Virtual Event

Beyond Capital, facilitated by
eVestment, a Part of Nasdaq

This event has concluded. Watch replays of the sessions below.

About The Event

eVestment’s mission has always been to connect institutional investors, consultants, asset managers and hedge funds. We do this through the eVestment platform, relied on by 1000+ asset owners and consultants to research managers – including traditional and alternatives boutiques. We also connect allocators and managers through capital-introduction events.

Beyond Capital is specifically designed to go beyond data and connect our investor and manager clients in one-on-one settings. In addition to one-on-one meetings, the event program includes insights into:

The ODD process
Institutional trends reflected in eVestment data
How investors construct manager screens and evaluate emerging managers and hedge funds

Key Takeaways

In addition to personal interactions with investors and consultants, boutique managers will leave with a better understanding of how to prospect E&Fs and family offices and how to ensure their unique ESG and diversity narratives come across in database marketing.

Download Resources From This Event

Diversity & Inclusion: The Path to Transparency

Brand Awareness Rankings (Jan 2022)

Institutional Intelligence Report (Global Version, Dec 2021)

Institutional Intelligence Report (EMEA Version, Dec 2021)

Institutional Intelligence Report (APAC Version, Dec 2021)

US Public Plan Asset Allocation Report (2021)

Establishing an Institutional Brand

Establishing an Institutional Brand (For Hedge Funds)

Establishing an Institutional Brand (For ex-US Managers)

Session 1

Consultant Perspectives: Operational Due Diligence with Aon

In this session, Aon will explain how managers can best prepare and position themselves during an operational due-diligence review. Aon will also share a critiqued version of its proprietary ODD IQ report.

Rian Akey

Rian Akey is the Global Head of Aon’s Operational Risk Solutions and Analytics group; he joined Aon in 2015. Rian is responsible for developing and implementing operational risk identification and reduction strategies across Aon’s global client portfolios, which have exposure to thousands of investment managers globally, across all asset classes.

John Lammers, CFA

John Lammers is Chief Investment Officer of Circumference Group’s Core Value Fund, where he oversees fund performance and the investment team’s implementation of methodologies used to evaluate a company’s sustainable long-term value. John has over 20 years of investing expertise in public and private markets and previously served as a Portfolio Manager at Moore Capital Management.

Jacob Gorelick

Jacob Gorelick leads eVestment’s alternatives team, providing hedge funds and other alternative managers with eVestment services aligned to enhance our clients’ strategic marketing efforts, competitive strategy, and business development initiatives. Prior to eVestment, Jacob worked in Operational Due Diligence at Man Group and as Head of Marketing at a hedge fund for four years.

Session 2

Investor Perspectives: Emerging Managers and Allocation Considerations Moving Forward

In this panel, a panel of institutional investors will discuss the universes they are researching today and the trends they anticipate over the next 3-5 years; ESG considerations in their portfolios, how they use ESG ratings and how managers without a dedicated ESG strategy can communicate their views on ESG; how they think about diversity and inclusion, and whether their D&I expectations differ for larger vs. smaller managers; how they use databases such as eVestment in their due diligence and how they view managers with incomplete data; and how many managers they work with and how they view emerging managers

Ryan Bailey, CFA, FRM, CAIA, CMT

Ryan Bailey, CFA, FRM, CAIA, CMT, is the Partner & CIO of Carbonado Partners. With 22 years of experience in financial services, Ryan was previously Head of Investments at Children’s Health System of Texas, where he oversaw $1.8 billion in assets, and also former Interim CIO and Investment Officer at the Meadows Foundation. Ryan has worked as an Equity Research Associate at Solomon Smith Barney, Deutsche Bank, and Credit Suisse, and holds a B.A. in Economics from Yale University.

Adam Choppin, CFA

Adam Choppin, CFA, is the Assistant Portfolio Manager for multi-manager strategies at Xponance (fka FIS Group), a $14bn AUM Philadelphia-based asset manager with $6bn in multi-manager strategies. Adam joined Xponance in May 2013. Adam is also Chairman of the Board of the Association of Professional Fund Investors (APFI), the global professional non-profit association exclusively for fund buyers, allocators, and other manager research professionals.

Brian O'Rourke, CFA

Brian O’Rourke, CFA, joined Mediolanum International Funds Limited (MIFL) in 2015. He has over 23 years investment experience across investment consultancy and asset management globally. He works on the Multi-Manager team as Head of Investment Partnerships. The role includes oversight of some of MIFL’s strategic external manager relationships, as well as identification of new partnership opportunities for the MIFL product range which has current assets of over €50bn. Brian is a CFA charter holder and holds a graduate degree in Business Studies from the University of Limerick.

Shar Kassam

Shar Kassam is the Chief Operating Officer of Nasdaq Asset Owners Solutions, focusing on connecting with asset owners and aligning with industry stakeholders to pursue Nasdaq’s overall vision for the markets, data and technology. Previously, Shar was the Deputy Chief Investment Officer of the $35+ billion Employees Retirement System of Texas (Texas ERS). She most recently served as the Executive Director for the AIF Institute, a global investment think tank that represents over $50 trillion AUM from the leading asset owners focusing on areas of research in private market investment strategies, ESG, DEI and financial innovation.