Smithsonian's Investment Office Was 'A Startup Inside A 160-Year-Old Organization,' Says CIO Amy Chen | Q&A
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
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.
How MassMutual Plays the Long-Term Investing Game | Phillip Titolo, Head of Direct Private Investments | Q&A
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
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
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
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
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
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
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
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.