Dakota Live! Call for Alternatives #88

Dakota Live! Alts 88 Registration - Captioned-low

April 26, 2024

Our Guest Speaker

Christopher Schelling, Managing Director of Private Markets, Caprock

Chris Schelling is an investor, advisor and published author. During his more than 20-year tenure in the investment industry building portfolios, mostly focused on alternatives, Chris has met with over 4,000 managers and allocated roughly $7 billion, generating top quartile to top decile returns across hedge funds, real assets, private credit, and private equity.

Chris is currently the Managing Director of Private Markets with Caprock. Caprock is a multifaceted wealth advisory firm that specializes in providing comprehensive investment and wealth management solutions to high-net-worth individuals, families, and institutional investors. 

Serving over 300 families, Caprock advises on assets of $8.9 billion dollars as of December 31, 2024. Of which, $4.1 billion is allocated to private markets, and $2.2 deployed with impact intentionality. The firm is an SEC-registered investment advisor and a founding B-Corporation headquartered in Boise, Idaho with additional locations in Seattle, San Jose, Newport Beach, Park City, New York, and Austin.  

Chris has been active in manager research and asset allocation for two decades, from Mercer Investment Consulting as a Senior Investment Associate in Hedge Fund Manager Research to the Kentucky Retirement System as Deputy CIO and Director of Absolute and Real Return Strategies. For over five years, Chris was the Director of Private Equity with the Texas Municipal Retirement System, and more recently, the Chief Investment Strategies with Venturi Private Wealth.

Beyond his professional endeavors, Chris is an influential voice in the investment community, sharing his insights and analyses through various publications. His writings delve into the nuances of the illiquidity premium, the dynamics of alternative investments, and the evolving landscape of private equity and hedge funds. Through his writing, Chris not only demystifies complex investment concepts but also provides valuable perspectives on the challenges and opportunities within the market.

Chris earned a BS degree in Psychology and an MBA from the University of Illinois. Chris also earned an MS in Financial Markets from the Illinois Institute of Technology. Chris is also a Global Investor Advisory Board Member for Alternative Investment Management Association, an Investment Committee Member for the Catholic Foundation for the Diocese of Austin and 1200 VC respectively, and finally a CAIA Association – Austin Chapter Executive.

Chris calls the Austin area home, where he enjoys the outdoors, fitness, spending time with his family and two dogs, writing, reading, and movies.

Dakota will present an interview with Christopher Schelling, Managing Director of Private Markets, Caprock

Register now!

Key highlights we will cover on the Texas Permanent School Fund:

  • How is the Texas Permanent School Fund organized and what consultants do they work with?
  • Where is the opportunity, and who are the internal points of contact within alternatives?
  • What has been top of mind for the Texas Permanent School Fund and where have they been allocating recently?