iConnections Global Alternatives Virtual Conference

January 21 – 29, 2021

Capital Introductions, Reinvented.

Join us for the iConnections Global Alternatives Virtual Conference in January 2021!  Our flagship event features nine days of inspirational and thought-provoking content from leading experts in the investment industry, scientific community, technology and healthcare sectors.  The conference will consists of interactive webinars, 1:1 virtual meetings held directly on the platform, peer-to-peer networking, coffee chats and virtual cocktail hours.  The event calendar is open for the entire month of January for meetings and coffee chats.  Format: Virtual  Date: January 21 – 29, 2021    

Speakers

Ron Biscardi, Chief Executive Officer, iConnections

Jeff Aronson,  Co-Founder, Centerbridge, New York

Tom Bossert, Former Homeland Security & Counterterrorism Advisor, President, Trinity Cyber, National Security Analyst, ABC, Distinguished Fellow, Atlantic Council

Gary D. Cohn, Vice Chairman of IBM, Co-Chairman of Cohn-Robbins, Former Director of the National Economic Council, Chairman of the Board of Pallas Advisors, Member of multiple corporate, advisory and non-profit boards

Alifia Doriwala, Co-CIO of OCIO & Multi Asset Strategy, The Rock Creek Group

Karen Eifler, Vice President, Children’s Hospital of Philadelphia

Professor Stephen Emmott, Chief Executive Officer and Chief Scientist, Scientific

Susanne Gealy, Senior Director – Investments, CommonSpirit Health

Swati Gupta, DrPH, MPH, Head of Emerging Infectious Diseases and Scientific Strategy, IAVI

Stephen Hoge, M.D., President, Moderna

Amanda Hopper, Senior Director of Public Markets, UTIMCO

Stephanie Kelton, Author of a New York Times Bestseller The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy

Kishore Mahbubani, Distinguished Fellow, Asia Research Institute, National University of Singapore

John Micklethwait, Editor In-Chief, Bloomberg News

Rahul Moodgal, Partner, Parvus Asset Management & Member of the Advisory Board, iConnections

Cara Nakamura, Managing Director, Kamehameha Schools

Michael Novogratz, Founder, CEO and Chairman, Galaxy Digital

Marko Papic, Partner & Chief Strategist, Clocktower Group

Rich Pelt, Director, Regulatory Affairs Global CMC, Pharma Therapeutics (Vaccines), Pfizer Inc.

Silpa Pericherla, Managing Director Global Equities, The David and Lucile Packard Foundation

Dr. Gregory A. Poland, M.D., Director Vaccine Research Group, Mayo Clinic, Mary Lowell Leary Professor of Medicine & Editor-in-Chief for the journal Vaccine

Anthony Scaramucci, Founder & Co-Managing Partner, Skybridge Capital

Ted Seides, Founder & Podcast Host, Capital Allocators & Member of the Advisory Board, iConnections

Deb Shufrin, Deputy Chief Investment Officer, Brandeis University

Mark Steed, Chief Investment Officer, Arizona PSPRS Trust

Gillian Tett, Chair of the Editorial Board & Editor-At-Large, US of the Financial Times

David Thomas, Founder & Chief Investment Officer, Atalan Capital Partners

James M. Williams, Chief Investment Officer, The J. Paul Getty Trust

Peter Zeihan, Geopolitical Strategist & Author, The Accidental Superpower, The Absent Superpower & Disunited Nations:  The Scramble for Power in an Ungoverned World

For questions, please contact info@iconnections.io  
Platinum Sponsors
Gold Sponsors
Contributing Sponsors
Click here to download a PDF version of the agenda. Note: The schedule is subject to change, so please check back for updates.

 

The iConnections Global Alternatives Conference will be held virtually and streamed live on the iConnections platform.  Access is open to members only.  The platform is now open for scheduling one-on-one meetings.  Coffee chat scheduling begins early January.

 

Allocators

Open to all allocators focused on sourcing managers in alternative and mainstream markets including: Asset Managers, Banks, Consultants, Endowments and Foundations, Multi-Family Offices, Single Family Offices, Fund of Funds, Wealth Managers, Sovereign Wealth Funds and Pension Funds.   Allocator access is always complimentary.

We ask that allocators pledge meetings for the event.  You may pledge as many meetings as you like, but this is not a commitment.  You will have the opportunity to read detailed information on managers and only confirm the meetings that make sense for you.  We do however request allocators pledge at least 5 meetings. 

You’ll be able to connect with our network of fund managers as well as other allocators through virtual “coffee chats” and one-on-one video meetings.  Our coffee chat feature is a video forum where members can post topics they’d like to discuss and invite members of the community to join.  Host your own, or join others throughout the event.  Feel free to get as creative as you’d like with the topic!  

We’re pleased to offer white-glove service throughout the event, with an IR team available to help connect you to managers with relevant strategies, schedule meetings on your behalf, or to answer any questions you may have about the platform.  

Please feel free to contact Kay Rozynski or Kate Roberts at ir@iconnections.io with any questions.  

 

Managers

Open to private capital, long-only and hedge fund managers in alternative and mainstream markets.

You’ll be able to connect with our network of world-class allocators through virtual “coffee chats”, one-on-one video meetings, and cocktail hours.  Our coffee chat feature is a video forum where members can post topics they’d like to discuss and invite members of the community to join.  Host your own, or join others throughout the event.  Feel free to get as creative as you’d like with the topic!  Limit of 2 hosting opportunities per fund for the duration of the conference with invitations allowed to external guests  (Tip: invite an expert to join to encourage allocator participation!)

For any questions about the event, membership, or to learn more about our allocator audience, please contact Rob Tappero at funds@iconnections.io.

Speaker Biographies

 

Jeff Aronson
Co-Founder, Managing Principal, New York

Jeff co-founded Centerbridge Partners in October 2005 with Mark T. Gallogly. Jeff oversees the Firm’s investment activities and serves as a member of the Management Committee.

Jeff has been active in alternative investments, including credit, distressed strategies & special situations, private equity and real estate, for more than 30 years, and has been deeply involved in many U.S. and overseas restructurings. Prior to co-founding Centerbridge, Jeff was a Partner at Angelo, Gordon & Co., where he led that firm’s distressed securities and leveraged loan efforts. Before joining Angelo, Gordon & Co. in 1989, Jeff served as Senior Corporate Counsel at L.F. Rothschild & Co. He began his career as a securities attorney with the law firm of Stroock & Stroock & Lavan LLP.

Jeff is the former Chair and a current member of the Board of Trustees of Johns Hopkins University and also serves as a member of the Board of Trustees of Johns Hopkins Medicine and New York University School of Law.

Jeff received a B.A., with honors, from Johns Hopkins University and a J.D. from the New York University School of Law.

Ron Biscardi
Chief Executive Officer, iConnections

Ron Biscardi is the CEO and Co-Founder of iConnections. Ron has over 25 years of experience in the alternative investment industry, and has closed over 20 seed deals and deployed over $600 million in capital. His achievements include building the world’s largest capital introduction conference which takes place annually in Miami Beach. In April 2020, he founded iConnections, an online community for alternative investment professionals with philanthropy at its heart. Funds4Food, the first event organized by iConnections, raised $1.9 million for victims of the global pandemic. iConnections has hosted some of the largest events in the industry in partnership with AIMA and 100 Women in Finance.

Tom Bossert, Former Homeland Security & Counterterrorism Advisor, President, Trinity Cyber, National Security Analyst, ABC, Distinguished Fellow, Atlantic Council

Gary D. Cohn, Vice Chairman of IBM, Co-Chairman of Cohn-Robbins, Former Director of the National Economic Council, Chairman of the Board of Pallas Advisors, Member of multiple corporate, advisory and non-profit boards

Gary D. Cohn is Vice Chairman of IBM, working in partnership with IBM’s Executive Leadership Team on a wide range of business initiatives and external engagement, in areas including business development, client services, public advocacy and client relationship management.

Mr. Cohn is also Co-Chairman, with Clifton S. Robbins, of Cohn Robbins Holding Corp., a special-purpose acquisition company (SPAC). 

Mr. Cohn served as Assistant to the President for Economic Policy and Director of the National Economic Council from January 2017 until April 2018. As President Donald Trump’s chief economic advisor, Mr. Cohn managed the administration’s economic policy agenda and led the successful effort to grow the U.S. economy, create jobs and increase wages through tax and regulatory reform. 

Before serving in the White House, Mr. Cohn was President and Chief Operating Officer of The Goldman Sachs Group, Inc. from 2006-2016. He joined Goldman Sachs in 1990 and held a number of other leadership positions including the Global Co-Head of the Equities and Fixed Income, Currency and Commodities Division. He was a member of the firm’s Board of Directors and Chairman of the Firmwide Client and Business Standards Committee.

Mr. Cohn began his career at U.S. Steel before moving to New York to trade on the New York Commodities Exchange from 1982-1990.

Mr. Cohn invests across the cybersecurity, block chain infrastructure, regulatory technology and medical technology sectors. He serves on the corporate boards of Abyrx, Gro Intelligence, Indago, Nanopay and Starling and is the Chairman of the Board of Pallas Advisors. Additionally, Mr. Cohn serves on advisory boards for Hoyos Integrity and Spring Labs. He is a member of the Systemic Resolution Advisory Committee (SRAC) of the Federal Deposit Insurance Corporation (FDIC).

Mr. Cohn has long been dedicated to advancing healthcare and education. He is a member of the Board of Trustees of NYU Langone Health and serves as Chairman of the Advisory Board for the NYU Langone Orthopedic Hospital. He is also on the Board of Overseers of the NYU Tandon School of Engineering. In 2019 Mr. Cohn was a Visiting Fellow at the Harvard Kennedy School’s Institute of Politics.

Mr. Cohn lives in New York with his wife and three daughters. He grew up in Shaker Heights, Ohio, and received his undergraduate degree from American University in 1982.

Alifia Doriwala
Co-CIO Multi Asset Strategies, The Rock Creek Group

Ms. Doriwala is a Managing Director at RockCreek. Prior to her tenure with RockCreek, Ms. Doriwala was an Equity Arbitrage trader for the proprietary trading desk at Wolverine Trading, L.P., where she was responsible for analyzing, modeling, and trading equity spreads resulting from corporate transactions, including mergers and acquisitions, spin-offs and share classes. Before Wolverine Trading, she was an Investment Banking Analyst in Merrill Lynch’s Financial Sponsor Group, where she assessed the suitability of potential targets for private equity portfolio companies. Ms. Doriwala graduated from Georgetown University magna cum laude with a B.A. in Economics and English and has an MBA in Finance and Marketing from New York University’s Stern School of Business.

Karen Eifler, Vice President, Children’s Hospital of Philadelphia

Karen Eifler, Vice President, joined the Children’s Hospital of Philadelphia’s Investment Office in 2019. She is responsible for managing the public equity, fixed income, and hedge fund investments for the Hospital’s foundation. Prior to joining CHOP, Karen served as Director at the Office of Investments of the University of Pennsylvania, specializing in absolute return strategies. Karen began her career at JP Morgan where she held several roles across corporate and structured credit, both as a trader and risk manager.
Karen graduated from the Jerome Fisher Program in Management and Technology at the University of Pennsylvania where she earned both a BS from the Wharton School and a BAS from the School of Engineering and Applied Science. She is a CFA Charterholder.

Professor Stephen Emmott
CEO & Chief Scientist, Scientific

Stephen is founder, CEO and chief scientist of Scientific, a new kind of science + technology enterprise dedicated to creating radically different, previously-impossible, science-based solutions that transform our ability to solve the greatest challenges of our times. Solutions essential to human and planetary progress. 

Stephen was previously chief scientist and Head of Computational Science at Microsoft from 2003-2016.  He served as scientific advisor to the Chancellor of The Exchequer between 2005-2010 as well as a Trustee of the National Endowment for Science, Technology & the Arts. And has held positions as Professor of Biological Computation, University College London, and Professor of Computational Science, University of Oxford.  Stephen is a neuroscientist by training. 

Stephen is author of 10 Billion, a book about the climate, ecological, resource and geo-political impact of the increasing demand for energy, water, food land and resources of a human population of 10 Billion people.  Described by theFinancial Times as ‘immensely, distressingly powerful’, 10 Billion has become a manifesto for our times.

Susanne Gealy
Senior Director – Investments, CommonSpirit Health

Susanne Gealy is a Senior Director of the investments team at CommonSpirit Health (formerly Dignity Health) and is based in San Francisco. She leads the organization’s public equity and directional hedge fund investments. In 2019, Dignity Health and Catholic Health Initiative merged to form CommonSpirit Health, which is the largest not-for-profit health system in the US, dedicated to providing quality, compassionate health care. The organization has a $22 billion investment portfolio, allocated across the long term strategic operations, retirement benefits, endowment, and insurance pools of capital.
Prior to joining Dignity Health in 2018, Susanne spent 10 years at the Teacher Retirement System of Texas, in Austin, a $150 billion retirement plan. At TRS, she was responsible for the $26 billion external equity investment program comprising US, international, emerging markets, and global equity managers, and actively participated in the emerging manager program of newer, smaller and/or diversity oriented investment managers.
Before joining TRS, Susanne worked in New York at Investcorp, Lazard Asset Management, a family office, and Banc of America Securities. She began her career in finance at JP Morgan in equity derivatives. Prior to attending business school, Susanne worked in the field of structural engineering in San Francisco.
Susanne holds an M.B.A. from the University of Chicago’s Booth School of Business. She has a M.S. and B.S. in Engineering from the University of Texas at Austin.

 

Swati Gupta
Head of Emerging Infectious Diseases and Scientific Strategy, IAVI

Swati Gupta leads IAVI’s Emerging Infectious Disease product portfolio and the development of the organization’s overall scientific strategy.  She has a particular focus in leveraging IAVI’s recombinant vesicular stomatitis virus (rVSV) platform and expertise to expand product development efforts beyond HIV, including leading the vaccine development programs for other emerging infectious diseases such as Lassa Fever, Marburg and most recently SARS-CoV-2.

Previously, she was an Executive Director with Merck Vaccines, where she worked on the development of innovative partnership models to address cross-cutting issues related to vaccine science and technology. As part of this role, she worked with key external stakeholders to facilitate accelerated Ebola vaccine development efforts to enhance preparedness for the ongoing public health crisis and for potential future outbreaks.

From 2000 to 2014, Gupta was in the Department of Epidemiology at Merck Research Laboratories where she led a number international, prospective cohort studies in support of vaccine and infectious disease products in development, including research on diseases such as HIV, HPV, influenza, dengue, and C.difficile. From 1998 to 2000, Dr. Gupta worked as a scientist in HIV Surveillance at the Communicable Disease Surveillance Centre (British equivalent of the US CDC) in the UK. She has also worked at the Bureau of Tuberculosis Control at the New York City Department of Health.

Gupta holds a doctorate in epidemiology from the Johns Hopkins Bloomberg School of Public Health and a Master of Public Health infectious disease epidemiology from Yale University School of Medicine.

 

Stephen Hoge, President, Moderna, Inc.

As the President of Moderna, Stephen Hoge leads our platform R&D, therapeutic area research, and pre-clinical development efforts. He joined Moderna in late 2012 from McKinsey & Company where he was a partner in the healthcare practice. Prior to McKinsey, Dr. Hoge was a resident physician in New York City. He holds an M.D. with thesis from the University of California, San Francisco and a B.S. in neuroscience from Amherst College. Currently, Dr. Hoge also serves on the Board of Directors of Axcella Health, Inc., a private biotechnology company.

Amanda Hopper, Senior Director of Public Markets, UTIMCO

Amanda Hopper is currently a Senior Director of Public Markets Investments at the University of Texas / Texas A&M Investment Management Company (UTIMCO). She joined UTIMCO in 2008 and is responsible for investing and monitoring a portfolio of external managers focused predominantly on long-only and long-biased equity investments across the globe. In this role, Ms. Hopper and the Public Markets team are responsible for managing the public equity portfolio for the endowment and operating funds managed by UTIMCO. Beginning in 2020, Ms. Hopper is also a leader of UTIMCO’s Diversity & Inclusion employee council. Previously, she served in the private markets investment group for the Teacher Retirement System of Texas, and as an equity research associate on the health care team at William Blair & Company. Ms. Hopper began her career in litigation consulting at Navigant Consulting and LECG Corporation, focusing on financial, valuation, and economic analyses in connection with legal disputes. She received a BBA in finance and marketing from the University of Michigan, and an MBA with honors, with concentrations in finance, entrepreneurship, and strategic management, from the University of Chicago Booth School of Business.

Stephanie Kelton
Author of a New York Times Bestseller, The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy

Stephanie is a leading authority on Modern Monetary Theory, a new approach to economics that is taking the world by storm. She is considered one of the most important voices influencing the policy debate today.

Her New York Times bestseller, The Deficit Myth: Modern Monetary Theory and the Birth of the People’s Economy, shows how to break free of the flawed thinking that has hamstrung policymakers around the world.

In addition to her many academic publications, she has been a contributor at Bloomberg Opinion and has written for the Financial Times, The New York Times, The Los Angeles Times, U.S. News & World Reports, CNN, and many others.

Professor Kelton has worked in both academia and politics. She served as chief economist on the U.S. Senate Budget Committee (Democratic staff) in 2015 and as a senior economic adviser to Bernie Sanders’ 2016 and 2020 presidential campaigns. She is a Senior Fellow at the Schwartz Center for Economic Policy Analysis and a Professor of Economics and Public Policy at Stony Brook University. Stephanie has held Visiting Professorships at The New School for Social Research, the University of Ljubljana, and the University of Adelaide. POLITICO called her one of the 50 Most Influential Thinkers in 2016, Bloomberg listed her as one of the 50 people who defined 2019, Barron’s named her one of the 100 most influential women in finance in 2020, and Prospect Magazine listed her among the world’s top 50 thinkers in 2020. She was previously Chair of the Department of Economics at the University of Missouri, Kansas City.

Kishore Mahbubani
Distinguished Fellow, Asia Research Institute (ARI), National University of Singapore (NUS)

Singaporean civil servant, diplomat and academic. During his stint at the Ministry of Foreign Affairs from 1971 to 2004, he served as Singapore’s Permanent Representative to the United Nations and held the position of President of the United Nations Security Council between January 2001 and May 2002. Between 2004 and 2017, he served as Dean of the Lee Kuan Yew School of Public Policy at National University of Singapore. He is currently a Distinguished Fellow at the Asia Research Institute, National University of Singapore. He has written eight books about the rise of Asia, geopolitics and global governance. His latest book is Has China Won?: The Chinese Challenge to American Primacy.

John Micklethwait
Editor In-Chief, Bloomberg News

Editor-in-chief of Bloomberg News. He was previously the editor-in-chief of The Economist from 2006 to 2015 and was awarded a CBE in 2016 for services to journalism and economics. He has written six books with Adrian Wooldridge, the political editor of the Economist. Their new book is The Wake Up Call: Why the Pandemic Has Exposed the Weakness of the West – and How to Fix it. He is one of the world’s foremost authorities on globalisation — how it works and where it’s headed — and a leading proponent of its positive impact and potential.

Rahul Moodgal
Member of the Advisory Board, iConnections

Rahul Moodgal is a Member of the iConnections Advisory Board. He has 23 years of experience in finance. Today he works with managers around the globe building their businesses while serving as a Director of Parvus Asset Management and an Independent Fund Director for the Cederberg Greater China Funds. He was previously the Head of Investor Relations and Business Development for Chris Hohn’s TCI Platform. He has raised more than $80bn for asset management, hedge fund and start-up firms during his career. He was previously an academic and studied in the UK, the USA, Russia and Japan. Rahul holds numerous trustee and patron roles for various UK charities.

Cara Nakamura
Managing Director, Kamehameha Schools

Cara Nakamura serves as a Managing Director of the Financial Assets Division of the Kamehameha Schools, which represents a $12 billion globally diversified endowment. Prior to joining Kamehameha in 2016, Cara spent over a decade investing for Princeton University (the Princeton University Investment Company), focusing largely on the construction and growth of the endowment’s $6 billion+ private equity/venture capital portfolio. Cara also served as a consultant to the Brandeis University endowment team for one year. Other earlier professional roles included economic research at The Andrew W. Mellon Foundation and a Fulbright Scholarship in Kyoto, Japan. Born and raised on Oahu, Hawaii, Cara earned an A.B. with honors in Economics and Certificates in both East Asian Studies and Japanese Language from Princeton University, and an M.B.A. in Finance from The Wharton School of the University of Pennsylvania. Cara, her husband, and two children reside in Honolulu, Hawaii.

Michael Novogratz, Founder, CEO and Chairman, Galaxy Digital

Michael Novogratz is the Founder, CEO, and Chairman of Galaxy Digital. He was formerly a Partner and President of Fortress Investment Group LLC, which took the company public in 2007. Prior to Fortress, Mr. Novogratz spent 11 years at Goldman Sachs, where he was elected Partner in 1998. Among the positions that he held at Goldman were president of Goldman Sachs Latin America and the head of fixed income, currencies and commodities risk in Asia Mr. Novogratz served on the New York Federal Reserve’s Investment Advisory Committee on Financial Markets from 2012 – 2015.

Marko Papic
Partner & Chief Strategist, Clocktower Group

Marko is a Partner and Chief Strategist at Clocktower Group, an alternative investment asset management firm based in Santa Monica, California. He leads the firm’s Strategy Team, providing bespoke research to clients and partners on geopolitics, macroeconomics, and markets.

Prior to joining the firm, Marko founded BCA Research’s Geopolitical Strategy practice (GPS) in 2012, the financial industry’s first dedicated political analysis investment strategy. The GPS service generated geopolitical alpha by identifying gaps between the market’s political expectations and the firm’s forecasts. Marko was a Senior Vice President and the firm’s Chief Geopolitical Strategist.

Marko began his career as a Senior Analyst at Stratfor, a global intelligence agency where he contributed to the firm’s global geopolitical strategy as well as its analyst recruitment and training program. In his academic work, he helped create the Center for European Union Studies at the University of Texas at Austin. Marko holds an MA in Political Science from the University of Texas at Austin and an MA from the University of British Columbia.

He is the author of Geopolitical Alpha: An Investment Framework for Predicting the Future, a book that introduces his constraints-based framework to investors.

Rich Pelt
Director, Regulatory Affairs Global CMC, Pharma Therapeutics (Vaccines), Pfizer Inc.

Rich received a B.S. degree in Chemical Engineering from NC State University, after which, he accepted a position at Radian International as a chemical engineer. He then worked at both GSK and PDL Biopharma, holding positions in Regulatory CMC. In 2005, Rich joined Wyeth/Pfizer and has had several positions of increasing responsibility within Vaccine CMC Regulatory Affairs. Prior to the Staphylococcus aureus and RSV vaccine programs, Rich was the lead for the coral snake antivenin program and was instrumental in successfully maintaining market supply, including the restart of manufacturing. Rich was also one of the GCMC leads for the Prevnar 13 Vaccine global market submissions and approvals.

Silpa Pericherla
Managing Director of Global Equities, The David and Lucile Packard Foundation

Silpa Pericherla serves as Managing Director, focusing on Global Equities, both public and private. Prior to joining the Foundation in February 2010, she was on the direct investing side with positions at Seneca Capital, R6 Capital, and the Carlyle Group. Silpa holds a B.A. from Yale University and is a CFA charter holder.

Dr. Gregory A. Poland
Director Vaccine Research Group, Mayo Clinic & Editor-in-Chief for the journal Vaccine

Gregory A. Poland, M.D., is the director of Mayo Clinic’s Vaccine Research Group — a state-of-the-art research group and laboratory that seeks to understand genetic drivers of viral vaccine response and application of systems biology approaches to the generation of immunity, as well as the development of novel vaccines important to public health. The Poland lab has developed the field of viral vaccine immunogenetics, the immune response network theory, and the field of vaccinomics and adversomics.

Dr. Poland holds the academic rank of professor of medicine and infectious diseases and molecular pharmacology and experimental therapeutics. He also serves as the president of the Edward Jenner Vaccine Society and is the Editor-in-Chief for the journal Vaccine.

Dr. Poland has chaired or been a member of every Federal committee involved in vaccine decision-making, including the NVAC, VRBAC, and the ACIP. Dr. Poland advocated for and successfully persuaded the CDC to recommend annual influenza vaccine for all Americans age 6 months and older, and was the initial and primary advocate for requiring influenza immunization for all health care providers. Dr. Poland was the 2013 recipient of the Mayo Distinguished Investigator award by the Mayo Board of Trustees, and the 2012 recipient of the Mayo Clinic Department of Medicine Lifetime Research Achievement Award. In 2012, Dr. Poland was named in the top 25 list of vaccine influencers in the world. In February 2013, he was nominated for membership in the Institute of Medicine (IOM). In addition, he recently received an NIH MERIT Award, an honor accorded to less than 5% of the nation’s NIH-funded investigators. Dr. Poland was awarded the Secretary of Defense Award for Excellence in December 2008. In 2008, he was named a Master of the American College of Physicians. Dr. Poland received the Hsu prize in International Infectious Disease Epidemiology in 2007, and the Charles Merieux Lifetime Achievement Award in Vaccinology from the National Foundation for Infectious Diseases in May 2006. In December 2006, Dr. Poland was elected President of the Defense Health Board, serving two terms. In 2005 he was awarded an honorary Doctor of Humane Letters by Illinois Wesleyan University, his alma mater. He was appointed as the Mary Lowell Leary Professor in Medicine (the highest academic distinction for a faculty member) by Mayo Clinic’s Board of Trustees in 2004. In May 2003, he was awarded the Secretary of Defense Medal for Outstanding Public Service. Dr. Poland served on the Infectious Diseases Society of America (IDSA) Taskforce on Pandemic Influenza, and currently chairs the American College of Physician’s Adult Immunization Advisory Board. Dr. Poland received the inaugural Gold Medal from the Spanish Vaccinology Society in 2001. He is the immediate past president of the Department of Defense’s Defense Health Board and the Armed Forces Epidemiological Board.

Dr. Poland received his medical degree from the Southern Illinois University School of Medicine in Springfield, Illinois, and completed his residency and advanced post-graduate work at the University of Minnesota/Abbott-Northwestern Hospital, Minneapolis, MN. He has published over 500 professional papers, book chapters, and editorials. He is actively and regularly sought after by both scientific and lay print, TV, and radio media for his views on vaccine policy. Dr. Poland is a popular conference and seminar speaker on the topics of vaccines, scientific literacy, vaccine hesitancy, scientific writing and publication, and biodefense.

Anthony Scaramucci
Founder & Managing Director, Skybridge Capital

Anthony Scaramucci is Founder and Co-Managing Partner of SkyBridge focusing on marketing and business development. Prior to founding SkyBridge in 2005, Mr. Scaramucci co-founded investment partnership Oscar Capital Management, which was sold to Neuberger Berman, LLC in 2001. Earlier, he was a vice president in Private Wealth Management at Goldman Sachs & Co.In 2016, Mr. Scaramucci was ranked #85 in Worth Magazine’s Power 100: The 100 Most Powerful People in Global Finance. In 2011, he received Ernst & Young’s “Entrepreneur of the Year – New York” Award in the Financial Services category. Anthony is a member of the Council on Foreign Relations (CFR), vice chair of the Kennedy Center Corporate Fund Board, a board member of both The Brain Tumor Foundation and Business Executives for National Security (BENS), and a Trustee of the United States Olympic & Paralympic Foundation. He was a member of the New York City Financial Services Advisory Committee from 2007 to 2012. He is the author of three books: The Little Book of Hedge Funds, Goodbye Gordon Gekko, and Hopping Over the Rabbit Hole, a 2016 Wall Street Journal best seller. In November 2016, Mr. Scaramucci was named to President-Elect Trump’s 16-person Presidential Transition Team Executive Committee. In June 2017, he was named the Chief Strategy Officer of the Export-Import (EXIM) Bank. He served as the White House Communications Director for a period in July 2017. Mr. Scaramucci received a B.A. in Economics from Tufts University and a J.D. from Harvard Law School.

Ted Seides
Founder & Podcast Host, Capital Allocators

Ted Seides, CFA is the Founder of Capital Allocators LLC, which he created in 2016 to explore best practices in the asset management industry from the perspective of asset owners, asset managers, and other relevant players. He hosts the Capital Allocators podcast and serves as an advisor allocators and asset managers. Previously, Ted was a founder and served as President and Co-Chief Investment Officer of Protégé Partners, LLC, where he spent 14 years at a leading multi-billion-dollar alternative investment firm that invested in and seeded hedge funds. Ted began his career in 1992 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed income portfolio management. Following business school, he spent two years investing directly at two of Yale’s managers.

Deb Shufrin
Deputy Chief Investment Officer, Brandeis University

Deb Shufrin joined the Office of Investment Management in 2011. She is responsible for sourcing, evaluating, and monitoring investments on behalf of the university’s endowment.

Deb has a background in both investment analysis and economic development. She previously served as a director and mezzanine analyst at Hancock Capital Management, vice president and equity analyst at MFS Investment Management, and credit analyst at Morgan Stanley.

Immediately prior to joining Brandeis, Deb served as senior vice president of programs at The Initiative for a Competitive Inner City, an economic development research organization founded by Harvard Business School Professor Michael Porter to drive private sector investment into businesses in distressed urban areas. Deb also served as a member of Massachusetts Governor Mitt Romney’s cabinet in economic development where she led several agencies responsible for business development, small business and entrepreneurship, women and minority-owned business assistance, travel and tourism, and international trade for the Commonwealth of Massachusetts.

Deb has served on numerous boards including the Massachusetts Technology Development Corporation (now Mass Ventures), the Massachusetts Community Development Finance Corporation, and the Brandeis University Alumni Association. She currently serves on the board and cochairs the investment committee of The International Institute of New England, a nonprofit organization that provides resettlement and educational services to refugees and immigrants.

Deb graduated summa cum laude with a BA in economics from Brandeis University and has an MBA from The Wharton School.

Mark Steed
Chief Investment Officer, Arizona PSPRS Trust

Mark Steed is the Chief Investment Officer for PSPRS, Arizona’s pension plan for first responders. Over the last 10 years at Arizona Mark has managed Private Equity, Venture Capital, Absolute Return, Opportunistic Credit, Public Equity, Global Trading Strategies and Real Estate portfolios. His creative approach and notable performance across disparate asset classes won him recognition as a “Rising Star” by Money Management Magazine and, later, “Asset Allocator of the Year” by Institutional Investor. Mark also served a four-year stint as a forecaster for the distinguished Good Judgment Project, led by Dr. Phil Tetlock at UPenn, and published the first guest-post on the popular decision science blog Farnam Street. Prior to Arizona PSPRS, Mark worked in Banking at JPMorgan Chase.

Mark graduated with a Masters of Science degree in Predictive Analytics from Northwestern University. He also has an MBA from Thunderbird’s School of Global Management (Jost Henkel Scholar) and received his BA (with honors from Sigma Iota Rho) in Latin American Studies and Business Management from Brigham Young University.

Gillian Tett
Chair Of Editorial Board & Editor-At-Large, US of the Financial Times

Chair of the editorial board and US editor-at-large of the Financial Times. She writes weekly columns, covering a range of economic, financial, political and social issues. In 2014, she was named Columnist of the Year in the British Press Awards and was the first recipient of the Royal Anthropological Institute Marsh Award. In June 2009 her book Fool’s Gold won Financial Book of the Year at the inaugural Spear’s Book Awards. Tett’s past roles at the FT have included US managing editor, assistant editor, capital markets editor, deputy editor of the Lex column, Tokyo bureau chief, and a reporter in Russia and Brussels.

David Thomas, Founder & Chief Investment Officer, Atalan Capital Partners

David Thomas is the Founder and Chief Investment Officer of Atalan Capital Partners. David’s 20 years of investment experience spans multiple sectors, geographies, and asset classes (including equity long/short, credit, distressed, private equity, and commodities). Prior to founding Atalan, David was an Investment Analyst with Soroban Capital Partners, an equity long/short hedge fund. Before joining Soroban, he was a Partner and Sector Head with Highside Capital Management, an equity long/short hedge fund. Prior to Highside, David was a Portfolio Manager with Perry Capital, a global multi-strategy hedge fund. David began his career in private equity investing with The Beacon Group and J.P. Morgan Partners and in investment banking with J.P. Morgan Securities. David received his MBA from Stanford University’s Graduate School of Business where he was an Arjay Miller scholar and his BA summa cum laude from Duke University where he dual majored in Economics and International Studies.

Jim Williams
Chief Investment Officer, The J. Paul Getty Trust

Jim has been the Chief Investment Officer of the J. Paul Getty Trust since December 2002. Prior to this position, Jim spent 3 years as the President of Harbor Capital Advisors and President of the Harbor family of mutual funds. Prior to joining Harbor, he was manager of the Pension Asset Management department of Ford Motor Company.

Jim serves on the boards of trustees for Ariel mutual funds and for SEI mutual funds. And Jim is on the board of the Toigo foundation, which promotes opportunities for minorities in the financial services industry.

Jim has a BS in engineering from the University of Michigan and an MBA in finance from the University of Chicago.

Peter Zeihan
Geopolitical Strategist & Author of The Absent Superpower and The Accidental Superpower

Peter Zeihan is a geopolitical strategist, which is a fancy way of saying he helps people understand how the world works. Peter combines an expert understanding of demography, economics, energy, politics, technology, and security to help clients best prepare for an uncertain future.

Over the course of his career, Peter has worked for the US State Department in Australia, the DC think tank community, and helped develop the analytical models for Stratfor, one of the world’s premier private intelligence companies. Peter founded his own firm — Zeihan on Geopolitics — in 2012 in order to provide a select group of clients with direct, custom analytical products. Today those clients represent a vast array of sectors including energy majors, financial institutions, business associations, agricultural interests, universities and the U.S. military.

With a keen eye toward what will drive tomorrow’s headlines, his irreverent approach transforms topics that are normally dense and heavy into accessible, relevant takeaways for audiences of all types.

Peter is a critically-acclaimed author whose first two books — The Accidental Superpower and The Absent Superpower — have been recommended by Mitt Romney, Fareed Zakaria and Ian Bremmer. His latest third title, Disunited Nations: The Scramble for Power in an Ungoverned World became available in March 2020.

 

Registration

 

When will the platform open for scheduling one-on-one meetings?

The iConnections platform is currently open for scheduling.

 

Who can attend the event?

This event is open to iConnections members only.  By registering for the event, you will be able to access the platform immediately upon approval and continue your access after the event.

 

What is the cost of membership?

Allocator registration is complimentary.  Fund manager cost is based on firm AUM.  Please reach out to rob@iconnections.io for details on pricing.

 

What if I only want to attend the event?

We do not offer event-only access at this time.  Allocators can opt to hide their profiles from being visible in searches as well as silence their notifications if they are not currently sourcing managers.  Allocators can also opt-out at any time.

 

What is included in membership?

iConnections members benefit from year-round access to a dynamic and active community of world-class allocators and fund managers.  Members receive complimentary access to all iConnections events as well as reduced fees or pro-bono access to partner events.  Meetings can be arranged throughout the year. Our coffee chat forum, curated content and points-based reward system creates an engaging community throughout the year.  Physical events will begin in January 2022.  

 

Is there a mobile app?

 Currently, there is not an application available, but the iConnections platform is expecting to add one soon.

 

Am I able to access a list of event participants before registering? If not, when will it be available?

We do not plan on publishing a participant list.  Once access has been approved, registrants will be able to view all members within the iConnections platform.

 

I registered but need to change and/or modify my information.

You can make modifications to your registration without losing information that you previously entered.  In the iConnections platform dashboard, navigate to “Profile” (on the left side of the page), then select either the Contacts, Investment Preferences or Funds tab (depending on which you would like to edit).  Changes to your contact profile can be made by clicking directly on the field.  Changes to investment preferences or fund profiles can be made by clicking on the button with 3 circles, and then clicking edit.

 

My firm has multiple funds, do I register once for all, or for each fund?

You will register once for your entire firm, and then be able to add each fund that you plan to present to allocators (via Profile > Fund).

 

Meetings

 

When do meetings begin?

Meetings can be scheduled any time after you’ve successfully registered.  Meetings scheduled on the days of the event (January 21-29) will be worth double points to increase engagement during the event.   

 

What system will be used for the online meetings?

All meetings will take place on the iConnections platform.  Video links will be made available through the platform as a pop-up 15 minutes before the start of the meeting.  Participants will also receive a text message and email reminder with a link to join 15 minutes prior to the start of each meeting.

 

How much time is allocated for a meeting?

Meetings are scheduled in 30-minute blocks of time.  There is no limit to the video run time.

 

How do I schedule a meeting?

Meetings can be scheduled once a connection is established. When you find a member you’re interested in meeting with, click “Connect”.  Once a connection is confirmed, you can schedule meetings from your connections list or within your message to the member.

 

What time zone are meeting times displayed in?

All meeting times are displayed in your local time.  Navigate to Profile > Contacts to check or edit your time zone setting.

 

Am I able to present information and/or share my screen during the meetings?

Yes, you will be able to share your screen and/or a specific application during your online meeting.  We recommend that you have all materials open on your computer and/or device before your meetings begin.

 

Will the meetings be recorded? Will there be the option to have them recorded?

No.  The meetings will not be recorded, and the option for meetings to be recorded will not be available.

 

How many participants are allowed in my online meeting?

There is no participant limit.  However, we recommend a maximum of 8 participants per meeting for an optimal viewing experience.

 

What if I have a meeting scheduled and the other person does not show up?

We hope that all participants will join pre-scheduled meetings in a timely manner. If a meeting participant is not available at the scheduled time, we recommend reaching out to the individual(s) via the messaging function within the iConnections platform.  You can also send a new meeting invitation for a later date, subject to participant availability.  You can also contact an iConnections team member at info@iconnections.io or (646) 437-8267 for assistance.

 

Will there be IT support to help with my meeting in case I am having technical difficulties?

All members will be able to use the link within the iConnections Dashboard to set up and test their system for A/V issues.  For any other issues, please email info@iconnections.io or call (646) 437-8267, and a team member will assist you.

 

System Troubleshooting

 

I’m having trouble logging in/accessing the event system.

Please email info@iconnections.io or call (646) 437-8267, and a team member will assist you.

 

I don’t see anything when I enter my meeting.

  • Please ensure you’re using Google Chrome
  • If you are remotely logged in through a VPN, please disconnect from it
  • If there is a red camera icon on the right side of the address bar, please click the icon to allow camera access
  • Check your camera/microphone access within Chrome.  To change your settings, click the button with 3 circles on the top right of your browser > Settings > Privacy and Security > Site Settings > Click Camera or Microphone > Turn Ask before accessing on or off.  To remove an existing exception or permission, click delete

 

I forgot to add my colleague as a contact. Can they still join the meeting?

Yes.  Once you are in the video meeting, click the settings icon on the bottom right > “Invite a Colleague”.  A unique link will populate that you can share with your colleague.  To invite a second colleague, you must repopulate a new link.

 

I recently made edits to my profile and I don’t see the changes or I’m not seeing x section.

Please be sure you’re using Google Chrome.

 

How do I add a colleague to my firm profile?

Navigate to Profile > Contacts > Click the “Add A New Contact” button.

 

What if I do not have a camera on my computer?

Event meetings can be accessed through any mobile device.  We recommend testing the connectivity of your mobile device prior to your first meeting.

 

I need to reset my password.

There is no password for the system.  You can access the system with your email and a five-digit verification code that will be sent to your email or mobile number if provided.

 

I registered but need to change and/or modify my information.

You can make modifications to your registration without losing information that you previously entered.  In the iConnections platform dashboard, navigate to “Profile” (on the left side of the page), then select the tab you’d like to edit.  Changes to your contact profile can be made by clicking directly on the field, and saved by clicking the check mark.  Changes to investment preferences or fund profiles can be made by clicking on the button with 3 circles to the left of your fund or mandate, and clicking edit.

 

DATES

January 21 – 29, 2021

FORMAT 

Virtual

The iConnections Investment Institute (TIII)

We are a premier membership organization committed to providing unbiased educational investment forums for senior decision-makers from leading endowments, foundations, pension funds, hospitals/healthcare, single family offices (SFOs), multi-family offices (MFOs), consultants, outsourced CIO firms, asset management firms and other financial institutions. Institute members are responsible for making critical decisions and have fiduciary oversight associated with an investment portfolio. TIII is known for its exclusive “member-only” community providing a unique educational and networking experience at both in-person and its virtual events.