Tanya Carmichael is based in Toronto and oversees the Global Funds Team and Portfolio for Ontario Teachers' Pension Plan. She has extensive experience in private equity fund investing and represents Ontario Teachers' on numerous limited partner advisory committees. Tanya is Chair of the ILPA board of directors. She also has served on the Private Equity Steering Committee of the Principles of Responsible Investment. Before joining Teachers' in 2006, she was an executive director in CIBC World Markets' private equity funds group and also worked in the legal and compliance group at CIBC. Tanya articled at Stikeman Elliott in Toronto. Tanya received a BA (Honours) from Queen's University and an LLB from Western University. Additionally, she has received her ICD.D certification from the Institute of Corporate Directors.
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.
Serra Erdogmus is the Senior Portfolio Manager, Private Assets at the Canadian Medical Protective Association. Serra is responsible for the management of private assets, including private equity, private debt and real assets, which comprises 25 percent of the total $3.7 billion CMPA portfolio. Serra holds an MBA degree from University of Ottawa and is a CFA Charterholder.
Robert Ross is a Portfolio Manager for the Private Equity Portfolio at the California State Teachers' Retirement System. In this role, he co-manages the implementation of CalSTRS' private equity strategies and sub-strategies and oversees the co-investment program. He joined CalSTRS in April 2013. Mr. Ross's current responsibilities include the management, development, and implementation of private equity strategies for the buyout, venture capital, expansion equity, distressed debt, and, energy sub-sectors. He mentors junior level staff and is a member of the Private Equity Investment Review Committee. Prior to joining the team at CalSTRS, Mr. Ross spent more than a decade honing his skills in portfolio management, complex financial analysis, market research, and trend analysis. Mr. Ross began his career in the private sector as an associate in corporate finance and merchant banking for OffRoad Capital. His career continued in an upward trajectory with the following roles: senior analyst with Frazier Healthcare Ventures, senior associate with Honeywell Capital Management, vice president of private equity and venture capital at Zurich Financial Services, and investment professional at TIAA-CREF. Mr. Ross has an aptitude for sourcing, negotiating, and monitoring fund, secondary, and co-investments that support CalSTRS private equity asset allocation strategies. He possesses strong qualitative and quantitative analytical skills that have contributed to solid returns for the private equity portfolio. Mr. Ross holds a Bachelor of Arts in economics with a minor in business administration from the University of California, Berkeley and a Master of Business Administration with an emphasis in finance, accounting, and entrepreneurship from the University of Chicago, Booth School of Business.
Maurice Gordon is a Managing Director for the Guardian Life Insurance Company of America. He joined Guardian's investment team in 2010 to continue the execution of their private equity investment initiative responsible for fund investing, co-investing and secondaries. He has over 20 years experience in private equity investing and portfolio management. Maurice has successfully originated and lead 27 direct and co-investment transactions and has managed institutional private equity portfolios totaling over $4.5 billion in a variety of buyout, venture capital, mezzanine and special situation partnerships, hedge funds, private placement's and small-cap stock distributions. He has served on 23 company boards of directors and fund advisory boards. Previously, Maurice spent over six years as a senior manager of a successful co-investment fund located in Chicago. Previously, Maurice was a managing director of The Hartford Insurance Company's private equity investment group, managing an $800 million diversified private equity portfolio. Previously, he was the managing general partner for the CIGNA Investment Corporations mezzanine limited partnerships. Maurice began his investment career at The Northern Trust Bank in Chicago. He earned B.A. and M.S. degrees in Economics from the University of Illinois, and is a Chartered Financial Analyst.
Scott is currently Managing Director at Lockheed Martin Investment Management Company (LMIMCO), which manages the retirement trusts for Lockheed Martin. He joined LMIMCO in 2016 and manages a portfolio of approximately $3B in private equity, natural resources, and venture capital assets. Scott previously worked at CalPERS, where he was one of four senior investment professionals responsible for managing one of the largest global private equity portfolios (currently valued at over $31B). Prior to joining CalPERS, Scott was an investment banker for over 10 years, most recently at UBS Investment Bank where he advised technology clients in the software and communications equipment verticals, as well as financial sponsors that focus on technology. Scott has also worked as a strategy consultant at Bain and Company where he advised global corporate clients and with Bain's Private Equity Consulting group, responsible for advising private equity firms and supporting them in their investment activity. Scott graduated from Stanford University where he double-majored in English and history. Scott received his MBA from Harvard Business School and is also a CFA Charterholder.
Mr. Mace is a Director of Investments in the Tufts University Investment Office. He is focused primarily on private equity and real assets strategies globally. He is responsible for evaluating potential managers and their investment strategies for inclusion in the university's portfolio. Since joining Tufts in 2004, he has been actively involved in developing Tufts' alternatives strategy and the buildout of the portfolio. This has been involved in both shaping the direction and establishing the network of relationships necessary to develop a portfolio of high quality managers. To date, Tufts' strategy in both private equity and real estate has been global and opportunistic in nature and has included managers with established track records as well as first time funds. Before joining the investment office, Mr. Mace was an investment banker evaluating M&A and private equity transactions for a boutique advisory firm. He received his B.S. from Trinity University and an MBA from Babson College. He holds the CFA designation and is formerly a licensed CPA.
Jennifer is a Vice President and Director of Private Equity at SouthOcean Capital Partners, an institutional investor based in Fort Lauderdale, FL. Jennifer's focus at SouthOcean is on the private markets portfolio which includes investments across buyout, venture capital, growth equity, natural resources, emerging markets and private credit strategies. Jennifer received a B.A. in International Finance and Marketing from the University of Miami and earned her Master's Degree in Finance, magna cum laude, from the EGADE-Tecnologico de Monterrey Business School in Monterrey, Mexico. Jennifer holds the Charted Alternative Investment Analyst (CAIA) designation.
Dennis A. Montz, CFA serves as Senior Vice President and Director of Private Investments, at Sentinel Trust Company, L.B.A., a Houston-based multifamily office specializing in complex, multi-generational planning and investing in growth. Mr. Montz manages five proprietary private equity funds of funds, which includes sourcing, performing due diligence independently and with consultants, and monitoring limited partner investments in venture capital, corporate finance, and real estate funds. He joined Sentinel after serving as vice president of finance/treasury for Amedisys, a public home-health company, where he managed cash investments and bank relationships as well as worked on a $125 million secondary equity offering. Previously, Mr. Montz worked at AIG in New York where he reviewed limited partner investments for private equity funds of funds and direct investments for AIG-sponsored funds on behalf of the Chief Investment Officer and managed fixed income portfolios. Prior to that, he served as an investment officer for Global Partner Ventures, a private equity fund investing in defense conversion joint ventures in the former Soviet Union. Mr. Montz started his business career at Price Waterhouse management consulting on privatization in the former Soviet Union. Mr. Montz earned a Bachelor of Science in Foreign Service degree from Georgetown University, an MBA from Tulane University, and both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
Steve Moseley heads private equity and special opportunities for the $55 billion Alaska Permanent Fund, a sovereign wealth fund established in 1976 to provide for all current and future generations of Alaskans. 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 private equity 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. He received his MBA from Yale University and his BA from Wesleyan University.
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.
Scott is a Director and member of the investment committee of M&G Private Funds Investment (formerly PPM Managers), where he oversees a global (ex-US) private equity portfolio of funds, secondaries, and co-investments. Before joining M&G Private Funds Investment, Scott was an Investment Director of Parish Capital Advisors. Scott was subsequently a Principal at StepStone Group following its acquisition of Parish Capital. Scott began his career as a financial analyst at the investment bank of Robertson Stephens & Company in San Francisco before moving to London in 2000 with its private equity affiliate, BancBoston Capital. Scott has a BBA from The University of Michigan, Ann Arbor, and an MBA from The Kellogg School of Management at Northwestern University. Scott is also certified as a Chartered Financial Analyst (CFA).
Maggie is responsible for domestic and international investments, finance, accounting, personnel, information systems and administrative functions with Bonanza Oil Company. Maggie's earlier background includes audit management and consulting experience with Deloitte as well as several years as Assistant Treasurer of Trammell Crow Company, one of the nation's largest real estate asset managers. She is a past Chairman of The Texas Lyceum, a statewide leadership group focused on public policy issues affecting Texas and the United States. Maggie participated, as a civilian, in the Class of 2010 National Security Seminar at the US Army War College. She also currently serves as President of the board of Camp John Marc Foundation and is a member of the Dallas Committee on Foreign Relations. Additionally, Maggie currently serves on the board of the Institutional Limited Partners Association. In the past, she has served as President of The Dallas Assembly, President of Altrusa International, Inc. of Downtown Dallas, a founding Board member of Genesis Women's Shelter's Conference on Crimes Against Women and as a board member of The Dallas Arboretum and Botanical Society. Radford graduated from Virginia Tech with a dual B.S. in Accounting and Economics as well as a Masters in Accounting.
Neil Randall is a Senior Director in the Private Equity Group at the Teacher Retirement System of Texas. He has primary responsibility for the $15 billion portfolio private equity fund commitments and principal investments. Prior to joining TRS in 2007, Neil was at Convergent Investors, an early stage venture capital firm. At Convergent, he focused on evaluating new investments as well as portfolio management, which included a secondment to one of its portfolio companies, TeraVicta Technologies. Previously, he also worked in the Enterprise Systems Group at Dell and the Capital Markets group at PricewaterhouseCoopers. He received a BBA and MS, Finance from Texas A&M University.
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.
Kimberly Woods is currently the Director of Private Markets for the IAM National Pension Fund, an $11.0 billion multi-employer pension fund. She currently works with the the Fund's consultant to oversee the private markets program. Prior to 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.