Worldwide (all)

Cody Tafel, CMT, CAIA, Chapter Executive

Cody Tafel serves as Head of TSW Strategic Advisory, working with private client relationships, endowments, foundations, and OCIO mandates. Cody’s focus is on asset allocation, investment strategy and business development. Cody brings extensive global market knowledge that helps our investment team and clients connect the dots between the macro environment and our security selection to construct portfolios. 

Alexandra McGuigan, CAIA, Chapter Executive

Alexandra McGuigan Head of APAC for Qblue Balanced, a Copenhagen based systematic and sustainability focused fund manager. She works with some of the world’s largest institutional clients and is responsible for the business in the region.

With a 20-year career in financial services, she has worked in various roles with globally renowned fund managers including BNY Mellon Asset Management, Investec, GAM, Adveq, Och Ziff and has raised over $3 Billion AUM.

Darren Chua Chee How, CAIA , CFA, Chapter Executive

Darren Chua Chee How is an experienced investment professional with extensive expertise in energy, infrastructure, and renewables, specializing in M&A, commercial strategy, and financial management. As the Chief Investment Officer at PT Asian Bulk Logistics, Darren is responsible for managing the company’s investment portfolio, identifying strategic opportunities, mitigating risks, and driving sustainable growth through innovative financial solutions and partnerships.

Bennett Lee, CAIA, Chapter Executive

Bennett has almost a decade of Private Equity & Venture Capital, Investment Banking and Equity Research experience across the Technology, Financial Services, Consumer, Healthcare and F&B sectors. He has executed over ~15 transactions with a combined value of more than ~US$400million. Bennett is currently an Investment Director with Velocity Ventures specializing in South East Asia growth equity investments.  

Eugene Hsieh, CAIA, Chapter Head

As Director of Client Relations at EQT Group, Eugene Hsieh, CAIA® serves as a consultant to RIAs, family offices, private banks, and other private wealth intermediaries on the subject of private markets and alternative investments.

He has gained broad experience over multiple asset classes and investment strategies during his time at Victory Capital, Natixis Investment Managers, and Putnam Investments where he served in similar roles. 

Adam C. Evans, CAIA, CIMA, Chapter Executive, Dallas

Adam began working in the investment field in 1992. Prior to joining Harrison Street Private Wealth, Adam was a Senior Vice President with Greenbacker Capital. Previously, he spent over seven years with Lazard Asset Management where he was a Director within their Financial Institutions Group. Prior to Lazard, Adam held business development roles with other firms, including Cushing Asset Management, TCW Investment Management and Calamos Investments. He has an MBA in Finance and Marketing from Southern Methodist University and a BBA in Finance from the University of Texas at Arlington.

Real Estate in Institutional and Individual Portfolios with Brad Case

Description: Real estate is one of four fundamental asset classes that should be in literally every investment portfolio. Dr. Case delved into the long-term investment attributes of public and private real estate investments including correlations, volatilities, and returns, and then use those attributes to discuss the role of real estate in mixed-asset portfolios.