David Adelman, J.D.

Former Ambassador to Singapore & Managing Director and General Counsel, KraneShares

Ambassador (Ret.) David Adelman is a Managing Director and the General Counsel of KraneShares. He previously was a Managing Director at Goldman Sachs in Hong Kong and partner in two global law firms practicing law in New York, Washington, D.C., and Atlanta. David was the 15th United States Ambassador to Singapore serving during the first term of the Obama-Biden Administration. He previously was an appointed member of the Monetary Authority of Singapore’s Capital Markets Committee and served on the Executive Board of the Hong Kong Treasury Markets Association. David was a member of the Board of Governors of the American Chamber of Commerce in Hong Kong. David is a Trustee of the National Committee on American Foreign Policy and a member of the Council on Foreign Relations and the Advisory Board of the Israel-Asia Center. He is an Adjunct Professor at New York University where he teaches international relations of the Asia-Pacific region at the graduate level. David received his J.D. from Emory University where he is a recipient of the Emory Medal. He earned an M.P.A from Georgia State University and B.A. from the University of Georgia. David and his wife Caroline reside in New York City and have three adult children.

Katie Koch, President and Chief Executive Officer, TCW

Katie Koch

President and Chief Executive Officer, TCW Group

Ms. Koch is President and Chief Executive Officer of TCW and serves as a member of the Board of Directors. In this role, she is responsible for the strategic direction and overall day-to-day management of the Firm. Prior to joining TCW in 2023, Ms. Koch spent 20 years with Goldman Sachs in the Asset Management Division (AMD), where she was a Partner and most recently served as Chief Investment Officer of the $300 billion Public Equity business and as a member of the AMD executive committee. Previously, she was based in London for 10 years where she held several leadership roles including Head of the Multi-Asset Solutions business internationally.
Ms. Koch currently serves as a board member for the University of Notre Dame’s Board of Trustees, The Investment Fund for Foundations (TIFF), The Investment Company Institute (ICI), the Toigo Foundation and The Spence School. She also serves as a Co-Chair of the University of Notre Dame Wall Street Leadership Committee and the advisory board of the Notre Dame Institute for Global Investing (NDIGI). Ms. Koch was named a Young Global Leader with the World Economic Forum.
Ms. Koch earned her Bachelor of Arts degree in Economics and Literature at the University of Notre Dame.

Jeffrey J. Sherman, CFA -

Jeffrey J. Sherman, CFA

Deputy Chief Investment Officer, DoubleLine

As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. Mr. Sherman is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (Twitter @ShermanShowPod, ShermanShow@Doubleline.com) where he interviews distinguished guests, giving listeners insight into DoubleLine’s current views. In 2018, Money Management Executive named Jeffrey Sherman as one of “10 Fund Managers to Watch” in its yearly special report. Prior to joining DoubleLine in 2009, Mr. Sherman was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. He was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a B.S. in Applied Mathematics from the University of the Pacific and an M.S. in Financial Engineering from the Claremont Graduate University. Mr. Sherman is a CFA® charterholder.

Michael Underhill

Founder & Chief Investment Officer, Capital Innovations, LLC.

Michael is the author of the acclaimed Handbook of Infrastructure Investing, has published hundreds of papers on investing and finance. Recognized for his expertise, he is frequently asked to speak on topics such as investment policy, portfolio management, and the risk characteristics of Real Asset investing. He is a regular contributor to Bloomberg Media, the CFA Institute, EDHEC Risk Institute, guest speaker at Wharton and leading think tanks like the Inter-American Dialogue. Michael is Chairman Emeritus of the UNPRI Infrastructure Work stream and one of the world's most provocative, respected financial analysts. Investors have used Michael’s award-winning real estate, natural resources and infrastructure investment strategies worldwide. Michael is responsible for overseeing global investment strategies and leads Capital Innovations’ Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Capital Innovations believes will influence investment opportunities. Recognized for his expertise in Real Asset investing, he is a regular contributor to Bloomberg Television, Radio and Bloomberg Events.

Prior to co-founding Capital Innovations in 2007 with Susan Dambekaln, Michael was a Vice President portfolio manager at AllianceBernstein working with large global institutional clients managing billions in assets. Before joining AllianceBernstein, he was a Vice President and partner at INVESCO in the financial institutions asset management division where he was responsible for $8 billion in client assets. Prior to INVESCO, Michael helped build the institutional fixed income capabilities for Janus Capital Corporation where the nascent effort grew to $1.8 billion at its peak. He started his career at Lehman Brothers in 1992 as a municipal bond analyst.

Michael graduated from Pennsylvania State University with a Bachelor of Science degree in Economics. He has completed post-graduate coursework from Pepperdine University centered on Fiduciary Studies, Universidad del Salvador (Argentina) in Latin American Economics and Stanford Law School where he focused on corporate governance. He is a former NCAA athlete and USA super league rugby player with his current hobbies ranging from marathon running, downhill skiing and surfing. He is Founder and Chairman of the Underhill Cancer Research Foundation where he has completed 28 marathons as part of his fundraising activities.

Brendan Ahern - Chief Ineligible Officer, KraneShares

Brendan Ahern

Chief Ineligible Officer, KraneShares

Brendan Ahern is the Chief Investment Officer at KraneShares. Brendan joined KraneShares in 2013. Brendan leads the firm’s research and education efforts and actively works with investors on a variety of subjects ranging from asset allocation to trading to articulating the growing influence that index providers hold in the asset management industry. Prior experience includes over ten years with Barclays Global Investors (subsequently BlackRock’s iShares), which he joined in 2001 during the rollout of their ETF business. His career has spanned a period of tremendous growth for ETFs, which has contributed to his profound knowledge of the ETF landscape.
Brendan is considered a preeminent expert in global financial markets with a particular focus on China. He is a frequent visitor to China and actively maintains daily contact with a deep local research network comprised of investment banks, brokers, and regional and boutique research firms. He produces a daily update called China Last Night (www.chinalastnight.com), which also appears as a column on Forbes.com. He is often sought after by leading business and financial outlets and regularly appears on CNBC and Bloomberg to discuss China’s capital markets. He is a frequent guest of Bloomberg Radio’s Daybreak Asia, and he is quoted in The Wall Street Journal and Investor’s Business Daily.
Brendan graduated from the College of the Holy Cross and has a Master of Science in Financial Analysis from the University of San Francisco.

Heather Beatty, Founder and Chief Executive Officer, ScopeFour Capital

Heather Beatty

Founder and Chief Executive Officer, ScopeFour Capital

Heather Beatty is the founder and CEO of ScopeFour Capital, an asset management firm specializing in investing in companies that produce and scale climate solutions. With over 20 years in the institutional world, Heather is dedicated to educating investors on strategic capital allocation towards climate mitigation and adaptation. Prior to launching ScopeFour, she held leadership positions at top-tier global financial institutions including First Eagle Investment Management, TCW and Thornburg. At First Eagle, she also created and co-chaired the firm's first Climate Council.

Her philanthropy includes partnering with the Los Angeles Cleantech Incubator where she presents on climate investing and works with entrepreneurs to incorporate sustainability into their business model. She is also on the board for One Blue Ocean, a global social change non-profit that strives to ensure a healthy blue ocean. In addition to her climate-related contributions, Heather co-founded Women in Institutional Investments Network (WIIIN), a Los Angeles-based 501c3 as part of her commitment to the advancement of diversity, equity and inclusion.

Daina Cantwell, Director of Business Development, Nephila

Daina Cantwell

Director of Business Development, Nephila

Daina Cantwell is a Director of Business Development at Nephila. She works with the Firm's client partnerships in North America, Asia and Australia. Prior to joining Nephila in 2021, Daina worked at Sculptor Capital, where she worked in both Hong Kong and New York with Institutional Investors across North America, Asia and Australia. Daina started her career at Bear Stearns and J.P. Morgan. Daina has a BA in Actuarial Science from Macaulay Honors College.

Kent Chan, Equity Investment Director, Capital Group

Kent Chan

Equity Investment Director, Capital Group

Kent Chan is an equity investment director at Capital Group. He has 32 years of investment industry experience and has been with Capital Group for eight years.

Prior to joining Capital, Kent spent more than 20 years in Asia, most recently as a director of equity research for Greater China at Barclays.

Before that, his research responsibilities included global technology, Asian consumer and small cap companies at Citigroup. He holds a bachelor’s degree in political economics from the University of California, Berkeley. Kent is based in San Francisco.

Michael J Collins, CFA - Managing Director and Senior Portfolio Manager, PGIM Fixed Income

Michael J Collins, CFA

Managing Director and Senior Portfolio Manager, PGIM Fixed Income

Michael J. Collins, CFA, is a managing director and senior portfolio manager for Core, Core Plus, Absolute Return, and other Multi-Sector Fixed Income strategies.
Experience. Previously, Mr. Collins was a high yield portfolio manager and fixed income investment strategist. Earlier he was a credit research analyst, covering investment-grade and high yield corporate credits. Additionally, he developed proprietary quantitative international interest rate and currency valuation models for our global bond unit. Mr. Collins began his career at the firm in 1986 as a software applications designer.
Education. Mr. Collins received a BS in mathematics and computer science from Binghamton University and an MBA in finance from New York University. He holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Life Management Institute (FLMI). He is currently the chairman of the board for the Center for Educational Advancement, a nonprofit that provides education and employment for people with disabilities. He is the host of PGIM Fixed Income's "All the Credit" podcast.

Moira Conlon - Founder and Chief Executive Officer of Financial Profiles

Moira Conlon

Founder and Chief Executive Officer, Financial Profiles

Moira Conlon is the founder and CEO of Financial Profiles, a national strategic communications firm. Over her 25-year career, Moira has provided communications strategy and counsel to management leaders, boards, and communication teams of hundreds of public and private companies in a variety of industries, including many asset managers and private credit firms. Her expertise includes investor relations, transactions, media and public relations, crisis communication and corporate governance.

Moira has been honored as one of the NACD Directorship 100, which recognizes the most influential leaders in corporate governance, and by Business Insider as one of the top PR professionals for companies seeking to go public. She is a frequent contributor to publications such as Forbes, CFO Magazine, and IR Magazine, and panelist at industry forums sponsored by the NACD, NIRI, NYSE, Nasdaq, Women Corporate Directors and others.

Zack Ellison, CFA, CAIA – Founder and Managing General Partner, Applied Real Intelligence (A.R.I.)

Zack Ellison, CFA, CAIA

Founder and Managing General Partner, Applied Real Intelligence (A.R.I.)

Zack Ellison, CFA, CAIA is the founder and managing general partner of Applied Real Intelligence (A.R.I.) and the chief investment officer of the A.R.I. Senior Secured Growth Credit Fund, which provides debt financing solutions to premier startups in North America.
He previously worked as a loan structurer and underwriter, investment banker, corporate bond trader, and fixed income portfolio manager at three firms with over $1 trillion in assets – Scotia Bank, Deutsche Bank, and Sun Life.
Mr. Ellison holds an MBA from the University of Chicago, an MS in Risk Management from NYU, and is completing his Doctorate in Business Administration at the University of Florida.
His views on investing in innovation and venture debt are showcased in monthly columns he writes for Venture Capital Journal and Built In, as well as engaging discussions with leading investors each week on The 7 in 7 Show with Zack Ellison (Podcast). Additionally, he authored the Venture Debt chapter in the recently released book from the CFA Institute Research Foundation: An Introduction to Alternative Credit.
For a deeper dive into A.R.I.'s pioneering growth credit and venture debt solutions and to discover how they're shaping the future of startup financing, visit www.arivc.com.

Alfredo Gomez, CFA, CAIA - Senior Vice President & Senior Research Analyst Public Markets Due Diligence Group, U.S. Bank Wealth Management

Alfredo Gomez, CFA, CAIA

Senior Vice President & Senior Research Analyst Public Markets Due Diligence Group, U.S. Bank Wealth Management

Alfredo currently heads active taxable fixed income and reinsurance manager research within the Public Markets Due Diligence Group at U.S. Bank Wealth Management, which he joined in 2023. Prior to joining U.S. Bank, he was head of mutual fund manager research and an asset allocation committee member at HighMark Capital Management and Advisor Group. Prior to that, he was at Snyder Kearney, LLC, a leading provider of alternative investment research and due diligence. From 2005 to 2018 he was at National Planning Holdings (NPH), where he was head of alternative investment research and due diligence. Prior to joining NPH, he was a registered representative. Alfredo is a graduate of Loyola Marymount University. He is a CFA and CAIA charterholder and a long-time volunteer at CFA Society Los Angeles.

Sean Lee, CFA, Vice President, Callan’s Alternatives Consulting Group

Sean Lee, CFA

Vice President, Callan’s Alternatives Consulting Group

Sean C. Lee, CFA, is a vice president in Callan’s Alternatives Consulting group. He joined the group in 2015, focusing on hedge funds where his role includes asset allocation, manager structure, manager searches, and performance evaluation. Sean is a shareholder of the firm.

Sean joined Callan in 2005 and previously worked in Callan’s Analytical Solutions group. Sean’s prior experience includes working at the Pacific Options Exchange, as a trader at both a small broker-dealer and a proprietary trading firm, and a mutual fund analyst at an investment advisory firm.

Sean earned an MBA from San Francisco State University and a BA in economics at the University of California, Davis. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society San Francisco.

Joseph Morgart

Vice President and Client Portfolio Manager, Amundi US

Joseph Morgart is a Vice President and Client Portfolio Manager at Amundi US. He focuses primarily on alternative investment strategies. Prior to joining Amundi US, Joseph was a Senior Vice President at Fidelity Investments, where he focused on the fi rm’s alternatives capabilities. He led the fi rm’s eff orts to build and develop its alternatives infrastructure, including product development, product management and operational support. He was responsible for communicating portfolio strategy, positioning and performance to investors and consultants for the firms alternative investment strategies, and was a fi rm spokesperson at industry conferences. Prior to Fidelity, Joseph was Co-Founder and Managing Partner of Boldwater Capital Management, an alternative investment firm focusing on high yield credit and arbitrage strategies for institutional investors. Prior to Boldwater, he was a Vice President at Deutsche Banc Alex. Brown where he implemented an alternative investment focused business platform for institutional clients.

Joseph is Chair of the Finance and Investment Committee and the Treasurer of The Landmark School. Mr. Morgart serves as the Chair of the Board for the Jewish Big Brother Sister Endowment. He also serves as a member of the Investment Committee of Combined Jewish Philanthropies. He is a guest lecturer at The Sloan School of Management at MIT. He has a B.A. from

Sejal Penkar Director of Fixed Income Markets, Capital Group

Sejal Penkar

Director of Fixed Income Markets, Capital Group

Sejal Penkar is a director of fixed income markets at Capital Group, home of American Funds. She has 18 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Sejal was part of the Merrill Private Wealth team where she was the primary business development wealth advisor and co-managed the fixed income sleeve. Before that, Sejal was director of institutional sales for Wells Fargo Securities where she focused on investment-grade and asset-backed fixed income sectors. She holds an MBA from the Fuqua School of Business at Duke University, a master's degree in teaching from Pace University, which she earned while participating in Teach for America, and a bachelor's degree in biology and society from Cornell University. Sejal is based in Los Angeles.

Lynda Schweitzer, CFA

Portfolio Manager & Co-Head of Global Fixed Income, Loomis, Sayles & Company

Lynda Schweitzer, CFA is a vice president, portfolio manager and co-head of the global fixed income team at Loomis, Sayles & Company. With 36 years of investment industry experience, Lynda co-manages the Loomis Sayles Global Bond Fund, in addition to a suite of products outside the US and multiple global bond portfolios. She is also a member of the macro strategies, developed markets sovereign and global credit sector teams. Prior to joining Loomis Sayles in 2001 as a global portfolio specialist and trader, Lynda worked at Putnam Investments as a global bond trader for both developed and emerging markets. In her tenure at Putnam, Lynda was also a global fixed income trading assistant and custody operations supervisor. Previously, Lynda worked for State Street Bank and Trust Co. as a fund accountant, responsible for custody and pricing of global fixed income funds. She earned a BA from the University of Rochester and an MBA from Boston University.

Jeremy Wolfson

Chief Investment Officer, Los Angeles Department of Water and Power

Jeremy Wolfson, Chief Investment Officer, currently manages the Investment Section of the $20 billion dollar Los Angeles Water and Power Employees' Retirement Plan. He is responsible for all pension plan asset classes including broad equity, fixed-income, real-estate, private-equity, hedge funds, real return and cash. He currently serves on the advisory boards of various private equity and real estate funds.
Prior to joining DWP, Mr. Wolfson worked for the Los Angeles City Treasurer for two years where he was responsible for actively managing the City's $8 billion dollar fixed-income portfolio and was promoted to Chief Investment Officer. Before joining the City, Mr. Wolfson worked for Bank of America (approximately 11 years) as well as First Tennessee Bank (2 years) as a Vice President and managing Principal in their institutional fixed-income groups.
In February 2010, Mr. Wolfson was recognized as one of Institutional Investor News' 2010 Rising Stars of Public Fund Investing at the 9th Annual Public Pension Fund Awards Ceremony. In 2014, Mr. Wolfson was nominated by CIO Magazine as a finalist for innovative Plan of the year. In 2016, Mr. Wolfson was recognized as one of the Top 30 Pension Fund Chief Investment Officers in the United States by The Trusted Insight, and was nominated for Investor Intelligence Award: Fixed Income by Institutional Investor. In 2017, Mr. Wolfson was honored and recognized for his contributions to the investment community over his career by the Neighborhood Youth Association at the Investors in Education Banquet. In late 2021 he was nominated as a finalist for CIO of the year by Chief Investment Officer Magazine. In 2024 he was awarded CIO of the year for Strategy by Markets Group, and in September 2021, he was elected by the employees of the Department of Water & Power to represent the department on the Board of the Los Angeles Deferred Compensation Plan.
Mr. Wolfson obtained his Bachelor's of Science degree in Finance from California State University, Northridge, his MBA from Pepperdine University, and various executive education programs including the Wharton School of Business, and Harvard Business School. He is a member of the CFA Institute and is on the CFALA Strategic Advisory Council.

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