Firm - Morrison Street Capital
Marcus Parker is a Senior Vice President and Chief Compliance Officer for Morrison Street Capital. Mr. Parker serves as the CMBS portfolio manager for the Morrison Street Funds and is responsible for sourcing, underwriting and closing both CMBS and structured finance investments on behalf of the funds. Mr. Parker also supervises portfolio modeling and financial analysis on behalf of the funds. Mr. Parker was formerly Vice President of Finance for Harsch Investment Properties, a privately held owner and operator of over 21 million square feet of commercial property in the western United States. Mr. Parker gained 10 years of commercial real estate experience in various roles for the company, and completed over $1.5 billion in property and corporate debt in more than 90 transactions. Mr. Parker received his bachelors in finance from the University of Alaska, and his masters in business administration from the University of Oregon. He is a CFA charterholder, and is a member of NAIOP.
Firm - Jensen Investment Management
Adam Calamar is an Analyst at Jensen Investment Management, where he performs investment research for the firm's two equity strategies. Adam previously held the position of Manager, Institutional Services at Jensen, where he assisted in relationship management with the company's institutional clients.
Adam earned his BS and MBA degrees from Oregon State University, and has a broad background in finance and the sciences. Mr. Calamar began his career at Broadmark Asset Management, LLC, and has passed all three levels of the Chartered Financial Analyst program.
Firm - Greycourt & Co, Inc.
Kristi Combs is a director in Greycourt's Portland office and is responsible for business development and marketing efforts. Kristi focuses on building new client relationships and partnering with Greycourt professionals to help new clients transition to Greycourt.
Kristi has 18 years of industry experience and eleven years of expertise in the family office marketplace. Prior to joining Greycourt, she spent five and a half years with CTC Consulting as their director of marketing, overseeing CTC's business development and marketing strategy. Prior to CTC, Kristi spent over five years with Schwab Institutional as a relationship manager and business development officer for investment advisors and family offices. Before Schwab, she was with SunAmerica in their broker/dealer division, working with independent financial advisors. Kristi began her career in 1993 in the investment services group of BISYS, Inc., a business solutions provider to financial institutions.
Kristi received a BA in finance from Miami University of Ohio.
Kristi is a member of the board of the Portland Alternative Investment Association and is active in the CFA Society of Portland. In her spare time, Kristi is a volunteer with Hands On Portland, a community organization that matches individuals with a wide range of volunteer opportunities.
Firm - CTC Consulting
Jon Finney is a senior research analyst and partner with CTC Consulting, an institutional investment consulting firm. Mr. Finney joined CTC in 2008 and is responsible for the sourcing, due diligence and monitoring of new and existing private markets and traditional investment managers.
Prior to joining CTC, Mr. Finney was a senior analyst with Arnerich Massena & Associates, an institutional investment consulting firm. Mr. Finney helped develop, guide and grow the alternative investment practice at Arnerich Massena, serving on the firm's Alternative Asset Investment Committee and Investment Committee. He was responsible for the sourcing, due diligence and monitoring of alternative investments involving hedge fund and private markets strategies. Mr. Finney began his finance career at American Express, where he developed asset allocation studies for clients. Previously he was involved in the land development industry working for two regionally dominant engineering firms.
Mr. Finney has a BS in civil and environmental engineering from the University of California, Davis. He holds the Chartered Alternative Investment Analyst (CAIA) designation and is the past President of the Portland Alternative Investment Association. He is a member of the CFA Society of Portland and serves as President for the Redwoods in Yosemite in Yosemite National Park, CA.
Firm - Reed College Endowment
Andrew Lonergan serves the Reed College Endowment as an Investment Analyst for the Office of the Treasurer. A Portland native, Andrew joined Reed College in 2005 after working at Windermere Investment Associates and Credit Suisse Asset Management. Mr. Lonergan also serves on the Investment Advisory Board for Portland Metro. He holds a BBA in Finance from the University of Notre Dame.
Firm - Portal Capital, LLC
Forrest Nesbitt joined Portal Capital in July 2008 after spending eight years as the Operations Manager at Touchstone Investment Managers, LLC. In addition, he served as Head Trader for Touchstone from 2007 until departing in 2008. Previous to his employment at Touchstone, Mr. Nesbitt worked for Common Sense Investment Managers from 1999 through June 2000 where he assisted in the creation of their marketing department and worked directly under the VP of Operations. He graduated from Millsaps College in 1995 with a BA in History.
Firm - Arnerich Massena and Associates
Katie Randall is an analyst at Arnerich Massena, an investment advisor to institutional and high net worth clients. Ms. Randall focuses on alternative investment research including sourcing new investment managers and completing primary and ongoing due diligence. Prior to joining Arnerich Massena in 2010, Ms. Randall served as a hedge fund analyst and research coordinator at CTC Consulting. As hedge fund analyst, she was responsible for the initial and ongoing due diligence of CTC-approved hedge fund managers. As research coordinator, she liaised between clients and approved managers regarding investment implementation and supported the hedge fund team's research efforts. Ms. Randall holds a Bachelor of Science in finance from Missouri State University. She is a CAIA (Chartered Alternative Investment Analyst) charter holder.
Firm - Dragon Curve Capital
Wayne Smith is a founder of Dragon Curve Capital. Prior to Dragon Curve, Wayne was the Chief Operating Officer of Touchstone Investment Managers, LLC, a Portland based hedge fund. He has been working at theme based, fundamental hedge funds for the last 10 years, focused primarily on US equities. Wayne attended Harvard University for his undergraduate studies and Northeastern University for his MBA and MS in accounting. He has worked as an auditor for Deloitte & Touche, LP in Boston and as an Associate with Coopers & Lybrand, LP and Commonwealth Capital Ventures, a venture capital firm. During his final two years with C&L, Wayne worked in the Financial Advisory Services Group performing due diligence, valuation, and forensic accounting assignments. Wayne is a Chartered Financial Analyst and was formerly a Certified Public Accountant.
Firm - Council Crest Capital, LLC
Mark Youngblood is the Founder of Council Crest Capital, a boutique consulting firm launched in 2008 to assist emerging investment managers in marketing their investment strategies. Through Council Crest Capital, Mr. Youngblood has helped emerging hedge funds, private equity firms, CTAs, commodity advisors and funds of funds market their services and target prospective clients. Prior to the formation of Council Crest Capital Mr. Youngblood was a Managing Director at a middle market private equity firm. Mr. Youngblood was also a Partner and Marketing Director at Broadmark Asset Management, a U.S. Equity macro hedge fund manager based in New York and San Francisco, managing assets in both Equities and Futures. While at Broadmark, he was responsible for business development, marketing and client servicing functions. During this time, Mr. Youngblood worked with the principals of the Broadmark in the creation of Revere Capital Advisors, a global emerging manager platform dedicated to the creating institutional quality asset managers.
Mr. Youngblood is a past President and Board Member, of the Seattle Alternative Investment Association, formerly known as the Northwest Hedge Fund Society, as well as the Founder, past President, and Board Member of the Portland Alternative Investment Association. In addition to earning the Chartered Alternative Investment Analyst (CAIA) designation, Mr. Youngblood held series 3, 7, and 63 FINRA licenses, and is a graduate of Principia College.