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KEYNOTE SPEAKERS

   
Ferguson Niall Niall Ferguson, MA, DPhil
Author, Historian, Harvard Professor
Hoover Institute Fellow, Stanford

Niall Ferguson is an influential commentator on geopolitics and the global economy. He is a senior fellow of the Center for European Studies at Harvard, a senior fellow of the Hoover Institution at Stanford a visiting professor at Tsinghua University in Beijing and the Dillor-von Furstenberg Family Foundation Distinguished Scholar at the Nitze School of Advanced International Studies in Washington, DC.

Ferguson is the author of 14 books, including The Pity of War: Explaining World War One, The Cash Nexus, Empire, Colossus, The War of the World, The Ascent of Money, Civilization: The West and the Rest, and The Great Degeneration. He is currently writing a biography of Henry Kissinger, the first volume of which—Kissinger, 1923-1968: The Idealist—has been published to critical acclaim.

He won an international Emmy for his PBS series The Ascent of Money. His many other prizes and awards include the Benjamin Franklin Prize for Public Service (2010), the Hayek Prize for Lifetime Achievement (2012) and the Ludwig Erhard Prize for Economic Journalism (2013).

In addition to writing a weekly column for the Sunday Times (London) and the Boston Globe, he is the founder and Managing Director of Greenmantle LLC, a Cambridge-based advisory firm.

   
Marks Howard Howard Marks, CFA
Co-Chairman
Oaktree 

Since the formation of Oaktree in 1995, Howard Marks is responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and contributing his experience to big-picture decisions relating to investments and corporate direction.  

From 1985 until 1995, Marks led groups at The TCW Group Inc. that were responsible for investments in distressed debt, high-yield bonds and convertible securities. He was also chief investment officer for Domestic Fixed Income at TCW. Previously, Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was vice president and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research.

Marks graduated cum laude with a BSEc degree from the Wharton School at the University of Pennsylvania with a major in finance. He earned an MBA in accounting and marketing from the Booth School of Business at the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. He is a member of the Investment Committees of the Metropolitan Museum of Art and the Edmund J. Safra Foundation, a Trustee of the Metropolitan Museum, Chairman of the Board of Trustees of the Royal Drawing School, and Emeritus Trustee of the University of Pennsylvania. 

   

SPEAKERS

Baiera Gavin

Gavin Baiera
Head of Corporate Credit
Angelo, Gordon & Co.

Baiera joined Angelo, Gordon & Co. in 2008 and is a managing director and member of the firm’s executive committee. Previously he was the co-head of the strategic finance group at Morgan Stanley, responsible for all origination, underwriting and distribution of restructuring transactions. Prior to that, he worked at General Electric Capital Corporation concentrating on underwriting and investing in restructuring transactions. He began his career at GE Capital in its financial management program. Baiera has served on numerous boards including Vistra Energy, MACH Gen, Orbitz Worldwide and Travelport Worldwide. He holds a BA from Fairfield University and MBA from the University of Southern California.

   
Ballard Paul

Paul Ballard
CEO and Chief Investment Officer
Texas Treasury Safekeeping Trust Company  

Ballard is responsible for the overall operation of the Trust Company and its investment management activities. The Trust Company manages and oversees more than $50 billion in investment assets including the State Treasury Pool, short-term investments for various state agencies, two local government investment pools, 13 permanent long-term endowment portfolios totaling approximately $3.9 billion, the $2 billion State Water Implementation Fund for Texas and the wind-down of approximately $80 million in direct early stage venture investments. He previously was executive administrator and CIO of the Texas Permanent School Fund, and served as executive director of the Kansas City, Missouri, Public School Retirement System. He began his investment management career in 1982 managing fixed income investments. He holds a BS from the University of Kansas and a MBA from the University of Texas at Austin.

   
Barrett Tim Tim Barrett
Associate Vice Chancellor and Chief Investment Officer
Texas Tech University System

Barrett is responsible for managing the assets, investment strategy and implementation of the nearly $1 billion endowment at Texas Tech University System. He previously served as director of pension investments worldwide at Eastman Kodak, overseeing more than $16 billion in aggregate through approximately 77 plans globally. He began his career with San Bernardino County Employees’ Retirement Association where he worked his way up to become executive director and CIO. Barrett has restructured plans around the world within the three pillars of institutional investors: pension, corporate and endowment. He is co-author and winner of the Edward D. Baker III Award by the Investment Management Consultants Association for an article entitled “Dynamic Beta: Getting Paid to Manage Risk.” He is a member of the inaugural aiCIO Power 100 and has been awarded numerous awards for managing best-of-breed plans.

   
Bohnsack William Bill Bohnsack
President and Senior Partner
Oak Hill Advisors LP

Bohnsack joined Oak Hill Advisors, an alternative investment firm with $30 billion of capital under management specializing in performing and distressed credit strategies, in 1993. He is involved in all phases of development for the firm and has served across both investment and non-investment roles. He chairs or serves on various firm committees including risk management, investment strategy, valuation, counterparty and ESG committees. He has represented Oak Hill Advisors as a lead participant on numerous creditor committees. Bohnsack previously worked at Prudential Capital and Keystone Group as an investor in both the private and public credit markets. He currently serves on the Board of Trustees of the Darien Land Trust. He holds an MBA from Kellogg Graduate School of Management at Northwestern University and BS from St. Lawrence University.

   
Cooley Caroline Caroline Cooley
Partner and Chief Investment Officer

Crestline Investors Inc.

Cooley is chief investment officer of Crestline’s Hedge Fund Solutions business and leads the oversight committee for Crestline Summit Equity Alpha fund. She also serves on the firm’s Investment and executive committees. She has more than 33 years of experience in the alternative investment industry as a portfolio manager, risk manager and trader. She previously was a derivatives trader and risk manager with Taylor and Company. She began her career at Manufacturers Hanover Trust Company (later merged into JP Morgan) in New York and Chicago after receiving her B.A. in economics from The College of William and Mary. 

   
Heflin Daniel Dan Heflin
CEO and Co-CIO
Torchlight Investors

Heflin founded Torchlight Investors in 1995. Torchlight has acquired more than $20 billion in commercial real estate debt investments and currently manages more than $4.5 billion in capital. Torchlight has sponsored nine investment funds for institutional clients in opportunistic, value-add and hedge fund strategies for institutional investors, including public and corporate pension funds, endowments and foundations, and sovereign wealth funds. Heflin has 29 years of fixed income and real estate experience. He has held positions at Ocwen Financial Corporation, Credit Suisse and Arthur Andersen LLP. A CPA, he holds a BBA from TCU and a master’s degree from the London School of Economics and Political Science.

   
Koenigsberger Robert Robert Koenigsberger
Managing Partner and Chief Investment Officer
Gramercy Funds Management

Koenigsberger founded Gramercy in 1998 to make it a global, institutional investment management firm focused on emerging markets. He has 29 years of investment experience dedicated to emerging markets with a specialization in distressed opportunistic credit strategies. Prior to founding Gramercy, he held leadership roles at Lehman Brothers; Merrill Lynch, Pierce, Fenner & Smith; and CR-P Associates. He is on the Board of Trustees for the Millbrook School, serves as chair of the investment committee for the Millbrook School Endowment and is a member of the President's Advisory Council at Elon University. He holds an MBA in Finance from Wharton, MA in International Studies from the University of Pennsylvania and BA in Latin American Political Science and History of Latin America with a minor in Economics from the University of California-San Diego.

   
OConnor Patrick Patrick O’Connor
Senior Vice President and Chief Investment Officer
Cook Children’s HealthCare System

O’Connor oversees more than $2 billion in total assets at Cook Children’s HealthCare System. He and his team manage the hospital system’s assets including the foundation and operating capital. Previously he was chief investment officer for the University of Arizona, managing the endowment and operating capital, and an investment manager and research analyst for M&I Portfolio Services in Las Vegas, where he helped oversee approximately $13 billion in assets. He has been honored with numerous awards, including Rising Stars of Foundations & Endowments, Institutional Investor’s Endowment/Foundation of the Year, Innovator of the Year and Health Care System (endowment/foundation management) of the Year. He serves on the board of Communities Foundation of Texas, Capital for Kids and the YMCA of Metropolitan Fort Worth Endowment. He holds a bachelor’s degree from the University of New Mexico and completed post-graduate courses at London Business School and the University of Arizona.

   
Tananbaum Steven Steve Tananbaum
Founding Partner, Chief Investment Officer, Executive Committee Member
GoldenTree Asset Management

A veteran of the credit markets with more than 25 years of investing experience, Tananbaum founded GoldenTree in 2000 and was instrumental in building the firm into an organization that is highly regarded for its investment process and partnership culture. He oversees GoldenTree’s investments across all fund offerings, chairs the executive committee and is a member of the risk committee. Prior to forming GoldenTree, Tananbaum spent over a decade at MacKay Shields as head of its high yield group. He also founded and served as lead portfolio manager of the firm’s hedge fund business. He previously worked on high yield and merger and acquisition transactions in the corporate finance department of Kidder, Peabody & Co. He holds a BA in economics from Vassar College and serves on the board of Vassar Endowment. He is a CFA charterholder and member of the Council on Foreign Relations.