Steve Algert is a Managing Director in the Investments Department, responsible for the hedge fund and credit-related programs for The J Paul Getty Trust. Previously, Steve was at the Treasurer’s Office of The Regents of the University of California, where he made the University’s first hedge fund investments and helped oversee $25 billion in public equities. Prior to this, Steve was in the fund of hedge funds group at Citigroup Alternative Investments, in fixed income research at BARRA RogersCasey, and in the fixed income risk management group at BARRA.

Steve holds an MPPM from the Yale School of Management and a B.S. from the University of California at Berkeley. He is a CFA and CAIA charter holder.

Pierpaolo Barbieri joined Brevan Howard in January 2015 as Head Strategist of Brevan Howard Argentina Master Fund Limited. Prior to joining Brevan Howard, Pierpaolo was CFO at Greenmantle (2011-2014) and previously worked at Bridgewater Associates as Research Associate (2010- 2011). Pierpaolo holds an AB, magna cum laude, from Harvard University (2009).

As Chief Investment Officer, Michael oversees the management of the University’s $1.5 billion of investment portfolios, including the endowment and retirement plan. He manages a seven person investment team.

Michael came to Georgetown from the University System of Maryland Foundation, where he served as Chief Investment Officer and started their investment office in 2003. At USMF, he was responsible for the investment of endowment and operating funds on behalf of the 11 member universities that invest with the USM Foundation Investment Office and six external non-profit institutions. Prior to his arrival at USMF, Michael worked at Cambridge Associates as well as KPMG.

Michael serves on the investment committees of the France-Merrick Foundation and the Council for Advancement and Support of Education. He previously served as a board member for the CFA society of Washington and as an advisory board member for No Greater Sacrifice, a charity providing college scholarships for children of the fallen and wounded in the U.S. military.

Michael holds a B.A. in philosophy from Fairfield University in Fairfield, Connecticut and is also a Chartered Financial Analyst. He earned a master’s degree at the Paul H. Nitze School of Advanced International Studies (SAIS) at Johns Hopkins University.

Todd Benjamin is well known to television audiences across the globe. For 26 years he worked as an Anchor, Correspondent, and Financial Editor for CNN. During that time he was based in Washington DC, New York, Tokyo, and London.

An award winning journalist, Todd has interviewed everyone from Bill Clinton to Mikhail Gorbachev, Alan Greenspan to Jean Claude Trichet, Nobel prize winning economists, as well as several of the world’s most admired CEOs including Jack Welch, Lou Gerstner, and Richard Branson.

Todd now devotes much of his time to speaking and moderating conferences and events for businesses and organizations around the world.

Todd continues to appear on CNN as an Independent Analyst to provide live commentary and analysis where his views on the economy, financial markets, energy and other issues are widely followed.

Todd is also a visiting lecturer in leadership at the London Business School Executive Education program.

Richard Bernstein is the Chief Executive Officer/Chief Investment Officer of Richard Bernstein Advisors LLC.

Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA manages several accounts in partnership with several leading financial institutions, with AUM of approximately $3.3 billion as of 3/31/15.

Mr. Bernstein has over 33 years’ experience on Wall Street, most recently as the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.

A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen years, and is one of only fifty analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30”, and was a member of Registered Rep’s “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity.

Mr. Bernstein is Chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment’s Investment Committee (~$900 million); he is a Trustee of both institutions. He is also an Adjunct Professor of Finance at the NYU/Stern Graduate School of business, and is a member of the Journal of Portfolio Management’s Advisory Committee.

Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.

Robert Bryce is one of America’s most prominent journalists. A senior fellow at the Manhattan Institute, his articles on energy, politics, and other topics have appeared in a myriad of publications ranging from the Wall Street Journal and New York Times to National Review and the Guardian.

Bryce has given over 200 invited and keynote lectures to groups of all kinds, including the Marine Corps War College and the Sydney Institute. He has also appeared on dozens of television and radio programs ranging from Bloomberg TV and PBS to Fox News and Al Jazeera.

He’s the author of five books on energy and innovation, in which he has covered everything from Enron’s bankruptcy and the corn ethanol scam to the digitization of drilling rigs and the future of batteries. In 2010, he published Power Hungry: The Myths of “Green” Energy and the Real Fuels of the Future. In May 2014, he published Smaller Faster Lighter Denser Cheaper: How Innovation Keeps Proving the Catastrophists Wrong.

He lives in Austin, Texas, with his wife, Lorin, and their three children.

Amy Chen joined the Smithsonian Institution in October 2006 and established its first Office of Investments. As the Chief Investment Officer, she oversees the management of the Smithsonian’s $1.3 billion endowment and is responsible for its investment strategy, management selection and execution. The Smithsonian Institution is headquartered in Washington, D.C. and is the largest research and museum complex in the world.

She was previously the Portfolio Manager at the Doris Duke Charitable Foundation in New York and was instrumental in developing the portfolio from scratch. She has held senior finance and management roles in finance and non-profit organizations for the past 25 years. Ms. Chen serves as a member of the Investment Advisory Committee of the New York State Common Retirement Fund Board, the Board of Trustees at Oberlin College and is an Investment Advisor for Gavi, the Vaccine Alliance. She received her B.A. from Oberlin College and an M.B.A. from Cornell University.

Joel E. Cohen is the Abby Rockefeller Mauzé Professor of Populations and head of the Laboratory of Populations at the Rockefeller University and Columbia University, where he serves on the Faculty of the Earth Institute. He studies the demography, ecology, and epidemiology of human and non-human populations. He has written for the New York Times, Wall Street Journal, Project Syndicate, Discover, Scientific American, and New York Review of Books. He served as a neutral expert and special master for Federal courts in connection with complex mass tort litigation. His video introduction to demography has been viewed more than 100,000 times. He has published 14 books (4 as sole author, 4 co-authored, 5 edited, and one translated) and more than 400 articles and chapters. His trade books include How Many People Can the Earth Support? (W. W. Norton 1995) and a book of scientific and mathematical jokes, Absolute Zero Gravity (Simon & Schuster 1992). Cohen earned a doctorate in applied mathematics and another doctorate in population sciences and tropical public health from Harvard University. He has been a Fellow of King’s College Cambridge UK and of the MacArthur and Guggenheim Foundations. He is a member of the American Academy of Arts and Sciences, the American Philosophical Society, the U.S. National Academy of Sciences, and the Council on Foreign Relations.

Mr. Coleman is Founder and a Partner of Tiger Global Management, LLC and a Portfolio Manager of the firm’s public equity and private equity businesses. Prior to establishing Tiger Global in March 2001, Mr. Coleman was a Partner at Tiger Management LLC, where he joined as a Research Analyst in 1997. He is a member of the Board of Directors of the Tiger Foundation and a member of the Board of Trustees of the Hospital for Special Surgery, where he is also Co-Chairman of the Investment Committee. Mr. Coleman received a BA in Economics and Spanish from Williams College, where he currently serves on the Marketable Assets Advisory Committee, and attended Deerfield Academy, where he sits on the Endowment Committee.

As Chief Investment Strategist for Cambridge Associates and a Managing Director of the firm, Celia is responsible for formulating our global investment strategy and portfolio construction advice. Since joining Cambridge in 1996, Celia has contributed to a wide range of research initiatives, including serving as one of the main architects of our Risk Allocation Framework and an author of the related report. She is a regular contributor to our research publications, covering a wide range of capital market, asset allocation, and investment planning topics. Celia is a frequent presenter and discussion moderator at the firm’s roundtables and various industry conferences.

Before joining Cambridge Associates, Celia was a Consultant for Harlan Brown & Co, a competitive intelligence consulting firm. In this position, she researched, wrote, and presented market analysis commissioned by Fortune 500 clients on a variety of consumer and industrial products. She also worked for the Employee Benefit Research Institute (EBRI), where she conducted research and wrote reports on retirement income security issues.

Mr. D’Angelo is a Founding Partner of Stellus Capital Management and Co-Head of the Private Credit strategy and serves on its investment committee. He has over 21 years of experience in investment banking and principal investing. From August 2005 to January 2012, Mr. D’Angelo was a Director in the Direct Capital Group at the D. E. Shaw group, a global investment and technology development firm. Prior to joining the D. E. Shaw group, Mr. D’Angelo was a Principal of Allied Capital Corporation, a publicly-traded business development company, where he focused on making debt and equity investments in middle-market companies from May 2003 to August 2005. From September 2000 to April 2003, Mr. D’Angelo served as a Principal of Duke Capital Partners, LLC, a merchant banking subsidiary of Duke Energy Corporation, where he focused on providing mezzanine, equity, and senior debt financing to businesses in the energy sector. From January 1998 to September 2000, Mr. D’Angelo was a Product Specialist for Banc of America Securities, LLC where he provided banking services to clients principally in the energy sector. Mr. D’Angelo began his career in the bankruptcy and consulting practice of Coopers & Lybrand L.L.P. in Washington, D.C. Mr. D’Angelo received his B.B.A. in accounting from The College of William and Mary, his M.A. in international economics and relations from The Paul H. Nitze School of Advanced International Studies at The Johns Hopkins University, and his M.B.A., with a concentration in finance, from the Wharton School of the University of Pennsylvania.

Todd Dittmann joined Angelo, Gordon in 2013 to lead the firm’s energy-lending strategy. Todd is a seasoned and experienced investment professional who has spent more than 20 years in energy finance. His experience includes the closing of approximately 140 debt, equity, M&A, derivative-linked and other energy related transactions, most of which he completed as a principal investor or lead lender. Before joining Angelo, Gordon, Todd formed Poydras Resource Capital, a firm focused on credit opportunities in the energy sector and affiliated with Global Hunter Securities and brought the Poydras team to Angelo Gordon. Previously, Todd was a Direct Lender at Petrobridge Capital and D.B. Zwirn & Co.; a Senior Bank Lender at SunTrust Robinson Humphrey and the Chase Manhattan Bank; and a Senior Investment Banker at Jefferies & Co. and other sell-side firms. His investing and board experience includes both public and private companies. Todd holds a B.B.A. degree with a concentration in finance and an M.B.A. degree from the University of Texas, Austin and is a Chartered Financial Analyst.

Mr. Donayre is the Chief Investment Officer and Founder of INCA Investments, LLC, a Latin American investment management firm based in Miami that manages approximately US$530 million for its institutional client base. Prior to founding INCA Investments in 2004, Mr. Donayre was employed by Zephyr Management, from 1996 through 2003 where he managed their portfolios of Latin American listed securities. From 1994 through 1996, Mr. Donayre was the Director of Research at Globalvest Management, which was a pioneering Latin American investment management firm. From 1988 through 1994 he was in charge of international and emerging market equity investments for the Investments Department of FPL Group.

Mr. Donayre is a native of Peru and has lived in South America, Mexico and the Caribbean. He is a CFA charterholder, a Certified Public Accountant and received his MBA in International Business from the University of Florida. He is a member of the Inter-American Dialogue, Chairman of the Advisory Board forthe Institute of Latin American Studies at Columbia University and a board member for the University of Florida’s Cuba Program. Mr. Donayre has also published a variety of articles on Latin American markets including “Investing in Latin America: Good Idea, Bad Time?” in the Journal of Investments and “Latin America: History Repeats?” in the Benefits and Pension Monitor.

Mr. Dybesland has over 23 years of energy high yield, distressed, and equity experience. Erik co-founded BlackGold Capital Management LP in 2006. Mr. Dybesland was ranked #1 as a High Yield Energy Research Analyst 8 of 9 successive years by Institutional Investor. Prior to BlackGold, he was a Managing Director at Lehman Brothers from 2002 – 2006 and was responsible for analysis and proprietary energy investments. Prior to Lehman Brothers, Mr. Dybesland held other management positions, in 2000 - 2002 he worked at Deutsche Bank as a Managing Director and in 1996 - 2000 he worked at Bear, Stearns & Co. as a Senior Managing Director. Previously to that he worked for Bankers Trust Securities in 1994 - 1996 as an Oil Service Equity Analyst and in 1992 - 1994 at Howard Weil at the sameposition. Mr. Dybesland graduated from Tulane University with a BSM concentrating in Finance.

David Eagleman is a Neuroscientist, New York Times bestselling Author and Guggenheim Fellow. He is the Writer and Presenter of The Brain, an international 6-hour television series that asks what it means to be human from a neuroscientist’s point of view. He holds joint appointments in the Departments of Neuroscience and Psychiatry at Baylor College of Medicine in Houston, Texas. Dr. Eagleman’s areas of research include time perception, vision, synesthesia, and the intersection of neuroscience with the legal system. He directs the Laboratory for Perception and Action, and is the Founder and Director of the Initiative on Neuroscience and Law. He is the Author of several neuroscience books, including (1) The Brain: The Story of You, (2) Incognito: The Secret Lives of the Brain and (3) Wednesday is Indigo Blue: Discovering the Brain of Synesthesia. He has also written an internationally bestselling book of literary fiction, Sum, which has been translated into 28 languages and was named a Best Book of the Year by Barnes and Noble, New Scientist, and the Chicago Tribune. Dr. Eagleman writes for the Atlantic, New York Times, Discover Magazine, Slate, Wired, and New Scientist, and appears regularly on National Public Radio and BBC to discuss both science and literature. He has been a guest on the Colbert Report and profiled in the New Yorker.

Mr. Arminio Fraga is the Founding Partner at Gávea Investimentos, an investment management firm he founded in August, 2003, based in Rio de Janeiro, Brazil.

Mr. Fraga was the Chairman of the Board, BM&F Bovespa, Brazil’s securities, commodities and derivatives exchange, from April 2009 to April 2013, and was the President of the Central Bank of Brazil from March 1999 to December 2002.

From 1993 until his appointment as Governor of the Central Bank, he was Managing Director of Soros Fund Management in New York. From 1991 to 1992, he was the Director responsible for international affairs at the Central Bank of Brazil. Earlier in his career, he held positions with Salomon Brothers and Garantia Investment Bank.

Mr. Fraga has taught at the Catholic University of Rio de Janeiro, the Graduate School of Economics at Getulio Vargas Foundation, the School of International Affairs at Columbia University and the Wharton School.

He is a member of the Group of Thirty and of the Council on Foreign Relations, and serves on the boards of several NGOs. Mr. Fraga has published widely in the areas of international finance, macroeconomics, and monetary policy.

Mr. Fraga earned his Ph.D. in Economics from Princeton University in 1985, and his BA/MA in Economics from the Catholic University of Rio de Janeiro, in 1981.

Jim Hille was appointed the first Chief Investment Officer of Texas Christian University (TCU) in 2006. Formerly he was the Chief Investment Officer of the Teacher Retirement System of Texas, a $100+ billion public pension plan. Earlier in his career he managed international equity portfolios for Texas Teachers, the Employees Retirement system of Texas, and the Bass Brothers Trust. Jim now serves on the Investment Advisory Board of the Texas State Treasury Safekeeping Trust Fund and ERS of Texas. Jim is also a Trustee for fund offerings from Wells Fargo GAI, and a Fund Advisor to Tudor Pickering & Holt. He has served as president of the Austin Society of Financial Analysts, and as an adjunct finance professor for the University of Texas’ McCombs School of Business. With a BS in Engineering from the US Naval Academy class of 1983, he served for six years as a Marine Corps officer. He earned his MBA at TCU, and is a Chartered Financial Analyst as well as a Chartered Alternative Investment Analyst. Jim and his wife Tammy have three sons and live in Fort Worth, TX.

TCU is a private university with undergraduate enrollment of less than 8,800, and an endowment of over $1.5 billion. The endowment is broadly diversified in conventional and alternative assets. Asset allocations include 23% to hedge funds, 12% to private equity, 5% to real estate, and 15% to commodities.

Jonathan Hook was named the first Chief Investment Officer for the Harry and Jeanette Weinberg Foundation of Owings Mills, Maryland in May 2014. He will be responsible for managing the foundation’s investment portfolio which totals in excess of $2.0 Billion and will build the first internal investment team at the foundation. The foundation, headquartered in Owings Mills, MD, is one of the largest private foundations in the United States. Its’ sole purpose is to assist low-income and vulnerable individuals and families through nonprofit grants to direct-service providers and programs.

Prior to joining the Weinberg Foundation, Hook was the first Chief Investment Officer at two separate universities, Ohio State University in Columbus, Ohio and Baylor University in Waco, Texas. In all three cases, he created and managed the university’s Office of Investments to manage the long term investment pool which included its endowment funds. In each instance, he was charged with developing a new asset allocation policy, building an investment team, and charting a new path for the institutional capital of each school. As a result of his efforts, he was honored in 2005 as the “Endowment Officer of the Year” by Foundation and Endowment Money Management magazine for the Baylor’s top performance that year. In 2010, Ohio State was awarded “Best Large Endowment of the Year” for its new asset allocation plan, performance, and turnaround from the global financial crisis. In 2015, Institutional Investor presented Hook and the foundation the award for “Best Investment Office Re-design”.

Prior to moving into the institutional investing field, Mr. Hook spent twenty years in the corporate and investment banking fields, finally as a Senior Vice President with First Union Securities in Atlanta, Georgia. Throughout his career he focused on origination in the energy sectors specializing in oil and gas exploration and production, oilfield services, and utilities. He also spent several years covering the broad range within the business services sector. Responsibilities included origination and delivery of public debt and equity offerings, private placements, syndicated lending, derivatives products, and capital management services.

Throughout his career, Mr. Hook has been an active fundraiser for many charitable and civic organizations including United Way, Boys and Girls Clubs, the Metro Atlanta Chamber of Commerce, the Baylor Bear Foundation, the Ohio State Campus Campaign, and Pelotonia, one of the most successful bicycling fundraisers in the U.S. for cancer research. He graduated from Willamette University with a B.S, in Economics and Sociology and from Baylor University with his M.B.A. in Finance. Hook serves on the Board of Trustees for the Wells Fargo/GAI family of funds and the Research Corporation for Science Advancement (RCSA).

Ray Jacobson joined Davidson College as the Chief Investment Officer in the summer of 2008. Ray is responsible for the endowment’s $650 million portfolio, which has a significant allocation to alternatives. He and his lean team source, diligence and monitor all managers directly. Prior to Davidson, Ray served as the first CIO for the Golden LEAF Foundation in NC and as an Investment Manager at Duke University (DUMAC). Ray received an MBA from Duke University, an MS from Clemson University, and a BA from Rutgers University. He lives in Davidson with his wife and four children.

Barry Kaplan is the Director of Absolute Return Investments at the National Railroad Retirement Investment Trust. Prior to joining the Trust, he worked for Nuveen Investments, where he was involved in the development and execution of product strategies in support of their closed-end fund business. He received an undergraduate degree from the University of Maryland and an MBA from the Kellogg School of Management at Northwestern University. Mr. Kaplan is a CFA charterholder.

Katty (pronounced CAT-TEE) Kay is the Lead Anchor of BBC World News America. Prior to taking over as Lead Anchor, Kay served as the Washington correspondent for BBC since 2002. Kay’s career with the BBC began in Zimbabwe in 1990 where she started filing radio reports for BBC World Service radio. From there she also covered the end of apartheid in South Africa.

Kay then went on to work as a BBC correspondent in London, and later Tokyo, reporting on stories including the Kobe earthquake and the Japanese economic recession. She settled in Washington in 1996 where she took some time out of broadcast journalism to join The Times’ (the British newspaper) Washington bureau before returning to the BBC in 2002.

From Washington, Kay covers the full gamut of American and global affairs – reporting on U.S. elections, the White House, Congress, Wall Street, global economies and world trouble spots. She also witnessed and reported on the huge change in American policy and psyche brought on by the attacks of September 11. Kay was at the Pentagon just 20 minutes after a hijacked airplane flew into the building – one of her most vivid journalistic memories is of interviewing soldiers still visibly shaking from the attack.

Kay is a frequent guest commentator on NBC’s Meet the Press and MSNBC’s Morning Joe where she also frequently serves as guest co-host.

Katty Kay is co-author of two New York Times best-sellers. The latest is The Confidence Code: The Science and Art of Self-Assurance—What Women Should Know. In it she makes the case that confidence has roots in genetic hard-wiring but also comes by choice: less people-pleasing and perfectionism and more action, risk-taking, and fast failure. In her first book, Womenomics: Write Your Own Rules for Success, Kay explores how women can create a professional life that meets their needs – and in the process creates more profitable companies with happier and more productive employees.

Kay grew up all over the Middle East, where her father was posted as a British diplomat. She studied modern languages at Oxford from where she went on to work for a brief period with the Bank of England. She speaks fluent French and Italian and also what she describes as ‘rusty Japanese.’

Chuck serves as CIO of Carnegie Mellon University, a position he has held since 2010. He joined the university as Senior Investment Manager in December 2007, and since then has helped to develop all aspects of the university’s investment program, including its transition from a traditional asset allocation to one focused principally on private equity and other alternative investments.

Chuck spent the bulk of the early part of his career as an Investment Banker with Dain Rauscher Wessels (now RBC Capital Markets), initially covering various industry sectors before joining his firm’s network technology team, which became a leader in underwriting top performing IPOs. As a partner with the firm’s DRW Venture Partners, he oversaw the partnership’s VC investments within this industry sector.

Immediately prior to joining Carnegie Mellon, Chuck served as a member of the finance faculty at the University of Pittsburgh, where he taught courses in private equity, venture capital, investment banking, financial forecasting, and financial distress, and received the MBA Class of 2007 “Teacher of the Year” award.

Chuck earned an MBA from Harvard Business School and a BS from Duquesne University.

Chun Lai joined the Rockefeller Foundation in 1996. As the Deputy CIO, Mr. Lai oversees portfolio management, asset allocation and investment research for the Foundation’s $4.2 billion endowment. Before serving his current role, he worked as a Portfolio Manager for different parts of the endowment, including building and managing the Foundation’s hedge funds and distressed debt portfolio; managing the real assets and fixed income portfolios as well as overseeing the currency overlay program. Prior to joining the Foundation, Mr. Lai served as Assistant Investment Officer for alternative investments at the State of Connecticut Retirement and Trust Funds from 1992 to 1996. He began his career as an Aeronautics Engineer in China.

Mr. Lai has a bachelor’s degree in engineering from Beijing University of Aeronautics and Astronautics, and an MBA in Finance from the University of Connecticut. He is a Chartered Financial Analyst.

Larry Lindsey is President and Chief Executive Officer of The Lindsey Group. He has held leading positions in government, academia, and business. Prior to forming The Lindsey Group, he held the position of Assistant to the President and Director of the National Economic Council at the White House and was the Chief Economic Advisor to candidate George W. Bush during the 2000 Presidential campaign.

Dr. Lindsey also served as a Governor of the Federal Reserve System from 1991 to 1997, as Special Assistant to the President for Domestic Economic Policy during the first Bush Administration, and as Senior Staff Economist for Tax Policy at the Council of Economic Advisers during President Reagan's first term. Dr. Lindsey served five years on the Economics faculty of Harvard University and held the Arthur F. Burns Chair for Economic Research at the American Enterprise Institute. From 1997 until 2001 he was Managing Director of Economic Strategies, a global consulting firm.

Dr. Lindsey earned his A.B. Magna Cum Laude from Bowdoin College and his M.A. and Ph.D. in economics from Harvard University. He was awarded the Outstanding Doctoral Dissertation Award by the National Tax Association and named the Citicorp Wriston Fellow for Economic Research at the Manhattan Institute. He is the Author of numerous articles and four books: The Growth Experiment, Economic Puppet Masters, What a President Should Know . . . but Most Learn Too Late, and The Growth Experiment Revisited.

Mr. Lumsden is the Chief Executive Officer and Chief Investment Officer of East Lodge Capital Partners (“ELC”). He chairs ELC’s Investment Committee and isa member of the firm’s Risk Management Committee. Mr. Lumsden has over 24 years of investment experience and he is responsible for overseeing all investment decisions for the firm. Prior to founding ELC, Mr. Lumsden was the Chief Investment Officer of Asset Backed Securities at CQS and a member of CQS’ Executive Committee and Risk Management Committee. While at CQS, Mr. Lumsden established the firm’s global Asset Backed Securities business for which he built an 11 person team and oversaw $3.2 billion in assets, including the $2.3 billion CQS ABS Fund. Prior to CQS, Mr. Lumsden was an Executive Director and Senior Asset Manager of the Vehicle Management Group at Rabobank International, where he was a founding member of a three person management team responsible for structuring, launching and running a third party Structured Investment Vehicle called Tango, established in 2002. He helped grow Tango to a $10 billion business before leaving to join CQS in 2006. Mr. Lumsden began his career at Abbey National Treasury Services in 1993 where he was responsible for developing the firm’s US Subprime strategy, and later took over management of global mortgage products and other ABS strategies, a $15 billion business. Mr. Lumsden obtained a BSc (Hons) 1st Class in Business and Management Studies from the University of Bradford.

Presently weighing opportunities in academia, Paul McCulley recently re-retired from PIMCO, as Chief Economist and Managing Director, serving as a member of the Investment Committee in Newport Beach, and authoring the publication, Macro Perspectives. Paul previously retired from PIMCO at the end of 2010, after a decade as Managing Director and Portfolio Manager. He also headed the firm’s Liquidity and Funding Desk, as well as led PIMCO’s Cyclical Economic and authored the monthly research publication, Global Central Bank Focus. During his years in retirement, McCulley was Chair of the Global Society of Fellows at the Global Interdependence Center, of Philadelphia. Earlier in his career, Paul was Chief Economist for the Americas at UBS, where he was named to six seats on the Institutional Investor All-America fixed income research team. Known for coining the terms Shadow Banking System and Minsky Moment, McCulley holds an MBA from Columbia Graduate School of Business and a BS from Grinnell College, of Iowa.

Charles Moore is the Founder and President of The Banc Funds Company, the leading investor in small U.S.-based financial service companies. TBFC has deployed over $4 billion in 30 years across nine private equity funds. The portfolio includes commercial banks, savings banks, S&Ls, insurance companies, securities broker-dealers, and investment managers. TBFC works with its portfolio company management teams in a variety of operational areas including loan portfolio management, business strategy, and accessing capital markets. TBFC invests on behalf of insurance companies, corporate and public pension funds, endowments, and family offices. Mr. Moore is responsible for the Funds’ operations, and supervises a 14-person staff of investment managers, research analysts, and administrators. Prior to establishing The Banc Funds, Mr. Moore managed QM Investments, a company engaged in proprietary equity and options trading as well as providing investment management services to Chicago-area families. He also worked for The Northern Trust Company. Mr. Moore is a Director of The Chicago Council on Global Affairs, an Executive Advisor to The Metropolitan Planning Council of Chicago, and a Sterling Fellow at Yale University. He has also served as a Director of The Chicago Corporation as well as The Banking Research Center at Northwestern University. Mr. Moore has degrees from the University of Pennsylvania (B.A.), University of Oxford (M.A.), and the University of Chicago Graduate School of Business (M.B.A.).

Edgar is a Managing Director at KAUST Investment Management Company (KIMC). Edgar joined KIMC in its early days to lead the investment program in absolute return strategies. Edgar was directly responsible for proposing the initial deployment plan, conducting sub-strategy and manager selection and recommending individual allocations. He is currently responsible for ongoing management and monitoring of the hedge fund portfolio. In early 2008, Edgar joined UBP Asset Management in New York to create and manage a “Focused Recovery Fund”, a hybrid hedge fund / private equity structure anticipating the dislocation of the global financial markets. This fund generated north of 25% IRR and 2.5x MOIC. Edgar joined the hedge fund industry in 2003 as a research analyst at Lighthouse Partners in the New York office. Edgar began his professional career in 1993 as a corporate finance officer at Banamex (now Banamex – Citibank) in Mexico. He relocated to New York in 1997 to work at Bank of America’s Debt Capital Markets division focused on Emerging Markets. Edgar earned a Summa cum Laude B.S. in Chemical Engineering from the Monterrey Institute of Technology (1993) and an MBA from Stanford University (1997).

Paul Podolsky is a Senior Portfolio Strategist at Bridgewater Associates. He is a senior member of the research group with expertise in portfolio structuring and the foreign exchange, interest rate, commodity, and equity markets. He also works with Bridgewater’s clients to develop investment strategies that meet their objectives and to provide insight into the research group’s thinking on global markets and economic conditions. Paul has been with the firm since 2004. He received a B.A. in History from Brown University and a Master’s Degree in Economics from the Fletcher School of Law and Diplomacy, part of Tufts University and in association with Harvard University. He serves on the board of the Westport YMCA.

Barry Rosenstein is the Managing Partner of JANA Partners LLC, an event-driven investment manager that he founded in 2001 which is located in New York and has approximately $11 billion in assets under management. JANA focuses on companies with a compelling valuation and various catalysts to realize value. JANA also has a proven track record in activist investing and has been a successful activist in numerous companies including Qualcomm, ConAgra, PetSmart, Walgreens Boots Alliance, Apache, URS, Safeway, Ashland, Marathon Petroleum, McGraw Hill, CNET, and Kerr-McGee.

Mr. Rosenstein graduated from Lehigh University in 1981 (Phi Beta Kappa) and earned a Masters of Business Administration from the University of Pennsylvania’s Wharton School of Business in 1984. Mr. Rosenstein serves on the board of directors of Walgreens Boots Alliance and is a trustee of Brown University, the US Olympic Foundation, the Rock and Roll Hall of Fame, and the 92nd Street Y in New York City.

Matthew Stone is the Managing Director for the Public Markets and Absolute Return portfolios, a position he has held since 2009. In his role, he oversees a team responsible for investment decisions in public equities, hedge funds, private debt, fixed income and credit. Matt joined the University of Chicago’s Office of Investments staff as a portfolio manager in 1999 and advanced to Assistant Vice President and Director of Absolute Return Investments in 2001.

From 1995 to 1999, he was Vice President of the Portfolio Services Group at Arbor Research & Trading in Barrington, Illinois. He has been a fixed income consultant for BARRA, a futures contract designer for the Chicago Board of Trade, a computer programmer and a money market trader for a $4.5 billion bank.

Matt holds an MBA in finance and marketing from the University of Chicago Booth School of Business, a BA in English from the University of Pennsylvania, and a BS in economics from the Wharton School. He is a CFA Charterholder.

Andrew Tsai is the Managing Principal and Chief Investment Officer of Chalkstream Capital Group, L.P, which he co-founded in 2004 with Peter Muller. He formed Chalkstream after a 10 year career in finance, with various roles including the CIO of Integrity Capital Management, L.L.C., as well as Head of German Government Fixed-Income Trading at Lehman Brothers International in London. Andrew graduated in 1993 from the Wharton School of Business at the University of Pennsylvania with a B.S. in Economics. He is on the board of trustees for both the Cancer Research Institute and The Brearley School.

Mr. Ulrich is currently the Chief Executive Officer of Anchorage and serves as the key Portfolio Manager for substantially all of the domestic and offshore funds managed by the firm. Prior to co-founding Anchorage and Anchorage Capital, L.L.C. in 2003, Mr. Ulrich was Managing Director, Head of Distressed Bank Loans and Global Head of Bank Loan Trading at Goldman Sachs. In this capacity, Mr. Ulrich was directly responsible for the trading operation and proprietary investment portfolio of the Goldman Sachs Bank Loan business. Prior to joining Goldman Sachs, Mr. Ulrich was an Associate in the Investment Banking division of Lehman Brothers Inc. Mr. Ulrich’s professional education was at Harvard Law School, where he graduated with honors.

Kathleen Vogelsang is the Chief Investment Officer at the Van Andel Institute, responsible for the investment management of the Institute’s Endowment. Kathleen directs the asset allocation and investment strategy for the endowment. She also heads up the manager selection and due diligence process for the portfolio’s global public equity, fixed income, hedge fund and private equity managers. The VAI investment office also manages an internal equity portfolio.

Kathleen came to VAI in June of 2005 from Fifth Third Bank, where she was Vice-President/Senior Portfolio Manager in the Wealth Management Group. Prior to joining Fifth Third Bank, Kathleen held the position of Investment Manager for JVA Enterprises, the family office of Jay and Betty Van Andel, where she was responsible for the management of the investment portfolios of Jay and Betty Van Andel and their Foundation. In this capacity, Kathleen managed the fixed income portfolios in-house, and directed the equity and alternative investments with third party managers.

Kathleen serves on the Board of Pine Rest Mental Health Hospital, Meijer Gardens & Sculpture Park, Ele’s Place Grand Rapids, and the National Board of the World Affairs Council of America. She is a member of the Investment Committee for Grand Valley State University’s Endowment and for the Grand Rapids Community Foundation Endowment. Kathleen serves as a Commissioner for the Michigan Women’s Commission, appointed by Governor Rick Snyder of the State of Michigan.

Kathleen received a Bachelors of Business in Finance and an MBA from Grand Valley State University and holds the Chartered Financial Analyst (CFA) designation from the CFA Institute.

Martin Wolf is Associate Editor and Chief Economics Commentator at the Financial Times, London, writing a weekly column on the world economy and a fortnightly column on the UK. For his “services to financial journal¬ism”, Martin was awarded the CBE (Commander of the British Empire) in 2000.

Martin brings considerable practical experience to his writings. He was a member of the UK government’s Independent Commission on Banking between June 2010 and September 2011. Previously, he was a Senior Economist for ten years at the World Bank’s division of international trade. He has been a Forum Fellow at the World Economic Forum in Davos since 1999, where he has served as a moderator, and is a member of its International Media Council. He was Director of Studies at the Trade Policy Research Centre, London, and has advised governments and international organizations on trade and economic integration.

Martin is the Author of several books and numerous articles on global economics and political economy. His most recent book is The Shifts and The Shocks: What We’ve Learned — and Have Still to Learn — from the Financial Crisis (September 2014). Previous books include Why Globalization Works and Fixing Global Finance: How to Curb Financial Crises in the 21st Century. Fixing Global Finance describes how the current financial crisis devel¬oped and what we can do to help ensure future global financial stability. China Business News named Fixing Global Finance its Financial Book of the Year for 2009.

Martin has won several prestigious awards for his journal¬ism, most recently the Overseas Press Club of America’s prize for “best commentary on international news in any medium” for 2013; the James Cameron Memorial Award for 2012; a distinguished honorary fellowship by the European International Business Academy in 2012; and the 2012 International Ischia Journalism Prize (Italy’s most prestigious media award).

Other awards include the US Society of Business Writers and Editors 15th Annual Best Business Journalism award, and the “Ludwig-Erhard-Preis für Wirtschaftspublizistik” (“Ludwig Erhard Prize for economic commentary”) from the Ludwig Erhard Stiftung (Foundation) for 2009. He won “Commentariat of the Year 2009” at the Comment Awards, sponsored by Editorial Intelligence, and the Decade of Excellence Award at the 2003 Business Journalists of the Year Awards.

Mr. Woodbury has served as the Managing Director of Absolute Return Strategies in the investment office of the University of Pennsylvania since September 2007. He is responsible for overseeing the hedge fund investment programs for the university endowment and also for the university’s various pension plans. Hedge fund investments at Penn account for 25% of endowment assets. The hedge fund program includes allocations to a wide range of strategies including both marketable and less liquid investments with varying degrees of market risk.

Prior to joining Penn, Mr. Woodbury ran the equity long/short investment research group at Ivy Asset Management. Prior to Ivy, Mr. Woodbury was a Portfolio Analyst at the Tiedemann Investment Group (hedge fund) and an Equity Research Analyst Lehman Brothers in New York. Mr. Woodbury holds a BA in Economics from Brigham Young University and an MBA from The Wharton School at the University of Pennsylvania. He is a both a CFA and CAIA charter holder.

Ms. Xu has twenty years of experience in venture capital and growth capital investments in China. She has led several successful investments in China including JD.com, Ganji.com, Netease.com, Yifeng Pharmacy Chain, Cosmo Lady Underwear Chain. Four entrepreneurs she backed have become China’s “Top 100 Richest Men” ranked by Forbes.

Ms. Xu founded Capital Today in 2005 with a vision to help Chinese entrepreneurs build No.1 brands in China. Capital Today believes in power of branding and power of compounding and only invests in 3 sectors which include consumer Internet, consumer brands and retail chain stores. Ms. Xu was selected one of “China Top Venture Capitalists” by Forbes from 2008 to 2014, and one of the 25 Most Influential People in Asia – “2004 Stars of Asia” by Business Week.

Peter Zeihan is a Geopolitical Strategist who has lived in the world of international affairs throughout his career. He launched his own firm, Zeihan on Geopolitics, in 2012 in order to specialize in customized executive briefings for his clients. In his new life Zeihan applies his 12 years of intelligence experience and a geopolitical perspective to the specific needs of his clients. With a mix of insight and irreverence he helps them see their businesses and industries from a new point of view, so that they can prepare for a now-more-understandable future. Zeihan’s first independent book - The Accidental Superpower - published in November 2014.

Mr. Zeihan is a frequent guest on national and international television news shows on CNN, ABC, Fox News, and also is frequently interviewed for radio programs. He has been quoted in major print and online publications including the New York Times, Forbes, the Wall Street Journal, AP, Bloomberg, MarketWatch and many others.

Before becoming a full-time speaker, Zeihan was part of the core team that built Stratfor into a geopolitical consultancy and publishing house. In his variety of roles - for four years serving as the firm’s Vice President of Analysis - he designed products, serviced client needs and managed the firm’s analytical teams across all geographic and topical areas of responsibility.

Zeihan began his career working for the State Department in Australia, later moving to Washington DC to join the Center for Political and Strategic Studies under Susan Eisenhower. In both capacities, he regularly analyzed developments in Asia, Europe and the former Soviet Union while producing briefs and publications.

When Zeihan isn’t speaking to the future of shale energy or Brazilian finance or Russian military strategy or German industry or Indonesian mining or China’s political transition, he is typically working on the draft of his next book, Shale New World.