Compass Speaker
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David Sheng
David Sheng is a managing director on the portfolio advisory team at Aksia and is responsible for alternative investment programs in the Americas, focusing on hedge funds and private credit. Sheng leads alternatives coverage for Aksia’s institutional Canadian clients. Prior to joining Aksia in 2018, he was a senior manager research analyst at Man FRM…
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Reyno Norval
Reyno Norval is a partner at OIC and responsible for leading their investor-focused function, the IDEA Group. Norval is a member of the ESG Committee and Investment Allocation Committee. Prior to joining OIC, Norval was a managing director at Asante Capital leading several infrastructure and private equity fundraisings, including OIC’s inaugural infrastructure credit fund. Prior…
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Rodrigo Louro
Previously, Rodrigo Louro was a partner and head of manager research at Turim, which he joined in 2013. He led manager sourcing, diligence, and monitoring across all asset classes, and led the private investments program for the firm. From 2019 to 2024, in addition to being the head of research, he was also the CEO…
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Rob Ryan
Rob Ryan is founder and CEO of Aristata Capital, the first commercial litigation fund focused on social and environmental impact. Ryan worked in public interest law for almost a decade as head of development and strategy at ClientEarth, Europe’s leading environmental law NGO, following seven years developing social impact solutions for high net worth individuals,…
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Hans Vaule
Hans Vaule is a partner and chief investment officer in the private client practice at Cambridge Associates, where he specializes in working with families, family offices, and family foundations globally. Hans is dedicated to building highly customized investment portfolios, thoughtfully designed to address each client’s unique needs, values, and long-term objectives. With more than 20…
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Clarence Williams
Clarence Williams is the president and treasurer for the National Association of Securities Professionals-New York Chapter. He is also a board member for the National Association of Securities Professionals headquartered in Washington, DC. He is the Board Chair for Today’s Students Tomorrow’s Teachers. He is also a trustee for Grace Baptist Church in Mount Vernon,…
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Christine Phillpotts
Christine serves as Portfolio Manager for Ariel’s emerging markets value strategies. Additionally, as a Senior Research Analyst, she researches consumer and real estate stocks across Asia, Latin America, Middle East and Eastern Europe. She also covers all sectors in Africa. Christine joined Ariel after 10 years at AllianceBernstein (AB) where she held the positions of…
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Jennifer Katz
Jennifer Katz is the director for investments at the Doris Duke Foundation. In this capacity, she is responsible for evaluating investment opportunities across multiple asset classes, including venture capital and global public equity. Katz also contributes to portfolio-level asset allocation and investment policy management, and she serves as the head of mission-aligned investing for the…
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Keon Holmes
Keon Holmes is a managing director for the Endowment & Foundation Practice at Cambridge Associates. Holmes invests on behalf of universities, foundations, hospitals, cultural institutions, independent schools, and private clients across the world, ranging in size from $40 million to over $9 billion. Holmes is a board member at the CFA Society Boston and Council…
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Admiral James Stavridis
Admiral Stavridis is partner and vice chair of global affairs of The Carlyle Group and chair of the board of trustees of the Rockefeller Foundation, following five years as the 12th Dean of The Fletcher School of Law and Diplomacy at Tufts University. A retired 4-star officer in the U.S. Navy, he led the NATO…
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Lieutenant General Robert Walsh (Ret.)
Lieutenant General (Ret.) Robert S. Walsh is an academy securities’ geopolitical intelligence group member. Walsh served in the Marine Corps for over 39 years, completing his career as the commanding general of the Marine Corps combat development command and the deputy commandant for combat development & integration. In his last assignment, he was responsible for…
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Geeta Kapadia
Geeta Kapadia is the chief investment officer of Fordham University, where she manages the endowment of $1 billion in assets and oversees all aspects of the portfolio management process. Prior to joining Fordham in August 2022, she was the associate treasurer of investments at Yale New Haven Health System, where she led the team responsible…
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