Alumni

9th Annual Alternative Strategies Panel

Chicago Booth Alumni Club of New York City

September 25, 2019: 6:00 PM - 8:00 PM

Join NYC-area Chicago Booth alumni and friends for an upcoming panel featuring investors and managers.

Where

3 West Club
3 West 51st
New York, New York

Event Details

With political theatrics and a potential emerging markets debt bubble, will we see the global economy slow down and what are the implications for different asset classes?

6:00 PM-7:00 PM: Registration, Reception & Networking
7:00 PM-7:45 PM: Panelist Discussion
7:45 PM-8:30 PM: Questions and Answers
8:30 PM-9:00 PM: Networking

Cost

$40 before September 24
$45 after September 24

Registration

Register Online

Deadline: 9/25/2019

Speaker Profiles

Pete Keliuotis (Speaker) '97
Executive Vice President, Alternatives Consulting Group, Callan

Pete Keliuotis, CFA, is an Executive Vice President and the head of Callan's Alternatives Consulting group, which includes the Private Equity and Hedge Fund Consulting teams. In addition to leading these teams, he performs research and advises clients' alternatives investment portfolios. Previously, he was a senior managing director of Cliffwater LLC and a senior member of their Portfolio Advisory team, specializing in alternatives market investing for institutional clients. Prior to joining Cliffwater, Pete was a managing director and the CEO of Strategic Investment Solutions ("SIS"), where he led the General and Private Markets Consulting teams and advised several large institutional investors. Previous experience includes Mercer Investment Consulting, where Pete was a principal and senior consultant, Hotchkis and Wiley in Los Angeles and Northern Trust Company in Chicago.

Pete earned a BS in economics from the University of Illinois at Urbana-Champaign, his MBA in analytic finance from the University of Chicago Booth School of Business, and he is a holder of the right to use the Chartered Financial Analyst® designation

Daniel H. Lerner (Speaker) '87
Head Trader, Co-Portfolio Manager, Eos Group

Prior to joining Eos in 2008, Dan was previously a high yield credit trader at Lehman Brothers, where he traded the consumer and retail sectors. Prior to Lehman, Dan traded high yield at KBC and Grantchester, a division of Wasserstein Perella. Dan has previously traded options on the American Stock Exchange, and he was an investment banker in mergers and acquisitions at Salomon Brothers and Peter J. Solomon Company. Dan has a BA in Economics from the University of Chicago.

Vladimir Krin (Speaker)
Partner - Deputy CIO and CRO, Rohatyn Group

Vladimir Krin is a Partner and serves as the Deputy Chief Investment Officer and Chief Risk Officer. He also oversees IR & Business Development. He is a member of TRG's Executive Committee and is based in New York.

Mr. Krin has over 20 years of experience both in emerging and developed markets. Prior to joining TRG in April 2006, Mr. Krin worked at Goldman Sachs from 1997 to 2006. Most recently, he served as Vice President in the Market Risk Management Group there, leading a team in conducting risk analysis and analytical support for the fixed income and equities divisions' franchise and proprietary trading activity. Mr. Krin started his working career with Morgan Stanley as a Financial Auditor.
Mr. Krin holds a Bachelor of Science degree in Accounting and a Master of Business Administration degree in Finance from New York University.

Frank Van Etten (Speaker)
Executive Vice President - CIO, Nuveen Solutions

Frank is responsible for leading Nuveen's Solutions business which delivers expertise across asset classes to clients through advice and insights, packaged investment capabilities and custom mandates. He leads the effort to build Nuveen's multi-asset platform and a unified solutions organization with the goal of delivering a seamless client experience.

Previously, Frank was Co-Head of Portfolio Management Investment Solutions at UBS Asset Management, leading a global investment team that was responsible for the investment performance of multi-asset strategies and solutions. Prior to joining UBS, he was Deputy CIO for Multi-Asset Strategies and Solutions at Voya Investment Management. He began his career at ING Investment Management, where he held a variety of investment-related roles.

Tim Bass (Speaker) '94

Tim Bass has 30 years of experience sourcing, structuring and executing transactions. Tim established Hickory CRE Lending in August 2018, at the time he closed a first transaction with a seed capital investor. Tim was a partner at DW Partners and co-head of commercial real estate until April 2018. There he spearheaded the growth of private credit businesses, including creating a CRE lending business that originated ~$500mm of direct loans. He also built a European CRE platform with the acquisition of 43 buildings for ~€300mm. Previously, Tim spent four years at Barclays Capital, in credit trading; two years at Pardus Capital, a credit hedge fund; and nine years at Debevoise & Plimpton, as a deal lawyer. Tim started his career at Chemical Bank, where he went through credit training. Tim has a JD and an MBA from The University of Chicago and a BA from Yale University; he also received the CFA designation.

Gilbert Ong (Speaker) '09
Managing Director, Nuveen Solutions

Gilbert Ong is a member of the Multi-Asset Solutions group at Nuveen (a TIAA company), where his focus is on quantitative research, portfolio construction and risk analytics. Previously, he served as a Senior Director in the Investment Risk group for TIAA's General Account focused on developing a framework to model private assets. Prior to joining TIAA, Gilbert was an Executive Director in the hedge fund consulting group and managed a presales analytics team at MSCI.

Over the past 20 years, Gilbert also worked as Quantitative Analyst/Strategist at hedge fund, Platinum Partners, lead Asia structured credit analyst at Fitch Ratings and CIBC World Market and as a quantitative credit portfolio manager at UOB/OCBC Asset Management. Gilbert started his career in Asian Equity Research in Salomon Smith Barney. He holds an MBA from the University of Chicago, Booth School of Business, a MA in Statistics from Columbia University and a Bachelor of Accounting (Honors) from Nanyang Technological University in Singapore. He is also a CFA Charterholder.

Questions

Gilbert Ong