UChicago Investing Forum: Past Years
The Forum – 2023
Keynote Speakers
Jeff Aronson
Co-Founder and Managing Principal
Centerbridge Partners
Jeff is the Co-Founder and Managing Principal of Centerbridge Partners, L.P. Jeff oversees the Firm’s investment activities and serves as a member of the Management Committee. Jeff has been active in alternative investments, including private credit, private equity and real estate, for nearly 35 years. Prior to co-founding Centerbridge in 2005, Jeff was a partner at Angelo, Gordon & Co., where he led that firm’s distressed securities and leveraged loan efforts.
Before joining Angelo, Gordon & Co. in 1989, Jeff served as Senior Corporate Counsel at L.F. Rothschild & Co. He began his career as a securities attorney with the law firm of Stroock & Stroock & Lavan LLP. Jeff is the former Chair and a current member of the Board of Trustees of Johns Hopkins University and also serves as a member of the Board of Trustees of Johns Hopkins Medicine and New York University School of Law. He is a director and member of the Executive Committee of The Partnership for New York City. Jeff received a B.A., with honors, from Johns Hopkins University and a J.D. from the New York University School of Law.
Nicolas Giauque
Co-CIO
Farallon
Mr. Giauque joined Farallon in 1998, where he is Co-Chief Investment Officer, Head of European Investing, and a Partner. Prior to joining Farallon, Mr. Giauque worked in the investment banking and asset management divisions of Goldman Sachs for four years in Hong Kong and Singapore. Mr. Giauque graduated with a Master of Management from Hautes Etudes Commerciales.
Tim Hurd
President and CIO
BlueSpruce
Tim Hurd is the President and CIO of BlueSpruce, a long-biased fund which focuses on public equities in the business services, consumer, financial technology / asset management, healthcare, and TMT sectors.
Before starting BlueSpruce in 2013, Mr. Hurd spent seventeen years investing in private equities at Madison Dearborn, most recently as a Managing Director, where he invested in and served on the boards of numerous firms including PayPal, TransUnion, and Nuveen Investments. He began his career practicing M&A at Goldman Sachs. He holds an MBA from Harvard and a BA in Economics from the University of Michigan, where he graduated Phi Beta Kappa and with Highest Distinction.
Howard Marks
Co-Chairman
Oaktree
Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also Chief Investment Officer for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research.
Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize. He is a CFA® charterholder. Mr. Marks is an Emeritus Trustee and member of the Investment Committee at the Metropolitan Museum of Art. He is a member of the Investment Committee of the Royal Drawing School and is Professor of Practice at King’s Business School (both in London). He serves on the Shanghai International Financial Advisory Council and the Advisory Board of Duke Kunshan University. He is an Emeritus Trustee of the University of Pennsylvania, where from 2000 to 2010 he chaired the Investment Board.
Panelists
Private Equity
Mark Haller | Managing Director, Sumeru Equity Partners
Nikhil Marathe | Principal, Silversmith Capital Partners
Katie Ossman | Principal, Water Street Healthcare Partners
Jamie Reynolds | Co-Founder and Partner, Avenir Growth
Craig Waslin | Partner, Adams Street Partners
Moderator: Curran Chopra, B.A. ’24
Public Equities
Richard Black | Managing Partner, Viewforth Investment Partners
Alex Fitch | Partner and Portfolio Manager, Harris Associates
Gretchen Guo | Co-Founder and Partner, FACT Capital
Spencer Morris | Associate, Matrix Capital Management
Moderator: Ziyad Fahd, B.A. ’25
Venture Capital
Ainhoa Maiz | Senior Principal, Section 32
Kanyi Maqubela | Managing Partner, Kindred Ventures
Madison Mcllwain | Partner, defy.vc
Justin Nam | Investment Director, SoftBank Investment Advisors
Moderator: Tzy Ying Yee, B.A. ’24
Quantitative Investments
Oliver Bunn | Head of QIS, Goldman Sachs
Holly Lau | Senior Trader, Citadel Securities
Dan Villalon | Co-Head, Portfolio Solutions Group, AQR Capital Management
Moderator: Jeff Cao, B.A. ’23
The Forum – 2022
Keynote Speakers
Yup S. Kim
Head of Investments for Private Equity
CalPERS
Emmanuel Roman
Chief Executive Officer
PIMCO
David Roux
Co-Founder
BayPine Capital, Silver Lake
Panelists
Private Equity
King Leung | Vice President, Warburg Pincus
David Liu | Associate, The Carlyle Group
Fernando Guerrero | Associate, Warburg Pincus
Anastasiya Pasheyeva | Associate, Thoma Bravo
Moderator: Abir Singh, B.A. ’22
Public Equities
Jeff Courey | Managing Director, Matrix Capital Management
Pat Dorsey | Founder, Portfolio Manager, Dorsey Asset Management
Christian Heck | Portfolio Manager, First Eagle
Marc Wallach | Analyst, Ruane, Cunniff, & Goldfarb
Moderator: Alex Prakash, B.A. ’23
Venture Capital
Anna Fang | CEO, Founding Partner, ZhenFund
Trey Hart | Managing Director, 50 South Capital
Olivia Wang | Partner, Olive Capital
Moderator: Wesley Fang, B.A. ’23
Quantitative Investments
Adam Garner | Partner, Global Head of FICC Options, DRW
Jeffrey Zhang | Trader, IMC
Dan Pires | Senior Trader, Akuna Capital
Moderator: Joe Fennessey, CEO/Portfolio Manager, Finalyze Capital
Impact Investing
Andrew Behar | CEO, As You Sow
Liz Michaels | Co-Head, Aperio
Molly Betournay | Director of Social Research, Clean Yield Asset Management
Gigi Norcross | VP of Business Development, Green Century Capital Management
Moderator: Elisabeth Spencer, B.A. ’23
The Forum – 2021
Keynote Speakers
David M. Rubenstein
Co-Founder and Co-Chairman
The Carlyle Group
Sam Zell
Founder
Equity Group Investments
Panelists
Private Equity
Spencer Ingle | Principal, KKR
Angel Pu | Vice President, Warburg Pincus
Basak Sunar | Associate, Blackstone Group
Michael Weller | Associate, Onex
Moderator: Orlando Kahan, Associate, KKR
Public Equities
Bryan Cameron | Director of Research, Dodge & Cox
Pat Dorsey | Founder, Portfolio Manager, Dorsey Asset Management
Fred Liu | Founder, Portfolio Manager, Hayden Capital
Win Murray | Partner, Director of US Research, Harris Associates
Moderator: Darius Hong, B.A. ’22
Venture Capital
Steven Cook | Investor, Chicago Ventures
Kaitlyn Doyle | Investor, TechNexus
Tarun Gupta | Vice President, Jump Capital
Kelsey Maguire | Managing Director, Sandbox Industries
Miles Neumann | Investor, Insight Partners
Moderator: Lisa Smoluk, B.A. ’21
Quantitative Investments
Rose Gao | Quantitative Trader, CTC
Alexei Iouchkov | Quantitative Researcher, Citadel Securities
Leo Mizuhara | Head of Systematic Trading, DRW
Moderator: Joe Fennessey, CEO/Portfolio Manager, Finalyze Capital
Impact Investing
Rahul Bhide | Consultant, Ankh Impact Ventures
Michael Campos | Associate, Prime Impact Fund
Sebastian Molina Gasman | Analyst, Seedstars
Brittany Henry | Senior Associate, Impact America Fund
Ander Iruretagoyena | Senior Associate, Impact Engine
Moderator: Brianna Chou, B.A. ’22
The Forum – 2020
Fireside Chat Speakers
Steven N. Kaplan
Neubauer Family Distinguished Professor of Entrepreneurship and Finance, Chicago Booth
Kessenich E.P. Faculty Director, Polsky Center for Entrepreneurship and Innovation
Steven Neil Kaplan conducts research on issues in private equity, venture capital, entrepreneurial finance, corporate governance and corporate finance. He has published papers in a number of academic and business journals. Kaplan is a research associate at the National Bureau of Economic Research and an associate editor of the Journal of Financial Economics.
Professor Kaplan co-founded the entrepreneurship program at Booth. With his students, he helped start Booth’s business plan competition, the New Venture Challenge (NVC), which has spawned over two hundred companies that have raised almost $1 billion and created over $10 billion in value including GrubHub, Braintree/Venmo and Simple Mills.
Steven Strongin
Senior Advisor, Goldman Sachs
Steve is a senior advisor at Goldman Sachs, where he advises the firm on a number of important client-facing initiatives. Previously, Steve was head of Global Investment Research for more than 12 years. He was a member of the Management Committee and Firmwide Client and Business Standards Committee. Steve was also co-chair of the Firmwide Technology Risk Committee. Additionally, he also served as global head of strategy research and co-chief operating officer of Global Investment Research, as well as global head of commodities research. Steve joined Goldman Sachs in 1994 and was named managing director in 1998 and partner in 2002. Prior to joining the firm, Steve spent 12 years at the Federal Reserve Bank of Chicago, most recently as the director of Monetary Policy Research. Before that, he was an economist at the Center for the Study of Economy and State at the University of Chicago and a researcher at PanHeuristics, a think tank focused on military strategy and energy policy.
Steve is a distinguished visiting professor at the Pardee RAND Graduate School and a member of the Board of Directors of Ocean Conservancy. In addition, he is a member of the Advisory Council to the College at the University of Chicago, a member of the Jury of the World Resources Institute’s Ross Prize for Cities, and a member of the Becker Friedman Institute Advisory Council. Previously, he was a member of the Advisory Board of the RAND Center for Corporate Ethics and Governance. Steve earned undergraduate and graduate degrees in economics from the University of Chicago and a graduate degree in management from Northwestern University’s Kellogg School of Management.
Guest Speakers
Shawn Li | Associate, Sansome Partners
David Lorentzen | Member, Lorentzen Investments
Chris McGowan | Adjunct Professor of Entrepreneurship, Chicago Booth
Nate Pomeroy | Quantitative Analyst/Education Associate, Wolverine Trading
Max Rhee | Quantitative Researcher, Citadel
Michael Vander Roest | Vice President, Baird Principal Group
Katherine Schulman | Senior Associate, VitalizeVC
Peter Christman | Principal, Chicago Ventures
Jusvin Dhillon | Quantitative Researcher, Tudor Investments
Lance Dietz | Principal, KB Partners
Joe Fennessey | CEO and Portfolio Manager, Finalyze Capital
Alex Fitch | Associate Director of U.S. Research, Harris Associates
Ashley Hartman | Principal, Bluestein & Associates
Tim Kelly | Investor in Residence, Chicago Booth