Dakota Live! Call for Alternatives #35

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DLCA 35 FINAL

October 1, 2021

Our Guest Speaker

Chris Hart, Head of Investment Due Diligence, Brinker Capital 

Chris Hart is Head of Investment Due Diligence at Brinker Capital Investments, a brand entity of Orion Advisor Solutions. In this role, he is responsible for the firm’s open-architecture due diligence effort including vetting, adding, monitoring, and removing investment solutions across the platform. Chris also serves as Chair of the Investment Due Diligence Committee and has over 20 years of investment experience.
 
Prior to his current role, Chris was Senior Vice President and Head of Platform Manager Research at Brinker Capital, where he was responsible for the overall investment management of Brinker Capital’s SMA platform, Core Asset Manager. He also served as the Investment Officer for US growth strategies within the investment advisor research department at Morgan Stanley and held roles at RS Investments, Haverford Financial Services, Credit Suisse, and Prudential Securities.
 
Chris received his Bachelor of Arts in economics from Trinity College and Master of Business Administration from the Darden Business School at the University of Virginia. He holds FINRA Series 7 and 66 licenses.
 

Dakota will present detailed profiles on Ohio PERS and all alts allocators in the state of Ohio.

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Key highlights we will cover on Ohio PERS:

  1. How is OPERS organized, and what consultants do they work with?
  2. Where is the opportunity, and who are the internal points of contact?
  3. What are some of the priorities for OPERS in 2021?

Also featured on Dakota Live! #35 for Alternatives:

  • Interview: Chris Hart, Brinker Capital
  • Metro Areas Profiled: Ohio
  • Dakota's Call Notes from the Week

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