Derik D. Coffey, CFA, is Client Portfolio Manager at Channing Capital Management. Mr. Coffey has over 13 years of investment experience. At Channing Mr. Coffey also covers the Energy sector and oversees Risk Management for the Small and SMID Cap Value strategies. Prior to joining the firm, he was a Portfolio Specialist at Herndon Capital Management focused on value strategies. Prior to Herndon, Mr. Coffey was an analyst at UBS Financial Services in the Manager Research Group responsible for due diligence on managers primarily in the small and mid-cap space. Before that, he was an Assistant Vice President for M&A at New York Life Insurance, and an analyst in the Global M&A Group at Lehman Brothers.

Mr. Coffey’s community outreach includes his role Board member and head of the finance committee of The Quality Education for Minorities (QEM) Network, a non-profit organization in Washington, DC, dedicated to working with minority and non-minority individuals, organizations, and institutions around the country to help coordinate and energize efforts to improve the education of minorities, particularly in science, technology, engineering, and mathematics (STEM) fields. Additionally, Mr. Coffey also servers as board member and Finance committee member for the Avalon Carver Community Center. Based in Los Angeles, CA, the Avalon Carver community center provides education services, home improvement services, and substance abuse services for people who live in the Los Angeles County.

Mr. Coffey earned a BA from Tuskegee University, and a Master of Science from Georgetown University. He has also earned the Chartered Financial Analyst designation.

Channing Capital | Chicago, IL

Carla Norfleet Taylor, is a Senior Director and Head of Corporates Research for the Americas at Fitch Ratings. Prior to her current role, Carla was a member of Fitch’s credit policy group’s Fitch Wire research team and in U.S. Corporates as a coverage analyst on the Retail and Consumer team. During her tenure in Fitch Wire, Carla collaborated with US Corporate and LATAM Corporate ratings analysts across various sectors to produce timely, opinionated and credit-focused commentaries and short-form research reports on thematic topical issues. In this role, Carla also worked closely with Group Credit Officers to produce research on key credit risks identified by Credit Policy.

As a coverage analyst on the Retail and Consumer team, her responsibilities included corporate credit analysis of high-yield and investment grade restaurants, grocery retailers, and commodity packaged food companies. She managed a portfolio of public and privately-rated issuers, by assigning and maintaining credit ratings, maintaining issuer relationships and interacting with investors. Carla also published issuer-specific and sector-focused research while leading or contributing to cross-sectional and global publications on topics such as activist investors and the protein industry.

Carla’s experience prior to joining Fitch includes buy-side equity analysis and investment product management. As a buy-side analyst, Carla worked at The Kenwood Group, where she recommended and an monitored a diversified portfolio of mid-cap value U.S. consumer, financial, and healthcare stocks, and at the Northern Trust, where she recommended and monitored large-cap growth consumer, media and telecommunications companies in Latin America. Her experience in product management focused on enhanced cash and structured investment products at The Northern Trust.

Carla earned a B.A. in Professional Options with an emphasis in Economics from The University of Chicago and a M.B.A. in finance and organizational behavior from The University of Chicago’s Booth School of Business. Carla holds a Chartered Financial Analyst designation and she is an active member of the CFA Society of Chicago.

Fitch Ratings | Chicago, IL

As Head of Business Management at Northern Trust Total Portfolio Solutions, Nichole is responsible for managing a set of key functions to ensure successful administration of TPS, including: Operations Data Governance & Controls, Risk Compliance & Policy Development, Data Analysis & Reporting, Billing & Accruals, and Client & Vendor Agreement Management.

Prior to recently joining Northern Trust, Nichole has been employed by several leading US based private hedge funds where she managed Business Unit Control, Valuation Control and Documentation, Operational Risk Management, and Financial Reporting and Management. She formerly served as a Vice President with Morgan Stanley in the Controllers Department focused on Credit Derivatives and Structured Credit Products.

Nichole holds a BS in Finance from University of Delaware and is a CFA Charterholder.

Northern Trust| Chicago, IL

James Boudreault, CFA, serves as Global Head of Data Science at CME Group. He leads the department that
provides analytics relating to customer, product, and industry landscapes in which CME Group operates. He is
responsible for data science, enterprise information management, and developing client-facing tools. He has
expertise in data, analytics, cloud technologies, leadership, innovation, and economic thought leadership.

Boudreault previously held roles at CME Group in the Products & Services, Research & Product Development,
and Business Development areas. Prior to joining CME Group, he held various positions at Wellington
Management and State Street within their portfolio management, trading, and business development teams.

Boudreault holds a bachelor’s degree in finance from the University of Massachusetts at Amherst. He earned the Chartered
Financial Analyst® designation and has served on multiple advisory groups in the CFA Society Chicago including co-chair of the
finance committee. He is a board member of the Corporate Advisory Board of Southern Illinois University’s Pontikes Center for
Advanced Analytics and Artificial Intelligence. He is a retired captain in the United States Army and is an Iraq War veteran.

CME Group | Chicago, IL

Chris Vincent, CFA, joined CFA Society Chicago as chief executive officer in May of 2020. The majority of his investment career was spent as a fixed income portfolio manager in Chicago with two firms, William Blair and Zurich Scudder. He was head of fixed income and a partner at William Blair Investment Management (2002-2019) where he managed bond mutual funds and separate accounts. At Zurich Scudder (the successor firm to Kemper Financial), Vincent was a managing director and senior portfolio manager for institutional clients (1988-2002). His roots in the money management industry are as a corporate plan sponsor with Nestle Purina in St. Louis (1983-1988).

Vincent has been a volunteer for CFA Society Chicago and CFA Institute since 2006. He previously served as chair of the Board of Directors for CFA Society Chicago (2014-2015) and has also volunteered for various CFA Institute groups and committees, notably as a member of the Annual Conference Advisory Committee (2012-2018).

Vincent earned his CFA charter in 1990, received his undergraduate degree in finance from the University of Missouri and holds an M.B.A. from Saint Louis University.

CFA Society Chicago | Chicago, IL

Nancy Aversa, CFA, partner, is a research analyst at William Blair Investment Management. She focuses on U.S. large-cap consumer companies. Before joining William Blair in 2015, Nancy worked in the research department and on the portfolio teams of Federated Investors for 10 years. During her time at Federated, Nancy covered a broad range of U.S. consumer cyclicals and consumer staples equities for both long-only and short-only portfolio strategies. Before that, she was a consumer research analyst with Victory Capital Management. Nancy started her career in investment banking with McDonald Investments. She is a member of the CFA Institute and the CFA Society Chicago. Nancy received a B.Com. from the University of Windsor and an M.B.A. from the University of Windsor.

William Blair | Chicago, IL

Gil oversees Five Eleven Partners’ investment strategy, managing investment sourcing, manager selection and the construction of client portfolios. Leveraging his experience and expertise, Gil provides families with tailored, effective investment solutions that meet their unique needs.

Before joining Five Eleven Partners, Gil was the Chief Investment Officer at M4 Capital Management, a single-family office in Chicago. Previously, he served as a Director at Sawdust Investment Management Corp., where he led investments in private equity and marketable alternative assets. Earlier in his career, Gil worked in investment banking, specializing in Mergers & Acquisitions at Mesirow Financial and Leveraged Finance at CIBC World Markets.

‍Gil is a CFA® charter holder and actively serves on the Board of Directors for the Daniel Murphy Scholarship Fund, a nonprofit that awards high school scholarships to motivated students with financial need in Chicago.

Gil holds a Bachelor of Science in Business Administration from Georgetown University, with concentrations in Finance and International Business. A native-level Spanish speaker, he is fluent in both written and spoken Spanish. In his free time, Gil enjoys spending time with his wife and three kids, golf, gastronomy and wine, and is an avid supporter of the San Diego Padres and Arsenal F.C.

Five Eleven Partners | Chicago, IL

John Feyerer, CFA, serves as Head of Product Development for the Americas at Invesco. In this role, he oversees product development, range management, and strategic partnerships across registered and commingled fund vehicles, including Exchange-Traded Funds (ETFs), Mutual Funds, Separately-Managed Accounts (SMAs), as well as Institutional and Retirement products. John and his team have been responsible for numerous innovative and award-winning new product introductions.

Prior to his current role, he established Invesco’s ETF product strategy and research function, directing the development and application of strategies and tactics for ETF portfolio implementation, including authoring research designed to help managers better understand ETF strategies focused on factor investing. He has been quoted in publications such as Barron’s, The Wall Street Journal, Investment News, and various trade publications. He is also a frequent speaker at industry conferences and events.

John earned BA and MA degrees in communications from Wheaton College, and an MBA with a concentration in finance from the University of Oxford. He is a Chartered Financial Analyst® (CFA) charterholder and a member of the CFA Society of Chicago, where he serves on the Education Advisory Committee. John holds the Series 7, 24, and 63 registrations and serves on the Associate Editor Board for The Journal of Beta Investment Strategies. He also serves as Chairman of the Board of Trustees for Outreach, a non-profit organization based in Chicagoland focused on community services.

Invesco | Chicago, IL

Ms. Grant is primarily responsible for providing a broad range of consulting services to a variety of institutional plan sponsors, including strategic asset allocation, manager structure analysis, manager selection, risk management and continuing education of their fiduciaries. She also serves on the investment committee.

Prior to joining Verus, Ms. Grant served as an investment consultant at Marquette Associates where she was a member of the firm’s investment committee, traditional investment manager search committee, and sustainable investing committee. In addition, Ms. Grant led U.S. equities manager due diligence at Marquette Associates and developed the manager due diligence platform for Mesirow Financial’s Retirement Advisory Services group. Ms. Grant began her career at Northern Trust in a leadership development program and later transitioned to portfolio manager role on a quantitative equity team.

Ms. Grant is a frequent speaker at industry conferences on a variety of investment topics including ESG investing, emerging and diverse manager programs, and private markets investing. She serves on the board of the South Side YMCA of Metro Chicago and the board of the Investment Diversity Advisory Council (IDAC), a nonprofit organization with the goal of creating a more inclusive investment industry.

Ms. Grant holds a master’s degree in business administration (MBA) and a bachelor of science (BS) from Florida A&M University. She is also a Chartered Financial Analyst (CFA) charterholder and a Chartered Alternative Investment Analyst (CAIA) charterholder.

Verus | Chicago, IL

Paula Horn is a Managing Director and the President and Chief Investment Officer for Brookfield’s Public Securities Group. In this role, she serves as an integral member of its investment and risk committees and is involved in a variety of strategic initiatives, including product development and capital raising. Paula is also a Portfolio Manager for Brookfield’s Multi-Asset Solutions team, and oversees asset allocation and portfolio construction across private and public markets. Prior to joining Brookfield in 2021, Paula was the Chief Investment Officer of Ziegler Capital Management where she oversaw equity trading, fixed income and equity teams, and served as the CIO and primary portfolio manager for all marketed fixed income products. Over her career, Paula has overseen and managed long-only strategies as well as leveraged hedge funds, structured products and mutual funds. Paula has marketed to and raised capital globally from private equity and hedge fund communities as well as institutional and retail channels.

Paula holds a Master of Business Administration degree from Northwestern University and a Bachelor of Arts degree from Tufts University.

Brookfield | Chicago, IL

Bridget B. Hughes, CFA, heads the Parent Ratings and Research initiatives for Morningstar. She is responsible for Morningstar’s Parent Pillar methodology and shares responsibility for parent coverage and research priorities. Hughes leads the firm’s Global and North America Parent Ratings Committees and serves as a voting member on all parent ratings committees globally, which together determine the assignment of Parent Pillar ratings for roughly 350 investment managers under coverage. Hughes coordinates collaboration on parent coverage among manager research analysts globally and sets the team’s due-diligence agenda. Hughes also contributes to other ratings and research efforts, including Morningstar’s quantitative ratings structure and its ratings framework for semiliquid funds, for which she is also a voting member on committees that decide their Morningstar Medalist RatingsTM. She regularly engages with asset managers and their leadership, publishes research on investment firms, and studies industry trends.

Prior to her current role at Morningstar, Hughes was an associate director, a senior manager-research analyst, and a manager-research analyst focused on domestic- and international-equity strategies. She has been the lead analyst on a variety of asset managers, including large, diversified managers such as Vanguard, Wellington, and MFS as well as smaller boutique firms.

Before joining Morningstar in 1995, she worked for American Funds’ transfer agency and for Shearson Lehman as a financial consultant.

Hughes holds a bachelor’s degree in finance and in economics, with honors, from Illinois State University. She also holds the Chartered Financial Analyst ® designation.

Morningstar | Chicago, IL

DeAnna is a Senior Consultant with NEPC and has almost 20 years of experience in the financial
services industry. In her current role, DeAnna works closely with NEPC’s Public Fund and
Endowment & Foundations clients. Her expertise spans a broad spectrum of investment areas
including manager research, asset allocation and managing complex technical projects, enabling
her to provide comprehensive portfolio management services tailored to her clients’ needs.

Prior to joining NEPC in 2015 as a Senior Analyst, DeAnna was the Vice President of Community
Investments for BMO Harris Bank, where she managed the bank’s Community Reinvestment Act
(CRA) portfolio, which primarily consisted of CDFI, private real estate and private market
investments. She as an analyst with Chicago Teachers’ Pension Fund.

Deeply committed to fostering equity and inclusion within the financial services industry, DeAnna
has spoken on several panels discussing ways to increase diversity within financial services. She
also serves as Co-Chair of NEPC’s Diverse Manager Committee (DMC), which aims to identify
highly qualified diverse investment firms that meet the unique goals, risk parameters, and financial objectives of NEPC’s clients. She is also a member of NEPC’s Asset Allocation Committees.

DeAnna serves as the Chair of the Board and Investment Committee Chair for T.A.S.C, Inc and is
the President of the Chicago Chapter of the National Association of Securities Professionals
(“NASP”). She also serves on the board of Lawrence Hall, national board for NASP and a member
of the Consultant Roundtable for the Investment Diversity Advisory Council (“IDAC”). She was
name recognized as one of the Crain’s Chicago Business’s Notable Nonprofit Board Leaders for
2024 and was the 2025 Emerging Leader Honoree for NASP.

NEPC, LLC | Chicago, IL

Chris is Co-Founder and President of Grandview Analytics and focuses on running the Consulting Services Practice. With over 20 years of experience in the financial industry, Chris has developed a passion for helping to drive business and cultural transformation for organizations of all sizes.

Chris started his career at LaSalle Bank (later Bank of America) as an analyst in the securitization (CDO/CLO/MBS) trust services group. He later became the Global Head of Modeling Analytics, guiding the team through rapid growth and evolution. After playing a key role in supporting Bank of America through the divestiture of their corporate trust business to U.S. Bank, Chris moved into the credit risk middle office and helped Bank of America implement the BASEL II risk framework. He then transitioned to multiple risk management-based roles in the alternatives space before launching Grandview, in 2014.

Chris grew up in Rochester, New York, and attended the University of Rochester, where he graduated with a BA in Economics. He is a CFA charterholder. Chris lives in Lake Forest, Illinois with his wife and two children and enjoys fishing, golfing, and visiting the 1000 Islands region in Upstate New York.

Grandview Analytics | Chicago, IL

Dave Mabie has been in the investment business since 1991. Dave co-founded Chicago Capital in 2018 after holding portfolio management and research roles with William Blair and Stein Roe & Farnham. Early in his career, Dave was an analyst at A.C. Nielsen.

Dave is a Chartered Financial Analyst and a member of the CFA society of Chicago. He has been named a Top Financial Advisor by Barron’s, a Best-In-State Wealth Advisor by Forbes, a Notable Financial Advisor by Crain’s, a Five Star Wealth Manager by Chicago Magazine, a Top Financial Professional by Investment News, and the #1 Advisor to Watch by AdvisorHub. Dave has been featured by the Wall Street Journal, Chicago Sun Times, Chicago Financial Times, Family Wealth Report, and other publications.

Dave is a Trustee of Lewis & Clark College and a member of the Advisory Board of the Bates Center for Entrepreneurship and Leadership. He is a Trustee of WTTW|WFMT, public broadcasting. He is a Director of the Franklin Philanthropic Foundation and a member of the Springboard Foundation and the Investment Committee of the School for Little Children. He is a former director of the Chicago High School for the Arts (ChiArts) Foundation. Dave is a member and manager of Cache Creek Ranch LLC, which owns and operates a cattle ranch in Wilsall, Montana.

Education: B.S. Lewis & Clark College; M.M. Northwestern University Kellogg Graduate School of Management

Chicago Capital | Chicago, IL

Jim Mohan is an Investment Consultant with Mercer based in the Chicago Office. His primary focus is on providing direct support to clients and consultants, specifically not-for-profit relationships in the U.S. Jim joined Mercer in 2021 and has fifteen years of investment experience.

Prior to joining Mercer, Jim founded the ESG advisory and implementation firm DuPage Investment consultants in 2020. Prior to DuPage, Jim spent two years as a relationship manager at Christian Brothers Investment Services. He earned his Bachelor of Science degree in Finance from DePaul University. He is a CFA charterholder and holds his CIPM. Jim is an active member of the CFA Society – Chicago, contributing as a Co-Chair of the Distinguished Speakers Series advisory group and member of the Annual Dinner advisory group. Jim also volunteers his time teaching financial literacy to underserved youth with Cents Ability.

Mercer | Chicago, IL

Derek is responsible for determining the asset allocation of, and the non-Busey investment managers used in, the model portfolios used by our Advisors to invest client accounts. His role includes developing and evolving long-term capital market assumptions for use in strategic asset allocation, authoring models and analysis to guide active asset allocation, and evaluating and choosing external managers in public and private markets.

Committed to helping people of all income and wealth levels, Derek recognizes that successful investing is the result of a strong partnership between clients and those managing their money. Along with making the best possible investment decisions on their behalf, he and the Investment Team educate and inform clients, so they understand the progress in achieving their goals and the reasoning behind the processes.

Prior to joining Busey Wealth Management in 2022, Derek was a Strategist, Portfolio Manager or leader on asset allocation or multi-asset teams at six investment management companies, including Ibbotson Associates (now Morningstar), Brinson Partners (Now UBS), ING Investments (now Voya) and Bank of Montreal.

In addition to his three decades of industry experience, he holds an MBA in Analytic Finance from the University of Chicago and a Bachelor of Science in Finance from the University of Illinois at Urbana-Champaign. He is also a Chartered Financial Analyst (CFA) charterholder and a member of the Chicago CFA Society. In his spare time, he is a tutor and mentor at By the Hand Club for Kids and a volunteer at Nourishing Hope, both in Chicago.

Busey Bank | Chicago, IL

Phil is Managing Director of Fixed Income, LDI Strategy, and Risk at Exelon Corporation, where he leads the Investment Office’s liability hedging strategy, strategic asset allocation and fixed income portfolio design within a multi-asset institutional framework. With deep expertise in liability-driven investing,investment strategy, and risk analysis, Phil brings a disciplined, analytical approach to constructing resilient portfolios that align with long-term pension and benefit obligations.

He is a CFA Charterholder, Certified Financial Risk Manager (FRM), and Chartered Alternative Investment Analyst (CAIA), and previously served as a U.S. Navy Supply Corps Officer. Phil has held prior roles at Guggenheim Investments, Deloitte, and KPMG, and holds degrees from the University of Chicago and DePaul University.

Exelon | Chicago, IL

Janelle Woodward is a Senior Managing Director within Allstate Investments and heads the Multi-Asset group. In her role, Janelle is responsible for leading the capital allocation process and interfacing with business unit partners, architecting and executing active investing strategies across asset classes. Prior to joining Allstate in 2023, she served as President and Head of Investment Management at MacKay Shields, where she led the firm’s seven independent investment teams representing $160 billion in assets under management and drove the expansion of their product suite and capabilities. Prior to joining MacKay, she spent more than a decade at BMO Financial Group in roles of increasing responsibility, ultimately serving as the Global Head of Fixed Income, where she led five global fixed income teams representing $50 billion in assets.

Janelle maintains a strong commitment to building diversity, equity and inclusion in the financial services industry through various sponsorships. She also currently serves on the board of Big City Mountaineers, a non-profit organization providing transformative experiences in nature for youth from disinvested communities.

Janelle earned her bachelor’s degree in business administration/systems from Taylor University and her MBA from the Kellogg School of Management. She is a CFA Charterholder.

Allstate Investments | Chicago, IL