MAHFA 2014 Outlook Event
Mid-Term Elections, Rising Interest Rates, Global Economy and Geopolitics and how they may impact investing in 2014 and beyond.
Please join our distinguished panel as they discuss the opportunities and the roadblocks ahead for 2014.
Josh Kaplan, Managing Director, Hedged Strategies, Ascension Health Alliance
Mr. Kaplan is responsible for the oversight and management of the hedge fund portfolio which totals roughly $4 billion. Prior to joining Ascension Health Alliance, a subsidiary of Ascension Health, Mr. Kaplan served as CIO at Drexel University in Philadelphia, PA. As Drexel’s first ever CIO, Mr. Kaplan built out the investment office and managed the University’s $500 million endowment assets. Under his leadership, Drexel was nominated for Mid-Sized Nonprofit of the year in 2009 by Foundation & Endowment Money Management. Mr. Kaplan was also named one of the Rising Stars of Foundations and Endowments by Institutional Investor. Before arriving at Drexel, Mr. Kaplan was CIO at Smart Financial Advisors, a multi-family office located in suburban Philadelphia. Prior to Smart, he was a Portfolio Manager at Lockwood Advisors, an asset management subsidiary of The Bank of NY Mellon.
Mr. Kaplan holds a BBA in Finance from Emory University in Atlanta, GA. He is on the board of directors of the Mid-Atlantic Hedge Fund Association and is a member of the CFA Institute and the CFA Society of Philadelphia. He has been quoted in several publications such as The Wall Street Journal, The Financial Times, Buyouts Magazine, Pensions & Investments and Infovest. Additionally, Mr. Kaplan has been profiled in Absolute Return Magazine, Alpha Magazine, Foundations and Endowments Magazine and Strategy Focus. He is married and has two children.
James C. McGrath, CFA, FRM, CAIA, Partner & Director of Research, LGL Partners
James C. McGrath is a partner and Director of Research for LGL Partners. He brings more than fifteen years’ experience in capital markets, security analysis, due diligence, banking, and investment research. He joined the firm in 2003 and was instrumental in developing its alternative assets investment program and research functions.
Previously, Mr. McGrath was with the Federal Reserve Bank of Philadelphia where he assessed asset backed securities, emerging transactions, and payment system risk and economics. Prior to joining the Federal Reserve, Mr. McGrath developed partnership accounting and trade order management solutions and led the group that implemented risk management methodology and portfolio analytics for Banc of America’s hedge fund clients. Previously, Mr. McGrath was a member of the Financial Engineering team of the Global Principal Finance group at UBS. He structured securitized credit products and implemented daily hedging and financing transactions for the group’s global portfolios. He began his financial career on the Global Equity Program Trading desk at Salomon Brothers as a quantitative analyst.
Mr. McGrath graduated from the University of Pennsylvania with honors, earning an undergraduate degree in Philosophy and a degree in Economics from the Wharton School. He was a Joseph Wharton Scholar and a three-time letter winner in varsity lightweight crew. He earned an MBA in Finance with distinction from the Yale School of Management where he helped to teach several courses in finance, statistics, and game theory, and was a teaching assistant for Roger Ibbotson. Mr. McGrath has been on the United States team at the World Championships in orienteering for four consecutive years. He founded the endowment for the United States Orienteering Federation and has served on several non-profit boards.
Christopher Baucom, CFA, Managing Director, Ascent Private Capital Management of U.S. Bank
Christopher L. Baucom is managing director of investment consulting for Ascent Private Capital Management of U.S. Bank.
Before joining Ascent, Mr. Baucom worked for more than 11 years at Fort Washington Investment Advisors, Inc., most recently serving as managing director of private equity and a member of the firm’s investment committee. At Fort Washington, Mr. Baucom helped build a primary and secondary investment program where he was involved with raising seven institutional private equity funds of funds and investing over $700 million in more than one hundred private equity partnerships and secondary transactions. Mr. Baucom was also a co-founder of Copernus, Inc., a venture-backed software company specializing in the management of business information. Mr. Baucom started his career with the Procter & Gamble Company.
Mr. Baucom earned a bachelor’s degree in industrial engineering from North Carolina State University in Raleigh, N.C. and an M.B.A. from The University of Chicago, where he was awarded the Booth School of Business CEO award. Mr. Baucom is a Chartered Financial Analyst™ charter holder. Additionally, he serves on the Cincinnati Opera’s Board of Trustees and is a member of the investment committee.
Leland R. Miller, Co-Head of International Policy, Political Alpha LLC
Leland R. Miller is Co-Head of International Policy for Political Alpha, a boutique research firm that provides institutional investment managers with industry-leading macro intelligence, research, and analysis. He is also President & CEO of China Beige Book International, the world’s leading data analytics firm focused exclusively on the Chinese economy and publisher of The China Beige Book™, described by one national publication as “Wall Street’s data bible on everything China.”
A leading expert on China’s economy and financial system, Mr. Miller is a frequent guest on media outlets such as CNBC and CNBC Asia, Bloomberg TV and Radio, BBC, Monocle 24, FOX News and FOX Business, al Jazeera, China’s CCTV and Pakistan’s Geo-TV, among others, and his writings have appeared in such publications as The Wall Street Journal, Forbes, Foreign Policy, The Washington Post, The Washington Times, Institutional Risk Analyst, and Far Eastern Economic Review. He also serves regularly as a speaker at research institutions such as the Atlantic Council, Center for Strategic and International Studies, Heritage Foundation, Hudson Institute, US-China Business Council, Chicago Council on Global Affairs, National Committee on US-China Relations, and the Council on Foreign Relations.
Mr. Miller holds a law degree from the University of Virginia School of Law, a master’s degree in Chinese history from Oxford University (St. Antony’s College), and did graduate Chinese language study at Tunghai University (Taiwan). In 2004, Mr. Miller received the Gerald Segal Fellowship Prize in Asian Security, awarded annually to a single individual worldwide by the International Institute of Strategic Studies (IISS), and in 2006-08 was named an American Bar Association (ABA) Business Law Fellow, a position from which he helped oversee the organization’s review of the Chinese banking system. Mr. Miller is an elected member of the National Committee on U.S.-China Relations, the International Club of Business Economists, and the National Committee on American Foreign Policy.
Date/Time: Wednesday, February 19, 2014 from 4:30 pm – 7:00 pm
Format: Panel discussion followed by hors d’oeuvres and cocktails
Location: The Racquet Club of Philadelphia http://www.rcop.com/
Address: 215 S. 16th Street, Philadelphia, PA 19102
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