August 13, 8:15 - 9:15 am| Opening Keynote Speaker & Breakfast | Law School Atrium
Investing in Climate and the Energy Transition
J. Drake Hamilton
Science Policy Director, Fresh Energy
J. Drake Hamilton is Fresh Energy’s science policy director. An expert in climate and energy policy at the state and national levels, her responsibilities include scientific analysis and policy development of clean energy solutions to global warming that will maximize economic opportunities. J. represents Fresh Energy at the global climate summits, and witnessed the historic 2015 Paris Agreement; she showcased Minnesota’s nation-leading deep carbon reductions at the 2017 Bonn Climate Summit. She gives more than 50 invited presentations each year to businesses and civic organizations. Her recent business audiences have included 3M, Medtronic, Target, and the Minnesota Women’s Economic Roundtable. J.’s frequent media appearances include television, Minnesota Public Radio, and business press as well as the Washington Post and New York Times. J. earned undergraduate and graduate degrees in physical geography from Dartmouth College and the University of Minnesota, with an emphasis on climatology and water resources, and was formerly assistant professor at The George Washington University. Hamilton serves on the advisory board of the Irving Institute for Energy and Society at Dartmouth College. Minneapolis-St. Paul Magazine named Hamilton “one of Minnesota’s 100 influential people who make things happen.” J. also grows organic peaches, pears, apples, and plums that have won blue ribbons at the Minnesota State Fair.
August 13, 11:45 am - 12:30 pm | FactSet Technical Training Demo | Room 235
Dan Poll, Vice President Quantitative and Risk Analytics, joined FactSet in 2006 and is based in Chicago. He has 10+ years of experience working with FactSet’s Quantitative and Risk Investment Solutions. FactSet’s solutions cover the entire Quantitative Portfolio Life Cycle and support a variety of client types, including global asset managers, private wealth, public pensions, hedge funds, and insurance companies.
August 13, 3:15 - 4:00 pm | The Great Debate | Law School Atrium
Glenn Doggett, CFA
Director of Professional Standards, CFA Institute
Mr. Glenn Doggett is a director of professional standards for CFA Institute. His responsibilities include providing member guidance in applying the ethics and standards of practice policies, supporting related educational and public awareness activities, and working with the Standards of Practice Council of CFA Institute on its initiatives. He is co-host of the free, live, interactive webinars used by CFA Institute to promote ethical decision making and global best practices. Mr. Doggett is also a regular contributor to the CFA Institute Market Integrity Insights blog.
Previously, Mr. Doggett, as a member of the CFA Institute Financial Reporting Policy Group, represented membership interests regarding reporting and disclosures initiatives. Prior to joining CFA Institute, he worked in the financial information sector with SNL Financial. There his work focused on the real estate and energy industries, directing the development and maintenance of a financial data storage system. He regularly provided insights to the media on events and performance of the Real Estate Investment Trust industry.
Mr. Doggett holds a BA in economics from the University of Virginia. He was awarded the CFA designation in 2006 and is a member of CFA Virginia.
Team 1 (arguing against; it's possible)
Chris Bemis, PhD, Head of Quantitative Analysis and Research
Chris leads the quantitative effort at Whitebox Advisors, a multi-strategy hedge fund founded in 1999 with offices globally. His work has covered systematic alpha identification and portfolio management in options, global equities, and credit. His current focus is primarily in the latter along with active research in systematic applications in structured products.
Chris is also an adjunct professor in the University of Minnesota Math Finance Program.
Founder, CEO and Chief Investment Office, Morgan Creek Capital Management
Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. Prior to forming Morgan Creek, Mr. Yusko was President, Chief Investment Officer and Founder of UNC Management Company, the Endowment investment office for the University of North Carolina at Chapel Hill, from 1998 to 2004. Throughout his tenure, he directly oversaw strategic and tactical asset allocation recommendations to the Investment Fund Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. Total assets under management were $1.5 billion ($1.2 billion in endowment assets and $300 million in working capital). Until 1998, Mr. Yusko was the Senior Investment Director for the University of Notre Dame Investment Office where he joined as the Assistant Investment Officer in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management. Mr. Yusko received a BA with honors from the University of Notre Dame and a MBA in Accounting and Finance from the University of Chicago. Mr. Yusko is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. Mr. Yusko is an Investment Committee member of the MCNC Endowment, President and Chairman of the Investment Committee of The Hesburgh-Yusko Scholars Foundation at the University of Notre Dame, and President and Head of the Investment Committee of the Morgan Creek Foundation.
Team 2 (arguing for; it's impossible)
Nick Hansen, CFA, CAIA
Portfolio Manager, Disciplined Growth Investors
Nick joined DGI in 2006 after completing his MBA at the University of St. Thomas, where he had been mentored by DGI Portfolio Manager Rob Nicoski as a student investment manager in the UST Aristotle Fund.
Previously, he had been employed as a 3D artist and animator at a Minneapolis post-production studio, contributing content to nationally televised commercials for brands such as Target, Toys R Us, Marshall Fields, and others, and giving presentations to students and teachers on 3D graphics.
At DGI, Nick was initially assigned little more than observational duties, absorbing the philosophy and culture of the investment team and firm. His responsibilities expanded to generating original stock ideas, performing "portfolio hygiene"—building and maintaining models, and performing spot research on various companies—and conducting broader research for internal purposes, client presentations, and published written work.
Keturah Pestel, CFE, FLMI
Director, Business Ethics, Thrivent
Keturah is the Director of Business Ethics at Thrivent and is responsible for the ethics program for Thrivent Financial and its subsidiaries. She protects Thrivent’s reputation through the strategic management, creation and delivery of the organization’s ethics program, reasonably designed to build, support, and sustain High Quality Ethics & Compliance Programs (HQPs). In this role, she consults with business partners, senior management, and Thrivent Financial and subsidiary Boards of Directors to help ensure Thrivent manifests a strong culture of integrity throughout all levels of the enterprise. She also serves as the Fraud Administrator for Thrivent’s anti-fraud program.
Ms. Pestel joined Thrivent in 1999 and has held a variety of positions in the organization, including progressively responsible roles in project management. She has overseen the Code of Conduct program since implementing it in 2006. See thriventcodeofconduct.com for Thrivent’s digital magazine Code of Conduct, which includes Thrivent investigation summary videos and key policy infographics. Thrivent has been named one of the “World’s Most Ethical Companies” by Ethisphere Institute from 2012 to present for leadership in promoting ethical business standards and introducing innovative ideas to benefit the public. “World’s Most Ethical Companies” and “Ethisphere” names and marks are registered trademarks of Ethisphere LLC. For details, visit Ethisphere.com.
Ms. Pestel graduated summa cum laude from Concordia University, River Forest, Illinois, with a BA in communications and history. She earned an MBA from Metropolitan State University, Minneapolis, Minnesota, and holds the CFE and FLMI designations.
August 13, 4:00 - 5:00 pm | Closing Keynote Speaker | Law School Atrium
A Fireside Chat with Gene Munster, interview by Reed Robinson of Beta.MNGene Munster, Loup Ventures
Managing Partner & Co-Founder, Loup Ventures
Gene Munster is a managing partner and co-founder at Loup Ventures. Prior to Loup Ventures, Gene was a managing director and senior research analyst at Piper Jaffray where he covered technology companies including Apple, Amazon, Google and Facebook. During his 21-year tenure, Gene received acknowledgements including: Best on the Street from The Wall Street Journal, Top Stock Picker from Forbes, and was widely recognized for his work on Apple. Gene holds a bachelor's degree in finance and entrepreneurship from University of St. Thomas.
Executive Director, Beta.MN
Reed has been a founder of a startup, has joined a founding team of a startup and has served on the management team of startup, in addition to co-founding BETA. Adjacent to these experiences, Reed has acted as a consultant to various Fortune 1000 marketing, innovation and product development teams. He is deeply committed to propelling the success of Minnesota-based founders, and is actively building the systems and support networks required to find and develop the area’s next great business leaders.
Reed lives in South Minneapolis, with his wife and daughter, and is regularly seen riding a tandem bike around Lake Harriet with the family.
August 14, 12 - 12:50 pm | Lunch Keynote Speaker | Law School Atrium
Optum Technical Fellow
Kerrie joined Optum as their first Technical Fellow because of the opportunity and challenge for to contribute to UHG’s mission to help people live healthier lives and make health care work better. At Optum, Kerrie is focused on advancing UHG in several strategic imperatives: Artificial Intelligence with a focus on machine learning and deep learning, IoT, Genomics, Blockchain and Cybersecurity. Kerrie leads the Optum’s Fellow and Distinguished Engineer program.
Previously as VP and CTO of Cisco’s Analytics and Automation Platform, Kerrie’s unwavering passion for learning new technologies and ability to reimagine products into solutions to bring greater customer value is why Cisco asked him to join to mature an analytics portfolio focused on machine learning and streaming analytics.
Kerrie joined IBM as an IT Architect and achieved the company’s highest technical distinctions, IBM Fellow, Master Inventor, IBM Distinguished Engineer and Member of the IBM Academy of Technology. Some of his most rewarding assignments involved chaotic, high-pressure customer situations, wicked technical problems, where his calm temperament, technical prowess brought a team to agreement, provided a viable technical solution and a clear path forward to business outcomes that matter. He is fond of appearing on ABC News and a TED talk to discuss IBM’s Watson the day after its historic debut on Jeopardy! He is most proud of his work advancing IBM in SOA and his numerous technology projects, many first of a kind, creating customer products.
As a highly sought-after keynote speaker on technology and future trends throughout the world, c-suite executives seek his guidance on technology strategy and adoption. Kerrie is a strategist, consultant, author, inventor, multidisciplinary technologist, IT architect, and software engineer. He has mentored over a hundred people and is often asked to teach his course on, “How to Become a Technical Leader.”