Guest Profile

As of 12/8/2015:
> approved family offices and fund investors: 255 (out of 396 applicants)
> approved chief executives: 49 (representing 28 presenting companies)
> total fund AUM, collectively: over $1 trillion
> number of single family offices: 133
 

Social Impact Companies

Over the course of two days, members of our community will have ample opportunities to evaluate management and investment opportunities in a pressure-free environment, while preserving their anonymity. During the business segments, three tracks of company presentations will run concurrently. Each presentation period lasts 25-minutes; chief executives may present their company for 15 minutes to allow 10 minutes for Q&A. Following the presentations, break-out rooms will be available for extended Q&A and private 1-1 discussions.

Manager Spotlight

One of the world’s top fund managers will share his investment approach and outlook.

• Marc Lasry, Chairman, CEO and CO-Founder of Avenue Capital Group, has focused on distressed investing for over 31 years. Prior to co-founding Amroc Investments, LLC as an independent entity, Mr. Lasry managed capital for Amroc Investments, L.P., the predecessor firm associated with Robert Bass Group, Inc. Mr. Lasry and Amroc Investments, L.P. were affiliated with Acadia Partners L.P., an investment partnership whose general partners include Keystone, Inc. (an investment firm that was associated with the Robert Bass Group, Inc.), American Express Company and the Equitable Life Assurance Society of America. Prior to that, Mr. Lasry was Co–Director of the Bankruptcy and Corporate Reorganization Department at Cowen & Company. Prior to this, he served as Director of the Private Debt Department at Smith Vasiliou Management Company. Mr. Lasry also clerked for the Honorable Edward Ryan, former Chief Bankruptcy Judge of the Southern District of New York. Mr. Lasry is currently a member of the Council on Foreign Relations, and he also serves on the Board of Directors of The Clinton Global Initiative, and the Board of the 92nd Street Y. He previously served as a member of the Board of Trustees of The Mount Sinai Medical Center.

CEO & Investor Spotlight

Two of the most successful leaders in the biotech industry speak to their process, strategy and outlook.

• Isaac Blech, Founder of Celgene Corp., ICOS Corp., Pathogenesis Corp., Nova Pharmaceutical Corp. and Genetic Systems Corp. Over the past thirty five years, Isaac Blech established some of the leading biotechnology companies in the world. These include Celgene Corporation, ICOS Corporation, Nova Pharmaceutical Corporation, Pathogenesis Corporation, and Genetics Systems Corporation. Collectively, these companies have produced major advances in a broad array of diseases including the diagnosis and treatment of cancer, chlamydia, sexual dysfunction, cystic fibrosis, and AIDS. Their combined value is over $110 billion.

• Jacob Gottlieb, MD, CFA, PRM, Chief Investment Officer of Visium Asset Management , a multi-strategy hedge fund firm managing over $7.6 billion for institutional and private clients. Jacob has over 15 years of hedge fund investing experience and he leads a team of more than 85 investment professionals focused primarily on fundamental equity long/short strategies. Jacob founded Visium in 2005 after working as a Partner and Portfolio Manager at Balyasny Asset Management, LP, where he led a team of more than 20 investment professionals. Prior to Balyasny, Jacob was a Portfolio Manager at Merlin, and began his career as a buy-side equity analyst at Sanford C. Bernstein. Jacob holds a BA in Economics from Brown University (magna cum laude) and a medical degree from New York University. He also holds a CFA charter and his PRM designation from the Professional Risk Managers’ International Association.

Generosity Network Fundraising

Leaders who apply innovative business approaches to reform systems and create change to decrease suffering in the world.
 

• Jeremy Kohomban, Ph.D, President & CEO of The Children’s Village, is a noted expert in child welfare and his leadership successes have been noted by The New York Times, NPR and other publications. Most recently, he testified before the United States Congress, Senate Finance Committee and elaborated on the need for finance reform that supports children, families and communities.

• Jeff Walker, Vice Chairman of United Nations Envoy’s Office for Health Finance and Malaria , he serves on the Boards of New Profit, Berklee College of Music, Morgan Library, Lincoln Center Film Society, The Miller Center and UVA Undergraduate Business School; he is Co-Founder and Co-Chairman of The Quincy Jones Musiq Consortium, Chair of The Council of Foundations at UVA; he serves on the Visiting Committee at Harvard Business School and is on advisory boards at MIT, UCLA, UVA, Columbia, Brookings and others. For twenty five years Jeff was CEO and Co-Founder of CCMP Capital, the $12 billion successor to JPMorgan Partners, JPMorgan Chase & Co’s global private equity, Vice Chairman of JPMorgan Chase & Co. and Chairman of the JPMorgan Chase Foundation.

Family Office Roundtable

Members of single family offices will speak openly on a wide range of topics such as sourcing deal flow, direct investing, allocating to professional managers, and family governance.

• Jennifer Bawden, Founder of Bawden Capital (New York, NY)
• Candice Beaumont, Chief Investment Officer of L Investments (New York, NY)
• Michelle Clements, President of Synergy Trust Company (Birmingham, AL)
• Anuj Jain, Founder of ARJ Strategy Partners (New York, NY)
• Stephen Kennedy Smith, Board Member and Principal of Joseph P. Kennedy Enterprises (New York, NY)

Institutional Investor Roundtable

Allocators and managers with significant and diverse experience will share their processes, where they see opportunity in the current landscape and the characteristics that may drive their investments and/or allocations.

• Bradley Belt, former Executive Director and CEO of the U.S. Pension Benefit Guaranty Corp. (PBGC) / Vice Chairman of Orchard Global Capital, previously served in the Administration of President George W. Bush as Executive Director and CEO of the Pension Benefit Guaranty Corporation.

• Tarik Dalton, Investment Director of the North Carolina Department of Treasurer, serves the people of NC through a variety of functions related to the financial health of the state and its citizenry ($80b).

• Tom Donahoe, Chief Investment Officer of the Homeland Foundation, maintaining the Wethersfield House and Formal Gardens, Supporting Catholic Culture, and Renewing Agrarian Life.

• Tom Heck, Chief Investment Officer of Ball State University Foundation, a nationally recognized foundation for its outstanding investment policies.

• George Mussalli, Chief Investment Officer of PanAgora Asset Management, a premier provider of investment solutions spanning most major asset classes and risk ranges ($50b).