2025 North American Stakeholder Forum

Chris Gillam

Director of Operational Risk , CPP Investments

Chris Gillam is the Director of Operational Risk at CPP Investments. Accountabilities include Operational Due Diligence, Operational Risk, and AI Risk Management.

Rebecca Hildyard

Partner, Albourne Partners

Rebecca is a Partner on Albourne’s Operational Due Diligence Team. Based in New York/Connecticut, she leads a team of five other operational due diligence analysts and associates.

Her experience includes spending a significant portion of her career at Big Four accounting firms within the forensic accounting and financial crime space. During her time at Albourne, Rebecca has completed operational due diligence on a variety of hedge funds, private market funds, and other bespoke requests.

Rebecca is a Chartered Accountant with CAANZ.

Marta Klein

ODD, GIC Asset Management

Marta Klein brings over 16 years of operational due diligence experience across public and private market strategies. Currently, Marta is a member of the GIC ODD team, providing support to the External Managers Department.

Before joining GIC in January 2020, Marta served as the Deputy Head of Operational Due Diligence at UBP Asset Management LLC. Prior to her time at UBP, she held various roles at Sterling Stamos Capital Management LLC.

Marta holds an MBA from Pace University.

John Richardson

SBAI North America Committee; COO, Ionic Capital Management

He joined Ionic before it launched in 2006 and oversees all non-investment related aspects of the firm. Prior to joining Ionic, John was a senior attorney in the hedge fund practice group at Bingham McCutchen LLP in NY. John’s practice focused on counseling investment advisers in connection with the formation and management of private investment funds.

John obtained a JD from the University of South Carolina, cum laude, and a BS in Business Administration from the College of Charleston, cum laude.

Mark Carhart

CIO, Kepos Capital

Mark Carhart is the Chief Investment Officer and founding partner of Kepos Capital LP. Kepos is a NYC-based systematic investment manager with $2.2 billion in institutional assets. Kepos’ investment program includes proprietary short-term trading models, longer-term risk premia strategies, a specialized equity-event strategy, and a series of strategies motivated by the carbon transition.

Prior to founding Kepos in 2010, Mark was a Partner and the Co-Chief Investment Officer of the Quantitative Investment Strategies Group at Goldman Sachs Asset Management, and prior to GSAM he was an Assistant Professor at the Marshall School of Business at USC and a Senior Fellow at The Financial Institutions Center at The Wharton School. Mark’s publications include articles in The Journal of Finance, The Review of Financial Studies and the Financial Analysts Journal, and he received the FAJ’s Graham and Dodd Award in 2014. He is also a co-author of Modern Investment Management: An Equilibrium Approach.

Mark earned a B.A. from Yale University in 1988, became a CFA Charterholder in 1991 and received his Ph.D. from the University of Chicago Booth School of Business in 1995. He serves on the non-profit board of InTandem Cycling and investment committees for the Convent of the Sacred Heart New York and the Aldrich Museum.

Christophe L'Ahelec

Managing Director, Head of Active Public Markets, University Pension Plan Ontario (UPP)

Christophe L'Ahelec is an investment professional with more than twenty years of global experience in France, Hong Kong, Switzerland, and Canada.

As Managing Director, Head of Active Public Markets, he is responsible for UPP’s global investment strategy with a particular focus on Active Public Market activities.

Prior to that, Christophe was a Senior Principal in the Capital Markets (CM) department, at Ontario Teachers’ Pension Plan Board where he was accountable for the top-down management of the external managers portfolio and was part of the investment committee allocating to hedge fund, private credit and long only equity managers. During his 11 years tenure at OTPP, he originated, conducted due-diligence, and on-boarded systematic alpha managers in the equity and futures space, along with leading the group's work in the alternative risk premia space.

Before coming to Canada, Christophe was a quantitative analyst and assistant portfolio manager at Mignon Genève SA/Alpstar Asset Management, in Switzerland, where he took part in the creation and portfolio management of a European systematic market neutral fund.

Christophe spent the first two years of his career working for BNP Paribas in Hong Kong where he provided real-time quantitative support to the fixed-income trading desk.

Christophe is a graduate engineer in Finance and Applied Mathematics from the Ecole Nationale Supérieure d’Informatique et de Mathématiques Appliquées de Grenoble, France and holds the Chartered Financial Analyst® designation. He has been invited to speak globally on advanced portfolio and risk management topics and is also known for his work as an academic writer. His papers have been published in the Journal of Asset Management and the Journal of Alternative assets.

Michael Lewis

MD, Head of Total Portfolio & Capital Markets, IMCO

As Managing Director, Head of Total Portfolio & Capital Markets, Michael oversees fixed income, FX management and centralized trading. He is responsible for ensuring effective total portfolio management by coordinating activities between investment teams, leading investment and operational initiatives and conducting research on various investment topics. Michael also works with internal IMCO teams to help build efficient operational and reporting processes.

Previously, Michael was with CIBC Asset Management for more than eight years, most recently as the Director of Quantitative Research, Multi-Asset and Currency Strategies. Prior to that, he was the lead North American researcher for currency and global macro strategies for Mercer Investment Consulting. He spent the initial part of his career at several investment firms in New York, including Nikko Securities.

Michael holds a Master’s in Economics from Queen’s University and is a CFA charterholder.

Dmitry Pevzner

Investment Manager, CalPERS Board of Administration

Dmitry is a senior investment leader with broad experience that includes investment policy design, applied research and risk management. He has advisory expertise in the areas of total portfolio investment decision making, strategic asset allocation and risk budgeting and a proven track record of developing comprehensive investment solutions for international clients in over 30 countries.

Dmitry’s current role is with the CalPERS Investment Office, which he joined in 2016. He is currently part of the Total Fund’s Portfolio Design team that is responsible for active strategy portfolio design and risk analytics.

Dmitry holds an MBA from York University, Toronto, Canada and a PhD in applied mathematics from Moscow State Technological University. Dmitry is a CFA and CAIA charterholder and is the Past President of the CFA Society Sacramento.

Thomas Deinet

Executive Director, SBAI

Thomas Deinet was appointed Executive Director of the SBAI (previously known as the HFSB) in 2008. In 2007, Thomas joined the working group to project manage the development of practice standards proposed by 14 leading international alternative investment managers that led to the establishment of the SBAI.

Prior to joining the SBAI, he was a senior manager at Oliver Wyman, where he extensively worked with major financial institutions in Europe covering asset management as well as corporate and investment banking. Thomas also worked as an analyst in energy trading for a major commodities trading firm.

Thomas is a graduate of the University of Karlsruhe, Germany, with a major in industrial engineering and holds an MSc from Purdue University, USA. Thomas is a CFA charterholder.

Jane Buchan

SBAI Chair; CEO, Martlet Asset Management

Jane is Chief Executive Officer of Martlet Asset Management responsible for firm strategy, organization and performance. Martlet is based in Newport Beach, CA and was founded in July 2018. The firm’s strategies include alternative risk premia and developing liquid strategies with a focus on fixed income.

Prior to this, Ms. Buchan co-founded and led Pacific Alternative Asset Management Company (PAAMCO), a Fund of Hedge Funds focused on institutional investors for 18 years. Under her leadership first as CEO of PAAMCO and then co-CEO of PAAMCO Prisma, the firm grew to $32 billion AUM placing it third globally in the league tables by the time of her retirement in July 2018 (HFM InvestHedge Billion Dollar Club).

Jane began her career at J.P. Morgan Investment Management in the Capital Markets Group where she was trained in quantitative fixed income portfolio management. She has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She recently served as chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA) and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management.

Jane holds both a PhD and an MA in Business Economics (Finance) from Harvard University. She earned a BA in Economics from Yale University. Jane has thirty-three years of experience in investment management and portfolio construction with institutional investors.

Derek Drummond

Portfolio Manager, Funds Alpha, State of Wisconsin Investment Board (SWIB)

Derek Drummond, CAIA, is the Portfolio Manager for the Funds Alpha team at the State of Wisconsin Investment Board (SWIB), overseeing approximately $30B in assets.

Derek and his team are responsible for the sourcing, evaluation and implementation of external investment managers across both traditional and alternative investment strategies.

Derek has over 20 years of experience developing and implementing investment structures for both asset owners and managers, including developing portfolio construction, analytics and risk management frameworks, and establishing manager due diligence and evaluation processes.

Robyn Grew

CEO, Man Group

Robyn Grew is CEO of the LSE-listed active investment management firm Man Group, and an executive director on the Man Group Board. The global firm manages USD 151.7 billion (as at 30 June 2023) across a broad range of alternative and long-only portfolio solutions. As CEO, Robyn leads the firm’s Executive Committee, which is focused on ensuring the firm continues to evolve to meet the needs of its clients and the millions of pensioners and savers they represent.

Robyn was previously President of Man Group, based in the US, and has a strong track record of demonstrating strategic vision and leadership. Since joining Man Group, via GLG, in 2010, Robyn has managed the solutions business, overseen trading and execution as well as acted as Group COO, Head of ESG and General Counsel. She has been integral to the firm’s global strategic expansion and oversaw the reorganisation of Man Group’s corporate structure in 2019 to better align it with the global footprint of the business. She has also spearheaded the firm’s diversity programme, Drive. Before joining the firm in 2009, Robyn held senior positions at investment banks Barclays Capital and Lehman Brothers as well as at LIFFE, the largest futures and options exchange in London – since renamed ICE Futures Europe. These roles saw her based for periods of time in New York, London and Tokyo giving her broad, global experience. Robyn is a qualified barrister and has worked in the investment industry since 1994.

Mario Therrien

SBAI Trustee; Head of Investment Funds and External Management, CDPQ

Mario Therrien leads CDPQ’s investment funds activities. The teams he oversees invest in private investment funds and credit in private markets, as well as in venture capital in Québec and internationally. They are also responsible for external management in equity markets, as well as developing and managing strategic and institutional relationships. His mandate consists of adding value by building portfolios with the best external managers, while improving in-house management through the sharing of knowledge and expertise. He sits on the Investment-Risk Committee.

Prior to this role, Mr. Therrien was Senior Vice-President and Head of Strategic Partnerships, Developed Markets. He joined CDPQ in 1993 as an Analyst before taking on the role of Portfolio Manager in the group responsible for absolute return activities. Subsequently, he was mandated to develop external management activities in liquid-asset classes.

He holds a Bachelor’s degree in Economics and a Master’s degree in Finance from Université de Sherbrooke. He has also completed the Canadian Securities Course given by the Canadian Securities Institute, and is a CFA charter holder.

Paula Volent

Vice President and CIO, The Rockefeller University

Paula Volent is Vice President and Chief Investment Officer at The Rockefeller University, the world’s leading biomedical research university. Prior to joining The Rockefeller University in August 2021. Ms. Volent served as Chief Investment Officer and Senior Vice President at Bowdoin College, a private, residential college in Brunswick, Maine. At Bowdoin, where she was responsible for the oversight and management of the College’s endowment. Prior to joining Bowdoin in July 2000, Ms. Volent was a Senior Associate at the Yale Investments Office.

Ms. Volent has a BA from the University of New Hampshire; a Master’s Degree in Art History from the Institute of Fine Arts at New York University; a Certificate in Conservation from the Conservation Center at NYU, with a specialization in the conservation of works of art on paper; and an MBA from the Yale School of Management. Prior to focusing on endowment management, Paula worked as a paper conservator at the New-York Historical Society, the San Francisco Palace of Fine Arts, the LA County Museum of Art, and the National Gallery of Art in Washington DC. She also ran a private paper conservation studio in Los Angeles, California.

She serves on the Board of Directors of MSCI, Inc.; the Board of Directors of 1st Dibs; a member of the Investment Committee of the Pritzker Family Foundation, a member of the Advisory Board of Girls Who Invest, a Trustee of the Skowhegan School of Art and Painting, and an Investment Committee Member of the Rockefeller Foundation. She is also Vice Chair of the Yale School of Management Advisory Board, a member of the Milken Institute’s Global Markets Advisory Council, a member of the Advisory Board of the Private Capital Research Institute and a member of the National Gallery of Art Investment Subcommittee. In 2020 Barron’s named Ms. Volent as one of the “100 most influential women in U.S. Finance.

Jane Buchan

SBAI Chair; CEO, Martlet Asset Management

Jane is Chief Executive Officer of Martlet Asset Management responsible for firm strategy, organization and performance. Martlet is based in Newport Beach, CA and was founded in July 2018. The firm’s strategies include alternative risk premia and developing liquid strategies with a focus on fixed income.

Prior to this, Ms. Buchan co-founded and led Pacific Alternative Asset Management Company (PAAMCO), a Fund of Hedge Funds focused on institutional investors for 18 years. Under her leadership first as CEO of PAAMCO and then co-CEO of PAAMCO Prisma, the firm grew to $32 billion AUM placing it third globally in the league tables by the time of her retirement in July 2018 (HFM InvestHedge Billion Dollar Club).

Jane began her career at J.P. Morgan Investment Management in the Capital Markets Group where she was trained in quantitative fixed income portfolio management. She has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She recently served as chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA) and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management.

Jane holds both a PhD and an MA in Business Economics (Finance) from Harvard University. She earned a BA in Economics from Yale University. Jane has thirty-three years of experience in investment management and portfolio construction with institutional investors.

Tom Sherwood

Head of Business Development, Magnetar Capital

Tom Sherwood is responsible for leading Magnetar’s business development, client relationship management, and investor relations functions globally. Tom and his team work together to serve the needs of Magnetar’s institutional and wealth management clients across the world, providing alternative investment solutions and dedicated client service. He has worked in this capacity since joining Magnetar in 2013. Tom is also a member of Magnetar’s Management, Operations and New Business and Ethics Committees.

Tom joined Magnetar from Barclays Capital, where he was a Managing Director in Fixed Income Sales. He was responsible for managing relationships across a range of institutional clients with a focus on credit markets, derivatives and structured products. He joined Barclays in 2008 as part of the acquisition of Lehman Brothers, where he worked in the same capacity beginning in 2004. Prior to joining Lehman Brothers, Tom spent 9 years at Merrill Lynch in both sales and trading roles across a number of fixed income markets including structured credit, interest rate, and municipal derivatives.

Tom earned a Bachelor of Arts degree in Political Economy with honors from Princeton University and a Master of Business Administration from the Tuck School of Business at Dartmouth.

Ed O'Reilly

Partner, Citadel

Ed O’Reilly is a Senior Managing Director and Global Head of the Client and Partner Group at Citadel. He is responsible for managing the firm’s relationships with all investors globally. Ed is on the Executive Leadership Team and a Portfolio Committee member.

Ed started his career at The O’Connor Partnership, Chicago, where he managed the non-investment aspects of a dynamic, derivatives market making and proprietary trading business within the Fixed Income, Currencies and Commodities (FICC) and Equities strategies in a COO function. Throughout his career with O’Connor / Swiss Bank Corporation / UBS, Ed was based in a variety of financial centers: Chicago, Singapore, Zurich and London. This experience ultimately led him to spend 18 years abroad.

Ed is a member of The Cleveland Clinic International Leadership Board, The Economic Club of New York, The Aspen Institute Society of Fellows, The Development Committee for the Brunswick School in Greenwich, Connecticut. Ed is on the Investment Committee for the Miami University Endowment and a Director of the Miami University Foundation Board. He is also a Trustee of the Standards Board for Alternative Investments.

Ed received his Master of Business Administration from Duke University and a bachelor’s degree from Miami University, Oxford, Ohio.

Steven Rattner

Chairman & CEO, Willett Advisors

Steven Rattner is Chairman and Chief Executive Officer of Willett Advisors LLC, which manages the personal and philanthropic investment assets of Michael R. Bloomberg. In addition, he is a regular contributor to the Op-Ed page of The New York Times and the Economic Analyst for MSNBC’s Morning Joe.

He previously served as Counselor to the Secretary of the Treasury and led the Obama Administration’s successful effort to restructure the automobile industry, which he chronicled in his book, Overhaul: An Insider’s Account of the Obama Administration’s Emergency Rescue of the Auto Industry.

Anita Nemes

Leadership & Performance Coach, Matterhorn Consulting London

Anita Nemes is a performance and leadership coach who specialises in working with senior decision-makers and investment professionals in the hedge fund industry. With over 20 years of investment banking experience, including global leadership roles at Deutsche Bank and Merrill Lynch, Anita’s clients benefit from her extensive leadership experience, ability to think strategically, and nuanced understanding of people, systems, and the industry.

Anita’s core approach to coaching is rooted in her belief that many aspects of our working lives have complex psychological and systemic underpinnings, and a coach is best placed to have thought-provoking, non-judgmental conversations with a view to increasing awareness and thus enabling change in behaviour.

Known for her direct, challenging, and results-oriented style, Anita empowers clients to think strategically, uncover core challenges, and implement change in behaviour that leads to more successful and fulfilling professional lives.

Anita completed an MBA at INSEAD, as well as INSEAD’s "Executive Master in Change” programme in Individual and Organisational Psychology. Anita is an ICF-accredited coach.

Jane Buchan

SBAI Chair; CEO, Martlet Asset Management

Jane is Chief Executive Officer of Martlet Asset Management responsible for firm strategy, organization and performance. Martlet is based in Newport Beach, CA and was founded in July 2018. The firm’s strategies include alternative risk premia and developing liquid strategies with a focus on fixed income.

Prior to this, Ms. Buchan co-founded and led Pacific Alternative Asset Management Company (PAAMCO), a Fund of Hedge Funds focused on institutional investors for 18 years. Under her leadership first as CEO of PAAMCO and then co-CEO of PAAMCO Prisma, the firm grew to $32 billion AUM placing it third globally in the league tables by the time of her retirement in July 2018 (HFM InvestHedge Billion Dollar Club).

Jane began her career at J.P. Morgan Investment Management in the Capital Markets Group where she was trained in quantitative fixed income portfolio management. She has been an Assistant Professor of Finance at the Amos Tuck School of Business at Dartmouth. She recently served as chairwoman of the board for the Chartered Alternative Investment Analyst Association (CAIA) and is a member of the Advisory Board for the Master of Financial Engineering Program at UCLA Anderson School of Management.

Jane holds both a PhD and an MA in Business Economics (Finance) from Harvard University. She earned a BA in Economics from Yale University. Jane has thirty-three years of experience in investment management and portfolio construction with institutional investors.

Andy Merrill

Partner, Prosek Partners

Andy Merrill brings nearly 30 years of strategic financial communications experience to Prosek, focusing on transaction communications and issues and crisis management.

Prior to joining Prosek, Andy was a Senior Managing Director at Teneo, a global strategic consultancy where he counseled CEOs and boards of directors. Andy was also the US CEO of Finsbury, where he led the successful buildout of their US office and the subsequent merger with Robinson Lehrer Montgomery. Prior to Finsbury, Andy led Edelman’s global financial communications practice, which he joined from Abernathy MacGregor, where he was a partner and Managing Director. Rounding out his financial credentials, Andy has worked as an investment banker at UBS and as both a senior commercial banker and the head of investor relations for The Bank of New York.

Andy is a graduate of Trinity College in Hartford, Connecticut and has an MBA in finance from Columbia University in New York. He is Chairman of the Board of the Stamford Hospital Foundation in Stamford, Connecticut, and a member of the Boards of Trustees of Row New York and US Rowing.

Samantha Foster

MD, Non-Profit OCIO Solutions, Russell Investments

Sam Foster, CQF, is a Managing Director at Russell Investments responsible for non-profit solutions. She is responsible for leading the organization's efforts in developing and delivering strategic advice and investment management solutions for non-profit organizations. She is also responsible for new business development, establishing investment management relationships and supporting client needs on an ongoing basis.

She works with boards, committees, and staff to develop customized investment strategies and help solve unique problems for each client. This work includes direction on investment strategy and implementation, risk management, asset allocation, operations, and culture.

Sam spent 10 years managing total endowment asset allocation and risk for the University of Southern California, as well as making endowment investments and all non-endowment investments. At Pacific Alternative Asset Management Company (PAAMCO), she chaired the Risk Management Committee and advised clients on hedge fund investments.

Prior to business school, she was a Quantitative Research Analyst for the International Equity mutual fund at Bailard, Inc. She also earned the Certificate in Quantitative Finance (CQF). Sam is an active committee member for the Standards Board for Alternative Investments (SBAI) and Women in Institutional Investing Network (WIIIN) organizations.

Sam studied graduated with a MBA, Stanford Graduate School of Business Bachelor of Science, California Institute of Technology CQF, Certificate in Quantitative Finance.

Paula Volent

Vice President and CIO, The Rockefeller University

Paula Volent is Vice President and Chief Investment Officer at The Rockefeller University, the world’s leading biomedical research university. Prior to joining The Rockefeller University in August 2021. Ms. Volent served as Chief Investment Officer and Senior Vice President at Bowdoin College, a private, residential college in Brunswick, Maine. At Bowdoin, where she was responsible for the oversight and management of the College’s endowment. Prior to joining Bowdoin in July 2000, Ms. Volent was a Senior Associate at the Yale Investments Office.

Ms. Volent has a BA from the University of New Hampshire; a Master’s Degree in Art History from the Institute of Fine Arts at New York University; a Certificate in Conservation from the Conservation Center at NYU, with a specialization in the conservation of works of art on paper; and an MBA from the Yale School of Management. Prior to focusing on endowment management, Paula worked as a paper conservator at the New-York Historical Society, the San Francisco Palace of Fine Arts, the LA County Museum of Art, and the National Gallery of Art in Washington DC. She also ran a private paper conservation studio in Los Angeles, California.

She serves on the Board of Directors of MSCI, Inc.; the Board of Directors of 1st Dibs; a member of the Investment Committee of the Pritzker Family Foundation, a member of the Advisory Board of Girls Who Invest, a Trustee of the Skowhegan School of Art and Painting, and an Investment Committee Member of the Rockefeller Foundation. She is also Vice Chair of the Yale School of Management Advisory Board, a member of the Milken Institute’s Global Markets Advisory Council, a member of the Advisory Board of the Private Capital Research Institute and a member of the National Gallery of Art Investment Subcommittee. In 2020 Barron’s named Ms. Volent as one of the “100 most influential women in U.S. Finance.

Derek Drummond

Portfolio Manager, Funds Alpha, State of Wisconsin Investment Board (SWIB)

Derek Drummond, CAIA, is the Portfolio Manager for the Funds Alpha team at the State of Wisconsin Investment Board (SWIB), overseeing approximately $30B in assets.

Derek and his team are responsible for the sourcing, evaluation and implementation of external investment managers across both traditional and alternative investment strategies.

Derek has over 20 years of experience developing and implementing investment structures for both asset owners and managers, including developing portfolio construction, analytics and risk management frameworks, and establishing manager due diligence and evaluation processes.

Jennifer Ancker Whelen

Chief Client Officer, Member of Executive, Investment & Risk Committees, Graham Capital Management

Jennifer Ancker Whelen is the Chief Client Officer of Graham Capital Management, L.P. ("Graham"), an alternative investment manager with approximately $20.6B AUM as of March 1, 2025. Mrs. Ancker Whelen is also a member of the firm's Executive, Investment, and Risk committees. She became an Associated Person of Graham effective June 6, 2007 and a Principal January 15, 2021. Mrs. Ancker Whelen is responsible for the development of strategic relationships with Graham's global client base, including consultants and institutional investors.

Prior to joining Graham in April 2007, Mrs. Ancker Whelen was Principal and Director of Marketing & Investor Relations at Stadia Capital, LLC, a long/short equity hedge fund.

Mrs. Ancker Whelen graduated cum laude from Colby College in 1995 with a B.A. in Economics and a minor in Sociology.

Joshua Kestler

President, Innocap Investment Management

Joshua Kestler is President of Innocap. Josh is responsible for Dedicated Managed Account platform accounting, operations and onboarding, product development, business development, client coverage and sustainability and impact solutions.

Josh was previously Head of HedgeMark and was responsible for overall management of the HedgeMark business. He was responsible for strategically developing the HedgeMark DMA platform and helped build it from an idea into the largest DMA platform in the industry. Josh has more than 23 years of experience in the hedge fund industry and 21 years of managed account experience. Prior to joining HedgeMark, Josh spent 8 years at Deutsche Bank serving in various senior roles including Head of Managed Account Platform Operations for Deutsche Bank’s X-Markets Hedge Fund Platform in the U.S. and Chief Administrative Officer of DB Advisors Hedge Fund Group. He began his career as an associate in the Investment Management Group of New York law firm, Schulte Roth & Zabel LLP.

Josh has authored numerous articles on the subject of dedicated managed accounts and has been a featured speaker at many managed account industry events. He is the Co-Founder and Co-President of Trial Blazers for Kids and a board member of Cannonball Kids cancer, both of which are foundations focused on pediatric cancer research.

Josh received a J.D., cum laude, from the University of Pennsylvania Law School and a BA, summa cum laude, from Rutgers College.

Scott Radke

CEO, New Holland Capital

Scott Radke is the Chief Executive Officer at New Holland Capital (NHC). Scott is responsible for leading, implementing, and growing NHC’s business activities. Scott is a member of the firm’s Financial Risk Management Committee and a member of the Investment Committee.

Prior to the launch of NHC in 2006, Scott was a member of the Hedge Fund Group within a Dutch pension. Before that, Scott was a Vice President at Citigroup Global Markets and previously an Associate within the Insurance-related Structured Transactions Group at Goldman Sachs.

Scott graduated magna cum laude from the University of Michigan with a BSE in Mechanical Engineering and received an MBA in Finance with distinction from the Wharton School of the University of Pennsylvania.

Christopher Dlutowski

Partner, Morgan, Lewis & Bockius

Christopher J. Dlutowski has represented investors, managers, and other market participants in a wide array of investment matters for over 25 years.

Christopher represents institutional investors—including public and private pension plans, family offices, sovereign wealth funds, university endowments, foundations, and funds of funds—in their investments in private equity, venture capital, private credit, real estate, infrastructure, secondary, continuation, hedge, hybrid, and other private funds, funds of funds, managed accounts, co-investments, and direct investments, with a special focus on customized investment products, including funds of one, captive funds, and strategic partnerships, in all asset classes.

Christopher also advises institutional investors governance, compliance, risk, and dispute resolution issues.

Jonah Platt

MD, U.S. Head of Government & Regulatory Policy, Citadel

Jonah Platt is Managing Director, U.S. Head of Government & Regulatory Policy for Citadel, helping to lead the firm’s engagement on regulatory initiatives across asset classes.

Prior to joining Citadel, Mr. Platt was an Executive Director for Sales and Trading Legal at UBS Investment Bank. Previously, he was a Derivatives and Capital Markets Associate at Allen & Overy LLP.

Mr. Platt received a bachelor’s degree with high distinction from the University of Michigan and graduated magna cum laude from the University of Michigan Law School.

Jennifer Ancker Whelen

Chief Client Officer, Member of Executive, Investment & Risk Committees, Graham Capital Management

Jennifer Ancker Whelen is the Chief Client Officer of Graham Capital Management, L.P. ("Graham"), an alternative investment manager with approximately $20.6B AUM as of March 1, 2025. Mrs. Ancker Whelen is also a member of the firm's Executive, Investment, and Risk committees. She became an Associated Person of Graham effective June 6, 2007 and a Principal January 15, 2021. Mrs. Ancker Whelen is responsible for the development of strategic relationships with Graham's global client base, including consultants and institutional investors.

Prior to joining Graham in April 2007, Mrs. Ancker Whelen was Principal and Director of Marketing & Investor Relations at Stadia Capital, LLC, a long/short equity hedge fund.

Mrs. Ancker Whelen graduated cum laude from Colby College in 1995 with a B.A. in Economics and a minor in Sociology.

Derek Drummond

Portfolio Manager, Funds Alpha, State of Wisconsin Investment Board (SWIB)

Derek Drummond, CAIA, is the Portfolio Manager for the Funds Alpha team at the State of Wisconsin Investment Board (SWIB), overseeing approximately $30B in assets.

Derek and his team are responsible for the sourcing, evaluation and implementation of external investment managers across both traditional and alternative investment strategies.

Derek has over 20 years of experience developing and implementing investment structures for both asset owners and managers, including developing portfolio construction, analytics and risk management frameworks, and establishing manager due diligence and evaluation processes.

Julia Mord

CIO, Commonfund OCIO

Julia is the Chief Investment Officer of Commonfund OCIO, where she oversees the development and management of a comprehensive and diversified global investment program, implemented across nonprofit client accounts and investment portfolios, and spanning a wide range of asset classes. She also serves as Chair of Commonfund OCIO’s Investment and Asset Allocation Committees and as a member of the Commonfund OCIO Executive Group.

Prior to joining Commonfund, she served as Deputy Chief Investment Officer for Tulane University’s Investment Management Office, where she played a pivotal role in managing the University’s $2.4 billion endowment. Her responsibilities included leading the development and oversight of public market investments, encompassing global equity, marketable alternatives, and core fixed-income portfolios. She also spearheaded the creation of Tulane’s ESG policy, with a particular focus on advancing environmental sustainability initiatives. Prior to her tenure at Tulane, Julia was an Investment Officer at AI International, a New York-based family office, where she co-managed a multi-asset class portfolio with significant allocations to alternative investments. Earlier in her career, she worked on the Portfolio Trading Desk at Jefferies & Company and began her professional journey in Ernst & Young’s Strategic Advisory Services Group.

Julia holds a Bachelor of Arts in Economics from the University of Chicago and an MBA from The Wharton School at the University of Pennsylvania. She is also a Chartered Alternative Investment Analyst (CAIA).

Mario Therrien

SBAI Trustee; Head of Investment Funds and External Management, CDPQ

Mario Therrien leads CDPQ’s investment funds activities. The teams he oversees invest in private investment funds and credit in private markets, as well as in venture capital in Québec and internationally. They are also responsible for external management in equity markets, as well as developing and managing strategic and institutional relationships. His mandate consists of adding value by building portfolios with the best external managers, while improving in-house management through the sharing of knowledge and expertise. He sits on the Investment-Risk Committee.

Prior to this role, Mr. Therrien was Senior Vice-President and Head of Strategic Partnerships, Developed Markets. He joined CDPQ in 1993 as an Analyst before taking on the role of Portfolio Manager in the group responsible for absolute return activities. Subsequently, he was mandated to develop external management activities in liquid-asset classes.

He holds a Bachelor’s degree in Economics and a Master’s degree in Finance from Université de Sherbrooke. He has also completed the Canadian Securities Course given by the Canadian Securities Institute, and is a CFA charter holder.

Travis Williamson

Partner, Albourne Partners

Travis Williamson is a Partner at Albourne America and the Head of Hedge Fund Research. Prior to joining Albourne in 2013, Mr. Williamson was a Senior Markets & Policy Analyst at the Federal Reserve Bank of New York where he focused on furthering the Federal Reserve Systems analysis and interactions with buy-side market participants, with a focus on hedge funds. Before joining the Federal Reserve Bank of New York Mr. Williamson held roles at Morgan Stanley, Royal Bank of Canada, and DCF Capital.

Mr. Williamson earned an MBA from the University of Connecticut, a degree in Economics from Lafayette College, and holds the CAIA designation.