Trusted Insighthttp://thetrustedinsight.com/2023-02-20T13:58:36.237695-05:00Trusted Insight, the world's largest platform for institutional investors with 40,000 LP investor professionals in 98 countries and territories around the globe. 30,000 institutional investors engage with Trusted Insight each week. They are actively investing in alternative assets, primarily private equity, hedge funds, real estate and private companies. Our users consist of pension funds, endowments, foundations, sovereign wealth funds, family offices, banks and insurance companies. 83% of Trusted Insight users continue to use the platform 6 months after initially signing up. Investors on the platform, on average manage in excess of $5 billion. We are a platform for qualified purchasers, not high net worth investors.
How Rush University Medical Center Outgrew A Consultant-Led Model | Alex Wiggins, Chief Investment Officer | Q&A
2023-02-20T13:58:36.237695-05:00https://www.thetrustedinsight.com/investment-news/how-rush-university-medical-center-outgrew-consult-20230220491/
Alex Wiggins is the chief investment officer at Rush University Medical Center. He has served at Rush University Medical Center for over 19 years and held the roles of associate vice president of investments and director of investments. In this interview, he discussed how the health system has moved away from a consultant-led model as their investment efforts continue to grow; why they've chosen a more modest approach to alternative investments; and why diversity and inclusion in the investment process is essential for sustained improvement.
The Colorado Health Foundation Driven To Improve Health Equity and Justice | Aron Grodinsky, Chief Investment Officer | Q&A
2022-11-01T12:07:20.340160-04:00https://www.thetrustedinsight.com/investment-news/colorado-health-foundation-centering-health-equity-20221101780/
Aron Grodinsky is the chief investment officer at The Colorado Health Foundation since March 2022. In this interview, he discussed why the Colorado Health Foundation removed the idea of target allocation in its investment approach; how they are focused on identifying managers who are well-positioned to capitalize on opportunities during market turmoil; and why they are taking a closer look at crypto and digital assets more broadly.
How Carilion Clinic Built Its Internal Investment Function, Focuses On Niche Areas Of The Market | Fred Greear, Chief Investment Officer | Q&A
2022-08-26T10:45:57.150330-04:00https://www.thetrustedinsight.com/investment-news/how-carilion-clinic-built-its-internal-investment-20220826697/
Fred Greear is the chief investment officer at Carilion Clinic, where he has served since 2015. Previously, he held the title of director of investments. In this interview, he discussed the process of building an internal investment function in an organization that previously did not have one; the importance of having an innovation team within a health system; and why Carilion Clinic has focused more on smaller, emerging managers and niche areas of the market.
How W.K. Kellogg Foundation Pairs Data-Driven Mindset With High-Performing Team Culture | Carlos Rangel, Vice President & Chief Investment Officer | Q&A
2022-08-16T11:07:56.632340-04:00https://www.thetrustedinsight.com/investment-news/how-wk-kellogg-foundation-pairs-data-driven-mindse-20220816212/
Carlos Rangel is the vice president and chief investment officer of the W.K. Kellogg Foundation (WKKF). Previously, he served as director of investments and led the foundation’s Expanding Equity program, after joining the foundation in 2010 as a portfolio manager. In this interview, he discussed the importance of laying the groundwork to be a data-driven team, how the WKKF focuses on leadership development, and the Foundation’s 90-year experience and capacity-building in diversity, equity, and inclusion.
Why Exelon Is Not A Market Timer, Focuses On Team Building And Culture | Joyce Pan, Senior Portfolio Manager, Private Equity | Q&A
2022-07-20T12:54:43.610732-04:00https://www.thetrustedinsight.com/investment-news/why-exelon-not-market-timer-focuses-team-culture-j-20220720074/
Joyce Pan is a senior portfolio manager of private equity at Exelon, where she is responsible for investing & monitoring the private equity portfolio for Exelon's corporate pension and other investment entities. In this interview, she discussed how the corporate culture at Exelon can be very inclusive; where she has seen opportunities and strong performances during times of market uncertainty; and how the organization impacts its communities through DEI programs and new initiatives.
University Of Minnesota’s Venture Program, Focus On Technology Innovation Led To Outsized Returns | CIO Stuart Mason | Q&A
2022-05-12T16:46:39.471997-04:00https://www.thetrustedinsight.com/investment-news/university-of-minnesotas-venture-program-focus-on-20220512900/
Stuart Mason currently serves as Associate Vice President and Chief Investment Officer of the Office of Investments & Banking at the University of Minnesota. In this interview, he discussed why the investment office is excited about investing in early phases of technology innovation, why he believes we are on the cusp of an explosion for new climate-related technologies, and the importance of integrating diversity, equity, and inclusion-related priorities into every new investment they make.
How LACERA Is More Deliberate With Private Equity Program And TIDE Initiative | CIO Jonathan Grabel | Q&A
2022-04-01T12:38:23.432131-04:00https://www.thetrustedinsight.com/investment-news/how-lacera-more-deliberate-private-equity-program-20220401848/
In this interview, Jon discussed how private equity has been LACERA's best-returning investment strategy since the mid-'80s, how LPs can be catalysts for change through programs like TIDE (Towards Inclusion, Diversity, and Equity), and how the organization has become more detailed than ever as the world continues to become complex.
Pennsylvania State Employees' Retirement System (SERS), An Early 1980s Private Equity Investor | Ryan Morse, Director of Alternative Investments | Q&A
2021-11-10T10:21:28.794639-05:00https://www.thetrustedinsight.com/investment-news/pennsylvania-state-employees-retirement-system-ser-20211110802/
Ryan Morse is a Director of Alternative Investments at the Pennsylvania State Employees' Retirement System (SERS), where he has served since 2018. In this interview, he discussed the strength of their private equity program, having been one of the first public pension investors in PE in the early 1980s; how pension plans are finding creative ways to work with venture capital; and how their private credit portfolio has got off to a successful start.
TRS of Texas #1 Program Is Finding And Retaining Best Talent For Best Returns | Mike Lazorik, Director of Principal Investments | Q&A
2021-09-24T11:55:20.740250-04:00https://www.thetrustedinsight.com/investment-news/trs-texas-1-program-finding-and-retaining-best-tal-20210924683/
Mike Lazorik is a director of principal investments in private equity, growth, and venture capital at the Teacher Retirement System of Texas. In this interview, he discussed how the world will continue to evolve with tech disruption and innovation; why he prefers to engage with unique managers who are spreading their wings to manage more products and strategies; and why it will be difficult for investors to deliver without broad exposure to Asia moving forward.
How Wyoming Retirement System's Team Invests Opportunistically and Nimbly | Andrew Mayer, Senior Investment Officer | Q&A
2021-08-06T12:38:00.884903-04:00https://www.thetrustedinsight.com/investment-news/wyoming-retirement-system-andrew-mayer-senior-investment-officer-qa-20210806948/
Andrew Mayer is a Senior Investment Officer at the Wyoming Retirement System, where he has served since 2012. In this interview, he discussed how the investment team shifted from a generalist model to a more specialized one, how the board adopted policies that allows them to remain opportunistic and nimble, and why he believes it's important to also have active views and exposure in China and Europe.
Why The James Irvine Foundation Values Cognitive Diversity In The Investment Office | Jesús Argüelles, Director of Investments | Q&A
2021-07-08T21:12:06.883201-04:00https://www.thetrustedinsight.com/investment-news/why-james-irvine-foundation-values-cognitive-diver-20210708111/
Jesús Argüelles is the director of investments at The James Irvine Foundation, where he has served since January 2019. In this interview, he discussed the importance of team building while focusing on cognitive diversity, why he believes the best performers are those that view the world differently, and how his background in the public pension world influenced his institutional investing career.
Boston Children's Portfolio Has Done Well Despite Challenging 12-15 Months, Says Philip Rotner, Chief Investment Officer | Q&A
2021-06-10T11:38:16.897936-04:00https://www.thetrustedinsight.com/investment-news/boston-childrens-portfolio-has-done-well-despite-c-20210610329/
Philip Rotner is the chief investment officer at Boston Children's Hospital, where he manages the hospital's endowment, pension, and short-term investment assets. In this interview, he explains why Boston Children's Hospital continues to be ranked as the number one pediatric hospital in the world, how Boston Children's built its proprietary investment model to support its mission of treating sick children, and how health system's don't ordinarily plan to sustain 12 months of losses caused by a pandemic. Although, Phil adds that investment markets have done just fine despite a challenging 12-15 months.
CIO David Erickson Explains Strategic Allocation Increase To Public, Private Equity | Ascension Investment Management | Q&A
2021-05-25T01:06:55.732150-04:00https://www.thetrustedinsight.com/investment-news/cio-david-erickson-explains-strategic-allocation-i-20210525086/
David Erickson is the chief investment officer at Ascension Investment Management, where he oversees the administration, management, and coordination of all investments, totaling approximately $50 billion in assets. In this interview, he discussed how Ascension broadly increased its strategic allocation to equities; why the investment office will operate with a more hybrid approach going forward; and credits Ascension’s governance structure for being supportive and fast-moving.
Mount Sinai's Investment Office Perspective During The COVID-19 Pandemic | Scott Pittman, SVP & Chief Investment Officer | Q&A
2021-05-11T10:22:12.372833-04:00https://www.thetrustedinsight.com/investment-news/mount-sinai-health-systems-investment-office-persp-20210511744/
Scott Pittman is the senior vice president and chief investment officer at The Mount Sinai Health System, where he has served since 2009. In this interview, he discussed the perspective of being a NY health system during the covid-19 pandemic; how they redeployed risk into market dislocations; their more concentrated approach with manager selection; and how collaboration between innovation startups and health systems might not be such an easy path.
Northwell Health's Portfolio Benefitting From Steady Increase To Alternative Assets | Michael Odlum, Senior Vice President | Q&A
2021-04-15T19:10:47.348075-04:00https://www.thetrustedinsight.com/investment-news/northwell-health-portfolios-benefitting-steady-inc-20210415746/
Michael Odlum is senior vice president at Northwell Health, where he has managed the treasury group since September 2011, with oversight of $18 billion in investments. In this interview, he discussed the common expression "days cash on hand" and what it means for Northwell Health and other institutional investors; Northwell's success in increasing allocation to alternative asset classes; and why he believes Northwell had its best year of growth as a health system.
Employees’ Retirement System of the State of Hawaii Focused On Portfolio Efficiency | CIO Elizabeth Burton | Q&A
2021-03-31T11:19:35.023771-04:00https://www.thetrustedinsight.com/investment-news/employees-retirement-system-state-hawaii-focused-p-20210331840/
Elizabeth Burton is the chief investment officer at the Employees’ Retirement System of the State of Hawaii (“HIERS”), a $20 billion pension investment fund. In this interview, she emphasized the importance of attracting and retaining investment talent while being on an island; why the plan has adopted a more conservative investment approach; and how they're laser-focused on running an efficient system.
Vanderbilt University Confident About Venture Exposure Over Next 5-7 Years | Priti Mody, Investment Manager | Q&A
2021-03-03T10:46:21.460049-05:00https://www.thetrustedinsight.com/investment-news/vanderbilt-university-confident-about-venture-expo-20210303411/
Priti Mody is an investment manager at Vanderbilt University. She has over 15 years of investing experience in private markets. In this interview, she discussed being part of Vanderbilt's new team tasked with revamping the investment program; how Vanderbilt made some inroads in building out their China venture portfolio; and which measures have had a tremendous impact on women in finance.
Ludwig Institute For Cancer Research Celebrates Its 50th Anniversary | Xing Chen, President & Chief Investment Officer | Q&A
2021-02-11T19:25:52.760182-05:00https://www.thetrustedinsight.com/investment-news/ludwig-institute-cancer-research-celebrates-its-50-20210211898/
Xing Chen is the president and chief investment officer of LICR Fund, Inc., the endowment of Ludwig Institute for Cancer Research. LICR is an international research organization with a singular focus: preventing and controlling cancer. In this interview, he discussed how LICR developed their own institutional competitive edge; how they built one of the best performing hedge fund programs in their industry; and how the investment team is engaged in relentless pursuit of excellence in endowment investing.
Inside University of Rochester’s Tenured Team, Culture | Rob Rahbari, Senior Investment Officer & Assistant Treasurer | Q&A
2021-02-02T17:36:35.794307-05:00https://www.thetrustedinsight.com/investment-news/inside-university-rochesters-tenured-team-culture--20210202383/
Rob Rahbari is a senior investment officer and assistant treasurer at the University of Rochester, which he joined in 2013. In this interview, he discussed the tenure and culture of the investment team at the University of Rochester; the robust opportunity set that venture capital presents; and their gradual approach to new areas such as biotechnology.
Group Health Foundation On Track To A More Actively Managed Portfolio | Peng Wang, Managing Director of Investments | Q&A
2021-01-21T22:50:01.944435-05:00https://www.thetrustedinsight.com/investment-news/group-health-foundation-road-more-actively-managed-20210121630/
Peng Wang is managing director of investments at Group Health Foundation, which he joined in 2019 following four years as head of portfolio research at TIAA Endowments. In this interview, he discussed how the Foundation has refined its flexible asset allocation framework; the team's efforts in making the portfolio 100 percent active; and their focus on innovation and inefficiencies in China and India.
Orange County Employees Retirement System Set For 20-Year Growth Trajectory | CIO Molly Murphy | Q&A
2021-01-07T18:26:59.851654-05:00https://www.thetrustedinsight.com/investment-news/orange-county-employees-retirement-system-cio-molly-murphy-qa-20210107799/
Molly Murphy is the chief investment officer at Orange County Employees Retirement System (OCERS), where she provides investment oversight to more than $17 billion of defined benefit pension plan assets. In this interview, she discussed how OCERS' generalist structure is different than their pension peers; the system's 20-year outlook for rapid growth; and how they're implementing software and technology solutions to their investment process.
Tulane University Builds Team Talent Along With Its Portfolio | Richard Chau, Interim CIO | Q&A
2021-01-06T10:49:46.240345-05:00https://www.thetrustedinsight.com/investment-news/tulane-builds-portfolio-and-team-talent-richard-chau-interim-cio-qa-20210106318/
Richard Chau is interim chief investment officer at Tulane University, where he has served since 2013. In this interview, Chau shares his views on investment in China and the state of private equity markets, and explains how Tulane is building a network of alumni LPs through its analyst program.
State of New Jersey Views Private Markets Allocation As Return Enhancer | Jared Speicher, Head of Private Equity & Private Credit | Q&A
2020-12-17T20:59:36.575155-05:00https://www.thetrustedinsight.com/investment-news/state-of-new-jersey-jared-speicher-head-of-private-equity-and-private-credit-qa-20201217964/
Jared Speicher is the head of private equity and private credit for the $75+ billion pension plan for the State of New Jersey. In this interview, he discussed how their increased allocation to private markets is a performance enhancer, how investors can benefit from riding out short-term market volatility, and the importance of risk-mitigating strategies to help preserve capital during market drawdowns.
Mass General Brigham Puts Returns To Work In Fight Against COVID-19 | Lisa Vazquez, Portfolio Manager | Q&A
2020-12-17T20:29:17.693717-05:00https://www.thetrustedinsight.com/investment-news/mass-general-brigham-puts-returns-to-use-in-the-fight-against-covid-19-portfolio-manager-lisa-vazquez-qa-20201217456/
Lisa Vazquez is a portfolio manager at the Mass General Brigham Investment Office, an integrated academic health care system formerly known as Partners HealthCare. In this interview, Vazquez tells us how Mass General Brigham's investment team responded to the unique challenges posed by the COVID-19 pandemic, how her team gains access to top-tier managers, and why she thinks mentorship is key to enhancing diversity and inclusion in institutional investment.
LACERA Looks To Diversity And Inclusion | Senior Investment Analyst Shelly Tilaye | Q&A
2020-11-30T16:15:29.232489-05:00https://www.thetrustedinsight.com/investment-news/los-angeles-county-employees-retirement-association-looks-to-diversity-and-inclusion-senior-investment-analyst-shelly-tilaye-qa-20201130164/
Shelly Tilaye is a senior investment analyst at Los Angeles County Employees’ Retirement Association, where she has held several positions since joining in 1998. In this interview, Tilaye discusses her 23 years of private equity experience at LACERA, as well as her team's efforts to enhance diversity, equity, and inclusion at LACERA and across the investment industry.
HIMCO Leverages Domain Expertise To Target Opportunities In Insurtech | VP Jill Frankle | Q&A
2020-11-23T16:17:35.285325-05:00https://www.thetrustedinsight.com/investment-news/himco-leverages-domain-expertise-to-target-opportunities-in-insurtech-jill-frankle-vp-of-strategic-ventures-qa-20201123354/
Jill Frankle is vice president of strategic ventures at Hartford Investment Management Co. (HIMCO). In this interview, Frankle tells us about the latest developments in the insurtech space, and explained how HIMCO's venture portfolio complements its long-term investment strategy during a period of industry-wide disruption in the insurance sector.
Texas A&M Foundation Utilizing Technology For Best-Of-Breed Analysis | Rush Harvey, Director of Investments | Q&A
2020-11-19T13:35:14.158625-05:00https://www.thetrustedinsight.com/investment-news/texas-m-foundation-utilizing-technology-best-breed-20201119273/
Rush Harvey is a Director of Investments at the Texas A&M Foundation, where he has served since February 2018. In this interview, he tells us why private equity and venture capital will be a material driver of their long-term returns; the organization's efforts in institutionalizing the investment process; and how they're implementing technology to better analyze private market opportunities.
Case Western Reserve University 'Actively Rebalancing Portfolio' In Good Times & Bad | CIO Tim Milanich | Q&A
2020-11-17T11:57:53.043153-05:00https://www.thetrustedinsight.com/investment-news/case-western-reserve-university-actively-rebalanci-20201117970/
Tim Milanich is the chief investment officer at Case Western Reserve University, where he has served since 2007. In this interview, he tells us how a third of the endowment's assets are illiquid in nature; how they have institutionalized their infrastructure over the years; and the importance of stress testing and actively rebalancing the portfolio during good times and bad times.
Brandeis University Focused On Regulatory, Scientific Innovations In Healthcare | CIO Nicholas Warren | Q&A
2020-11-02T17:14:55.193626-05:00https://www.thetrustedinsight.com/investment-news/brandeis-university-focused-regulatory-and-scienti-20201102372/
Nicholas Warren joined as the chief investment officer at the Office of Investment Management at Brandeis University in January 2011. In this interview, Nick discussed how their investment team operates with a modified specialist model; their core tenet in having an equity-oriented diversified portfolio; and why they're excited for the regulatory and scientific innovations in healthcare.
Smithsonian’s Investment Office Was 'A Startup Inside A 160-Year-Old Organization,’ Says CIO Amy Chen | Q&A
2020-10-19T13:45:06.406849-04:00https://www.thetrustedinsight.com/investment-news/smithsonians-investment-office-was-startup-inside--20201019371/
Amy Chen is the first chief investment officer at the Smithsonian Institution, the world’s largest museum, educational and research complex, since 2006. In this interview, she discussed how the investment office was like a startup inside of a 160-year-old organization, how they addressed their liquidity concern going into the recent market drawdown, and why European venture is an area they're excited about.
How SFERS Achieved Its Top Ranking In Public Equity Investment | Han Pham, Director of Public Equities | Q&A
2020-10-16T10:00:28.396426-04:00https://www.thetrustedinsight.com/investment-news/how-sfers-achieved-its-top-ranking-in-equity-investment-20201016229/
Han Pham is director of public equities at San Francisco Employees’ Retirement System (SFERS). In this interview, Han spoke about the challenges of public pension investing in a city known for its political activism, why SFERS became a thought leader in ESG investment, and how she and her team overhauled the SFERS public equities portfolio to achieve the top ranking among public pensions.
City Of New York Focused On Creating 'Resilient And Prudent' Portfolios | Wesley Pulisic, Head Of Alternative Credit | Q&A
2020-09-30T16:59:10.032361-04:00https://www.thetrustedinsight.com/investment-news/city-of-new-york-wesley-pulisic-head-of-alternative-credit-qa-20200930510/
Wesley Pulisic is the Head of Alternative Credit for the Bureau of Asset Management, in the Office of the New York City Comptroller, where he has served for over 9 years. In this interview, he discussed how the organization was among the first investors to establish allocation to opportunistic credit; how many government entities are increasing their allocations to private markets strategies; and why an effective global vaccine/treatment for COVID-19 will be the greatest influence on their portfolio.
How MassMutual Plays the Long-Term Investing Game | Phillip Titolo, Head of Direct Private Investments | Q&A
2020-09-30T12:52:32.619610-04:00https://www.thetrustedinsight.com/investment-news/how-massmutual-plays-long-term-investing-game-phil-20200930883/
Phillip Titolo is the head of direct private investments at MassMutual. In late September, Titolo spoke with Trusted Insight about MassMutual's long view on investing, the crucial role of asset-liability management for insurance investors, and how his legal training prepared him for a career in financial and investment analysis.
Mutual Of Omaha Is Spearheading Innovation And Diversity Efforts | Juan Prieto, Head of Alternative Investments | Q&A
2020-09-18T10:43:21.154372-04:00https://www.thetrustedinsight.com/investment-news/mutual-omaha-spearheading-innovation-and-diversity-20200918787/
Juan Prieto is the head of alternative investments at Mutual of Omaha, where he is responsible for leading and managing the portfolio construction, outsourcing, and monitoring of alternative investment mandates. In this interview, he discussed the qualities and attributes he looks at during manager selection; how Mutual of Omaha is investing in disruptors of the insurance ecosystem; and why return on inclusion (ROI) should be a priority for investors alike.
Southern Methodist University's Stable, Strong Leadership Separates It From Peers | Rakesh Dahiya, Chief Investment Officer | Q&A
2020-09-09T13:50:25.011400-04:00https://www.thetrustedinsight.com/investment-news/southern-methodist-universitys-stable-strong-leade-20200909121/
Rakesh Dahiya is the Chief Investment Officer at the Southern Methodist University, where he is responsible for oversight of the $1.6 billion endowment. In this interview, he discussed the importance of SMU’s Investment Committee and the perspective they bring to the table; how the University was in a more defensive position during the market drawdown; and how the lack of venture exposure hindered their performance versus other peers.
WVU Foundation Focused On Tail Risk Hedging Strategies, Early-Stage Venture | Rick Kraich, VP of Investments & CIO | Q&A
2020-08-25T15:13:02.315068-04:00https://www.thetrustedinsight.com/investment-news/rick-kraich-vice-president-of-investments-and-chief-investment-officer-at-the-west-virginia-university-foundation-inc-20200825388/
Rick Kraich is the vice president of investments and chief investment officer at the West Virginia University Foundation, where he has served since 2010. In this interview, Rick discussed the investment office's role in managing five separate pools of capital, why they are advocates of using tail risk hedging strategies while most investor peers do not, and the many opportunities he's excited about within venture capital.
Doris Duke Charitable Foundation Believes Investing Is More Of A Bet On People Than On Markets | Jeffrey Heil, Chief Investment Officer | Q&A
2020-08-11T09:36:44.811161-04:00https://www.thetrustedinsight.com/investment-news/doris-duke-charitable-foundation-believes-investin-20200811711/
Jeffrey Heil is the chief investment officer at the Doris Duke Charitable Foundation, where he has served since 2003. In this interview, Jeff discussed how he built the portfolio and team from scratch as the Foundation's first CIO; how some of those early colleagues went off to become CIOs themselves; and why their biggest allocation change has been to venture capital coming out of the financial crisis.
Why The Dietrich Foundation Is Committed To Out-Sized Allocations To Emerging And Frontier Markets | Edward Grefenstette, President, CEO & CIO | Q&A
2020-08-06T09:18:45.201173-04:00https://www.thetrustedinsight.com/investment-news/why-dietrich-foundation-committed-out-sized-alloca-20200806567/
Edward Grefenstette serves as the President, Chief Executive Officer, and Chief Investment Officer of The Dietrich Foundation. In this interview, Ed takes us back to his early days at the Foundation and how he's helped double total assets under management. He also discusses the organization's significant exposure and commitment toward VC in China since 2006 and why today's digital meetings and interactions are far from ideal from an LP standpoint.
Gordon And Betty Moore Foundation To Actively Increase PE & VC Allocations | Denise Strack, Chief Investment Officer | Q&A
2020-07-21T13:58:40.995404-04:00https://www.thetrustedinsight.com/investment-news/gordon-and-betty-moore-foundation-actively-increas-20200721471/
Denise Strack has been the chief investment officer at the Gordon and Betty Moore Foundation since 2008. In this interview, she discussed how having a disease prevention expert at the organization has benefited them during these times; how they are playing offense to take advantage of the current market opportunities; and why they plan to actively increase private market exposure over the next years.
Inside Caltech's 'Investment Office' During A Global Pandemic | Scott Richland, Chief Investment Officer | Q&A
2020-07-07T22:38:25.070502-04:00https://www.thetrustedinsight.com/investment-news/inside-caltechs-investment-office-during-global-pa-20200707018/
Scott Richland has served as chief investment officer of the California Institute of Technology's (Caltech) investment office since September 2010. In this interview, he discusses the many things that separate Caltech from its research-centric peers; his biggest task when joining Caltech to his current focus on navigating the investment office through a global pandemic; and how having a tenured team has benefited them greatly.
Texas Municipal Retirement System's Governance Structure Allows For Nimble Investing | Peter Teneriello, Investment Analyst | Q&A
2020-07-02T22:25:44.157992-04:00https://www.thetrustedinsight.com/investment-news/texas-municipal-retirement-systems-governance-stru-20200702771/
Peter Teneriello is an investment analyst with the Texas Municipal Retirement System, serving on the private equity team and leading their work in venture capital. In this interview, he discusses how TMRS is creative in how they approach building their venture portfolio; how the current crisis has led them to rethink the best ways to invest over the next year; and why governance structure is key jump on great opportunities during these unprecedented times.
Visa Ventures Excited About Fintech-Centric Investment Opportunities | Kevin Jacques, Vice President & Global Head | Q&A
2020-06-25T02:13:45.192341-04:00https://www.thetrustedinsight.com/investment-news/visa-ventures-excited-about-fintech-centric-invest-20200625085/
Kevin Jacques is the vice president and global head of Visa Ventures. Previously, he led the corporate development & investment team at Intuit. In this interview, he tells us about his role at one of the most prominent corporate venture capital groups in the U.S.; how Visa Ventures invests in areas that support their overall corporate strategy; and the excitement around the rapidly evolving fintech sector.
Telstra Ventures Focusing On Proven Companies & Technologies That Help Large Corporates | Mark Sherman, Managing Director | Q&A
2020-06-23T11:22:09.909345-04:00https://www.thetrustedinsight.com/investment-news/telstra-ventures-focusing-proven-companies-technol-20200623084/
Mark Sherman joined Telstra Ventures as a Managing Director in 2012. In this interview, he discusses why institutional investors should be excited about the enormous upside investing in venture capital; why Telstra looks to invest in Series Bs, Cs, and Ds, backing proven companies; and how timing can be tricky for most corporate venture groups considering venture's long-term game.
BP Ventures Approaches Investing With 'Collaborate Now, Compete Later' Mindset | David Hayes, Chief Investment Officer & Managing Director | Q&A
2020-05-20T13:53:51.718239-04:00https://www.thetrustedinsight.com/investment-news/bp-ventures-approaches-investing-collaborate-now-c-20200520931/
David Hayes is the chief investment officer and managing director of the Americas for BP Ventures. In this interview, he discussed how BP Ventures invests in tech that can be deployed in their own business; the importance of collaborating with corporate venture peers such as Shell; and why they seek a board seat on every investment they make.
West Virginia University Foundation Eyeing Venture Opportunities Outside Of U.S. | Nan Chen, Senior Investment Analyst | Q&A
2020-05-12T11:57:30.639260-04:00https://www.thetrustedinsight.com/investment-news/west-virginia-university-foundation-eyeing-venture-20200512100/
Nan Chen is a senior investment analyst at the West Virginia University Foundation. She has been with the organization since 2011 and has held a few investment-related positions. In this interview, she discussed why WVU Foundation wants to increase allocation to early-stage venture capital; her focus on China-related strategies; and the close-knit community at WVU Foundation that celebrates and understands diverse cultures and experiences.
Citi Ventures Spending More Time On 'Robotic Process Automation' And Driving Innovation | Matt Carbonara, Managing Director | Q&A
2020-05-01T09:33:05.979059-04:00https://www.thetrustedinsight.com/investment-news/citi-ventures-spending-more-time-robotic-process-a-20200501237/
Matt Carbonara is a managing director at Citi Ventures and works out of the Palo Alto office. In this interview, Matt discussed why the organization is spending more time on robotic process automation and other similar technology; their unique position in having direct access to Citi's assets; and how Citi brings global perspective and distribution when collaborating with innovative startups.
Baylor University Identifying 'Prudent Ways' To Add Alpha | Renee Hanna, Director of Investments, Private Investments | Q&A
2020-04-29T17:07:06.268946-04:00https://www.thetrustedinsight.com/investment-news/baylor-university-identifying-prudent-ways-add-alp-20200429236/
Renee Hanna joined the Baylor University Office of Investments in 2008. She currently serves as director of investments responsible for the investment and management of the private equity and real asset allocations. In this interview, she discussed how Baylor's investment office identifies ways to add incremental alpha; the multi-year effort in building out their venture program; and why she believes investor peers should stick together and exchange market insights.
Trusted Insight Launches New 'Institutional Forum'
2020-04-21T14:29:24.934849-04:00https://www.thetrustedinsight.com/investment-news/trusted-insights-new-institutional-forum-20200421884/
Similar to "Quora," a question-and-answer website, our new forum enables limited partners to ask questions, connect with peers, and share timely investor insights. Recent discussions include how institutional peers and their respective organizations are dealing with the COVID-19 outbreak. We welcome your thought leadership and discussion!
The Public Employees Retirement Association Of New Mexico Focused On 'Innovative And Creative Structures' | LeAnne Larrañaga-Ruffy, Director Of Equity/Co-Head Of Alpha | Q&A
2020-04-07T11:28:59.747644-04:00https://www.thetrustedinsight.com/investment-news/public-employees-retirement-association-new-mexico-20200407633/
LeAnne Larrañaga-Ruffy is the Director of Equity/Co-Head of Alpha at the Public Employees Retirement Association of New Mexico and oversees the Global Equity portfolio which is approximately $5.5 billion and includes liquid and illiquid assets. In this interview, LeAnne discussed why it's an exciting time to be a team member at PERA; seeking innovative and creative structures that will enhance value within the fund; and handling the economic impact of COVID-19 across all asset classes within the portfolio.
Pennsylvania PSERS Focused On Increasing Leverage To Reach 'Better-Balanced Portfolio' | Jim Grossman, Chief Investment Officer | Q&A
2020-04-03T12:11:29.485537-04:00https://www.thetrustedinsight.com/investment-news/pennsylvania-psers-focused-increasing-leverage-rea-20200403682/
Jim Grossman is the chief investment officer at the Pennsylvania Public School Employees Retirement System (PA PSERS), where he oversees $59.1 billion of assets. In this interview, he discussed why PSERS prefers a more balanced and diversified portfolio allocation; why using leverage in the portfolio is evolutionary for them; and their measured approach to early-stage venture.
Public Pensions Are 'Missing The Boat' In Private Markets | Mansco Perry, Executive Director & CIO, Minnesota State Board of Investment | Q&A
2020-03-05T11:34:35.656835-05:00https://www.thetrustedinsight.com/investment-news/public-pensions-are-missing-boat-private-markets-m-20200305814/
Mansco Perry, III is the executive director and chief investment officer of the Minnesota State Board of Investment. In this interview, he discussed how being a lawyer is a good foundation as an investor; how the organization deals with retaining investment talent; and why larger plans and investor peers are missing the boat when it comes to private markets.
Allianz Life Insurance Company Focused On 'Expansion Of Alternative Asset Classes' | Todd Hedtke, Chief Investment Officer | Q&A
2020-02-04T20:49:40.988528-05:00https://www.thetrustedinsight.com/investment-news/allianz-life-insurance-company-focused-expansion-a-20200204686/
Todd Hedtke is the chief investment officer at Allianz Life Insurance Company of North America, where he leads the investment management of more than $160 billion of insurance assets. In this interview, Todd discussed how Allianz Life has grown their private book in the last decade; the benefits of having a strategic venture and innovation team; and why he believes that complexity is the most rewarding thing about insurance investing.
Why The Rockefeller University Favors Active Management, Diversification | Thomas Lenehan, Deputy Chief Investment Officer | Q&A
2020-01-16T22:51:50.087766-05:00https://www.thetrustedinsight.com/investment-news/the-rockefeller-university-thomas-lenehan-deputy-chief-investment-officer-qa-20200116413/
Thomas Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps manage the University’s $2.3 billion endowment. In this interview, he discussed how he and CIO Amy Falls built the investment office from scratch; how they are steadily increasing allocation to venture; and his perspective on transitioning from a general partner role to the limited partner side.
New Mexico Educational Retirement Board Focusing On Diversifying Assets | Bob Jacksha, Chief Investment Officer | Q&A
2019-12-30T10:47:24.442841-05:00https://www.thetrustedinsight.com/investment-news/new-mexico-educational-retirement-board-focusing-d-20191230669/
Bob Jacksha has been chief investment officer for the New Mexico Educational Retirement Board since 2007. In this interview, he tells us about New Mexico ERB's investment division and strategic asset allocation strategy; how they are building a more diversified portfolio that could compound well; and how they intend to play the upside during a market downturn.
State Of Wisconsin Investment Board Looking To Implement 'Robotic Process Automation' | David Villa, Executive Director & CIO | Q&A
2019-12-02T21:07:43.392644-05:00https://www.thetrustedinsight.com/investment-news/state-wisconsin-investment-board-looking-implement-20191202769/
David Villa is the executive director and chief investment officer at the State of Wisconsin Investment Board. In this interview, he discusses SWIB's strong governance structure and why it's run like an institutional asset management firm; why he is very cautious about investing in China and India; and how SWIB plans on reinvigorating the investment office through the use of technology.
Indiana University Health (& Peers) Looking At How To Monetize 'Unique IP' | Josh Rabuck, Executive Director & CIO | Q&A
2019-11-06T18:06:37.705814-05:00https://www.thetrustedinsight.com/investment-news/indiana-university-health-peers-looking-how-moneti-20191106920/
Josh Rabuck is the executive director and chief investment officer at Indiana University Health. In this interview, he discusses how his background in pension management influences his role in leading a health care investment office, why industry peers are setting up in-house VC programs to fund the latest research and development, and why their risk capacity has gone up as the market cycle has prolonged.
Ascension Investment Management Looking To Increase Venture Exposure, Focus On Disruption | David Erickson, Chief Investment Officer | Q&A
2019-10-10T18:56:54.099279-04:00https://www.thetrustedinsight.com/investment-news/ascension-investment-management-looking-increase-v-20191010284/
David Erickson is the chief investment officer at Ascension Investment Management, where he is responsible for the administration, management, and coordination of investments and operations. In this interview, he discusses why the organization is leaning more towards a generalist structure; why they want to increase venture exposure and focus on disruption; and encouraging diversity by onboarding international students and women as leadership staff.
Scott Wilson Discusses Washington University’s Long-Term Performance Challenges (& Opportunities) | Chief Investment Officer | Q&A
2019-09-19T19:47:22.764739-04:00https://www.thetrustedinsight.com/investment-news/scott-wilson-discusses-washington-universitys-long-20190919480/
Scott Wilson is the chief investment officer at Washington University Investment Management Company. Previously, he served as CIO at Grinnell College where he managed the investment strategy for the $2 billion endowment. In this interview, he discusses the significant changes in WashU's investment team and strategy; their decade long approach in getting more exposure to private equity and venture capital; and why they're investing in places where capital is scarce.
Oklahoma State University Foundation's Evolution To An In-House Investment Office | Ryan Tidwell, Chief Investment Officer | Q&A
2019-09-05T11:38:16.436981-04:00https://www.thetrustedinsight.com/investment-news/oklahoma-state-university-foundations-evolution-ho-20190905202/
Ryan Tidwell is the chief investment officer at the Oklahoma State University Foundation (OSUF), where he leads and empowers a team of eight. In this interview, he discusses the transition from a consultant-driven process to a fully resourced in-house investment office, how they achieved a top quartile track record over the last 3-5 years, and why other small institutions should focus on building out their investment office.
5 Qs With New York City Retirement System's José Guzmán | Private Equity Investment Officer | Q&A
2019-08-22T17:45:49.344152-04:00https://www.thetrustedinsight.com/investment-news/5-qs-new-york-city-retirement-systems-jose-guzman--20190822179/
Jose Guzman is a private equity investment officer at the New York City Retirement System, which has $190 billion of assets under management. In this interview, he discusses the top investing trends happening in private equity, his career transition from a PE firm to a large public pension, and his involvement with organizations like SEO, which helps minorities pursue careers within alternative investments.
KSU Foundation Focused On Improving The Economic Prosperity Of Their City Of Manhattan | Paul Chai, Director Of Investments | Q&A, Part 2
2019-08-12T19:48:59.130520-04:00https://www.thetrustedinsight.com/investment-news/ksu-foundation-focused-improving-economic-prosperi-20190812382/
Paul Chai is the director of investments at Kansas State University Foundation. In part two of his interview, he discusses why being a small/medium-sized institution can lead to idiosyncratic returns, the common challenges that endowment peers are facing, and KSU's 10-year plan to improve the economic prosperity of their city of Manhattan, Kansas.
From Engineer To Director Of Investments | Paul Chai, Kansas State University Foundation | Q&A, Part I
2019-07-31T22:01:22.467197-04:00https://www.thetrustedinsight.com/investment-news/engineer-director-investments-paul-chai-kansas-sta-20190731351/
Paul Chai is the director of investments at Kansas State University Foundation. In this interview, he discusses his role at the first land-grant college established; how his engineering background helps him deal with investment problems from a systematic and analytical lens; and how a tight-knit relationship with the Board of Trustees allows KSU to have a more robust allocation decision and execution process than their peers.
Robert Wood Johnson Foundation Is Building A 'Culture Of Health' While Generating Investment Returns | Brian O'Neil, Chief Investment Officer | Q&A
2019-07-08T17:26:18.007864-04:00https://www.thetrustedinsight.com/investment-news/robert-wood-johnson-foundation-building-culture-he-20190708846/
Brian O'Neil is the chief investment officer of the Robert Wood Johnson Foundation, the nation’s largest philanthropy dedicated solely to health. He has served the foundation since 2003 and is responsible for the $11 billion investment portfolio. In this interview, he discusses his journey at the organization and how the investment office has evolved under his leadership; the foundation's accomplishments in the public health area since 1972; and why they are a strong supporter of SEO, a program committed to building diverse and inclusive organizations.
William And Flora Hewlett Foundation Encouraging Diversity In The Institutional Investing Space | Ana Marshall, Vice President & Chief Investment Officer | Q&A
2019-06-06T09:18:53.159635-04:00https://www.thetrustedinsight.com/investment-news/william-and-flora-hewlett-foundation-encouraging-d-20190606397/
Ana Marshall is the vice president and chief investment officer at the William and Flora Hewlett Foundation, where she oversees a $10 billion endowment portfolio. In this interview, she discusses the very diverse investment team at the Hewlett Foundation; her 32 plus years of investment experience and how she gives back to the LP, GP community; and how the Foundation will continue to tackle equality initiatives.
Andrew W. Mellon Foundation On Balancing Quantitative Rigor, Qualitative Judgment | Monica Spencer, Senior Portfolio Manager | Q&A
2019-05-10T14:30:57.347551-04:00https://www.thetrustedinsight.com/investment-news/andrew-w-mellon-foundation-balancing-quantitative--20190510350/
Monica Spencer serves at the Andrew W. Mellon Foundation as a senior portfolio manager. In this interview, she discusses her role working closely with their new CIO; why she believes asset allocators may be more diverse than asset managers; and why balance quantitative rigor with a qualitative sense is an important balance at Mellon.
Denison University's Alts-Heavy Approach Continues To Be A Strength | David Barcus, Director Of Investments | Q&A
2019-04-30T23:12:57.635897-04:00https://www.thetrustedinsight.com/investment-news/denison-universitys-alts-heavy-approach-continues--20190430398/
David Barcus, director of investments, joined Denison University in 2011. In this interview, he discusses the very successful transition welcoming their CIO, why Denison continues to have a significant allocation to hedge fund strategies, and how they plan to build a small but impactful venture portfolio.
Arizona State Retirement System Using Tech To 'Slice-And-Dice' Investment Opportunities | Eric Glass, Senior Portfolio Manager | Q&A
2019-04-10T20:01:33.041425-04:00https://www.thetrustedinsight.com/investment-news/arizona-state-retirement-system-using-tech-slice-a-20190410687/
Eric Glass is a senior portfolio manager at the Arizona State Retirement System, where he oversees the private market portfolio. In this interview, he shares the reasons behind ASRS' success in the last decade, why they are less bureaucratic than their pension peers, and how the investment office is using cutting edge tools to analyze investment opportunities.
KU Endowment's Many Competitive Advantages | James Clarke, SVP Of Investments & Treasurer | Q&A
2019-03-29T00:35:05.330012-04:00https://www.thetrustedinsight.com/investment-news/ku-endowment-james-clarke-svp-of-investments-qa-20190329747/
James Clarke joined the KU Endowment in December 2015 where he leads investments on behalf of the oldest foundation for a public university in the United States. In this interview, he discusses what makes KU Endowment an incredible long-term and stable partner with its 128-year history; the wealth of experience he absorbed at the Kauffman Foundation; and the idiosyncratic opportunities that the KU investment office is eyeing.
Inside West Virginia Investment Management Board's 'Disciplined' Investment Office | James Herrington, PE Investment Officer | Q&A
2019-03-11T22:22:54.292703-04:00https://www.thetrustedinsight.com/investment-news/west-virginia-investment-management-boards-discipl-20190311783/
James Herrington is a private and public equity investment officer at the West Virginia Investment Management Board (WVIMB), which he joined in 2008. In this interview, he discusses juggling both his roles at WVIMB and at his advisory firm; the WVIMB's very disciplined investment approach; and how they've been tackling the underfunded problem.
Inside Pennsylvania PSERS’ Successful Private Markets Program | Darren Foreman, Senior Portfolio Manager | Q&A
2019-02-19T18:04:44.378484-05:00https://www.thetrustedinsight.com/investment-news/inside-pennsylvania-psers-successful-private-marke-20190219584/
Darren Foreman is the senior portfolio manager of private markets and co-investments at the Pennsylvania Public School Employees' Retirement System (PSERS). In this interview, he discusses PSERS' successful in-house private equity co-investment program, why he has a preference for GPs with exposure to multiple countries in their investment strategy, and the benefits of having a tenured private markets team
Pensions Focusing On A 'More Direct Method Of Investing' | City Of San José | Brian Starr, Head Of Private Markets | Q&A
2019-01-30T17:55:08.979848-05:00https://www.thetrustedinsight.com/investment-news/pensions-focus-more-direct-method-investing-city-s-20190130478/
Brian Starr joined the City of San José Retirement Services in June 2014. He serves as head of private markets after several years managing global fixed income and private debt. In this interview, he discusses the cost-effectiveness of managing direct investment programs, the competitive advantages that the City of San José is finding in venture and why he believes the LP community should stick together.
LACERA Continues 'Steadfast' Approach To VC | Elin Szymanowski, PE Investment Officer | Q&A
2019-01-15T20:06:01.908979-05:00https://www.thetrustedinsight.com/investment-news/lacera-continues-steadfast-approach-vc-elin-szyman-20190115654/
Elin Szymanowski is a private equity investment officer at the Los Angeles County Employees Retirement Association (LACERA), which manages the $55 billion retirement fund for the County of Los Angeles and outside Districts. In this interview, she discusses how LACERA's dynamic work environment attracts and retains top investment talent; why she’s keeping a close eye on the infrastructure and healthcare sectors; and how she contributes to the industry’s efforts in improving diversity.
Florida SBA’s Governance Structure 'Is Really Motivating,' Says Wes Bradle, Senior Portfolio Manager | Q&A
2018-12-06T18:00:50.654034-05:00https://www.thetrustedinsight.com/investment-news/florida-state-board-administrations-governance-str-20181206619/
Wes Bradle is a senior portfolio manager in private equity at the Florida State Board of Administration (FSBA), where he currently monitors 18 private equity firms and 36 funds that represent more than $4 billion in committed capital. In this interview, he discusses his greatest lessons learned at CalPERS and how he’s leveraged that at Florida SBA; why healthy governance doesn’t always mean more governance; and his hopes for a more balanced tone towards public pensions in the near future.
Teacher Retirement System of Texas On Being 'A Top-Performing Institutional Investor' | Will Carpenter, Senior Portfolio Manager | Q&A
2018-11-21T11:38:01.300146-05:00https://www.thetrustedinsight.com/investment-news/teacher-retirement-system-texas-being-top-performi-20181121600/
Will Carpenter is a senior portfolio manager for private equity principal investments with the Teacher Retirement System of Texas, where he leads deal teams in investment due diligence, valuation and ongoing portfolio management for private equity co-investments. In this interview, he discusses his experience moving back to Texas to serve that constituency after spending years in New York City, the positive impact that veteran investor Britt Harris had on TRS and the organization's next steps in being a top-performing institutional investor.
The Family Office Bullish On Asia, Its 'Wave Of Investment Opportunities' | Sasha Bernier, SVP, Cheltenham Investments | Q&A
2018-11-13T21:52:46.052393-05:00https://www.thetrustedinsight.com/investment-news/family-office-bullish-asia-its-wave-investment-opp-20181113979/
Sasha Bernier is the senior vice president and investment committee member of Cheltenham Investments, a single-family office seeking to invest opportunistically in real estate. In this interview, he discusses why he thinks blockchain will have a major impact on real estate investing; why he encourages investors to study Asia and its tidal wave of investment opportunities; and how his academic background in law informs his approach to the markets.
W.K. Kellogg Foundation Using Machine Learning To Generate Real Alpha | Joel Wittenberg, VP & CIO | Q&A
2018-10-24T00:05:13.292791-04:00https://www.thetrustedinsight.com/investment-news/wk-kellogg-foundation-using-machine-learning-gener-20181024123/
Joel Wittenberg is the vice president and chief investment officer at the W.K. Kellogg Foundation, where he has served since 2009. In this interview, he tells us about the Foundation's project that focuses on funding emerging minority-led firms; why they're implementing machine learning technology in their investment office; and how the investment team’s 9-year history and diversity are key drivers to their success.
Wellesley College To Continue Evolving VC Program | Sarah Samuels, Managing Director | Q&A
2018-10-11T20:08:29.715077-04:00https://www.thetrustedinsight.com/investment-news/wellesley-college-continue-evolving-vc-program-sar-20181011110/
Sarah Samuels has been a managing director at Wellesley College since September 2017. In this interview, she discusses her role as a founder of the Boston chapter of the Private Equity Women Investment Network (PEWIN); how Wellesley's smaller pool of assets, relative to her previous role in a public pension, opens a universe of investment opportunities with niche strategies; and why Wellesley plans to continue evolving their venture capital program.
Market Valuation Is 'The Main Element Of Uncertainty' | Oklahoma State University Foundation, Brian Graeme | Q&A
2018-10-04T18:07:59.955407-04:00https://www.thetrustedinsight.com/investment-news/market-valuation-main-element-uncertainty-oklahoma-20181004293/
Brian Graeme is a senior investment associate of private strategies at the Oklahoma State University Foundation. In this interview, Graeme discusses how his past experience investing billions in the technology sector helps him better understand a manager's perspective, why the amount of dry powder in private equity is concerning and what he believes are the key drivers to the Foundation's success.
The Pittsburgh Foundation's Strategy To Achieving 'Idiosyncratic Returns' | Jonathan Brelsford, SVP Of Finance And Investments | Q&A
2018-09-18T17:15:42.534087-04:00https://www.thetrustedinsight.com/investment-news/pittsburgh-foundations-strategy-achieving-idiosync-20180918854/
Jonathan Brelsford is the senior vice president of finance and investments at The Pittsburgh Foundation, where he is responsible for the financial stewardship of donated assets, as well as the Foundation’s accounting and investments. In this interview, he shares more about his role at one of the oldest community foundations in the country; his strategy to achieving more idiosyncratic returns; and the qualities and characteristics that he seeks in a manager.
The James Irvine Foundation’s Size ‘Provides A Set Of Competitive Advantages’ | CIO, Treasurer Tim Recker | Q&A
2018-09-04T17:14:42.881070-04:00https://www.thetrustedinsight.com/investment-news/james-irvine-foundations-size-provides-set-competi-20180904479/
Tim Recker is the chief investment officer and treasurer at The James Irvine Foundation, where he manages the foundation’s $2.3 billion endowment. In this interview, he discusses the Foundation's set of competitive advantages that allow them to generate attractive returns over the long term; why the Foundation's allocation to venture capital is overweight relative to its peers; and his take on artificial intelligence and investing in businesses that properly harness AI.
Mary McLean Says Farewell To The Kauffman Foundation | Chief Investment Officer | Q&A
2018-08-22T01:32:21.099905-04:00https://www.thetrustedinsight.com/investment-news/mary-mclean-says-farewell-kauffman-foundation-chie-20180822402/
Mary McLean is the chief investment officer at the Ewing Marion Kauffman Foundation, where she oversees the Foundation's globally diversified $2.4 billion portfolio. In this interview, she discusses the Foundation's next steps in venture capital; why she’s eager to learn more about machine learning and the challenges associated with its application in the investment office; and her final thoughts as chief investment officer at the Kauffman Foundation.
Nationwide Exploring 'New Ventures To Compete In The Future' | Christopher Graham, Chief Investment Officer | Q&A
2018-08-14T17:40:09.902269-04:00https://www.thetrustedinsight.com/investment-news/nationwide-insurance-exploring-new-ventures-compet-20180814892/
Christopher Graham is the chief investment officer at Nationwide Insurance, where he oversees the $67 billion mutual fund complex. In this interview, he discusses why his goal is to get the best institutional asset managers interested in the '40 Act space; why insurance firms should be thought of early on when deploying assets; and how Nationwide is exploring venture capital and technology investments through its new platform.
The Hayman Family Office On Its 'Third Area Of Wealth Creation,' Real Estate | DJ Van Keuren, Vice President | Q&A
2018-08-07T14:56:21.825570-04:00https://www.thetrustedinsight.com/investment-news/hayman-family-office-third-area-wealth-creation-re-20180807240/
DJ Van Keuren is currently a vice president for the Hayman Family Office, the family who founded Giorgio Perfume. He is responsible for the family office capital and real estate activities which support Hayman Properties. In this interview, he discusses how he fell into the family office space and why he'll never leave it; the potential impact of machine learning and other technology on the real estate industry; and why he founded a platform focused on real estate education for single family offices.
Aflac's Global CIO Talks Asset Allocation Strategy, More | Q&A With Eric Kirsch, Part 2
2018-07-31T20:55:38.792733-04:00https://www.thetrustedinsight.com/investment-news/aflacs-cio-talks-asset-allocation-strategy-more-q--20180731695/
Eric Kirsch is the executive vice president and global chief investment officer at Aflac, where he oversees the $100 billion-plus investment portfolio and investment teams based in New York and Tokyo. In part two of this interview, he discusses what it's like leading Aflac’s Global Investments team through very challenging periods, Aflac's asset allocation strategy and the three main trends that he foresees in the investment environment.
Positive Outlook On U.S., Japanese Credit Market Despite Headwinds | Aflac, Global CIO Eric Kirsch | Q&A, Part 1
2018-07-19T16:13:24.007946-04:00https://www.thetrustedinsight.com/investment-news/positive-outlook-japans-credit-market-despite-head-20180719474/
Eric Kirsch is the executive vice president and global chief investment officer at Aflac, where he oversees the $100 billion-plus investment portfolio and investment teams based in New York and Tokyo. In part one of this interview, he discusses the nuances of leading the investment office at an insurance firm and an endowment; prepping for a turn in the U.S. credit cycle; how the new tax code positively impacts Aflac; and dealing with the fiscal and monetary headwinds in Japan.
'Private Equity To Deliver The Highest Returns Of Any Asset Class' | State Of Wisconsin Investment Board, Chris Eckerman | Q&A
2018-07-11T16:52:15.550514-04:00https://www.thetrustedinsight.com/investment-news/private-equity-deliver-highest-returns-any-asset-c-20180711766/
Chris Eckerman is a senior investment officer of private equity direct investments at State of Wisconsin Investment Board with a total of $117 billion in assets, including the Wisconsin Retirement System, which is the ninth largest U.S. public pension fund. In this interview, he discusses his transition from a venture capital firm to a public pension, how machine learning will aid their decision-making process and why he believes that private equity will deliver the highest returns of any asset class.
Index Investors Will Not Benefit From Today’s Disruptors | Sam Hassan, Managing Director, Capital Wealth Advisors | Q&A
2018-07-05T01:49:50.263132-04:00https://www.thetrustedinsight.com/investment-news/index-investors-will-not-benefit-todays-disruptors-20180705392/
Sam Hassan is the managing director at Capital Wealth Advisors, an independent financial advisory firm serving families and entrepreneurs through wealth advisory, estate planning and family office. In this interview, he discusses the key differences between working at sovereign wealth funds versus a wealth management firm; his article covering missed opportunities in the private market (Index Investors Beware of the Sucker Punch); and cutting through the noise in hot sectors and being extremely selective with those investments.
Chicago Teachers' Pension Fund Identifies Good (& Bad) Trends In Today’s PE, VC Market | Andrew Kelsen, Portfolio Manager | Q&A
2018-06-20T17:18:48.247349-04:00https://www.thetrustedinsight.com/investment-news/chicago-teachers-pension-fund-identifies-good-bad--20180620240/
Andrew Kelsen has served as portfolio manager of alternative investments at Public School Teachers' Pension & Retirement Fund of Chicago since 2014. He has over 30 years of broad investment and global capital markets experience and has held senior roles throughout his investment career. In this interview, he discusses the qualitative and quantitive metrics that CTPF looks for in managers; the many good trends in today's PE, VC market; and why he's interested in inefficient spaces like forestry, agribusiness and mining, among other areas.
Texas Municipal Retirement System Is Betting On Smaller, Emerging Managers | Christopher Schelling, Director Of PE | Q&A
2018-06-11T20:35:58.931864-04:00https://www.thetrustedinsight.com/investment-news/texas-municipal-retirement-system-betting-smaller--20180611446/
Christopher Schelling is the director of private equity at the Texas Municipal Retirement System, where he designed the IPS for private equity, hired consultants and staff, sourced over 500 general partners and committed $1.4 billion across 30 limited partnerships. In this interview, Schelling discusses how smaller, emerging managers helped TMRS beat their return benchmark, why machine learning might not be as effective for TMRS' decision-making process; and why public pensions need to change and innovate to be successful.
Missouri LAGERS' Process-Driven Approach Is Key For Outperformance | CIO Brian Collett | Q&A
2018-06-05T15:00:49.495320-04:00https://www.thetrustedinsight.com/investment-news/lagers-process-driven-approach-markets-cio-brian-c-20180605804/
Brian Collett is the chief investment officer of Missouri Local Government Employees Retirement System. In this interview, he discusses the importance of transparency within the investment office; his technical background and how it helps his role; why MOLAGERS seeks more exposure to real assets rather than venture capital; and why aspiring CIOs should become experts across all areas.
ERS Of Texas Aims To Be 'Opportunistic, Timely And Tactical' | CIO Tom Tull | Q&A
2018-05-21T14:09:07.815028-04:00https://www.thetrustedinsight.com/investment-news/tom-tull-cio-employees-retirement-system-of-texas-qa-20180521416/
Tom Tull is the chief investment officer at the Employees Retirement System of Texas, a $28 billion defined benefit pension fund. In this interview, he discusses what attracted him to pension investing as early as the '70s, the emerging markets that TRS wants to be more actively involved in and how his experience as a U.S. Army veteran translates to his role as an asset allocator.
Why This $42B Pension Allocates 20% To 'Safe Assets' | CIO Craig Husting | Q&A
2018-05-15T16:43:22.260212-04:00https://www.thetrustedinsight.com/investment-news/why-42b-pension-allocates-20-safe-assets-cio-craig-20180515024/
Craig Husting is the chief investment officer at the Public School and Education Employee Retirement Systems of Missouri, where he oversees the Systems' $42 billion investment portfolio. In this interview, he discusses the pension Systems' bucket approach and why 20 percent is allocated to safe assets; using back-office technology to remain as an innovative investment office; and how he's addressing the notable challenges in the public pension industry.
Zoma Capital's All-In Approach To Impact Investing | CIO Melissa Cheong | Exclusive Q&A
2018-05-10T15:59:39.816841-04:00https://www.thetrustedinsight.com/investment-news/zoma-capitals-all-approach-impact-investing-cio-me-20180510556/
Melissa Cheong is the chief investment officer at Zoma Capital, the private family office of Ben and Lucy Ana Walton. In this interview, she discusses the Walton family's committed approach to impact investing; how Zoma is addressing many environmental and social challenges on a global scale; and why family offices are uniquely positioned to provide flexible long-term capital.
'No Sign Of An Economic Downturn' On The Horizon | CIO Robert Maynard, PERSI Of Idaho | Exclusive Q&A
2018-05-04T14:11:51.921954-04:00https://www.thetrustedinsight.com/investment-news/no-sign-economic-downturn-horizon-cio-robert-mayna-20180504643/
Robert Maynard is the chief investment officer at the Public Employee Retirement System of Idaho (PERSI), a pension with $18 billion in assets under management. In this interview, Maynard shares how the PERSI portfolio weathered several crises since the late 90's; why changing investment policies is similar to washing your car; what caused the “scariest day on Wall Street” on February 5th and how it wasn’t scary after all.
An Unconstrained Investment Process Allows 'Opportunity For Higher Alpha' | CIO Clark Cheng, Merrimac Corp. | Exclusive Q&A
2018-04-25T16:28:39.733628-04:00https://www.thetrustedinsight.com/investment-news/unconstrained-investment-process-allows-opportunit-20180425191/
Clark Cheng is the chief investment officer at Merrimac Corp., a private investment firm based in Stamford, Connecticut primarily investing in hedge funds. In this interview, he talks about how family offices can be efficient and dynamic compared to other large institutions; his approach for evaluating and selecting great managers; and how an unconstrained investment process gives family offices the opportunity to generate higher alpha.
UTIMCO’s Strategy For 'Being Among The Best Endowments' | Britt Harris, CEO & CIO | Exclusive Q&A
2018-04-20T17:34:11.011175-04:00https://www.thetrustedinsight.com/investment-news/utimcos-strategy-being-among-best-endowments-britt-20180420918/
Britt Harris is the president, chief executive officer and chief investment officer at The University of Texas/Texas A&M Investment Management Company (UTIMCO). In this interview, he discusses the endowment's in-depth strategy in remaining as one of the best in the U.S.; his goal in molding 500 plus investment leaders (called Titans); and how human judgment and machine learning are complementary
to each other in the investment process.
Amherst College Is Focusing On 'High-Conviction, Active Managers' | CIO Mauricia Geissler, Exclusive Q&A
2018-04-17T12:04:24.695157-04:00https://www.thetrustedinsight.com/investment-news/amherst-focusing-high-conviction-active-managers-c-20180417900/
Mauricia Geissler is the chief investment officer at Amherst College, where she oversees all aspects of the endowment assets of the college and the Folger Shakespeare Memorial Library in Washington, DC. In this interview, she discusses adjusting the portfolio to a broader asset allocation structure and model; why she prefers working with high-conviction, active managers; and why she would not let a 'robo-advisor' manage her personal investments, let alone the assets for Amherst College.
Washington State’s Early-Mover Advantages In Private Equity, Real Estate | CIO Gary Bruebaker | Exclusive Q&A, Part 2
2018-04-10T16:30:16.371486-04:00https://www.thetrustedinsight.com/investment-news/washington-states-early-mover-advantages-private-e-20180410607/
Gary Bruebaker is the chief investment officer of the Washington State Investment Board, where he manages over $128 billion, invested on six continents, within 76 countries and 49 currencies. In part two of this interview, he discusses the advantages of early real estate and private equity investing in the '80s; the pension fund's 'Innovation Portfolio,' which is used to test out opportunities around machine learning and AI; and how he helped Washington State's assets grow 2.4 times since joining in 2001.
The 'Three Gs' To Building An Innovative Team | CIO Gary Bruebaker, Washington State Investment Board | Exclusive Q&A, Part 1
2018-04-04T12:07:40.156279-04:00https://www.thetrustedinsight.com/investment-news/three-gs-building-innovative-team-cio-gary-bruebak-20180404015/
Gary Bruebaker is the chief investment officer of the Washington State Investment Board, where he manages over $128 billion, invested on six continents, within 76 countries and 49 currencies. In part one of this interview, he discusses why annual planning is the center of Washington's asset management, the three Gs in his strategy to attracting and retaining investment talent; and the importance of reinforcing conviction during times of financial crisis.
Hartford HealthCare (& Its Peers) 'Striving For Excellence:' David Holmgren, Chief Investment Officer | Exclusive Q&A
2018-03-21T14:36:56.981838-04:00https://www.thetrustedinsight.com/investment-news/hartford-healthcare-its-peers-striving-excellence--20180321294/
David Holmgren is chief investment officer at Hartford HealthCare, where he's managed the not-for-profit investment portfolio since 2010. He has more than 27 years of investment experience in the U.S., Europe and the Middle East covering traditional and alternative asset management. In this interview, he discusses why he's an advocate of an active global approach; his thoughts on the ever-evolving health care and endowment space; and why Hartford HealthCare and its peers are striving to be the best-in-class.