The Pittsburgh Foundation's Strategy To Achieving 'Idiosyncratic Returns' | Jonathan Brelsford, SVP Of Finance And Investments | Q&A
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
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 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
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
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.
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
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
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
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
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.