John Skjervem

John D. Skjervem is Chief Executive Officer of Alan Biller and Associates and involved in all aspects of the firm’s activities, including investment strategy, client service and daily operations management. Founded in 1982, Alan Biller and Associates serves institutional investment clients in both traditional advisory and outsourced-Chief Investment Officer (OCIO) capacities. As of June 30, 2020, its advisory practice comprised assets under management of $110 billion, including $50 billion in OCIO engagements. Employee-owned, the firm operates from its Menlo Park, CA headquarters and satellite offices in Cincinnati, Cleveland, Santa Fe, Seattle and Pittsburgh.

Before joining Alan Biller and Associates, John served as Investment Division Director and Chief Investment Officer for the Oregon State Treasury. In that role, he led a team responsible for managing a globally-diversified financial and real asset investment program that totaled $111 billion at December 31, 2019, including the State’s $82 billion public employees retirement fund. Prior to his tenure in Oregon, John was an Executive Vice President at Northern Trust where he held a variety of portfolio management and leadership positions including Chief Investment Officer for that firm’s $180 billion (AUM) wealth management division.

John is an advisor to the Retirement Board of the Public Employee Retirement System of Idaho (PERSI), and a member of the Alaska Permanent Fund Corporation’s Investment Advisory Group. He also serves on the Pacific Pension Institute’s Board of Directors. John holds the Chartered Financial Analyst designation, received his BA in Economics from the University of California, Santa Barbara, and earned an MBA with concentrations in Finance and Statistics from the University of Chicago’s Booth School of Business.

Susanne Gealy

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 $21 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.

Amanda Hopper

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.

Steve Hogan, Ph.D.

Steve is the director of quantitative equity research at Ensign Peak Advisors, where he has been working the last 11 years. Prior to Ensign Peak he was a Director in the Prime Services division of Barclays and Lehman Brothers, from 2005-2009. While there he was instrumental in developing an award-winning portfolio-margin product that protected the firm and attracted business. From 2000-2005 he was a Vice President in the Global Modeling and Analytics Group at Credit Suisse First Boston where he developed models related to the pricing of both structured equity derivatives and fixed income products. Steve received a B.S. in mathematics and statistics from Utah State University. He received a Ph.D. in statistics from Cornell University where his dissertation was related to the modeling and estimation of stochastic volatility models.

Fanesca Young, Ph.D.

Fanesca Young leads the Global Systematic Equities team at GIC and is responsible for the management of long-only, active extension and market neutral systematic equity strategies. Prior to joining GIC, Dr. Young was a Principal at Los Angeles Capital Management (LACM), and served as Managing Director and Director of Quantitative Research. At LACM, Dr. Young oversaw the firm’s proprietary stock selection model and supervised execution of technical methodologies in the firm’s strategies. In addition, Dr. Young spearheaded LACM’s business development activities in Asia. Dr. Young also serves on the editorial board of the Financial Analyst Journal and Journal of Systematic Investing. She received her doctorate in Statistics from Columbia University and is a CFA charter holder.

Larry P. Katsafanas, CFA

Mr. Katsafanas is the Managing Director of Public Equity at the Maryland State Retirement Agency. He joined the Agency in 2009 and has over 20 years of investment experience.

Prior to the Agency, Mr. Katsafanas spent his career at Legg Mason serving in several capacities. His two previous roles were a buy side equity analyst with subsidiary Legg Mason Investment Council, and Senior Analyst servicing the corporate executive management.

Mr. Katsafanas earned a BSBA in Finance and Management from the University of Richmond, and an MBA from the University of Maryland. He is a CFA charter holder and member of the Baltimore CFA Society.

Daniel G. Scherman, CFA

Dan Scherman is a Senior Vice President and the Chief Risk Officer of Ivy Investment Management Company. He is responsible for enhancing and executing policies and procedures related to investment risk management capabilities across the firm and providing comprehensive independent portfolio oversight. He serves as Chair of the newly created Investment Risk Management Committee.

Among his previous experience Mr. Scherman served for nearly 10 years as Senior Vice President, Chief Risk Officer and Portfolio Manager at Janus Capital Group, and 13 years at MFS Investment Management where he held the roles of Global Fixed Income Portfolio Manager, Equity Portfolio Manager and Senior Quantitative Analyst. He joined Waddell & Reed in 2016.

Mr. Scherman received his AB in Economics and History from Dartmouth College in 1983, and he earned an MBA in Finance (High Honors) from Boston University in 1990. Mr. Scherman is a member and past president of the GARP-Buy Side Risk Managers Forum, and a member of GIPS Risk Advisory for the CFA Institute. He is a CFA charter holder.

Professor Lubos Pastor

Lubos Pastor is Charles P. McQuaid Professor of Finance at the University of Chicago Booth School of Business. He also serves as a member of the Bank Board of the National Bank of Slovakia, Director of the Center for Research in Security Prices (CRSP), member of the CRSP Indexes Advisory Council, Research Associate at the National Bureau of Economic Research, and Research Fellow at the Centre for Economic Policy and Research. He has served as President of the Western Finance Association, Director of the American Finance Association, and Co-Director of the Fama-Miller Center for Research in Finance. He is an Associate Editor of the Journal of Financial Economics and a former Associate Editor of the Journal of Finance and the Review of Financial Studies.

Professor Pastor’s research focuses mostly on financial markets and asset management. He has written on a broad range of topics such as liquidity risk, political risk, sustainable investing, stock price bubbles, stock volatility, return predictability, technological revolutions, income inequality, populism, portfolio choice, performance evaluation, returns to scale in active management, indexing, learning, and IPOs. His articles have appeared in the American Economic Review, Journal of Finance, Journal of Financial Economics, Journal of Monetary Economics, Journal of Political Economy, Review of Financial Studies, and other outlets. His research has been awarded numerous prizes, such as two Smith Breeden Prizes, three Fama/DFA Prizes, Goldman Sachs Asset Management Prize, Barclays Global Investors Prize, the NASDAQ Award, the QMA Award, and the Q Group Award.

Professor Pastor has been teaching at Chicago Booth since 1999 when he obtained a Ph.D. in finance from the Wharton School at the University of Pennsylvania. He has received the McKinsey Award for Excellence in Teaching as well as two Faculty Excellence Awards at Chicago Booth.