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.
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
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
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
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
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.