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Professional Development - SIC provides educational and professional development activities, research programs, publications, and communications for sovereign investors.  SIC provides a wide variety of resources, including conferences, seminars and roundtables, including: annual sovereign investment management conference for senior investment officers and trustees; an intensive, week-long seminar for senior investment and financial officers of sovereign investors, taught by leading academics and practitioners; one-day seminars and luncheon meetings conducted in locations close to our clients’ places of work, and targeted, industry-specific annual surveys of investment and treasury management practices, policies and trends at sovereign investors.

 

Investment Programs – Using proven models and operations, SIC will create funds and investment programs for sovereign investors designed to generate long-term, superior investment performance, while at the same time providing an investment platform that provides greater information to investment bound countries and regulators.  We will offer common investment programs in style mandates presently used by sovereign investors, designed to meet or exceed existing benchmarks, but with lower fees.

 

Public and Government Relations - Professional development and a common investment platform will be supplemented with an ongoing SIC public and government relations program that will reduce the fears of sovereign investment that presently threaten in bound investment and a plethora of regulation. Presently, sovereign funds risk getting the facts right and the politics wrong.

 

SIC is managed by global investment fund professionals, government relations specialists and public relations professionals. SICs professional development and fund management programs are operated in conjunction with widely recognized commercial fund managers.

WHO IS THE SOVEREIGN INVESTMENT COUNCIL ?

 

          Thomas J. Karol is the President and Chief Operating officer of the Sovereign Investment Council. Prior to joining the Council, Tom served as the Chief Operating Officer of the Global Financial Services Industry at Deloitte Touche Tohmatsu. Before Deloitte, Tom was President and Supervisory Principal of Express Securities, Inc., practiced securities law with American Express, in private law practice, with a subcommittee of the U.S. Senate Government Affairs Committee, specializing in financial services issues, and with the Division of Enforcement at the U.S. Securities and Exchange Commission. Tom was an expert advisor to the World Bank and U.S. AID programs to build equity markets in emerging markets, including the former Soviet Union and an Advisor to the Ministries of Finance in Albania, the Republic of Georgia, Ukraine and Uzbekistan.

  • Tom has appeared in a number of major forums to address sovereign investment fund issues, including CNN, the European Institute, Congressional briefings with the Henry L. Stimson Center, guest blogs on the Oxford International Review, a contributor to European Affairs and speaking at the United Nations Headquarters in New York on investable opportunities in Africa for sovereign wealth funds.

              Jeffery M. Walter is the former Director of the Joint Economic Committee, the committee responsible for reporting the current economic condition of the United States and for making suggestions for improvement to the economy. Jeff has almost twenty five years of experience in developing and implementing strategic plans for financial services firms, including JP Morgan Chase, Prudential and banks in the Internet Corporation for Assigned Names and Numbers consortium. Jeff has developed and implemented tactical and strategic plans for AIG and Fannie Mea and other clients. Earlier, Jeff served as an Associate Director in the U.S. Department of Transportation.

              Palmer C. Hamilton heads the financial division of his law firm, Miller, Hamilton, Snider & Odom, LLC, and has acted as Washington counsel for such clients as JPMorgan Chase, Bayerische Landesbank, Regions Bank, and the Turquoise Mountain Foundation headed by H.E. Hamid Karzai, President of the Islamic Republic of Afghanistan, and HRH The Prince of Wales. Mr. Hamilton's clients include a number of the top 25 financial services entities in the United States. He served as Assistant to the United States Comptroller of Currency in the 1970's and also as the OCC's Chief of New Bank Chartering.

             Robert J. teDuits has served at State Street as Global Director for Offshore & Alternative Investment sales and marketing. He worked closely with State Street's diverse global customer base, outside legal counsel, audit firms, third party consultants and key market prospects in a consultative capacity to educate, develop and align strategic initiatives with State Street's comprehensive multi-jurisdictional servicing solutions. Rob also spent more than a decade in State Street's full service fund operating groups, including managing fund accounting, global custody, fund administration and transfer agent servicing in Toronto, as well directing the daily full service fund operation of State Street's European-based processing center in Luxembourg.

            Audrey Young, a national communications and public affairs strategist, designs and manages strategic communication campaigns for some of the world's leading corporations and celebrities. Her expertise includes issue expert ally development and grassroots advocacy. She and her team of globally recognized crisis and communications professionals tackle high stakes issues that find themselves being covered by the media. She works regularly with industry on critical issues where politics has gotten out in-front of the facts. A veteran of high profile media relations initiatives, her work with mainstream, trade and on-line media has resulted in fair news coverage.