Keynote Speaker




The Roundtable



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.


Jon Lukomnik
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 Committee.


 Consultant
 World Bank


Todd Peters
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
 Investment Committee


John Wolfe
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
 Wolfehaus LLC


Mark Ahern
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 Company.



 Managing Director
 Seix Advisors LLC







Agenda