Alternate Investments Conference | Institute for Private Capital | 8 March 2018 | Carolina Inn, 211 Pittsboro St, Chapel Hill, NC 27516, USA

Since 2008, the Alternative Investments Conference has served as a forum for private equity, hedge fund, venture capital, and other alternative asset professionals to network, share ideas, and stay abreast of industry trends. The conference provides insights into current topics in alternative investments as well as the opportunity to meet and learn from some of the most influential industry leaders. The UNC Alternative Investments Conference is sponsored by the Institute for Private Capital at the University of North Carolina at Chapel Hill.

2018 Speakers

KEYNOTES:

Phil Berney
Co-Chief Executive Officer, Kelso & Co.

Scott Bessent
Founder, Key Square Group

Bryan Lewis
CIO, Pennsylvania State Employees’ Retirement System

Gary W. Parr
Senior Managing Director and Co-Chair, Apollo Global Management, LLC

Adam Taback
Exec. Vice President & Head of Global Alternatives, Wells Fargo

MODERATORS:
Rich Carson
Senior Director - Private Investments, Cambridge Associates

Shawn Munday
Executive Director, Institute for Private Capital Professor of the Practice of Finance, UNC Kenan-Flagler

Melissa Waller
President, AIF Global Institute

Jonathan Epstein
President, Defined Contribution Alternatives Association

Rob Kochis
Principal, The Townsend Group

Justin Lenarcic
Global Alternatives Investment Strategist, Wells Fargo

Ken Monaghan
Managing Director, Amundi Pioneer

Mike Elio
Partner, StepStone

PANELISTS:

Alex Abell
Partner, RCP Advisors

Jeff Allred
Partner, Nelson Mullins

Peter Cornelius
Managing Director, AlpInvest Partners

Mike Hennessey
Co-Founder & Managing Director of Investments, Morgan Creek

Jaime Hildreth
Managing Director, Head of PE & LP Market Strategy, Ipreo

Allan Jean-Baptiste
Principal, TMT Growth Equity, KKR

David Jones
General Partner, Bull City Venture Partners

Craig Nickels
Global Head of Research, ADIA

Nick Purrington
Managing Partner, Purrington Moody Weil

Michael Quadrino
Managing Director Alternative Assets, Citigroup

Tim Bovard
Founder & CEO, Search Fund Accelerator

Doug Dyer
Institutional Search Fund Investor

Raam Jani
Partner, McDermott Will & Emery LLP

Badge Stone
Co-Founder and Managing Partner, WSC & Company

Lee Coker
ESG Officer, Oak Hill Capital

Daniel Jacobs
Principal, Clayton, Dubilier & Rice

John O’Hara
Managing Director & Senior, Rockefeller & Co.

Kate Wagner
Director, Risk Management, UTIMCO

Serge Boccassini
Senior Vice President, Northern Trust

Robert Collins
Managing Director, Partners Group

Hayden Gallary
CFA, Managing Director, Cambridge Associates LLC

Robert Long
President, Star Mountain Capital

Michelle Rappa
Managing Director, Neuberger Berman

Bret Batchelder
Managing Director & CFO, Cherokee

Mark Corigliano
Investment Manager, DUMAC

Tom Errath
Senior Vice President, Harrison Street

Ray Kljajic
Co-Founder, American Public Infrastructure

Thomas Loughrey
Founder, Loughrey Fundamental Energy

Tom Masthay
Director, Real Assets, TMRS

Charlie McNairy
CEO, International Farming Corporation

Jacob Sagi
Professor of Finance and Real Estate, UNC Chapel Hill

Shannon Wright
Senior Director, Strategy & Research, Americas, TH Real Estate

Peter DiFiore
Managing Director, Cartesian Re

James Kraft
Strategy Head, Aksia

Joseph Morgart
Amundi Pioneer

Lamar Small
Senior Hedge Fund Researcher, Mercer

Michael Becker
Co-Founder, Plexus Capital

Britt Canady
Managing Director, Bank of America Merrill Lynch

Tarik Dalton
Director, NC Department of State Treasurer (retired)

John Fiscella
Principal, Oak Hill Advisors

Eric Freedman
Chief Investment Officer, U.S Bank

Brad Briner
Co-CIO, Willett Advisors

TJ Carlson
CIO, Texas Municipal Retirement System

Jonathan M. Duensing
Managing Director, Director of Investment Grade Corporates, Portfolio Manager, Amundi Pioneer

Bryan Lewis
CIO, Pennsylvania State Employees’ Retirement System

Andrew Palmer
CIO, Maryland State Recruitment & Pension System

Michael Studer
Partner, Chief Risk Officer & Head of Portfolio Solutions, Partners Group

2018 Sponsors

LEAD:
• Amundi Pioneer

GOLD:
• Adams Street Partners
• AIF Global
• Landmark Partners
• Northern Trust
• Plexus Capital
• UAI Foundation
• Wells Fargo

SILVER:
• Center for Excellence in Investment Management
• Frank Hawkins Kenan Institute of Private Enterprise
• Waterfall Asset Management

BRONZE:
• APG Asset Management US Inc.
• Cartesian Re
• IPREO
• Morgan Creek Capital Management
• Morgan Stanley Alternative Investment Partners
• RCP Advisors

GROUP:
• Echo Health Ventures
• Eton Advisors Group LLC
• Goldman Sachs
• J.P. Morgan
• Natixis
• Nelson Mullins Riley & Scarborough LLP
• Purrington Moody Weil LLP
• Robinson Bradshaw
• Schell Bray PLLC
• StepStone

MEDIA:
• CAIA Association
• CFA Society North Carolina
• The Investment Institute