September 28, 2017
With the perfect storm hitting the traditional asset classes, investors were increasingly driven to diversify their portfolios into alternative assets. Hedge funds have grown in popularity over the last decade until their recent scrutiny and muted returns and high fees, causing some investors to explore the more private side of alternatives. Institutions seemed to have regained confidence in illiquid asset classes but the goal of offsetting market volatility and generating higher returns during periods of low yields, making investors wonder how far have we really come? And where do we go from here?
Registration begins at 3:45pm
Program starts promptly at 4:00pm
Reception: 6:00 - 7:00pm
Donna Holmes, CAIA, Managing Director, Business Development and Client Service, Lizard Investors LLC
Before joining Lizard in 2011, Ms. Holmes was the Managing Director of Business Development at Narragansett Asset Management LLC from 2010 to 20011, and held the same position at Tremblant Capital Group from 2002 to 2009. She also served as the General Counsel at Tremblant from 2002 to 2003. Ms. Holmes began her career as an Employee Benefits Attorney in New York City. She earned her LLM in Taxation from NYU Law School in 1990, her JD from Syracuse University School of Law in 1987 and her BS in Accounting from Syracuse University in 1983. Additionally, Ms. Holmes completed the Association of Investment Management Sales Executives (AIMSE) program at the Wharton Institute in 2008. She earned her CAIA designation in 2016.
Wendy M. Hershey, CFA, CIMA®, CAIA, CFP Director, ACG Asset Consulting Group
Wendy is a Senior Consultant who works closely with a wide variety of clients. Her responsibilities include assisting clients with investment policy development, asset allocation and portfolio construction, manager search and due diligence, performance evaluation and education. She participates in ACG’s Investment Committee, which establishes the framework for the firm’s investment philosophy and oversees the internal processes used to ultimately make investment recommendations to clients. Prior to joining ACG, Wendy was a senior consultant with Mercer. Wendy has worked in the investment advisory arena for 23 years. She holds a BA in East Asian Studies from Wesleyan University and an MBA from Vanderbilt University. Wendy is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis. She is also a Certified Investment Management Analyst designee.
Francois Otieno, Director of Fixed Income, Segal Marco Advisors
Francois is a Director in Segal Marco Advisors’ Chicago office with 18 years of institutional investment experience that spans across Asset Management, Plan Sponsor and Investment Consulting. In his current role, he principally focuses on Private Debt, Multi-Asset Credit, Unconstrained fixed income and a wide range of other opportunistic fixed income strategies.
Prior to joining Segal Marco Advisors, Francois served as a Senior Consultant at Aon Hewitt Investment Consulting, Inc. for nine years. In that role, he served as a senior member of the firm’s manager research group focusing on fixed income, while working closely with a large number of clients in a variety of roles. Before that, he spent five years at Anthem, Inc., one of the largest health Insurance companies in the nation, as a Senior Investment Consultant overseeing the managers within the investment program. Prior to that, he spent two years at Conseco Capital Management (rebranded as 40/86 Advisors) as an Investment Analyst in the Structured Products Group.
Francois holds a BS degree in Business Administration as well as an MBA degree from Indiana State University. He is also a Level II candidate for the Chartered Alternative Investment Analyst (CAIA) designation.
Francois frequently speaks on various fixed income related topics at industry conferences and has been quoted in various industry publications, including Bloomberg, FundFire, and top1000funds.com. In addition, he co-authored a research paper entitled, “Measuring Success in Fixed Income.”
Ellen Martel, Senior Consultant/DC Practice Leader, Ellwood Associates
Ellen Martel is a Senior Consultant at Ellwood Associates and joined our firm in 2000. Ellen leads our Defined Contribution Plan Practice Area. In this role, she is responsible for overseeing Ellwood’s investment consulting services to defined contribution clients. Previously, Ellen was the Director of Traditional Manager Research. Ellen consults to corporate retirement, endowments & foundations and hospital and healthcare clients. Prior to joining Ellwood, Ellen worked as a high-yield fixed income securities analyst at Lincoln Capital Management, a Chicago-based investment firm. She received her BS from Creighton University in Omaha, Nebraska. Ellen is a board member of the Defined Contribution Institutional Investment Association (DCIIA) and a current member/past board member of the Women Investment Professionals (WIP) – Chicago. Ellen is a proud Chicagoan, enjoying a city full of amazing food, art, architecture, and plenty of places to walk her French bulldog.