Top 30 Corporate Limited Partners
Trusted Insight's ranked list of the Top 30 Corporate Limited Partners introduces the most accomplished investment directors and chief investment officers from Fortune 500 companies. These investors manage billions for their companies' pension funds and venture arms. Many of them have served their corporations for decades, generating steady returns in adverse market conditions and bull markets alike. Presenting the Top 30 Corporate LPs. Gain insights from top institutional investors at Trusted Insight Alpha Conference 2017.
Bruce Niven is the chief investment officer at Saudi Aramco Energy Ventures, a corporate venturing subsidiary of Saudi Aramco, the Saudi Arabian national oil company. Niven oversees a global investment portfolio of technology-driven startups in energy sector. Niven holds a master's degree in Engineering from the University of Oxford.
Greg Gut is the head of alternatives and externally managed funds at Shell Asset Management Company, which manages more than $30 billion of assets. Previously, Gut has held various positions at Shell Asset Management, including head of risk, special opportunities, portfolio manager corporate credit and other analyst positions.
Brian Pellegrino is the chief investment officer of UPS Group Trust, an asset management arm of UPS, since 2005. He actively manages a portfolio of over $30 billion. During his 18 years at UPS, Pellegrino had held financial management roles at various levels. Pellegrino is a CPA and CFA. He holds an MBA from Rutgers University.
Katharine Wyatt is the director of trust investments at Abbott Laboratories, which has $6.77B in assets under management. Previously, Wyatt was a research analyst at Levitt Capital Management and a client finance management analyst at Accenture. Katharine holds a B.A. and a M.S. in Finance, Investment and Banking from the University of Wisconsin-Madison School of Business.
Ray Kanner is the chief investment officer at IBM Retirement Fund, managing a portfolio of $40 billion. Kanner has been in this role for nine years. He holds a BS in computer science from Brooklyn College and an MBA from New York University.
Elizabeth Tulach is the managing director of investment strategy at The Boeing Company, which has $4.1billion in assets under management. Previously, Tulach was a senior vice president at GE Capital, as well as the assistant vice president and director of private equity at the University of Chicago Office of Investments. Tulach holds a B.S. in Accountancy from Northern Illinois University and an MBA from The University of Chicago.
Heather Oberschmid is the manager of pension investments at 3M Company, which has $11 billion in assets under management. Previously, Oberschmid 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 and holds a CAIA and CFA.
Chrissie Chen Pariso is a senior private equity manager at Exelon Corporation, a Fortune 150 company in the energy industry. Previously Pariso worked at GE Capital and Dell Financial Services. Pariso holds a MBA from the University of Chicago Booth School of Business and a bachelor's degree from Georgetown University.
Brian Abrams is the director of alternative investment at Alcatel-Lucent, an asset management arm of Alcatel USA, Inc. His investment portfolio includes private equity, real estate and natural resources. Abrams has over 25 years of experience in managing investment at various levels. Abrams is a CFA and holds an MBA from George Washington University.
Akinori Harada is the chief strategic investment officer at DeNA, a Tokyo-based Internet company, since 2014. Harada had worked in Japanese IT industry for 15 years before taking the role of investment officer. Harada holds a master's degree in Management Technology from Tokyo Institute of Technology.
Raquel Chmielewski serves as private markets investor at Lockheed Martin Investment Management Company, where she manages strategy for the global private equity, venture capital and distressed debt funds. Previously, she served as investment analyst at Shark Investments, PE/VC associate at Columbia Capital and investment banking senior analyst at JPMorgan. Chmielewski serves on the board of the Institutional Limited Partners Association and holds a B.A. and M.A. in economics from Boston University and an MBA from University of Pennsylvania.
Since June 2000, Steve Kiser has served as the director of trusts and investments at American Electric Power, which has more than $10 billion in assets under management. Previously, Kiser was the director of investments at Central and South West Corp. Kiser holds an MBA from the University of Texas at Austin.
Dennis Newberry is the corporate investment director at Northrop Grumman Corporation. Newberry has held the role for 15 years since 2001. Before that, he worked in the Treasury department of Intel Corporation.
Ray Schuder is the managing director at Hewlett-Packard Ventures. Previously, Schuder co-founded and led AMD Ventures, served as principal at El Dorado Ventures and worked in product development and management at NVIDIA, Loudcloud, Hewlett-Packard and HP Labs. Schuder holds a B.S. in Mechanical Engineering from the University of California Santa Barbara and an MBA from Stanford University.
Stephen Blundin is the director of liquid alternatives at Verizon Investment Management Corp. Prior to this position, Blundin has spent more than eight years in various roles on Verizon investment team, most notably as an analyst and senior analyst in hedge funds. Blundin holds a B.A. in Economics from Muhlenberg College and is a Chartered Financial Analyst.
Daniel O'Grady is the executive director of investment at AT&T. O'Grady has worked at AT&T since 1996. He currently oversees investment strategy, external investment managers and risk assessments of a $35-billion portion of a $100-billion portfolio. O'Grady holds an MBA from DePaul University, specializing in Finance, and earlier degrees in Accounting.
Marc Keenan is director of benefits finance within the corporate treasury at Pfizer, Inc. Keenan is responsible for the defined contribution plans, funded non-qualified plans and the foundation. Since 2001, Keenan has held various positions within Pfizer, including senior manager of capital markets, senior manager of investor development and strategy and senior manager of treasury operations. Keenan earned an MBA for New York University and a BS in chemical engineering from Rutgers University.
John Bearman is the head of investment of BP Pension Fund. Previously, Bearman served as chief investment officer at Thomas Miller and Santander Asset Management. His fund managing career can be traced back to the late 1980s. Bearman has a bachelor's degree in Economics from the University of Essex.
Matt Hutson is the manager of alternative investments at International Paper, which has $23.6 billion in assets under management. Prior to his role, he was assistant manager, senior investment analyst, and trust investments analyst at International Paper. Mutson holds a A.A. from Holy Cross College, a B.A. in Economics from the University of Notre Dame and an MBA from Sacred Heart University.
Lawrence Goldsmith is the vice president of pension and investments at the Walt Disney Company, which has $48.18B in assets under management. Prior to his position at Disney, Goldsmith was the chairman and founder of the Recording Arts Foundation, partner/portfolio manager at Perella Weinberg Partners and managing director at the University of Texas Investment Management Company. Goldsmith holds a B.S. in Finance and Economics and an MBA in Finance and Management from the Wharton School of Business at University of Pennsylvania.
Jonathan Glidden is the managing director of pensions at Delta Air Lines, which has $9 billion in assets under management. Previously, Glidden was the director of portfolio construction and manager research at Wilmington Trust and a director of investment analysis at Emory University Endowment. Glidden holds a B.S. in Mechanical Engineering from Georgia Institute of Technology, an MBA from Emory University and an M.S. in Financial Mathematics from the University of Chicago.
Keith Watson is the director of pension investments at Textron, which has $5 billion in assets under management. Previously, Watson was an investment manager at Fidelity Investments, an investment manager and financial planner at Watson Financial, Inc., and a financial analyst at LSI Corporation. Watson holds a B.S. in Finance from the University of Colorado at Boulder and an MBA from the University of Colorado at Colorado Springs.
Marlene Forrester is the senior director at PepsiCo Pension, which has $12.64B in assets under management. Prior to this role, she was the senior treasury manager at PepsiCo.
Joseph Fazzino is the senior manager of private investments at United Technologies, which has $21.2 billion in assets under management. 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.
L.G. Clark is the senior vice president of investments at U.S. Steel & Carnegie Pension Fund, which has $10 billion in assets under management. Previously, Clark was the vice president of investments at U.S Steel & Carnegie Pension Fund and a portfolio manager at Nomura Asset Management. Clark holds a B.A. in History and an MBA in Finance from The University of Texas at Austin.
Jeff Lewis is staff director of retirement services at FedEx Corporation where he oversees all investment managers for the corporation's defined benefit and defined contribution plans. Previously, Lewis served as marketing director at Bolton Investment Group and vice president at Goldman Sachs & Co. Lewis holds a B.A. in Economics and History from Dartmouth College and an MBA from University of North Carolina at Chapel Hill.
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