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Additional Speakers

Nolan Bean, CFA, CAIA

Nolan Bean, CFA, CAIA

Head of Institutional Investments, FEG

Nolan is the head of institutional investments and has been with FEG since 2004. As a member of FEG's Board of Directors and Investment Policy Committee, Nolan’s responsibilities include broader firm and investment strategy.

Nolan was named one of the world’s 10 most influential investment consultants by Chief Investment Officer magazine through the Knowledge Broker award for two consecutive years in 2016 and 2017. [1] He also was named “2011 Nonprofit Consultant of the Year” by Foundation & Endowment Money Management. [2]

Nolan is the current investment committee chair and board of trustees member at the Seven Hills School, and is the past president of the CFA Society of Cincinnati. He received his MBA in Quantitative Analysis and Finance from the University of Cincinnati’s Carl H. Linder College of Business and earned a BSBA in Finance from Georgetown College.

 

Keith Berlin

Keith Berlin

Senior Vice President, Director of Global Fixed Income and Credit

Keith joined FEG in 2000 and is Senior Vice President and 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. 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 13 private debt funds. These funds invest across a variety of strategies including capital solutions, collateralized loan obligations, distressed debt, emerging market debt restructuring, mezzanine debt, uni-tranche, specialty lending, and other special situations.

Keith holds a master of business administration degree from Thomas More College and a bachelor of arts in economics from the University of Kentucky. Keith resides in Cincinnati with his wife and three children. He also coaches youth ice hockey, fastpitch softball, and baseball.

Presenting in the Distressed Debt session

 

Quincy Brown

Quincy Brown

Vice President, Director of Client Services, FEG

As a consultant, Quincy’s responsibilities at FEG include portfolio construction, client service, and client development. He is also a presenter at the Council for Advancement and Support of Education (CASE).

He earned a BS in Finance and Accounting from The Ohio State University. Quincy has been a FEG team member since 1996 and an investment professional since 1994. He holds the Series 65 FINRA license. Prior to joining FEG, Quincy worked for PNC Bank in the Trust Department.

Presenting in the Tuesday FEG Closing session

 

Christian Busken

Christian Busken

Senior Vice President, Director of Real Assets, FEG

Christian joined FEG in 2002 and is the Senior Vice President and Director of the Real Assets sector team of FEG’s research department.

In conjunction with FEG’s Investment Policy Committee, Christian recommends strategic and tactical real assets allocations for FEG’s clients. He is also responsible for sourcing, conducting due diligence, and monitoring public and private investment opportunities in the areas of real estate, commodities, private energy, timber, agriculture, infrastructure, and other resource–related investments.

Christian earned a BA in International Relations from Brigham Young University and later an MBA from The Thunderbird School of Global Management. Additionally, he is a frequent speaker in the institutional investment community, particularly regarding commodities, natural resources, and the private energy markets.

Presenting in the Renewable Real Assets session

 

Dan Chu

Dan Chu

Executive Director, Sierra Club Foundation

Dan joined the Sierra Club Foundation as Executive Director in November 2016. Previously, he served as the National Director of the Sierra Club’s Our Wild America campaign, which protects land, waters, and wildlife; keeps dirty fuels in the ground; and connects people with nature outdoors. Dan started his environmental career in the 1980s as a door to door canvasser in Colorado. He and his wife then volunteered with the Peace Corps, assisting farmers in Panama. Upon returning to the U.S., Dan became the Executive Director of the Wyoming Wildlife Federation and then the national Vice President for regional programs at the National Wildlife Federation. Dan holds a Master’s of Science from the University of Colorado and a Bachelor’s of Science from Michigan State University.

Dan currently serves on the board of the Confluence Philanthropy, a community of foundations, donors, and investors who are committed to maximizing their social and environmental impact.

Presenting in the Impact Investing

 

Mike Condon, CFA

Mike Condon, CFA

Senior Vice President, Head of Portfolio Management, FEG

A long-time thought leader within the Endowment and Foundation (E&F) space, Mike brings more than 20 years of experience as an acting chief investment officer (CIO), most recently at Southern Methodist University (SMU). At SMU, he led a 15-person office and was responsible for all aspects of investing the university’s $1.5 billion endowment.

Mike also was CIO for the University of Arkansas Foundation, where he oversaw a $1.1 billion endowment. During his 10-year tenure at Georgia Tech, he helped the foundation endowment grow from $440 million to $1.5 billion.

He received an MBA from Louisiana Tech University, a BS from the University of South Alabama, and is a CFA charterholder. Additionally, Mike is on the Editorial Committee for The Investment Institute, and advisory Boards for Institutional Investor and Alternative Investment Management, LLC.

Moderating for Howard Marks' session

 

Nicola da Roza, CFA, CAIA

Nicola da Roza, CFA, CAIA

Vice President, Consultant, FEG

Nicola is a Vice President and Consultant at FEG. She joined FEG in 2014. Prior to joining FEG, her experience includes various research roles at Sidoti & Co. and Colonial Consulting. Nicola is licensed in series 7, 63, 86, and 87 (inactive) as well as being a charterholder for both the CFA and CAIA. Nicola holds membership to the CAIA Association, CFA Institute, and CFA Society of Cincinnati.

Outside of FEG, Nicola is involved in the Peaslee Neighborhood Center and serves on the Board and Finance Committee. Nicola holds a Bachelors in Economics and International Relations from Tufts University as well as her MBA from the Johnson Graduate School of Management at Cornell University.

Introducing Dan Clifton

 

Greg Dowling, CFA, CAIA

Greg Dowling, CFA, CAIA

Chief Investment Officer, Head of Research, FEG

Greg Dowling is Chief Investment Officer and Head of Research at FEG. Greg joined FEG in 2004 and focuses on managing the day-to-day activities of the Research department. Greg chairs the Firm’s Investment Policy Committee, which approves all manager recommendations and provides oversight on strategic asset allocations and capital market assumptions. He also is a member of the firm’s Leadership Team and Risk Committee.

Greg received his MBA from Xavier University and his BSBA from the University of Cincinnati, where he also has served as an adjunct professor. He has been a CFA charterholder since 2006 and a CAIA charterholder since 2007.  

In 2018, Greg was named Hedge Fund Consultant of the Year by Institutional Investor [3]. (He was a finalist for the honor in both 2015 and 2017.) Greg was named one of the 2015 Knowledge Brokers by Chief Investment Officer magazine [4], and is a frequent conference presenter and has been quoted in various media outlets.

Presenting the FEG Investment Outlook

 

Susan Fasig, CFA

Susan Fasig, CFA

Director of Private Funds, FEG

Susan is managing principal and portfolio manager of private investments for FEG. She leads the team responsible for $540 million in discretionary private capital investments and is a member of the OICO Portfolio Management team. Susan serves on the Investment Policy Committee for FEG Private Investors, LLC.

She joined FEG in 1998 and has helped establish the investment philosophy and policies for the firm’s hedge and private capital investments, developed the alternatives research function, and led the formation of a series of private capital investment funds.

She holds the CFA designation and is a member of the Institute of Chartered Financial Analysts (ICFA). She also is a member and past president of the Indianapolis Society of Financial Analysts. Susan volunteers with the United Way of Central Indiana and is a supporting member of The Indianapolis Propylaeum, a non-profit that advances educational and cultural opportunities for women.

Susan graduated Magna Cum Laude from DePauw University with a BA in Economics and studied at the London School of Economics.

Presenting in the Private Opportunities Funds session

 

Bill Goslee

Bill Goslee

Head of Institutional Services, FEG

Bill is the head of institutional services at FEG. He also is a member of the FEG Leadership team where he helps develop long-term strategy and planning for the organization.

Prior to joining FEG in 2008, Bill was the CIO of the Investment Offerings Group at Nationwide Financial Services where he was responsible for the investment solutions offered through NFS products. He also served as President of Nationwide Investment Advisors and was responsible for the development and support of investment advice products and services. Before joining Nationwide, Bill was a Vice President at Goldman Sachs Asset Management. Prior to Goldman, Bill worked for Arthur Andersen in their Boston office.

Bill earned a BA in accounting from the University of Notre Dame and is a member of the American Institute of Certified Public Accountants (AICPA), the Financial Planning Association, and the Glenmary Development Advisory Board.

Presenting in the Wednesday Morning Welcome session

 

Brian Hooper, CFA

Brian Hooper, CFA

Vice President, Global Equity Research, FEG

Brian is a Vice President and Global Equity Research Team Lead at FEG. He Joined FEG in 2006 and his during his tenure, his responsibilities have grown significantly.

He is responsible for manager research with primarily non-U.S. strategies and frequently travels abroad to perform on-site due diligence for managers under consideration for recommendation. This has brought him to more than 15 countries and dozens of cities including China, Hong Kong, Singapore, Japan, India, United Arab Emirates, United Kingdom, Denmark, and the Czech Republic. Additionally, Brian authors research publications for FEG on various topics including China, emerging markets, India, frontier markets, Brexit, equity portfolio construction, and active manager performance.

Prior to joining FEG, Brian worked as an analyst with C.H. Dean. He holds a Bachelor of Science in Economics and Finance from the University of Dayton.

Presenting in the China A-Shares session

 

Jason Hsu

Jason Hsu

Chairman, Chief Investment Officer, Rayliant Global Advisors

Jason Hsu is Founder and Chief Investment Officer of Rayliant Global Advisors, a global investment management group with more than US$26 billion in assets managed using Rayliant strategies, as of March 31, 2019. Rayliant specializes in emerging market and Greater China equity strategies.

Jason also co-founded Research Affiliates and currently serves as its senior advisor. He has published more than 40 articles in academic and practitioner journals and contributed to six handbooks on quantitative investing. His research has won three Bernstein Fabozzi/Jacob Levy Outstanding Article Awards, three William Sharpe Best Research Awards, two Graham and Dodd Scroll Award, and one FAJ Readers’ Choice Award.

Jason holds a Ph.D. from UCLA Anderson School of Management, where he also currently serves as an Adjunct Professor of Finance. He has also held visiting professorships at Tsinghua University, Taiwan National Chengchi University, and Kyoto University.

Presenting in the China A-Shares session

 

Victor Khosla

Victor Khosla

Founder, Chief Investment Officer, SVPGlobal

Mr. Khosla established SVP in 2001 and has built it into one of the major firms in distressed debt and private equity investments with $8.4 billion in assets under management. Mr. Khosla has 29 years in the industry. He got his start at Citibank (1989-1993) and subsequently built and managed the distressed proprietary trading business at Merrill Lynch (1993-1998).

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. After leaving Merrill Lynch, Mr. Khosla had leadership roles at two well-known funds; he was President of Cerberus Capital (1998-1999) and ran Moore SVP (1999-2002), a JV with Moore Capital, which invested in distressed debt in Japan.

Mr. Khosla graduated with a first-class Bachelors of Commerce (Honors) degree from Delhi University, a MA in Economics from Vanderbilt University, as well as a MBA from the University of Chicago. He is a member of the Management Council at the University of Chicago Booth School of Business.

Presenting in the Distressed Debt session

 

Scott Klein

Scott Klein

Founding Partner, Co-CEO, and Co-CIO, Beach Point Capital

Scott Klein is a Founding Partner, Co-CEO and Co-CIO. Mr. Klein has been managing high yield bonds, bank loans, and distressed debt portfolios and working on corporate restructurings for over 25 years. Before founding Beach Point Capital, Mr. Klein was Senior Managing Director at Post Advisory Group, where he spent over a decade helping grow the company from under $200 million in assets to over $10 billion. Mr. Klein was responsible for co-running the alternative business of Post Advisory and co-managing the Total Return, Distressed Debt, and Corporate Loan strategies. In the early 1990s, Mr. Klein spent several years as a bankruptcy attorney advising bondholders and creditors’ committees in Chapter 11 cases.

Mr. Klein currently serves on the Board of Governors of Cedars Sinai Medical Center. Mr. Klein received dual bachelor’s degrees in economics and political science from the Wharton School of the University of Pennsylvania where he graduated magna cum laude, and a J.D. from the UCLA School of Law where he served on the Law Review.

Presenting in the Distressed Debt session

 

Alan Lenahan, CFA, CAIA

Alan Lenahan, CFA, CAIA

Chief Investment Officer, Head of OCIO, FEG

As the leader of FEG's OCIO, Alan manages all aspects of the firm’s OCIO business including the investment leadership and dedicated client advisors. As CIO, Alan integrates FEG’s Research team with the investment team as a member of FEG’s Investment Policy Committee. Alan is a member of the firm’s Leadership Team and is influential in all aspects of strategic direction. Prior to his current role, Alan led FEG’s Research Services business and was a portfolio manager for FEG’s suite of hedge fund portfolios.

Alan joined FEG in 2002. His prior experience includes work in valuation services at Arthur Andersen and investment manager acquisition analysis and portfolio company analysis for The Western and Southern Life Insurance Co.   

In 2007, Alan was named one of the "20 Rising Stars in Hedge Funds" by Institutional Investor News. Alan is on the Board of Executive Advisors for the Xavier University Finance Department. He is on the investment committee for Cincinnati Parks Foundation and is the President of Coldstream Country Club. He received a BSBA from Xavier University in Finance and Marketing and has been a CFA charter holder since 2002.

Presenting the FEG Investment Outlook

 

Bo Z. Meunier, CFA

Bo Z. Meunier, CFA

Partner and Equity Portfolio Manager, Wellington Management

Based in Wellington Management’s Hong Kong office, Bo manages China-focused regional portfolios on behalf of our clients, drawing on research from Wellington Management’s global industry analysts, equity portfolio managers, and team analysts. Additionally, Bo provides research to the broader Wellington Management investment community on China, a region she has covered since joining the firm in 2001 as an analyst in Global Industry Research Group covering U.S. and Asian property stocks.

Prior to joining the firm in 2001, Bo was a manager at Ernst and Young, where she conducted business valuation in the Corporate Finance Group (1998 – 2001). She received her MBA from Babson College (Olin, 1998), where she graduated with honors and was awarded a Babson Fellowship. Bo earned her BS, with high honors, in scientific English at the Harbin Institute of Technology, China (1992). In addition, she holds the Chartered Financial Analyst designation.

Presenting in the China A-Shares session

 

Tim O’Donnell, CAIA

Tim O’Donnell, CAIA

Senior Vice President, Consultant, FEG

Tim is senior vice president and a consultant at FEG. His current responsibilities include assisting in setting policy direction and investment manager due diligence for FEG's Responsive Investment committee, which governs the firm’s environmental/social justice/corporate governance (ESG), socially responsible, and impact investing efforts.

Tim has been an investment professional for more than 20 years, and a member of FEG since 1999. Tim received a BA in History and Political Science from Miami University and is active in "The Social Investment Forum", The Sierra Club, Hoosier Environmental Council, and Bikes Belong.  

Presenting in the Impact Investing

 

Gary Price

Gary Price

Managing Director of Institutional Services, FEG

Gary Price is Head of Investment Solutions, a member of FEG’s Board of Directors, and serves on the Fund IPC. Mr. Price is also responsible for corporate strategy, client service, and client development.

Mr. Price has been an investment professional since 1994 and joined FEG that same year. He holds a BBA in finance and marketing from the University of Kentucky and an MBA in finance from the John M. Olin School of Business at Washington University. Mr. Price served as President and Finance Committee Chair as a member of the board for Cincinnati Hills Christian Academy and on the advisory board of Charles Schwab Institutional. He also served four years in the U.S. Navy.

Introducing Cam Harvey

 

Gary Sernovitz

Gary Sernovitz

Managing Director, Lime Rock

Gary Sernovitz joined Lime Rock in 2004 and became a Managing Director in 2011 with responsibilities for the firm’s investor relations and business development efforts. He oversees the firm’s fundraising, investor reporting, communications, limited partner co-investing, public relations, marketing, and internal firm strategic development efforts. He also works with Lime Rock Partners' portfolio companies on strategic branding and marketing initiatives. Previously, he worked in the Investment Research Department of Goldman Sachs where he had primary coverage of the Latin American energy and chemical sectors.

Gary is also a writer on business, energy, and culture. Besides The Green and the Black: The Complete Story of the Shale Revolution, the Fight over Fracking, and the Future of Energy, published by St. Martin’s Press, he has written two novels as well as frequent essays and reviews for The New Yorker online, the New York Times, Wall Street Journal, and n+1, among others. He is a graduate of Cornell University (B.A.) and is based in Houston and New Orleans.

Speaking in the Renewable Real Assets session

 

Rebecca “Becky” Wood

Rebecca “Becky” Wood

President and Chief Executive Officer, FEG

Prior to being appointed to her current role, Becky was head of Institutional Services for the firm, a role in which she oversaw all of FEG’s consultants and analysts.

Becky continues to sit on FEG’s Leadership team—a position she has held since 2002—where she is responsible for developing firm strategy, as well as for overseeing all firm functions and operations.

Before joining the FEG team in 1992, Becky worked as a financial analyst in the Equity Capital Markets Department at CS First Boston Corporation. With a BS in Arts and Science from Xavier University and approximately 30 years of investment experience, she frequently presents at conferences on the topic of investment policy statements.

In 2018, Becky was named one of the top investment consultants in the industry by Chief Investment Officer (CIO) magazine [5], and also was named as a finalist in the 2018 Industry Innovation Awards – Consulting by CIO [6] as well.

She is an advisory board member of Hospice of the Bluegrass, Inc., sits on the board of the Sustained Dialogue Institute, and member of the finance board of Executive Advisors for Xavier University. She is a past trust board member of EARTH University

Giving the Introductory and Closing Remarks

 

Jane Woodward

Jane Woodward

Founder and Managing Partner, MAP Energy

Prior to founding MAP in 1987, Jane worked as an exploration geologist with ARCO Exploration Company and later as a petroleum engineering consultant to Stanford University’s endowment. Jane is an Adjunct Professor in Civil and Environmental Engineering at Stanford University where she has taught classes on energy and the environment since 1991. She serves on Stanford’s Precourt Institute for Energy Advisory Council and funds a variety of sustainable energy education initiatives at the University. In 1988, Jane co-founded HandsOn Bay Area (now Community Impact), a Bay Area public service volunteer organization. She also recently created The Foster, a 14,000-square-foot art venue in Palo Alto, to share artist-explorer Tony Foster’s powerful exhibitions of watercolor wilderness journeys and to inspire connection to the natural world. Jane earned a BS in Geology from UC Santa Barbara. She also earned an MS in Engineering and Petroleum Geology and an MBA, both from Stanford University.

Presenting in the Renewable Real Assets session

 

[1] Chief Investment Officer. To read the full article and selection criteria for the award, please visit (https://www.ai-cio.com/lists/2016-knowledge-brokers/). Any awards or nominations received by FEG or its personnel are not representative of any client’s experience or FEG’s capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards.

[2] To read the full article and selection criteria for the award, please submit a written request to information@feg.com. Any awards or nominations received by FEG or its personnel are not representative of any client’s experience or FEG’s capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards. 

[3] Institutional Investor News. To read the full article and selection criteria for the award, please visit http://www.institutionalinvestor.com,http://www.institutionalinvestor.com/article/3713168/asset-management-hedge-funds-and-alternatives/announcing-the-allocator-finalists-for-institutional-investors-hedge-fund-industry-awards.html#.WXDdPoTythE. To the read full article and selection criteria for awards not listed above, please submit a written request to information@feg.com. Any awards or nominations received by FEG or its personnel are not representative of any client’s experience or FEG’s capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards.

[4] Chief Investment Officer. To read the full article and selection criteria for the award, please visit https://www.ai-cio.com/lists/2016-knowledge-brokers/, http://www.ai-ciodigital.com/ai-cio/september_2015?pg=40#pg40.

[5] To read the full article and selection criteria for the award, please visit https://www.ai-cio.com/lists/2018-knowledge-brokers/. Any awards or nominations received by FEG or its personnel are not representative of any client’s experience or FEG’s capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards.

[6] To read the full article and selection criteria for the award, please visit https://www.ai-cio.com/events/2018-cio-awards-dinner/?pid=ab&eday=2. Any awards or nominations received by FEG or its personnel are not representative of any client’s experience or FEG’s capabilities as an investment adviser and as such does not indicate any future experience or performance. FEG is not affiliated with the awarding agencies and does not validate the appropriateness of the agencies or its awards.