Premier Event: Inaugural Asset Owner Series
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CFA Society New York (“CFANY”) pioneered the Asset Owner Series (“AOS”) in 2015 with the purpose of showcasing “a collection of exclusive events for investment industry executives looking to improve their asset management strategies and advance their market knowledge with the guidance of some of the most experienced minds CFANY has to offer.” CFA Society North Carolina (“CFANC”) will follow in CFANY’s footsteps by bringing the AOS to Charlotte beginning fall 2019. On an annual basis CFANC will assemble a panel of senior-level investment executives from a broad range of industries to share their unique insights. Panelists will represent sovereign wealth funds, insurance companies, single-family offices, multi-family offices, endowments, foundations, private banks, national pensions, corporate pensions, institutional investment consultants, public pensions, etc. Please see below for additional details.
Chief Investment Officer
Ray Jacobson has been the Chief Investment Officer at Davidson College since the summer of 2008. He leads a small, experienced team that oversees all aspects of investing the college’s endowment. The value of the endowment is approximately $860 million, and the portfolio has a significant allocation to alternatives, namely hedge funds and private funds. Davidson’s endowment has consistently achieved strong absolute, relative, and risk-adjusted returns. Prior to Davidson, Mr. Jacobson served for four years as the first investment officer for the Golden LEAF Foundation, a nonprofit established to increase economic opportunities in North Carolina. He began his endowment career in 2001 at DUMAC, the investment office for Duke University. Earlier in his career, he worked at Bloomberg Financial Markets and Brown Advisory. He received an M.B.A. from Duke University, an M.S. from Clemson University, and a B.A. from Rutgers University. Mr. Jacobson has been a CFA Charterholder since 2001. He serves on the Boards of Woodlawn School, The Pines at Davidson, and The Investment Institute. Ray lives in the town of Davidson with his wife and their four children.
Head of Direct Investments
Duke University Management Company
Evan oversees Direct Investments for Duke University Management Company (“DUMAC”). DUMAC manages $18 billion on behalf of Duke University and affiliates investing globally across all asset classes. Direct Investments spans global equities, commodities, credit, currencies, and market neutral strategies. Prior to joining DUMAC, Evan co-founded and managed Brightleaf Partners, a long/short US equity hedge fund. Brightleaf Partners focused primarily on consumer micro-cap companies and managed assets for high net worth and institutional investors for 7 years before closing during the 2009 Financial Crisis. Prior to Brightleaf Partners, Evan founded and was Chairman/CEO of TSI Soccer, a mail order catalog retailer focused on soccer enthusiasts. TSI Soccer was one of Inc. Magazines 500 Fastest Growing Companies in the US for two consecutive years (1993/1994). TSI Soccer distributed 7 million catalogs, operated 12 retail stores, and created one of the sporting goods industries first e-commerce sites. TSI Soccer was sold to a publicly traded company (Delias: DLIA) in 1998. Evan has taught Entrepreneurship and Investment Management at Duke University since 1998. He is a graduate of Duke University (BA'87), University of North Carolina Kenan Flagler (MBA'93), and is a CFA charterholder.
President and Chief Investment Officer
Broyhill Asset Management
From an early age, Chris demonstrated a combination of creativity and problem solving that made his career path crystal clear. He dreamed of becoming an architect, excelled at drafting in high school and interned for an architectural firm based out of a Frank Lloyd Wright home in NJ while beginning his undergraduate study in PA. As he would later learn several times throughout his career, he was “early” in his thinking, as the housing boom was still a decade in the future. Luckily, the stock market boom was in full force in the 1990s, and Chris realized that his creative talent and analytical abilities were equally suited for constructing homes or portfolios. While most of the business world remains allergic to fun, Chris is still looking for any correlation between appearing to be serious and actually being good at what you do. In the meantime, he comes into the office each day with a childlike curiosity because he loves his work and looks forward to the challenges it presents. Chris is the President and Chief Investment Officer of Broyhill Asset Management and Vice President and Chief Investment Officer of BMC Fund, a registered investment company. He is a CFA Charterholder, Past President of the Board of the CFA Institute’s North Carolina Society and has some sweet moves on the dance floor. Carol reminds him on a daily basis that although he didn’t have the good fortune to be born or raised in the South, Chris is an official Southerner-In-Training and understands the importance of sweet tea and the multiple meanings of “bless your heart.”
Managing Director and Head of Alternative Investment Strategy
Chief Investment Office within Bank of America Corporation
Anshul K. Sharma is a Managing Director and Head of Alternative Investment Strategy for the Chief Investment Office (CIO) within Bank of America Corporation supporting Merrill and Bank of America Private Bank. In this role, Anshul is responsible for leading and managing the suite of Alternative Investment strategy portfolios and managed solutions across the wealth management businesses. He is also a regular contributor to the investment thought leadership publications and has authored several pieces on alternative investments. Previously at Bank of America Private Bank (formerly U.S. Trust), Anshul was responsible for developing the strategic asset allocation framework, capital market assumptions, and quantifying tactical asset allocation decisions. Preceding this role, Anshul was an associate in the Research Investment Committee team at Merrill (formerly Merrill Lynch) where he specialized in asset allocation modeling using alternative investments and contributed to commentary on alternative assets. Prior to joining Bank of America, Anshul worked at RCM Capital Management in San Francisco, where he combined quantitative and fundamental analyses to help manage a domestic large-cap value equity portfolio. Anshul began his career as a proprietary equity trader with Momentum Securities in New York. Anshul earned his B.S. degree in Computer Engineering from Lehigh University and earned an M.S. in Financial Engineering from the University of California, Berkeley.
Chief Investment Officer
Belk Gambrell Enterprises
Brittany Priester is the Chief Investment Officer (“CIO”) of Belk Gambrell Enterprises, a single-family office located in Charlotte, NC. In her role as CIO, she implements and manages the family’s investment portfolios. Her primary responsibilities include investment policy formation, asset allocation development, manager due diligence and portfolio performance monitoring and reporting. Brittany brings 11 years of investment management experience to Belk Gambrell Enterprises. Prior to joining Belk Gambrell Enterprises in 2018, Brittany was a Portfolio Manager for two sister companies in Charlotte, Rinehart Wealth & Investment Advisory and Maybry McShane Family Offices. The former is a registered investment advisor and the latter is a local multi-family office. Before joining Rinehart/Maybry McShane, Brittany was a Family Investment Associate with GenSpring Family Offices, a nationwide multi-family office in Charlotte. Brittany began her career as an International Investment Analyst at Cambridge Associates, LLC, an institutional investment consulting firm in Washington, DC. Brittany graduated from the University of North Carolina at Chapel Hill Kenan-Flagler Business School with a Bachelor of Science in Business Administration (Concentration in Finance). She also earned a minor in Spanish from UNC – Chapel Hill. Brittany is a CFA charterholder and serves as Vice President on the board of the CFA Society of North Carolina.