New Views on Alternatives
Location:
The Westin Austin Downtown
310 East 5th Street
Austin, Texas 78701
(Complimentary valet or Self-parking)
Schedule:
5PM Reception
6PM Panel Discussion
7:30PM Event Conclusion
TOPIC FOCUS
This panel discussion will focus on the role alternatives play in contemporary portfolios and why some institutions are not satisfied with their role or relative performance. To this end, it will delve into the ways in which different types of institutions view alternatives or use alternatives in diversified plans. Additionally, it will question whether this role has changed or evolved over time, and whether investors’ definition of alternatives has changed.
PANELISTS
Lee Partridge, CIO, Salient Partners
Lee Partridge is the Chief Investment Officer of Salient Partners, a Houston based investment firm. Mr. Partridge oversees the entirety of Salient’s investment strategies, risk management and product development. Previously, Mr. Partridge was the founder and CEO of Integrity Capital, LLC, which spanned traditional and alternative investment strategies, and the Deputy Chief Investment Officer of the Teacher Retirement System of Texas. Mr. Partridge holds an MBA degree from Rice University and a Bachelor of Science degree in Psychology from the University of Houston. He also holds both the CFA and CAIA designations.
Tom Tull, CIO, Texas Employees Retirement System
Tom Tull, CFA, is the Chief Investment Officer at the Employees Retirement System of Texas (ERS). Previously, he was a founding partner of Gulfstream Global Investors, Ltd., an SEC-registered investment adviser specializing in international equity management that was sold to West LB of Germany in January 2001. Mr. Tull is the former Director - Employee Benefit Fund Investments for
The LTV Corporation and also served as President of Western Reserve
Capital Management, Inc., the pension asset management subsidiary of The LTV Corporation. In this capacity, he was responsible for the investment of a $1.2 billion retirement trust. Prior to joining LTV in February 1983, Mr. Tull served for seven years as Director - Pension Investments of The Cleveland-Cliffs Iron Company. Mr. Tull received a B.S. in Finance from Ohio State University and an M.B.A. from Xavier University, and is a CFA® charterholder. He also is a member of a variety of financial organizations. Mr. Tull is a U.S. Army veteran.
Keith Black, Ph.D, Managing Director of Curriculum and Exams, CAIA Association
Keith Black has over twenty-five years of financial market experience, serving approximately half of that time as an academic and half as a trader and consultant to institutional investors. He currently serves as Managing Director of Curriculum and Exams for the CAIA Association. During his most recent role at Ennis Knupp + Associates, Keith advised foundations, endowments and pension funds on their asset allocation and manager selection strategies in hedge funds, commodities, and managed futures. Prior experience includes commodities derivatives trading, stock options research and CBOE floor trading, and building quantitative stock selection models for mutual funds and hedge funds.
Moderator
Moderator:
Meredith Jones, PArtner
Meredith Jones is a Partner at Aon Hewitt Investment Consulting and author of Women of The Street: Why Female Money Managers Generate Higher Returns (And How You Can Too), At AHIC, Meredith focuses primarily on research and providing solutions around emerging managers, niche strategies, socially responsible investing and alternative investments.
Meredith began her alternative investment career at Van Hedge Fund Advisors International (VAN), where she was Director of Research. At VAN, Meredith was responsible for manager selection, due diligence, index construction and aggregate industry research for the $500 million fund of funds.
Meredith was then recruited by hedge fund analytics provider PerTrac Financial Solutions, followed by Barclays Capital. At those firms she focused on industry trends with an eye to providing actionable insights and information. Her research on emerging managers and women and minority-owned funds created new investment categories. It has changed the way investors and money managers behave - both in the way investors allocate and how money managers market to and seek investors.
Prior to joining Aon Hewitt, Meredith served as Director of the Rothstein Kass Institute, an Alternative Investment Think Tank at the professional services firm Rothstein Kass (RKCO). There she created the first Women in Alternative Investments Hedge Fund Index to measure performance of female hedge fund and private equity managers.
Meredith’s research has been featured in the international financial media, including
The New York Times, The Wall Street Journal, The Economist, The Journal of Investing, and more. She is also a highly-sought after speaker on the international conference circuit - including conferences in Tokyo, London, Paris, Hong Kong, Cape Town, Johannesburg, Sydney, Geneva and the United States