Howard J. Beber
Partner/Co-Head, Private Investment Funds Group, Proskauer
Howard J. Beber is a partner in the Corporate Department and co-head of the Private Funds Group, which is recognized by Chambers Global, Chambers USA and US Legal 500. His practice focuses on representing private equity funds and institutional investors on a broad range of issues including fund formations, secondary transactions and portfolio investments.
Howard is actively involved in all stages of fund formation and fund sponsor representation, counseling on terms and marketing strategy, preparing offering documents, negotiating with placement agents, drafting partnership and general partner documents, negotiating with investors and providing advice on internal general partner and management company issues. His clients range from newly formed firms to a number of leading firms in the private equity industry. In addition, he routinely represents some of the most active institutional and fund-of-fund investors when investing in venture capital, buyout, real estate and other private investment funds, as well as co-investment transactions. Howard also represents institutional investors in connection with the acquisition and sale of partnership interests on the secondary market and has worked with several management teams on large spin-out transactions.
Howard has been an active member of the Private Funds industry for many years. He is frequently invited to speak at major industry events and has authored numerous articles regarding managing and investing in private investment funds. Howard is a contributing author to “The Business of Venture Capital,” a leading book on the venture capital industry.
Daniel Berkowitz, CFA
Investment Analyst, Vanguard
Daniel Berkowitz is an investment analyst in Vanguard’s Investment Strategy Group. He covers a wide range of investment topics, with a specific focus on the use of active management in portfolio construction, including active/passive combinations, alternative investments, and factor-based investing.
Mr. Berkowitz joined Vanguard in 2014 through the Vanguard M.B.A. Development Program, rotating through Vanguard International, Institutional Advisory Services, and Investment Strategy Group. He officially joined the Investment Strategy Group in 2015.
Mr. Berkowitz earned both a B.S. and M.B.A. from Cornell University. He also is a CFA® charterholder and member of the CFA Society of Philadelphia.
Libby Cantrill, CFA
Managing Director, Head of Public Policy, PIMCO
Libby Cantrill is a managing director and the head of public policy for PIMCO. In this capacity, she helps to coordinate the firm’s response to public policy issues and analyzes policy and political risk for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s New York Office and is a founding member of PIMCO Parents and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide to a member of Congress and also worked in the investment banking division at Morgan Stanley. She has 15 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. She is also a CFA charterholder and a regular contributor to Bloomberg and CNBC.
President, Euclidean Capital
Ashvin Chhabra is the president of Euclidean Capital. Euclidean Capital is responsible for the management of investments for James H. Simons & Marilyn Simons and their associated foundations. The Simons Foundation is dedicated to advancing research in basic science and mathematics. It is currently one of America’s two or three largest private funders of these areas. Other major initiatives include the Autism research initiative to improve understanding, diagnosis and treatment of autism spectrum disorders, as well as Math for America whose mission is to upgrade the quality of math and science teachers in our public schools.
Ashvin was Chief Investment Officer and head of investment management and guidance at Merrill Lynch Wealth Management from 2013-2015. He was the Chief Investment Officer at the Institute for Advanced Study from 2007-2013 and Managing Director and head of wealth management strategies and analytics for Merrill Lynch’s Global Private Client Group from 2001-2007. Prior to that, he was head of quantitative research at J.P. Morgan Private Bank.
Ashvin is also the author of The Aspirational Investor, published by Harper Collins in 2015. He is widely recognized as one of the founders of goals based wealth management and for his seminal work “Beyond Markowitz” which integrates Modern Portfolio Theory with Behavioral Finance and proposes a novel Wealth Allocation framework.
Ashvin is the immediate past-chair of the Board of Regents for the Financial Analysts Seminar of CFA Institute. He is also a member of the international advisory board of EDHEC-Risk Institute, the Board of Trustees of the Stony Brook Foundation, and the investment committee of the Institute for Advanced Study. Ashvin has lectured at Yale University, Carnegie Mellon University, Columbia Business School, Baruch College CUNY, and the University of Chicago. He holds a PhD in applied physics from Yale University in the field of non-linear dynamics (Chaos theory).
former Chief Investment Officer, Single Family Office
Andrew Eberhart is the former chief investment officer for the Heinz Family Office (HFO) where he directed the investment of the family’s personal assets and charitable entities. Prior to joining the HFO, Andrew worked for several Wall Street firms including: Lazard Wealth Management; The Marshall Fund; Citigroup Private Bank; US Trust Company; and Cambridge Associates. He has extensive experience investing globally across traditional and alternative investments, including Iraq, where the Marshall Fund focused its investment efforts. Andrew began his career as a U.S. Navy carrier pilot and retired with the rank of Captain. Andrew holds an M.B.A. from the Wharton School of the University of Pennsylvania and an undergraduate degree from Cornell University.
Kristi Hanson, CFA
Partner, NEPC, LLC
Kristi Hanson is a partner at NEPC, an investment advisor with a diversified client base. Located in NEPC’s Portland, OR office, Kristi co-leads the firms Private Wealth Practice. Kristi brings over twenty-eight years of investment research and advisory experience in the Private Wealth marketplace with extensive experience in alternative investments, investment research, portfolio management and serving as a client advisor. She has spent her career partnering with family offices and ultra-high net worth individuals in selecting appropriate investments customized to meet their unique needs.
Prior to joining NEPC in 2017, Kristi spent eighteen years at CTC l myCFO and its predecessor companies where she held a number of senior leadership roles including Director of Research and President of CTC Consulting. Additionally, Kristi was the lead portfolio manager on several hedge fund of funds.
Kristi is a graduate of the University of Idaho, earning her B.S. with highest honors, with majors in accounting and finance. She now serves on the University of Idaho Foundation Board and is vice-chair of the investment committee. Kristi holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Portland, Oregon. Kristi is also an Advisory Board member for Women’s Venture Capital Fund II and is a member of the Endowment Committee of The International School in Portland.
Co-Founder and Principal , V3Limited
Todd Kellerman is a co-founder of V3Limited, a boutique investment advisory firm providing family offices, investment advisors and institutions with customized investment services to actively manage and implement exit strategies for private fund and direct Tail End and other challenged/turnaround investments.
Todd has over 15 years of principal investment and advisory experience working with stakeholders and advocating for clients (investors, operating companies, creditors and debtors) in special situations - including high growth, and distress/turnaround (direct and U.S./off-shore fund structures) - in such industries as financial services, real estate, business services, and manufacturing.
Prior to V3, Todd served as Managing Director at an investment advisor where he managed a private investment portfolio serving in various principal capacities, including investor representative, board member and chief restructuring officer. Previously, Todd was Chief Financial Officer at Direxion, an investment firm offering alternative investment strategies to registered investment advisors and institutional investors. Previously, Todd was Vice President of Corporate Development at Raven Holdings, a private holding company providing advisory services and making principal investments in the investment management and insurance industries. Todd began his professional career at Arthur Andersen where he served as a business consultant and auditor to clients in multiple industries.
Todd received his M.B.A. from the F.W. Olin School of Business at Babson College and his B.S. in Accounting from the University of Miami.
Steven Kennedy is a director with PwC’s Tax practice and a member of the national opportunity zone team where he works with clients all over the country on opportunity zones.
He has a deep understanding of the opportunity zone program and is a recognized national leader in the opportunity zone space and frequently speaks on this topic at industry events and programs.
He has worked with hundreds of real estate funds, private equity funds, their stakeholders and other companies including family offices on understanding opportunity zones and forming opportunity funds. Examples of his work include educating clients on the mechanics of the program, structuring, forming and operating opportunity funds and diligencing potential opportunity zone projects.
Steven is also part of the PwC real estate deals network and has significant experience in real estate transactions and due diligence.
Managing Director, Head of Manager Research, Greycourt & Co.
Matthew Litwin is Head of Manager Research and Managing Director at Greycourt, and also serves as a member of the management committee. He is responsible for overseeing Greycourt’s manager research efforts, including traditional, long-only managers and alternative asset managers including hedge funds, private equity, real estate and real assets. In this capacity, Matt manages a dedicated team of research analysts and works closely with the firm’s advisors to identify and evaluate best-in-class investors for the benefit of Greycourt clients.
Matt originally joined Greycourt’s Portland, Oregon office to run alternative asset research before being promoted to head of research. Matt’s career began on the sell-side as an equity research analyst at Goldman Sachs, having joined the firm shortly after graduation from college. He was promoted to associate analyst after a year at the firm, and had sole coverage of several retailing sectors. Following the firm’s IPO, he left with the managing director who ran his group to start Uncommon Goods, a specialty retailer that sells its products via catalog and the web. After helping to establish the operations side of that business, Matt began a career on the buy-side, initially as an analyst covering consumer and retailing companies for Andor Capital Management, a large equity long/short hedge fund based in Manhattan, and later at Viking Global Investors in Greenwich, CT, also a long/short hedge fund. After his first two years at Viking, Matt was given the responsibility of solely managing a consumer sector portfolio for Viking.
Matt is a member of the board of directors for Ring Family Group, LLC, a natural resources-related family holding company, and is a former trustee and treasurer of the French American International School.
M. Machua Millett, Esq.
Managing Director, General Partner Liability Product Leader, Marsh USA, Inc.
Machua Millett is the Chief Innovation Officer for Financial and Professional Liability Practice U.S. and the General Partner Liability Product Leader at Marsh, a role in which he serves as a technical expert and claims advocacy resource on management and professional liability issues for private and public companies and private equity, venture capital and hedge fund managers. He therefore works on a regular basis with companies making the transition from private to public through initial public offerings (IPOs), D&O/Management Liability, Pension Trust Liability, Fidelity/Crime, Employment Practices Liability, Private Equity/Venture Capital Professional Services Liability, Internet/E-Commerce/Cyber Liability, Kidnap & Ransom and Merger & Acquisition Facilitation products. He is also a member of Marsh’s IPO Task Force, Global GPL Working Group, Product Innovation Team, and the Business Development Chair for the company’s Hispanic Colleague Network.
Machua came to Marsh after ten years as an attorney at Skadden Arps, Bingham McCutchen and Edwards Angell Palmer & Dodge, where he practiced law as an intellectual property, securities and general commercial litigator and insurance coverage defense lawyer. He has extensive experience crafting insurance contracts and litigating, arbitrating, mediating and negotiating the settlement of complex securities, intellectual property, business and insurance coverage disputes. He has a J.D. from Harvard Law School and a B.A. from Tufts University.
Patrick Parisi, CIMA®
Director, Investment Advisory Services, BMO Family Office
Patrick Parisi is a Director at BMO Family Office, an integrated wealth management provider that serves ultra-affluent individuals, families and family offices across their tax, estate, investment, philanthropic, risk and family capital needs.
Patrick’s primary responsibility is to assist clients with the management of their portfolios. He is directly involved in developing and implementing long-term investment policies, analyzing client portfolios, recommending appropriate portfolio allocations and advising on traditional and alternative investment managers.
Prior to joining BMO family Office in 2004, Patrick was the director of manager research at an institutional investment advisory firm, where he designed and implemented the manager research process. He had previously worked as a senior research analyst where he supported consultants and evaluated traditional and alternative investment managers. Patrick has been in the investments industry since 1995. Patrick is also a trustee of the RiverWoods Company, a not-for-profit life care community, where he serves as the chair of the investment committee.
Patrick is a member of Investment Management Consultants Association and the Boston Security Analysts Society. He received a B.S. with honors in business administration from the Whittemore School of Business at the University of New Hampshire.
Peter S. Pauley, CFA
Founder and Chief Executive Officer, (qp) global family offices
Peter S. Pauley is the founder and chief executive officer of (qp) global family offices, a unique professional services firm that manages the investments and family offices on behalf of a small collection of significant families from around the world. Before founding (qp) in 2017, he was the CIO and COO of Seven Valleys, the single-family office of a well-known self-made Asian real estate mogul. He built that family office from scratch, hiring the team, developing the asset allocation and investment strategy, constructing a cross border tax and estate plan, advising the family on its entire balance sheet, developing and overseeing multiple global banking and investment relationships, and deploying in excess of a $1 billion of investments across all asset classes.
Peter has an extensive global network of other single-family office CIOs, investors, and top family office service providers. Other experience includes multi-asset class portfolio manager at two leading RIAs, SVP at the Capital Group, and principal investment banking in the Corporate Development Group at Bankers Trust. He earned an M.B.A. from Columbia Business School, a B.A. from Duke University and holds the Chartered Financial Analyst (CFA®) designation.
Head of Strategy and Research, Bentall Kennedy (U.S.) LP
Doug Poutasse is Executive Vice President and Head of Strategy at Bentall Kennedy, with overall responsibility for directing the Canadian and U.S. research teams. He serves on Bentall Kennedy’s Group Management Committee, and U.S. Executive and Investment Committees.
Doug has over 30 years of experience as an economic analyst and forecaster. Prior to joining Bentall Kennedy in 2010, Doug served as the Executive Director of The National Council of Real Estate Investment Fiduciaries (NCREIF), and chaired the Real Estate Information Standards Board from 2007-2010. Prior to his work at NCREIF, Doug was the Chief Investment Strategist for AEW Capital Management, where he chaired the Investment Policy Group, was a standing member of the Investment Committee and oversaw AEW Research, the firm’s in-house research group. Prior to joining AEW in 1991, Doug was with F.W. Dodge, where he managed real estate and construction forecasting, and with DRI/McGraw-Hill as Manager of Metropolitan Forecasting.
Doug holds a BA from Harvard University. He is a member of the Urban Land Institute and the Pension Real Estate Association (PREA). In 2005, PREA awarded Doug the Graaskamp Award for his high-quality research in the area of institutional investment in real estate.
Adam Tooze, PhD
Author, Crashed: How A Decade of Financial Crises Changed the World, Professor of History and Director of the European Institute, Columbia University
Prize-winning historian, writer and commentator, Adam Tooze combines deep historical expertise with up to date economic analysis to answer questions about current and future political power and economical shifts that could be used to navigate in our dynamic contemporary world. Adam has advised governments and ministries and toured the world as a lecturer.
Professor Tooze’s new book, Crashed: How A Decade of Financial Crises Changed the World, was described by the Financial Times as “monumental narrative history” of the financial crisis of 2008 and its global aftermath. The Observer declared it the most significant effort to date to comprehensively analyze the impact of the financial crisis not just on the United States and Europe, but in Eastern Europe, Russia and Asia as well.
Tooze teaches at Columbia University where he is the Kathryn and Shelby Cullom Davis Professor of History and the Director of the European Institute. Adam previously taught from at the University of Cambridge and at Yale University, where he was the Barton M. Biggs Professor of History and the Director of International Security Studies. Adam served as Thomas Hawkins Johnson Visiting Professor in Military History at West Point.
Juan Fernando Valdivieso
Managing Director, Real Estate Investments, OLS Capital
Juan Fernando Valdivieso has been actively involved in real estate investing since 2004. Juan Fernando joined Peninsula Investments and OLS Capital in 2015 as Managing Director of Real Estate Investments. Juan Fernando is responsible for leading the efforts in the US and Latin America in student and senior housing, in partnership with leading specialized developers/operators.
Prior to Peninsula, Juan Fernando founded and led various private equity, consulting and real estate companies, including Abu Dhabi Equity Partners, focused on investments in agribusiness and real estate in emerging markets, Gulf Housing Solutions, focused on staff and workforce housing in the UAE, Dubai Equity Partners, a US-based real estate investment company and Park Street Advisors, a boutique strategy consulting and private equity firm. Prior to that, Juan Fernando was a junior partner with McKinsey & Co. where he worked for seven years.
He earned his MBA from the MIT Sloan School of Management and his BA degrees in Economics & Business and International Affairs from Lafayette College. Juan Fernando was awarded the Wall Street Journal Achievement Award in Economics, as one of the top Economics undergraduates in the United States.
Co-Founder and Principal, V3Limited
Tim Wray is a co-founder of V3Limited, a boutique investment advisory firm providing family offices, investment advisors and institutions with customized investment services to actively manage and implement exit strategies for private fund and direct Tail End and other challenged/turnaround investments.
Tim has over 20 years of principal investment experience including healthcare, media, retail products, financial services, energy, chemical, manufacturing, technology/telecom services, and heavy car/truck manufacturing. Prior to V3, Tim was a partner at an investment adviser overseeing the recovery for a portfolio of legacy direct private equity and debt investments for its clients.
Previously, Tim served as interim CFO for Creditex Group Inc., an inter-dealer CDS brokerage firm, helping transform the company from a niche player into its industry’s largest electronic trading platform industry. Prior to Creditex, Tim worked for a $1.3 billion fund, Questor, executing LBO equity or debt distressed acquisitions and turnarounds of troubled and bankrupt middle market companies. Prior to Questor, Tim was the CEO of U.S. Plastics Inc., managing the operating and financial restructuring of a poorly managed, mid-sized manufacturing company.
Tim served on the U.S. National Rowing Team for five World Championships and is a two-time Collegiate National Rowing Champion. He received his Masters of Science in Management as a Sloan Fellow from the Stanford University Graduate School of Business and his B.A. in English Literature from Princeton University.
Family Office Exchange Presenters
Paulina Cromwell, CFA
Product Manager, Family Office Exchange
Paulina Cromwell is a product manager at Family Office Exchange (FOX). She is responsible for client education, advisory, and research related to Impact Investing & Philanthropy. Paulina cares deeply about helping families align their activities with their values. She works with families to achieve their goals across the family enterprise, including charitable giving, impact investing, and business initiatives.
Prior to joining FOX, Paulina was a portfolio manager in the Family Office Investment Advisory Practice at Northern Trust. She worked with family offices and their foundations on investment strategy, asset allocation, portfolio construction, and manager selection. She also led the team that conceived Northern Trust’s Family Office Consulting business. Paulina began her career in Corporate Strategy, focused on the company’s M&A activities and the annual strategic plan with the Board of Directors.
Paulina received a B.S. Degree in Finance from Florida State University, with a Minor in History. She is a Chartered Financial Analyst® (C.F.A.) charterholder and a member of the C.F.A. Society Chicago. Paulina is also involved with several mentorship and financial coaching organizations throughout the Chicago area.
Charles B. Grace, III
Managing Director, Family Office Exchange
Charles B. Grace, III is a managing director at Family Office Exchange (FOX). In his role, he works on Advisory and Educational Services projects for families and family offices as well as advisor clients. Assignments have included projects focused on strategic planning, family office and family enterprise design, family governance, selection of investment or wealth advisors, best practices, and benchmarking, among others. On the membership side of the FOX business, Charlie works on select relationships and develops and delivers content using deep subject matter expertise.
Charlie has been active for 20 years in the family office community advising ultra-wealthy families and serving as a resource to multigenerational families and family offices. Prior to joining FOX, he spent almost 10 years at the multi-family office Ashbridge Investment Management LLC and the single-family office Ashbridge, LLC. His responsibilities included client relationships, business development, service on the firm’s investment committee, and Chairman of the Management Committee of the $1 billion investment advisory firm. He still serves on the Board of the single-family office Ashbridge, LLC.
Charlie is on the Executive Committee, Investment Committee and serves as Treasurer of the nonprofit Tuttle Fund, Inc. in New York City. He graduated from the Washington College of Law with a J.D. Charlie received a B.A. and M.A. in history from Bates College and American University, respectively.
Nate Hamilton, CFA
Advisory Board Member, Family Office Exchange
Nate Hamilton, CFA, is currently Co-Founder and Managing Partner of Heritage Partners Group, a private equity investment and operations platform focused on the acquisition and roll-up of consumer retail and information services businesses. Nate has significant experience in partnering with and investing alongside private family capital and family-owned businesses. Prior to founding Heritage, he worked in investment banking, sales and trading and private equity across several institutions including Goldman Sachs, UBS and as a co-founder of FDX Capital, a direct-investment platform built for FOX family offices. Nate currently sits on the Advisory Board of Family Office Exchange and is a consultant to the Direct Investment Network. He earned his Bachelor’s degree in Economics from Vanderbilt and an MBA from the University of Chicago Booth School of Business.
Founder and Chief Executive Officer, Family Office Exchange
Sara Hamilton is the founder and chief executive officer of Family Office Exchange (FOX). Sara is a recognized visionary and credited with professionalizing the family office industry. Sara founded FOX in 1989 as a peer network for family office executives. Within 10 years, FOX could see that families needed help with their enterprise vision, managing financial transitions, and educating family members on responsible ownership.
Today, Sara provides strategic direction for FOX and leads the development of new programs and services supporting family enterprises, family office executives, and wealth advisory firms in more than 27 countries. FOX has built a unique team of professionals serving multi-generational families, led by 15 technical experts who are supported by a dedicated team of 30 additional employees based in Chicago, New York, San Francisco, Sydney, and Madrid.
Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times. She also serves on the executive education faculty of the University of Chicago Booth School of Business, where she is an adjunct faculty member for their Private Wealth Management course. She is on the founding boards for the International Private Directors Association and the Foundation for Gender Equality.
Managing Director, Investor Market, Family Office Exchange
Kristi Kuechler is the managing director of the Investor Market for Family Office Exchange (FOX). In her role, Kristi develops content and programming for FOX learning events, including the Global Investment Forum. Kristi also moderates both the FOX Direct Investing Network and the Investment Network. Kristi opened the West Coast office for FOX and is based in San Francisco.
Kristi joined FOX after five years as Partner and Managing Director of Lattice Strategies, an investment firm based in San Francisco. Prior to her work at Lattice, Kristi served as President of the Institute for Private Investors (IPI), where she was responsible for content and curriculum development and oversaw all matters related to membership. Kristi also created the Private Wealth Management program offered at Stanford University and ran it for three years.
Kristi has a B.A. degree from University of California-Davis, and an M.A. degree in educational policy from Stanford University.