A conversation with CAIA CEO Bill Kelly, Jane Abitanta, CEO of Perceval Associates, and members of the Private Markets Club at the University of Delaware

CAIA CEO Bill Kelly and Jane Abitanta, CEO of Perceval Associates, speak with members of the Private Markets Club at the University of Delaware, who recently released a special edition newsletter, titled “Analyzing The Private Investment Boom in India.” They also discussed a forthcoming newsletter, which will focus on sports and private equity.

Theresa Han, CFA, CAIA, Chapter Executive and China Subcommittee Member

Ms. Han is the strategy head for Asia and other globally oriented strategies, serves on the Global Investment Council and is located in the Hong Kong office. Prior to joining GCM Grosvenor, she was a Managing Director at China Investment Corporation, where she co-managed the hedge fund allocation portfolio. Previously, she was an Investment Officer with Alternative Investment Solutions of UBS Global Asset Management with responsibilities in manager research and operational due diligence in Asia.

Sylvia Kwan, PhD, CFA, CAIA

Sylvia is the Chief Investment Officer at Ellevest, a technology-enabled financial services company built by women, for women. In this role, she is responsible for creating the investment solutions, strategies, portfolios, and proprietary algorithms that drive Ellevest’s investment recommendations across both automated digital and customized private wealth advisory services. She guides the firm’s investment philosophy and leads the development and due diligence of Ellevest’s impact and gender forward investments.

Jeff Masom

Jeff Masom is Head of U.S. Distribution for Franklin Templeton, overseeing U.S. Retail and U.S. Institutional, including U.S. Marketing and Product Strategy.

Thomas Morrison

Thomas Morrison is a Senior Managing Director in the Private Wealth Solutions Group. Mr. Morrison focuses on senior relationships with private wealth investment firms, and strategic initiatives focused on expanding access with new products, geographies, model portfolios, co-investments and capital markets. Previously at Blackstone, Mr. Morrison led the firm’s Equity Capital Markets effort within Blackstone Capital Markets across all of our investment businesses globally.