Industry Affairs Committee

Steve Moseley is Director of Private Equity and Special Opportunities for the Alaska Permanent Fund Corporation (APFC). The APFC manages approximately US$65 billion in AUM for the state’s sovereign endowment. Steve manages approximately $11.5 billion in commitments and leads all private equity fund investment, co-investment, and direct investment activity for the APFC.

Before joining the APFC Moseley restructured, managed, and subsequently sold Marston-Ross Corporation, a Connecticut-based family investment office. Before that he was president of StepStone Group, a global manager of diversified private market assets and, prior to that, co-president of the direct investment division of StepStone’s predecessor company, Pacific Corporate Group (“PCG”). During his time at PCG Steve also served as CIO.

 Earlier in his career, Steve served as a vice president in investment banking at Credit Suisse First Boston (“CSFB”) and as a principal in CSFB’s private equity investment affiliate, Windward Capital Partners. Before CSFB, Moseley was an investment banker with Merrill Lynch in New York, Tokyo and London.

Mr. Moseley received his MBA from Yale University and his BA from Wesleyan University.

Kevin McDowell is a Managing Director of the Alberta Teachers\' Retirement Fund Board (ATRF), an independent corporation that administers the pension plans for teachers in the province of Alberta, Canada. Kevin is responsible for the external fund portion of the ATRF private equity program. Kevin joined ATRF in 2014.  

Prior to joining ATRF, Kevin was a Senior Principal at Alberta Investment Management Corporation 

(AIMCo). He worked at AIMCo for 14 years, most recently in the private equity team for over 8 years and prior to that with the external public equity team for over 5 years. Kevin holds a Bachelor of Commerce degree from the University of Alberta, an M.B.A. from the University of Alberta and the Chartered Financial Analyst designation. He is a Board member for the Institutional Limited Partners Association.

Teia Merring is an Investment Director in the Private Equity Funds and Co-Investment team at USS Investment Management (~£70bn under management), the corporate pension plan for universities in the United Kingdom.

She is responsible for executing and managing private equity fund commitments and co-investments across all sectors and geographies and sits on various supervisory boards.

Prior to joining USS in 2011, Teia was an investment banker at Goldman Sachs in the Healthcare division.

She holds a MSc in Applied Economics and Finance from Copenhagen Business School, and her university studies included a MBA term at IIM Ahmedabad, India.

Fabrizio Natale is a senior portfolio manager at the Washington State Investment Board, overseeing relationships with large buyout, mid-market, emerging markets and energy private equity managers; concurrently, he serves on the board of directors of the Institutional Limited Partners Association. Prior to that, he was a director at Capital Dynamics and head of its San Francisco office. Previously, he was a principal investment officer at the European Investment Fund, director of corporate development at Lebensart Technology, and a principal with investment banking firm Montgomery Securities. Mr. Natale graduated Magna cum Laude from the University of Maryland, attended UC Berkeley's Haas Executive Program and earned an MBA from the University of San Francisco, where he was a McLaren Fellow.

Since 2001, Anders Strömblad has been in charge of alternative investments at the Second Swedish National Pension Fund - AP2. The alternative investment portfolio includes investments in private equity, real estate, timber- and farmland, credit strategies and China A-share investments. The alternative portfolio's NAV is today approximately 20% of the AP2 portfolio and is expected to growth further. In alternative investments Anders has designed the investment strategies and business plans and is responsible for implementations as well as the portfolios (together with his team). Since 2007, Anders has also been responsible for all public assets that are managed externally. These assets are mainly global equities, global credits, emerging markets equities and debt, and global tactical mandates. Anders is an advisory board member for number of fund investments. As responsible for the alternative portfolio he is also a board member in a couple of portfolio companies. Anders works as well on the nomination committee in a number of companies in the alternative portfolio. Anders is since many years active in the "global private capital industry." He speaks and attends panels on conferences globally. He is also active in the area of responsible investing and is a member of the PRI Advisory Board for Private Equity. Anders was the first non-North American board member of the ILPA. He is still active in ILPA as a member in their Industry Affairs Committee. Before he become head of alternative investments in AP2 he held senior management positions in the manufacturing industry. Anders started his career as an auditor of corporations at the Swedish Tax Authority. Anders Strömblad holds a BSc in Business & Administration.

Phillip Titolo is currently a Portfolio Manager/Director of Investments for the MassMutual Insurance Co. general account portfolio, focusing on strategic asset allocation and external investment relationships across asset classes. He serves on several advisory boards in the private equity and corporate pension plan industries as well as a member on the Investment Committee for the upstate Connecticut Boy Scouts affiliate endowment. Mr. Titolo was previously at Hartford Investment Management (The Hartford) and was jointly responsible for managing $2.3B in hedge fund investments on behalf of the insurance general account and The Hartford's corporate defined benefit plan. He has also held alternative asset positions at Credit Suisse Asset Management in New York and at United Technologies Corporation in Hartford, CT. Mr. Titolo graduated from the University of Connecticut with a Juris Doctorate and Masters of Business Administration and earned his Bachelor of Science in Business Administration from Boston College. He is a CFA® charter holder, and also holds series 3, 7 and 65 licenses.

Charles Van Vleet is Assistant Treasurer and Chief Investment Officer of Pension Investments at Textron Inc., Providence RI. Together with an investment team of four, Charles has Trustee oversight of $10.2bn in defined benefit and defined contribution assets for Textron's US, Canada and UK plans providing retirement security for over 75,00 current and past employees. The Textron retirement Plans are well funded with broadly diversified investments including private equity, hedge funds, commodities, real estate, fixed income and public equity. In addition to investment oversight, Charles serves as a Member of Textron's Investment Committee, Investment Management group, Employee Benefits Committee, Trustee and Board Member of Textron's UK and Canadian Plans. Prior to Textron, Charles spent 8 years as Director, Pension Investments at United Technologies (UTC) in Hartford CT. Prior to pension investment Charles spent 25 years in banking and investment management at several firms including Credit Suisse, Warburg Pincus, Putnam, Alliance Capital and Brown Brothers Harriman. At different times -living and working in New York, London and Tokyo- he has had the opportunity to manage 40Act mutual funds, high net worth, public pension and corporate pension funds. Charles holds bachelor's degrees in Economics and Political Science from UC Berkeley, Berkeley CA and an MBA from the University of CT (UCONN) in Storrs, CT.

Stephen joined QIC in 2008. Stephen has 20 years of experience in global private equity direct and fund investing. Stephen leads GPE's US office located in San Francisco and is responsible for the coverage of the US market. Stephen also acts as CIO of GPE and co-ordinates the internal investment processes of the business. From 1999 to 2006, Stephen helped build and manage a AUD1.5 billion global private equity program for MLC Limited, which was the first of its kind in Australia. From 1992 to 1999, he worked at Lend Lease Corporation, firstly in project finance and then in direct infrastructure investment. Prior to working at Lend Lease Corporation, he has worked in the project finance division of Schroders Australia Ltd from 1988 to 1992. He holds a Bachelor of Economics and a Bachelor of Law from Sydney University, Australia.

Margot Wirth is the Director of Private Equity at the California State Teachers’ Retirement System (CalSTRS). In this role, she oversees a private equity portfolio with over $40 billion of total investment exposure (NAV plus unfounded commitments). Since joining CalSTRS in 2001, she has been involved in making over $65 billion in private equity commitments (including over 500 fund investments totaling over $60 billion in commitments and over 100 co-investments approaching $5 billion in commitments).

Prior to joining CalSTRS, Ms. Wirth  was a  valuation consultant for Pricewaterhouse Coopers Valuation Services (and its predecessors) in New York and San Francisco. (This PwC practice later became the nucleus of the Duff&Phelps valuation practice). She was also previously a residential real estate developer in the Washington D.C. suburbs.

Ms. Wirth holds a B.S. in Chemical Engineering from the University of Virginia.

Kimberly Woods is a Senior Advisor supporting the Executive Director and CIO of the DC Retirement Board with risk and compliance matters across the entire portfolio.  Her specific asset class focus is on the Private Markets program with an emphasis on investment and operational due diligence, business review and partnership negotiation work.  Prior to joining the DC Retirement Board, she was the Director of Private Markets for the IAM National Pension Fund, a multi-employer pension fund. Before joining the IAM National Pension Fund, Ms. Woods was the head of private equity for the UMWA Health and Retirement Funds and her responsibilities included a range of activities including sourcing new investments, performing due diligence and monitoring a diversified portfolio of US and European general partnerships. Ms. Woods started her career as an analyst at JP Morgan in investment banking and later moved to Credit Suisse First Boston to cover telecommunication services in the Equity Research Department.

 

She is a graduate of the American University and has a Bachelor of Science in Business Administration with a concentration in Finance.