Event Profile

CAIA Australia - Education Session - Investing in Private Equity and Exploring Liquid Alternatives to Accessing The Asset Class

Date(s):
August 31, 2017
Note:
All times listed are in local time
Venue:
State Street Bank and Trust Company
Level 14, 420 George Street, Sydney
Sydney, NSW  
Fee(s):
Free Event
Description:
Investing in Private Equity and Exploring Liquid Alternatives to Accessing the Asset Class
 
Daniel Gerard, Head of Investment and Risk Advisory at State Street will also discuss the findings of The Journal of Alternative Investments’ paper titled “The Components of Private Equity Performance: Implications for Portfolio Choice”, which explores more efficient and liquid ways investors can capture alpha from the asset class.
 
Moderator:
 
Suzanne Tavill, Managing Director, StepStone Group 
 
Panellists:
  • Daniel Gerard, Head of Investment and Risk Advisory, State Street
  • Jenny Newmarch, Portfolio Manager, First State Super
  • Travis Schoenleber, CAIA, Managing Director, Cambridge Associates
Food and Beverages will be provided by the CAIA Association.
 
With thanks to our partner:  
 
 

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State Street Bank and Trust Company
Documents to share:
Daniel Gerard
Organization: State Street Global Advisors Asia Limited


Dan Gerard is the head of the Advisory Solutions group for the Asia Pacific region as well as the head of business development for the group globally. The Advisory Solutions group is part of State Street Global Exchange (SSGX) and crafts bespoke investment solutions and investable models for institutional asset owners and managers around the globe. Previously, Dan ran the North American Equity Research Sales group at State Street Global Markets in Boston, providing investment ideas and strategies to the portfolio managers and investment analysts at mutual funds, hedge funds, and investment advisors. Previous to State Street, Dan spent over a decade at Brown Brothers Harriman in London, Zurich, and New York in multi-asset research, sales, and relationship roles at the private bank.


Jenny Newmarch
Organization: First State Super


Jenny Newmarch is a Portfolio Manager for Growth Assets as First State Super focussed on managing the Private Equity program through select funds, co-investments and direct investments. Jenny has worked in the investment industry for 13 years, predominantly managing private equity programs on behalf of Australian Superannuation funds, previously with ROC Partners and Macquarie Group.


Travis D. Schoenleber
Organization: Cambridge Associates, LLC


Travis is a Managing Director in Cambridge Associates’ Sydney office. Prior to joining the Sydney team, Travis spent seven years as an investment director in Cambridge Associates’ Boston office. He has worked with a wide variety of non-profit institutions, hospitals, pensions, insurance pools, and family offices in Australia, New Zealand, United States, Canada, and Bermuda. Non-profit clients include universities, colleges, independent schools, religious institutions, and foundations ranging in size from $100 million to over $20 billion. Travis advises on investment and institution specific issues such as asset allocation strategy, manager selection, investment program evaluation, liability-driven considerations, and enterprise-related objectives and constraints. In addition to working with institutions and families across total portfolios, Travis specializes in constructing and overseeing hedge fund and other absolute return portfolios for his clients. He has been a presenter at industry conferences on topics such as investing in hedge funds, constructing and managing portfolios, and risk management from a practitioner’s perspective. Prior to joining Cambridge Associates in 2007, he was an equities analyst at a $20 billion pension, the Employee Retirement Systems of Texas. He was responsible for individual company research, attribution analysis, and, more specifically, the Asia Property portfolio. As a portfolio manager with the MBA Investment Fund, LLC, he managed three equity and fixed income portfolios with $16 million in total assets. Travis also has two years of US fixed income and mortgage underwriting/securitisation experience at Wells Fargo. Travis has an MBA from the University of Texas at Austin, McCombs School of Business and a BA from Colorado State University. He also holds the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designations.


Suzanne Tavill
Organization: StepStone Group


Suzanne is a Managing Director of StepStone Group based in Sydney. She is involved in due diligence across Private Equity and Real Assets – across primaries, secondaries and coinvestments. She works with clients in designing and implementing their private markets’ programs as well as managing discretionary pools of capital. Prior to StepStone, Suzanne was Head of Alternatives at AMP Capital, responsible for AMP Capital’s alternative investment platform, including a private equity program, an infrastructure program, a real asset (e.g. agriculture, asset leasing, timber) and hedge fund program. All programs were global in nature and incorporated the use of specialist managers, secondaries and co-investments. Prior to that, she spent five years at van Eyk Research in Sydney, the last four as Head of Research. Before moving to Australia, she was an Executive Director at Goldman Sachs Investment Management, responsible for their UK small and mid-cap portfolios. Suzanne received a Master of Science in Finance and Economics from the London School of Economics, in addition to a Bacherlors of Business Science with Honors in Economics and Honors in Finance from the University of Cape Town, South Africa.