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Frank Barbarino is an independent alternative investments consultant. His most recent investment position was as a Senior Investment Officer with the New York City Office of the Comptroller - Bureau of Asset Management. He also held positions with firms including Goldman Sachs, The Carlyle Group, and NEPC. Frank received an M.B.A with a concentration in Finance from the University of Rochester, Simon School and earned a B.A. with majors in Economics and Music from Union College. He is a Chartered Alternative Investment Analyst (CAIA).

Mr. Emerson joined LCG Associates in 2003 and is a member of the Board of Directors. He is also a member of the Risk Management and Investment Committees. David’s responsibilities include lead client relationships with utilities, healthcare organizations, endowments and foundations. Additionally, he conducts capital market and asset class research as well as investment manager due diligence. Prior to joining LCG, David worked for seven years in the investment consulting industry in a variety of roles from manager research to Consultant. David is a CFA Charterholder. He is an active member of the CFA Institute and CFA Society Seattle. He is also a Chartered Alternative Investment Analyst (CAIA) Charterholder. David holds an M.B.A. in Finance from the Smith School of Business at the University of Maryland. He graduated from the University of Michigan with an A.B. in Political Science.

Mark Fox joined PAAMCO Prisma in 2017 and is the Head of Apex Credit, a direct and co-investment credit platform. Mark has spent his entire career as a principal investor in the credit markets. Prior to joining PAAMCO Prisma, he was a Senior Vice President in the Distressed and Restructuring Group at Bain Capital Credit. There, he spent over 7 years investing in secondary distressed bank loans and bonds, rescue financings, DIPs, junior capital injections and private capital solutions. In addition, he led a number of in-court and out-of-court restructuring processes on behalf of both the Performing Credit and Distressed groups within Bain. Prior to Bain Capital Credit, Mark worked at Greywolf Capital, a special situations credit fund that invests across the credit spectrum and up and down the capital structure. Mark began his career at Bain Capital Credit in the Boston office working on the Performing Credit and Mezzanine Financing teams. He earned a B.A. in Economics from Tufts University and an M.B.A. from Harvard Business School.

Jeffrey Heisler is a Partner and Managing Director at TwinFocus, a globally-focused multi-single family office advisory firm. He leads the Investment Research team which is responsible for identifying and implementing long-term and near-term investment themes including sourcing and evaluating externally managed funds and direct investments across public and private markets and the full spectrum of equity, credit and alternative strategies. Prior to joining TwinFocus, Jeff was the Market Strategist for The Colony Group where his responsibilities included strategic and tactical asset allocation, research and policymaking, as well as directing manager due diligence and selection for Colony’s enhanced open architecture offering. In previous roles, he served as Chief Risk and Compliance Officer at Venus Capital Management, and as a portfolio manager and Senior Analyst for Gottex Fund Management. Jeff started his professional career as an engineer in multiple capacities with IBM. In his academic career, Jeff was a professor in the Finance and Economics Department at the Boston University School of Management, a visiting professor of finance at NYU and an instructor at Reykjavik University. At Boston University, he was the founding faculty director of the Master of Science in Investment Management (MSIM) program. Jeff has been published in academic and practitioner journals and is the co-author of the book Portfolio Management: Theory and Practice (Wiley, 2019). Jeff holds the designation of Chartered Financial Analyst and is a member of the CFA Institute and the Boston Security Analysts Society. He earned a PhD in Finance from New York University, a Master of Business Administration from the University of Chicago and a Bachelor of Science in Mechanical Engineering from Union College.

Ms. Medema is an executive vice president and alternative credit strategist in the PIMCO Newport Beach office, responsible for credit alternatives and mortgage- and real-estate-related strategies. Previously, she worked in the portfolio management group and focused on mortgage-backed securities and residential whole loans. Prior to joining PIMCO in 2006, she worked at Deutsche Bank’s Trust & Securities Services Division, specializing in collateralized debt obligations (CDOs). She has 18 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles. She also received an undergraduate degree from the University of California, Los Angeles.