Richard M. Charlton, Chairman, CEO, New England Pension Consultants
Dick's investment experience dates back to 1972 when he initiated Michigan Bell’s Pension Oversight District in anticipation of the requirements of ERISA. Dick also prepared risk, return and capital structure regulatory testimony, and wrote his master's seminar on pension fund performance evaluation. He was elected Assistant Treasurer in February 1976, overseeing the financial modeling, market research, corporate economics, pension, and math research districts.
After an assignment at AT&T, Dick joined Merrill Lynch Capital Markets in 1981, assuming the investment consulting responsibility for over $25 billion in assets. With Merrill Lynch's decision to leave the institutional investment consulting market at the end of 1985, Dick formed his own firm, New England Pension Consultants, converting 100% of his clients in this process. During the ensuing 22 years, NEPC has become one of the 10 largest investment consulting firms in the industry, earning wide acclaim for its superior client ratings, its unconflicted revenue model and its ability to add value to client investment programs. NEPC currently services 265 full retainer relationships with assets in excess of $300 billion.
Dick is a frequent speaker at national industry conferences and seminars. He served as the Co-Chairman of the Consultant's Performance Presentation Standards Task Force, a two-year effort by the investment consulting industry to develop standards for performance documentation, presentation and disclosure.
Dick’s undergraduate degree is in Mechanical Engineering from the University of Detroit (1965) and his M.B.A., with emphasis in Statistics and Finance, is from Wayne State University (1972). He is also a past director of IMCA, the Investment Management Consultants’ Association.
Susan M. Mangiero, Ph.D, AIFA, AVA, CFA, FRM, President, CEO, Pension Governance, LLC
 Dr. Mangiero is President and CEO of Pension Governance, LLC with over twenty years of experience in capital markets, global treasury, asset-liability management, portfolio management, financial risk control and valuation. She has worked on three trading desks, in the areas of foreign exchange, fixed income, futures and options. An Accredited Valuation Analyst, Accredited Investment Fiduciary Analyst, Chartered Financial Analyst and certified Financial Risk Manager, Dr. Mangiero is regularly invited to speak about valuation, risk and governance with an emphasis on applications to pensions and hedge funds. She has addressed groups that include theU.S Department of Labor, Chicago Board of Trade, New York State Department of Insurance, Merrill Lynch, Association of Public Pension Fund Auditors, Association of Forensic Economics, New England Public Employee Retirement Systems Forum, Global Association of Risk Professionals, American Society of Appraisers, the Wall Street Transcript, Strategy Institute, Connecticut State Department of Banking, Canadian Investment Review (keynote), Strategic Research Institute, Incisive Media (publisher of Hedge Funds Review) and the Connecticut Society of Certified Public Accountants.
 Her book, Risk Management for Pensions, Endowments, and Foundations (John Wiley & Sons,2005), looks at risk management and valuation issues, with an emphasis on fiduciaryresponsibility and best practices. Her articles have appeared in Hedge Fund Review, InvestmentLawyer, Valuation Strategies, RISK Magazine, Financial Services Review, Family FoundationAdvisor, Hedgeco.net, Expert Evidence Report, and Bankers Magazine. Susan Mangiero haswritten chapters for several books including the Litigation Services Handbook and The Handbookof Interest Rate Risk Management and is a contributing editor of the Journal of Compensationand Benefits. She has been quoted in places that include the New York Times, Wall StreetJournal, Baltimore Sun, Bloomberg.com, 401(k) Wire and Pensions & Benefits. She holds a Ph.D.in finance from the University of Connecticut, an MBA in Finance from New York University, anMA in Economics from George Washington University and a BA in Economics from GeorgeMason University.
Arrangements for the appearance of Susan Mangiero made through Barrett Cordero at BigSpeak, Inc., Santa Barbara CA, www.BigSpeak.com
Kevin E. 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.
Alan Kosan, Managing Director, Co-Head Non-Traditional Investments Group, CRA Rogers Casey
Alan Kosan is a Managing Director and Co-Head of the Non-Traditional Investments and Research Team, with primary responsibility for directing the Private Equity, Real Estate, Natural Resources and Infrastructure functions. He is a member of the Fiduciary Investment Review Committee which provides oversight for our fully discretionary relationships, the Product Development Task Force which manages initiatives for internal product development, the Strategic Research Committee and the firm’s Management Committee.
Prior to joining RogersCasey, Alan was Director, Consultant Relations and Institutional Marketing for Henderson Global Investors North America, a multi-asset class investment manager. Some of Alan's responsibilities at Henderson included serving as the lead distribution specialist for the firm's Global Private Equity Fund of Funds in North America, and as an ad-hoc member of its Investment Committee. Before Henderson, Alan was the head of the Alternative Investment portfolios at both the Philip Morris and United Technologies Corporation pension funds. Earlier in his career, Alan served in a variety of management positions with both high technology companies as well as real estate and private investment groups. During his 20 years of alternative investment experience, Alan has served as an institutional limited partner or advisor to limited partners representing in excess of $1.1 billion of committed capital in approximately 100 private equity funds. Alan has also served on a number of private equity and real estate fund Advisory Boards.
Alan graduated with a B.A., summa cum laude with distinction, from Boston University's College of Liberal Arts and a Juris Doctor degree from Emory University School of Law. He is a NASD licensed Series 7 and 63 Registered Representative. Alan has served on the Investment Committee of the Greater Hartford YMCA, and currently sits on the United Way of the Capitol Region and Connecticut Public Broadcasting, Inc. Endowment Investment Committees.
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.
Rene Nunez, Trustee, Vice Chairman, Texas Permanent School Fund
The Texas Education Agency, Permanent School Fund, is a twenty-six billion dollar educational endowment for the State of Texas. It is fully invested in all asset classes, including international and domestic asset classes.
Rene Nunez is a member of the Texas State Board of Education. Nunez is a Texas Real Estate Broker and owner of El Paso Sunwest Realty & Investments, Inc. He also serves as a financial advisor consultant.
He received a Bachelor of Arts degree from the University of Texas at El Paso and a Master of Arts degree from Chapman University in Orange, California. He is fluent in Spanish and has spent extensive time working with issues concerning the border.
Nunez is past president of the National Association of State Boards of Education. He is past president of the University of Texas at El Paso Alumni Association and past chairman of its fund raising committee. In addition, Nunez serves as founder and chairman of the Hispanic & Business Alliance for Education, a Texas based 501.3C scholarship foundation.
Nunez currently serves as Chairman of the State Board of Education’s committee on School Finance/Permanent School Fund. Previously, he served as chairman of the committee on Permanent School Fund from 1995-97, and vice chairman from 2003-2007. He currently represents the board on the Texas Growth Fund. In addition, he currently serves as a moderator and speaker for a number of conference events, both in the United States and in the global arena.
Robbie Robertson, Trustee, 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 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.
Sean Rogister, Senior Vice-President, Fixed Income and Tactical Asset Allocation, Ontario Teachers Retirement Plan
Sean Rogister is responsible for the fund’s fixed income and tactical asset allocation portfolios, representing $38 billion in net assets.
Mr. Rogister joined Teachers' as a portfolio manager in 1998 and was first promoted to the executive team in 2000. He became Senior Vice-President for the fixed income group in 2004 and assumed his current position in 2007, with additional responsibility for foreign exchange, equity derivatives and trading, and tactical asset allocation.
His prior experience includes fixed income arbitrage trading with the Canadian arm of an international investment bank, management of a leading fixed income exchange-traded derivatives business for a Canadian investment dealer and risk management consulting for a Canadian insurance broker. Mr. Rogister holds a BA from the University of Western Ontario and an MBA from the University of Toronto, and is an accredited graduate of the Institute of Corporate Directors.
John Shearman, Senior Consultant, Albourne America
 John Shearman is a senior analyst. He works in the client service group, directly interfacing with hedge fund investors to help them construct and maintain direct investment programs.
Prior to joining Albourne, John was a senior analyst/developer for Goldman Sachs and before that worked in market risk at BNP Paribas. Mr. Shearman has a degree in Politics from the University of Sussex and a Masters in Computing Science from Birkbeck College, University of London. He holds the Chartered Alternative Investment Analyst designation.
Albourne has been advising investors on direct investments in hedge funds since 1994. It is the largest privately owned, dedicated hedge fund consultant in the world. Albourne's clients have over $150 billion dollars invested in over 1000 hedge funds. In exchange for a fixed-fee its clients receive 5 core services; manager selection, due diligence, portfolio construction, strategy forecasting and risk management.
Martha Spano, Senior Consultant, Watson Wyatt Investment Consulting
Martha Spano is the West Division Practice Leader for Watson Wyatt’s Investment Consulting Practice. Martha is responsible for all aspects of investment consulting services, including asset allocation and liability studies, risk budgeting analysis, manager evaluation, manager structure reviews, manager and custodial searches and performance monitoring. Martha coordinates asset consulting projects with local actuarial and off-site research professionals, and is responsible for leading the west coast region‘s investment consulting team.
Martha has diverse professional and comprehensive financial services experience. She began her career with the Federal government, enforcing ERISA compliance. Martha has over 25+ years in both the pension and asset consulting business, and served as consultant to public funds, corporate plans, hospital retirement and foundations. Martha is also has significant experience in defined contribution plans including vendor searches, fund line-up and structure work and fund/manager searches
Martha holds a graduate degree in Public Administration and is pursuing a second Master’s Degree at the Pepperdine Straus Institute of Law. She has been a frequent speaker at industry conferences on investment consulting topics.
Matthew Strube, Principal-External Public Markets, Teacher Retirement System of Texas
The Teacher Retirement System of Texas (TRS) manages more than $100 billion in retirement benefits for more than 1 million teachers in Texas. With 30% of TRS assets; the External Public Markets Team manages all long only and hedge fund allocations to external public fund managers. Matt is the Principal for TRS’ Macro Hedge Fund Strategies responsible for due diligence and portfolio construction. Prior to TRS, Matt was a proprietary derivatives trader in Chicago. He holds an M.B.A. from the University of Chicago’s Graduate School of Business.
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.
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