Jason Mudrick
Founder and CIO
Mudrick Capital Management, L.P.

The University of Chicago Investing Forum is excited to host Jason Mudrick for a keynote discussion. Jason is the founder and Chief Investment Officer of Mudrick Capital Management, L.P., a firm specializing in stressed and distressed credit. Founded in 2009 with $5 million, the firm now manages approximately $3.2 billion primarily for institutional clients. After beginning his career in 2000 at Merrill Lynch's M&A Investment Banking group, Jason joined Contrarian Capital Management in 2001, focusing on distressed credit. He launched and grew the Contrarian Equity Fund to approximately $400 million before founding Mudrick Capital. Jason has served on numerous creditors' committees and boards of public and private companies. He holds a B.A. in Political Science from the University of Chicago and a J.D. from Harvard Law School, where he also taught economics to undergraduates. Jason was admitted to the New York State Bar.

Time: May 6th, 4:30 pm - 6:00 pm CST ; Location: Ida Noyes Hall, 3rd Floor Theater

James Morrow
Founder and CEO
Callodine Group

Mr. James Morrow is the founder and CEO of Callodine Group. Prior to starting Callodine, Mr. Morrow spent the previous 19-years at Fidelity Investments (FMRCo) where he managed multiple equity-income strategies. He announced his retirement in February 2017 and remained with the firm through January 2018 as he transitioned all portfolio management responsibilities to his successors. In his role as portfolio manager at Fidelity, Mr. Morrow managed a wide array of funds with experience structuring value-focused portfolios within equities, fixed income and specialty niches. He is an active manager with a history of managing portfolios with significant absolute and relative over/under weight positions, private investments and activist positions. Further, Mr. Morrow has experience recruiting, training and managing research teams. Before serving as an equity research summer intern with Fidelity in 1998, Mr. Morrow worked as a distressed debt analyst for Chase Manhattan Bank from 1995 to 1997. Mr. Morrow earned his Master of Business Administration degree from the University of Chicago and his Bachelor of Science degree in finance from the University of Buffalo.

Time: May 9th, 12:00 pm - 1:00 pm CST

Will England
CEO and CIO
Walleye Capital

Will England is the Chief Executive Officer and Chief Investment Officer of Walleye Capital. He joined Walleye in 2013 and was named a partner in 2017. Will plays an integral role in setting the strategic direction of Walleye and oversees all aspects of the firm’s processes, including strategy allocation, risk management, and talent recruitment. Will began his career as a Quantitative Researcher for the AHL division of London-based Man Group plc, researching and implementing algorithmic trading strategies across global futures and equity instruments. He also spent time as an investment analyst with Valor Equity Partners, a leading growth private equity firm. Will earned a BSE in Operations Research and Financial Engineering from Princeton University (Academic All-Ivy honors) and a Master’s degree in Mathematical and Computational Finance from Oxford University. 

Benny Peretz
Co-Founder & Managing Partner
Greenoaks

Benny Peretz co-founded Greenoaks in 2012 and is a Managing Partner of the Firm. Prior to Greenoaks, Benny invested in public and private businesses globally with D. E. Shaw & Co., L.P. Benny holds a BSc in Economics from the Wharton School and BAS from the School of Engineering and Applied Sciences at the University of Pennsylvania.

Ted Seides
Founder
Capital Allocators

Ted Seides, is the founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory to asset managers and allocators. He launched the Capital Allocators podcast in 2017. The show reached 15 million downloads in April 2023 and has been recognized as the top institutional investing podcast. Ted previously worked under David Swensen at the Yale Investments Office, co-founded and served as Co-CIO of Protégé Partners, made a famous bet with Warren Buffett, and authored two investment books. Ted graduated Cum Laude from Yale University and received an MBA from Harvard Business School.

Weijian Shan
Executive Chairman
PAG

Weijian Shan is the executive chairman and co-founder of PAG, a leading Asia-based and focused investment firm with more than USD50 billion in capital under management. Before joining PAG, he was a partner of TPG and co-managing partner of TPG Asia (formerly known as Newbridge Capital), and a managing director of JP Morgan. He was an assistant professor at the Wharton School, the University of Pennsylvania. He also worked at the World Bank. Shan holds an MA and a PhD from the University of California, Berkeley, and an MBA from the University of San Francisco. Shan is the author of Out of the Gobi: My Story of China and America (2019), Money Games: The Inside Story of How American Dealmakers Saved Korea's Most Iconic Bank (2021) and Money Machine – A Trailblazing American Venture in China (2023).

Yup S. Kim
​Head of Investments for Private Equity
CalPERS

Emmanuel Roman
​Chief Executive Officer
PIMCO

David Roux
​Co-Founder
BayPine Capital, Silver Lake 

Steven N. Kaplan​​
Neubauer Family Distinguished Professor of Entrepreneurship and Finance, Chicago Booth
Kessenich E.P. Faculty Director, Polsky Center for Entrepreneurship and Innovation

Steven Neil Kaplan conducts research on issues in private equity, venture capital, entrepreneurial finance, corporate governance and corporate finance. He has published papers in a number of academic and business journals. Kaplan is a research associate at the National Bureau of Economic Research and an associate editor of the Journal of Financial Economics.

Professor Kaplan co-founded the entrepreneurship program at Booth. With his students, he helped start Booth’s business plan competition, the New Venture Challenge (NVC), which has spawned over two hundred companies that have raised almost $1 billion and created over $10 billion in value including GrubHub, Braintree/Venmo and Simple Mills.
​

Steven Strongin
Senior Advisor, Goldman Sachs

Steve is a senior advisor at Goldman Sachs, where he advises the firm on a number of important client-facing initiatives. Previously, Steve was head of Global Investment Research for more than 12 years. He was a member of the Management Committee and Firmwide Client and Business Standards Committee. Steve was also co-chair of the Firmwide Technology Risk Committee. Additionally, he also served as global head of strategy research and co-chief operating officer of Global Investment Research, as well as global head of commodities research. Steve joined Goldman Sachs in 1994 and was named managing director in 1998 and partner in 2002. Prior to joining the firm, Steve spent 12 years at the Federal Reserve Bank of Chicago, most recently as the director of Monetary Policy Research. Before that, he was an economist at the Center for the Study of Economy and State at the University of Chicago and a researcher at PanHeuristics, a think tank focused on military strategy and energy policy.
​
Steve is a distinguished visiting professor at the Pardee RAND Graduate School and a member of the Board of Directors of Ocean Conservancy. In addition, he is a member of the Advisory Council to the College at the University of Chicago, a member of the Jury of the World Resources Institute’s Ross Prize for Cities, and a member of the Becker Friedman Institute Advisory Council. Previously, he was a member of the Advisory Board of the RAND Center for Corporate Ethics and Governance. Steve earned undergraduate and graduate degrees in economics from the University of Chicago and a graduate degree in management from Northwestern University’s Kellogg School of Management.