The Future of Institutional Hedge Fund Investing Post-CalPERS



   Thursday November 13th  |  The Future of Institutional Hedge Fund Investing Post-CalPERS

Please join the CTHFA for a discussion on the future of hedge fund investing with three large institutional investors, Texas ERS, United Technologies and Hartford HealthCare.

As reported, the California Public Employees Retirement System ("CalPERS") made the decision in September to terminate their hedge fund program. Due to its size and the very public nature of this announcement, we have brought together three large investors with diverse perspectives (public pension, private pension and non-profit endowment) to review the value proposition of hedge funds in portfolios and explore the future of hedge fund investing.

Indian Harbor Yacht Club in Greenwich, CT
710 Steamboat Road
Greenwich, CT 06830
(203) 869-2484


5:00 - 6:00 - Registration, Cocktails and Networking
6:00 - 7:00 - Main program
7:00 - 8:00 - Cocktails and Networking


Jason Josephiac, Senior Manager, Senior Investment Analyst, United Technologies

Jason Josephiac is a Senior Investment Analyst for the United Technologies’ Pension Plan. He is primarily responsible for public equities, portable alpha and risk parity.

Prior to joining United Technologies he was a Senior Associate at The Boston Company Asset Management, LLC where is held roles in business development and client service.

Jason graduated magna cum laude from Bentley University with a Bachelor of Science degree in Finance as well as minors in Economic and International Studies. Jason is a member of the CFA Hartford Society and is a CFA charter holder.


Robert Lee III, Portfolio Manager of Hedge Funds for the Employees' Retirement System of Texas

Robert is the Portfolio Manager of Hedge Funds for the Employees' Retirement System of Texas, as $25 billion USD pension sponsor located in Austin, TX.

Robert joined ERS in 2011 to design and implement ERS' new hedge fund program. Robert manages ERS' hedge fund allocations within and across asset classes as well as in stand-alone hedge fund portfolios with absolute return objectives. Robert is a member of ERS' Risk Management Committee.

Prior to ERS, Robert was Portfolio Manager at HFR Asset Management and its subsidiary Riverside Portfolio Management in Chicago, IL where he managed discretionary, co-advisory, and index fund of hedge fund products including the HFRX Indices. Robert has a Masters in Econometrics from the Universitaet Konstanz in Germany and Bachelors degrees in Economics and Mathematics from Texas State UniversityStephen received a Bachelor of Arts degree in Economics and Business (Honours) from York University, Toronto, and is a Chartered Financial Analyst (CFA) charter holder.


Kevin Edwards, Senior Investment Director

Kevin joined the team at Hartford HealthCare in August 2014 as the Senior Investment Director reporting to the Chief Investment Officer. He is responsible for manager relationships and selection, and risk management for the pension, endowment and insurance portfolios, as well as assisting with asset allocation and performance analysis and monitoring.

Prior to joining Hartford HealthCare, Kevin was Vice President of Finance & ChiefInvestment Officer at the UConn Foundation overseeing investment of the endowment and otherassets, treasury and back office functions. He has worked for hedge fund manager George WeissAssociates and started his career in public accounting with Blum, Shapiro & Co. PC. Kevin is aCFA charter holder and CPA.

He is Treasurer for the Connecticut Hedge Fund Association and also for the Granby Education Foundation, Inc. Kevin earned his B.S. in accounting from theUniversity of Connecticut.

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Connecticut Hedge Fund Association, Inc.         PO Box 232, Greenwich CT  06836                                                                                       
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