MSAIA Events

Upcoming Events




April, 2024

Nashville, TN

UBS - April 10th or 11th, TBD

May, 2024

Nashville, TN

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

September, 2024

Alliance Bernstein 24th Flr

501 Commerce Street, Nashville, TN

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

December 4-5, 2024

Hotel Noelle, Nashville, TN

Alternative Investment Solutions Drive Alpha in a New Market Regime 

Moderator: TBD


Past Events




October 4, 2023

Epicenter Memphis

150 Peabody Pl, Memphis, TN 38103

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

March 28, 2023

Alliance Bernstein 24th Flr

501 Commerce Street, Nashville, TN

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


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.

December 19, 2022

Nashville -  E | Spaces in 10 Burton Hills, Suite 400

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

October 27, 2022

Nashville - Maggiano's Restaurant

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

September 27, 2022

Nashville - Maggiano's Restaurant

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!

July 20, 2022

July 21, 2022

Nashville 4pm - E | Spaces, 10 Burton Hills, St. 400

Lexington 4pm - DoubleTree/ Hilton 2601 Richmond Road

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

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.

June 21, 2022

Nashville - Maggiano's Restaurant

Nashville Summer 2022 Mixer

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

April 28, 2022

Nashville - Maggiano's Restaurant

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

Read why the life sciences sector is a good sector for the State of Tennessee - 

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

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.

February 16, 2022

Virtual - register for free at...

MFA Partnership Program: 2022 Policy and Regulatory Preview


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

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.

January 19, 2022

Nashville - Maggiano's Restaurant

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 .

November 18, 2019

Nashville - Maggiano's Restaurant

"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 .

October 3, 2019

Nashville - Maggiano's Restaurant

"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.

April 3, 2019 

Nashville - Maggiano's Restaurant

"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

February 19, 2019

Nashville - Maggiano's Restaurant

“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

September 5, 2018 

Nashville - Maggiano's Restaurant

"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

January  11, 2018

Nashville - Maggiano's Restaurant

"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

November 16, 2017

Nashville - Maggiano's Restaurant

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

Moderators: Ed Robertiello, CIO, Blueprint Capital Advisors LLC 


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

Greg Dyra, Managing Member, Obair Capital

September 20,2017

Nashville - Maggiano's Restaurant

Nashville Fall 2017 Mixer - two hours of networking. 

February 18, 2016

Nashville - University Club

Hermitage Room 

2402 Garland Avenue

"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

September 23,2015

Nashville - University Club

Hermitage Room 

2402 Garland Avenue

"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)

February 13, 2015

Nashville Entrepreneur Center

41 Peabody Street

Nashville + TN FinTech Accelerator luncheon

Moderator: Milt Capps, Editor & Publisher,

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)

April 23, 2014 

Nashville - University Club

Wedgewood Room

"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

November 29, 2013

Nashville - Belcourt Theatre

Film's Director, Jim Bruce, hosted meet-and-greet at the Sunset Grill

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.

October 29, 2013 

Nashville - University Club

Wedgewood Room

"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

April 9, 2013

Nashville - Maggiano's Restaurant

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

Speaker: Bryan Johnson   (website) (video replay)

June 1, 2013 

Nashville - JED'S Sports Bar & Grille

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

May 7, 2013

Nashville - Maggiano's Restaurant

"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

March 12, 2013

Nashville - Frist Center

"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

November 9, 2012   

Nashville - Hutton Hotel

"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

October 10, 2012

Memphis - The Crescent Club

"The US Presidential Cycle and the Economy"

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

August 16, 2012

Nashville - Flemings Steakhouse

"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

June 2, 2012

Nashville - Jackalope Brewing Company

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

May 17, 2012

Memphis - The Crescent Club

"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

April 18, 2012

Nashville - Owen Graduate School of Management at Vanderbilt University,

Averbuch Classroom, 1st Floor

401 21st Avenue South

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 and

February 29, 2012

Nashville - Maggiano's Restaurant

"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

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

November 21, 2011

Nashville - Maggiano's Restaurant

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

November 10, 2011

Memphis - The Crescent Club

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

September 12, 2011

Nashville - Maggiano's Restaurant

"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.

June 7, 2011

Nashville - Maggiano's Restaurant

"Inflection Points and the Role of Alternative Investments”

Presenter: John Augustine of Fifth Third Private Bank

April 18, 2011

Owen Graduate School of Management at Vanderbilt University,

Averbuch Classroom, 1st Floor

401 21st Avenue South

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


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

February 8, 2011

Nashville - Maggiano's Restaurant

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

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

November 16, 2010

Nashville - Maggiano's Restaurant

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

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

September 15, 2010

Nashville - Maggiano's Restaurant

"Buying at the Point of Maximum Pessimism”

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

June 29, 2010

Nashville - Maggiano's Restaurant

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

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

April 26, 2010

Nashville - Maggiano's Restaurant

"New Surprise Audit Requirements for RIA’s”

Presenter: Decosimo CPA's

February 8, 2010

Nashville - Maggiano's Restaurant

"Capital Markets Outlook for 2010”

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

November 16, 2009

Nashville - Maggiano's Restaurant

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

Presenter: Dan Smith of Partnership Financial Consulting, LLC

September 21, 2009

Nashville - Maggiano's Restaurant

"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

June 8, 2009

Nashville - Maggiano's Restaurant

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

April 2, 2009

Nashville - Maggiano's Restaurant

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

November 17, 2008

Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

211 Commerce St., Suite 1000

Nashville Fall 2008 Mixer

"Fiduciary Duty in a Bear Market"

Presenter: Tonya Grindon, Attorney at Baker, Donelson

September 8, 2008

Nashville - Maggiano's Restaurant

Nashville Summer 2008 Mixer sponsored by Joseph Decosimo and Company 

June 2, 2008

Nashville - Maggiano's Restaurant

Nashville Spring 2008 Mixer sponsored by Wachovia Wealth Management 

March 3, 2008

Tin Angel Restaurant

3201 West End Avenue

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