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CLT-CFA NC & CAIA-Energy Complex(ity): A Look at 2023 and Beyond
Date(s):
December 1, 2022
Note: All times listed are in local time
Venue:Barings Global Headquarters
300 South Tryon Street Suite 2500 Charlotte, NC 28202
Fee(s):Free Event
Description:
CLT-CFA NC & CAIA-Energy Complex(ity): A Look at 2023 and BeyondDecember 1st 2022 When looking back at 2022, we might see it as the inflection point between the traditional energy-dominated economy to an alternative energy-dominated one. Sure, predictions of peak oil and the death of fossil fuels have been wrong time and time again, but does it feel different this time? Join CAIA and CFA for an evening of energy enlightenment, and a discussion about Energy Market turmoil: How did we get here? Policy? Supply and demand? The realities of the Covid hangover? Where do we see ourselves in 20 years, and how do we get there? How do we in the Alts world position our portfolios to benefit from (or avoid getting annihilated by) the transition?
Hors d’oeuvres and drinks will be provided. We hope to see you there! Agenda 4:45 – 5:30 PM Guests Arrival and Networking 5:30 – 5:35 PM Welcome Remarks 5:35 – 5:40 PM Introduction of Moderator and Panelists 5:40 – 6:25 PM Panel Discussion 6:25 – 6:40 PM Q&A 6:40 – 6:45 PM Final Remarks 6:45 – 8:00 PM Networking/Social Time and Date Thursday, December 1st, 2022 4:45 to 8:00 PM
Location
Barings Global Headquarters 300 South Tryon Street, Suite 2500 Charlotte, NC 28202
Find it on Map
Barings Global Headquarters
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Doug Ashburn, CAIA, spent more than 20 years as a derivatives market maker and asset manager before “reincarnating” as a financial media professional a decade ago. Before joining Britannica Money, Doug spent nearly six years managing content marketing projects for a dozen clients, including The Ticker Tape, TD Ameritrade’s market news and financial education site for retail investors.
He has been a CAIA charter holder since 2006, and also held a Series 3 license during his years as a derivatives specialist. Doug previously served as Regional Director for the Chicago region of PRMIA, the Professional Risk Managers’ International Association, and he also served as editor of Intelligent Risk, PRMIA’s quarterly member newsletter. He holds a BS from the University of Illinois at Urbana-Champaign and an MBA from Illinois Institute of Technology, Stuart School of Business.
Elly Bringaze
Organization: Global Endowment Management
Elly is an investor on the private investment team at Global Endowment Management (GEM), where she covers all illiquid asset classes including private equity, venture capital, real assets, and private credit. Prior to GEM, She was previously an Associate at Social Finance, and a Research Associate at LSU Economics Policy & Research Group. She started her career as an Analyst with JP Morgan Chase.
Elly graduated from The University of Virginia with a B.S. in Finance and is a CFA Charterholder.
Mark Corigliano
Job Title: Endowment & Foundation Investment Manager
Organization: DUMAC, Inc
Mark Corigliano founded Corigliano Investment Advisers and manages the Energy Security Fund, a long/short equity fund in the oil & gas and energy transition sectors. He was employed at DUMAC, Inc., the investment management company of Duke University, from 2014 to 2022. In 2017, he was named Head of the Private Investments Team, a group of approximately eight investment professionals with responsibility for roughly half of DUMAC’s capital. Prior to this appointment, he co-led the Public Securities Team, which oversees DUMAC’s investments in equities, hedge funds, and commodities. He also served as an Adjunct Professor at the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. He instructed a class on Alternative Energy and lectured on commodity investing and alternative investments. In 2009, Mr. Corigliano founded Belltower Advisors LLC, a $200 million investment management firm that utilized a long/short equity strategy to generate superior risk-adjusted returns in the energy, mining, and materials sectors. Prior to founding Belltower Advisors, he invested in a similar fashion with New York-based Proxima Alfa Investments. Mr. Corigliano initiated his investment career at DUMAC where he managed a $200 million portfolio of private equity investments in the natural resources sector and implemented a unique and successful commodity futures trading program. He started his career with Schlumberger, the world’s largest oil service company, where he performed engineering services in the Gulf of Mexico for major exploration and production companies.
Mr. Corigliano received a B.S. in Mechanical Engineering from Cornell University and an M.B.A. (beta gamma sigma) from the University of North Carolina at Chapel Hill.
Jim Dunn
Organization: Verger Capital Management
Jim Dunn oversees all investment decisions and is responsible for setting the course for the company, leading corporate strategy and ensuring that Verger remains competitively positioned to serve their clients’ complex needs.
Prior to founding Verger, Jim was Vice-President and Chief Investment Officer at Wake Forest University, responsible for investment of the University’s endowment, working capital and life income assets. Before joining Wake Forest, Jim served as Managing Director at Wilshire Associates Inc., and Chief Investment Officer and Portfolio Manager for Wilshire Funds Management, the money management arm of Wilshire Associates. At Wilshire Jim was responsible for providing leadership on asset allocation, investment policy and investment manager selection. Jim served as the Chairman of the Wilshire Funds Management Investment Committee and served as Portfolio Manager for all of Wilshire Fund Management’s alternative investment portfolios.
Jim holds a BBA in Finance from Villanova University, where he was a member of the NCAA Division I men’s varsity soccer team.
Patrick O'Hara
Job Title: Managing Director
Organization: Barings, LLC
Patrick O’Hara is a member of Barings’ Diversified Alternative Equity team and is responsible for originating, underwriting and monitoring primary fund, co-investment, and secondary fund opportunities for private equity and real assets. Patrick has worked in the industry since 1998 with experience as a General Partner and Limited Partner investor in private equity, real assets, leveraged loans and distressed credit. Prior to joining the firm in 2017, Patrick held several leadership and investment positions including Co-Founder and Partner at Aldea Capital Partners, Principal at GCM Grosvenor, Director of Private Equity at the Employees Retirement System of Texas, Managing Director at Patriarch Partners and Portfolio Manager at GE Capital. Patrick holds a B.S. in Industrial and Labor Relations from Cornell University and an M.B.A. from Columbia Business School.
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