Keynote Speaker

Priya Mathur, Vice Chair of the Investment Committee, Board of Administration, CalPERS

Priya Sara Mathur is serving her second term on the Board of Administration representing public agency members of CalPERS. She presently serves on the Benefits and Program Administration and the Ad Hoc Board Governance Committees. She is Chair of the Performance and Compensation and Health Benefits Committee and Vice Chair of the Investment Committee.

Ms. Mathur is a principal financial analyst for Bay Area Rapid Transit District. In that capacity, she finances multi-billion dollar infrastructure projects, including BART's $1.5 billion earthquake retrofit program.

Before joining BART in 1998, she was a consultant with Public Financial Management Inc., a leading advisor to local governments, bringing to market approximately $2.5 billion in municipal bonds.

Ms. Mathur has a Master's degree in Business Administration from the Haas School of Business, University of California, Berkeley, and a Bachelor's degree in economics and literature from Connecticut College.

She resides in San Francisco, which she has called home since 1995. She was raised in Lexington, Massachusetts, where her family settled following her father's emigration from Allahabad, India.

Featured Speakers

Rick Agosto, Trustee, Texas Permanent School Fund

Rick Agosto is President/ CEO and Co-Founder of Aureus Partners, Inc, a global financial sales and marketing firm for institutional investment companies. He is Chairman of Aureus Global Real Estate Fund, as well as Chairman and President of Jale’ Investment Group. Prior to founding Aureus Partners, Mr. Agosto was Vice-President of Harbor Capital Management where he established, expanded, and oversaw new business development. In addition Mr. Agosto was Senior Vice President of Fortis Investments where he was primarily responsible for overseeing the new business development and client relationships for the US institutional investment platform for the Fortis Group covering all public funds, endowments, and corporate pension funds.

Mr. Agosto is also a state elected member for the State Board of Education of Texas, which is comprised of 13 counties and stretches from southern Bexar County to the Texas border. Within the State Board of Education, he holds the position of secretary for the board, and also serves on the board’s School Finance and Permanent School Fund Committee, a $30 billion endowment, the second largest educational endowment in the United States.

Before accepting his seat on the State Board of Education, Mr. Agosto was very active in the San Antonio education community by serving on the education committee for the San Antonio Greater Chamber of Commerce as well as the public affairs committee for the San Antonio Hispanic Chamber of Commerce.

Mr. Agosto was raised in San Antonio, Texas and attended the University of Texas in San Antonio.

Lourdes Canlas, Managing Director, Courtland Partners, Ltd.

Lourdes “Lou” Canlas, Managing Director, was the Senior Investment Officer-ReaEstate and Timber of the $49 billion Massachusetts Pension Reserve InvestmenManagement Board. She was in charge of overseeing PRIM’s $4.5 billion real estatand $1.5 billion timber investment allocations. Before joining Mass PRIM, Ms. Canlaserved as the Senior Investment Officer of Real Estate of the Ohio Police and FirPension Fund. Prior to joining Ohio Police & Fire, Ms. Canlas was a Property Managefor Linclay Development Corporation, a Senior Consultant-Appraiser for Laventhoand Horwath and an Asset Manager for School Employees Retirement System of Ohio. Lou received her M.B.A. from Xavier University in Cincinnati, Ohio and her B.S. in Business Administratiofrom the University of the Philippines. She is currently a member of the Pension Real Estate Association (PREAafter serving as vice chairman of the Plan Sponsor Executive Council.

Mike Carter, Vice President, Commissioner, Los Angeles Fire & Police Pensions

Mike Carter was elected to the position of Fire Department representative to the Board of Fire and Police Pension Commissioners on May 30, 1997 he has been reelected to this position with a new term ending June 30, 2012. Mike ha has held the position of board president, and is currently the vice president of the LAFPP system. Commissioner Carter has worked for the Fire Department since 1975. He holds the rank of Captain II and currently commands a Hazardous Materials Task Force, in the Los Angeles Harbor. Additionally, he served as a Trustee with Local 112, United Fire Fighters of Los Angeles for 8 years and a Trustee of the Los Angeles Deferred Compensation (457) Plan representing Firefighters and Police Officers.

Commissioner Carter is a member of the Council of Institutional Investors and the International Foundation. He holds a BS in Public Administration from California State University, Los Angeles. He recently received a certificate from the Wharton School of Finance.

Mike currently resides in both Huntington Harbour, and Mammoth Lakes, California. He is married, and has three children.

Kevin Davis, Trustee, Baltimore Retirement Systems

Mr. Davis has worked on Wall Street for twenty years.  He is a co-founder of May Davis Group Inc., where he was responsible for global institutional sales and marketing as well as directing the firm’s investment activities.   Mr. Davis is an outspoken advocate of alternative investment strategies. As such, Mr. Davis has been a requested speaker throughout North America, Europe, and Asia and is highly regarded in the pension and benefit fund administration community.  In 2001, Mr. Davis was appointed to the board of trustees for the City of Baltimore Employees Retirement System   The Baltimore ERS has over 1.3 billion dollars in assets. Mr. Davis has served as Vice Chairman of the fund’s Board of Directors, and has since his appointment to the board  been elected to serve as a member of the three person  Investment Committee.   Mr. Davis also is a trustee of the Baltimore City Elected Officials Retirement Board.

Mr. Davis completed his undergraduate studies at the University of Miami with a BS.

       1986-1987  Blinder Robinson Securities

                          Series 7 broker for high net wealth division                                                             

      1987-1993 Chapman Company            Senior V.P.

                          Series 7,63, 24 securities principal and senior institutional account executive

       1993-2006  May Davis Group Inc.       Co-Founder & President

                           Series 7,63,24,27 oversaw the operations of the institutional operations of the firm.

Gerald Garrett, Trustee, Oklahoma Firefighters Pension & Retirement System

Gerald is a 28-year veteran of the Tulsa Fire Department where he is currently head of the Planning and Research Branch.  He has served as a trustee of the Oklahoma Firefighters Pension System for over 14 years, holding positions on the rules committee, investment committee and as chairman of the board.  He currently serves as the appointee of the State Senate Pro Tempore.  Gerald served 12 years as Vice President of the Tulsa firefighters IAFF Local 176. Since 1994 he has served as the Unions appointee to the Tulsa Firefighters Trust Fund, which provides health, life and dental insurance to over 900 active and retired firefighters. He also is a member of the City of Tulsa Benefits Committee, which provides health, life, dental and disability insurance to other city employees.  For the last 10 years Gerald has been a member of the City of Tulsa deferred compensation (457) committee with over 75 million dollars invested.  The Oklahoma Firefighters Association represents all firefighters in the State; Gerald has been elected to every position on the Associations Board.  In the past he has also served 6 years as the 1st Vice President of the Professional Fire Fighters of Oklahoma.



Joseph Haslip, Executive Director of Pensions, New York City Retirement Systems

Joseph J. Haslip serves as Executive Director of Pension, for The New York City Comptroller, The Honorable William C. Thompson Jr. 

Mr. Haslip reports to the Deputy Comptroller for Pensions and serves as Liaison to the New York City Retirement System’.

The Retirement System is composed of the five pension boards which are as follows: The New York City Employee Retirement System, the New York City Teachers Retirement System, the New York City Police Pension Fund, The New York City Fire Pension Fund, as well as The New York City  Board of Education Retirement System.  

The total assets under management for these systems are over $100 Billion.

Recently, at the request of Comptroller Thompson, Joseph is playing a leadership role in working with the Chief Investment Officer and Bureau of Asset Management in developing New York’s  approach to increase its exposure  with emerging managers, as well as minority and women investment managers.

He has most recently worked with investment staff in developing a Public Markets Emerging/Developing Investment Manager Program which will look to invest an additional $2 Billion with investment firms of $5 Billion or less.

Prior to working with Comptroller Thompson, Joe served as Chief of Staff and Director of Legislation and Policy for State Senator David A. Paterson, who currently serves as Minority Leader of The New York State Senate.

In his home city of New York, he has held several positions of note including board member of The Upper Manhattan Empowerment Zone.

Michael Kim, Commissioner, Chairman of the Investment Committee, San Francisco Employees Retirement System

Michael Kim is a Northern California partner of Rustic Canyon Partners, a $900 million private equity and venture capital firm based in Santa Monica. Michael joined Rustic Canyon Partners from Accelerator Venture Partners, a San Francisco-based partnership that invests in early stage technology companies.

Formerly an investment banker, Michael was with Morgan Stanley's Technology Mergers and Acquisitions Group in Menlo Park. Michael was directly involved with 27 announced transactions worth over $77 billion for such clients as Hewlett-Packard, Ciena, Seagate, Bay Networks, Netscape and Texas Instruments. Prior to Morgan Stanley, Michael was an associate at The Chase Manhattan Bank in NYC and also worked at IBM.

He is an honors graduate of Cornell University, has an MS from the School of Foreign Service of Georgetown University, and an MBA from the Wharton School of Business. Michael is on the board of directors for the following Rustic Canyon portfolio companies: Archcom, Auxora, Capella, Dipity, EM4, Insync, NanoNexus and TwoFish.

Michael serves on the board of Lead21, an organization that enables entrepreneurs to advocate free market public policy, and was formerly on the board of the Pacific Research Institute, a San Francisco-based think tank that champions freedom, opportunity, and personal responsibility for all individuals by advancing free market policy solutions. He is a Trustee of the Asian Art Museum Foundation, and the former Chairman of the Advisory Board of the Symphonix League of the San Francisco Symphony. In March 2004, Michael was appointed by the Mayor of San Francisco as a Trustee of the San Francisco Employee Retirement System, a $16 billion pension fund.  He served as the President of the board for fiscal year 2007, and is currently the Chairman of the Investment Committee.

Greg Kulka, Director - Private Equity & ETI Programs, New Mexico State Investment Council

Mr. Kulka is currently the Director – Private Equity & ETI Programs at the New Mexico State Investment Council (NMSIC) and has held that position for over six years.  He currently oversees a National Private Equity Program with $2.3 billion in commitments and a New Mexico Private Equity Program with commitments of $350 million. These commitments are invested in a total of 130 different private equity and venture funds.

He also manages the New Mexico Film Investment Program which invests in projects that are filmed in New Mexico and hire New Mexicans as a majority of their production crew. This program has an allocation of $284 million and currently has outstanding investments of $160 million in fourteen film and television projects. Over the life of the film investment program, twenty-two projects totaling $206 million have been financed.

Mr. Kulka has a BA in physics from the University of Colorado and a Master’s in finance, accounting and economics from Northwestern University’s Kellogg Graduate School of Management. He also holds the designation of Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA).

Lisa M. Laird, CFA, Senior Consultant, Watson Wyatt Investment Consulting

Lisa Laird is the Los Angeles office practice leader and a senior consultant for Watson Wyatt Investment Consulting.  Lisa’s areas of expertise include investment policy and program structure development, manager and custodian selection, performance monitoring and transition management.  Lisa is the head of custody research in North America. and a member of the global team focusing on custody research.  She is also a member of Watson Wyatt’s investment consulting teams focusing on defined contribution best practices, private equity manager research, and transition management.

Prior to joining Watson Wyatt in 2005, Lisa was a vice president with Wilshire Associates where she worked with the firm’s fiduciary outsourcing relationships.  Previously, Lisa held positions at Agilent Technologies and IBM.  In these positions, she gained a solid understanding of many of the issues facing plan sponsors.

Lisa holds an M.B.A. from Duke University’s Fuqua School of Business and a B.S. from California State Polytechnic University at Pomona.  She earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles, Inc.  Lisa also serves as a member of the Advisory Circle of the Seva Foundation and the Alumni Council of the Fuqua School of Business at Duke University.

Robert A. Longfield, Jr., CFA, Executive Vice President and Senior Consultant, Consulting Services Group

Robert Longfield, executive vice president and senior consultant, chairs the Consulting Services Group, LLC (CSG) Research Advisory Board. This board directs the firm’s research efforts and brings expertise in infrastructure investing as well as portable alpha programs. Robert also brings specific expertise to not for profit hospital operating assets, foundations, insurance reserves, public defined benefit plans, corporate defined contribution plans, 457 and post retiree plans. In 1989 Robert began his career with CSG as a financial analyst. He transitioned into the consulting role in 1992 and became a senior consultant and partner in 1997. Robert lectures throughout the year on topics ranging from hedge fund investing to investment policy construction at various conferences. Robert graduated magna cum laude with a bachelor’s degree in finance and a minor in economics from the University of Memphis. He has earned the CFA designation and holds both the Series 7 and 63 licenses through Trading Services Group (TSG). Robert’s community involvement includes serve on the finance committee for Hope Presbyterian Church and the West Tennessee Development Council for Campus Crusade for Christ.

Dan McAllister, Treasurer, San Diego County

Dan McAllister was elected San Diego County Treasurer-Tax Collector by nearly 60% in November 2002. In June 2006, he was re-elected to a second term by 100% of the vote.  As San Diego County Treasurer-Tax Collector, he has shaped his office into a strong regional fiscal resource and taken a number of steps to make his office a catalyst for innovation, transparency and best practices.

He is responsible for investing and managing more than $6.2 billion of public funds, which includes the San Diego County investment pool and other dedicated portfolios. His management of the County’s investment pool has earned the highest credit quality rating (AAAf/S1) from Standard & Poor’s.

McAllister also has a wide variety of public debt issuance experience.  He serves as paying agent for 99 school district general obligation (GO) bond issues, as well as assists all 42 public school districts within San Diego County with their bond transactions. As an essential member of the County’s Debt Advisory Committee, he participates in the oversight of all San Diego County related debt issuances including the County’s GOs, pension obligation bonds, tobacco securitization bonds, and certificates of participation.  The County’s current outstanding debt portfolio size is approximately $1.6 billion.

Under his leadership, the number of San Diego County Pool participants has increased as a direct result of his outreach efforts. He has led numerous forums and workshops covering debt, investment and public finance.  Additionally, his innovative Community Banking Initiative has provided strong yields to San Diego County Investment Pool participants while also providing capital for local economic expansion. For the past four and one half years, McAllister has served as a Board Trustee for the San Diego County Employees Retirement Association (“SDCERA”), an $8.1 billion public employee pension fund. Under his leadership as the Board Chair from May 2003 to June 2005, SDCERA recorded strong investment returns and was recognized as one of the best performing pension funds in its peer group nationwide.

McAllister is also responsible for collecting nearly $4 billion dollars in San Diego County property taxes each year.  His efforts to streamline the tax collection process, implement cost-effective technologies, and cross-train customer service staff have resulted in net cost savings, improved customer service, and greater financial controls over County funds.

Prior to his election, he was a successful and respected financial consultant and investment broker with a major national brokerage firm.  He recently completed a six-year term on the Board of Directors of the San Diego Convention Center Corporation, the agency that operates the region’s major convention facility.  During his tenure on the Board, the Convention Center doubled in size and increased its annual revenues significantly. McAllister served as Board Chair and Treasurer.

McAllister contributes considerable time and resources to community service, such as serving as Chair of the San Diego Unified School District’s Special Audit and Finance Committee and participating as a member of the Boards of Directors of the Jackie Robinson YMCA and Big Brothers Big Sisters of San Diego County. He also serves as a member of the President’s Council on Diversity and Equity at San Diego State University.

McAllister holds a BA from California State University Fresno, a MBA from United States International University, and has completed executive educational programs in portfolio concepts and management at Stanford University and at the University of Pennsylvania’s Wharton School.

Pete Morin, Chairman, City of Austin Police Retirement System

Peter Morin has been a Trustee with the City of Austin Police Retirement System since January of 2000.  He has served as the Chairman of the Board, for the last six years, and has been an active member on the Investment Committee and Goals and Objective Committee and the Disability Committee for the past eight years. Peter recently retired after a 28-year career with the Austin Police Department where he held the rank of Lieutenant.  He is married, with three children and (believe it or not) three grandchildren.   

Michael Musuraca, Trustee, New York City Employees’ Retirement System

Michael Musuraca is an Assistant Director in the Department of Research and Negotiations, District Council 37 of the American Federation of State, County, and Municipal Employees (AFSCME), AFL-CIO.  District Council 37 is the largest public sector union in New York City, representing 125,000 members who work for the City of New York, its covered organizations, and certain agencies of the State of New York.  He has worked for District Council 37 since 1988.

Since 1996, Michael has been a designated trustee to the New York City Employees Retirement System (NYCERS), a 300,000 plus member pension fund with assets of approximately $42 billion.  In 1997, he was appointed a trustee to the Cultural Institutions Retirement System (CIRS), a $1 billion fund with members from the major cultural institutions and day care facilities in the New York City metropolitan area.  Michael is also a member of the Principles for Responsible Investment (PRI) Board, and was recently appointed as the labor representative to the Advisory Board of the New York City Independent Budget Office.

Michael received a B.A., in Political Science from New York University in 1979, and a M.A. in American History from the University of Massachusetts/Boston in 1982.  He received a Master’s of Philosophy from the Graduate Center, City University of New York (CUNY) in 1992.  Since 1994, he has taught in the Department of Urban and Labor Studies at Queens College (CUNY).  He has also taught at City College (CUNY), Rutgers University, and the New York City campus of Cornell University.

Michael has published a number of papers on labor affairs and urban history and politics in academic journals.

Stuart Odell, Director, Retirement Investments, Intel Corporation, Treasury

Stuart Odell is Director of Retirement Investments in the Treasury department of Intel Corporation.  Stuart and his investment team oversee the asset, allocation, manager selection and performance monitoring for Intel’s defined contribution and defined benefit plans. 

Intel’s retirement plans in the US cover approximately 50,000 participants and consist of a $4 billion employee directed 401(k) plan, a $5 billion employer directed profit sharing plan and a $225 million defined benefit plan. 

Stuart received his BS in Mechanical Engineering from Union College and his MBA from NYU and worked in investment banking and engineering prior to joining Intel in 2000.

Robbie Robertson, President, Emeritus, Professional Firefighters of Georgia

Robert is a Retired Captain from DeKalb County Fire-Rescue Services with twenty-eight years of service. He served two terms as an employee elected trustee and served as the Vice-Chairman of the DeKalb County Pension Board from 2000 to 2004. He was one of two employee elected trustees that represented 6500 employees. He was elected to a four year term January, 2008 as the trustee representing retirees and currently serves as Vice-Chairman.

He served as President of the Professional Fire Fighters of Georgia, which is the state organization of the International Association of Fire Fighters and as the field service representative for the same IAFF for eight years. In this capacity, He advised and held educational events for all the fire fighter locals across the state. And he was granted the status of President Emeritus for my many years of dedicated service to the fire fighters across the state.

He also serves as Secretary Treasurer Emeritus of the DeKalb Professional Fire Fighters IAFF Local # 1492 and he is the sole advisor on all pension matters. He served in the position of Secretary Treasurer for 12 years.

He also served as Secretary Treasurer of the Metro Atlanta Professional Fire Fighters Council, which is a more localized organization to serve the locals in the Metro Atlanta area.  In this capacity he serves as an advisor on pension matters due to his experience and longevity with pensions. He served in this position for 12 years. 

Reed L. Royalty, Chairman, Orange County Employees Retirement System

Reed L. Royalty was appointed by the County of Orange Board of Supervisors to serve on the Orange County Board of Retirement in September, 1998.  He is the owner and president of Reed Royalty Public Affairs.  He served as AT&T’s Area Vice President-Southern California, and founding Vice President of AirTouch Cellular (now Verizon Wireless).  He has many years of experience as a lobbyist to the federal and state governments, county governments including Orange, Los Angeles, and San Diego, and many cities.  Mr. Royalty has chaired over 30 community and business organizations, including the Orange County Business Council, San Diego Chamber of Commerce, and the San Diego and Orange County taxpayers’ associations.  Mr. Royalty has been married to his wife Gina for 49 years.  They have three children and 10 grandchildren.  He has degrees (with honors) from Harvard University and Pepperdine.

Kevin Tatlow,CAIA, Senior Consultant, New England Pension Consultants, (NEPC)

Mr. Tatlow joined New England Pension Consultants in 2004 and has over seventeen years experience in consulting and finance including over six years as an investment consultant.  Mr. Tatlow has worked with a broad array of client types including Taft-Hartley, Public, Corporate and Endowment investment programs.  At NEPC, Kevin is a member of the Alterative Assets Due Diligence Committee, and divides his time between client relationships and private markets research.

Prior to joining NEPC, Mr. Tatlow was an investment consultant at Alan D. Biller & Associates where he focused on building new client relationships, and servicing existing relationships.  Kevin worked directly in all areas of the firm including performing integrated asset liability studies for defined benefit clients, leading investment manager searches and conducting due diligence reviews of investment managers.

Prior to his work in investment consulting, Kevin had an extensive career in engineering, operations and finance with Rohm and Haas Company.  Kevin was involved in significant capital projects at facilities in California and Texas, and was the engineering manager at a highly successful start up facility.

Kevin has recently spoken at the Industry conferences on private markets due diligence and ethical issues in investment management and consulting.

Mr. Tatlow earned an M.B.A. from the University of California, Berkeley; a Masters in Engineering from the Stevens Institute of Technology, a Bachelor of Science in Mechanical Engineering from Washington University in Saint Louis, Missouri.  He also became a Chartered Alternative Investment Analyst designee in 2007.

Dory Wiley, CPA, CFA, CVA, Trustee, Chairman Alternative Assets Committee, Teacher Retirement System of Texas

Mr. Wiley is President of Commerce Street Capital, LLC and is involved in all aspects of the firm’s investment banking and fund management business.  He also serves as Portfolio Manager for Service Equity Partners, LP, Genesis Bank Fund LP and Commerce Street Income Partners LP, three private equity funds that invest in financial institutions, and is on the Board and Investment Committee of Commerce Street Lending Partners LP, a fund engaged in real estate finance.  Mr. Wiley is a member of the Board of Trustees of the Teacher Retirement System of Texas, an approximately $100 billion pension fund, for which he also serves as Chairman of the Alternative Assets Committee.  He additionally serves on the Board and Investment Committee of Independent Bankers Capital Fund.  Prior to starting Commerce Street Capital, Mr. Wiley was with SAMCO Capital Markets, Inc. for ten years.

Previously, Mr. Wiley was Vice President and Manager of the Financial Institutions Group at Rauscher Pierce Refsnes, now RBC Capital Markets.  He has also worked for a financial institution in asset/liability management and investments.

Mr. Wiley often lectures on bank and securities related topics at universities, seminars and conferences.  He has testified as an expert witness on bank and securities valuation, has written articles for various banking periodicals and has been quoted extensively in the media.  He is a member of the AICPA, Texas Society of CPAs, the Dallas Society of Financial Analysts, the National Association of Certified Valuation Analysts, and the CFA Institute.  He also serves on several charitable boards.

Mr. Wiley received a BBA in Finance and Accounting from Texas Tech University, an MBA from Southern Methodist University and holds multiple securities licenses.

Richard A. White Jr, Trustee, Orange County Employees Retirement System

Richard A. White, Jr. has been serving as the Elected Safety Member on the OCERS Board of Retirement since 2003. He has previously served the Board as Vice Chair (2005-2006) and as Chair (2006-2007). His current committee assignments include seats on the Governance and Investment Committees.

Richard is a career public safety officer having begun his law enforcement career in 1972 as a Deputy Sheriff in Upstate New York. He joined the Orange County (CA) Sheriff-Coroner Department in 1980, and currently serves as a Sergeant in the Training Division.

Richard was elected President of the Board of Directors for the State Association of County Retirement Systems (SACRS) which is an association of 20 California county retirement systems enacted under the County Retirement Employment Law of 1937.

Richard holds a master's degree from the University of San Francisco and a bachelor's degree from the University of Cincinnati. He is a graduate of the Sherman Block Supervisory Leadership Institute and is a credentialed master instructor by California Commission on Peace Officer Standards and Training.

Richard has completed a variety of courses important to his fiduciary role on the OCERS Board of Retirement including the SACRS Public Pension Training Program conducted by the faculty at the UC Berkeley Haas School of Business; the Money Management Fundamentals Program at The Wharton School; The Fiduciary College at Stanford University Law School and the Principles of Pension Management Course presented by the California Association of Public Retirement Systems.

David B. Wescoe, Administrator, CEO, San Diego City Employees’ Retirement System

David B. Wescoe became the Administrator/CEO of the San Diego City Employees’ Retirement System on May 1, 2006. 

Before joining SDCERS, Mr. Wescoe was Executive Director of Messner & Smith Investment Management, Ltd., an independent investment advisory firm in San Diego.  Prior to moving to San Diego in 2004, Mr. Wescoe was President and CEO of Northwestern Mutual Investment Services, the broker-dealer subsidiary of Northwestern Mutual.  Mr. Wescoe’s other professional experience includes serving as Vice President – North American Administration and U.S. General Counsel of Manpower Inc., Executive Vice President and CFO of Nicolet Instrument Corporation, a partner in private law practice and Counsel to Commissioners Bevis Longstreth and James C. Treadway, Jr. of the U.S. Securities and Exchange Commission.

David received a J.D. from Columbia Law School and a B.A. from the University of Kansas.  He earned the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College and has completed executive business education programs at Stanford University and the University of Chicago.

In San Diego, David has been a Director of La Jolla Music Society, a member of San Diego Social Venture Partners, Chair of the KPBS Planned Giving Advisory Committee and a member of the Development Committee of the Museum of Contemporary Art San Diego.  He has also served as national Board Chair of the Kansas University Alumni Association and a Trustee of Trinity School in New York City.

David and his wife, Sibyl, have four children and live in La Jolla.  His personal interests include parenting, contemporary art, jazz, theatre and golf.