Panelists

Keynote Speakers

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Aaron Bennett is UPP's Chief of Investment Officer and leads all aspects of UPP's global investment strategy and operations. He brings over 16 years of investment experience, with expertise in strategic asset allocation and responsible investing. Across his roles as Jarislowsky Fraser Global Investment Management, Ontario Teachers' Pension Plan, and mid-sized Canadian investment banks, he has supported systemic and robust investment analysis, policy formulation and strategic implementation across portfolios and asset classes. 

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A A R O N  B E N N E T T

Chief Investment Officer

University Pension Plan
M O R E
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Scott Conners is a Managing Director, President and Investment Committee Member with FlowStone Partners, Scott is responsible for product development , fundraising, transaction origination, due diligence, structuring, and closing. Since 1993, he has sourced or been directly involved with the investment of nearly $7 billion. Prior to joining FlowStone Partners, Scott spent 22 years at Landmark Partners, one of the oldest and one of the leading private equity and real estate secondary purchasers. He joined Landmark in 1993 in the very early days of the private equity secondary market's development. Scott participated in the market's growth from less than $500 million per year in transaction volume to over $40 billion a year.

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S C O T T  C O N N E R S

Managing Director + President

FlowStone Partners
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Hazlitt Gill is a Senior Research Director for Global Manager Research (GMR), a division of Wells Fargo Investment Institute. The GMR team conducts due diligence and provides research on the third-party money managers used throughout Wells Fargo's brokerage, private banking, family wealth and retirement businesses. In his role, Hazlitt oversees the investment manager research for alternative investments. Prior to joining Wells Fargo, Hazlitt was the Chief Investment Officer for RLJ Select Investments LLC.

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H A Z L I T T  G I L L

Senior Research Director

Wells Fargo Investment Institute
M O R E
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Grant Jaffarian the Portfolio Manager of Crabel Advanced Trend and a member of the firm's Executive Committee. Grant joined CCM in 2014 as part of its acquisition of AlphaTerra where he was the Founder and Chief Investment Officer at Efficient Capital Management. He began his career at Belgium-based Analytic Investment Management, a high turnover futures manager acquired by Robeco Bank. From there, he went on to found Petra Intraday, a short-term systematic investment manager, before joining Efficient.

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G R A N T  J A F F A R I A N

Portfolio Manager

Crabel
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Shael Soberano, CFA, is the Chief Investment Officer of Sharno Group, a privately owned independent principal investment group and family office focused on identifying strategic, value-add investment opportunities across a wide range of traditional and alternative asset classes and strategies. Shael brings the most current analytical tools and rigorous discipline to the financial analyses he utilizes in capital allocation decisions. Shael developed and refined his financial expertise as a securities analyst and principal investor across a wide array of alternative investments.

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S H A E L  S O B E R A N O

Chief Investment Officer

Sharno Group
M O R E
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Deborah Ann Trott has over 15 years of investment management industry experience. Over her career, she has focused on delivering strategic portfolio solutions. Ms. Trott spent over a decade at Cpp Investments and was most recently part of the Active Program Strategy Team where she gained experience on a broad range of active investment strategies. As a senior member of the team, she led the implementation of portfolio solutions. Previously, Ms. Trott was part of the Asset Allocation and designed risk sharing mechanisms for pension liabilities. Deborah Ann is currently the Founder and Director of Trott Lombardo Consulting and continues to provide innovative solutions to the financial sector.

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D E B O R A H  A N N  T R O T T

Founder & Director

Trott Lombardo Consulting
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John P. McCormick is a leader in the asset management and broader financial services industry, with a track record of building global, innovative, and high-performance organizations. As Global Group Head of Blackstone Alternative Asset Management ("BAAM"), the $82 billion AUM hedge fund and asset management division of The Blackstone Group, John led BAAM to record financial results, with strong growth in revenues, distributable earnings, and fee related earnings. 

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J O H N  P .  M C C O R M I C K

Asset Management Executive

Yale Law School
M O R E
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Constant M. Everson is Managing Director of the economic & investment strategy consulting firm,  Capital Markets Outlook Group (CMOG) in Boston, which she founded with a colleague in 1992. The firm has managed to identify every major turning point for major asset classes since its founding. Connie is represented by the CFA Institute Speakers Bureau, and is a past-president of the Boston Economic Club. She serves on the investment committee of Mass PRIM, the pension fund for public employees in Massachusetts, and investment and audit committees of the Weredale Foundation in her native Montreal.

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C O N S T A N C E  M . 

E V E R S O N

Managing Director

Capital Markets Outlook Group, Inc.
M O R E
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Jodie M. Gunzberg is Managing Director at CoinDesk Indices. Shel leads index product management and strategy, as well as serves as the company's public facing spokesperson. Prior to joining CDI, Jodie was the Chief Institutional Investment Strategist, Wealth Management at Morgan Stanley. She served as head of the Graystone Investment Office supporting the investment needs of Graystone Consulting, which include the supervision and guidance of the Graystone Discretionary program. Jodie was also responsible for creating institutional model portfolios for ultra high net worth, pensions, endowments and foundations, and managed a robust platform of thought leadership aimed at exclusively at the needs and concerns of institutional clients.

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J O D I E  M .  G U N Z B E R G

Managing Director

CoinDesk
M O R E
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Darryl Orom is a Portfolio Manager, Public Equities with Albera Investment Management Corporation (AIMCo). Prior to joining AIMCo in 2021, Darryl served as Head of Absolute Return Investments with Alberta Teachers Retirement Fund (ATRF) after working in senior investment roles with two major Canadian bank-owned investment dealers. Darryl holds a Bachelor of Commerce degree from the University of Alberta, is a Chartered Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI).

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D A R R Y L  O R O M

Head of Absolute Return

Alberta's Teachers' Retirement Fund
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Pierre-Philippe Ste-Marie has 25 years of experience in the financial industry working with fixed income and cross asset absolute returns teams. He has initiated and unwound absolute returns and indexed portfolios and managed Canadian, US and European cross asset exposure levered and unlevered as a team leader (CEO, CIO) as well as a portfolio manager.

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P I E R R E - P H I L I P P E 
S T E - M A R I E

Visiting Researcher

Bodhi Research Group

Speakers