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CAIA Atlanta Annual Member Spotlight Dinner
Date(s):
October 11, 2018
Note: All times listed are in local time
Venue:KR Steakbar
349 Peachtree Hills Ave Atlanta, GA 30305
Fee(s):This event has a fee
Description: CAIA Atlanta Annual Member Spotlight Dinner Mark your calendars for our featured event of the year, CAIA’s Annual Member Spotlight Dinner. If you haven’t attended in the past, this is a great forum to meet members of the CAIA Atlanta community, network, and learn more about the different roles that alternative investors and asset allocators hold around town. As in years past, this event will feature a few of our very own CAIA Atlanta Members and will start off with each of them providing a short overview of the work they are doing in alternative investments. We will then break into roundtable sessions where a variety of topics can be explored (a day in the office, career path, career advice, current market outlook, investment strategy, etc).
There is a fee for this event. As there is a limited capacity for the event we ask that you please register as early as possible to reserve your spot. Dinner & drink provided.
Speakers Brooks Honeycutt, Senior Vice President, Client Solutions at iCapital Network Elizabeth Cabell Jennings, Senior Vice President, Director of Institutional Investments, at SunTrust Bank Nathan Manahan, Senior Investment Analyst at Ronald Blue Trust’s Investment Strategy Group (ISG) Event Fees Members: $10 Non-Members: $20
Time and Date Thursday, October 11th, 2018 05:30PM to 07:30PM EDT Location KR SteakBar 349 Peachtree Hills Ave NE
Atlanta, GA 30305
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Brooks Honeycutt
Organization: iCapital Network
Brooks is a Senior Vice President on the client solutions team at iCapital Network where he focuses on introducing the Company’s solutions to RIA firms, family offices, and private banks in the southeastern US. Prior to joining iCapital Brooks held sales & distribution roles with Invesco, Highland Capital Management, and Hatteras Funds. Brooks has over a decade of experience working with wealth advisors and consultants in positioning various types of alternative investments. He earned a BA from the University of North Carolina at Wilmington, and holds a Chartered Alternative Investment Analyst designation.
Elizabeth Jennings
Organization: SunTrust Private Wealth Management
Elizabeth is the Director of Institutional Investments within the Foundations
and Endowments Specialty Practice. She has earned the professional
designations of Chartered Financial Analyst (CFA®), Chartered Alternative
Investment Analyst (CAIA®) and Accredited Investment Fiduciary (AIF®) and
holds a Bachelor of Arts degree in Economics from The College of William
and Mary and a Master of Business Administration from the joint global
program of IE and Brown University.
Elizabeth’s role is to provide leadership and oversight to the Investment
Advisory and Outsourced Chief Investment Officer roles across the SunTrust
footprint within the Foundations and Endowment Specialty Practice. She is
responsible for the articulation and implementation of the disciplined and
consistent investment process employed throughout the practice.
SunTrust’s Foundations and Endowments Specialty Practice delivers
comprehensive investment advisory, administration, planned giving,
custody, trust and fiduciary services to nonprofit organizations. The firm
administers assets for foundations, hospitals, educational institutions,
cultural organizations, human service agencies, associations, municipalities
and other nonprofits. Elizabeth joined SunTrust in October, 2016. In her thirty plus year career
she has held leading investment positions including heading the Regional
Institutional and High Net Worth investment advisory team at Thompson,
Siegel and Walmsley, LLC. Her additional roles at TS&W included client
portfolio manager, equity portfolio lead manager and equity analyst. She
has also worked as a consultant to nonprofit organizations to evaluate and
select investment managers and OCIO providers.
Nathan Manahan
Organization: Ronald Blue Trust
Nathan Manahan is a Senior Investment Analyst with Ronald Blue Trust’s Investment Strategy Group (ISG), which operates out of the company’s corporate office in Atlanta, Georgia. Nathan assists in the development of investment strategies that seek to increase the probability of success of meeting clients’ financial planning goals. The ISG is responsible for constructing model portfolios, selecting investment instruments, and performing ongoing due diligence of those investments. Prior to joining Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2012, Nathan was an analyst at Argen, Inc. Prior to Argen, Nathan was a Financial Representative at AXA Advisors, LLC. Nathan earned a dual B.B.A degree in Finance and Risk Management & Insurance from The University of Georgia. Nathan holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. Nathan and his wife, Jen, live in Alpharetta, Georgia.
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