Doris Duke Charitable Foundation
Jenny Chan is the senior investment officer for the Doris Duke Charitable Foundation. The investment team at the foundation manages a $1.8 billion portfolio, investing in all asset classes, while the foundation also holds three operating properties in Hillsborough, New Jersey; Newport, Rhode Island; and Honolulu, Hawaii, with an estimated market value of $200 million.
Prior to joining the foundation in 2007, Jenny led the research effort covering hedge funds and funds of funds at Canterbury Consulting in Newport, CA. Prior to that she was a vice president of a quantitative focused fund of funds also in CA. In New York, she began her career at Salomon Brothers Inc. in fixed income research; followed by Deutsche Bank and later Moore Capital Management. She has over 14 years of experience covering alternative assets.
She earned a BS in finance and accounting from New York University. She has been a CAIA Charter Holder since 2004.
Dr. Chuback is a Board Certified Cardiovascular Surgeon who has been collecting art, along with his wife Diane Chuback, PhD for nearly 15 years. John had the good fortune of being exposed to a surgical professor, early in his training, who was a serious collector of fine art and subsequently became an enthusiast himself. He and his wife later had a very special encounter with Roy and Ann Boyd at their gallery and home in Chicago, which further solidified the couple’s passion for visual art and collecting. After purchasing their first significant work in the course of that interaction, they have never stopped.
Dr. Chuback’s education in collecting contemporary art has been gratifying, perplexing, exciting, and unstructured. He now possesses a private collection from which he, his friends, and his family, derive tremendous satisfaction and pleasure. He hopes to share some of what he has learned along the way with anyone interested in getting involved in this extremely rewarding paradigm and lifestyle.
Clarvit Capital Family Office
Charles Clarvit is CEO of his family office Clarvit Capital as of June 2015 after retiring from Vinci Partners-US, an asset and wealth management firm headquartered in Brazil. He is a former Managing Director and Co-Head of BlackRock Alternative Advisors (“BAA”), the firm’s fund of funds platform. Mr. Clarvit held significant portfolio management responsibilities and oversaw marketing strategy and client service for the fund of funds business on the BAA platform.
Mr. Clarvit joined BlackRock in 2007 following the acquisition of the fund of funds business of Quellos Group, LLC. At Quellos, Mr. Clarvit served as a Principal. He oversaw the Quellos Client Group and held significant portfolio management responsibilities.
From 1985 to 1998, Mr. Clarvit was a Managing Director with CIBC Oppenheimer & Co., responsible for alternative investment strategies and private equity advisory services for U.S. pensions, endowments, offshore institutions and high net worth families. From 1978 to 1985 he was with IBM Corporation in a system engineer and marketing capacity.
Mr. Clarvit serves on the Johns Hopkins University Board of Trustees and their Center for Financial Economics Advisory Board, as well as, the Advisory Board of the Information School at Syracuse University. He is an angel investor and Board Member of start-up Brand Yourself and AgeneBio. He earned a BA degree in social and behavioral sciences with a concentration in economics and statistics from Johns Hopkins University in 1978.
Kevin Conroy is the vice president of hedged strategies at Fund Evaluation Group. He has been at FEG since 2005. He had previously been at Western & Southern Financial Group.
He received his BA in finance at Grand Valley State University. He has CFA and CAIA designations.
Candace Cox is the Chief Investment Officer of MMBB Financial Services, a 100 year old ministry of American Baptist Churches. She is responsible for the investment of nearly $3 billion in assets, including MMBB’s nine-choice defined contribution retirement plan, its Annuity Fund, Endowment, the Disability Income Fund and Death Benefits Fund. This entails allocation across asset classes, investment strategy within asset classes and the engagement of external money management firms.
Ms. Cox has built a distinguished career managing the investments of major pension funds, the largest of which was Bell Atlantic (now Verizon) Asset Management Company, where she served as president and chief investment officer for its $54 billion in assets. Prior to that, she was principal investment officer of the New York City Comptroller’s Office, with responsibility for investing $46 billion in assets for nine public pension funds.
Earlier in her career Ms. Cox invested institutional assets for major multi-national corporations, including Schering-Plough, AMF Inc. and Allied Corp. (now Honeywell).
Ms. Cox has eighteen years of corporate board service, having been on the board of directors and chaired the investment committee of RSI Retirement Trust. She is currently a member of the board of directors of the National Association of Corporate Directors. She has also served on the boards of directors of the American Heart Association, the American Red Cross National Endowment and the Financial Women’s Association.
A graduate of Rutgers University, Ms. Cox holds an M.B.A. degree in finance from New York University. She has published articles on hedge funds, board investment committees, investment time horizons and currency overlay programs for institutional investors.