Venue
The OMNI Grove Park Inn, Asheville, NC.
The OMNI Grove Park Inn, Asheville, NC., 290 Macon Avenue, Asheville, NC 28804

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon May 16 EDT - Tue May 17 EDT (in 4 months)
Location The OMNI Grove Park Inn, Asheville, NC.
290 Macon Avenue, Asheville, NC 28804
Region Americas
Details

Join a group of senior level decision makers in a collegial, comfortable, friendly, fun, non-sales type of atmosphere where allocators and managers come together face-to-face to share common challenges and exchange investment ideas. The Academy has fostered an environment to learn and connect with one another in a way that promotes lifelong relationships, trust and friendships. The Academy strives to have at least 50% of the attendees represented by the allocator community with a limited number of managers and service providers who also can participate. Attendance is limited to no more than 200 people per event. All Academy gatherings and forums are completely off-the-record (no press allowed) with a no-marketing policy. We encourage members not to solicit others during the conference programming. Exchanging business cards is entirely appropriate. Time is dedicated during the opening evening of each forum to bring everyone together for a down-to-earth, networking dinner where members can bond and get to know one another on a more human level.

Speakers

2022 speakers

Keynote Speakers:

Dan Clifton
Partner & Head of Policy Research, Strategas Securities

Luke Ellis
Chief Executive Officer, Man Group

Vikram Mansharamani
Global Trend-Watcher, Harvard University Lecturer, & Portfolio Manager, Author, Think for Yourself and Boombustology

Dominique Mielle
Author, Damsel in Distressed, Former Partner, Canyon Capital

CO-CHAIRS:

Kris Kapoor
Chief Investment Officer, Furman University

Christine Kelleher
Chief of InvestmentsM, National Gallery of Art

Mike Szalkowski
Chief Financial Officer, The Zalik Family Office

SPEAKER FACULTY:

Kaelyn Abrell
Partner, Portfolio Manager, ArrowMark

Ian Bradley
Investment Analyst, Foundation for the Carolinas

Chris Culbertson
Managing Director, Lowe, Brockenbrough & Company

Scott Davies
Founder & CIO, CDAM (UK)

Michael Dempsey
General Partner, Compound Capital

Ellen J. Ellison, CFA
Former Chief Investment Officer, University of Illinois Foundation

Mark R. Freeman, CFA
Chief Investment Officer, Founding Partner, Socorro Asset Management

Susanne Gealy
Senior Director, CommonSpirit Health

David Gilmore
Deputy Chief Investment Officer, The Harry and Jeanette Weinberg Foundation

Ray Jacobson
Chief Investment Officer, Davidson College

Beth Johnson
Partner; US Segment Leader for Family Offices & Senior Consultant, Pavilion, a Mercer Practice

Renata Quintini
Co-Founder & Managing Director, Renegade Partners

Michael Reist
Director, Avec Capital

Mark Roberts
Chief Investment Officer, Ironsides Asset Advisors

Klaus Röhrig
Co-CIO, Founding Partner, Active Ownership

Erik Sebusch
Partner, Mercer

Brendt Simpson
Investment Manager, Colgate University

Chris Smith
Portfolio Manager, Antero Peak Group

John Trammell
Managing Director, Symphony Financial Partners

Sponsors & Partners

2022 sponsors

LEAD PARTNERNING SUPPORTERS:

• ANTERO PEAK GROUP
• AVEC CAPITAL
• SYMPHONOMY FINANCIAL PARTNERS

COLLABORATING SPONSORS:

• ARROW MARK PARTNERS
• SOCORRO ASSET MANAGEMENT
• TD
• CDAM
• Active Owrnership

CONTRIBUTING SPONSORS:

• Fidelity Investment
• Black Rock

NON-PROFIT SUPPORTERS:

• CAIA ASSOCIATION
• CFA Society North Carolina