The Roundtable will share
how top down and bottom up fundamentals affect every investment
decision, and answer your investment questions. If Short Term
Volatility isn’t going away any time soon, is it something you
need to learn to deal with or avoid? Equity Investing –
Domestic, International, Emerging Markets – which economies are
the healthiest and what is the right mix for you? If interest
rates have no where to go but up, is there a case for bonds? Get
the answer to these questions and more from our distinguished
group of panelists who wrestle with these issues every day.
Lead Consultant for the Financial Market Recovery Project of the
Global Corporate Governance Forum (as part of the World Bank).
Mr. Lukomnik currently serves on the investment committees for
the PHS Pension Fund, and the Forward Association Endowment. Mr.
Lukomnik is the co-author of two books, “Alpha: The Positive
Side of Risk” and “The New Capitalists,” which was a Financial
Times pick of the year. In 2007 he was named one of the “100
Most Influential People in Business Ethics” by Ethisphere
Magazine. Mr. Lukomnik is a member of the NS Capital Investment
Member of the CFA Institute and serves on its CIPM Examination
Review Board. Mr. Peters’ specialty is identification and due
diligence of emerging institutional investment strategies. He
has personally conducted over 2000 investment strategy meetings.
He is a sought out speaker and contributor to numerous industry
forums including: “Emerging Managers Summit,” “Trends in
Institutional Managers Selection,” and The Investment Management
Institute’s “Going Beyond the Style Boxes” conference. Mr.
Peters is chairman of the NS Capital Investment Committee.
Chairman NS Capital
Managing director of Wolfehaus LLC, a consulting firm focusing
on business management infrastructure and due diligence for
hedge funds and institutions. Mr. Wolfe is a member of the
Managed Futures Association and the Regulatory Compliance
Association. Mr. Wolfe’s experience includes a two-decade career
at Merrill Lynch. As a director he handled the integration of
Smith New Court’s futures and options business after the firm’s
acquisition. Additionally, he has been as adjunct professor at
Seton Hall’s School of International Business and has been a
visiting instructor of the Chartered Financial Analysts Society
in both Japan and Europe. Mr. Wolfe is a member of the NS
Capital Investment Committee.
Managing director of
Seix Advisors LLC, an institutional bond manager managing a
portion of NS Capital’s Alpha Ring Portfolio. Before joining
Seix in 2008, Mr. Ahern was a senior consultant at Evaluation
Associates, a leading pension consultant. This followed
experience in London as head of international investments at
Insight Investment, the $200B asset management arm of HBOS Plc.,
and head of institutions (UK) at Lazard Asset Management. Before
moving to London, Mr. Ahern was head of the Endowment &
Foundation client service group at Wellington Management
Seix Advisors LLC