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Attendees as of November 9, 2018 Company/System Name Full Name 400 Capital Mgmt. Kevin McAdams AB Liz Smith Timothy Strakosch Abbey Capital Limited Aodhagan Hurley Abbott Capital Mgmt. Sean Long Charles Van Horne Aberdeen Standard Investments Daniel Porter Peter Schmole Abraham, Fruchter & Twersky, LLP Atara Hirsch ABS Investment Mgmt. Celina Rodriguez ACA Compliance Group Shivani Choudhary Acadian Asset Mgmt., LLC Andrew Miller Geoff Skillings Actor & Political Satirist Ben Stein Acuitas Investments LLC Douglas Porter Chris Tessin Adams Street Partners LLC Michelle Gandhi Aegon Asset Mgmt. T.F. Meagher Aether Investment Partners, LLC David Rhoades AEW Capital Mgmt., L.P. Candida Hoeberichts Aksia LLC Rebecca Levy Matthew Mullarkey Alameda County Keith Carson Sandra Duenas Kathy Foster Tarrell Gamble Jaime Godfrey Harsh Jadhav

Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

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Page 1: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Attendees as of November 9, 2018

Company/System Name Full Name

400 Capital Mgmt. Kevin McAdams

AB Liz Smith

Timothy Strakosch

Abbey Capital Limited Aodhagan Hurley

Abbott Capital Mgmt. Sean Long

Charles Van Horne

Aberdeen Standard Investments Daniel Porter

Peter Schmole

Abraham, Fruchter & Twersky, LLP Atara Hirsch

ABS Investment Mgmt. Celina Rodriguez

ACA Compliance Group Shivani Choudhary

Acadian Asset Mgmt., LLC Andrew Miller

Geoff Skillings

Actor & Political Satirist Ben Stein

Acuitas Investments LLC Douglas Porter

Chris Tessin

Adams Street Partners LLC Michelle Gandhi

Aegon Asset Mgmt. T.F. Meagher

Aether Investment Partners, LLC David Rhoades

AEW Capital Mgmt., L.P. Candida Hoeberichts

Aksia LLC Rebecca Levy

Matthew Mullarkey

Alameda County Keith Carson

Sandra Duenas

Kathy Foster

Tarrell Gamble

Jaime Godfrey

Harsh Jadhav

Page 2: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Attendees as of November 9, 2018

County/Company Full Name

Alameda County Liz Koppenhaver

Henry Levy

Marguerite Malloy

Kathy Mount

David Nelsen

Nancy Reilly

Lori Schnall

Darryl Walker

Alcentra NY LLC Scott Hamilton

Algert Global LLC Scott Draper

Michael Wolpert

Allianz Global Investors Joel Damon

Satya Kumar

Amanda Montgomery

American Realty Advisors Scott Beltz

Troy Jenkins

Amundi Pioneer Asset Mgmt. John Black

AndCo Consulting Trevor Jackson

Angelo, Gordon & Co. Sharone BenEzra

Colleen Casey

Aon Hewitt Investment Consulting Kristen Doyle

Apollo Mgmt. Michael Holt

Zach Weiss

Apollo Mgmt.—Yield Scott Levine

Ardian Erin Odisio Jones

Aristotle Capital Mgmt. Konstantinos Stathopoulos

ASB Real Estate Investments Frank Nigro, Jr.

AXA Investment Managers John Flynn

Page 3: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Axonic Capital Peter Carey

Baillie Gifford International, LLC Liam Hoare

Helen Tarrant

Barclays Stefanie Frese

Barings John Humphreys

Kevin Ryan

Baron Capital Mgmt., Inc. Jennifer Lenker Nigro

Barrow, Hanley, MeWhinney & Strauss, LLC Bill Braxton

Beach Point Capital Mgmt. Mike Carter

Jim Maloney

Belpointe Martin Lacoff

Cody Laidlaw

Bentall Kennedy Kate Bollinger

Reagan Pratt

Berman Tabacco Nicole Lavallee

Kevin Shelley

Bernstein Litowitz Berger & Grossmann, LLP Anthony Gelderman

David Stickney

Bivium Capital Partners, LLC Doug Palenchar

BlackRock Financial Mgmt., Inc. Joe Hernandez

Cary Kriegsman

Bleichmar Fonti & Auld LLP Javier Bleichmar

Erin Woods

BMO Asset Mgmt. Kamila Kowalke

BNP Paribas Asset Mgmt. Tamara Jackson

BNY Mellon Asset Mgmt. North America Daniel McCormack

BNY Mellon Asset Servicing Yolanda Diaz

Attendees as of November 9, 2018

Page 4: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Attendees as of November 9, 2018

Company/System Name Full Name

Boston Partners Global Investors, Inc. Carolyn Margiotti

Brandywine Global Investment Mgmt. Gregory Zavoyna

Brevet Capital Mgmt. Matthew Lucas

Bridge Investment Group Partners Dean Allara

Bridgewater Associates, LP Pam Tholen

Brown Armstrong CPAs Neeraj Datta

Lindsey McGuire

BTG Pactual Timberland Investment Group James McBride

Calamos Investments Ken Sorenson

Ian Walker

Callan LLC Anne Heaphy

JJ Milder

CalSTRS Shifat Hasan

Debra Smith

Capital Dynamics Salvatore Ferrara

Capital Fund Mgmt. Elizabeth Colquitt

Gaurang Shah

Capstone Investment Advisors Igor Vishnevetsky

Carlson Capital, LP Erin Byrne

Carpenter & Company Arthur Hidalgo

Causeway Capital Mark Osterkamp

CBRE Global Investors Nick Rittenhouse

CBS Stations KNX 1070 Newsradio Frank Mottek

CenterSquare Investment Mgmt. Kerrisha Jenkins

Chartwell Investment Partners Eric Lareau

Page 5: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Attendees as of November 9, 2018

Company/System Name Full Name

Cheiron, Inc. Anne Harper

Graham Schmidt

ClearBridge Investments Terence Fennessy

Cliffwater LLC Kathleen Barchick

Cohen & Steers Capital Mgmt. Chris Henderson

Cohen, Milstein, Sellers & Toll, PLLC Richard Lorant

Christina Saler

Columbia Threadneedle Investments Gregory Spradling

Sonja Strzoda

Commonfund Ellen Blix

Contra Costa County Christina Dunn

Jerry Holcombe

Louie Kroll

Karen Levy

David McDonald

William Pigeon

Timothy Price

Gabe Rodrigues

Todd Smithey

Gail Strohl

Jerry Telles

Rusty Watts

Corrum Capital Mgmt. Gregory Casey

Courtland Partners, Ltd. Thomas Hester

CQS (US), LLC Hannah Turro

Crestline Investors, Inc. Sean Gannon

Frank Jordan

Cross Ocean Partners Sanford Ewing

Dalton, Greiner, Hartman, Maher & Co., LLC Michael Dunn

Page 6: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Attendees as of November 9, 2018

Company/System Name Full Name

David L. Bonuccelli & Associates, Inc. David Bonuccelli

Denali Advisors, LLC Kathryn Cicoletti

Casey Sines

DePrince, Race & Zollo, Inc. Erica Fox

Matt Williams

Dimensional Fund Advisors John Dashtara

Ted Simpson

Domain Capital Group, LLC Stephanie Hammond

Patrick Leardo

DoubleLine Capital Barbara Ziegler

DuPont Capital Mgmt. Jeffrey Fasino

William Perrone

DWS Laura Gaylord

Michael Keough

Eaton Vance Mgmt. Kristen Gaspar

Edelstein Gilbert Robson & Smith Mike Robson

Trent Smith

Edinburg Partners North America, Inc. Tom Dickson

EnTrustPermal Bill Norris

JJ Parma

Epoch Investment Partners, Inc. Keith Watson

Fairview Capital Partners, Inc. Lesley Nettles

Federated Investors Thomas Brown

Crystal Kwok

Fidelity Institutional Asset Mgmt. Arthur Greenwood

Kristin Shofner

First Quadrant, L.P. Brian Rowe

Page 7: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Fisher Investments, Inc. Chris Swany

Five Stone Green Capital Doug Lawrence

Foley & Lardner LLP Michael Calabrese

Thomas Hickey

Former Mayor of San Francisco Honorable Willie L. Brown, Jr.

FPA Multifamily, LLC Stanley Kim

Fresno County John Adams

Robert Dowell

Nathan Magsig

Stanley McDivitt

Patricia Montoya

Doris Rentschler

GAM Maggie Gresio

Anne Lundberg

GIA Partners, LLC Gloria Carlson

Global Evolution USA, LLC Caroline Hauser

Goldman Sachs Asset Mgmt. Todd Evans

Stephanie Ivy Sanford

Grant & Eisenhofer P.A. Stephanie Saccaro

Mark Weinberg

GW&K Investment Mgmt. Nancy Rimington

Hagens Berman Sobol Shapiro LLP Reed Kathrein

Hamilton Lane Michael Daly

Paul Yett

Hanson Bridgett LLP Judith Boyette

HarbourVest Partners, LLC Mark Radville

Harrison Street Real Estate Capital James Choi

Nick Hughes

Attendees as of November 9, 2018

Page 8: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Heitman LLC John Mancuso

ICG (Intermediate Capital Group) Chris Hawkins

Impax Asset Mgmt. Molly Ono

Imperial County Suzanne Bermudez

Thomas Garcia

Terry Huskey

Scott Jarvis

Norma Jauregui

Patricia Lizarraga

Luis Plancarte

David Prince

Regina Rodrigues

Karen Vogel

Insight Investment David Witthohn

Institutional Real Estate, Inc. Geoff Dohrmann

INTECH Nancy Holden

Invesco, Inc. Brad Gillman

Delia Roges

Invesco Real Estate Brooks Monroe

Max Swango

Iridian Asset Mgmt. Ed Riley

Ivy Investments Brian Sullivan

J.P. Morgan Asset Mgmt. Lara Clarke

Shawn Parris

J.P. Morgan Chase George Hausler

J.P. Morgan Real Estate Americas Rebekah Brown

James Evans & Associates Ltd. Sheree Johnson

Jamestown, L.P. Alix Rice

Attendees as of November 9, 2018

Page 9: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Janus Henderson Investors Richard Bagshaw

Jamison Gagnier

JLL Amanda Ly

Kaplan Fox Kilsheimer LLP Justin Farar

Kayak Investment Partners LLC Paul Schultz

Kayne Anderson Capital, Advisors, L.P. Eileen Mancera

Cade McNown

KBI Global Investors Geoff Blake

Simon Padley

Kennedy Wilson John Flynn

Kern County Dominic Brown

David Couch

Neil DeVera

Dustin Dodgin

Phil Franey

Karen Frieson

Brenda Greenwood

Matthew Henry

Marko Horvat

Bob Jefferson

Thad Kennedy

Rick Kratt

Sheryl Lawrence

Tina McCaffrey

Daryn Miller

Aimee Morton

Terri Peters

Jennifer Zahry

Kessler Topaz Meltzer & Check Jonathan Davidson

Kohlberg Kravis Roberts & Co. Dan McLaughlin

Kopernik Global Investors Timothy Fitzgerald

Attendees as of November 9, 2018

Page 10: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

LaSalle Investment Mgmt. Chadwick Cunningham

Lazard Alternative Investments Melissa Lombardi

Lazard Asset Mgmt. Tom Franzese

George Sands

Leadership Clearinghouse Dr. Jere Thrasher

Legato Capital Mgmt. Eric Pollack

LGT Capital Partners (USA) Inc. Brook Chang

Libremax Capital, LLC Emily Fritz

Lighthouse Partners Phillip Barkett

Linea Solutions, Inc. Peter Dewar

Bryce Haws

LM Capital Cheryl King

LMCG Investments, LLC Tom Capobianco

Loomis, Sayles & Co., L.P. Chad Gross

Stephanie Lord

Loop Capital Markets LLC Will Greene

Edward Rozell

Lord, Abbett & Co. Nick Johnston

Los Angeles City ERS Ronald Aubert

Michael Wilkinson

Los Angeles County Marvin Adams

Allison Barrett

David Bayha

Richard Bendall

Brittany Bonifactio

Francis Boyd

James Brekk

Derwin Brown

Attendees as of November 9, 2018

Page 11: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Attendees as of November 9, 2018

Company/System Name Full Name

Los Angeles County Bernie Buenaflor

Tamara Caldwell

Roxana Castillo

Annette Cleary

Allan Cochran

Leisha Collins

Eugenia Der

Louis Gittens

Vanessa Gonzalez

Vivian Gray

Michael Herrera

Robert Hill

Kimberly Hines

Theodore King

Robert Kinsler

Cheryl Lu

Russell Lurina

John Nogales

Arlene Owens

J.J. Popowich

Steve Rice

Gina Sanchez

Thomas Walsh

LRS Retirement Solutions John Katalinich

LRWL Inc. Ed Meyers

MacKay Shields, LLC Therese Hernandez

Macquarie Kevin Byrne

Macquire Investment Mgmt. Trevor Blum

Michelle Riffelmacher

Magnitude Capital Ha Le

Makena Capital Mgmt. Cara Eichenberger

Man Group Bridget LaCroix

Vincent Molinari

Page 12: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Attendees as of November 9, 2018

Company/System Name Full Name

Manulife Asset Mgmt. Scott Eversole

Maples Fund Services (Canada) Inc. James Perry

Nicholas Watson

Mar Vista Investment Partners Jon Foust

Martin Currie Andy Hahn

Medley Capital LLC Allyson Kaufman

Meketa Investment Group, Inc. Leandro Festino

Stephen McCourt

Mendocino County Kathryn Cavness

Shari Schapmire

Patrick Sullivan

Craig Walker

Merced County Alfonse Peterson

Mesa West Capital, LLC Jessica Hobbs

Mesirow Financial, Inc. David Gola

MetLife Investment Mgmt. Napoleon Stephenson

MFS Investment Mgmt. Ed Grant

Millennium Global Americas, LLC JoAnne Svensgaard

Milliman, Inc. Nick Collier

Mondrian Investment Partners Paul Ross

Morgan Creek Capital Mgmt. William Deuchler

Morgan Stanley Investment Mgmt. Andrea Mascarenhas

Rodrigo Soto

Morneau Shepell Elise Dallain

Jim Kelly

Morse Energy Capital Partners David Blanchard

Mount Lucas Mgmt., LP Doug Armstrong

Raymond Ix

Page 13: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Attendees as of November 9, 2018

Company/System Name Full Name

Napier Park Global Capital Nadja Marcoz

National Disability Evaluations Rick Albert

Stuart Pearson

Natixis Investment Managers Christopher Morris

Neuberger Berman Investment Advisers LLC Rahel Ayalew

Paul Sauer

New England Pension Consultants (NEPC) Sam Austin

Don Stracke

Allan Martin

New Mexico PERA Jackie Kohlasch

New York Life Real Estate Investors Mary Smendzuik

Newton Investment Mgmt. Ben Williams

Nikko Asset Mgmt. Lawrence Remstedt

Nile Capital Group LLC Melvin Lindsey

Northern Trust Asset Mgmt. Tamara Doi Beck

Sandy Sinor

NorthStar Financial Services Group, LLC Jon Reiners

Nossaman LLP Ashley Dunning

NXT Capital Linda Chaffin

OakBrook Investments, LLC Cara Krug

Oberweis Asset Mgmt. Brian Lee

Ocean Avenue Capital Partners, L.P. Jeffrey Ennis

Brad Williams

Och-Ziff Capital Mgmt. Group Andres Schumann

OFI Global Asset Mgmt. Tara Carbonneau

William Raynor

OGAM, Ltd. Jens Hofmann

Page 14: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Olson, Hagel & Fishburn, LLP Christopher Waddell

Orange County David Acuña

Mark Adviento

Russell Baldwin

Steve Delaney

Roger Hilton

David Kim

Suzanne Jenike

Dawn Matsuo

Nicole Mcintosh

Molly Murphy

Chris Prevatt

Gina Ratto

Brenda Shott

Jeremy Vallone

P/E Investments Bruce George

Ty Taylor

PAAMCO James Meehan

Paladin Realty Partners, LLC Evan Pickering

Pantheon Ventures (US) LP Iain Jones

Parametric Portfolio Associates Ben Lazarus

Daniel Ryan

Park Madison Partners Amy Cummings

Partners Group (USA), LLC Kyle Osborn

Pathway Capital Mgmt., LP Teri Noble

Pavilion Global Markets Michael Young

Payden & Rygel Brian Miller

Earl Parker

Penserra Securities LLC Steve Lowden

Pension Consulting Alliance, LLC Ethan Samson

David Sancewich

Attendees as of November 9, 2018

Page 15: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Perella Weinberg Partners Charlie Hannigan

PFM Asset Mgmt. Leslie Spencer

Tim Stidham

PGIM Real Estate Tom Raftery

Peter Taggart

PIMCO Sasha Talcott

PineBridge Investments Joseph Fague

Pinnacle Asset Mgmt. Jason M. Kellman

Principal Global Investors Gordon Froeb

Progress Investment Mgmt. Rosa Moreno

Putnam Investments Greg Lindsey

Anicia Mendez

QMA, A PGIM Company Sean Borella

Brad Zenz

Ramsey Jay Jr. & Associates, Inc. Ramsey Jay, Jr.

Raven Capital Mgmt. Anna Zawieja

RBC Global Asset Mgmt. Tom Heflin

Mike Poremba

Reed Smith LLP Harvey Leiderman

Retired Employees of San Diego County, Inc.

(RESDC)

Carlos Gonzalez

John McTighe

Mark Nanzer

Rice Hall James & Associates, LLC Michael Meoli

Robbins Geller Rudman & Dowd LLP Laura Stein

Rockefeller & Co. Michael Savva

Russell Investments Ellen Bilski

Doug Miller

Attendees as of November 9, 2018

Page 16: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

RVK, Inc. Marcia Beard

Ryan Labs Asset Mgmt. John Linder

Ryan Labs, Inc. Bradley Jacob

S&P Dow Jones Indices Jeffrey Harding

Sacramento County John Conneally

Steve Davis

John Gobel

John Kelly

Alan Matre

Calixtro Pearce

Kathy Regalia

Eric Stern

SACRS Parliamentarian Lance Kjeldgaard

SACRS Past President Casey Jones

Rich White

Sagitec Solutions LLC Diann Clift

Jeff Freeman

Salient Partners Blair Batson

Marcus Smith

San Bernardino County Jacob Abbott

Debby Cherney

Louis Fiorino

Barbara Hannah

Christa James

Amy McInerny

Joe Michael

Christie Porter

Janice Rutherford

Dawn Stafford

Mark Taylor

Neal Waner

Attendees as of November 9, 2018

Page 17: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

San Diego County Samantha Begovich

Bob Goodchild

Tim Hancock

Dan McAllister

Skip Murphy

San Diego County District Attorney’s Office Felipe Chee

San Diego County Sheriff’s Department Mark Varnau

San Joaquin County Nancy Calkins

Kathy Herman

Phonxay Keokham

Ray McCray

Katherine Miller

Jason Morrish

Johanna Shick

J.C. Weydert

San Mateo County Brenda Carlson

Michael Coultrip

Scott Hood

Susan Lee

Elizabeth LeNguyen

Santa Barbara County Gary Blair

Alan Blakeboro

Zandra Cholmondeley

Jennifer Christensen

Harry Hagen

Greg Levin

Pancho Occiano

Ted Sten

Ryan Sullivan

Frederick Tan

Michael Vidal

Scarsdale Capital Vijay Srinivasan

Attendees as of November 9, 2018

Page 18: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Schroders Sarah Browning

Allan Duckett

Seer Capital Mgmt. Andrew Peisch

Segal Consulting Andy Yeung

Sentinel Real Estate Corp. Jack Granahan

George Tietjen

Sonoma County James Failor

Michael Gossman

Kelly Jenkins

David Lantzer

Steve Marsh

Jackie Purter

Erick Roeser

Brian Williams

Julie Wyne

SSI Investment Mgmt., Inc. Karen Richardson

Stanislaus County Rhonda Biesemeier

Mandip Dhillon

Kellie Gomes

Dawn Lea

Michael O’Neal

Traci Robertson

Chris Wisdom

State Street Global Advisors Sonya Park

Michael Putica

State Street Global Services Tonya Cordray

Kerrie Lloyd

StepStone Group LP Brey Jones

Crystal Stokey

Stone Harbor Investment Partners, LP John Madden

Attendees as of November 9, 2018

Page 19: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Strategic Global Advisors, LLC John Dewey

Structure Capital Jillian Manus

Summit Global Investments David Roll

Sustainable Growth Advisers, LP Scott Ohm

Sweetwater Investments Dennis Gibb

Symphony Asset Mgmt. Ted Sheridan

T. Rowe Price Kenneth Brooks

Meredith Empie

TA Realty Douglas Engelman

Thomas Landry

Tegrit Michelle Palatas

The Badge of Honor Memorial Foundation TJ Deutz

The Capital Group Companies Michael Bowman

Vince Ortega

The Carlyle Group Ryan Buntain

Patrick Daley

The D.E. Shaw Group Letitia Yang

The London Company Paul Foster

Andrew Tuite

The TCW Group, Inc. Christopher Alders

Andrea Mack

The Townsend Group Jennifer Stevens

The Weiser Law Firm Terri Goldstone

The Yucaipa Companies Norice Rice

Thomson Reuters Patsy Doerr

Titan Advisors, LLC Marice Leo

Nick Weisser

Attendees as of November 9, 2018

Page 20: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Torchlight Investors Scott Barsky

Tortoise Capital Advisors Dan Olson

Larry Pokora

Tortoise Credit Strategies Tracy DeAndrea

TPG Andrew Tirbeni

Tulare County Patricia Crawford

Leanne Malison

John Mauro

Mike Watson

Peter Vander Poel

UBS Steve Mastrovich

UBS Asset Mgmt. (America), Inc. Renee McGrail

Tracey Monroe

UBS Realty Investors LLC Mia Dennis

Lisa Higa

Ullico Investment Advisors, Inc. Luke Howe

University of Montana Foundation Robert Harkins

VanEck Mark Hurrell

Patrick Lulley

Varagon Capital Partners Marina Greene

Ventura County Art Goulet

Wilbur Hoag

Chris Johnston

Lori Nemiroff

Mike Sedell

Linda Webb

Verus—Los Angeles Edward Hoffman

Michael Kamell

Scott Whalen

Attendees as of November 9, 2018

Page 21: Attendees as of November 9, 2018 - sacrs.org Fall Conference/SACRS... · DWS Laura Gaylord Michael Keough Eaton Vance Mgmt. Kristen Gaspar ... Lazard Asset Mgmt. Tom Franzese George

Company/System Name Full Name

Verus—San Francisco Margaret Jadallah

Jeffrey MacLean

Voya Investment Mgmt. Brant Grimes

Ryan Jusko

Walter Scott Margaret Foley

Washington Capital Mgmt., Inc. Brian Welch

Wellington Mgmt. Co. Shawna Ferguson

Akin Greville

Charles Ruch

Wells Fargo Asset Mgmt. Julie Barry

Alex Tanase

Welton Investment Partners, LLC Todd Matheny

Western Asset Mgmt. Co. Frances Coombes

Mark Friedrich

White Oak Global Advisors, LLC Gregory Barrett

Landy Pheloung

William Blair & Co. Wally Fikri

Vivian Lin Thurston

Williams, Adley & Company, LLP Robert Griffin

Wilshire Associates, Inc. Theodore Hermann

Wolf Haldenstein Adler Freeman & Herz LLP Malcolm Brown

WP Global Partners Inc. Eric Assouad

Yale Professor Vikram Mansharamani

Zais Group, LLC Christopher Mitrovich

Attendees as of November 9, 2018