Bios 2013

Board of Directors Bios

2013-2014 Officers

Christopher C. Newman, CFA
T. Rowe Price Associates, Inc.

Chris Newman is a U.S. institutional sales executive for the Global Investment Services division of T. Rowe Price, the organization responsible for the firm’s institutional business worldwide. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

Mr. Newman has 25 years of investment experience, all of which have been with T. Rowe Price. He has been with the firm since 1989. Prior to his current position, Mr. Newman was a regional sales director for T. Rowe Price Retirement Plan Services, the firm’s defined contribution plan subsidiary.

Mr. Newman earned a B.A. in business/economics from McDaniel College and an M.B.A. in finance from Loyola University Maryland. He also has earned the Chartered Financial Analyst designation and is a Series 6, 7, 63, and 65 registered representative.

Scott J. Kearney
Turner Investment Partners, Inc.

Scott J. Kearney is the senior managing director of institutional sales and consultant relations at Turner Investment Partners. He is responsible for managing the institutional sales team efforts and building and maintaining relationships with consultants and plan sponsors. He has worked at Turner since 1995 and has 24 years of investment experience.

Prior to joining Turner, Mr. Kearney was a vice president in institutional marketing for The Stanley-Laman Group, Ltd. He was also previously employed with First Capital Analysts, Inc.

Mr. Kearney received a bachelor’s of science degree in finance and marketing from the University of Richmond. He is a member of the Association of Investment Management Sales Executives, the Council of Institutional Investors and the National Conference on Public Employee Retirement Systems.

Turner Investment Partners is an investment management firm that’s employee-owned and based in Berwyn, Pennsylvania. As of December 31, 2008, the firm manages approximately $15.4 billion in equity investments for institutions and individuals.

P. MacKenzie Hurd, CFA
Jennison Associates

MacKenzie Hurd joined Jennison Associates in November 2013 and is responsible for developing and managing consulting relationships. Prior to joining Jennison, MacKenzie was a principal and director of client service and consultant relations at Rainier Investment Management, since 2011. From 2007 to 2011, he was with The Capital Group Companies, where he was a consultant relationship manager. MacKenzie was a partner and general consultant at Callan Associates in San Francisco from 2001 to 2007. He received his BA in English from Dartmouth College and is a CFA charterholder.

Christopher J. Krein
WisdomTree Asset Management

Chris is the Director of Institutional Sales at WisdomTree Asset Management and is responsible for business development, consultant relations and client service efforts in the Pension, Foundation & Endowment, and Sub-Advisory markets. Prior to joining WisdomTree, Chris was a founding Principal of ACCI, a boutique investment firm and held senior business development and management roles with Evergreen Investments and SEI. He also served as a consultant with Investment Counseling, Inc. Chris currently serves on the Board of Directors of AIMSE and Philabundance.

2013-2014 Board of Directors

Alejandra Argüello
Caspian Capital LP

Alejandra Argüello has 13 years of experience in the investment management industry. She is a member of the marketing and investor relations team for Caspian Capital, a NYC-based hedge fund manager focusing on long/short credit and distressed debt investing. Previously, Ms. Arguello worked as Director of Marketing at Moneda USA and Senior Associate at Everest Capital, a global hedge fund advisory firm specializing in emerging markets. Prior to joining Everest, she was a Vice President at BiscayneAmericas Advisors. She also worked as Assistant Director of Development at the Cato Institute in Washington, DC. Fluent in Spanish, Ms. Argüello received a B.S. in Economics and Political Science from Florida State University. Ms. Argüello is a board member of the Association of Investment Management Sales Executives (AIMSE) and a member of the Alternative Investment and Global Investment Committees for the New York Society of Security Analysts (NYSSA).

Matthew Crowe
Proprietary Capital, LLC

Matthew J. Crowe is the Director of Marketing & Investor Relations for Proprietary Capital, LLC. Mr. Crowe is responsible for managing the firms marketing and investor relations efforts. Prior to joining Proprietary, Mr. Crowe was a Principal of Anchor Point Capital, LLC, a Coral Gables, FL-based fund-of-hedge fund. Prior to Anchor Point, Mr. Crowe worked on the U.S.-based sales & client services team at Fjord Seafood ASA, a leading global commodity company specializing in the production of farmed salmon. Mr. Crowe started his career working in the publishing industry. Mr. Crowe received his BA in business administration from Western State College of Colorado.

Proprietary Capital, LLC, a Denver, CO-based investment management company that was founded in 1997 and specializes in the Residential Mortgage Backed Securities (RMBS) market.

Brian Crowell
AQR Capital Management

Brian joined AQR Capital Management’s Client Strategies Team in July 2007. Prior to launching AQR’s dedicated Consultant Relations team in 2009, Brian worked in the firm’s Portfolio Solutions Group, where he worked with a number of the firm’s institutional clients on a broad range of investment policy issues. Brian now works with a number of institutional investment consulting firms, covering all of AQR’s investment strategies. Prior to joining AQR, Brian worked as a Summer Associate at UBS Global Asset Management in their Equities Long/Short Group and earlier as an equity trader for Trillium Trading. Brian earned his AB in Chemistry from Dartmouth College and his MBA with concentrations in Economics and Analytic Finance from the University of Chicago, Booth School of Business.

Kerry S. Dempsey
Select Equity

Ms. Dempsey joined Select Equity in October 2011. Prior to joining the Firm, she was the Head of Consultant Relations for Lasair Capital. Prior to Lasair, she was a Vice President at Capital Guardian, where she was responsible for institutional investment consultants on the East Coast. Ms. Dempsey received a B.S. from Boston University.

Jacqueline de Sanctis
Neuberger Berman

Jacqueline de Sanctis, Senior Vice President, joined Neuberger Berman in 2010 as West Coast Consultant Relations. Prior to joining Neuberger Berman, Jackie worked at RCM where she spent two years as an international equity product specialist. Prior to this, she was at Credit Suisse, where she worked for 7 years in New York, London and Zurich in a number of capacities including senior consultant sales (U.S.), head of consultant relations (U.K.) and most recently as client portfolio manager for their suite of Emerging Market Equity capabilities. Previously, Jackie was a marketing associate at JP Morgan on the US Consultant Sales Team. She began her career at Callan Associates as an international and domestic equity analyst on the Global Manager Research team. Jackie graduated from the University of St Andrews in Scotland with an MA Honors in Classical Studies and has been a Board Member since 2003 for the University of St Andrews American Foundation.

Kathleen Powers Dunlap
Chief Strategy Officer

Ms. Dunlap is FRC’s chief strategy officer responsible for assisting the CEO and COO with creating, communicating, and executing FRC’s strategic plan. She is responsible for managing FRC’s brand, intellectual capital and client relationships. Together with the COO, she directs the execution of firm’s day-to-day operations. Ms. Dunlap is a member of the investment committee.

Ms. Dunlap is an industry veteran with 35 years of experience of working with institutional investors. Previously based in New York, Ms. Dunlap was Managing Director and Global Head of Barclays institutional investor team where she led the team’s relationships with large pensions, endowments, foundations, sovereign wealth funds and their consultants. Ms. Dunlap joined rejoined Barclays in 2009 from Epoch Investment Partners, a long-only equity manager, where she was a Managing Director of institutional sales. Prior to Epoch, Kathleen was the Chief Marketing Officer of a $3B Chicago-based hedge fund. In 2000, Ms. Dunlap was the CEO of PrivateTrade, a company focused on trading secondary interests in private equity limited partnerships. From 1989-2000, Ms. Dunlap was with Barclays Global Investors in San Francisco where she held many leadership positions including Head of US Marketing where she led the product launch of iShares. Early in her career, she held positions with Merrill Lynch and Kidder Peabody.

Ms. Dunlap received a BS in Economics from the University of San Francisco.

Stefanie Frese
Barclays Capital

Stefanie Frese joined Barclays Capital Introductions team in 2009. Prior to Barclays, Stefanie was at PBL Capital where she was the Director of Marketing and Investor Relations. For 5 years, Stefanie was at Old Hill Partners, where she was a Partner and the Director of Investor Relations. Prior to Old Hill, she was at Vencast Securities, a small broker/dealer focused on raising capital for alternative investment funds. Stefanie began her career at JP MorganChase as a relationship manager where she specialized in financial due-diligence and valuation analysis for middle market companies. Stefanie has a BA in Economics from SUNY Geneseo. She is an active member of 100 Women in Hedge Funds and chaired the 2009 Annual gala.

Paul D. Foster, CFA
Turner Investments

Paul D. Foster, CFA is the Head of Consultant Relations at The London Company where he is responsible for developing and strengthening the firm’s relationships with institutional consultants worldwide and providing them with necessary information about the firm for their clients. He joined The London Company in 2014 and has 27 years of experience in client relations and business development in the investment-management industry.

Prior to joining The London Company, Mr. Foster served as Global Head of Consultant Relations at Turner Investments, before which, he was employed at Delaware Investments as vice president of consultant relations. Paul was also employed with Sturdivant & Co.

Mr. Foster graduated magna cum laude and Phi Beta Kappa from Furman University with a BA in history and earned his MA in ancient history from the University of Missouri where he was a Brady Fellow. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of Philadelphia.

David Gallagher
Standard Life Investments

David joined Standard Life Investments as Director, Business Development in 2012 to distribute several Absolute Return Strategies to plan sponsors in the U.S. Prior to SLI, David has worked at Baring Asset Management as Head of North American sales and consultant relations and joined Barings from Chartwell Investment Partners, most recently as Vice President & Principal responsible for marketing domestic equity strategies. He was also a Vice President at Templeton Investments marketing international and emerging market equities to the institutional community and family offices. His investment career began at SEI over twenty three years ago as an relationship manager, where he was twice given the President’s Club award for top performance. David holds a BS in Business Administration from Fordham University and is an MS candidate in Dynamics of Organization at the University of Pennsylvania.

Timothy P. Hill
Thornburg Investments Management

Timothy Hill is a Senior Portfolio Specialist for Thornburg Investment Management’s institutional group, focusing on consultant relations and institutional sales.

Tim graduated from the Wharton School of the University of Pennsylvania with a BS in Economics in 1990, and started his career as a derivatives trader for O’Connor and Associates. Swiss Bank Corporation bought OCA in 1992, and Tim held various institutional sales roles for SBC across several asset classes in the USA, UK, and Switzerland.

Tim was a salesperson and Product Specialist in Hedge Fund, Private Bank and Fund-of-funds groups at Lehman Brothers and Neuberger Berman from 2002-2008, and was Head of North American Institutional Sales for Mirae Asset Global Investments before joining Thornburg.

Christopher Paolella
Perimeter Capital Management LLC

Chris Paolella co-founded Perimeter Capital Management in 2006, an institutional investment boutique, and Perimeter Concourse Capital in 2008. He is one of the firm’s Managing Partners and a member of the firm’s Management Committee. He is actively involved in the firm wide strategy, operations, marketing and investor relations. Mr. Paolella brings institutional sales, marketing and management experience since 1985. Prior to 2006 he also served in senior positions with both Trusco Capital Management and Great-West Life & Annuity. Mr. Paolella is a graduate of The University of Richmond where he received a B.A. in Economics.

Carolyn Patton, CFA
Turner Investments

Carolyn Patton, CFA, is the Chief Marketing Officer and Executive Managing Director at Turner Investments. Ms. Patton is responsible for developing new investment strategies, growing Turner’s revenue and assets under management, and managing Turner’s Distribution Team. She also works with our portfolio managers to meet clients’ needs, builds and maintains relationships with institutional investors globally, and provides service directly to our major clients. She joined Turner in 2011 and has 22 years of investment experience.

Prior to joining Turner Investments, Ms. Patton was employed at Janus Capital Group where she was senior vice president, managing director, global head of consultant relations. Carolyn was also employed with Morgan Stanley Investment Management, Delaware Investment Advisers and SEI Investments.

Ms. Patton received her bachelor’s degree in economics from the University of Virginia. She is also a regular member of the CFA Institute and the CFA Society of Philadelphia and is on the Board of Directors of the Association of Investment Management Sales Executives.

Chris Rae
S.A.C. Capital Advisors, L.P.

Chris is a Managing Director and Head of Business Development at Sorin Capital Management, LLC, a Stamford, Connecticut-based investment management firm focused on CMBS and REITs and runs hedge fund, ’40 Act liquid alternative, and value-add long-only strategies within these markets. Sorin currently manages over $550mm in AUM from pension funds, family offices, and fund of funds.

From 2008 to 2013, Chris was a Director of Marketing at S.A.C. Capital Advisors, L.P. focused on covering all investor types across the Americas. Prior to joining S.A.C., from 2006 to 2008 Chris was a Managing Director, Client Relations at Chilton Investment Company. From 2003 to 2006, Chris was a Vice President at Goldman, Sachs & Co. working within the Equities and Fixed Income Divisions as a member of the Pensions Services Group providing institutional sales coverage for pensions, endowments, and foundations. Prior to 2003, Chris was an Associate in Goldman’s Investment Banking Division primarily covering natural resources and industrial companies. Chris received both his AM and BA in Philosophy from Stanford University and his JD/MBA from Duke University. Chris is on the board of AIMSE (Association of Investment Management Sales Executives) and currently serves as Treasurer.

Mark Robertson
Proprietary Capital, LLC

Mark Robertson is the Director of Business Development at Proprietary Capital in Denver, Colorado. Prior to joining Proprietary, Mr. Robertson was the COO and Founding Partner of Silvergate Capital Management, a Denver based health care hedge fund. Prior to starting Silvergate, Mr. Robertson was a Vice President at Morgan Stanley in New York City. He worked in the Institutional Equity Division selling the firm’s equity products to US based asset managers. Mr. Robertson started his career in investment management at Paine Webber selling the firm’s diversified research product to West Coast based asset managers. Mr. Robertson received his bachelor’s degree in business administration, with a concentration in finance, from the University of Vermont.

Holly Verdeyen, CEBS
Russell Investments

Holly Verdeyen is responsible for working with Russell’s institutional consulting, sales, and client service groups to promote Russell’s DC investment services. More specifically, her focus is on default investments – target date collective trusts, custom target date portfolios and Russell Adaptive Retirement Accounts. Holly also shares Russell’s perspective on trends in the defined contribution market while offering advice on best practices in institutional plan design. Holly joined Russell in 2013 from UBS Global Asset Management, where she was a DC specialist in the Defined Contribution and Retirement Solutions group, focusing on investment solution support and client relationship management, as well as broad retirement solutions and guaranteed lifetime income. Holly joined UBS Global Asset Management in 2003 from Blackrock (formerly Barclays Global Investors), where she was in a business development role within the Defined Contribution Group.

Holly is a member of the Economic Club of Chicago, and serves on the Boards of Directors for the YWCA of Metropolitan Chicago and the Association of Investment Management Sales Executives (AIMSE).

B.A., St. Norbert College
M.B.A., Northwestern University Kellogg School of Management

Greg Weissman
Putnam Investments

Mr. Weissman is a Consultant Relations Director for Putnam Global Institutional Management. In this role, he is responsible for managing relationships with investment consultants in the Eastern region of the United States. Mr. Weissman, who holds his Series 7 and 63 licenses with FINRA, is on the board of Proctor Academy and the Association of Investment Management Sales Executives (AIMSE). He joined Putnam in 2011 and has been in the investment industry since 2000. Past experience includes Old Mutual Asset Management as Senior Vice President, Director of Consultant Relations and Cowen & Company, Jefferies, Pacific Crest Securities, SoundView Technology Group. Mr. Weissman received his BBA from Southern Methodist University, B.B.A.

Kimberley Woolverton
Aberdeen Asset Management

Kimberley joined Aberdeen Asset Management in 2009 and is responsible for business development and client servicing for Aberdeen’s Canadian clients. Prior to joining Aberdeen, Kim spent almost 5 years at Burgundy Asset Management in Toronto where she was responsible for business development and client servicing. She also spent over 3 years with Merrill Lynch in Denver, Colorado as a Special Services Financial Planner, prior to returning to Toronto.

Kimberley earned her BSc (Distinction) degree from McGill University, completed her Canadian Securities Course (Honours) in 1995 and became a CFA charterholder in 2004. She has also completed numerous Executive Education programs including those through the Harvard Kennedy School, the Rotman School of Management and Columbia Business School. She is a member of the CFA Institute and currently serves on the Canadian and US Board of Directors of AIMSE.