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8th Annual Alternative Investment Summit
Thursday, November 21, 2019, 4:30 PM - 8:00 PM PST
Category: Alternative Investments Summit

 

8th Annual Alternative Investment Summit

State of the Union - A fireside chat with Jonathan Lavine

In an unprecedented time of unconventional monetary policy, a long in the tooth economic cycle, an upcoming U.S. presidential election and global trade tensions, we find ourselves seeking insight from market-leading investors more than ever.

As such, SAIA is pleased to have Jonathan Lavine, Co-Managing Partner of Bain Capital and CIO of Bain Capital Credit, share his insights in a fireside chat alongside Ian Toner, CIO of Verus.  Please join us as they discuss broad-based topics including the current global political and economic environments, financial markets, and potential investment opportunities.

CLICK HERE TO REGISTER

Event & Speaker Details:

Date & Time:

November 21, 2019

4:30pm - 6:30pm Networking & Registration

6:30pm - 8:00pm Main Event

   Location:

Fairmont Olympic Hotel

411 University St, Seattle, WA 98101

Special Rates offered for SAIA Summit Attendees  Make your reservations early:

ONLINE: https://book.passkey.com/event/49991279/owner/12809/home

VIA Phone: 800.821.8106

Reference Seattle Alternative Investment Association Room Block

Other:

Open Bar & Heavy Hors-d'oeuvres Included

Cost:

Free For SAIA Members

$75 For CFA & CAIA Members

$100 For Non-Members

Speakers:

Jonathan Lavine

Co-Managing Partner - Bain Capital 

CIO - Bain Capital Credit

Jonathan Lavine is Co-Managing Partner of Bain Capital, a leading global private investment firm with more than $105 billion in assets under management, 1,000 employees and 19 offices on four continents.  He also serves as the Chief Investment Officer of Bain Capital Credit.

Mr. Lavine founded Bain Capital Credit, formerly known as Sankaty Advisors, in 1998.  Bain Capital Credit invests across the full spectrum of credit strategies, including leveraged loans, high-yield bonds, distressed debt, private lending, structured products, non-performing loans and equities.  Bain Capital Credit has more than $41 billion in assets under management, more than 290 employees and offices in Boston, New York, Chicago, London, Madrid, Dublin, Melbourne, Sydney, Hong Kong and Guangzhou.

Mr. Lavine joined Bain Capital’s private equity group in 1993.  Prior to joining Bain Capital, he was a consultant at McKinsey & Company.  He began his career at Drexel Burnham Lambert in mergers and acquisitions.

Mr. Lavine and his wife, Jeannie, formed and oversee the Crimson Lion Foundation which delivers financial resources to a wide variety of nonprofit organizations focused on leveling the playing field for individuals and families.  The Foundation works to address pressing social challenges in the areas of education, community and public service, health and welfare, discrimination and poverty.  It supports the multi-disciplinary efforts of organizations that serve to strengthen society through research, innovation, public policy, direct service and advocacy.  To that end, Mr. and Mrs. Lavine have supported a diverse array of organizations including City Year (where Mr. Lavine is Chairman Emeritus of the National Board of Trustees), uAspire (where they have dedicated the Lavine Family Center for College Affordability), WBUR/NPR (where they are dedicating the Lavine Broadcasting Center at CitySpace in Boston), LIFT, Best Buddies, Cradles to Crayons, the Equal Justice Initiative and many others.  They are also longtime supporters of Columbia University, where Mr. Lavine serves as Co-Chair of the Trustees of the University and is a former chair of the Columbia Board of Visitors, and Harvard University, where they endowed the Lavine Family Humanitarian Studies Initiative at the Harvard School of Public Health and provided substantial support to fund scholarships for first-generation students at Harvard Business School.  

Mr. Lavine is the 2017 recipient of Columbia University’s Alexander Hamilton Medal, the highest honor awarded to a member of the college community for distinguished service.  He is a past recipient of Columbia’s John Jay Award for professional achievement, Columbia’s David Truman Award for outstanding contribution to academic affairs, the Dean’s Leadership Award for the Class of 1988 25th Reunion, Columbia/Barnard Hillel’s Seixas Award, Opportunity Nation’s American Dream Award, Voices for National Service Citizen Service Award and of the New England Anti-Defamation League’s Distinguished Community Service Award.  In 2016, Mr. Lavine was appointed a Member of the United States Holocaust Memorial Museum Council by President Barack Obama.  Mr. Lavine is also a member of the ownership group and a director of the Boston Celtics.

Mr. Lavine graduated from Columbia College, Phi Beta Kappa and Magna Cum Laude, and holds an M.B.A with Distinction from Harvard Business School. 

Ian Toner

CIO - Verus Investments

Mr. Toner is responsible for the overall investment output at Verus, for both discretionary and non-discretionary clients.  His particular focus is on ensuring that the entire investment resources of the firm are applied in the most effective way for each client, and that the asset allocation, portfolio construction, manager selection and capital market insights created by Verus are both directed at real problems that our clients face, and are implementable in client portfolios.

Mr. Toner is responsible for the final determination of the firm’s overall investment positioning. He is responsible for the portfolio management team, strategic research team, and both the public and private markets teams.  He is also a member of the Verus management committee.

He joined Verus in 2013 from Russell Investments, where he was most recently Director, Capital Markets Research, with particular responsibility for research and marketing across the trading floor businesses of Russell globally. Before Russell Investments he was an executive director at UBS Investment Bank in London and a vice president at both Schroder Salomon Smith Barney and InterSec Research Corp. Earlier in his career, he worked on the sell-side of the institutional markets in London, covering European equity markets.

Mr. Toner has a degree in Law from the University of Oxford in the United Kingdom and is a CFA charterholder (Chartered Financial Analyst). He is a regular author and speaker on a range of investment topics. He is a member of the Audit / Finance Committee of The Medina Foundation in Seattle. He is also a member of the CFA Institute and the CFA Society of Seattle. Mr. Toner is a trustee of Charles Wright Academy, an independent co-educational school based in University Place, WA, where he also chairs the endowment committee.  He is also a board member at the Seattle Metropolitan Chamber of Commerce, where he co-chairs the finance & audit committee. He has been happily married to his wife, Heather, for 25 years, and is the proud father of two children.

Julie B. Riccio

Director - Office of Government, Regulatory Affairs & Public Policy at PricewaterhouseCoopers

Julie B. Riccio joined PricewaterhouseCoopers as a Director in the Office of Government, Regulatory Affairs & Public Policy in 2014. In her current role, Julie represents the firm and its interests before Congress, the Executive Branch and federal regulatory agencies. Julie also serves on the accounting profession’s Federal Legislative Task Force (FLTF) where she collaborates and shares her expertise with counterparts across the profession. Julie manages the Public Policy team’s strategy to engage Members of Congress on PwC’s approach to diversity. In 2015, Julie launched a PwC program to help less tenured women Members of Congress establish leadership political action committees where they can use their funds to support other women, providing needed financial support to grow the pipeline of women candidates to run for Congress. The effort, aligned with the firm’s broader strategy, is an important component of the firm’s continued brand differentiation in Washington. Julie also represents the firm at the National Republican Congressional Committee’s Women Advisory Group meetings.

Julie started her career in public policy working as a legislative aide to former House Financial Services Committee Chairman Spencer Bachus (R-AL). After working on Capitol Hill, she served as the Assistant Vice President at the Printing Industries of America and represented 10,000 member companies’ interests before policy makers and regulators. In this role, Julie’s legislative accomplishments included extended bonus depreciation and expensing laws, estate tax reform, and industry exemptions to the consumer product safety law, all of which provided significant financial benefits to member companies. Additionally, while managing PrintPAC, Julie produced the largest increase in contributions since the PAC’s inception and executed a campaign which ultimately increased the number of PAC-eligible member companies by 94 percent. Julie graduated from Auburn University. She is married to Cliff Riccio and has three children.

We look forward to seeing you! 

SAIA Board of Directors