Rob Balkema, CFA Head of Multi-Asset Solutions, North America
Russell Investments
Rob has primary responsibility for managing Russell Investments’ Multi-Asset Solutions, including institutional investment outsourcing mandates. In this role, he leads the North American team which integrates the firm’s equity, fixed income, real asset, and alternatives capabilities globally. He is tasked with creating strategic asset allocations for the portfolios, selecting active or passive mandates to populate asset classes, integrating the firm’s capital market insights, and positioning the total portfolio to help clients achieve their objectives. Rob has deep experience researching and managing both traditional and non-traditional assets from his 17+ years in the industry, all of which are with Russell Investments.
Previously, following the Global Financial Crisis, Rob was a senior analyst in the investment process and risk group for the investment division at Russell Investments. In this role, Rob focused on learnings from 2008 market volatility and worked on improving the measurement, evaluation, and enhancement of Russell’s portfolio management practice.
From 2006 until 2009, Rob was a member of the global equity team in multiple capacities. He was responsible for evaluating asset management firms worldwide that offer global, international and emerging market equity mandates and supported portfolio managers in the structuring and monitoring of Russell’s global equity strategies.
Rob holds a B.A. in Economics from Harvard College. He also previously served on the board of Covenant House NY, a non-profit organization charged with serving NY homeless youth.
Stephane Corsaletti is the Chief Investment Officer of Allfunds. He is also the General Manager of Allfunds Investment Solutions (Management Company) and the Chairman of Allsolutions (SICAV). He is based in Luxembourg.
Until 2019 he was the CEO (and founder in 1998) of ABN AMRO Investment Solutions, the asset management arm of ABN AMRO Private Banking. After having started his career as an economist at the OFCE, a French think-tank belonging to the state-owned “Fondation Nationale des Sciences Politiques”, Stephane was, until 1998, the Chief Economist and Strategist of Neuflize OBC, a leading private bank in France.
Stephane holds two Master’s degrees, in Economics and Business Administration, as well as a post-graduate diploma in Banking and Finance from La Sorbonne.
Jamie Dunham
Director of Financial Institutions & National Accounts
Jamie Dunham Director of Financial Institutions & National Accounts
William Blair
James Dunham is the Director of Financial Institutions and National Accounts (FINA) at William Blair Investment Management. Based in New York, he’s responsible for the firm’s relationships with financial institutions and the sub-advisory market. James has 30 years of experience in the investment management industry with expertise across the full spectrum of strategies, clients, and geographies.
Before joining William Blair, he was Managing Director and Global Head of Sub-Advisory at Perella Weinberg Partners. Before that, he served as Vice President in the Investment Management Division of Goldman Sachs & Co. Previously, he was Managing Director and Head of Sub-Advisory at Principal Global Investors in New York. Jamie spent six years at Bankers Trust and Deutsche Bank in Australia before joining Principal in the United States in 2000.
He is a graduate of the University of South Australia where he holds both a Bachelor of Business Degree majoring in Banking and Finance and an Associate Diploma of Business with a major in Credit Management. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 Securities License, the Series 63 Securities Agent Law License, the Series 3 Commodity Futures License and the National Futures Association Series 30 Supervisory License.
James is a frequent speaker, panelist and industry source on financial markets and has been a guest on Bloomberg TV. He’s also a former Chairman of Financial Research Associates Sub-Advised Funds Forum. Outside of work, he’s married with two children, has completed over 30 marathons and is a four-time Ironman Triathlete.
William Blair is a premier global boutique with expertise in investment banking and investment management. The investment management business manages $71 billion in assets across U.S equity, global equity, emerging markets debt and alternatives.
Kimberly Flynn Managing Director, Alternative Investments
XA Investments
Kimberly Flynn, CFA is a founder and Managing Director of XA Investments where she is responsible for all product and business development activities. XA Investments has a proprietary closed-end platform and a consulting practice to assist clients with developing US and UK registered closed-end funds. Previously, Kim was Senior Vice President and Head of Product Development for Nuveen Investments’ Global Structured Products Group. Kim received her MBA degree from Harvard University and her BBA in Finance and Business Economics, summa cum laude, from the University of Notre Dame in 1999. Kim earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and CFA Society of Chicago. Kim was recently selected to serve on the Notre Dame Wall Street leadership committee. She also serves as secretary of the Chicago Symphony Orchestra Women’s board executive committee and on the advisory board of Youth Guidance’s Becoming A Man program. She is an active member of the Harvard Club of New York City and the University Club of Chicago where she serves on the Finance Committee.
Eivind Lorgen is the former CEO & President and the Global Head of Manager Selection & Alternatives of one of Europe’s largest and most innovative asset managers in North America. A global leader within multi-assets, responsible investments, and sustainable investment strategies with more than $400 billion in AuM.
He is today an unconstrained advisor to corporate issuers, asset owners & managers, management consultants as well as non-profit organizations and leading business schools. He is a founding member of the Sustainability Accounting Standards Board (today the International Sustainability Standards Board a part of the IFRS) Investor Advisory Group (IAG) and was the Chair from 2020 – 2022. He is today the Chair Emeritus and thus a member of IAG at ISSB.
Eivind is on the Reiman School of Finance Advisory Board for the Daniels College of Business at the University of Denver. He holds a BSBA from the University of Denver and he also did his master’s studies at the University of Denver. He is on the faculty at the University of Denver and University of Glasgow Caledonian (NYC). He has also lectured at Columbia Business School. His work is published by University of Notre Dame. His Executive Management education is from IMD, Switzerland and The London Business School. He is faculty member at Competent Boards a leading educational platform for Board Members. Eivind is a frequent public speaker and lecturer.
Eivind served in the Norwegian Royal Air Force and played varsity soccer for The University of Denver. He lives in Harlem, Manhattan with his family.
Kevin D. Mahn President and Chief Investment Officer
Hennion and Walsh Asset Management
Kevin D. Mahn joined Parsippany, NJ based Hennion & Walsh as a Managing Director in 2004. Currently serving as the President and Chief Investment Officer (CIO) of Hennion & Walsh Asset Management, Mr. Mahn is responsible for all of the Wealth and Asset Management products and services offered at the Firm including fee-based money management and the various portfolio strategies within the SmartTrust® series of Unit Investment Trusts (UITs). Mr. Mahn was also the former portfolio manager of the SmartGrowth® Mutual Funds.
Elana Margulies-Snyderman is a Director of Publications with EisnerAmper’s Marketing Group. Elana oversees, produces and edits various publications of many of the firm’s largest industry groups and service lines. She coordinates thought leadership pieces and industry-related content within these groups for both internal and external audiences.
Elana joined the firm in 2014 in the Financial Services Group, working within the Asset Management Practice where she launched the firm’s quarterly Asset Management Intelligence publication and the Alternative Investments Intelligence blog.
Prior to joining the firm, Elana was Chief Reporter at Pageant Media’s Hedge Fund Manager Week (HFMWeek). She began her career at Institutional Investor’s Alternative Investment News.
Sari J. Mayer, CAIA Director of Marketing and Investor Relations
Global Credit Advisers LLC
Sari J. Mayer, CAIA, is Director of Marketing and Investor Relations at Global Credit Advisers, LLC ("GCA"), a manager of long/short credit funds specializing in research, trading, and portfolio management in primarily high yield corporate credit. The firm AUM was approximately $830 million as of March 1, 2024. Before joining GCA, Sari was Director of Marketing at Boone Capital, manager of an event driven hedge fund. Before entering the hedge fund space, she was a sell-side Latin America Telecommunications equity analyst at Salomon Smith Barney for which she received several industry awards including high rankings as determined by Institutional Investor, and was the Latin America telecommunications investment banking Director at Credit Suisse in New York. Sari earned her BA cum laude in Mathematics and Spanish from Amherst College, and received her MBA in International Finance from New York University’s Stern School of Business, and was selected to and participated in the International Management Program at ESADE in Barcelona, Spain. Sari is a member emerita and past Vice President of the Horace Mann School Alumni Council, a founding member of the Alumnae Council of New York University Stern School of Business, and an active member of 100 Women in Finance and Financial Women’s Association. Sari lives in New York City with her husband and three daughters.
Andrew Miller is a Managing Director at Harbor Capital Advisors, Inc. He is a member of the Investment Research team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor, Andrew was an Executive Director on the Manager Solutions team at JPMorgan Private Bank, where he focused on manager research and investment solutions for JPMorgan’s global wealth management business. Andrew began his career at JPMorgan Asset Management in the U.S. Equity Group, most recently serving as Equity Research Analyst covering industries within the Industrial and Consumer sectors for the firm’s global equity platform, including both long and long/short portfolios. He received his Bachelor of Business Administration in Finance with a concentration in Accounting from William & Mary and is a CFA® charterholder and a CFP® professional.
Ben Nye is the Chief Investment Officer at Narwhal Capital Management where he leads the investment operations of the firm. Narwhal Capital is a boutique investment advisory firm, providing investment management, tax, financial planning, and 401(k) services to its clients. Ben is responsible for the $1.5 billion in assets under management, leading equity research, fixed income strategy, and portfolio management and trading practices of the company.
Ben arrived at Narwhal in 2016, following 5 years at JP Capital Management in Eugene, OR. He is a CFA Charterholder and has also received the FRM designation. He earned an MBA from Emory University’s Goizueta Business School in 2020 and completed his undergraduate work in 2011 at the University of Washington’s Foster School of Business.
