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2017

Top 30 Corporate Investment Office Rising Stars

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Corporate investment offices, particularly those managing corporate pension funds, play an essential role in ensuring the long-term financial wellness for their employees. In this issue, Trusted Insight selected 30 investment directors and portfolio managers who allocate capital for some of the world’s largest corporations.   We selected these investors based the funding status of their corporate pension plans and the overall investment return for the latest reported period (2015). We also looked at the investors’ experience in the industry – more experienced managers are more adaptable in various market conditions and are more likely to have a more consistent performing portfolio.   Gain insights from top institutional investors at Trusted Insight Alpha Conference 2017.

Paul Benjamin

Director of Pension Investments

Alcoa

Paul Benjamin is director of pension investments at Alcoa since January 2015. Previously, Benjamin was principal at PESB Advisors, vice president at Brookfield Asset Management, investment analyst at GM Asset Management and senior analyst at Northern Trust. Benjamin holds a B.A. in economics from the University of Colorado at Boulder and an MBA from Cornell University. He is a Chartered Financial Analyst.

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Paul Clink is an associate director of pension asset management at Ford Motor Company and has held various positions at Ford since 1999. Prior to that, Clink was a financial analyst at Atlantic Automotive Components and at Haworth. Clink holds a B.A. in economics and an MBA from the University of Michigan. Clink is a Chartered Alternative Investment Analyst.

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Lauren Titus is senior manager of public market investments at Alcatel-Lucent Investment Management Company. Titus began at the company in May 2007 as an analyst and was promoted to manager before assuming her current position in January 2014. She holds a B.S. in economics, finance and marketing from the University of Pennsylvania and a M.S. in finance from Babson College. She is a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.

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Since February 2016, Steve Healy has served as pension manager at Kimberly-Clark Corp., where he began as senior pension analyst in March 2010. Previously, Healy was a senior financial analyst at Hewlett-Packard, financial consultant at EDS Corporation and senior treasury specialist at EDS Corp. Healy holds a BBA in finance from the University of Texas at Arlington and an MBA from the University of North Texas.

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Jason Piepmeier is investment manager at NextEra Energy, Inc., where he invests across hedge funds, private equity, venture capital, private credit, equities and fixed income. Piepmeier began at at NextEra in January 2011 as a financial analyst and was promoted to principal financial analyst before assuming his current role in November 2015. Previously, he was also an investment analyst at Merrill Lynch. Piepmeier holds a B.S. in finance and Spanish from Florida State University and is a professor of finance and economics at Florida Atlantic University.

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Chris Coulter

Manager, Global Cash & Investments

Emerson Electric

Chris Coulter is manager of global cash and investments at Emerson, a publicly listed electric company. Coulter joined Emerson in November 2008 as a treasury analyst and was promoted to senior treasury analyst before assuming his current role in April 2015, where he manages a $2.5 billion offshore investment portfolio. Previously, Coulter held other treasury positions as Panera Bread and AMN Healthcare. Coulter holds a B.A. in commerce from Liverpool John Moores University in the United Kingdom and is a certified treasury professional.

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Joseph Fazzino

Senior Manager, Pension Investments

United Technologies

Joseph Fazzino is the senior manager of pension investments at United Technologies, which has $21.2 billlion in assets under management. Previously, Joseph was an AVP of capital markets at Bank of America and an asset management analyst at JPMorgan. Joseph holds a B.S. in finance and economics from Bryant University and an MBA from Fordham Gabelli School of Business.

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Dekia Scott

Director of Public Markets

Southern Company

Since November 2000, Dekia Scott has served as the director of public markets at Southern Company. Scott holds a B.A. in economics from Spelman College, an MBA from Emory University and is a Chartered Financial Analyst.

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Heather Oberschmid

Manager of Pension Investments

3M Company

Heather Oberschmid is the manager of pension investments at 3M, which has $11 billion in assets under management. Previously, she was an investment management specialist at Wells Fargo Private Bank, vice president and project manager at Allianz Global Investors and an advisory research analyst at RBC Wealth Management. Oberschmid holds a B.A. in economics from Macalester College. She is a CAIA and CFA charter holder.

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Jonathan Love

Director of Commodities

PepsiCo

Jonathan Love is the director of commodities at PepsiCo. Love joined PepsiCo in October 2007 as a senior manager of pensions before assuming his current position in March 2015. Previously, Love was an associate at RogersCasey. Love holds a B.A. in philosophy and political science from Bates College, an MBA from the University of Connecticut and is a Chartered Financial Analyst.

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Michael Leonard

Senior Investment Manager of Fixed Income

IBM

Michael Leonard has been a senior fixed income investment manager at IBM for the last eight years. His main responsibilities include managing a $37 billion IBM U.S. defined benefit fixed income portfolio. Over his 17-year span at IBM, Leonard held multiple positions such as an engineer, pensions manager and fixed income investment manager. Leonard holds an B.S. in industrial biochemistry from the University of Limerick and a master's degree in industrial engineering from the University College Dublin. In addition, Leonard in a Chartered Financial Analyst.

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Christopher Folkemer has been a portfolio manager at Honeywell International since 2006. Some of his direct responsibilities include sourcing, evaluating, and executing investment opportunities. His most recent contribution to the company was closing $1 billion in fund commitments and $180 million in direct equity/debt investments in the US, South America, Europe, and Asia. Previously, Folkemer was an associate director at NASDAQ and a research analyst at Economies Incorporated. Folkemer holds a B.A. in economics from the University of Pennsylvania and an MBA in finance from Columbia Business School.

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Kurt Hoddinott is the senior manager of investments at General Mills, overseeing the company's pension, savings plan and post-retiree health care assets. Hoddinott has worked at General Mills for 18 years. He is experienced with equity, private equity, fixed income, stable value, real estate and energy portfolios. Hoddinott holds an MBA from The University of Chicago Booth School of Business and a BBA from The University of Wisconsin-Madison. He has also earned the Chartered Financial Analyst designation.

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Robert Thompson is senior portfolio manager at United Parcel Service, Inc., where he managed a $9.2 billion of fixed income assets. Previously, Thompson held various fixed income positions at Voya Investment Management, Trusco Capital Management and INVESCO. Thompson holds a B.S. in management, finance and management information systems from Georgia Institute of Technology and an MBA from Wake Forest University.

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Sergio Chacon

Senior Pension & Investment Coordinator

Bristol-Myers Squibb

Sergio Chacon is a senior manager of pension and investments at Bristol-Myers Squibb. He has been in this role since May 2011.

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Bruno Dieseldorff is an investment manager at Northrop Grumman Corporation, where he is part of a team managing the company's $25 billion of pension assets. He currently oversees the pension's fixed income and high-yield investments. Previously, he managed public equity investments, including long/short hedge funds, for Northrop Grumman. Earlier in his career, Dieseldorff worked for Houlihan Lokey, a Los Angeles-based financial advisory firm, and the University of Virginia Investment Management Company. He holds an MBA from the University of California, Los Angeles.

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Vicky Erwin

Investment Director of Pension and Benefits

Eli Lilly & Co.

Vicky Erwin is the investment director of pension and benefits at Eli Lilly & Co., a Fortune 500 company. She joined the company in 2004, first as the controller of the neuroscience business unit, and was promoted to her current role in 2006. Erwin has 16 years of treasury experience in pension and defined contribution investments. She has an MBA from Morehead State University.

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Erik Carleton

Director of Pension Investments

Textron

Erik Carleton is a director of pension investments at Textron Inc. His responsibilities focus on global fixed income and public equities. He is in charge of the manager selection within public equities, fixed income, currencies and derivatives for the Textron Defined Benefit plan. Previously, he performed investment consulting for NEPC and Fudiciary Investment Advisors. Carleton holds an MBA and a master's in finance, both from Bentley University.

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Janice Llereza

Senior Manager of Real Estate and Real Assets

The Boeing Company

Janice Llereza is a senior manager of real estate and real assets at The Boeing Company. Llereza has held various investment positions at the company since 2001. Lllereza holds a B.A. in psychology from the University of Illinois at Chicago and an MBA from DePaul University.

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Tim Dillane

Director of Pension Investments

Merck

Tim Dillane is director of pension investments at Merck. Dillane holds an MBA from New York University and a BBA from the University of Notre Dame.

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Katharine Wyatt

Director of Trust Investments

Abbott Laboratories

Katharine Wyatt is the director of trust investments at Abbott Laboratories. Previously, Wyatt was a manager at Abbott Laboratories, a research analyst at Levitt Capital Management and a client finance management analyst at Accenture. She holds a B.A. and a M.S. in finance, investment and banking from the University of Wisconsin-Madison School of Business.

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Kristina Matwijec

Investment Officer of Pension Management

Con Edison Pension Fund

Kristina Matwijec is an investment officer at Con Edison, managing the company's 401(k) investment pool. She joined the company in 2005 as a corporate finance analyst and was promoted to current role in 2007. She is responsible for the manager selection of equity and fixed income assets. Matwijec holds an MBA from New York University.

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Dominick Altieri is a senior investment analyst at The Goodyear Tire & Rubber Company. Previously, he was a director at PNC Instututional Investment for five years. He had also worked for National City Bank and JPMorgan Chase. Altieri holds an MBA and a bachelor's degree in finance, both from Kent State University.

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Matt Hutson is the manager of alternative investments at International Paper, which has $23.62 billion in assets under management. Prior to his role, he was the assistant manager, senior investment analyst, and trust investments analyst at International Paper. Hutson holds a B.A. in economics from the University of Notre Dame, and an MBA from Sacred Heart University.

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Mo Jalajel

Senior Manager of Pension Investments

Pfizer, Inc.

Mo Jalajel is a senior manager of pension investments at Pfizer. He is responsible for the fixed income allocation within Pfizer’s U.S. benefit plan. Previously, he was an investment associate at Mercer Investments and a researcher for Dow Jones. Jalajel holds an MBA from Saint Peter's University in New Jersey and a BBA from New Jersey City University.

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Greg Duren

Manager of Investment Strategy

DTE Energy

Greg Duren is the manager of investment strategy at DTE Energy. He manages DTE's trust assets totaling $9 billion. Previously, he was the financial controller for DTE Energy's Fermi 2 nuclear station. Duren holds a bachelor’s degree in mechanical engineering from the University of Notre Dame as well as a master's degree in mechanical engineering and an MBA, both from the University of Michigan.

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Mirsada Durakovic is an investment manager for Shoreline Investments at HP. Her duties are to oversee the firm's $35+ billion pension and benefits plan including investment strategy development, portfolio construction, risk and liquidity management. Previously, she was assistant portfolio manager for absolute return fixed income mutual funds at Driehaus Capital Management. She graduated from the University of Chicago Booth School of Business.

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Adrian Gulich

Director of Real Estate & Alternative Investments

General Motors Asset Management

Adrian Gulich is a director of real estate & alternative investments at General Motors Asset Management. One of his primary responsibilities is to lead the commercial real estate investment team for the GM pension plans in the U.S. and Canada. Prior to this position, he was a portfolio manager at the firm for 12 years. Gulich holds a bachelor's degree in finance and international business from Boston University and an MBA in finance from the University of Pennsylvania. Gulich is also a Chartered Financial Analyst.

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Matthew Daniel

Manager of Retirement Investments

FedEx

Matthew Daniel is the manager of retirement investments at Fedex Corporation. Prior to joining Fedex in 2014, he was a portfolio manager at Sciens Capital Management for nine years. Daniel received an MBA and a bachelor's degree in economics, both from the University of Tennessee.

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Paul Brown

Director of Investments

John Deere

Paul Brown is the director of investments at John Deere. He manages the company's pension fund and 401(k) portfolio. More specifically, he oversees global public equity, private equity, private real estate, commodity and hedge fund investments. Previously, Brown held several roles at John Deere, including asset-liability manager for the John Deere Treasury and interest rate risk manager. Brown holds an MBA and a master's degree in economics, both from Iowa State University, and a bachelor's degree in economics from the University of Minnesota.

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