Indiana University Health (& Peers) Looking At How To Monetize 'Unique IP' | Josh Rabuck, Executive Director & CIO | Q&A
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
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
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
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.
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
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
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
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
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
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.