Wealth Management Series: Alternatives Panel - Hedge Funds, Private Equity & Direct Investing
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Wealth Management Series: Alternatives Panel - Hedge Funds, Private Equity & Direct Investing

9/14/2017
When: Thursday, September 14
From 2:30pm until 5:30pm
Where: The VAULT
415 Jackson St
San Francisco, California  94111
United States
Contact:


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Alternatives Panel
Hedge Funds, Private Equity & Direct Investing

 

Panelists:

Melissa Lopez, CFA, Director of Investments, The James Irvine Foundation

Ms. Lopez is responsible for the sourcing, evaluation, recommendation, and monitoring of The James Irvine Foundation's investment managers, investment opportunities, and portfolio. Prior to joining the Foundation, she was a Senior Research Analyst with Wetherby Asset Management. Previously, Melissa served as an Investment Professional at the Gordon and Betty Moore Foundation, Equity Research Associate at Citigroup Smith Barney, and Financial Analyst at Robertson Stephens. Melissa received a master's in business administration from the Stanford University Graduate School of Business and a bachelor's degree in business administration from the University of Texas at Austin. She holds the Chartered Financial Analyst designation.



James W. Miller, Jr., Managing Director, Portfolio Management, RREEF Property Trust, Deutsche Asset Management

Mr. Miller joined RREEF's San Francisco office in 2006 and works as the co-lead Portfolio Manager on RREEF America II a $12B Core Direct Real Estate fund providing strategic direction to all of the Fund's investments. Previously, he was the Portfolio Manager on RREEF America REIT III, the firm's flagship value-added fund. Mr. Miller came to RREEF with over 11 years of experience in real estate in both law and business. Prior to joining RREEF, James served as an Executive Vice President in the Jones Lang LaSalle Corporate Solutions Group most recently in charge of all of Jones Lang LaSalle's transaction and investment activity on behalf of Bank of America. James received his law degree from Washington & Lee University and a bachelor’s degree from the University of Virginia.



Greg Leograndis, EVP and Head of Investor Relations, Pelorus Jack Capital

Mr. Leograndis is Executive Vice President and Global Head of Investor Relations at Pelorus Jack Capital, L.P.  Greg spearheaded Pelorus Jack's investment strategy launch in 2017.  Prior to Pelorus Jack, he was Managing Director of Investor Relations at Passport Capital. While at Passport, Greg communicated investment strategy insights and directed fundraising efforts with the firm’s global institutional hedge fund allocators, including Endowments and Foundations, Consultants, Private and Public Pensions, Hedge Fund of Funds, Sovereign Wealth Funds, Wealth Advisors and RIAs, Bank Platforms, Family Offices and Multi Family Offices. Prior to Passport, Greg held leadership roles and other senior sales & marketing roles at W.R. Hambrecht, Volpe, Brown Whelan, UBS, Robertson Stephens & Co and Kidder Peabody. Greg graduated with honors from the University of California, Santa Barbara with a bachelor’s degree in Business/Economics and a master of business administration from the Anderson Graduate School of Management at UCLA.


Moderator:

Stephen Perkins, CFA, Portfolio Manager, Toronado Fund

Mr. Perkins has focused on smaller capitalization public equity investments throughout most of his 20-year career as a growth equity investor. He started his career in 1996 as an equity research associate at Robertson Stephens. He transitioned in 1998 to evaluating venture capital opportunities at the Robertson Stephen’s venture group (called Crosslink Capital since 1999). From 2001 through 2005, he worked as an analyst at Citadel Investments and then Proteus Capital. He rejoined Crosslink as a Vice President in 2005 to focus on public growth equities. Over the next decade he led early investments in leadership companies across many technology sectors and was also an important contributor to Crosslink’s short portfolio. His contributions were recognized by advancement to Partner in 2006, General Partner in 2009 and equity owner in 2010. In 2013, Mr. Perkins identified the opportunity to generate significant returns with a fund leveraging his expertise in small capitalization growth technology companies. Toronado Fund started in June 2013. Mr. Perkins formed Toronado Partners as an independent firm April 2016. Mr. Perkins holds a B.A. from the University of California, Berkeley and also attended the London School of Economics. He is a CFA Charterholder and served as president of CFA Society San Francisco.

 

AGENDA

2:30pm - 3:15pm - Reception/Networking (Light appetizers, refreshments provided)

3:15pm - 4:30pm - Introductions and Panel Discussion

4:30pm - 4:45pm - Audience Q/A

4:45pm - 5:30pm - Networking/Close

 

PRICING

Members: $25

Non-members:  $40

 

SERIES SPONSORS

     
     
     
     

Continuing Education:
This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders

Cancellation Policy
Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund

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