AIC

Keynotes

 

Mark Anson

CEO & CIO, Commonfund

Mark Anson is head of Commonfund, Chief Investment Officer, and the Chairman of the Boards of Commonfund Capital, Inc. and Commonfund Asset Management Company, Inc. Previously, he was the President and Chief Investment Officer for the Bass Family Office, which was recognized as Family Office of the Year for 2014 and 2015.

Before the Bass Family he was the President of Nuveen Investments, a full-service asset management company with over $250 billion in assets under management. Prior to Nuveen, Mark served as the Chief Executive Officer and Chief Investment Officer for the British Telecom Pension Scheme (“BTPS”), the largest institutional investor in the UK with assets of £65 billion. In addition, Mark was the CEO of Hermes Pensions Management in London, a £55 billion asset management company that is wholly owned by the BTPS. Prior to joining BTPS, he served as the Chief Investment Officer of the California Public Employees’ Retirement System, the largest pension fund in the United States with over $300 billion in assets.

Mark is currently a member of the Board of the UAW Retiree Medical Benefits Trust, Northwestern University School of Law and the Toigo Foundation. He is a past member of the Board of Governors for the CFA Institute.

MORE

Andrew Palmer

CIO, Maryland State Recruitment & Pension System

Andrew Palmer, CFA is the Chief Investment Officer for the Maryland State Retirement and Pension System. In this role, he is responsible for the day-to-day operations of the System’s investment division and has overall responsibility for the System’s investment program.

Previously he was the Deputy Chief Investment Officer, Director of Fixed Income for the Tennessee Consolidated Retirement System. In addition to his role as Director of Fixed Income, he led the construction of a Strategic Lending Portfolio, was a member of the Private Equity and Real Estate Committees and shared in the responsibility for tactical asset allocation and new product development. He began his career at ASB Capital Management, a Bethesda, Maryland based institutional advisory firm.

Mr. Palmer is a member of the ILPA, has been active in the CFA program and was President of the Washington Association of Money Managers. He received a BA and a MA in Economics from the University of Maryland.

MORE

Lauren Dillard

Head of Investment Solutions, The Carlyle Group

Lauren Dillard is a Managing Director and Head of Carlyle’s Investment Solutions Group, where she also served as Chief Operating Officer and Chief Financial Officer. She currently serves on the Firm’s Management Committee and is a board member of AlpInvest Partners.

Since joining Carlyle in 2002, she has held a series of positions including Head of Global Tax Department and Head of Global Equity Programs. She was a member of the Firm’s Transaction Team where she played a significant role in transactions, including the Firm’s initial public offering.

She is also the recipient of the prestigious One Carlyle Award in recognition of her contributions to and support of the Firm’s collaborative culture.

Ms. Dillard also serves on the Board of SL Green Realty Corp.

Prior to 2002, she served in the Real Estate and Financial Services Group of the Tax Practice of Arthur Andersen, LLP.

Ms. Dillard received her B.S. in business administration from the University of Richmond and is based in New York.

MORE

Brad Coleman

Chairman Global Alternative Assets, Citigroup

Brad Coleman is the Chairman of Citi’s Global Asset Managers Group ("GAM"). GAM's clients include fully diversified global alternative asset management firms as well as pure play private equity firms and their respective portfolio companies; sovereign wealth and pension funds and family offices. GAM provides a full range of investment banking services, including strategic advisory, debt and equity financing and mergers and acquisitions advice.

Brad has extensive global relationships and transaction experience across multiple industries and product lines and has been involved in many of the most significant transactions in the alternative assets and private equity space over the last 25 years. Brad’s clients include many of the world’s leading global and regional alternative asset and private equity firms.

Brad joined Salomon Brothers in 1988 after receiving his MBA from the University Of Chicago Booth School Of Business. Prior to attending Booth, Brad was a tax accountant with Arthur Anderson in New York. Brad served as the Co-Chair of the Tri-State Advisory Board of Jumpstart, a national early education organization from 2013-2017. Brad lives in New York City with his wife Kyong and daughter Claire.

MORE

Richard Chilton

CEO & CIO, Chilton Investment Company

Richard L. Chilton, Jr. is the founder, Chairman and Chief Investment Officer of Chilton Trust Company, which in April 2012 was the first company in eight years to be awarded a trust charter in Florida. Mr. Chilton also serves as the Chairman, CEO and Chief Investment Officer – Equities of Chilton Investment Services and is the founder, Chairman, CEO and Chief Investment Officer of Chilton Investment Company.

Since founding Chilton Investment Company in 1992, Mr. Chilton has built a team of investment professionals focused on building wealth in favorable markets and preserving capital in declining markets. Under Mr. Chilton’s leadership, Chilton Investment Company has developed an investment approach committed to fundamental, bottom-up stock selection and disciplined portfolio management.

Prior to forming Chilton Investment Company, Mr. Chilton was a managing director of Allen Value Incorporated and a vice president and equity portfolio manager at Alliance Capital Management Corporation. Mr. Chilton began his career in the Mergers and Acquisitions group at Merrill Lynch and Company.

Mr. Chilton is a trustee of The Metropolitan Museum of Art and a trustee of the Classic American Homes Preservation Trust, both located in New York.

Mr. Chilton received his B.S. in Finance and Economics from Alfred University.

MORE

 
 

INSTITUTE FOR PRIVATE CAPITAL

The Institute for Private Capital improves public understanding of the role of private capital in the global economy. Academic and industry experts work together to generate new knowledge about private capital markets based on objective academic research.

uncipc.org