MSAIA Events

Topic

UBS - April 10th or 11th, TBD

Freedom Capital Markets - May 15th or 16th, TBD

Allocator discussion, "Investing with Headwinds of Monetary Contraction, Deficits, Debts and Demographics"

Moderator: David Salem, Head of capital allocation at Hedgeye Risk Management, Boston

Panel speakers:

Jeff Lewis, Staff VP and Assistant Treasurer, FedEx Pension Fund

Anders Hall, Vice Chancellor of Investments and CIO of Vanderbilt University Endowment

Morrow Bailey, Managing Director at HF Capital, Knoxville, TN

Alternative Investment Solutions Drive Alpha in a New Market Regime 

Moderator: TBD

Topic

Innovation in Logistics

Panel moderator: Danielle Dupriest, President & CEO, GLCC, inventor of collapsible intermodal shipping containers.

Panel speakers:

Ingrid Schafrick Crafford, PE, Assets and Operations Transformation Leader, Norfolk Southern Corp., Atlanta

Ido Sarig, Managing Director, Alchemist Accelerator, Memphis Hub.

Seth Holm, CEO/Founder/PM, West Brow Capital, Chattanooga

Multi-generation Family Offices: Balancing Operating Businesses, Real Assets, Financial Assets and Family Foundations

Moderator: 

Vaughan Scott, MBA, CPWA®, Axiom Financial Strategies Group, in New Albany, IN, and adjunct professor at University of Louisville.

Panel speakers:

David C. Wells, Nashville-based Founder and CEO, Family Capital Strategy, and investment committee member of four different family offices. 

Henry Guy, President & CIO, Pittco, a Memphis-based single-family office for the family of Joseph R. (Pitt) Hyde, founder of AutoZone, and his wife, Barbara Hyde. 

Hal Callais, CIO, Callais Capital Management, a New Orleans-based family office and independent investment manager.

Additional single family office.

MSAIA Keynote Speaker and Holiday Mixer

Evolution of Music Rights and Economics in the Music Industry

Speaker: Bart Herbison, Executive Director of the Nashville Songwriters Association International (NSAI)

Moderator: Brad Peterson, SVP Music & Entertainment, Regions Bk

Global Macro/ Systematic Trading Panel Discussion

Making Sense of The Dislocation Clues in Markets With Global Macro Insights and Systematic Trading Signals

Moderator: Greg Dyra, MSAIA

Panel speakers:

Tom Holliday, Founder of HIP Investments, Nashville

Emily Evans, Managing Director of Hedgeye Risk Management

Mark Aune, Principal of Aune Capital Management LLC,

Tom Landstreet, CEO Founder of N3L Capital Partners, Nashville

MSAIA Artist First Series - Music Rights Mixer

Bring your next generation teenager to hear a live performance of a couple of songs by a 13 year old Nashville new-comer, artist/ singer / songwriter, Alana Cruz-Ehrlich.

The MSAIA is partnering with music publishing rights organizations to understand the music royalty business and to explore the 2018 Music Modernization Act ("MMA") which may be the best songwriter-friendly legislation ever passed.

After all, It All Begins With a Song!

Private Digital Health Company Perspective

The Able Channel: "Netflix-meets-Healthcare" Potential To Transform Healthcare and Improve Clinical and Business Outcomes Through a Direct to Patient (DTP) Healthcare Streaming Service.

Speaker: Brian McCourt, Founder & CEO, The Able Channel

• Improving patient engagement can drive better data, improved outcomes, higher utilization and new revenues.

• Discrete, private channels delivered direct-to-patient DTP.

• Content also delivered direct-to-consumer DTC.

• New healthcare channel is disruptive, differentiated and scalable for 133 million chronically ill and disabled Americans.

• Easy to implement cloud-based solution is currently in the field with major, trusted healthcare providers. 

• Transitioning from non-revenue pilot test engagements to contractual revenue in 2022.

• Building strategic relationships with companies delivering smart hospital rooms, telehealth and remote patient monitoring.

Preview The Able Channel here

Becker's Hospital Review recently claimed, "Sharing authentic patient stories and becoming a digital-first marketing organization are some of the strategies Cleveland Clinic employed to become the No. 1 healthcare brand."

Greg Dyra is a co-founding board member of The Able Channel.

Nashville Summer 2022 Mixer

Celebrating new members who have recently relocated to Nashville! Bring a new friend to expand the alternative investment community.

Fireside Chat: Imagining the Intersection of Artificial Intelligence and Life Sciences in 2030 

• Sean McClain, Founder & CEO, Absci Inc. (Vancouver, WA)

• Josh Trantum, CIO, Curex Capital Advisors (Nashville, TN) and Co-Founder of The Tennessee Biotechnology Investment & Policy Roundtable.

Read why the life sciences sector is a good sector for the State of Tennessee - https://tnecd.com/wp-content/uploads/2020/02/TN-Life-Sciences-Study_RTI-FINAL_Jan2020_2.pdf 

Please listen to Absci’s latest break throughs disclosed last month:

• 3/22/22 Absci Develops Groundbreaking Machine Learning Models for In-Silico Antibody Design, Powered by NVIDIA

• 3/7/22 Absci Fireside Chat at the Cowen 42nd Annual Healthcare Conference: Cowen’s Steven Mah interviewed Absci’s CEO Sean McClain

3/1/22 Truist Life Sciences AI Symposium – Biotech & Tools: Truist cancer biology analyst, Robyn Karnauksas, interviewed Absci’s CEO Sean McClain, CSO Matthew Weinstock and Lead AI Scientist Joshua Meier.

MFA Partnership Program: 2022 Policy and Regulatory Preview

Presenters:

• Jillien Flores, MFA Executive Vice President & Head of U.S. Government Affairs

• Jennifer Han, MFA Executive Vice President, Chief Counsel & Head of Regulatory Affairs

Preview of the legislative and regulatory developments to expect in 2022 impacting the alternative investment and private capital industry, including:

• SEC private funds and disclosure regulations.

• Federal and state tax developments (including the budget reconciliation package).

• Updates on states’ pass-through entity tax changes and SALT workarounds.

• Midterms.

The MFA team will also provide an overview of MFA's engagement strategy on behalf of members. This is event is off the record, closed to press, and only open to members of MFA Partnership Program partners.

Rebooting MSAIA with the first in-person meeting in two years!

Rock The Street, Wall Street ("RTSWS") founder, Maura Cunningham, described the nonprofit's growth trajectory since its founding in 2013 in Nashville. RTSWS has grown to 51 high schools in 26 cities in the US and Canada.

RTSWS is a financial and investment literacy program designed to spark the interest of a diverse population of high school girls into careers in finance.

More information at https://rockthestreetwallstreet.com/home/ .

"Bringing More Than Financial Capital To Middle Market, Family Owned and Led Businesses: Paths To Sustainable Growth"

Special guest will be, Austin, TX-based Tom Meredith whose 35 year career includes extensive experience in corporate finance, manufacturing, finance operations, and global financial markets. Tom held various senior positions at Dell from 1992 to 2001 as annual revenues scaled from $2 billion to $25 billion. He served as CFO, SVP of Business Development and Strategy, and Managing Director of Dell Ventures. After Dell from 2003 to 2018, Tom was Chairman of Meritage Capital, an investment firm specializing in multi-manager hedge fund portfolios. Prior to joining Dell, he was VP and Treasurer for Sun Microsystems and Co-Founder and GM of Amdahl Capital Corporation.  

See full biography at https://brightstarcapitalpartners.com/our-team/ .

"The Real Estate Spectrum: Core, Value Added and Opportunistic"

Moderator: Briana Succop, Vice President of Client Servicing and Marketing,  Harrison Street

Panel speakers:

JP Rachmaninoff, Tennessee Consolidated Retirement System, Director of Real Estate

Carissa Dunaway, Oak Ridge National Laboratory (ORNL), Division Director, Pension & Savings.

Hunter Craig, Highland Associates, Managing Director.

"Credit Market Specialists Outlook for 2019"  (video replay)

Moderator: Jacob Walthour, Co-Founder, CEO of Blueprint Capital Advisors

Panel speakers:

Fadi Bousamra, CIO and Assistant Treasurer for the Metropolitan Government of Nashville and Davidson County

Ross Van der Linden, Managing Director of Golub Capital

Richard Fitzgerald, Co-Founder and Managing Director of Capital Spring

Greg Hagood, Co-Founder and Managing Principal, Nephila Advisors

“How Investors Are Positioning Portfolio Exposures for 2019” 

Moderator: Meredith A. Jones, Nashville-based researcher, writer, speaker and expert in the alternative investment industry.

Panel speakers:

Beth Johnson, CFA, CAIA, Partner/ Sr. Inv. Consultant, Mercer Investments

David Pruitt, Co-founder, Ashdon Investment Management 

Alan C. Fuller, Founder, President and CEO, Alliance Real Estate

"Health Care Services Private Equity Investment Perspectives"

Moderator: Carol Womack, Principal, Diversified Trust

Panel speakers:

Angela Humphreys, Member and Chair of the Healthcare Practice Group, 

Bass, Berry & Sims

Arthur I. Henderson, Senior Portfolio Manager, Tennessee Consolidated Retirement System

David Fitzgerald, Partner, Petra Capital Partners

Eric Keen, Partner, Council Capital

"Gender and Investing: How Increasing Diversity in Investment Management Could Boost Wall Street and Main Street." 

Moderator: Meredith A. Jones, Nashville-based researcher, writer, speaker and expert in the alternative investment industry.

Panel speakers:

Beth Johnson, CFA, CAIA, Partner/ Sr. Inv. Consultant, Mercer Investments

Angela Helbig, CFA, CMT, Founding Principal of HMS Investment Advisors

Lisa Calhoun, Founding Partner of Valor Ventures

"Allocators' Perspectives on the Role of Alternative Investments." 

Moderators: Ed Robertiello, CIO, Blueprint Capital Advisors LLC 

Speakers: 

Gene Krinn, Principal, SeaSpire Advisors/ Senior Advisor, Capital Cities

Greg Dyra, Managing Member, Obair Capital

Nashville Fall 2017 Mixer - two hours of networking. 

"Hedge Fund Portfolio Perspectives: Short Selling Revisited" (Video Replay)

Moderator: Meredith A. Jones, Nashville-based researcher, writer, speaker and expert in the alternative investment industry 

Panel speakers: 

Michelle U. Gass, Principal, Paradigm Advisors, an RIA in Dallas, TX 

Thomas Landstreet, Research Dir., Tell-tale Capital Corp./ Forbes contributor

"Allocators' Perspectives on Emerging Managers: Seeding Options and What It Takes To Go From Start-up To Success."  (Video Replay)

Moderator: Christine Breck, Texas Wall Street Women, and Managing Partner, Longstone Capital Advisors

Panel speakers:

Shawn Goodman, Managing Director of Investments, Vanderbilt University

Shakil Riaz, Managing Director, Head of US Alternative, Portfolio Management & Global CIO for Rothschild Asset Management Inc.

Blanding Beatty, VP, Century Investment Partners, and formerly Director - Real Assets at Arlington Family Offices (Birmingham, AL)

Nashville + TN FinTech Accelerator luncheon

Moderator: Milt Capps, Editor & Publisher, VentureNashville.com

Panel speakers:

Joe Maxwell, Ipreo - Shareholder Insite

Rob Metcalf, Digital Reasoning Systems

John Philpott, Interactive Advisory Software

David Trainer, New Constructs

Hal Gentry, managing director, SixThirty FinTech Accelerator in St. Louis.

Produced as a public service by Venture Nashville Connections (VNC)

"Health Care Services Private Equity Investment Perspectives"

(video replay)

Moderator: Carol Womack, Principal, Diversified Trust

Panel speakers:

Derrick Dagnan, Senior Portfolio Manager, Tennessee Consolidated Retirement System

Theresa Sexton, Managing Director, Claritas Capital LLC

Eric Keen, Partner, Council Capital

Screening of documentary, "Money For Nothing: Inside the Federal Reserve" 

Narrated by the award-winning actor Liev Schreiber, Money For Nothing featured interviews with Janet Yellen, Paul Volcker, Jeremy Grantham and many of the world's best financial minds.

"Hedge Fund Portfolio Perspectives: Short Selling Challenges in 2013"  

(video replay:  part 1, part 2)

Panel speakers:

Brad Weeks, Portfolio Manager, Courage Capital Management, LLC

Michael L. DeJarnette, President, ConvergEx Prime Services

Michael Long, Founder, Short Alert Research

Thomas Fairfax Landstreet, Founding Investor and Research Director, TELL-TALE Investment Advisors

"Marketing: What it Really Takes to Raise Assets for Your Fund",

Speaker: Bryan Johnson   (website) (video replay)

CFA Exam After-Party in partnership with The CFA Society of Nashville (CFASN)

"Health Care Services Private Equity Investment Perspectives"

Panel speakers:

Carol Womack, Principal, Diversified Trust

Mike Mauldin, CEO & CFO, SpecialtyCare

Grant Jackson, Managing General Partner, Council Capital

Duncan Dashiff, Co-founder, Epiphany Health Ventures

"Fear and Opportunity in Today's Credit Markets"

In support of The Owen Graduate School of Management and The CFA Society of Nashville (CFASN)

Panel speakers:

Howard W. Lutnick, Chairman & CEO, Cantor Fitzgerald

Roger W. Ferguson, Jr., President & CEO, TIAA-CREFF

Robert Whaley, Professor, Vanderbilt University

Michael Brakebill, CIO, Tennessee Consolidated Retirement Systems

"Hedge Fund Portfolio Manager Perspectives: Managing Net Exposure"

Moderator: David Fox, Titan Advisors

Panel speakers:

Timothy Kelly, Portfolio Manager, Avondale Conquest I

Scot Phillips, Portfolio Manager, Maximum Pessimism Fund, Templeton and Phillips Capital Management, LLC

Joe Altman, Co-founder and Principal, COMPOUND Capital Management

Thomas Landstreet, Founding Investor, TELL-TALE Investment Advisors

"The US Presidential Cycle and the Economy"

Presenter: Arthur B. Laffer, Jr., President, Laffer Associates

"Entrepreneurship, Innovation, and Angel Investing in Middle Tennessee"

In partnership with The CFA Society of Nashville (CFASN)

Panel speakers:

Michael Burcham, President and CEO, Nashville Entrepreneur Center

David Furse, Owen Graduate School of Management, Vanderbilt University

Chase Perry, Nashville Capital Network

CFA Exam After-Party - Rest, Relaxation and Reconnection. In partnership with The CFA Society of Nashville (CFASN)

"Managed Futures: Too Risky or Reliable Portfolio Diversifier?"

Moderator: Joe Wade, Centennial Partners, LLC,  an RIA, CTA and CPO.

Panel speakers:

Dow McVean, McVean Trading, manages over $1 billion in the futures markets Alan Konn, Uhlmann Price Securities (Chicago), the exclusive selling group manager for the Rogers International Commodity Index® (RICI) fund

G. Maxwell Eagye, Altegris, actively manages mutual funds and futures managed accounts

MSAIA @ Owen - "Equity Market Volatility Trading”

In partnership with Owen Graduate School of Management and Owen's Financial Markets Research Center

Presenter: Professor Robert E. Whaley, Owen School of Management

Remember to recruit at Owen - go to http://owen.vanderbilt.edu and http://recruitatowen.com

"US Banking: Evidence of Healing and Hurting"

Panel speakers:

Jeff Davis, CFA, Managing Director of Guggenheim Partners See Jeff's Jan 18, 2012 regional banking comments at www.bloomberg.com/video/84482718/

Jonathan Holtaway, CIO of 1st Portfolio Holding Corporation and President of Ategra Capital Management, LLC

John Spence, Advisor to corporate GP of Spence Limited and B$ Financial and writer/ publisher of The Vulture’s Roost

James Wingett, Managing Director of Wolf River Capital Management, LLC

Allocator discussion: "Five Reasons We (Usually) Miss Fraud Signals"

Presenter: Cynthia Harrington, CFA, CFE, Cynthia Harrington & Associates, LLC

COO, CFO and CCO discussion topics

Moderator:  Karl Jordan, Decosimo

Panel speakers:

"Implementing Dodd Frank Requirements" by Marshall Harvey, Decosimo

"Accounting Standard Updates Affecting Investment Companies" by Renee Ford, Decosimo

"What you need to be looking out for in the next year" by Lynn Rodgers, Decosimo

Allocator discussion, "Investing with Developed Market Headwinds of Deficits, Debts and Demographics"

Moderator: Greg Dyra, Obair Capital, LLC

Panel speakers:

Andrew Seamons, PittCo Capital Partners

Jeff Lewis, FedEx Corporation Retirement Investments

COO, CFO and CCO discussion, "Meeting the Challenges of Dodd Frank for 2012 and Beyond"

Moderator: Vincent Sarullo, Apex Fund Services (US) Inc.

Panel speakers:

Bob Cornish, Jr., Dilworth Paxson LLP

Steve Menna, CPA, Rothstein Kass

"Emerging Managers: Good Buy or Good Bye? An examination of fund size and fund age on performance and risk characteristics”

Presenter: Meredith Jones of Barclays Capital Inc.

"Inflection Points and the Role of Alternative Investments”

Presenter: John Augustine of Fifth Third Private Bank

MSAIA @ Owen Stock Ideas Event

Six stock ideas including Q&A presented in sixty minutes, using a variety of approaches including growth, value, growth & value and event oriented

Presenters:

Ryan Sterling and Mykas Degesys, two of a seven member Owen team managing the TVA Investment Challenge Fund

Jason Beaird, Jetstream Capital 

Scott Hodgson, MidSouth Investment Fund

Chris Black, Rinehart Capital

Joe Altman, Compound Capital

Tom Landstreet, TELL-TALE Investments

"The 2011-12 Political Cycle’s Potential Impact on the Economy”

Presenter: Arthur B. Laffer, Jr., President, Laffer Investments

"Complementary Strategies to Equity, Fixed Income and Real Estate Exposures”

Presenter: Ghislaine Austin, Senior Director of Investments for the Southeast, Wells Fargo Private Bank

"Buying at the Point of Maximum Pessimism”

Presenter: Author, D. Scott Phillips, Jr., Lauren Templeton Funds

"What Are Investors Looking For? Managers Must Act Institutional To Attract Capital”

Presenter: Jeffrey Kollin, Director of Advisory Services, Rothstein Kass

"New Surprise Audit Requirements for RIA’s”

Presenter: Decosimo CPA's

"Capital Markets Outlook for 2010”

Presenter: Ed Clissold, a Nashville native and Senior Global Analyst at Ned Davis Research

"Anticipated Challenges for 2010 and Beyond: An Informal Field Survey of Managers”

Presenter: Dan Smith of Partnership Financial Consulting, LLC

"Importance of Correctly Sizing Positions - Five Mistakes Money Managers Make and How to Use Risk Adjusted Return to Fix Them"  

Presenter: Cameron Hight, President of Alpha TheoryTM Group

Free webcast at http://www.alphatheory.com/demo

MFA Sound Practices, regulatory and international update and “Jack Gaine’s 8 Things You Need to Know in 2009”

Presenter: Jack Gaine, President Emeritus & Special Counsel, International Affairs, Managed Funds Association

Nashville Spring 2009 Mixer sponsored by Nottingham Investment Administration, Malik Law Group and NorthPoint Trading Partners, L.L.C.

"SEC's Current Areas of Focus"

Presenter: Bilal Malik of Malik Law Group

Nashville Fall 2008 Mixer

"Fiduciary Duty in a Bear Market"

Presenter: Tonya Grindon, Attorney at Baker, Donelson

Nashville Summer 2008 Mixer sponsored by Joseph Decosimo and Company 

Nashville Spring 2008 Mixer sponsored by Wachovia Wealth Management 

The MidSouth Hedge Fund Association (MSHFA) inaugural event, sponsored by Greg Dyra, attracted more than just hedge fund professionals