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.

 

Ryan Cox is the co-chair of the firm’s Capital Markets and Securities Practice Group. He represents issuers and investors in a wide range of corporate transactions that includes securities offerings, venture capital financings, mergers and acquisitions, recapitalizations and restructurings. Ryan also advises clients on general corporate, securities compliance and SEC reporting matters.

Ryan’s experience with public and private securities offerings  includes initial and secondary offerings of equity and convertible securities, Rule 144A offerings, rights offerings and shelf registrations. Ryan also handles alternative financing transactions such as reverse-mergers and private investments in public equities.

J.D., Southern Methodist University Dedman School of Law, 2005, cum laude; Order of the Coif; Associate Managing Editor, International Law Review Association; Member of the Barristers

B.B.A., Baylor University, 2002, cum laude

 

 

 

Wendy currently holds the position of chief operating office of Favara LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry. The family office serves three generations of the family and is based in New York City.

Previously, she held the position of executive vice president and general counsel for Fulcrum Equities, a single family office that invests in real estate and operating companies on its behalf. The office handles the holdings of a real estate family and also co-invests with other family offices on a variety of projects around the world.

Previous to that, she worked with the Schneider Family service as their vice president and general counsel and assisted them in separating the existing family office from the family’s operating company. The Schneider Family is a prominent real estate family in New York and has a foundation that services children’s charities around the world.

Having received her BA from Kalamazoo College, MI, she continued her education at Thomas Cooley Law School with a concentration in international law. She also received the American Jurisprudence Prize Award in Conflicts of Laws. She then attendee Georgetown University Law School and attained her LL.M. in taxation.

 

 

 

Wendy currently holds the position of Chief of Staff for Fulcrum Equities, LLC, a family office serving third and fourth generation members of the Swig Family in New York City.  They family invests in Real Estate and Cryptocurrencies as well as other sectors 

Wendy held the position of Chief Operating Officer of Favara, LLC, a family office focused on real estate but allocating to other sectors which include pharmaceuticals, venture and certain areas of the tech industry.  The family office serves three generations of the family and is based in New York City.

 Previously, Ms. Craft held the position of Executive Vice President and General Counsel for Fulcrum Equities, LLC, a single-family office that invests in real estate and operating companies on its behalf.  The office handles the holdings of a real estate family and also co-invests with other family offices on a variety of projects around the world.

Previous to that, Ms. Craft worked with the Schneider Family serving as their Vice President and General Counsel and assisted them in separating the existing family office from the family’s operating company.  The Schneider Family is a prominent real estate family in New York and has a foundation that serves children’s charities around the world.

Having received her BA from Kalamazoo College MI, Ms. Craft continued her education at Thomas Cooley Law School with a concentration in international law.  She also received the American Jurisprudence Prize Award in Conflict of Laws.  She then attended Georgetown University Law School and attained her LL.M. in Taxation.