NORTHWEST FINANCE CONFERENCE

In extension to our three pillars of Experience, Research, and Outreach, Four Horsemen Investments organized and hosted our first annual Northwest Collegiate Finance Conference in April 2019. This conference provided an opportunity for finance students, professionals, and institutions across the PNW to network and share their work/experiences within the finance industry.

 

Four Horsemen had the pleasure of welcoming Pacific Lutheran University's SMF, Regents Investment Fund, and the MBA program at Willamette University to share their findings. 

SPEAKERS

Patrick Adrian CFA: Research Manager at eVestment, a subsidiary of Nasdaq

 

Patrick currently works as a Research Manager for eVestment after facilitating Nasdaq’s acquisition of RedQuarry, a small Tacoma investment technology startup focused on providing solutions for research management. At RedQuarry, Patrick took on a variety of roles. From raising capital for the company to helping with the operational and product management side, he was heavily involved in every aspect of the business. Before his role at RedQuarry, he acquired his extensive foundational knowledge working as a partner at Monea Investments, a hedge fund he helped cofound following his work at Threshold Group wealth management. These experiences developed his expertise in the management and allocation of large pools of capital and helped Patrick garner a unique perspective on the role technology plays in the financial sector. Patrick’s impressive track record and breadth of industry knowledge make him an excellent Keynote speaker and we are proud to have such an influential voice at our conference. 

Tim Allen: Retirement Director and CIO of TERS

 

 

Tim Allen spearheads the planning and operations for the Tacoma Employees Retirement System (TERS), serving more than 6,000 active and retired members while directly overseeing the $1.75 billion investment portfolio. He works directly under the Retirement Board of Administration and is responsible for all investment, actuarial and plan administration activities. Before his current role at TERS, Tim worked as a fixed income research manager for the U.S, Canada, and Europe within the Investment Division of Russell Investments and managed institutional fixed income portfolios as a senior vice president for Bank of America. We are incredibly honored to have Tim as a Keynote speaker and are eager to learn from his extensive fixed income expertise and management experience.

Andrew Fagan, CFA: President and CIO at Strategic Investments and Insurance LLC

 

Andy Fagan currently serves as President and CIO of Strategic Investments and Insurance LLC, an independent investment management and insurance advisory firm. An expert in all asset classes, Andy collaborates with investors and business owners to meet their goals and expectations. Before his current role, Andy compiled an impressive track record, including a twenty-two-year tenure at Russell Investments before transitioning into a Senior Vice President role at Key Bank. Additionally, Andy serves as a board member for the Tacoma Art Museum and the Greater Lakes Mental Health Foundation. We are excited to have such an integral member of the Tacoma community in attendance.

Luc Anderson: Financial Analyst and Graduate Student at PLU

 

Former Puget Sound Investment Club President and Founder, Luc Anderson is currently pursuing his Master of Science in Finance at Pacific Lutheran University. In addition to preparing for his CFA Level II, Luc serves as President of the PLU Graduate Fund. Luc’s financial acumen and leadership involvement in the Tacoma student community is complemented by his Operations experience Måløy Seafood in Norway, where he has improved production efficiency by roughly 65% by streamlining the output structure. We are honored to have Luc share his insights and provide feedback for stock contest participants.

Ryan Tate: Senior Software Engineer at M10 Networks

Ryan currently works as a Senior Software Engineer at Token Inc. and is the founder and CEO of Venture Equity Exchange. At UPS, Ryan served as president of Four Horsemen and the Phi Alpha Delta Pre-law fraternity while studying Business Administration and International Political Economy. A proven leader, Ryan’s extensive knowledge of financial models and management skills complement his computational and financial acumen. With a unique blend of computer science and financial knowledge, Ryan’s insights will be a valuable addition to our alumni panel.