Webinar: SWIB 2023 Investment Forum Day 1 by BigMarker

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About This Event

Join us for the 2023 Investment Forum co-sponsored by SWIB and the CFA Society of Madison. This two-day virtual event will feature a lineup of leading industry experts who will provide valuable and insightful information on a wide range of topics

Presenters

Scott Bronner

Managing Director and Head of Credit at Stone Point Capital

Scott is a Managing Director at Stone Point Capital helping to lead the private equity firm’s investments in asset and wealth management, business services, and consumer and corporate credit. Additionally, he is Head of Stone Point Credit, where he serves on the Investment Committee and is a member of the Board of Directors of Stone Point Credit Corporation.
He has a Bachelor of Arts in Economics from Amherst College. Scott is based in New York.

Nicholas Eberstadt

American Enterprise Institute (AEI)

Nicholas Eberstadt holds the Henry Wendt Chair in Political Economy at the American Enterprise Institute (AEI), where he researches and writes extensively on demographics and economic development generally, and more specifically on international security in the Korean peninsula and Asia. Domestically, he focuses on poverty and social well-being. Mr. Eberstadt is also a senior adviser to the National Bureau of Asian Research (NBR). His many books and monographs include Poverty in China; The Tyranny of Numbers: Measurement and Misrule; The End of North Korea; The Poverty of the Poverty Rate: Measure and Mismeasure of Material Deprivation in Modern America; Russia’s Peacetime Demographic Crisis: Dimensions, Causes, Implications, and Men Without Work: America’s Invisible Crisis. He has offered invited testimony before the US Congress on numerous occasions and has served as consultant or adviser for a wide variety of units within the US government. In 2012 Mr. Eberstadt was awarded the prestigious Bradley Prize, and he delivered the Irving Kristol Lecture in 2020. He holds a Bachelor of Arts from Harvard University, a Master of Science from the London School of Economics, a Master of Public Administration from the Kennedy School of Government at Harvard University, and a PhD in political economy and government from Harvard University.

Jerry Kang

Distinguished Professor at UCLA Law

Jerry Kang is Distinguished Professor of Law at UCLA. He graduated magna cum laude from both Harvard College (physics) and Harvard Law School, where he was a supervising editor of the Harvard Law Review. After clerking for the Ninth Circuit Court of Appeals, he started his professorship at UCLA in 1995. A leading scholar on implicit bias and critical race studies, Professor Kang collaborates broadly across disciplines and industries on scholarly, educational, and advocacy projects. An inspiring teacher, he has received UCLA’s highest recognition: the Eby Art of Teaching Distinguished Teaching Award. During 2015-20, he served as the University’s Founding Vice Chancellor for Equity, Diversity and Inclusion.

Major General (Ret.) James A. “Spider” Marks

Head of Geopolitical Strategy and Senior Advisory Board Member at Academy Securities

Major General James A. “Spider” Marks is Head of Geopolitical Strategy and Academy Securities’ Senior Advisory Board Member. General Marks is the Founder and President of The Marks Collaborative, an advisory for corporate leader development, education and training and has led entrepreneurial efforts in global primary research and national security. He served over 30 years in the Army holding every command position from infantry platoon leader to commanding general and was the senior intelligence officer in the LA Riots, the Balkans, Korea, and Operation Iraqi Freedom. He culminated his career as the Commanding General of the US Army Intelligence Center and School at Fort Huachuca, Arizona.
He has been awarded the Distinguished Service Medal, the Defense Superior Service Medal, Legion of Merit with Oak Leaf cluster, Bronze Star, and multiple combat, expeditionary and service ribbons. General Marks is a Master parachutist, authorized to wear Korean and Canadian Airborne wings, Air Assault qualified, and Honor Graduate of the US Army Ranger School. General Marks is a national security contributor to CNN and member of the Military Intelligence Hall of Fame.

Alan Ratner, CFA

Managing Director of Homebuilding, Zelman & Associates

Alan is a Managing Director at Zelman & Associates. He and his team are responsible for producing all research and financial models for the publicly traded homebuilding and land development companies under coverage, thematic reports covering the single-family for-sale market, as well as the firm’s proprietary homebuilding and land development surveys. He is a CFA charter holder, a member of the New York Society of Security Analysts, and is certified with the Series 7, 24, 63, 86 and 87 licenses.
Prior to the founding of Zelman & Associates, Alan was an associate analyst from 2005 to 2007 at Credit Suisse Group, serving as part of Ivy Zelman’s Equity Research team which has consistently been recognized by Institutional Investor, Greenwich Associates, StarMine and The Wall Street Journal for their industry-leading analysis.
In 2015, Alan became Ivy’s favorite anecdote when he outgrew his 900 square-foot Manhattan apartment and packed up with his family and headed to the suburbs in Westchester. He lives there today with his wife, Jen, and sons, Henry and Max. When he’s not producing high-quality, thought-provoking housing research, you can most likely find him coaching his boys’ little league baseball teams or suffering through another frustrating Mets season.
Alan is a proud graduate of the Stephen M. Ross School of Business at the University of Michigan and has recently come to grips with working for a Buckeye.

David Zervos

Chief Market Strategist for Jefferies LLC

David Zervos is currently Chief Market Strategist for Jefferies LLC and Head of the Global Macro Division of Leucadia Asset Management, LLC (“LAM”). David joined Jefferies in 2010 after spending 2009 as a visiting advisor at the Board of Governors of the Federal Reserve System in Washington, D.C. Prior to visiting the Federal Reserve, he held a variety of research, sales and trading positions in the private sector, most recently managing global macro portfolios for Brevan Howard and UBS O’Connor. He began his career as an economist at the Federal Reserve Board in the early 1990’s. He received a B.Sc. from Washington University, and an M.A. and Ph.D. in economics from the University of Rochester.