C - Level Wall Street Forum
This event starts on March 13th at 4:30 PM.
Mr. Waskiewicz has over 25 years of investment experience advising and managing assets for institutional investors. Mr. Waskiewicz is a skilled investor and leader with a proven track record managing teams and generating strong risk-adjusted returns using absolute-return focused portfolio construction techniques and thoughtful, differentiated manager selection processes.
Mr. Waskiewicz has over twelve years experience as a chief investment officer managing endowment & foundation, reserve and pension portfolios, building investment programs, hiring staff, creating prudent investment solutions and establishing selection processes for products and managers across the equity, fixed income, real asset, hedge fund and private debt/equity markets.
Mr. Waskiewicz currently serves as Chief Investment Officer for Mercy Health (St. Louis, MO) managing the AA- rated health system’s short-term, endowment and pension plan assets, totaling $2.7B in assets under management. With nearly 40 hospitals across Missouri, Arkansas, Oklahoma and Kansas, 40,000 employees and $5B+ in net revenues, Mercy is the nation’s 5th largest Catholic health system. Mr. Waskiewicz joined Mercy in February 2010 as the system’s first chief investment officer charged with creating a top-performing in-house investment program. Under his leadership,
Mercy has generated strong risk-adjusted returns while receiving industry recognition, including AI- CIO - Healthcare CIO of the Year (2016 Nominee), Investor Intelligence Awards - Healthcare Plan of the Year (2015) and Healthcare Chief Investment Officer of the Year (2014); Institutional Investor Hedge Fund Awards - Healthcare System of the Year (Nominee 2014) and Institutional Investor Hedge Fund Awards - Rising Star (2012).
Mr. Waskiewicz has hired and mentored an award-winning investment team at Mercy. The team’s Deputy CIO was acknowledged with the prestigious AI-CIO 40 Under 40 honor (2016) and the team’s Senior Investment Analyst was honored as a Rising Star by Institutional Investor (2015) and as a Top 30 Women Rising Stars in Institutional Investing by TrustedInsight (2016).
Prior to taking on his first role as CIO in 2004, Mr. Waskiewicz spent fifteen years in the asset management and advisory business, working with and learning from industry leaders at T. Rowe Price, Mercer Investment Consulting, Evergreen Investments and Morgan Stanley.
Mr. Waskiewicz is an active member of the investment community serving as a member of the CFA Institute and the St. Louis Society of Investment Analysts. He is a frequent speaker and panelist at institutional investor industry conferences and roundtables and has served on the advisory board for various industry associations and conferences.
Mr. Waskiewicz serves as Chairman of the Board of Trustees at Villa Duchesne and Oak Hill School in St. Louis, where his youngest daughter recently graduated. Mr. Waskiewicz also serves as a trustee for Cooper-Anthony Child Advocacy Center (Hot Springs, Arkansas) and as an adjunct professor in the business school at Webster University (St. Louis).
Eloy Lindeijer is member of PGGM’s Executive Committee and Chief of Investment Management. Prior to joining PGGM in 2011, Eloy was director of the Financial Markets division at De Nederlandsche Bank. During his career he served in various roles at the central bank and committees of the European Central Bank and the Bank for International Settlements. He is currently member of the FSB Tasks Force on Climate-related Financial Disclosures. Eloy studied Business at Nyenrode University and International Relations at the Bologna Center of Johns Hopkins University, School of Advanced International Studies.
Ms. Drake joined Tricadia as President in December 2016. Prior to joining Tricadia, Ms. Drake was Chief Operating Officer at DW Partners, an alternative asset management firm focused on credit markets. Ms. Drake joined DW from Goldman Sachs, where she was a Managing Director and Investment Committee member focused on credit, event driven and relative value investments for the Alternative Investments and Manager Selection group. Earlier in her career, Ms. Drake held a similar role for Swiss asset manager GAM and was head analyst and portfolio manager for Nomura Securities’ proprietary convertible bond portfolios in New York. Ms. Drake began her career at Goldman Sachs in Mergers and Acquisitions. She holds a B.A. in Physics from Williams College.
Jonathan Feiler is the General Counsel and Chief Compliance Officer of Arosa Capital Management LP where he is responsible for managing the firm’s legal and compliance matters. Prior to joining Arosa, Jonathan worked in the Investment Management department at Schulte Roth & Zabel LLP from 2007 until 2015. While at Schulte Roth & Zabel LLP, Jonathan represented large institutional and entrepreneurial private investment fund managers and private investment funds (including hedge funds, private equity funds and hybrid funds) in connection with their structuring, formation and ongoing legal issues, as well as regulatory and compliance matters. Jonathan is a member of the New York State bar. He received his J.D. cum laude from Boston University School of Law and received a B.S. in Business Administration from the State University of New York at Albany.
Mr. Todorovich is Senior Vice President, General Counsel and Chief Compliance Officer of Shenkman Capital Management, Inc., an SEC registered investment adviser focused on credit research and high yield investing. Previously, he was General Counsel & Chief Compliance Officer of Prosiris Capital Management LP, a credit-oriented investment manager and Associate General Counsel at Eton Park Capital Management, L.P., a multi-strategy hedge fund manager. Prior to joining Eton Park, Mr. Todorovich was Vice President and Assistant General Counsel at Goldman, Sachs & Co., where he provided legal counsel to the sales and trading desks in the Fixed Income, Currency and Commodities Division. He joined Goldman Sachs from Shearman & Sterling LLP, where he was an Associate in the Asset Management Group in New York. He is an active member of industry and professional association committees and working groups focused on the investment management industry, derivatives, and financial regulation. Mr. Todorovich received his Juris Doctor from the University of Virginia School of Law, a Master of Arts in Law & Diplomacy from the Fletcher School of Law & Diplomacy and a Bachelor of Arts from Tufts University.
Mr. Walker is a Partner of Riverstone and serves as the Chief Financial Officer. He is based in New York. Prior to joining Riverstone, Mr. Walker was a Principal at The Carlyle Group serving as the Carlyle/Riverstone Fund Chief Financial Officer. Prior to Carlyle, he held similar positions at Hampshire Equity Partners, a middle market buyout fund managing approximately $900 million of capital commitments; and Ripplewood Holdings, a private equity firm managing approximately $4 billion of capital commitments in the U.S. and Japan. Prior to joining Ripplewood, Mr. Walker was the Director of Financial Reporting and Planning at Asbury Automotive Group (NYSE: ABG), a Ripplewood portfolio company. He started his career in Arthur Andersen’s Metro New York office. Mr. Walker earned a B.S. degree in Accounting and Finance from Binghamton University and is a Certified Public Accountant.
William H. Heyman is Vice Chairman and Chief Investment Officer, and a member of the Management Committee, of The Travelers Companies, Inc. [NYSE: TRV], a major U.S. property and liability insurance company, and responsible for all Travelers’ public and private investment activities, with a portfolio of approximately $75 billion. Mr. Heyman is also Chairman of the Board of Governors of FINRA (the Financial Industry Regulatory Authority), having previously served on the FINRA Board from 2004 to 2016. He is also a director of Bank Leumi USA (the U.S. subsidiary bank of Bank Leumi le-Israel, B.M.). In addition, he is a member of the Investor Advisory Committee on Financial Markets of the Federal Reserve Bank of New York. From July 23, 2007 (when he was confirmed by the U.S. Senate after having been nominated by President George W. Bush) until June 15, 2011, Mr. Heyman was a director (and chairman of the investment committee) of the Securities Investor Protection Corporation (SIPC). From August 2002 until August 2005, while it was a subsidiary of what was then St. Paul Travelers, Mr. Heyman was a director of Nuveen Investments, Inc. [NYSE: JNC]. From May 2000 through May 2008, he was an independent director of Max Capital Group, Ltd. [NASDAQ: MXGL], a Bermuda-based insurance holding company, a member of its executive committee, and chairman of its audit and risk management committee. Until March 2002, Mr. Heyman was Chairman of Citigroup Investments Inc., which managed Citigroup's proprietary investments, including all public and private equity-related investments, real estate, and alternative investments, plus Citigroup's pension fund. He founded and was Chief Executive Officer of Tribeca Investments, L.L.C., a Citigroup subsidiary (and NYSE member firm) which conducted merger arbitrage, convertible hedging, and distressed securities investing. Mr. Heyman rejoined Citigroup in 1995. Fro 1993 to 1995 he was a managing director, and head of the Private Investment Department, of Salomon Brothers Inc. From 1991 to 1993, Mr. Heyman was Director of the Division of Market Regulation of the U.S. Securities and Exchange Commission in Washington, D.C. Before entering government, Mr. Heyman was head of the arbitrage department of Smith Barney, and before that, for nine years in the 1980s, he co-funded and ran his own broker-dealer, Mercury Securities, also in the arbitrage business. He began his career as a securities lawyer, principally from Cravath, Swaine & Moore. Mr. Heyman received his B.A., magna cum laude, from Princeton University, where he was elected to Phi Beta Kappa, and his law degree, cum laude, from Harvard Law School. He is currently a member of the Advisory Council of the Bendheim Center for Finance at Princeton University, the Economic Club of New York, and the Council on Foreign Relations (where he is a member of the Investment Advisory Group). He is also a member of the Investment Committee of UJA-Federation of New York. Mr. Heyman is married to Katherine (Wendy) Dietze, and they live in New York City.
Gregory S. Rubin is Managing Director & General Counsel of Oak Hill Advisors, a leading alternative investment firm with $32 billion of capital under management across performing and distressed credit investments in North America and Europe. Mr. Rubin has overall management responsibility for the firm’s global legal and compliance services. He serves on various firm committees including risk management, compliance and valuation. Mr. Rubin previously served as a Vice President and Regulatory Counsel in the Institutional Securities Group at Morgan Stanley and as a corporate and securities attorney at Lewis and Roca, LLP. He earned a J.D. from Cleveland-Marshall College of Law and a B.B.A. from the University of Cincinnati.
Mr. Zinn founded Atalaya Capital Management in 2006 and serves as its Managing Partner and Chief Investment Officer. Atalaya Capital Management is a special opportunities and private credit manager that manages capital on behalf of a wide range of investors including endowments, foundations and public and corporate pension plans. Mr. Zinn was previously responsible for HBK’s strategy to originate and invest in corporate and real estate loans and other special situation investments. Prior to HBK, Mr. Zinn established Highbridge/Zwirn Capital Management’s European investment effort and concentrated on media and telecom special situation investments in the U.S. Mr. Zinn was also a private equity investment professional at Leonard Green & Partners, L.P. and began his career as an investment banking analyst in the Los Angeles office of Donaldson, Lufkin & Jenrette. Mr. Zinn received a BA, magna cum laude, in Physics and Economics from Claremont McKenna College, where he was elected to Phi Beta Kappa and was an NCAA All-American tennis player.
Jeffrey Moskowitz, CPA, has more than 15 years of experience providing audit and accounting services, primarily focused on serving clients in the financial services sector. His clients include broker dealers, investment management companies, hedge and private equity funds, and finance companies. Jeff is a member of CohnReznick’s Financial Services Industry Practice and has also been a member of the Firm’s Quality Control Department. He has worked with clients from start-ups to multi-billion dollar SEC registrants, both in a direct client service and quality control capacity. Prior to joining CohnReznick, Jeff worked in a financial services industry practice of a Big Four firm and an international accounting firm where he gained more than 10 years of experience providing audit and assurance services for clients in the financial services sector. His experience during that time included analysis of quarterly and annual financial statements in compliance with SEC regulations, assessing internal control procedures, as well as performing annual audits of private companies. Jeff has lectured at a number of financial service events and is involved in various publications in the financial services industry. He also actively participates in several local institutions. In 2015, Jeff was named as a CPA Practice Advisor “40 Under 40” honoree, which recognizes professionals helping lead the accounting profession into the future.