Anne-Marie Fink
Managing Director and Portfolio Strategist for Alternative Investments, State Street Global Advisors
Anne-Marie Fink, Managing Director and Portfolio Strategist for Alternative Investments. As Alternatives Portfolio Strategist, Anne-Marie works with current and prospective clients regarding their investments in alternatives, and works closely with the multi-asset team. She also helps direct research associated with the investment attributes of alternatives. Prior to joining State Street Global Advisors, Anne-Marie served as Chief Investment Officer at Matheys Lane Capital Management, a multi-family office where she oversaw asset allocation, fund research and monitoring, risk management and direct investments. Previously, Anne-Marie was Chief Investment Officer for the State of Rhode Island. She managed the State’s $8 billion defined benefit pension portfolio, including overall asset allocation, investment selection, manager research, risk oversight, development of the investment policy statement, and regular reporting to stakeholders. She was also responsible for more than $6 billion in college-saving programs and other participant-directed assets. Earlier in her career, Anne-Marie managed a portfolio of hedge funds at J.P. Morgan Private Bank and was an equity analyst at J.P. Morgan Asset Management. In addition, Anne-Marie is a published author (The Money Makers, Crown Business, 2009) and serves as an Investment Committee member for a $1.5 billion healthcare and for a $35 million school endowment. Anne-Marie is a graduate of Yale University, has a Master in Business Administration from Colombia University, and is a CFA Charterholder.
Caroline Greer
Managing Director, Commonfund Asset Management Company
Caroline Greer is responsible for the design, tailoring, and implementation of custom investment solutions for Commonfund’s outsourced CIO clients. She is primarily responsible for asset allocation recommendations, portfolio oversight and analysis and tactical rebalancing of client portfolios. Caroline currently serves as the inaugural Chairperson of the Commonfund Diversity and Inclusion Office. Previously, Caroline spent eleven years at Commonfund focused on hedge fund manager due diligence and fund of funds portfolio management. Prior to joining Commonfund, she served as a Partner and Principal for Contego Capital Management, LLC, specializing in customized funds of hedge funds. She was responsible for sourcing, evaluating and monitoring hedge fund managers across a full range of strategies. Prior to joining Contego, Caroline was a Senior Vice President for Oppenheimer and Co. where she co-managed their funds of hedge funds program and monitored Oppenheimer’s private equity fund. Caroline began her career at Montrose Advisors, a boutique financial advisor specializing in managing customized funds of hedge funds and private equity and venture capital portfolios. In 2015, Caroline was named one of the 50 Leading Women in Hedge Funds globally by The Hedge Fund Journal. Caroline received a B.A. in Political Science from the University of Toronto, and an M.A. and M.Phil. from Columbia University of New York.
Lilly Knight
Managing Director, K2 Advisors
Lillian C. Knight, Managing Director, joined K2 Advisors in November 2004. She serves as Director of Resources and Head of Long Short Equity on the Research & Management (IRM) team and leads the sourcing, evaluation and selection of hedge fund managers in the strategy. Prior to joining K2 Advisors, Ms. Knight worked at Commonfund as a Managing Director where she was responsible for portfolio research and analysis, manager identification, research and due diligence. Ms. Knight also worked as a Senior Vice President at Winter Capital International LLC, an investment advisor offering custom funds of funds of both traditional and non-traditional assets, Scudder, Stevens & Clark as an Assistant Vice President where she worked with the Large Cap Growth team, and Global Asset Management (USA). She began her investment career in 1991. Ms. Knight graduated cum laude from Hobart and William Smith Colleges in 1991 with B.A.s in Economics and Art History. She is a Chartered Financial Analyst (CFA) charterholder.
Jennifer Ancker Whelen
Managing Director, Co-Head of Institutional Relations, Graham Capital Management, L.P.
Jennifer Ancker Whelen is Managing Director and Co-Head of Institutional Relations of Graham Capital Management (“GCM”), an alternative investment firm with approximately $14 billion in AUM as of August 1, 2019. Prior to joining GCM in April 2007, Ms. Ancker Whelen was Principal and Director of Marketing & Investor Relations at Stadia Capital, LLC, a long/short equity hedge fund. From 1996 to 2003, Ms. Ancker Whelen was with Atalanta/Sosnoff Capital Corporation where she joined as a Quantitative Research Analyst and transitioned to a fundamental Research Analyst before becoming the Director of Marketing – Alternative Investments. From 1995 to 1996, Ms. Ancker Whelen was a Research Analyst in the Economic & Resources Consulting Group’s Oil & Gas Division at ICF Kaiser International. Ms. Ancker Whelen graduated cum laude from Colby College in 1995 with a B.A. in Economics and a minor in Sociology.
