Annual North American Stakeholder Forum

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.

Pablo Calderini

President & CIO, Graham Capital Management

Pablo E. Calderini is the President and Chief Investment Officer of Graham Capital Management, L.P. ("GCM"), an alternative investment firm with approximately $16.8 billion in AUM as of March 1, 2022. Mr. Calderini is responsible for the management and oversight of the discretionary and systematic trading businesses at GCM. Mr. Calderini is also a member of the firm's Executive, Investment, Risk, and Compliance committees. He joined GCM in August 2010.

Prior to joining GCM, Mr. Calderini worked at Deutsche Bank from June 1997 to July 2010 where he managed several business platforms including Equity Proprietary Trading, Emerging Markets, and Credit Derivatives.

Mr. Calderini received a B.A. in Economics from Universidad Nacional de Rosario in 1987 and a Masters in Economics from Universidad del CEMA in 1989, each in Argentina.

Gordon Corbett

Managing Director, Global Head of Prime Financing Advisory , Bank of America Securities

Gordon Corbett runs the Global Consulting and US Capital Strategy teams within Prime Financing, part of Global Equities. He is responsible for resourcing global hedge fund clients and also covers investors and asset owners investing into Alternatives. He manages several large client relationships globally, and is based in New York. Gordon joined Bank of America Merrill Lynch in 2014, having previously held various roles within Prime Brokerage at Morgan Stanley in London since 2003.

Gordon started his career in finance at Morgan Stanley in London in 1999, followed by 3 years in the US working for a financial software company servicing hedge fund clients.

Gordon graduated from the London School of Economics in 2000 with a BSc Economics (Hons) degree.

Gordon is currently based in New York and sits on the bank’s LGBTQ+ Executive Council as well as being involved with several of the bank’s targeted recruitment programs. He also actively participates in hedge fund industry charities and events.

Zoe Cruz

Founder & CEO, Menai Financial Group

Zoe Cruz is the Founder and CEO of Menai Financial Group, and a highly accomplished executive who spent decades at the forefront of the financial services industry.

Zoe had a 25-year tenure at Morgan Stanley, where she was Co-President from 2005 to 2007; in this role, she ran major revenue-generating businesses, including the company’s Institutional Securities Businesses, risk management and information technology organizations. Prior to that, Zoe was the Global Head of Fixed Income, Commodities and Foreign Exchange from 2001 until 2005. She joined Morgan Stanley in 1982 and was the third founding member of the company’s foreign exchange trading group.

Zoe is also a former Senior Advisor at Promontory Financial Group, LLC, and the founder of an investment management firm, Voras Capital Management. In addition to her leadership position at Menai, Zoe also sits on the boards of the Harvard Kennedy School Center for Business and Government Advisory Council. Zoe previously sat on the boards of Ripple, Old Mutual PLC, Morgan Stanley, Harvard Dean’s Council, MAN Group and Bowdoin College Investment Committee.

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.

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.

Damien Dwin

Founder & CEO, Lafayette Square

Damien Dwin is the Founder and Chief Executive Officer of Lafayette Square. Previously, Damien served as Co-Founder and Co-CEO of Brightwood Capital Advisors from its founding in 2010 to October 2020. 

Damien began his career as a trader with Goldman Sachs, New York & London, there earning the Michael P. Mortara Award for Innovation. At Credit Suisse, he was the Co-Founder and Head of the North American Special Opportunities business until 2010. Damien also served on the Vice President Selection Committee and led the Fixed Income Division Credit Training Program. 

He is an active thought leader on place-based investing, mass incarceration and the use of capitalism for good. He has written for Financial Times, Entrepreneur and Inc.com. 

Damien currently serves as Chair of the Board of Trustees for Vera Institute of Justice. He also serves on the non-profit boards of Lincoln Center for the Performing Arts, Children’s Hospital of Philadelphia, Studio Museum in Harlem, National Trust for Historic Preservation, Woodberry Forest School, and Boys’ Club of New York.  He is also a Council Member of the Smithsonian National Museum of African American History and Culture.

Damien received a B.S./B.A. from Georgetown University where he served two terms on the Board of Regents. 

Luke Ellis

CEO, Man Group Plc

Luke Ellis is CEO of Man Group, a global active investment firm. Man Group has five investment engines (Man AHL, Man Numeric, Man GLG, Man FRM and Man GPM), which manage USD 112.3 billion (as at 31 March, 2019) in a range of liquid and private markets. As CEO, Luke leads the firm’s Executive Committee, working with teams across investment, distribution, technology and infrastructure, while seeking to deliver the right outcomes for clients and positioning Man Group to adapt to opportunities as markets evolve. With a central objective to deliver alpha for clients through time, Man Group provides a wide range of alternative and long-only portfolio solutions for its client base.

Luke joined Man Group in 2010 and was previously President of the firm, responsible for management across investment engines. Prior to this, he was Chairman of Man GLG’s Multi-Manager activities and was Managing Director of Man FRM from 1998 to 2008. Luke was previously a Managing Director at JPMorgan in London and Global Head of the firm’s Equity Derivatives and Equity Proprietary Trading businesses.

He holds a BSc (Hons) in Mathematics and Economics from Bristol University.

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.

Mike Jacobellis

CIO , New Holland Capital

Mike Jacobellis is the Chief Investment Officer at New Holland Capital (NHC), an NYC-based hedge fund advisory company with discretionary and advisory vehicles for several pensions. The firm currently manages ~$20bn of assets in absolute return strategies across the liquidity spectrum. Mike is responsible for managing NHC’s clients’ portfolios and overseeing investment research and portfolio risk activities. Mike is a member of the firm’s Investment and ESG Committees.

Prior the launch of NHC in 2006, Mike was a member of the Hedge Fund Group within a Dutch pension. Mike serves on the Investment Committees of the Robin Hood Foundation and the International Refugee Assistance Project, where he is also a member of the Board.

Mike graduated from Cornell University with a BS in Applied Economics and Management and is a CFA charterholder.

Josh Levine

Global Head of Distribution & Partnerships, Bridgewater Associates

Josh joined Bridgewater in 2019, and is responsible for strategic new business development for global institutional investors.

Prior to joining Bridgewater, Josh held numerous positions at BlackRock, where he was a member of the Institutional Executive Committee overseeing BlackRock’s Institutional Client Business. There, he served as Head of BlackRock Alternatives Specialists for the Americas, Co-Head of the US Pensions, and Director of the Latin American business. Josh was previously Executive Vice President of the Permal Group, where he was responsible for developing and executing the firm's overall institutional strategy and business development. He began his career at Merrill Lynch, where his career culminated as First Vice President of the Institutional Advisory Division.

Josh earned his BA degree in International Affairs from the University of Colorado, and a Masters in International Affairs, focusing on International Economic Policy, from Columbia University, where he was named to the International Fellows program. He currently sits on the Dean’s Advisory Board for the University of Colorado’s College of Arts and Sciences. He was a Trustee for the Brooklyn Heights Montessori School from 2012-18. In 2018, he was a founding member of the 1834 Project, a Brooklyn-based philanthropic organization.

Carter Lyons

Chief Business Officer, Two Sigma

In his current role as Chief Business Officer (CBO), Carter Lyons partners closely with company leadership to drive growth in our investment management and private investment businesses, including expanding our client relationships, delivering new products and solutions, and nurturing new partnerships. He also oversees the operations of Venn, Two Sigma’s SaaS portfolio analytics platform used by asset owners, asset managers, and advisors. Since joining Two Sigma in September 2011, Carter has significantly grown our institutional investor base in investment management and in doing so, has gained a breadth of expertise across the company. He most recently held the position of Co-Head of Two Sigma Advisers, overseeing all business activities across investment management and client solutions. Previous to that, Carter was Head of Investor Relations which is responsible for the firm’s fundraising and relationship management efforts.

Prior to joining the firm, Mr. Lyons worked at BlackRock, where he served as Managing Director within the Global Client Group's U.S. and Canadian Institutional team. In his role, he was responsible for developing and maintaining relationships with institutional investors, as well as for overseeing account managers’ marketing and client service for institutional clients. Prior to this, Carter worked at Barclays Global Investors (BGI) where he managed the Market Data Services group before joining the Client Relationship team. Prior to joining BGI, he served as a Senior Analyst for Franklin Templeton's Fund Accounting and Financial Reporting department.

Mr. Lyons earned a bachelor’s degree in finance from Lehigh University and is a CFA charterholder.

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.

Eric Peters

Founder, CEO, and CIO, One River Asset Management

Eric Peters is the Founder, CEO, and CIO of One River Asset Management and its subsidiary, One River Digital Asset Management. One River is an innovative investment manager dedicated to delivering high-conviction discretionary and quantitative strategies that help its clients build superior portfolios. One River sees the world in a period of major economic and political transition, with the investment landscape shifting in ways that will make the coming ten years look profoundly different from the past decade. Its strategies are built to profit from this dynamic environment while providing strong diversification benefits to traditional investment portfolios.

Prior to founding One River in 2013, Eric served as Chairman of Grant Capital Partners, a $1.25 billion discretionary global macro hedge fund. In that role, Eric focused on thematic investment opportunities and was responsible for all non-investment activities including the direct oversight of the Chief Risk Officer. Over the course of his career, Eric has held various positions that include portfolio manager for Peloton Partners, proprietary trader for both Lehman Brothers and Credit Suisse, and Founder and Chief Executive Officer of a TH Lee Putnam funded technology firm.

Eric travels extensively, exchanging ideas, debating policy, and identifying investment opportunities with many of the world’s top investment managers, economists, strategists, political consultants, academics, scientists, and business leaders. The content of those discussions often finds its way into his weekly investment letter - Weekend Notes - which is read by investment professionals who directly deploy over $1trln in alternative assets.

Jen Prosek

Founder & CEO, Prosek Partners

Jennifer Prosek is the founder and Managing Partner of Prosek Partners, a leading international public relations and financial communications consultancy with offices in New York, London, Boston, Los Angeles, and Connecticut. The firm ranks among the top financial communications consultancies in the U.S. and UK. Prosek Partners was named among Forbes’ America’s Best PR Agencies in 2021, has been listed as an Inc. 5000 Fastest Growing Company for nine years running, and is ranked among the Top 25 firms in New York Observer’s PR Power List. Jennifer was also listed personally among Insider’s list of top financial communicators in the United States.

Jennifer is a published author and frequent speaker. "Army of Entrepreneurs," her first book, received praise from Columbia Business School, Wharton and INSEAD. Her second book "Raising Can-Do Kids," co-authored with Richard Rende, Ph.D., was published by Penguin Random House in 2015. She is on the board of directors of the Arthur Page Society, BritishAmerican Business, Nasdaq-listed Better World Acquisition Corporation, and sits on the advisory board of Signal AI and iConnections. She is also a venture investor in a number of communications technology platforms, including Qwoted and The Marque.

Jennifer received her MBA from Columbia University and a B.A. in English Literature from Miami University.

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.

Angel Ubide

MD & Head of Economic Research for Global Fixed Income and Marco, Citadel

Angel Ubide is a Managing Director and Head of Economic Research for Global Fixed Income and Macro at Citadel.

Prior to joining Citadel in 2018, Mr. Ubide held senior positions at Goldman Sachs, D.E. Shaw and Tudor Investment Corporation. He began his career as an Economist at the International Monetary Fund (IMF).

In parallel to his financial services career, Mr. Ubide has been deeply involved in the global policy discussion, largely as a Senior Fellow at the Peterson Institute for International Economics. He is a member of the Advisory Council on Econmomic Affairs of the SPanish Government, of the Sterring Committee for the Euro 50 Group, of the Advisory Board of Esade EcPol, and of the Economic Club of New York.

Mr. Ubide has published extensively on exchange rates, monetary policy, and European policy issues. His book on economics, monetary policy, and markets, The Paradox of Risk, was published in 2017.

Mr. Ubide received a bachelor's degree from the University of Zaragoza in Spain and a PhD in Economics from the European University Institute in Florence, Italy.

Sapna Vir

MD, Business Development, Verition Fund Management

Sapna Vir is a Managing Director in the Business Development group at Verition Fund Management, responsible for sourcing portfolio managers across all strategies in North America. Sapna is also the Vice Chair of the North American Committee of the Standards Board for Alternative Investments (SBAI).

Prior to joining Verition in 2022, Sapna was the Director of External Relationships at New Holland Capital (NHC) where she oversaw manager sourcing efforts, peer relationships, and business development. She has also previously held roles at Napier Park Global Capital (fka Citi Capital Advisors), within their Product Management team, and Morgan Stanley, in their Debt Capital Markets group specializing in structured solutions for insurance companies.

Sapna graduated from Georgetown University with a BSBA in Finance and International Business and received an MBA in Finance from the Wharton School of the University of Pennsylvania.

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.

Travis Williamson

Partner , Albourne

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.

Poul Winslow

Consultant , Leaf Creek Advisors

Poul Winslow serves on several boards and investment committees, including Enstar Group, International Centre for Pension Management (ICPM) and University of Toronto Asset Management. Poul is also an advisor to the investment industry through Leaf Creek Advisors.

Poul retired from CPP Investments in May 2022 as Senior MD and Global Head of Capital Markets & Factor Investing; he worked at CPP Investments since 2009 as Head of Thematic Investing and Head of External Portfolio Management. Before CPP Investments, he was Chief Investment Officer of Swedish AP2 (Andra AP-fonden) and also held several senior leadership roles at Nordea Investment Management in Denmark, Sweden and the US. Poul served as a Trustee of the Standards Board for Alternative Investments (SBAI/HFSB).

Poul has undergraduate and Masters degrees in Economics and Management from Aarhus University in Denmark. 

Jimmy Yan

Director of ESG, New York City Comptroller’s Office

Jimmy serves as Director of ESG in the New York City Comptroller’s Office Bureau of Asset Management (BAM) which manages the investments of the New York City pension funds. He joined BAM in 2014. Jimmy helps lead ESG integration, sustainable investing, and diverse and emerging manager programs in asset allocation, manager diligence and monitoring and risk management.

Prior to the Comptroller’s Office, Jimmy served as a Trustee for the New York City Employees Retirement System (NYCERS) and as the General Counsel for the Manhattan Borough President’s Office. Jimmy also served as the General Counsel for the New York City Mayor’s Office of Immigrant Affairs and a Deputy Chief Counsel to the New York City Charter Revision Commission. Prior to entering government, Jimmy worked in public interest litigation, direct legal services, public policy advocacy and community education in education law, civil rights, and immigrant rights.

He is a graduate of New York University School of Law and the University of California at Berkeley.