Live Webinar

May 26, 2020 at 10 a.m. CT

Please join Wealth Management CIO Katie Nixon as she hosts 50 South Capital Managing Directors Bob Morgan and Brad Dorchinecz for a discussion on opportunities and challenges across the private equity landscape amid COVID-19.

Speakers

Katie Nixon Chief Investment Officer, Wealth Management Northern Trust

Katie is an Executive Vice President and Chief Investment Officer for the Wealth Management business at Northern Trust. In that capacity, Katie leads the national investment management practice for Northern Trust’s Wealth Management business from the firm’s Chicago headquarters. Her responsibilities include investment policy development with a particular focus on portfolio construction and implementation. She also directs the investment management activities of over 200 Northern Trust portfolio managers across the firm’s 60+ Wealth Management offices. Katie sits on the Firm’s Investment Policy Committee and Tactical Asset Allocation Committee, and she chairs the Wealth Management Investment Advisory Committee. Katie was selected as one of Private Asset Management’s ‘50 Most Influential Women in Private Wealth’ for 2016.

Prior to joining Northern Trust, Ms. Nixon worked at U.S. Trust Company for eighteen years in several investment related capacities, including Managing Director and Division Manager in the Wealth Management Division in New York, overseeing a group of portfolio managers and client service officers with total combined assets under management in excess of $7 Billion. Ms. Nixon also served on US Trust's Portfolio Policy Committee as well as the Private Equity Investment Committee.

Katie received her B.A. from Wellesley College and her M.B.A. in Finance from New York University, Stern School of Business where she graduated with distinction, Beta Gamma Sigma, and was a Stern Scholar. She has received the designations of both Certified Investment Management Analyst (CIMA®) and Certified Private Wealth Advisor (CPWA®) from the Investment Management Consultants Association. Further, she has been awarded the Chartered Financial Analyst (CFA) designation, and is also a member of the New York Society of Security Analysts and the Investment Management Consultants Association (IMCA).

Bob Morgan Managing Director 50 South Capital

Robert P. Morgan is a Senior Vice President and Managing Director for 50 South Capital, with management responsibility and oversight for the entire group. He had previously been Director of Private Equity, a position he held since co-founding the Private Equity funds group, and an area in which he remains heavily involved.

Prior to joining 50 South Capital, he worked as a Director at Frye-Louis Capital Advisors, LLC (FLCA), a Chicago-based private equity investment manager, and was responsible for all of the operations of FLCA, including the management of a private equity fund-of-funds. Prior to joining FLCA, he worked for Heller Financial, Inc., a middle-market commercial finance company which was later acquired by General Electric. Bob was a Senior Vice President at Heller and was responsible for its private equity programs. Within Heller, he held several roles, including positions in the Corporate Finance Group, Corporate Credit and Heller Equity Capital Corporation, Heller’s captive private equity fund. He has invested in over 100 private equity funds covering the buyout, venture capital, structured high yield, real estate and international markets. While at Heller, he also oversaw a direct equity co-investment program which totaled approximately 20 investments. Prior to attending business school, he worked for a commercial bank in North Carolina.

Education & Associations
Bob received his B.A. in economics from Wake Forest University and an MBA from Emory University. He is a board member for the Illinois Venture Capital Association and several fund advisory boards.

Interests
Bob grew up in West Virginia, lived in the Southeast, and moved to Chicago over 20 years ago. When he is not working, he enjoys spending time with his wife and three kids, and cheering on his Demon Deacons.

Brad Dorchinecz Managing Director, Private Equity Group 50 South Capital

Brad Dorchinecz is the Managing Director of the Private Equity Group for 50 South Capital, a group he co-founded. He oversees all aspects of the investment process for primary, secondary and direct co-investments. This includes sourcing and analyzing venture capital, buyout and credit investment opportunities in the United States, Europe and Asia. He is responsible for fundraising, asset allocation and portfolio management activities for the Private Equity Group. He is a member of the 50 South Capital Investment Committee and is a voting member of Northern Trust’s Investment Policy Committee.

Brad was previously an investment professional at Mercantile Capital Partners, a venture capital and growth equity fund located in Northbrook, Illinois. Prior to Mercantile, he spent five years at Heller Financial, a middle-market commercial finance company which was later acquired by General Electric. At Heller, he was an Assistant Vice President in the Corporate Finance Group, Heller Business Credit, and Heller’s Workout Group. He began his career in Heller’s Finance Management Development Program. He worked with Bob Morgan while at Heller.

Education & Associations
Brad is a member of the Illinois Venture Capital Association and sits on several fund advisory boards. He graduated with High Honors from the University of Illinois in Urbana-Champaign with a degree in finance and received his MBA with Honors from the University of Chicago Booth School of Business.

Interests
Brad grew up in Taylorville, Illinois and currently resides in LaGrange with his wife and two daughters. He enjoys cycling, poker, golf, barbecue, following University of Illinois basketball, and playing the drums.