Companion Programs
Supporting &
Industry Partners
Participants
Key Leaders, Emerging Managers
Our annual events attract the most active investors in the emerging manager arena, including those on the institutional investor side entrusted with managing investment management. Last year, 300+ attendees responsible for nearly $4 trillion assets under management (AUM) attended Consortium 2011. With a focus on engagement and networking, we keep attendance at a limited number and maintain a balance among asset classes.
2012 Consortium Participants
Institutional Investors / Consultants / Fund-of-funds
Edgar Alvarado, Group Head - Allstate Investments
Mary Pat McKeown, Portfolio Manager - Allstate Investments
Randall Yanker, Senior Partner and CIO – Alternative Asset Managers, L.P.
Anna Nekoranec, Partner – Ansi Capital
Careina Williams, Emerging Manager Program Officer - Artemis Real Estate Partners
Edward Powers, Managing Director - BAML Capital Access Funds
Sanjiv Shah, Managing Director - BAML Capital Access Funds
Joseph Schlater, CEO - Busara Advisors
Henry Jones, Board Member - California Public Employees Retirement System
Tim Legesse, Investment Officer – California Public Employees Retirement System
Carol Baldwin Moody, Senior Portfolio Manager - California Public Employees Retirement System
Peter Nguyen, Investment Officer - California Public Employees Retirement System
Brian Russell, Investment Officer - California Public Employees Retirement System
Tom Shingler, Vice President - Callan Associates
Satyan Malhotra, President - Caspian Private Equity
Peter Braffman, Partner - Credit Suisse Customized Fund Investment Group
Kelly M. Williams, Managing Director and Co-Head - Credit Suisse Customized Fund Investment Group
Francis Idehen, Director of Private Market Investments - Exelon Corporation
Wanda Felton, Vice Chair and First Vice President - Export-Import Bank of the United States
Kristie Goodman, Director of Investor Relations - Fisher Lynch Capital
David Grain, Chair of Investment Committee - Florida State Board of Administration
Kenyatta Matheny, Investment Officer, Emerging Managers - Illinois Teachers Retirement System
Delia Roges, Senior Director - Invesco
Reza Ali, Founder and Chief Investment Officer – Investcorp Prosiris Opportunities Fund
Ashmi X. Mehrotra, Portfolio Manager - J.P. Morgan Asset Management
Lawrence Unrein, Managing Director - J.P. Morgan Asset Management
Richard Wayner, Partner - The Keffi Group
Ranji H. Nagaswami, CFA, Chief Investment Advisor - Mayor’s Office of Pensions & Investments, NYC
Carla Harris, Managing Director - Morgan Stanley Investment Management
Michelle Morris, Vice President – Morgan Stanley Investment Management
Warren Henderson, Managing Partner - Mosaic Investment Advisors, Inc.
Frank Ahimaz, Chief Investment Officer - The Museum of Modern Art
Kristin Finney-Cooke, CAIA, Senior Consultant – NEPC, LLC
Alex Doñé, Executive Director of Private Equity/Emerging Managers - New York City Retirement Systems
Paul Roberts, Jr. Principal – New York Life Capital Partners
David E. Ourlicht, Commissioner - New York State Insurance Fund
Tyson Pratcher, Assistant Comptroller - New York State Office of the Comptroller
Noreen Jones, Manager of External Public Equities – New York State Teachers Retirement System
Bryan Lewis, Interim Chief Investment Officer - North Carolina Department of State Treasurer
Marc Gross, Investment Officer for Emerging Manager of Manager – New York City Comptroller's Office
Von Hughes, Managing Director - Pacific Alternative Asset Management Company, LLC
Judy Chambers, Managing Director - Pension Consulting Alliance
Christy Fields, Managing Director - Pension Consulting Alliance
Brian O’Neil, Chief Investment Officer – Robert Wood Johnson Foundation
Kristi Craig, Senior Vice President of Business Development - Small Business Investor Alliance
Treasurer James Lewis - State of New Mexico
Jose Fernandez, Partner - StepStone Group
Stuart Bernstein, Chief Investment Officer - Teacher Retirement System of Texas
Diana Ren, Associate - Tenth Avenue Holdings
Garth Timoll, Investor Relations Manager - Top Tier Capital
Lisa Edgar, Investor Relations Manager - Top Tier Capital
Michelle Davidson, Managing Director - TorreyCove Capital
Sean Greene, Associate Administrator for Investments and Special Advisor for Innovation - U.S. Small Business Administration
Jeffrey Straayer, Senior Investment Manager - Wyoming Retirement System
Thomas Williams, Executive Director - Wyoming Retirement System
John Alouf, Director of Private Equity – Virginia Retirement System
MANAGERS / OTHERS
Liz Smith, Senior Managing Director, Public Funds - AllianceBernstein
Anthony Lee, General Partner - Altos Ventures
Giovanni Serrano, Co-Founder, Managing Director - Amedroz Capital Management LLC
James Simmons, Head of U.S. Emerging Markets - AREA Property Partners
Mary Strother, VP Investor Relations - Athenian Venture Partners
Haydee Celaya, Co-Founder and Chief Investment Officer - Avanz Capital
Nina Lesavoy, Founder - Avec Capital
Margaret Blakey, Managing Principal - Canopy Investment Advisors LLC
Jason Lewis, Vice President - Capri Capital Partners, LLC
Charles Sheffield, Partner - Carthage Capital Group
Donald Cogsville, Founder & CEO - The Cogsville Group
Andrew Taylor, Managing Director/Principal - Cumberland Partners
Jerry Bias, Partner/Head Trader – Cyrus Capital
Pamela Robertson, Partner - Edwards Angell Palmer & Dodge LLP
Dorothy Held, Managing Director - Feingold O'Keeffe Capital, LLC
Joel Miller, CIO - Grace Real Estate Fund
Valerie King, Director of Marketing - Holland Capital Management, LP
Ira Moreland, Managing Director - ICV Capital Partners, LLC
Dana Levy Germain, Principal - Industry Capital
Norman Villarina, Managing Partner - Industry Capital
Yin Kon, Founder - Intergeneration Capital Management
Carl Powell, President & CEO - The Integral Group
Gravelle Pierre, Founder & Portfolio Manager - Iron Harbor Capital Management
Neil Malik, CEO and Managing Partner – K1 Capital Advisors
Victoria Canto, Analyst/VP Acquisitions – Karlin Asset Management/Karlin Real Estate
Edward C. Keith, Vice President - Landmark Capital
Anne Enna, Managing Director - Lane Five Capital
Nili Gilbert, Co-Founder, Portfolio Manager - Matarin Capital
David Clinton - Medley Capital
Gbadamos Mustafa, Principal - MG FINANCIAL GROUP
James Lee, Principal - MHT Secondary Advisors
Shawn D. Terry, Managing Director - MHT Secondary Advisors
John Mecca, Vice President - Morgan Stanley
Edward Dandridge, President & CEO - National Association of Investment Companies
Elizabeth Burrus, Director of Investor Relations - Navigation Capital Partners
Pooja Malik, Founder, Portfolio Manager - Nipun Capital
Robert Greene, Principal - Syncom Venture Partners
Kneeland Youngblood, Managing Partner - Pharos Capital Group, LLC
Zaid Abdul-Aleem, Executive Vice President - Piedmont Investment Advisors
Gregory Weston, Counsel - Pillsbury Winthrop Shaw Pittman LLP
Mona Aboelnaga, President & CEO - Proctor Investment Managers
Linda Cornett, Assistant Vice President, Marketing & Client Services - Progress Investment Management Company
Evelyn Dravis, Senior Vice President – Progress Investment Management Company
Julia Peter-Kerr, Managing Partners - Quotient Investors
Raza Bokhari, Managing Partner - RBx Capital, LP
Benjamin Hom, Managing Director - St. Cloud Capital
Amit Basak, General Partner - Staley Capital Management
Laura Sachar, General Partner - StarVest Partners, L.P.
Jerry Arzu, Director of Sales - Telsey Group
Andrew Kelsen, Vice President-Portfolio Manager - Torshen Capital Management
Todd Billings, CEO – US Debt Ventures Management LP
Ryan Green - UCM Partners, L.P.
Sabrina Gracias, Director of Client Services – Valor Equity Partners
Danladi Verheijen, Managing Director - Verod Capital Management Limited
Dail St. Claire, President - Williams Capital Trust