Mr. Bass is the principal of Hayman Capital Management L.P. Hayman Capital Management, formed in December 2005, serves as the investment manager to private funds focused on global event-driven, residential mortgage-backed securities and asymmetrically priced “tail” opportunities. Previously, Mr. Bass co-managed private funds with strategies focused on sub-prime credit.
Mr. Bass is a member of the Board of Directors of The University of Texas Investment Management Co. (UTIMCO), which has aggregate assets of over $26 billion. Mr. Bass is a founding member of the Serengeti Asset Management Advisory Board and serves on the board of directors of the Troops First Foundation, Business Executives for National Security, and Texas Ranger Association Foundation. In addition, Mr. Bass is a member of the Advisory Council of the Comeback America Initiative, which is dedicated to promoting fiscal responsibility and sustainability. Mr. Bass has testified as an expert witness before the U.S. House of Representatives, U.S. Senate and Financial Crisis Inquiry Commission.
Prior to forming Hayman Capital Management, Mr. Bass worked as a Managing Director at Legg Mason, Inc. and a Senior Managing Director at Bear, Stearns & Co., Inc. Mr. Bass graduated with a Bachelor of Business Administration in Finance and Real Estate Finance from Texas Christian University in May 1992.
Mr. Bonnie is a Managing Director of Allen & Company, a position he has held since September of 2012. Previously, Mr. Bonnie was the co-founder and CEO of Whiskey Media LLC, a position he held from June 2007 until February 2012. Mr. Bonnie was a co-founder of CNET Networks, Inc. and was at CNET Networks, Inc. as both an executive and member of the board of directors from 1993 to 2006, including as Chief Executive Officer from March 2000 until October 2006. Prior to joining CNET Networks, Inc., Mr. Bonnie held positions at Tiger Management Corporation, a New York-based investment management firm and Morgan Stanley & Co. Inc. Mr. Bonnie received a B.S. in Commerce from the University of Virginia and an M.B.A. from Harvard Business School.
Mr. Bonnie also serves as a Director of RPX Corporation, Environmental Defense Fund and Hamlin School.
Joyce Chang is Managing Director and Head of Emerging Markets and Global Credit Research at JPMorgan. She also oversees the Global Index Research group. The 170 research analysts and economists in her groups are based in 12 countries and are responsible for coverage of developed and emerging markets countries and corporates, covering macroeconomic, FX, rates and sovereign and company forecasts as well as global index products.
Prior to joining JPMorgan, Joyce was a Managing Director at Merrill Lynch and Salomon Brothers. Ms. Chang has also worked for the United States Agency for International Development in the Philippines, Jordan and India. She has been the #1 ranked emerging markets sovereign strategist by Institutional Investor since 1998.
She is a member of the Council on Foreign Relations and the Inter-American Dialogue and serves on the Board of Directors of Trickle Up and Girls Inc.
She has been featured in various publications, including Newsweek, the Wall Street Journal, Crain's New York Business and was named one of the top 50 Outstanding Asian Americans in Business for 2010 by the Asian American Business Development Center.
She received her B.A. from Columbia and MPA from the Woodrow Wilson School at Princeton University.
Richard L. Chilton, Jr. is the founder, Chairman, CEO and Chief Investment Officer of Chilton Investment Company. Since founding Chilton Investment Company in 1992, Mr. Chilton has built a team of investment professionals focused on building wealth in favorable markets and preserving capital in declining markets. In addition, Mr. Chilton is the founder, Chairman and Chief Investment Officer of Chilton Trust Company, which in April 2012 was the first company in eight years to be awarded a trust charter in Florida. Chilton Investment Company, together with Chilton Trust Company and other affiliates, has investment advisory and fiduciary responsibilities for over $9 billion in assets. Under Mr. Chilton's leadership, Chilton Investment Company has developed a commitment to value-oriented, fundamental research and disciplined portfolio management and has grown into a multi-product platform including the Flagship fund managed by Mr. Chilton, as well as European Equities, Small Cap Equities, Global Natural Resources, Asian Equities, and a Multi-Strategy Fund.
Prior to forming Chilton Investment Company, Mr. Chilton was a managing director of Allen Value Incorporated and a vice president and equity portfolio manager at Alliance Capital Management Corporation. Mr. Chilton began his career in the Mergers and Acquisitions group at Merrill Lynch and Company.
Mr. Chilton is a trustee of The Metropolitan Museum of Art, a trustee of the Classic American Homes Preservation Trust, and a trustee emeritus of the Robin Hood Foundation, all located in New York.
Mr. Chilton is a former trustee of The Henry Francis du Pont Winterthur Museum, The Boys Club of New York, and from 1994 to 2002 he was a trustee and chairman of the Investment Committee for Historic Hudson Valley, a foundation focusing on historic preservation in the Hudson River Valley.
He is also chairman emeritus of Greenwich Academy, a day school for girls located in Greenwich, CT. He is also the founder and chairman emeritus of The Darien Foundation for Technology & Community which focuses on and provides grants for technology initiatives in schools, libraries and educational centers.
Mr. Chilton received his B.S. in Finance and Economics from Alfred University.
Mr. Crescenzi is an executive vice president, market strategist and portfolio manager in PIMCO's Newport Beach office. Prior to joining PIMCO in 2009, he was chief bond market strategist at Miller Tabak, where he worked for 23 years. Mr. Crescenzi has written five books, including his latest, "Beyond the Keynesian Endpoint," which was published in November 2011, and a complete revision to Marcia Stigum's "The Money Market." He regularly appears on CNBC and Bloomberg television and in financial news media. Mr. Crescenzi taught in the executive MBA program at Baruch College from 1999-2009. He has 29 years of investment experience and holds an MBA from St. John's University and an undergraduate degree from the City University of New York.
Henry Ellenbogen is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. He is portfolio manager of the New Horizons Fund and a member of the fund’s Investment Advisory Committee. He is also a vice president and Investment Advisory Committee member of the Media and Telecommunications Fund, Mid-Cap Growth Fund, Mid-Cap Value Fund, and Global Technology Fund. He is a vice president of T. Rowe Price International Funds, Inc. Henry started with T. Rowe Price in 2001 and from 2001 to 2009 he was an equity investment analyst covering media and telecommunication companies, and from 2004 to 2009 he was a portfolio manager of the Media and Telecommunications Fund. Prior to joining the firm, he served as chief of staff to U.S. Representative Peter Deutsch, a member of the Commerce Committee, which has jurisdiction over media and telecommunications. Henry also worked as a summer associate with Goldman Sachs as a member of the portfolio management team in the Risk Arbitrage Group and Investment Banking Division. He was a general partner of Crimson Investments, L.P. Henry graduated magna cum laude with an A.B. in history and science from Harvard College. He holds a J.D. from Harvard Law School and an M.B.A. from Harvard Business School where he was a Baker Scholar, and he was an adjunct professor at New York University Graduate School of Politics. Henry was awarded Best of the Buy Side by Institutional Investor for media from 2003 to 2007 and for technology in 2004.
Scott has spent his career using mathematics and information technology to build profitable businesses and products. He co-founded Advertising.com, built the world's leading performance-based digital advertising network and sold the company to AOL in 2004. With the goal of bringing the accountability of digital media to the expanding video space, he founded Videology in 2007. Since its launch, Videology has grown to become the greatest consumer reaching online video marketplace. The company's video advertising solutions platform is now used by some of the world's largest marketers and media agencies to connect brands with their targeted consumers.
Ned Hooper is currently a Partner with Centerview Capital leading the firm's technology growth and private equity investment practice. He serves on the Board of Directors for InfiniteZ, a start-up driving innovation in immersive, holographic platforms; the Board of Advisors for Think Big Analytics, a leader in big data consulting; and as a Trustee for the Darden Graduate School of Business at the University of Virginia.
Previously, Ned was Senior Vice President and Chief Strategy Officer at Cisco. He drove the development of Cisco's business vision and strategy to identify market transitions across customer segments and developed integrated strategies that leveraged all Cisco assets. He was a member of the Operating Committee and partnered closely with the Chief Operating Officer to tie strategy to operational excellence and to institutionalize a strategy discipline throughout the company. As part of this role, he was responsible for business development activities including acquisitions, equity investments, and the incubation of innovative technologies. Ned led over seventy-five acquisitions that played a key role in driving Cisco's growth strategy, resulting in revenue growth from $18B to over $46B over 10 years and earnings growth over 14%. Under Hooper's leadership, Cisco broadly expanded its global private investment strategy with a portfolio of investments spanning early stage technology innovation to mature go-to-market partners, resulting in strong strategic and financial returns.
Prior to joining Cisco, He was responsible for building and implementing a global distribution strategy for Lightspeed International, a start-up acquired by Cisco. He began his career in technology with MCI in Product Management.
Hooper holds a bachelor's degree from the University of Colorado and a master's degree in business administration from the Darden School of Business at the University of Virginia.
Lawrence Kochard is the Chief Executive Officer / Chief Investment Officer of UVIMCO. As Chief Executive Officer, Larry provides leadership for all aspects of UVIMCO's operations and serves as UVIMCO's primary representative to the University, related foundations and the public. As Chief Investment Officer, Larry is responsible for the investment management of UVIMCO's Long Term Pool, overseeing the asset allocation, portfolio management, risk management and manager selection activities of the investment staff.
Prior to joining UVIMCO, Larry served as Chief Investment Officer at Georgetown University. From 2001 to 2004, he was Managing Director of Equity and Hedge Fund Investments for the Virginia Retirement System. From 1997 to 2004, he taught in the McIntire School of Commerce at the University of Virginia, first as an adjunct and later full time as an assistant professor. Larry received his BA in Economics from the College of William & Mary, an MBA from the University of Rochester, and an MA and PhD in Economics from the University of Virginia. He is a CFA charter holder.
Joseph ("Jody") LaNasa is the Founder and Managing Partner of Serengeti Asset Management, a multi-strategy investment firm that focuses on making opportunistic investments in the debt and equity of public and private companies. Prior to launching Serengeti in 2007, Jody was at Goldman Sachs for nine-years (1997-2006), where he was elected a Managing Director in 2002 and a Partner in 2004. Jody headed the Multi-Strategy Investing Business ("MSI") within Goldman Sachs Americas' Special Situations Group. MSI was a multi-billion dollar proprietary investment business that focused on a broad range of opportunistic and fundamental value investments primarily in equity and debt securities, including derivatives and distressed debt.
Jody graduated with a J.D. magna cum laude from Harvard Law School in 1994 and a B.S.F.S. summa cum laude from Georgetown University's School of Foreign Service in 1991. Jody clerked for Judge Adrian G. Duplantier of the United States District Court for Eastern District of Louisiana (New Orleans) from 1994 - 1995. Jody then worked as an attorney at Wachtell Lipton Rosen & Katz from 1995 - 1997 in the creditors' rights and corporate departments.
Jody resides in Greenwich, Connecticut with his wife, Stephanie, and their two children, Ajax and Maxima. Jody serves on the Dean's Advisory Board for Harvard Law School and on the Board of Regents of Georgetown University.
Donald W. Lindsey joined The George Washington University in April 2003 as Chief Investment Officer responsible for management of the University’s $1.3 billion endowment. Prior to joining GW, he established the University of Toronto Asset Management Corporation (UTAM) in May 2000 and served as its first President and Chief Executive Officer. UTAM was established to manage the University of Toronto’s CAD$ 4.0 billion in endowment and pension assets. He began his investment career with the University of Virginia Investment Management Company in 1987, where he served initially as Investment Analyst and proceeded to become Assistant Director of Investments, Senior Investment Officer and Director. He has taught at The George Washington University School of Business and in the McIntire School of Commerce at the University of Virginia. He holds the CFA designation and has also taught CFA exam preparation and other courses in Croatia, Romania, Japan, South Africa, Italy, the United Kingdom, and Switzerland. He is a member of the Investment Advisory Committee of the Virginia Retirement System. Mr. Lindsey holds a BA in Political Science from Virginia Tech and an MBA from James Madison University and is currently enrolled in the Master of International Policy and Practice program at The Elliott School of International Affairs at The George Washington University.
Scott C. Malpass is vice president and chief investment officer at the University of Notre Dame, responsible for investment of the University's endowment, working capital, pension and life income assets of some $7.5 billion as of the fiscal year ended June 30, 2012. The Notre Dame Endowment is the 13th largest in American higher education and the largest at a Catholic university.
Having served as chief investment officer since 1989, Mr. Malpass works closely with the investment committee of the University's Board of Trustees in partnering with the most sophisticated investment management organizations throughout the world. The Notre Dame Endowment has achieved top tier investment performance over both short and long-term time periods.
Mr. Malpass is one of 12 leading chief investment officers profiled in the book Foundation and Endowment Investing: Philosophies and Strategies of Top Investors and Institutions, written by Lawrence E. Kochard and Cathleen M. Rittereiser and published by John Wiley and Sons in December 2007. Mr. Malpass was the recipient of the Large Endowment Manager of the Year award from Institutional Investor magazine in 2011.
In 2000, Mr. Malpass was the recipient of the James E. Armstrong Award given annually to an alumnus who is a current employee of Notre Dame and has rendered distinguished service to the University.
He is an honorary Monogram winner given by the Notre Dame Athletic Department, and in 2011 was selected as the Mendoza College of Business MBA Alumnus of the Year for his service to the business school in teaching innovative classes in Applied Investment Management and Global Portfolio Management.
Mr. Malpass is a 1984 Notre Dame graduate and received a master of business administration degree from the University in 1986. He returned in 1988 from the Wall Street firm, Irving Trust Company, and became chief investment officer the following year when the University's endowment stood at $425 million.
Mr. Malpass is a concurrent assistant professor of finance in the Mendoza College of Business at Notre Dame. In 1995, he helped develop the Applied Investment Management course in the College for outstanding students in finance that has received extensive interest from financial services firms throughout the country. Mr. Malpass is a director or advisory council member for several investment and charitable organizations. He serves on the investment advisory committee for Major League Baseball and for the Financial Industry Regulatory Authority (FINRA). In 2011, he was elected to the Board of Directors for TIFF (The Investment Fund for Foundations.) In 2012, he was elected to the Board of Directors for The Vanguard Group, Inc.
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm's adherence to its core investment philosophy, communicating closely with clients concerning products and strategies, and managing the firm. From 1985 until 1995, Mr. Marks led the 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, Mr. 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. Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in Finance and an M.B.A. in Accounting and Marketing from the Graduate School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder and a Chartered Investment Counselor.
D. Ellen Shuman has worked in the field of endowment management for more than 25 years, first at Yale University from 1984 to1998 and then at the Carnegie Corporation of New York from 1999 to 2011. She stepped down from her position as vice president and chief investment officer at the Carnegie Corporation in July 2011. In September 2013, she became the founder and managing partner of a new investment firm based in New Haven, Connecticut, that invests the endowments of mid-sized tax-exempt institutions.
She received the Institutional Investor Magazine Award for Excellence in Investment Management in 2006. Ms. Shuman was appointed a member of the Investors' Committee of the President's Working Group on Financial Markets in 2008, which issued a report in January 2009 on Principles and Practices for Hedge Fund Investors.
Ms. Shuman attended Bowdoin College, where she received a Bachelor of Arts in art history magna cum laude, and she served as a trustee from 1992 to 2013, including four years as vice chair. She attended the Yale School of Management where she received an M.P.P.M. She earned the CFA designation in 1992.
Mr. Trennert is the Managing Partner of Strategas and the Chairman and Chief Executive Officer of the Firm's broker-dealer subsidiary, Strategas Securities, LLC. Also the Firm's Chief Investment Strategist, Mr. Trennert has been ranked consistently by Institutional Investor magazine as one of the top Strategists on Wall Street and has been named to SmartMoney magazine's Power 30 list of the most influential people in the world of investing. He has earned a reputation as a keen market observer and for his regular, and often humorous, essays on investing.
Widely quoted in the domestic and foreign press, he is a regular guest host on CNBC's Squawk Box. He is the author of the popular investment book, New Markets, New Strategies, published in 2005 by McGraw Hill. Prior to founding Strategas, Mr. Trennert was the Chief Investment Strategist and a Senior Managing Director at International Strategy & Investment (ISI) Group where he built and oversaw two of that Firm's most popular research efforts, its Company Surveys and Investment Strategy groups. He has an MBA from The Wharton School at the University of Pennsylvania and BS in Inter- national Economics from Georgetown University.
Wil is the President and CEO of Quantum Energy Partners, which he co-founded in 1998. Quantum manages a family of energy-focused private equity funds, with more than $7 billion of capital under management. Wil also serves as Chairman of the firm's Executive and Investment Committees. In these capacities, he leads the firm's investment strategy and capital allocation process, working closely with the investment team to ensure its successful implementation and execution. Prior to co-founding Quantum, Wil co-founded Windrock Capital, Ltd., an energy investment banking firm specializing in raising private equity for and providing merger, acquisition and divestiture advice to private energy companies. Prior to Windrock, he worked in the energy investment banking groups of Kidder, Peabody & Co. and NationsBank. Wil has served as a board member and Treasurer of the Houston Producer's Forum and currently serves on the Finance Committee of the Independent Petroleum Association of America ("IPAA"). He holds a B.B.A. in Finance from Texas Christian University.
BP Capital LP was founded in 1997 and manages a family of funds focused on private equity, hedge funds and commodities. These investment vehicles manage third party institutional capital and have substantial investments from Mr. Pickens and the investment professionals at BP Capital.
Mr. Watzky is a Managing Partner of BP Capital Energy Advisors, LLC, the investment advisor to BP Natural Gas Opportunity Partners, L.P., and is responsible for co-managing the fund's investment activities, including deal sourcing, due diligence, structuring, transaction execution and setting strategy for the fund. Mr. Watzky is a member of the fund's Investment Committee. From 2002 through September 2012, Mr. Watzky was a Partner at MatlinPatterson, a private equity investment firm. From 1997 to 2002, Mr. Watzky was a Director at CSFB. Prior to CSFB, he was a Partner at the Serfimex Group in Mexico City. He began his career as a CPA at KPMG. He holds a BS in Accounting from the State University of New York- Albany.