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Capital Allocators

Creating Long-Term Value for (almost) 100 Years at MFS

With: Carol Geremia,

Multi-Asset

Marketing

Manager

Carol Geremia is the President and Head of Global Distribution at MFS.

Figuring Out Investing and Vanguard

With: Charley Ellis,

Public Equity

Decision Making

Thought Leader

Charley Ellis is an investment luminary, founder of Greenwich Associates, author of seventeen investment books.

A Beautiful Carveout at Orveon

With: Advent International,

Private Equity

Manager

Tricia Glynn is a Managing Director at Advent International, the global private equity firm that oversees nearly $100 billion

Two and Twenty, An Insider’s Take on Private Equity

With: Sachin Khajuria,

Private Equity

Manager

Sachin Khajuria is a former partner at Apollo and twenty-five-year veteran of private equity.

Empty Rooms:  Masterclass on CLOs at Eagle Point Credit Management

With: Thomas Majewski,

Credit

Empty Room

Manager

Thomas Majewski is the Managing Partner & Founder of Eagle Point Credit Management, a $14 billion specialist credit manager.

Thinking Differently with Pensions at Textron

With: Charles Van Vleet,

Multi-Asset

Allocator

Pension

Charles Van Vleet is the CIO of Textron, where he manages $10 billion in defined benefit assets.

Partnering, Merging, and Growing at Zelis

With: Bain Capital,

Private Equity

Manager

Bain Capital manages $180 billion, about half of which is in private equity.

Culture and Partnership at Taconic Capital

With: Frank Brosens,

Hedge Fund

Manager

Pension

Frank Brosens is a co-founder of Taconic Capital, an $8 billion event-driven, multi-strategy hedge fund founded in 1999.

Modern Technology in the Investment Office at Northern Trust

With: Melanie Pickett,

Allocator

Entrepreneur

Melanie joined Northern Trust five years ago to create its Front Office Solutions business.

The Modern Canadian Model at CPPIB

With: Geoffrey Rubin,

Multi-Asset

Allocator

Pension

Geoffrey Rubin is the Senior Managing Director and Chief Investment Strategist of the Canadian Pension Plan Investment Board.

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