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Past Event Speakers:

  • Ken Vaughn, Director of Impact Investments & Manager, VertueLab / VertueLab Climate Impact Funds

  • Caroline Lewis, Managing Partner, Rogue Women

  • Henry Lam, Executive Director, UBS Prime Brokerage Capital

  • Chris Chen, Co-Founder, Revere VC 

  • Brian Yeh, CIO, Digital Garage / DG Ventures

  • Christopher Leslie, Executive Chairman, MAM Real Assets Americas & Managing Director, Green Investment Group

  • Paul Greenwood, CEO and CIO, Pacific Current Group

  • Giuliana Bordigoni, Portfolio Manager & Director of Specialist Strategies, Man AHL

  • Jason Friedman, Partner & Global Head of Business Development, Marathon Asset Management

  • Kellan Carter, General Partner FUSE Venture Partners

  • Robert Speidel, Senior Vice President, Investment Funds Inland Real Estate Investment Corporation

  • Rod Curtis, Executive Vice President, Investment Funds, Inland Real Estate Investment Corporation

  • Nathan Lillegard, Interim Director of the Lundquist Center for Entrepreneurship, University of Oregon

  • Brooke Pollack, Founder & Managing Partner, Hutt Capital

  • Dr. Yan Liang, Professor of Economics, Willamette University

  • Chi-Chien Hou & Nico Richardson, Managing Directors, AFI Capital

  • Stephen Zhange, Parter, Roc Partners

  • Andrew Nash-Webber, Managing Partner, Highwest Global Management

  • Calvin Marks, Director, Felicitas Global Partners

  • Gary Gill, Managing Partner, Brant Street Capital

  • Dave Rumker, Managing Director and Chief Investment Officer of Campbell Global

  • Carolyn Arida, Director and Head of Utilities for Infrastructure Investments at Harrison Street

  • Kyle McCarthy, CFA, SVP and Alternative Credit Strategist at PIMCO

  • 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, 

  • 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

Past Educational Events

Private Portfolios in the PNW: Macro Brewed Locally

September 2023

Event Speakers

  • Damon Runberg, State Economist, Business Oregon

  • Elmer Huh, CFA, FRM, Chief Investment Officer, M.J. Murdock Charitable Trust

  • T.J. McConville, Chief Investment Officer, Becker Capital Management

  • Ricardo Lopez, Investment Strategist and Board Director, Business Oregon’s / Oregon Growth

2022 Annual Educational Event

Event Speakers

  • Rex Kim, CIO at Oregon State Treasury

  • Sam Spencer, CAIA, Investment Officer at Oregon State Treasury

October 2022

PAIA/CFA Student Event/ Industry Night

May 2022

Event Panelists

  • Kimberly Cash, CFA, CAIA, CIPM, CSCP, Cascade Investment Compliance

  • Lisa A Massena, CFA, Massena Associates

  • Ethan Samson, Meketa Investment Group

  • Li Tang, CFA, Radnorwood Capital

  • Chloe (Yuefeng) Li, CFA, CPA, KeyBank

  • Rose R. Mbonye, US Bank

  • Andy Hoyt, JP Morgan (formerly Campbell Group)

  • Noel Johnson, Lewis & Clark, Real Estate Developer

  • Himalaya Rao-Potlapally, Black Founders Matter Fund

  • Tyra Pratt, CFA, Jensen Investment

  • Gil Luria, D.A. Davidson & Co.

  • John Schael, KeyBank

  • Maddie Schrage, KeyBank

  • Parker Snook, M Science

  • Leo Clarke, CFA, JP Morgan

Real Estate Market Panel Discussion

March 2021

Event Speakers

  • Logan Greer, Senior Directors, JLL Capital Markets

  • Cara Nolan, Senior Vice President, CBRE

  • Travis Parrott, Managing Director, Newmark

  • Moderator: Chris Ebersole, CFA, Investment Officer at the Oregon State Treasury

Oregon Growth Board Insights

January 2021

Event Speakers

  • Ricardo Lopez, CAIA, Oregon Growth Board Director & Capital Strategist at Business Oregon

  • Ethan Samson, JD, Principal and Private Markets Consultant 

  • Moderator: Sam Spencer, CAIA, Investment Officer at the Oregon State Treasury

Exploring Portland's Investment Community

November 2020

PAIA/CFASP Event Speakers

  • Erin Bacewich, RVK, Inc.

  • Corrie Oliva, CFA, Mattise Capital

  • Li Tang, CFA, Radnorwood Capital

  • Rose Mbonye, U.S. Bank

  • Jason Norris, CFA, Ferguson Wellman Capital Management

  • Dougal Williams, CFA, Vista Capital Partners

  • Nick Fritel, CFA, TMT Development

  • Andy Hoyt, CFA, Campbell Global

  • Lisa Massena, CFA, Massena Associates LLC

  • Allen Bond, CFA, Jensen Investment Management, Inc.

  • Gil Luria, D.A. Davidson & Co.

  • Terry Schallich, KeyBanc

  • Kim Cash, CFA, Cascade Compliance & Verification

  • Austin Head-Jones, CFA, RVK, Inc.

Portland Women Leaders in Alternatives

September 2020

2020 PAIA/PWIM Event Speakers

  • Christy Fields, Managing Principal at Meketa Investment Group

  • Bettina von Hagen, CEO of EFM

  • Tiffany ZhuGe, Investment Officer at Oregon State Treasury

  • Molly Ono, Impax Asset Management

Opportunity Zones

November 2019

​2019 Fall PAIA / CFASP Educational Event Speakers

  • 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

ESG Investing

November 2018

2018 Fall Educational Event Speakers

  • 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

Oregon: A Private Equity Pioneer


  • John D. Skjervem, CFA, CIO, Oregon State Treasury

April 2018

Shareholder Activism

November 2017

2017 Fall Education Event Speakers:​

  • 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

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