Capital Markets Series - Private Markets

Join us for Part II of our four-part Capital Markets Series!
Please note that this event will be through Zoom. Login information will be provided in the reminder email closer to the event
Hosted by: Education Advisory Group

At the beginning of this century, investors allocated only $500 billion in AUM to private equity. Since then private equity has established itself as the highest performing asset class. In 2019, investors increased their allocations to over $5 trillion, funneling money into private equity and debt, as well as private real estate, infrastructure and natural resources funds.

Join CFA Society Chicago for the second part of its Capital Market Series where our panelists will discuss the differences in the variety and performance of the different asset classes within private markets, the impact of COVID-19 on this very broad asset class, and their outlook.

If you missed the first part of the series on Public Allocations head on over to our Website or YouTube page to watch the replay!


Mark Guinney, CFA - Managing Director, Investment Strategy, Cresset Capital
Harisha Koneru Haigh, CFA - Managing Director, Private Investments and Real Assets, Northwestern University
Brady O’Connell, CFA, CAIA - Senior Vice President, Callan LLC

Moderator: Christian M. Barron, CPA, CFA - Senior Business Development Associate, LQD Business Finance

Members - FREE  
Nonmembers - FREE

CFA Institute Qualified Activity: Eligible for 1 credit hour

Registration: Online  
Zoom login information will be provided in the reminder email closer to the event. Registration closes at 5:00 PM on October 19, 2020.

4:00 pm - 5:00 pm CDT: Program 
Please log in a few minutes early to test your video and internet connections.

*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event


With more than 25 years of investment management experience, Mark Guinney, CFA, serves as managing director of investment strategies for Cresset’s California Region. He brings deep expertise in working with ultra-high-net-worth families and family offices, with a focus on impact investing specifically related to environmental sustainability and financial wellness. Prior to joining Cresset, Guinney most recently served as the co-head of the Investment Group at Tiedemann Advisors, where he had responsibility for market strategy, manager selection, risk management and asset allocation for all investment programs. He was also a member of the firm’s internal Investment Committee. Prior to that role he was the chief investment officer at the Presidio Group, which later became Tiedemann Advisors.

Guinney is a frequent speaker at industry conferences and events and is the author of multiple papers on topics related to investing and wealth management. In 2018, he co-authored the CFA level III required reading on “Asset Allocation to Alternative Strategies”. He is also a member of CFA Institute and CFA Society of San Francisco. Guinney earned a bachelor’s degree in economics from Pomona College, and an MBA from the Haas School of Business at the University of California, Berkeley. Born and raised in California, Guinney currently resides in Mill Valley just north of San Francisco with his family.

Harisha Koneru Haigh, CFA, manages the Private Investments and Real Assets portfolios for Northwestern University’s $11 billion endowment. Haigh is responsible for all aspects of these portfolios, including venture capital, buyouts, real estate, and natural resources investments.  

Prior to joining Northwestern University in 2005, Haigh was a principal at PPM America Capital Partners, LLC, the U.S. private equity manager for Prudential plc and Jackson National Life Insurance Company. She also worked in London for Silverfleet, a PPM affiliate, focusing on European middle market buyout transactions. She began her career in the investment banking department of ABN AMRO, concentrating on mergers and acquisitions of small and middle market companies.  

Haigh received a Bachelor of Science in Business Administration from Washington University in St. Louis and an MBA from Northwestern’s Kellogg School of Management. Haigh is a CFA charterholder. 


Brady O’Connell, CFA, CAIA, is a senior vice president with Callan LLC, one of the largest employee-owned institutional investment consulting firms in the United States. Callan provides discretionary and non-discretionary advice to investors on critical issues such as asset allocation, investment strategy, asset manager selection and oversight, governance, and performance reporting. O’Connell is a shareholder of Callan. O’Connell has consulted with a variety of institutional investors including corporate and public defined benefit plans, defined contribution plans, endowments, and foundations. O’Connell has 23 years of investment consulting experience. Prior to joining Callan, O’Connell was a partner with Aon where he worked with a broad range of institutional investors. During his 18 years at Ennis, Knupp + Associates and subsequently, Aon, O’Connell held a number of different roles, including leading public market investment manager research, as well as managing a team of consulting professionals. O’Connell received his MBA in finance and marketing from Northwestern University’s Kellogg School of Management. He earned a BBA in finance from the University of Michigan in Ann Arbor. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Society Chicago and CFA Institute. B O’Connell has also earned the right to use the Chartered Alternative Investment Analyst designation. 


Christian M. Barron, CPA, CFA, is currently a senior business development associate with LQD Business Finance, a Chicago-based, tech-enabled Private Debt fund. Barron is primarily responsible for executing on LQD’s Specialty Finance roll-up strategy by acquiring other ABL and Factoring Fincos. Barron also originates new debt financing opportunities for the lending platform. Previously, Barron worked for Madison Capital Funding and First Bank of Highland Park in underwriting roles. Barron is an active member of the Society as he is also on the Education Advisory Group, the Professional Development Advisory Group and the Distinguished Speaker Series. This year Barron was awarded AG Member of the year for the Distinguished Speaker Series.

*Special Notes Regarding Fees: 
This event is complimentary for both members and nonmembers. Registration online is required and closes at 5:00 PM on October 19, 2020.

CFA Institute CE Qualified Activity:
This program qualifies for credit under the guidelines for the 
CFA Institute Professional Development Program.

10/20/2020 4:00 PM - 5:00 PM

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