AIC

Keynotes

 

Phil Berney

Co-Chief Executive Officer, Kelso & Co.

Phil joined Kelso in 1999. He spent the preceding eight years at Bear, Stearns & Co. Inc., eventually becoming a Senior Managing Director and Head of the High Yield Capital Markets group. He was previously in High Yield Finance at The First Boston Corporation.

Phil is currently a director of EACOM Timber, Logan’s Roadhouse and PowerTeam Services. In addition, he is active in the Firm’s investments in Eagle Family Foods, Sandler O’Neill + Partners and Venari Resources. He has served as a director on the boards of many Kelso portfolio companies, including Armkel, Cronos, Custom Building Products, Del Laboratories, DS Waters, Nortek, Overwatch Systems, PSAV and Wilton Re.

Phil received a B.S. in Business Administration from the University of North Carolina at Chapel Hill in 1986, where he was a Morehead-Cain Scholar. He is currently a Trustee and Member of the Executive Committee at The Trinity School of New York City, a member of the Morehead-Cain Scholarship Board and a past member of the Board of Trustees of The Mount Sinai Health System.

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Scott Bessent

Founder, Key Square Group

Scott Bessent serves as Chief Executive Officer and Chief Investment Officer for Key Square Group, a New York based investment partnership that he founded in 2015, believed to be the third largest launch in hedge fund history. Mr. Bessent was Chief Investment Officer for Soros Fund Management, the investment vehicle for the Soros Family and their foundations, from 2011 to 2015. He has been a well-known investor in the macro space for more than two decades.

From 1991 to 2000, Mr. Bessent was managing partner of Soros Fund’s London office, including the period of the British Pound devaluation. He was previously associated with Brown Brothers Harriman, The Olayan Group, Kynikos Associates and Protégé Partners.

From 2006-2010, Mr. Bessent was an adjunct professor at Yale University where he taught economic history. He is profiled in the book on macro investors, Inside the House of Money, and features prominently in Sebastian Mallaby’s history of hedge funds, More Money than God. He is a frequent speaker on economic and investment panels.

In 2017, he published two articles in The International Economy magazine: one on the suppressing effects of low real interest rates on volatility and one discussing whether other countries are at risk for “Japanese Disease.”

Mr. Bessent resides in Manhattan with his spouse and two children. He is a trustee of Rockefeller University, the Yale University Council and Classical American Homes Preservation Trust. Mr. Bessent is a member of the Council on Foreign Relations. He holds a B.A. degree from Yale University.

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Bryan Lewis

CIO, Pennsylvania State Employees’ Retirement System

Bryan Lewis is the Chief Investment Officer of the Pennsylvania State Employees’ Retirement System. Previously, Lewis served as executive director of the $20 billion Illinois State Universities Retirement System, where he led fund administration and investment management for two defined benefit plans and one defined contribution plan.

Previously, Lewis spent six years as manager for the North Carolina Department of State Treasurer working on the state’s retirement systems. He holds a MBA from the University of Miami and a bachelor’s degree in economics from the University of Maryland College Park.

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Gary W. Parr

Senior Managing Director and Co-Chair, Apollo Global Management, LLC

Mr. Gary W. Parr has been Senior Managing Director at Apollo Global Management, LLC since December 8, 2016. Mr. Parr served as Managing Director at Lazard Ltd. He served as Co-President at Wasserstein Perella & Co., Inc. He served as a Deputy Chairman of Financial Institutions Group at Lazard Group LLC from April 2003 to November 2009. Prior to Lazard, Mr. Parr worked at Morgan Stanley in numerous capacities includes Vice Chairman of the Securities Business as well as Chairman and Head of Global Financial Institutions and Co-Head of the Global Mergers and Acquisitions Department. He served as a Vice Chairman of Institutional Securities and Investment Banking of Morgan Stanley. Prior to Morgan Stanley, Mr. Parr was with Credit Suisse Securities (USA) LLC (formerly First Boston).

For 30 years, Mr. Parr has focused on providing strategic advice to financial institutions worldwide. He advised on transactions such as the sale of Lehman Brothers’ North American investment banking business to Barclays, the sale of Bear Stearns to JPMorgan, the U.S. Treasury–led restructuring of Fannie Mae, Mitsubishi UFJ’s investment in Morgan Stanley, Kuwait’s investment in Citigroup, China Investment Corporation’s investment in Morgan Stanley, the merger of Bank of New York and Mellon, the New York Stock Exchange becoming public and the sale of Donaldson Lufkin & Jenrette to Credit Suisse First Boston. Mr. Parr serves as the Chairman of Venetian Heritage. Mr. Parr is the Founder and Chairman of the Parr Center for Ethics at the University of North Carolina at Chapel Hill. Mr. Parr serves as Chairman Emeritus of The Philharmonic-Symphony Society of New York, Inc. (formerly New York Philharmonic) and served as its Chairman from September 2009 to 2015. Mr. Parr served as a Deputy Chairman of The Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and Mingya (China). He served as Vice Chairman of Lazard Group LLC until October 24, 2012. Mr. Parr served as Vice Chairman of Lazard Ltd. since January 4, 2010 and served as its Director January 4, 2010. He serves as an Advisor at Covr Financial Technologies, LLC. He serves as a Director of Lincoln Center for the Performing Arts, Inc. He serves as on the Board of The Morgan Library and Museum. Mr. Parr served as a Director of Lazard Group LLC from March 2010 to October 24, 2012. He served on the Board of Berkeley Divinity School at Yale. He served as Advisory Director of Lazard Group LLC since October 24, 2012.

Mr. Parr has been active in many philanthropic organizations in the Arts and Social Responsibility areas. He was awarded the Outstanding Alumni Award from the University of North Carolina in 2013. Mr. Parr received an M.B.A. from Northwestern University and graduated with Honors, Phi Beta Kappa and Beta Gamma Sigma from the University Of North Carolina At Chapel Hill.

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Adam Taback

Exec. Vice President & Head of Global Alternatives, Wells Fargo

Adam I. Taback is the head of Global Alternative Investments (GAI), a division of Wells Fargo Investment Institute. Wells Fargo Investment Institute, a subsidiary of Wells Fargo Bank, N.A., which is focused on delivering the highest quality investment expertise and advice to help investors manage risk and succeed financially.

Mr. Taback leads the GAI team that manages proprietary and non-proprietary alternative investment products and services—including option strategies, hedge funds, managed futures, commodities, private equity, and private real estate offerings—that complement traditional investment portfolios. In his current role, Mr. Taback serves as the president and chairman of the boards of trustees/managers for the GAI Registered Funds and the president and director of Global Alternative Investment Services, Inc. Previously, he was the director and president of A.G. Edwards Capital, Inc.

In addition to serving as head of GAI, Mr. Taback serves as the deputy chief investment officer for Wells Fargo Private Bank. In this capacity, he oversees the Portfolio Services Group, which manages client investment portfolios in excess of $30 billion, the Managed Disciplined Strategies Group responsible for portfolio overlay management and implementation, and the Equity Optimization Team that manages after-tax overlay management and equity portfolio transition accounts for high-net-worth clients. Mr. Taback also manages the teams responsible for all desktop tools and applications used by The Private Bank investment professionals, data analytics, and performance reporting and attribution.

Mr. Taback has been with Wells Fargo & Company and predecessor organizations since 1996 where he has served as a founding member of, reorganized and restructured, and led the growth of various businesses units. His various leadership roles have included serving as president of Wells Fargo Alternative Asset Management, LLC; president of Alternative Strategies Group, Inc.; head of the Product Development and Product Management Groups for the Asset and Wealth Management Division of Wachovia Bank; and head of the Retail Separate Account, Variable Annuity, and 529 businesses for the Asset Management division of Wells Fargo. Prior to joining Wells Fargo & Company, Mr. Taback served in various finance and investment roles with Blockbuster Entertainment (Viacom) supporting their music and Latin American divisions, and spent time working for Raymond James & Associates as a financial advisor.

Mr. Taback holds a Bachelor of Arts in Political Science from Syracuse University and a Master of Science in Accounting from Nova Southeastern University. He is located in Charlotte, North Carolina.

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