Past Event Speakers:
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Ken Vaughn, Director of Impact Investments & Manager, VertueLab / VertueLab Climate Impact Funds
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Caroline Lewis, Managing Partner, Rogue Women
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Henry Lam, Executive Director, UBS Prime Brokerage Capital
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Chris Chen, Co-Founder, Revere VC
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Brian Yeh, CIO, Digital Garage / DG Ventures
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Christopher Leslie, Executive Chairman, MAM Real Assets Americas & Managing Director, Green Investment Group
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Paul Greenwood, CEO and CIO, Pacific Current Group
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Giuliana Bordigoni, Portfolio Manager & Director of Specialist Strategies, Man AHL
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Jason Friedman, Partner & Global Head of Business Development, Marathon Asset Management
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Kellan Carter, General Partner FUSE Venture Partners
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Robert Speidel, Senior Vice President, Investment Funds Inland Real Estate Investment Corporation
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Rod Curtis, Executive Vice President, Investment Funds, Inland Real Estate Investment Corporation
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Nathan Lillegard, Interim Director of the Lundquist Center for Entrepreneurship, University of Oregon
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Brooke Pollack, Founder & Managing Partner, Hutt Capital
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Dr. Yan Liang, Professor of Economics, Willamette University
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Chi-Chien Hou & Nico Richardson, Managing Directors, AFI Capital
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Stephen Zhange, Parter, Roc Partners
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Andrew Nash-Webber, Managing Partner, Highwest Global Management
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Calvin Marks, Director, Felicitas Global Partners
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Gary Gill, Managing Partner, Brant Street Capital
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Dave Rumker, Managing Director and Chief Investment Officer of Campbell Global
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Carolyn Arida, Director and Head of Utilities for Infrastructure Investments at Harrison Street
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Kyle McCarthy, CFA, SVP and Alternative Credit Strategist at PIMCO
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Qaisar Hasan, Portfolio Manager at Lombard Odier
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Chas Craig, CFA, CPA – President & Director of Research at Meliora Capital
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Steven Weinstein, Head of TMT Research at M|Science
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Russell Korgaonkar, Director of Investment Strategies of Man AHL
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Jonathan Leong, Founding Partner and Portfolio Manager at Aumakua Capital Management L.L.C.
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David Walters, Director, Acquisitions and Dispositions at Olympic Resource Management / Pope Resource
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Ben Conte, Director, Commercialization at EXERGY an LO3 Energy Innovation
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David Howitt, Founder & CEO at Meriwether Group
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Richie Etwaru, Founder & CEO, Hu-manity.co
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Ryan Morris, CFA, President at Meson Capital
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Rishi Ganti, Founder at Orthogon Partners
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Marcus Parker, CFA, President at Morrison Street Capital
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Dr. Clark S. Binkley, Managing Director of International Forestry Investment Advisors, LLC
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William Valentine, CFA, Founder & CIO at Valentine Ventures, LLC
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Brent Burnett, Managing Director at Hamilton Lane
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Frank Timons, Founder, CEO and CIO at Pier 88 Investment Partners
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Aaron Travis, Managing Member at Random Forest Capital
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John Moody, Portfolio Manager at J E Moody & Company LLC
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Li Tang, Portfolio Manager at Radnorwood Capital
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Tim Lynch, Managing Member at Stonepine Capital
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Angela Jackson, Co-Managing Director, Portland Seed Fund
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Eric Cress, Principal at Urban Development + Partners
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Jeffrey Miller, Managing Partner and co-founder of Eight Bridges Capital
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Linda Weston, past President & ED at Oregon Entrepreneurs Network
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Charles Mautz, Managing Member at Chinus Asset Management, LLC
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Bryan Gardner; Managing Partner of Orbital Capital
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Dino Vendetti, General Partner, Seven Peaks Ventures
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John Hershey, Director of Alternative Investments at OST
Past Educational Events
​Private Portfolios in the PNW: Macro Brewed Locally
September 2023
Event Speakers
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Damon Runberg, State Economist, Business Oregon
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Elmer Huh, CFA, FRM, Chief Investment Officer, M.J. Murdock Charitable Trust
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T.J. McConville, Chief Investment Officer, Becker Capital Management
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Ricardo Lopez, Investment Strategist and Board Director, Business Oregon’s / Oregon Growth
2022 Annual Educational Event
Event Speakers
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Rex Kim, CIO at Oregon State Treasury
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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
Presenter​
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