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2016

Top 30 Altruistic Investors Serving Public Good

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Many institutional investors serve the public good by prudently managing their firm’s capital for any number of noble causes – helping the needy, educating the masses, supporting retirees. But there’s also an exceptional group of people who volunteer their time outside the investment office to foster change at the community, national and global levels. Presenting the Top 30 Altruistic Investors Serving Public Good. Gain insights from top institutional investors at Trusted Insight Alpha Conference 2017.

Jaime Aguirre

Investment Director, Private Equity

Rice Management Company

Jaime Aguirre is the investment director of private equity at Rice Management Company. He currently serves on the board of Accelerate Learning, Austin Children's Museum, Burrell College of Medicine at New Mexico State University, Emerus Hospital Partners, Iora Health, and OrderWithMe. Previously, Jaime was a principal at Austin Ventures and a vice president in the technology, media and telecom investment banking group at Goldman Sachs. Jaime received his M.B.A. from Harvard Business School and has a B.B.A. and Masters in Accounting from the University of Texas at Austin.

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Alan Arnold

Investment Director, Real Estate

Rice Management Company

Alan Arnold is the investment director at Rice Management Company, leading the endowment's real estateinvestments. He also sits on the board of directors of Covenant House Texas and Urban Land Institute Houston. Previously he was a senior vice president at Lionstone Investments, also specializing in real estate. Arnold received an MBA from the University of Pennsylvania - The Wharton School of Business and a B.A. in political science from the University of North Carolina at Chapel Hill.

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John-Austin Saviano is the founding president & chief investment officer of the Berkeley Endowment Management Company. He currently serves on the Investment Committee for the San Francisco Foundation. Prior to BEMCO, Saviano was a senior consultant at Cambridge Associates and served on the investment team that oversaw the $5.6 billion endowment at the Gordon and Betty Moore Foundation. Saviano earned a B.A. in Economics from the University of California, San Diego and an MBA from Duke University. He has earned the Chartered Financial Analyst designation.

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Robert J. Manilla is the chief investment officer of Kresge Foundation. He also serves on the board of directors of Sustainable Insight Capital Management and the McGowan Charitable Fund, and is an investment committee member of Boeing Corp., Trinity Health, the Detroit Institute of Arts and the Detroit Riverfront Conservancy. He is also a member of the board of advisors for Oakland University Business School. Prior to joining Kresge, Rob spent 20 years at Chrysler Corp. Rob is an alumnus of Oakland University in Rochester, Mich., and the University of Detroit-Mercy.

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George Mateyo

Senior Director of Investments

Cleveland Clinic

George Mateyo is a senior director of investments at the Cleveland Clinic. Previously, Mateyo was a senior consultant and managing director at Hartland & Co. Mateyo holds a BA in political sciences and economics from Wittenberg University and an MBA in Finance from Case Western Reserve University.

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Scott Soffen

Senior Investment Officer

Atapco

Scott Soffen is the senior investment officer at the American Trading and Production Corporation (Atapco). He manages the corporation's all non-real-estate investments. Soffen is a board member of the Center for Urban Families and serves as the director of Calvert Education. Previously was the director at Calvert Education. He was also an adjunct finance professor at the University of Baltimore. Before that, he had worked at Legg Mason and Lehman Brothers. Soffen received an MBA from New York University and a bachelor's degree in economics from Rutgers University.

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Anne Martin is the chief investment officer at Wesleyan University. Alongside this, Anne was a board member and board chair of the Packard Center for ALS Research at John Hopkins, an innovative non-profit dedicated to finding therapies for amyotrophic lateral sclerosis. She has also served as director and Co-Chair of the National Rowing Foundation, and serves on the investment committee for Smith College, her alma mater. She previously was a director at the Yale Investment Office where she focused on natural resources and private equity, and a general partner of private equity firm Rosewood Capital. She is a graduate of Smith College and has an M.B.A. from Stanford Business School.

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Kevin Scelfo

Director of Private Equity and Real Estate Investments

New York Presbyterian

Kevin Scelfo is director of private equity and real estate for New York Persbyerian Hospitals. Scelfo volunteers as a wish granter for Make-A-Wish America and as a junior board member of Puppies Behind Bars. Previously, Scelfo was senior associate in private equity at Macquarie Group and investment banking analyst at HSBC. Scelfo holds a M.S. in Finance from INSEAD and a B.S. in Finance from Cornell University.

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Joel Albarella is a senior managing director at New York Life Insurance Company. He founded the New York Life Ventures within the organization in 2012, a venture fund targeting at technolgy companies. Albarella is a board member of the Eagle Academy Foundation. Previously, Albarella has taken roles including chief of staff, director of strategy and M&A, and vice president of institutional sales and finance within the same organization. Albarella received an MBA from Columbia University and a bachelor's degree in economics from Rutgers University.

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Elaine Orr is the director, investments at Silicon Valley Community Foundation. Elaine Orr supports the investment committee and Board in the stewardship of SVCF’s charitable capital. She partners with donors, nonprofits and their investment advisors in framing investment policies and implementing asset allocation to manage risk, return, as well as social impact. She leads the management and oversight of the individually managed fund program. Previously, she spent 15 years in portfolio strategy and client relationship roles at BlackRock. She is a Chartered Financial Analyst, and has a B.Comm in Finance from The University of British Columbia. She is a board member of Pangea Legal Services which supports immigrants particularly in the area of deportation defense.

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Erik Christoffersen is the managing director of Presidio Group. He is a board member of Summer Search, Uformia, and Technology for America, as well as a former chairman of the baord of the Scandinavian School of San Francisco. Alongside this, he makes angel investments through his company, the Cotton Mountain Group, in technology start-ups (currently has a portfolio of 7 companies) and real estate. He has a B.A. from the University of Virginia and an M.B.A. from Harvard Business School.

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Collette Chilton is the chief investment officer for the Williams College Endowment. She is also a member on the investment committee of the Edna McConnell Clark Foundation. Before being named chief investment officer of Williams College, she served as president and CIO of Lucent Asset Management Corporation, where she was responsible for funds totaling more than $40 billion. Chilton holds a B.S. from the University of California Berkely and an MBA from The Tuck School of Business at Dartmouth University.

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Kathleen Browne is the managing director at Wellesley College since 2009. She is a member of the investment committee at Boston Arts Academy. Previously she was the director of alternative investment at Alcatel-Lucent Investment Management Corp for eight years. Browne received an MBA from Massachusetts Institute of Technology - Sloan School of Management, a J.D. from Boston College Law School and a B.S. in electrical engineering from Union College.

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Nicholas Warren is the chief investment officer at Brandeis University. Warren is a board member at the Nellie Mae Education Foundation. Warren was previously a managing director at Cambridge Associates and investment analyst at Northwestern University's Investment Office. Nicholas received a B.A. in Anthropology from Northwestern University and an MBA from the University of Chicago in 2003. He is a chartered financial analyst.

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John Jenks is chief investment officer and treasurer at The James Irvine Foundation. Jenks serves as Treasurer of On Lok, a nonprofit providing services to seniors in the Bay Area. Previously, Jenks was chief investment officer for the state of Alaska. Jenks holds a B.A. in finance and an M.S. in Accounting from Washington State University, and he is a chartered financial analyst.

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Allison Thacker is the chief investment officer at Rice Management Company. She was a founding board member of KIPP Heartwood Academy, a college preparatory charter school serving East San Jose, California, is currently a member of the KIPP Houston Advisory Board, a member of the Houston Ballet Board of Trustees, a board member for Black Stone Minerals, and Chairman of the Board of Accelerate Learning. Prior to joining Rice University, Allison spent 11 years with RS Investments, a San Francisco-based investment firm specializing in public equities. Allison is a graduate of Harvard Business School where she received an MBA She has a B.A. in economics with honors from Rice University.

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Robert Feinstein is the acting managing director of public and private markets at the South Carolina Retirement System Investment Commission. Prior to this, he held positions as the chief legal officer and COO. Alongside this role, he is a trustee on the investment committee of the Samual Ready Scholarships and a director for the Columbia Jewish Federation. He has a J.D. from Yale Law School, and M.A. in European history from John Hopkins University and a B.A. in history and sociology from Columbia University, New York.

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Daniel Lee is the manager of liquid markets at UAW Retiree Benefits Trust, overseeing the Trust's investments in global credit and equity. Lee is also a board member of Ann Arbor Housing Commission. Previously he was the vice president at the Michigan-based Loomis, Sayles & Company. Lee had also worked at the Morgan Stanley, Union Capital Corporation and Credit Suisse. Lee is a CFA Charterholder. He received an MBA from Columbia University and a bachelor's degree in economics from the University of Michigan.

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Addison Dana is vice president and chief investment officer at the Nature Conservancy. Dana serves on the advisory council of the World Resources Institute. Prior to the Nature Conservancy, Dana servved as portfolio strategist at The Salvation Army, equity researcher at Bear, Stearns & Co. and in managed accounts at INVESCO. Dana holds a B.A. in economics from Furman University and an MBA from Emory University.

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Stefan Strein

Chief Investment Officer

Cleveland Clinic

Stefan Strein is the chief investment officer of Cleveland Clinic. She is also a member on the investment committee of the Planned Parenthood Federation of America. Strein has 22 years of experience in leading investments both as a GP and a LP in a variety of sectors, from hedge funds to venture capital. Previously he was the CIO of Annie E. Casey Foundation and a managing director at a venture capital firm called NextGen Capital. Strein has a master's degree in finance and international business from the Johns Hopkins University and a B.A. in liberal arts from Washington College.

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Jonathan Hook is the chief investment officer at the Harry and Jeanette Weinberg Foundation, which has $2.13B in assets under management. Hook is on the board of directors at Research Corporation for Science Advancement. Previously, Hook was chief investment officer at Ohio State University and Baylor University. Hook holds a B.S. in Economics and Sociology from Williamette University and an MBA from Baylor University.

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Greg Dowell

Director of Investments

Lamar University

Greg Dowell is director of investments at Lamar University. Prior to this, he held a number of roles at the Meadows Foundation, including vice president and chief investment officer. He has a B.A. in Finance from Texas A&M University and an M.B.A. from the University of Texas at Dallas, as well as an M.S. in Systems Management from the University of Southern California. He is also a chartered financial analyst.

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Shirley Hay is the vice president of investments at Trinity Health. She is also a member of the board of directors of Alternatives for Girls. Previously she was the director of alternative investments at the same organization. Before that, Hay was the director of treasury at the Federal-Mogul Corporation. Hay received an MBA from the University of Detroit Mercy and a BBA from the University of Michigan.

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Judy Swain is treasurer at MultiCare Health System. Swain sit on the board of directors at Goodwill of Rainier and Olympics and on the finance committee at Seattle Christian School. Previously, Swain served as treasury manager at Coldwell Banker Bain Associates, as director treasury and investor relations at Briazz, Inc and as manager of retirement investment at PACCAR. Swain is a certified treasury professional.

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Bradley Bond

Vice President of Treasury, Chief Investment Officer

University Hospitals of Cleveland

Bradley Bond is the vice president of treasury and chief investment officer at University Hospitals. Alongside this, he is finance committee chair for the Hunger Network of Greater Cleveland. Prior to this, he was acting treasurer and assistant treasurer at the Cleveland Clinic. He has an M.B.A. in Finance from Weatherhead School of Management at Case Western Reserve University and a B.S. in Accounting and Finance from the Ohio State University Fisher College of Business.

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Carlos Veintemillas

Deputy CIO, Director of Fixed Income

Texas Education Agency

Carlos Veintemillas is deputy chief investment officer at Texas Education Agency since 1995. He also serves as the president of Sembradores de Austin, raising funds for scholarships. Veintemillas holds a B.S. in applied economics from the American University.

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Joseph Fazzino

Senior Manager - Pension Investments

United Technologies

Joseph Fazzino is the senior manager of private investments at United Technologies, which has $21.2 billion in assets under management. Fazzino serves on the board of directors at Stable Value Investment Association and Hartford Area Habitat for Humanity. Previously, Fazzino was an AVP of capital markets at Bank of America and an asset management analyst at JP Morgan. Fazzino holds a B.S. in Finance and Economics from Bryan University and an MBA from Fordham Gabelli School of Business.

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Stephen Chang

Chief Investment Officer

LBCW Holdings

Stephen Chang is the managing director, chief investment officer at LBCW. He also currently serves on the boards of New Era Ltd., Elegantree Fund, Lafayette Homes, Akkadian Ventures, and Beijing Capital Group IV. Prior to this, he spent 13 years focused on M&A, special situations and structured solutions at Citigroup and Deutsche Bank/Bankers Trust. He has received an AB cum laude in Applied Mathematics from Harvard University and an MBA in Finance from the Wharton School at the University of Pennsylvania.

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Don Walker is the deputy chief investment officer of the Board of Pensions of the Presbyterian Church in Philadelphia. He oversees the investment portfolio's equity and fixed income assets totaling $6.7 billion, including $85 million internally managed TIPS portfolio. Walker is also an investment member of the American Friends Service Committee. Previously, Walker was the managing director of investments within the same organization. Before that, he was the fixed income portfolio strategist at Janney Montgomery Scott, a financial service firm based in Philadelphia. Walker received an MBA from the Villanova University School of Business and a bachelor's degree in history from Amherst College.

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