AUGUST 20th OPEN HOUSE open house

Location:
Employees' Retirement Fund
1920 McKinney Avenue, 10th Floor
Dallas, TX 75201
Preston Training Room
Time: 1:00 P.M. to 4:00 P.M.

 

Parking: Parking can be found at our Guest Parking garage located at 1920 McKinney Avenue, Dallas, TX 75201 (Front of the building) Validation will be provided.

 

Registration has begun for this event. Up to two (2) registrants are allowed from each organization. Each attendee must register separately.

 

If you have any questions about this seminar or registration, please contact the Employment Retirement Fund of the City of Dallas at 214-580-7700 or click here to send us an email.

AGENDA

 

  • Welcome and Introductions
  • Investment Overview
  • Manager Selection Process
  • Guest Speaker - Joanna Bewick
  • Guest Speaker - Jarvis V. Hollingsworth
  • Q&A

 

SPEAKER

Joanna Bewick
Joanna Bewick
CFA, Vice President
Wilshire Associates

Joanna Bewick is a Vice President of Wilshire Associates and a member of Wilshire Consulting. She provides investment consulting services to the firm's corporate, public, foundation and endowment clients in the Pittsburgh office. Ms. Bewick currently chairs Wilshire Consulting's Diverse Owned Managers Committee and is a member of the public and private Real Assets Committee. In addition, Ms. Bewick is a voting member of Wilshire Associates; cross-divisional Investment Strategy Committee and Wilshire Consulting's Investment Committee, making investment decisions and recommendations for both discretionary and non-discretionary clients.
    
Prior to joining Wilshire in 2018, she was a portfolio manager for 10 years at Fidelity Investments where she managed $26 billion in multi-asset total return strategies, including multi-sector bond, high-dividend yielding equity, and real return portfolios. Prior to portfolio management, Ms. Bewick served as a fundamental fixed income analyst with Fidelity Management & Research Co., J.P. Morgan Asset Management, and Federated Investors. In addition to asset management, Ms. Bewick worked for Fidelity Management & Trust Co. as a Senior Vice President leading the Strategic Services Team, which conducted asset allocation and asset/liability studies for institutional investors. Her background also includes a position with Bentley College, Waltham, Mass., as an Adjunct Assistant Professor of Finance.
    
Ms. Bewick earned an MBA in Finance from the University of Pittsburgh, Katz Graduate School of Business and a Bachelor's of Business Administration from Ohio University. She holds the Chartered Financial Analyst designation.

SPEAKER

Jarvis Hollingsworth
Jarvis Hollingsworth
General Counsel
Kayne Anderson Capital Advisors, L.P.

Mr. Jarvis V. Hollingsworth is the General Counsel and serves on the Executive Committee of Kayne Anderson Capital Advisors, L.P., a leading alternatives investment management firm with approximately $30 billion in assets. He is a former Partner at Bracewell LLP. Mr. Hollingsworth serves as chairman of the board of the Teacher Retirement System of Texas (TRS), a Texas state agency which manages a $150 billion-plus pension trust fund. He serves on the Board of Directors of Frost Bank (NYSE: CFR), and also on the board of Emergent Technologies LP, a financial technology company that provides payment services and new blockchain-based payment technologies. Mr. Hollingsworth is a former regent and Chairman of the board of the University of Houston System. He received a B.S. from the U.S. Military Academy at West Point and served for several years on active and reserve-duty in the U.S. Army. He received his J.D. from the University of Houston.