Past Networking Event Speakers:

  • 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, 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

 

Past Educational Events

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

 

©2020 by Portland Alternative Investment Association.