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Past Events

Past Education Events:

  • 2019 Fall PAIA / CFASP Educational Event - Opportunity Zones
    • Theresa Nute, Investor Relations, Urban Development + Partners
    • Michael Grenier, Managing Partner, Wy'East Ventures
    • Elizabeth Crouse, Partner, K&L Gates
    • Trent Baeckl, CPA, Partner, Perkins & Co.
    • Kat Miller, Associate, K&L Gates
  • 2018 Fall Educational Event - PAIA Presentation on ESG Investing
    • Austin Head-Jones, CFA, CQF, Manager Research Consultant at RVK, Inc.
    • Anna Totdahl, Investment Officer, ESG & Sustainability at Oregon State Treasury
    • Paulus Ingram, Founder and Managing Member at Inventiv Capital Management
    • John Larkin, Head of Impact Investments and Senior Managing Director at Avenue Capital Group
    • Brad Harrison, Managing Director at Tiedemann Advisors
  • April 2018 PAIA/CFASP Presentation: "Oregon: A Private Equity Pioneer," with John D. Skjervem, CFA, CIO, Oregon State Treasury
  • 2017 Fall Education Event - Shareholder Activism: Creating Alpha Through Strategic Engagement
    • Sam Kavehrad, CAIA, Senrior Manager Reserach Analyst at RVK
    • Scott Ostfeld, Partner and Co-Portfolio Manager, JANA Strategic Investments at JANA Partners
    • Glenn W. Welling, Principal and Chief Investment Officer at Engaged Capital
    • Joshua D. Paulson, Partner at P2 Capital Partners
  • 2016 Fall Education Event - Negative Interest Rates and Their Potential Impact on Returns and Investor Portfolios
    • David Fisher, CFA, Product Manager, Core Fixed Income at PIMCO
    • Mark Okada, CFA, Co-Founder and Chief Investment Officer at Highland Capital Management
    • John Skjervem, CFA, Chief Investment Officer at Oregon State Treasury
  • 2016 Spring Education Event - The US Financial System Seven Years After the Crisis
    • Vincent Daniel, Managing Director and Founding Partner of Seawolf Capital
    • Jason Stock, Founding Partner and Managing Member of M3 Funds, LLC.
    • Paul Carlin, Partner and Director of Research at Irvington Capital LLC.
  • 2015 Fall Education Event - The Knight Cancer Challenge: How Does a $1 Billion Investment in Cancer Research Attract Investment Capital, Management Talent and Cure Cancer?
    • Joseph Carroll, Director of Business Development at the Knight Cancer Institute
    • Kate Corcoran, PhD, Managing Partner at Allegory Venture Partners
    • Dennis McNannay, Executive Director of the Oregon Bioscience Association
  • 2015 Spring Education Event - Liquid Alternatives: the Next Evolution of Alternative Investing
    • Kristi Kuechler, Partner and Managing Director at Lattice Strategies
    • Jeremy Getson, Principal at AQR
    • Kyle McDaniel, Managing Director of Strategic Research & Partnerships at Whitebox Advisors, LLC
    • Dorothy Weaver, CEO & Co-Founder at Collins Capital
    • Thomas Baker, Director, Alternatives Specialists at BlackRock
  • 2014 Fall Event - "Investment Opportunities in a Lower Growth Environment" with John Burbank, Managing Member and CIO of Passport Capital
  • 2014 Spring Education Event - "The Shale Revolution"
    • Libby Toudouze, Portfolio Manager and President of Cushing MLP Asset Management
    • Henry Hager, Product Specialist at KKR
    • Brent Gale, SVP for Legislation, Regulation and Strategy for MidAmerican Energy Holdings Company
    • Mark Thomas, PhD, Director of Hedge Fund Reseach at CTC Consulting

 

Past Networking Event Speakers:

  • Qaisar Hasan, Portfolio Manager at Lombard Odier
  • Chas Craig, CFA, CPA – President & Director of Research at Meliora Capital 
  • Steven Weinstein, Head of TMT Research at M|Science
  • Russell Korgaonkar, Director of Investment Strategies of Man AHL 
  • Jonathan Leong, Founding Partner and Portfolio Manager at Aumakua Capital Management L.L.C. 
  • David Walters, Director, Acquisitions and Dispositions at Olympic Resource Management / Pope Resource 
  • Ben Conte, Director, Commercialization at EXERGY an LO3 Energy Innovation 
  • David Howitt, Founder & CEO at Meriwether Group 
  • Richie Etwaru, Founder & CEO, Hu-manity.co 
  • Ryan Morris, CFA, President at Meson Capital
  • Rishi Ganti, Founder at Orthogon Partners
  • Marcus Parker, CFA, President at Morrison Street Capital
  • Dr. Clark S. Binkley, Managing Director of International Forestry Investment Advisors, LLC
  • William Valentine, CFA, Founder & CIO at Valentine Ventures, LLC
  • Brent Burnett, Managing Director at Hamilton Lane
  • Frank Timons, Founder, CEO and CIO at Pier 88 Investment Partners
  • Aaron Travis, Managing Member at Random Forest Capital
  • John Moody, Portfolio Manager at J E Moody & Company LLC
  • Li Tang, Portfolio Manager at Radnorwood Capital
  • Tim Lynch, Managing Member at Stonepine Capital
  • Angela Jackson, Co-Managing Director, Portland Seed Fund
  • Eric Cress, Principal at Urban Development + Partners
  • Jeffrey Miller, Managing Partner and co-founder of Eight Bridges Capital
  • Linda Weston, past President & ED at Oregon Entrepreneurs Network
  • Charles Mautz, Managing Member at Chinus Asset Management, LLC
  • Bryan Gardner; Managing Partner of Orbital Capital
  • Dino Vendetti, General Partner, Seven Peaks Ventures
  • John Hershey, Director of Alternative Investments at OST