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- Date: March 2, 2021
- Location: Webinar
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Speakers
John Bowman, CFA
Organization: CAIA Association
John serves as Senior Managing Director for the CAIA Association, overseeing the industry leading CAIA charter, thought leadership and content development, and CAIA's Asia Pacific strategy. John has devoted over 20 years to the asset management industry to recover the narrative of the value that the investment profession bring 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. Bowman joined CFA Institute in 2004 after holding several industry positions. He served as a portfolio manager at Mellon Growth Advisors (MGA), where he was responsible for portfolio construction and stock selection for the MGA International Growth and MGA Global Growth strategies. Bowman also served as a portfolio manager for the International Growth Opportunities Strategy at State Street Global Advisors (SSgA) in its Global Fundamental Strategies Group. John is a prolific writer and commentator, frequently appearing in industry 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.
Amy McGarrity
Organization: Colorado PERA
Amy McGarrity is the Chief Investment Officer of the Public Employees’ Retirement Association of Colorado (Colorado PERA). She is responsible for managing over $50 billion for the pension plan in accordance with the Board of Trustees policies and state statutes.
Ms. McGarrity oversees portfolio and risk management for global equities, fixed income, real estate, private equity, and new investment opportunities. She recommends investment policy to the Board of Trustees and contributes to strategic planning. Ms. McGarrity manages relationships with external asset managers, the custodial bank, and investment consultants. As a member of the organization’s executive group, she also represents Colorado PERA to legislative bodies and other external entities.
Before re-joining PERA in March 2017, Ms. McGarrity worked at William Blair as a Global Equity Product Specialist. Ms. McGarrity originally joined Colorado PERA in 2010, after the merger of the Denver Public Schools Retirement System, serving as their Chief Investment Officer. While at Colorado PERA, Ms. McGarrity worked as Senior Investment Officer, then as the Deputy Chief Investment Officer.
She has also held previous investment positions at Buck Consultants, Prima Capital Holding, William M. Mercer Investment Consulting, and Caxton Corporation.
Ms. McGarrity graduated from the University of Wyoming with a Bachelor of Science degree in Finance and earned her MBA at Rider University.
Ms. McGarrity has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Colorado. She is a member of the SEC Fixed Income Market Structure Advisory Committee and serves on the Healthy Markets Association Board.
Ms. McGarrity graduated from the University of Wyoming with a Bachelor of Science degree in Finance and earned her MBA at Rider University.
Ms. McGarrity has earned the right to use the Chartered Financial Analyst designation and is a memb
Stephen Moseley
Organization: Alaska Permanent Fund Corporation
Steve Moseley is Deputy CIO and Head of Private Markets and Alternative Investments for the US $ 75 billion Alaska Permanent Fund, an endowment formed in 1980 to provide for all current and future generations of Alaskans. APFC’s internally managed private markets and absolute return portfolio has grown from less than $1 billion when Moseley joined APFC in 2013 to over $20 billion today. Before joining APFC , Moseley restructured and sold Marston – Ross Corporation, a Connectic ut – based family investment office. Before that he was president of StepStone Group, a global manager of diversified private market assets and, prior to that, co – president of the direct investment division of StepStone’s predecessor company , Pacific Corpora te Group . Earlier in his career, Steve worked in investment banking at Credit Suisse First Boston (“CSFB”) and as a principal in CSFB’s private equity investment affiliate, Windward Capital Partners. Moseley received his MBA from Yale University and his BA from Wesleyan University.
Sean Ward
Organization: Dyal Capital Partners
Sean Ward is a Managing Director of Neuberger Berman and a founding member of the DyalCapital Partners Investment Team. Previously a Vice President at Lehman Brothers, Sean held several roles at Neuberger Berman after it became an independent firm, including Senior Counsel for NB Alternatives. Prior to joining the firm, he was an associateat Covington & Burling LLP, where his practice focused on mergers and acquisitions, public and private securities offerings and credit transactions. Prior to Covington & Burling LLP, Sean worked at Davis Polk & Wardwell LLP in New York and London. Sean received his J.D., magna cum laude, from the Duke University School of Law and holds a B.A., magna cum laude, in Diplomatic History and Political Science from the University of Pennsylvania. Sean currently serves on the Leadership Council of Robert F. Kennedy Human Rights, a nonprofit focused on human rights issues and a “social good” approach to business and investment.
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