2021 Speakers

Henry Kravis**

Co-Chairman and Co-CEO,
Kohlberg Kravis Roberts & Co.

Henry Kravis (New York) co-founded KKR in 1976 and is Co-Chairman and Co-Chief Executive Officer. He is actively involved in managing the firm and serves on each of the regional Private Equity Investment Committees. Mr. Kravis currently serves on the boards of First Data Corporation and ICONIQ Capital, LLC. Mr. Kravis is chairman of the Business Council and also serves as a director, chairman emeritus, or trustee of several other cultural, professional, and educational institutions, including Claremont McKenna College, Columbia Business School (co-chairman), Mount Sinai Hospital, the Partnership for New York City (former chairman), the Partnership Fund for New York City (founder), Rockefeller University (vice-chairman), SEO (chairman), and the Tsinghua School of Economics and Management in China.

He earned a B.A. from Claremont McKenna College in 1967 and an M.B.A. from Columbia Business School in 1969. Mr. Kravis has more than four decades of experience financing, analyzing, and investing in public and private companies, as well as serving on the boards of a number of KKR portfolio companies.

Orlando Bravo**

Co-Founder and Managing Partner,
Thoma Bravo

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions in accordance with its principles of partnership, innovation and performance. Orlando has overseen over 270 software acquisitions conducted by the firm, representing more than $79 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was part of Thomson Reuters “Eight Buyout Pros to Watch” in 2009.

Orlando was born in Mayaguez, Puerto Rico. He graduated Phi Beta Kappa with a bachelor’s degree in economics and political science from Brown University in 1992 and earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998.

He is the Founder and Chairman of the Bravo Family Foundation, the mission of which is to provide access and opportunities to young adults in Puerto Rico. Orlando directs the organization’s various programs and initiatives to promote entrepreneurship, community-based leadership and economic development in Puerto Rico. After Hurricane Maria hit Puerto Rico in 2017, he spearheaded a humanitarian mission to remote communities on the island. In 2019, Orlando committed $100 million to the Foundation’s Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship in Puerto Rico.

The Orlando Bravo Center for Economics Research at Brown University supports innovative research, training and collaborative projects for faculty and students in the Department of Economics. At Stanford Law School, Orlando created the Bravo Family Public Interest Post-Graduate Fellowship Fund to support students seeking full-time employment in public interest.

Orlando’s philanthropic focus also includes child healthcare. He endowed faculty scholar and fellow positions at Stanford University’s Sean N. Parker Center for Allergy Research. He supports a wide range of medical research conducted at Stanford University, at the University of California San Francisco (UCSF) and at the College of Physicians and Surgeons at Columbia University.

Mellody Hobson

Co-CEO and President,
Ariel Investments

As Co-CEO, Mellody is responsible for management, strategic planning and growth for all areas of Ariel Investments outside of research and portfolio management. Additionally, she serves as Chairman of the Board of Trustees of the Ariel Investment Trust—the company’s publicly traded mutual funds. Prior to being named Co-CEO, Mellody spent nearly two decades as the firm’s President. Outside of Ariel, Mellody is a nationally recognized voice on financial literacy. Her leadership has also been invaluable to corporate boardrooms across the nation. She currently serves as Vice Chair of the Board of Starbucks Corporation, and is the incoming Chairman of Starbucks, effective March 2021. She is also a director of JPMorgan Chase. She previously served as Chairman of the Board of DreamWorks Animation until the company’s sale and was also a long-standing board member of the Estée Lauder Companies. Mellody’s community outreach includes her role as Chairman of After School Matters, a Chicago non-profit that provides area teens with high-quality after school and summer programs. Additionally, she is vice chair of World Business Chicago; co-chair of the Lucas Museum of Narrative Art; and a board member of the George Lucas Education Foundation and Bloomberg Philanthropies. She also serves on the board of trustees of the Center for Strategic & International Studies, and of the Los Angeles County Museum of Art (LACMA). Mellody is a member of the American Academy of Arts and Sciences, The Rockefeller Foundation Board of Trustees, and serves on the executive committee of the Investment Company Institute. Mellody earned her AB from Princeton University’s Woodrow Wilson School of International Relations and Public Policy. In 2019, she was awarded the University’s highest honor, the Woodrow Wilson Award, presented annually to a Princeton graduate whose career embodies a commitment to national service. She has also received honorary doctorate degrees from Howard University, Johns Hopkins University, St. Mary’s College, and the University of Southern California. In 2015, Time Magazine named her one of the “100 Most Influential People” in the world.

Marcelo Claure

Chief Executive Officer,
SoftBank Group International

Chief Operating Officer,
SoftBank Group Corp.

Marcelo Claure serves as CEO of SoftBank Group International and COO of SoftBank Group Corp., where he oversees the company’s strategic direction and its portfolio of operating companies, including WeWork, SB Energy, Fortress, Boston Dynamics, as well as SoftBank’s stake in T-Mobile U.S. He also spearheads the SoftBank Latin America organization, a $5 billion fund dedicated to investing in technology growth opportunities throughout the region, as well as the newly-launched SB Opportunity Fund, a $100 million fund dedicated to investing in entrepreneurs of color.

In addition, Claure serves as Executive Chairman of WeWork, the world’s largest co-working and space-as-a-service company, where he oversees the company’s long-term strategy and growth-led transformation.

Previously, Claure served as President and CEO and then as Executive Chairman of Sprint, where he is widely recognized for delivering the best financial results in Sprint’s 120-year history and architecting its $195 billion merger with T-Mobile U.S. Prior to Sprint, Claure founded Brightstar, which he built into the world’s largest global wireless distribution and services company and the largest Hispanic-owned business in U.S. history, with operations in more than 50 countries and revenues exceeding $10 billion.

Claure is a member of the Boards of Directors of Arm and Univision, and serves as Chairman of Fortress. He is also the president of Club Bolívar, Bolivia’s most popular and successful soccer team; co-owner and Chairman of Inter Miami CF, this year’s newly debuted MLS team; and most recently co-owner of Girona FC.

Jason Kelly

Chief Correspondent,
Bloomberg QuickTake

Jason Kelly is the chief correspondent for QuickTake by Bloomberg, the company’s recently launched digital news network. He’s the host of two series debuting in 2021: “Portrait,” an intimate profile show, and “The Business of Sports,” exploring the nexus of commerce, sports and culture. He also hosts the weekly Bloomberg Business of Sports radio show and podcast. Jason has held a variety of positions at Bloomberg over nearly two decades, including New York bureau chief, anchor of Bloomberg Businessweek on radio and television and editorial head of the live event business. He is the author of two books — “The New Tycoons,” the seminal work on the global private equity industry, and “Sweat Equity,” an exploration of the fitness and wellness economy. Prior to joining Bloomberg’s Atlanta bureau in 2002, Jason ran a start-up magazine on technology and venture capital and covered the 1996 Olympics for the Atlanta Journal-Constitution. He lives in Sleepy Hollow, New York with his wife and children.

Alex Doñé

Deputy Comptroller of Asset Management and Chief Investment Officer,
Office of the New York City Comptroller

Mr. Doñé is the Deputy Comptroller for Asset Management and Chief Investment Officer for the Bureau of Asset Management in the Office of the New York City Comptroller, which serves as investment advisor to the New York City Retirement Systems. With over $250 billion in assets, it is the fourth-largest public pension fund in the United States providing retirement benefits to over 730,000 members, retirees and their beneficiaries.

Prior to joining the Comptroller’s Office, Mr. Doñé served for two years as Presidential Appointee to the Barack Obama Administration at the U.S. Department of Commerce – Minority Business Development Agency.

Previously, Mr. Doñé served as a consultant and member of the investment team at Clearlake Capital Group, a privately held private equity investment firm. Before that, Mr. Doñé was head of retail industry investment banking at KPMG Corporate Finance. He began his over 25 year career as an investment banker at Merrill Lynch & Co. where he led or participated in the execution of financial and strategic advisory transactions representing more than $25 billion in transaction value.

Mr. Doñé holds an AB from the Woodrow Wilson School of Public and International Affairs at Princeton University.

Ramsey Smith* **

Founder,
ALEX.fyi

Ramsey D. Smith is an entrepreneur and founder of the digital insurance agency ALEX.fyi, a
platform for retirement income solutions. He is focused on modernizing the distribution paradigm in the $230B annuities industry.

Prior to starting ALEX.fyi, Ramsey spent 21 years at Goldman Sachs, where he served as a
Managing Director. There, he pioneered and led multiple Equity Derivative businesses. In the Life Insurance space, he developed a franchise that provided corporate level risk management and investment strategies for the nation’s top carriers. Previously, he co-led the Equity Division’s Canadian Institutional Team, where he was responsible for providing risk management and investment tools to major governmental Pension plans and other institutional clients in Canada. Ramsey also served as co-head of the GS Firmwide Black Network.

He started his career at Credit Suisse as an analyst in the Mergers and Acquisitions Group where he covered the Natural Resources industry.

Ramsey is a Trustee of the Dalton School and serves as Vice Chair of the Board of SEO, a nonprofit organization dedicated to closing the opportunity gap in underserved communities.

He is a graduate of Princeton University and earned his MBA from Harvard Business School. Ramsey and his wife, Sabrina, live in Atlanta and have two children.

Maya Chorengel**

Co-Managing Partner,
The Rise Fund

Maya Chorengel is a Co-Managing Partner at The Rise Fund, the world’s largest, global impact platform committed to achieving measurable, positive social and environmental outcomes alongside competitive
financial returns. Founded by TPG in partnership with Bono and Jeff Skoll, and with more than $5 billion in assets under management, Rise invests in growth-stage, high potential, mission-driven companies
that have the power to change the world. A longtime impact, private equity and venture capital investor, Maya also leads financial services and fintech investing for Rise globally and is a key architect of
the fund’s impact methodology and assessment process.

Prior to joining TPG, Maya was a co-founder of Elevar Equity, a leading impact venture capital firm with a track record of top quartile financial returns and meaningful impact on over 20 million low-income households in Asia and Latin America. Prior to Elevar, Maya was Managing Director of the Dignity Fund, a private investment fund focused on local currency debt financing for high-growth microfinance institutions globally. She began her investing career at Warburg Pincus in New York, Hong Kong and Menlo Park.

Maya serves as a Director of Benevity, EverFi, Varo Bank, Nithio, SEO, and Kiva. She also serves on the Advisory Boards of the Harvard Business School Social Enterprise Initiative and CASE i3 at Duke University, and co-authored a Harvard Business Review article entitled “Calculating the Value of Impact Investing.” Maya earned an A.B. in Social Studies from Harvard College and an M.B.A. from Harvard Business School.

Eileen A. Aptman

Chief Investment Officer,
Belfer Management

Eileen A. Aptman.  Ms. Aptman is the Chief Investment Officer for Belfer Management LLC, a family investment firm that emphasizes energy, real estate, financial services and certain consumer-facing businesses.  Prior to joining Belfer Management LLC, Ms. Aptman managed the small and midcap value investment strategy in the Asset Management Division of Goldman Sachs.  Ms. Aptman started her investment career as an Equity Analyst for Scott Black at Delphi Management.  Ms. Aptman has served on the Boards of Directors of public and private companies including Presidential Financial and American Midstream Partners. Ms. Aptman is currently a Director of Del Taco Restaurants and is Chair of the Compensation Committee.   Ms. Aptman is a Member of George Soros’ Open Society Foundation Investment Committee as well as the Arts & Sciences Board of Advisors and the Investment Committee of Tufts University.  She is also a Member of the Board of CodeNation and on The Brookings Council.  Ms. Aptman received a BA from Tufts University in Political Science and Asian Studies and is a CFA^® charter holder.

Stephen Cammock

Executive Director,
GCM Grosvenor

Mr. Cammock focuses on private equity, more specifically on emerging managers, middle market buyout and diverse managers. Mr. Cammock has extensive experience in underwriting co-investments, growth equity, and secondary investment opportunities, and is involved with deal sourcing and client relationship management. Mr. Cammock is a recipient of the 2015 National Association of Investment Companies (NAIC) Rising Star Award. Mr. Cammock received his Bachelor of Arts in History from Yale University.

Dawn Fitzpatrick

Chief Investment Officer,
Soros Fund Management

Ms. Fitzpatrick joined Soros Fund Management LLC as the Chief Investment Officer in April 2017, in this capacity she heads the firm with oversight for both investment and non-investment personnel. Prior to joining Soros, Dawn spent 25 years at UBS and its predecessor organizations, where most recently she was Head of Investments for UBS Asset Management. In that role, she had global responsibility for overseeing active and passive strategies across asset classes, comprising over $500 billion of client capital. Prior to that she was CEO and CIO of the O’Connor hedge fund business. Dawn began her career as a clerk on the American Stock Exchange and then a trader on the Chicago Board of Options exchanges.

Ms. Fitzpatrick currently serves on the Open Society Foundations’ Economic Justice Program Advisory Board, the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, and the Barclays Board as a non-executive Director. Ms. Fitzpatrick received her Bachelor of Science in Economics from the University of Pennsylvania’s Wharton School of Business.

Gilbert Garcia**

Managing Partner,
Garcia Hamilton & Associates

Mr. Garcia received a B.A. in Economics from Yale University. After graduating in
1985, he joined Salomon Brothers in New York City where he became a Vice
President specializing in mortgage-backed securities. In 1990, he joined former
Mayor Henry Cisneros to build Cisneros Asset Management Company, ultimately
becoming its President. In 2002, he joined Garcia Hamilton & Associates and is the
firm’s Managing Partner. Under his leadership, the firm grew from $200 million in
fixed income assets under management to over $17 billion as of March 2021.

GH&A has received numerous industry recognitions. Most recently in 2020, Houston Business Journal recognized Mr. Garcia as a Diversity Champion within their Diversity in Business Awards. In 2019, he was awarded Houston’s Top CEOs, as well as being ranked among their Best Places to Work in 2018. The firm also received Pensions & Investments’ Best Places to Work in Money Management for the fifth year in a row (2020, 2019, 2018, 2017, 2016). Emerging Manager Monthly awarded the firm Fixed Income Manager of the Year for the third time (2019, 2018 and 2010). Other past awards include FundMap’s 2018 US Fixed Income Manager, Institutional Investor’s Intermediate-Term Fixed Income Manager of the Year in 2016 and 2015, as well as their 2014 Fixed Income Investment Grade Manager of the Year.

During the recent COVID-19 crisis, Mr. Garcia and GH&A have donated over 30,000 masks along with hand sanitizer
and disinfectant wipes to various organizations.

Mr. Garcia is proud to serve on two SEC advisory boards: SEC’s Fixed Income Market Structure Advisory Board and
SEC’s Asset Management Advisory Committee where he leads a subcommittee focused on Diversity and Inclusion. He
currently serves as a member of the Board of Trustees for Dallas Police & Fire Pension System and serves with Chairman
Henry Kravis on the Board of Directors of SEO, a non-profit providing summer internships on Wall Street for minority
undergraduates. Additionally, in 2018 he was co-chair for the Susan G. Komen Race for the Cure. The same year, he was
also awarded “Male Entrepreneur of the Year 2018” by the Houston Hispanic Chamber of Commerce. In 2015, Mr.
Garcia was awarded the SEO Alumni Leadership Award alongside other honorees, including the former mayor of New
York City, Michael R. Bloomberg, and Co-Founder & Co-CEO of The Carlyle Group, David M. Rubenstein.
From 2012 – 2016, Mr. Garcia served as Chairman of the Metropolitan Transit Authority of Harris County where he
implemented the “Garcia Rule” which requires at least one diverse investment manager be included in every asset class
search. Also, during his tenure, METRO paid down debt and started five year budget forecasting , secured a $900
million full funding grant agreement for light rail expansion, passed a referendum securing additional funding for
METRO with 80% voter approval, increased light rail from 7 miles to 22 miles, and reimagined the entire bus system.
This led to METRO receiving transparency awards and being awarded the 2015 APTA Award for outstanding Public
Transportation System Achievement.

Previously, Mr. Garcia served on the Board of Directors of Sanchez Energy, Secretary of the Board of Directors of the
Houston Downtown Management District, member of the Board of Directors of the Yale Club of Houston and a member
of the Board of Trustees of the Houston Municipal Employees Pension System. In addition, he is a Class X graduate of
Leadership Houston. Mr. Garcia is married with four children and enjoys martial arts and coaching youth sports.

William A. Goodloe**

President & Chief Executive Officer,
SEO

Since William joined SEO as President & CEO in 2001, he and the SEO team have focused on steadily enhancing programs targeting young people underserved and/or underrepresented at top colleges and in coveted industries.

During William’s tenure the number of young people served annually has grown to 3500+ per year – a 700% increase.   Along the way SEO has burnished its reputation for preparing young talent to succeed at competitive colleges, as well as at 100+ world-class companies and law firms.

Previously, William was Executive Director of Inner-City Scholarship Fund and Vice President of the Center for Youth Development.  He began his career in advertising and sales management, including positions with Procter & Gamble and Corning Inc.

William is a trustee of the Altman Foundation and Partnership Schools.  He also serves on an advisory board for the Federal Reserve Bank of NY and was appointed to a citywide education task force by Mayor de Blasio.  William received his MBA from Columbia Business School and his B.S. from American University.

Renae Griffin

Executive Director,
GCM Grosvenor

Ms. Griffin focuses on expanding the firm’s small, emerging and diverse manager platform. She also serves on the Diversity, Equity and Inclusion Committee. Prior to joining GCM Grosvenor, Ms. Griffin was CEO of RG + Associates, a consulting firm she founded that provided tools and resources for emerging and diverse asset managers, as well as institutional investors and government agencies seeking diverse business partners. The firm also sponsored the annual ConsortiumEAST and ConsortiumWEST conferences. Prior to RG + Associates, Ms. Griffin worked as a Marketing Director at Progress Investment Management Company, where she was responsible for investor relations, institutional investor marketing, and strategy for many of the largest public institutional investors in the country. Previously, Ms. Griffin worked at Capital Guardian Trust Company as a Marketing Associate working with senior portfolio managers and marketing executives. Ms. Griffin began her career in finance with Bankers Trust Company serving as an Associate to senior officers in the commercial lending group. She received her Bachelor of Science in Economics from the University of San Francisco. Ms. Griffin is a member of the National Association of Securities Professionals (NASP), Private Equity Women Investment Network (PEWIN), and the Real Estate Executive Council (REEC).

Harisha Koneru Haigh

Managing Director, Private Investments & Real Assets,
Northwestern University

Harisha Haigh has 25 years of experience advising and investing in fund managers and in companies. Her experience stretches across asset classes and geographies. Ms. Haigh has a particular understanding of the institutional private markets. As a member of numerous advisory boards, she is a thought partner to general partners on strategic, legal, and organizational matters.

For the last 16 years, Ms. Haigh has managed the Private Investments and Real Assets portfolios for Northwestern University’s $12 billion endowment. Ms. Haigh is responsible for all aspects of the nearly $6 billion illiquid portfolio, including venture capital, buyouts, real estate, and natural resources investments. She also led several co-investments across the portfolio.

Prior to joining Northwestern University in 2005, Ms. Haigh was a Principal at PPM America Capital Partners, LLC, the U.S. private equity manager for Prudential plc and Jackson National Life Insurance Company. She also worked in London for Silverfleet, a PPM affiliate, focusing on European middle market buyout transactions. Ms. Haigh began her career in the investment banking department of ABN AMRO, concentrating on mergers and acquisitions of small and middle market companies.

Ms. Haigh received a Bachelor of Science in Business Administration from Washington University in St. Louis and an MBA from Northwestern’s Kellogg School of Management. Ms. Haigh is a CFA charterholder.

Ms. Haigh resides in Chicago with her husband and two children. She is a member of SEO Alternative Investments’ Limited Partner Advisory Council and hosts a biweekly Open House for young women on behalf of the Women’s Association of Venture and Equity (WAVE). Ms. Haigh serves on the investment committee for the North South Foundation and the Indian American Medical Association Charitable Foundation.

Jason Howard*

Managing Director, Private Equity Investments,
GCM Grosvenor

Mr. Howard is co-head of the firm’s private equity diverse manager practice and also serves on the ESG Committee and the Diversity, Equity and Inclusion Committee. He focuses on client portfolio management and private equity fund investments and co-investments. Prior to joining GCM Grosvenor, Mr. Howard was an Associate in the Investment Banking Division at Goldman Sachs. Mr. Howard was also a Manager of Deal Analysis at Walt Disney Pictures and Television and a consultant for Turner Broadcasting. He began his career in the Mergers & Acquisitions Group at Goldman Sachs. Mr. Howard graduated with high honors from the Goizueta Business School at Emory University with his Bachelor of Business Administration. Mr. Howard currently serves as a member of the board of the Segerstrom Center for the Arts, and he recently completed a nine-year term on The Salvation Army’s National Advisory Board.

Michael Miller*

Chief Investment Officer,
Crewcial Partners

Michael Miller joined Colonial Consulting (now Crewcial Partners) in 1986 and is currently the firm’s Chief Investment Officer.  In addition to leading the firm’s investment effort, Mike provides the firm’s clients with advice on asset allocation, manager selection and performance evaluation/attribution. Mike has thirty four years of experience in the consulting business, all with Colonial Consulting.

Mike holds a BS degree in Computer Science and an MA degree in Statistics, both from Columbia University. He was also awarded the Chartered Financial Analyst or CFA designation.

Crewcial Partners is a New York based firm which focuses on providing investment advices to not-for-profit institutions.  The firm is owned by its employees.  At present, Colonial has over one-hundred twenty five client relationships representing over $ 30 billion in capital.

Brian O’Neil

Chief Investment Officer,
The Robert Wood Johnson Foundation

Brian O’Neil joined the Robert Wood Johnson Foundation as Chief Investment Officer in January 2003. He is responsible for the Foundation’s $12 billion investment portfolio.

O’Neil worked at the Equitable Life Assurance Society (now AXA Equitable) from 1980 to 2002. He was named Chief Investment Officer in 1992, at the time the company demutualized and went public. In this role he was responsible for Equitable’s $40 billion general account investment portfolio, as well as relationships with ratings agencies and investors. In 1995, he moved to AXA’s headquarters in Paris, where we was global head of Asset/Liability Management and, in 1997, was named Chief Investment Officer of AXA Investment Managers Paris. On his return to Equitable, he became head of the Variable Life and Annuity Funds Management business.

O’Neil is a trustee of the Brooklyn Public Library System.

He received an MBA from the Columbia Graduate School of Business, and an AB from Princeton University. He received the CFA designation in 1983.

O’Neil lives in Brooklyn, is married, and has four children.

Tim Recker

Chief Investment Officer & Treasurer,
The James Irvine Foundation

Tim Recker joined Irvine in November 2016 as the Chief Investment Officer and Treasurer. He directs the Foundation’s $3.5 billion endowment, develops its investment policy and strategy, and is a member of the Foundation’s Executive Team.

Prior to Irvine, Mr. Recker served for 10 years as the Managing Director of Private Equity and Real Assets for the Regents of the University of California where he oversaw an $8 billion portfolio. Previously, he was Director of Alternative Investments for the Michigan Retirement System, where he oversaw a $13 billion portfolio of Private Equity, Hedge Funds, and Structured Products. Prior to Michigan, Mr. Recker was a portfolio manager for GE Asset Management, running a $5 billion multi-asset portfolio. He completed the two-year Financial Management Program at General Electric.

Mr. Recker is the former Chairperson of the Institutional Limited Partners Association and is also a Chartered Financial Analyst. He is a trustee and investment committee chair for the College Preparatory School, an investment committee member for the Piedmont Community Church and a regular guest lecturer at UC Berkeley.

Mr. Recker earned his M.B.A. from the University of North Carolina at Chapel Hill, and a bachelor’s degree in economics and business administration from Bellarmine College.

Reginald Sanders

Director of Investments,
W.K. Kellogg Foundation

Reginald G. Sanders, CFA, CAIA is Director of Investments for the W.K. Kellogg Foundation, reporting to the Chief Investment Officer.  In his role as a member of the foundation and the W.K. Kellogg Foundation Trust investment team, Mr. Sanders is responsible for investment policy and strategy, portfolio management, investment research and external manager due diligence across asset classes.

Prior to the W.K. Kellogg Foundation, Mr. Sanders was Manager of Pension Investments for Eastman Kodak Company, where he was primarily responsible for managing the alternative asset classes, which included the hedge fund and illiquid investment programs, for the company’s U.S., U.K., and Canadian pension plans.  Prior to Eastman Kodak, Mr. Sanders was an equity research analyst for AEW Capital Management. Mr. Sanders also has prior equity research analyst experience with both T. Rowe Price Associates, Inc. and GW&K Investment Management.  Additionally, Mr. Sanders was a utilities industry analyst for A.G. Edwards & Sons, Inc.

Mr. Sanders holds a Bachelor of Science degree in accounting from Florida A&M University and a Masters in Business Administration from Harvard Business School, where he was a Robert A. Toigo Fellow.  Mr. Sanders has previously served in the Office of President for the Toigo Alumni Association.   Mr. Sanders currently sits on the State for the State of Michigan Investment Board, which oversees over $100 billion in defined benefit and defined contribution assets for the Michigan Retirement Systems, and on the Investment Advisory Committee of the $3 billion Harry and Jeanette Weinberg Foundation in Baltimore, Maryland.

Bei Saville

Chief Investment Officer,
Advance Treasury and Fingerboard Family Office

Bei is the Chief Investment Officer of Advance Treasury and Fingerboard Family Office. Headquartered in New York City, Advance is a private, family-owned enterprise for near a century. Bei is responsible for the single-family office investments, family foundation investments as well as the corporate liquid assets. Bei’s investment career began in the mid-90’s, and over the past 20+ years she has established a reputation as a long-term investor.  She has a significant background in portfolio management, alternative investments and strategic planning. Prior to Advance, Bei was the CIO for Endowments and Foundations at Northern Trust. Previously, she was the Director of Alternatives at Helmsley Charitable Trust. Before that, she held senior investment positions at Pfizer and Morgan Stanley. Bei is the Trustee of the Victoria Foundation and the Knowles Foundation. She is a member of the Advisory Council for Alternative Investments at the Sponsors for Educational Opportunity.

Marcus Siezing

Chief Investment Officer & Co-President,
Dillon Trust Company

Marcus Siezing is CIO and Co-President of Dillon Trust Company, a private family trust company.  The firm investments globally across all asset classes, public and private markets.  Mr. Siezing is responsible for all aspects of the investment program.

Clinton Stevenson

Investment Director,
California Public Employees’ Retirement System (CalPERS)

Clinton L. Stevenson joined CalPERS as an Investment Director in March 2017.

As the Investment Director of Investment Manager Engagement Programs, he provides coordination across all of CalPERS’ asset classes. Specific areas of focus are emerging & transition managers.

Mr. Stevenson has more than 35 years in the investment industry including 30 years at the Ford Foundation, where, as the director of Investment Administration, he pioneered the Foundation’s investments in U.S. and non-U.S. small capitalization stocks, emerging market equity, emerging market debt and private real estate. He also directed the Foundation’s investment operations and proxy voting. In addition, he founded a firm that advised not-for-profit institutions on the structure, management, and governance of their investment programs.

Mr. Stevenson earned a bachelor’s degree from Coe College in Cedar Rapids, Iowa with a double major in Mathematics & Economics. He received an MBA from the Stanford University Graduate School of Business and an MA from Stanford University’s Doctoral Program in Economics.

Stefan Strein

Chief Investment Officer,
Cleveland Clinic

Stefan joined the Cleveland Clinic in 2015 in the newly created role of Chief Investment Officer.  He has over two decades of investment experience, including the management of diversified endowment portfolios, alternative investments, and portfolios of direct investments.  He is responsible for the strategic direction and investment management of the Clinic’s $13 billion in investible financial assets, which includes the short and long-term investment portfolios, defined benefit pension funds, and a captive offshore insurance trust.  In addition, he co-Chairs the Cleveland Clinic’s Retirement Committee, which oversees the $10 billion in defined contribution assets invested for the organization’s 70,000 caregivers.

Prior to joining the Cleveland Clinic, Stefan was the Vice President and Chief Investment Officer of The Annie E. Casey Foundation, a national private philanthropic organization he served for ten years.  Earlier in his career, Stefan was a member of the general partner in two early stage venture capital firms and also worked in commercialization and licensing of university-developed technology for Johns Hopkins and Virginia Tech.

Stefan has served on the Advisory Boards of several financial/investment organizations.  Currently he is serving on the Advisory Boards of ABRY Partners, Altos Ventures, Flare Capital, Greenspring Associates, and for Sponsors for Educational Opportunity, an organization dedicated to providing education-to-career pathways into the investment industry for minority youth and college students.  In addition, he serves on the Investment Committee of The Cleveland Foundation and has previously served on the Investment Committees of the Maryland State Retirement and Pension System, The Planned Parenthood Federation, and The Baltimore Community Foundation.  Stefan holds an undergraduate degree from Washington College and a graduate degree from Johns Hopkins University.

Kelly Williams

Founding Chair & Chief Executive Officer,
Private Equity Women Investor Network (PEWIN)

Ms. Williams is the CEO of The Williams Legacy Foundation.  Ms. Williams is a recognized leader in the alternative investment industry having founded the Customized Fund Investment Group (CFIG) at The Prudential Insurance Company in 1999. CFIG was a market leader in providing customized investment solutions in private equity, real estate and infrastructure, and Ms. Williams and her team grew the business to $30 billion in assets managed on behalf of clients.  The business was moved to DLJ in 2000 (subsequently acquired by Credit Suisse AG) and Ms. Williams served as its Managing Director and Group Head until 2014, when she led the sale of the business and remained as its President until June of 2015, and a Senior Advisor from 2015 to 2019.  Prior to the founding of CFIG, she was an Executive Director with Prudential’s private equity group, where she specialized in product development. Prior to joining Prudential in 1993, Ms. Williams was an associate with Milbank, Tweed, Hadley & McCloy specializing in project finance.

Ms. Williams was appointed in 2015 to the Board of Directors of The Greenbrier Companies (GBX), where she chairs its Nominating and Governance Committee and is a Director of Grasshopper Bank, where she chairs its Finance Committee.  She also serves on the Board of Trustees of The National Philanthropic Trust, one of the largest managers of donor-advised funds in the U.S., where she serves as vice-chair of its Nominating and Governance Committee.

Ms. Williams is the Chair of the Board of Commissioners of the Smithsonian American Art Museum, having previously chaired its Nominating Committee.  She is also a member of the board of The Norton Museum where she serves on its Executive Committee. She is Vice Chair of the board of the Robert Toigo Foundation, and is the founding board chair of the Private Equity Women Investor Network. She also serves on the board of trustees of the NY School of Interior Design and The Olana Partnership.

Ms. Williams has received many awards throughout her career in the financial services industry and was named in 2011, 2012, 2013 and 2014 as one of The Most Powerful Women in Finance by American Banker Magazine. She graduated magna cum laude from Union College in 1986 and received her Juris Doctor from New York University School of Law in 1989.

Patricia Miller Zollar

Managing Director,
Neuberger Berman

Patricia Miller Zollar is a Managing Director of Neuberger Berman and a leader of the Firm’s Private Investment Portfolios practice. She is a member of the Co-Investment and Private Investment Portfolios Investment Committees. Additionally, Ms. Zollar sits on the Limited Partner Advisory Boards of a number of funds including those managed by Arcadius Capital Partners, Argand Partners, Base10 Ventures, Clearlake Capital, GenNx360 Capital Partners, Linx Partners, Vista Equity Partners and The Vistria Group. Before the management buyout of Neuberger, Ms. Zollar co-headed and co-founded the Lehman Brothers Partnership Solutions Group, a Wall Street business focused on developing strategic opportunities with women- and minority-owned financial services firms. The innovation of the Partnership Solutions Group was chronicled in a case study for the Harvard Business School. Before rejoining Lehman Brothers in 2004, Ms. Zollar was a vice president in the Asset Management Division of Goldman Sachs.  Ms. Zollar began her career as a Certified Public Accountant in the Audit Division of Deloitte & Touche. She received her MBA from Harvard Business School and her BS, with highest distinction, from North Carolina A&T State University, where she formerly served as Chairperson of the Board of Trustees and which conferred her an honorary Doctorate degree. Ms. Zollar is a member of the Executive Leadership Council, the Economic Club of NY, the Harvard Business School Alumni Board and was a former member of the executive board of the National Association of Investment Companies. She serves on the executive board of The Apollo Theater and on the Investment Committee of the Robert Wood Johnson Foundation’s Board of Trustees.