. Among his books is the newly published Mr. Speaker! The Life and Times of Thomas B. Reed, the Man Who Broke the Filibuster (Simon & Schuster). He is, in addition, the author of five books on finance and financial history: Bernard M. Baruch: The Adventures of a Wall Street Legend (Simon & Schuster, 1983); Money of the Mind (Farrar, Straus & Giroux, 1992);, Minding Mr. Market (Farrar, Straus & Giroux, 1993); and The Trouble with Prosperity (Times Books, 1996), and Mr. Market Miscalculates (Axios Press, 2008). His John Adams: Party of One, a biography of the second president of the United States, was published in March 2005 by Farrar, Straus & Giroux.
Mr. Grant’s television appearances include “60 Minutes,” “The Charlie Rose Show,” “CBS Evening News,” and a ten-year stint on Wall Street Week. His journalism has appeared in a variety of periodicals, including the Financial Times, The Wall Street Journal and Foreign Affairs, and he contributed an essay to the Sixth Edition of Graham and Dodd’s Security Analysis (McGraw-Hill, 2009).
Mr. Grant, a former Navy gunner’s mate, is a Phi Beta Kappa alumnus of Indiana University. He earned a master’s degree in International Relations from Columbia University and began his career in journalism in 1972 at the Baltimore Sun. He joined the staff of Barron’s in 1975 where he originated the Current Yield column. He and his wife, Patricia Kavanagh, M.D., live in Brooklyn. They are the parents of four grown children.
Jeffrey Gundlach
CEO and CIO, Principal, and Co-Founder / DoubleLine Capital LP
Mr. Gundlach is the co‐founder, Chief Executive Officer and Chief Investment Officer of DoubleLine. He was formerly associated with TCW, where he was Chief Investment Officer and head of fixed income activities. He is recognized as a leading expert in mortgage-backed securities and investment asset allocation. His investment strategies have been featured in leading publications including The New York Times, The Wall Street Journal, Barron’s, Forbes, Pensions & Investments, and Institutional Investor. Morningstar nominated Mr. Gundlach for Fixed Income Manager of the Year for multiple years, and he won the award in 2006. In 2009, he was nominated by Morningstar for Fixed Income Manager of the Decade. In 2010, Mr. Gundlach was named to the SmartMoney Power 30 and one of the seventeen most influential people by The Mutual Fund Wire. He is a graduate of Dartmouth College summa cum laude, holding a B.A. in Mathematics and Philosophy. He attended Yale University as a Ph.D. candidate in Mathematics.
Eric Mindich
CEO / Eton Park Capital Management
Eric Mindich is a partner and Chief Executive Officer of Eton Park. Prior to forming Eton Park in 2004, Eric spent fifteen years at Goldman Sachs in two main roles: leading the Equities Arbitrage business and managing the Equities Division. Eric joined Goldman Sachs in 1988 in the Equities Arbitrage department and led that team from 1992 until 2000. At age 27 he became the youngest partner in the history of Goldman Sachs. In 2000, Eric became Co-Chief Operating Officer of the Equities Division and in 2002 became Co-Head of the Equities Division and a member of the Goldman Sachs Management Committee. In 2003, he joined the Executive Office as Senior Strategy Officer and Chair of the Firmwide Strategy Committee.
Eric serves as President of the Lincoln Center Theater Board of Directors, and as a trustee of The Mount Sinai Medical Center, Inc., The Andrew W. Mellon Foundation, and The Horace Mann School. He served as a director of the Harvard Management Company from 1996 to 2004. Eric also served as chair of the Asset Managers Committee established by the President’s Working Group on Financial Markets (PWG) formed to foster a dialogue with the PWG on issues of significance to the alternatives investment industry and the market.
Eric graduated from Harvard College in 1988, summa cum laude, with a BA in Economics, and was elected to Phi Beta Kappa.
>Michael Oyster, CFA
Portfolio Strategist, Managing Principal / Fund Evaluation Group, LLC
Mike Oyster is a Managing Principal at Fund Evaluation Group, LLC (FEG). As a consultant, he is responsible for research, education, portfolio construction, client service, and client development. Mike is also a member of FEG’s Investment Policy Committee.
He earned a B.B.A. in Finance from the University of Cincinnati, and as a member of the CFA Society of Cincinnati, Mike holds the Chartered Financial Analyst designation. Mike has been an FEG team member since 1999 and an investment professional since 1994.
In 2005, Mike authored Mission Possible, Achieving Outperformance in a Low-Return World, published by Dearborn Trade. Prior to joining FEG, Mike was a Senior Quantitative Analyst at Schaeffer Investment Research, Inc., where he conducted studies on markets, trends, stocks, and options.
T. Boone Pickens
Oil and Gas Entrepreneur / Energy Expert
A legendary oil and gas entrepreneur who has become the nation’s most effective energy expert, T. Boone Pickens is on a mission to enhance U.S. energy policies to lessen the nation’s dependence on OPEC oil—a reliance that he views as the greatest threat to America’s national security and economic well-being. Cited by President Barack Obama for his leadership in developing The Pickens Plan for America’s energy future, the entrepreneur and visionary has long been an advocate for harnessing domestic alternatives and developing even greater new technologies. He has not been shy in predicting oil and gas prices, and has been uncannily accurate. As a result, he is a frequent guest on some of the nation’s most-watched business programs (CNBC coined him the “Oracle of Oil”).
In his keynote presentations, Pickens showcases his folksy, candid, no-holds-barred approach to solving America’s energy crisis as well as the lessons he has learned over the course of his outstanding professional life. Truly an American success story, he grew from humble beginnings in Depression-era Holdenville, Oklahoma, to be one of the nation’s most successful businessmen, gracing the cover of Time, Fortune, and virtually every other major business publication in America. A folk hero in global business for his tenacity in the rough-and-tumble world of mergers and acquisitions, his career has staggering breadth. He first built and led one of the largest independent natural gas and oil companies. Then, at a time in his life when many of his peers retired to the golf course, he reinvented himself by establishing one of the nation’s most successful energy-oriented investment funds.
The much-honored Pickens chronicles the lessons he learned during the journey in his best-selling 2008 autobiography The First Billion Is the Hardest: Reflections on a Life of Comebacks and America’s Energy Future. Ranked by Forbes as one of the world’s richest people, Pickens also is an innovative, committed philanthropist who has donated $1 billion to charity. His impact on American culture reflects his many interests and passions, including an unyielding belief in the entrepreneurial spirit, leadership in corporate fitness, the need for alternative fuel development, and prudent stewardship of American lands.
Karthik Ramanathan
Senior Vice President and Director of Bonds / Fidelity Management & Research Company (FMRCo)
Karthik Ramanathan is a Senior Vice President and Director of Bonds for the Fixed Income Group within Fidelity Management & Research Company (FMRCo). Mr. Ramanathan is responsible for leading the institutional portfolio management team, which serves as the principal conduit between fixed income portfolio managers and key constituencies in the institutional investment community–e.g., current and prospective clients, consultants, and other marketplace participants.
Mr. Ramanathan joined Fidelity in June 2010. Earlier in his career, Mr. Ramanathan served as Assistant Secretary for financial markets for the U.S. Department of the Treasury beginning in 2008. In that role, he oversaw matters involving Treasury financing, public debt management, Federal regulation of financial markets, and related economic matters.
From 2005 to 2008, Mr. Ramanathan served as Director of the Office of Debt Management for the Treasury Department, and directed the issuance of over $8 trillion in Treasury securities across bills, notes, bonds, and inflation-indexed notes.
Before joining the U.S. Treasury, Mr. Ramanathan worked at Goldman, Sachs & Co. in New York and London from 1994 to 2003, serving as Vice President in the Foreign Exchange Division.
Mr. Ramanathan received a Bachelor of Arts degree in Mathematics and Economics, Summa Cum Laude, from Columbia University.
Karl Rove
• Former Deputy Chief of Staff and Senior
Advisor to President George W. Bush
• Author, “Courage and Consequence”
• Fox News Contributor
• Wall Street Journal Columnist
Karl Rove served as Senior Advisor to President George W. Bush from 2000–2007 and as Deputy Chief of Staff from 2004–2007. At the White House, he oversaw the Offices of Strategic Initiatives, Political Affairs, Public Liaison, and Intergovernmental Affairs, and was Deputy Chief of Staff for Policy, coordinating the White House policy-making process.
Karl has been described by respected author and columnist Michael Barone in U.S. News & World Report as “…unique…no Presidential appointee has ever had such a strong influence on politics and policy, and none is likely to do so again anytime soon.” Washington Post columnist David Broder has called Karl a master political strategist
whose “game has always been long term…and he plays it with an intensity and attention to detail that few can match.” Fred Barnes, executive editor of The Weekly Standard, has called Karl “the greatest political mind of his generation and probably of any generation… He knows history, understands the moods of the public, and is a
visionary on matters of public policy.”
Before Karl became known as “The Architect” of President Bush's 2000 and 2004 campaigns, he was president of Karl Rove + Company, an Austin-based public affairs firm that worked for Republican candidates, non-partisan causes, and non-profit groups. His clients included over 75 Republican U.S. Senate, Congressional, and gubernatorial candidates in 24 states, as well as the Moderate Party of Sweden.
As a Fox News contributor, Karl provides a “genuine feel of inside knowledge,” says David Zurawik, Baltimore Sun television critic. Megan Garber, of the Columbia Journalism Review, says Karl has “focused his punditry on what he knows best: strategy.” Even the New York Times acclaims that “Rove's substantive contributions may now inspire a little work ethic among the celebrity talking heads who may be forced to bring to the news a little more data and a little less opinion, a recalibration that would be welcome to its devoted viewers.”
Jenny Strasburg
Reporter / The Wall Street Journal
Jenny Strasburg is a reporter for The Wall Street Journal in the Money & Investing bureau and is based in New York. She covers Wall Street firms, private-investment funds, and trading more broadly.
Prior to joining the Journal in March 2008, Ms. Strasburg was a staff writer for Bloomberg News in New York from mid-2006 to February 2008. She previously worked as a reporter for the San Francisco Chronicle and the former San Francisco Examiner, as well as the Corpus Christi Caller-Times and San Angelo Standard-Times in Texas.
Ms. Strasburg was born in Kansas City, Missouri, grew up in New Mexico, and earned a bachelor's degree with honors in Journalism from New Mexico State University. In 2006, she completed the Knight-Bagehot Fellowship in Economics and Business Journalism at Columbia University.
Ms. Strasburg was part of a Wall Street Journal reporting team that won a Gerald Loeb Award in 2011 for coverage of the 2010 Flash Crash. Ms. Strasburg also was on a team separately named 2011 Loeb finalists for the Journal’s widely followed coverage of insider-trading investigations and the flow of nonpublic information on Wall Street.
Education Sessions
Nolan Bean, CFA, CAIA
Managing Principal / Fund Evaluation Group, LLC
Session: Risk-Based Approach to Portfolio Construction
Nolan Bean is a Managing Principal at FEG. A member of the CFA Society of Cincinnati Board of Directors, Nolan holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. As a consultant and member of FEG’s Investment Policy Committee, Nolan’s responsibilities include investment philosophy, portfolio construction, investment manager selection, and endowment/foundation management.
He received his M.B.A. in Quantitative Analysis and Finance from the University of Cincinnati and earned a B.S.B.A. in Finance from Georgetown College. Nolan has been an FEG team member since 2004 and an investment professional since 2002. Nolan was named “2011 Nonprofit Consultant of the Year” by Foundation & Endowment Money Management. Prior to joining FEG, Nolan worked for Waddell & Reed Financial Services and participated in the Ewing Marion Kauffman Entrepreneur Internship program. Nolan is also on the advisory board of the Georgetown College PGA First Tee Scholars Program.
Keith Berlin
Senior Vice President — Director of Global Fixed Income and Credit / Fund Evaluation Group, LLC
Session: Assessing the European Investment Landscape
Keith joined Fund Evaluation Group, LLC (FEG) in 2000 and is Senior Vice President / Director of Global Fixed Income and Credit. In this capacity, he is responsible for conducting primary research on fixed income managers and strategies across liquid, semi-liquid, and illiquid investment opportunities. As leader of the Global Fixed Income Sector Team, he is responsible for driving strategic and tactical fixed income asset allocation recommendations to the Investment Policy Committee at FEG. Prior to joining FEG, Keith worked on the short-term funding desk at Fifth Third Bank and was a Research Analyst at Schaeffer's Investment Research. In 2008, he was recognized by Institutional Investor as one of the "20 Rising Stars of Fixed Income." He also sits on the advisory board of two private equity funds, one of which is focused on distressed debt and the other to mezzanine debt. Keith holds an M.B.A degree from Thomas More College and a B.A. in Economics from the University of Kentucky.
Russ Bernard
Managing Principal / Westport Capital Partners LLC
Session: Outlook for Real Estate: The Long and Winding Road to Recovery
Russ Bernard is the Managing Principal at Westport Capital Partners LLC, an investment management company focused exclusively on opportunistic and distressed real estate investments. The company was founded in 2005, and invests in real estate through direct and indirect property ownership, and through public and private real estate securities and financial instruments. It focuses specifically on value-added transactions, distressed assets, and development opportunities both domestically and internationally.
Prior to founding Westport Capital Partners LLC, Mr. Bernard was a Principal at Oaktree and the Portfolio Manager for Oaktree's real estate funds. He was responsible for the management of a series of closed-end real estate funds with over $2 billion in total committed capital. His team consisted of 12 professionals who assisted in the investment and management of Oaktree's real estate portfolio. Prior to joining Oaktree in 1995, Mr. Bernard was a Managing Director of TCW and Portfolio Manager of the TCW Special Credits Distressed Mortgage Fund. Prior to his tenure at TCW, Mr. Bernard was a partner in Win Properties, Inc., a national real estate investment company. During his eight years with the firm, he was responsible for the acquisition, financing and operation of a national real estate portfolio. Before joining Win Properties, Mr. Bernard was with Time Equities, Inc., a New York real estate company, for three years. Prior to that, he was a Staff Accountant at Price Waterhouse in New York. Mr. Bernard is the previous Chairman of the Board of Lodgian, Inc. a Delaware corporation that was listed on the American Stock Exchange. Mr. Bernard holds a B.S. in Business Management and Marketing from Cornell University.
Maria Boyazny
Founder and Chief Executive Officer / MB Global Partners, LLC
Session: Assessing the European Investment Landscape
Maria Boyazny is the Founder and Chief Executive Officer of MB Global Partners, LLC, a multi-manager platform focused on all areas of credit and distressed securities markets. Prior to launching MB Global in partnership with G2 Investment Group in 2010, Ms. Boyazny was a Managing Director and Portfolio Manager at Siguler Guff & Company, a New York-based private equity firm with assets under management of $8.5 billion. Ms. Boyazny oversaw Siguler Guff’s flagship Distressed Opportunities Funds I, II, III and IV, with assets under management of approximately $4.5 billion, one of the largest institutional fund-of-funds focused on distressed and turnaround investing around the world. In this capacity, Ms. Boyazny designed fund strategy, identified potential investments, negotiated terms and conditions, as well as selected direct investment opportunities.
Ms. Boyazny was a member of Siguler Guff’s Investment Committee and was involved in all aspects of its investment activities. She is active in researching theoretical issues and their application to successful strategies for distressed and turnaround investing in various markets. Ms. Boyazny is the author of several publications, a frequent conference speaker and media commentator, including Fox Business and Bloomberg TV, focusing on various aspects of the restructuring and distressed securities business worldwide. Ms. Boyazny served on the Advisory Boards of many leading firms investing in restructuring and distressed situations in the U.S., Asia and Europe.
Prior to joining the firm in 1997, Ms. Boyazny was a member of the Investment Banking Division of Smith Barney Inc., where she specialized in providing merger & acquisition and other corporate finance services to financial institutions. Ms. Boyazny graduated with a degree in Economics, with a concentration in Finance and minor in Mathematics, from the Wharton School at the University of Pennsylvania. She received her M.B.A. from Columbia University.
Christian Busken
Senior Vice President — Director of Real Assets / Fund Evaluation Group, LLC
Session: Outlook for Real Estate: The Long and Winding Road to Recovery
Mr. Busken is a Senior Vice President in FEG’s research department and Director of the real assets sector team. As head of the real assets research effort, he is responsible for strategic and tactical allocations in the sector through FEG’s Investment Policy Committee. He is also responsible for developing strategy and sourcing, conducting due diligence, and monitoring private real assets investment opportunities in the areas of public and private real estate, commodities, private energy, timber, agriculture, infrastructure, and resource–related investments. He is responsible for communicating recommendations in the real assets segment to FEG’s client base. Additionally, he is a frequent speaker in the institutional investment community, particularly regarding commodities, natural resources, and the private energy markets.
He has been an investment professional since 2002, when he joined FEG following completion of his graduate studies in international business. Prior to graduate school, he worked at Franklin Templeton, where he was responsible for marketing and client service. Prior to assuming responsibility for leading the real assets effort, he was responsible for sourcing, conducting due diligence, and monitoring recommended international and domestic equity managers.
He earned a B.A. in International Relations from Brigham Young University and an M.B.A. degree from Thunderbird, The Garvin School of International Management.
Russell Fuller, CFA, PhD
Chief Investment Officer / Fuller & Thaler Asset Management, Inc.
Session: Behavioral Finance: How to Succeed Despite Yourself
Dr. Fuller is founder and president of the firm and oversees its research and investment activities. He founded the firm in 1993 and has 41 years of investment experience. His four-decade long experience spans academic research to investment management. Prior to establishing Fuller & Thaler, he worked at two investment management firms, and began his investment career as a security analyst with a brokerage firm that later merged with Paine Webber. In the academic field, his last position was Chairman of the Finance Department at Washington State University. He has also held positions at the University of British Columbia, Canada, and the University of Auckland, New Zealand.
Dr. Fuller has published an investment textbook and numerous journal articles. He has served on the editorial board for the Financial Analysts Journal and is currently on the advisory board for the Journal of Portfolio Management. Dr. Fuller received the Graham & Dodd award from the Association for Investment Management and Research for his paper entitled “Predictability Bias.” He has served on the Board of Directors of the CFA Society of San Francisco and in 2006 was presented with their Distinguished Member Award in appreciation of his leadership and dedication to the financial community. Dr. Fuller received his BA, MBA and PhD (in finance) from the University of Nebraska, and he holds the Chartered Financial Analyst designation. He is a shareholder of the firm and Chairman of the Board of Directors.
John Hock, CFA
Founder, Chief Investment Officer / Altrinsic Global Advisors, LLC
Session: Assessing the European Investment Landscape
Mr. Hock is the founder and Chief Investment Officer of Altrinsic Global Advisors with primary research responsibility for the financial industry. Prior to founding Altrinsic, Mr. Hock was Senior Vice President, Portfolio Manager, and member of the Investment Strategy Committee at Hansberger Global Investors, Fort Lauderdale, Florida. Before joining Hansberger in 1996, he was a Vice President and Senior Analyst in the Global Securities Research and Economics Group at Merrill Lynch where his analysis focused on overseas equities. Mr. Hock holds a Chartered Financial Analyst designation. He received a B.S. in Applied Economics from Cornell University and a M.B.A. in Finance from New York University.
Greg Houser, CFA
Vice President / Fund Evaluation Group, LLC
Session: Behavioral Finance: How to Succeed Despite Yourself
Greg Houser is a Vice President at FEG. A member of the CFA Society of Cincinnati, Greg holds the Chartered Financial Analyst designation. As a Vice President of Research, Greg’s responsibilities at FEG include global equities, investment philosophy, education, and research oversight.
He received his M.B.A. in Finance from the Katz Graduate School of Business at the University of Pittsburgh and earned a B.S. in Finance and General Business from Miami University. Greg has been an FEG team member since 2008 and an investment professional since 1994.
Prior to joining FEG, Greg worked for JPMorgan Asset Management as a Vice President of Fixed Income. His responsibilities at JPMorgan included portfolio risk management and the evaluation of the investment advisory practice as part of the investment management audit group. Prior to JPMorgan, Greg worked for Federated Investors.
Victor Khosla
Founder, Chief Investment Officer, and Senior Managing Director / Strategic Value Partners (SVP)
Session: Assessing the European Investment Landscape
Mr. Khosla established SVP in 2001. He is Chief Investment Officer for the various funds and oversees $4 billion in AUM. From 1999 to 2002, he managed a $671 million fund that invested in distressed debt in Japan in a joint venture with Moore Capital Management, LLC. From 1998 to 1999, Mr. Khosla was President of Cerberus Capital Management, L.P., where he participated in the management of a $5 billion private investment fund focused on distressed assets and had primary responsibility for building the Japanese business. From 1993 to 1998, he was a Managing Director and Co-Head of the Distressed Products Group at Merrill Lynch & Co., where he built and managed a premier global distressed debt proprietary trading business. At the time of his departure from Merrill Lynch, Mr. Khosla had investment authority for $2 billion in corporate and real estate investments and headed a team of 40 analysts and traders based in New York, Tokyo, London and Hong Kong. Prior to his tenure at Merrill Lynch & Co., Mr. Khosla held various positions at Citibank, Booz Allen Hamilton and General Motors. Mr. Khosla received an M.B.A. from the University of Chicago in 1983, an M.A. in Economics from Vanderbilt University in 1981 a Bachelors in Commerce (with Honors) from Delhi University in 1978.
Christopher Meyer, CFA
Chief Investment Officer and Managing Principal / Fund Evaluation Group, LLC
Session: Risk-Based Approach to Portfolio Construction
Christopher Meyer, CFA, is a Managing Principal and the Chief Investment Officer for FEG, where he serves as chair of the FEG Investment Policy Committee and as a member of FEG’s Executive Committee.
With more than 15 years of investment experience, Chris has become a strong liaison between the complex investment world and FEG’s client base. By providing objective and pro-active investment advice, he is able to focus on clients’ long-term objectives, rather than short-term interests. As a consultant, Chris offers leadership in structuring clients’ investment portfolios through development and review of the asset allocation, and proper manager selection and evaluation. Always striving to clarify complexity, Chris and the FEG team are widely recognized for breaking down complicated strategies into straightforward tactics by explaining the benefits and possible drawbacks of their recommendations.
Prior to joining FEG in 1993, Chris worked as a Trust Associate for Fifth Third Bank. He served on the Finance Advisory Board at the University of Cincinnati (UC) MSBA, and has been an adjunct instructor for a finance class at UC. Chris is also a member of the CFA Institute, the CFA Society of Cincinnati, a board member and treasurer of the Cincinnati Reds Hall of Fame and Museum, a board member and Investment Committee Chair of the Lambda Chi Alpha Educational Foundation, the Chair of the St. Antoninus Church Parish Council, and a Trustee and Investment Committee Chair of the Cincinnati Retirement System.
Steven Orbuch
Founder and President / Och-Ziff Real Estate (OZRE)
Session: Outlook for Real Estate: The Long and Winding Road to Recovery
Steven Orbuch is a Founder and the President of OZRE. Prior to forming OZRE in 2003, Mr. Orbuch was a Managing Director with Blackstone Real Estate Advisors (“Blackstone”) where he participated in the sourcing, acquisition and financing of over $2 billion of commercial properties across multiple product types and geographic locations. In addition, while at Blackstone, Mr. Orbuch had significant responsibility with respect to the disposition of nearly $2 billion of real estate investments. Mr. Orbuch played a significant role in helping to invest capital on behalf of all of Blackstone’s domestic real estate funds, including investments for Blackstone Real Estate Partners I, II, III and IV. Prior to joining Blackstone in 1995, Mr. Orbuch was an Associate in the Real Estate Department at Goldman Sachs. Prior to joining Goldman Sachs, Mr. Orbuch was an attorney at Skadden, Arps, Slate, Meagher & Flom, where he specialized in corporate and partnership taxation. Mr. Orbuch graduated Summa Cum Laude from the University of Pennsylvania and received his J.D. from Columbia University, where he was a Stone Scholar.
David Sherman
President, Chief Investment Officer, and Co-Founder / Metropoiltan Real Estate Equity Management, LLC
Session: Outlook for Real Estate: The Long and Winding Road to Recovery
David Sherman is a co-founder, the President, and the Chief Investment Officer. Mr. Sherman has more than 25 years of real estate finance and analytical experience. In 2000, Mr. Sherman founded D. Sherman & Company, Inc., an advisory firm focused on strategic issues and transactions in the real estate securities industry.
Previously, Mr. Sherman was the Managing Director of Salomon Smith Barney’s REIT research team, which covered more than 60 stocks and supported the firm’s $15 billion of REIT offering activity. The team received recognition from Institutional Investor Magazine in 1998 and 1999. Mr. Sherman also held other positions in real estate finance, investment banking, and strategic planning at Smith Barney, The Harlan Company, First Boston, and Paine Webber, including acting as the Chief Financial Officer of Paine Webber Properties, a family of real estate funds with more than $500 million in property investments.
In addition, Mr. Sherman was an Adjunct Professor of Real Estate Finance at Columbia Business School for seven years. Over the years, Mr. Sherman has published numerous articles in periodicals including American Banker, Pension Real Estate Association Quarterly, Shopping Center Business, and National Real Estate Investor. Mr. Sherman was also a panelist for Institutional Limited Partners Association for its first member educational webcast on private equity real estate. Mr. Sherman currently serves as an independent director on the board of Brookfield Homes Corporation. Mr. Sherman received a B.A. in Mathematical Economics from Brown University and an M.B.A. in Finance from Columbia Business School.