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- Date: September 16, 2026
- Location: UBS Auditorium
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Speakers
John Bowman
Organization: CAIA Association
John was appointed CEO for the CAIA Association in January 2025. He has devoted over 25 years to the asset management industry to recover the narrative of the value that the investment profession brings to society. He is a staunch public advocate for market integrity, long-termism, investor outcomes, diversity, human dignity and educational standards, as necessary ingredients to building a sustainable and healthy profession. John previously served as Managing Director for the Americas for CFA Institute, a region comprised of 40+ countries from Canada, the U.S., Central America, South America and the Caribbean. Before that, John was a portfolio manager for non-US equity strategies at both Boston Company and SSgA for several years. John is a prolific, speaker, writer and commentator, frequently keynoting industry conferences and appearing in investment and business publications such as the Wall Street Journal, The New York Times, Pension and Investments, Financial Advisor, The Independent, Wealthmanagement.com and CNBC. Bowman earned a BS in Business Administration from Mary Washington College and is a CFA charterholder.
Richard Bruyere
Organization: INDEFI
Elizabeth Burton
Organization: Fortress
Elizabeth is a managing director and client investment strategist in Client Solutions & Capital Markets within Goldman Sachs Asset Management. She advises institutional clients on their investment strategy and portfolio objectives, working alongside global client advisors and product strategists across public and private markets. Elizabeth joined Goldman Sachs in 2022 as a managing director. Prior to joining the firm, Elizabeth was chief investment officer at the Employees' Retirement System of the State of Hawaii. Before that, she served as a managing director in the Quantitative Strategies Group at the Maryland State Retirement Agency, where she was responsible for the agency's absolute return portfolio and oversaw risk management. Earlier in her career, Elizabeth held leadership positions as an investor, economist, and consultant in asset management as well as fixed income trading. Elizabeth serves on the Board of Directors of the Chartered Alternative Investment Association (CAIA). In addition, she serves on the board of the Hill School. Elizabeth earned a BA in politics and french from Washington and Lee University in 2004 and an MBA in finance and econometrics and statistics from the University of Chicago in 2011. She is a charterholder of CAIA.
William Ma
Organization: GROW Investment Group
Mr. William Ma, CAIA, CFA, with over 18 years of industry experience, is the Chief Investment Officer and founder of GROW Investment Group, a China based multi strategy multi asset management company, and launched the first multi strategy hedge fund in China. Previously, Mr. Ma was the Chief Investment Officer of Noah Holdings, one of the largest wealth management company in China, as well we the Chief Investment Officer of Gopher Asset Management, the asset management arm of Noah. Gopher is the largest multi strategy multi asset management company in China with USD25 billion AUM and 220 professionals. As CIO of Noah and Gopher, he was responsible for overseeing all investment management, asset allocation and investment products due diligence of combined USD80 billions of asset. He also managed the discretionary mandates and China domestic public market funds including a Greater China multi-managers fund, ranked the best emerging market fund of hedge funds globally (3 years annualized return) by BarclayHedge, and led the team won the prestige Golden Bull Award – Best Domestic Fund of Hedge Funds in China in 2018 as well as won numerous awards from InvestHedge, HFM and AsianInvestor. Mr. Ma has been the Foreign Expert QDLP Review Committee Member for the Shanghai Municipal Government Financial Service Department since 2012, the APAC Committee Board Member of SBAI (Standard Board of Alternative Investment) since 2019, and the judge panel of Eurekahedge Asian Hedge Fund Awards since 2016. Before joining Noah in 2015, Mr. Ma was the CIO of Gottex Penjing Asset Management (GPAM), the Asia asset management arm of Gottex Fund Management, a Swiss-listed alternative investment management firm with USD22 billion AUM. At GPAM, Mr. Ma managed a team of 20 investment professionals in Asia, and was the lead portfolio manager of all of Gottex’s Asian fund of hedge funds. Prior to joining GPAM in 2012, Mr. Ma was co-founder and Portfolio Manager of Penjing Ass
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