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2018

Top 30 Endowment Chief Investment Officers

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University endowments oversee enormous pools of long-term capital, which are often used to fund the latest research, drive community growth and support the education system’s mission. It takes a savvy investment leader to navigate the markets; identify niche opportunities and strategies; and lead an effective team. The following investment chiefs have proved to be thought leaders in this ever-evolving space in institutional investing. Presenting the Top 30 Endowment Chief Investment Officers:

Stuart Mason has been chief investment officer at the University of Minnesota since 2002. Previously to joing the university, Mason spent 15 years as a senior investment banker or executive officer in several investment banks including Dougherty & Company, EVEREN Securities and Dain Rauscher Corporation. He also served as vice president of Wells Fargo Corporation for 10 years. Mason holds an MBA in business from the University of Minnesota and a B.A. in chemistry and biology from St. Olaf College.

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Rick Slocum joined Harvard Management Company as chief investment officer in March 2017. Previously, he was chief investment officer of the Johnson Company, a large single-family office, where he was responsible for building the portfolio, investment team and asset allocation framework. Slocum holds a B.S. and MBA from the Wharton School of the University of Pennsylvania.

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Robert Wallace

President, CEO & Chief Investment Officer

Stanford Management Company

Robert Wallace is chief executive officer and chief investment officer at Stanford Management Company, where he leads the management of a $27 billion portfolio. Previously, he served as chief executive officer and chief investment officer of Alta Advisers, a London-based global private investment firm. Prior to leading Alta, Wallace worked at the Yale Investments Office, which manages the Yale University Endowment. He graduated summa cum laude from Yale University with a degree in economics. He is a member of the Council on Foreign Relations and formerly served on the investment committees of Cambridge University and the Courtauld Institute of Art, and as a Trustee of the Royal Opera House.

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David Swensen is the chief investment officer at Yale Investments Office. Prior to joining Yale in 1985, he spent 6 years in Wall Street, focusing on developing new financial technologies. Swensen has also advised the President of the United States as a member of the President's Economic Recovery Advisory Board. Swensen holds a Ph.D. in economics from Yale, and graduated from the University of Wisconsin in 1975.

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Erik Lundberg has served as the chief investment officer at the University of Michigan since October 1999. Lundberg leads a staff of 12 to manage $10 billion in assets. Prior to joining the University of Michigan, he served as an investment officer at Ameritech. Lundberg holds an MBA in international business and finance from the Ohio State University and a bachelor's degree from the University of Wisconsin.

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Seth Alexander is president at Massachusetts Institute of Technology Investment Management Company (MITIMCo) since 2006. Prior to joining MITIMCo, Alexander the a director at the Yale Investments Office. At Yale, Alexander was a management fellow at the Yale School of Management, co-teaching a class on endowment management. Alexander holds a bachelor's degree in biology from Yale University. He is also a Chartered Financial Analyst charterholder.

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Sam Gallo is chief investment officer at University System of Maryland Foundation, where he is responsible for the investment portfolio totaling approximately $1.4 billion. Previously, Gallo served as a senior official with PricewaterhouseCoopers and Ennis Knupp & Associates. Prior he was a portfolio manager/trader for Goldenberg, Hehmeyer, and Company, managing over $8 billion in daily transactions. He holds an MBA from the University of Chicago Booth School of Business and bachelor's degree in accounting and finance from the University of Illinois. Gallo is also a board member of the Managed Funds Association (MFA), the MFA Center for Alternative Investment Education, and the Bender JCC of Greater Washington. He is the founder and past president of the Charted Alternative Investment Analyst (CAIA) Association’s Washington D.C. Chapter and sits on a number of advisory boards such as the Milken Institute Global Markets Advisory Council and the Washington Area Investor Forum.

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William H. McLean is vice president and chief investment officer for Northwestern University, where he manages the university's $6.5 billion diversified portfolio. He is a director of Foundation Advisers, Inc. the overseer of investment vehicles for the Investment Fund for Foundations. He has also taught Theories of Financial Investing in the BIP Program during the last 3 years. McLean received an MBA from the University of North Carolina at Chapel Hill in 1979.

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Elizabeth Hokada

VP & Chief Investment Officer

Kamehameha Schools

Elizabeth Hokada is chief investment officer of Kamehameha Schools. She joined Kamehameha in 2005 to lead the investment team for Kamehamehaʻs global, diversified portfolio of financial assets. Prior to joining Kamehameha Schools, Hokada spent 20 years at the University of Michigan in various investment positions, including director of investments for the marketable portfolio of stocks, bonds and hedge funds.

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Deborah Kuenstner joined Wellesley College as chief investment officer in February 2009. Previously, she was chief investment officer at Brandeis University. Prior to that, Kuenstner was managing director of research for Fidelity Management & Research Co. and chief investment officer at Putnam Investments. Kuenster holds an MBA from New York University and a bachelor's degree in economics summa cum laude from Wellesley College.

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Chuck Kennedy is chief investment officer at Carnegie Mellon University. Before joining Carnegie Mellon’s investment team as a senior investment manager, Kennedy was an investment banker and taught at the University of Pittsburgh. Kennedy earned an MBA from Harvard Business School in 1995.

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Tim Donohue is chief investment officer at Columbia Investment Management Company, which holds $10 billion in assets under management. Previously, he served as vice president at Booz & Company for almost 11 years. Prior to that, he was general manager at BHP Billiton. Donohue holds an MBA in finance from Columbia Business School and a B.S. in mechanical engineering from Cornell University.

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Thomas Richards is treasurer, chief investment officer and senior associate vice president for finance at the University of Missouri System. Prior to joining the university, he served as chief financial officer at Landmark Bank after having been an audit manager in the financial services practice of PricewaterhouseCoopers. Richards holds a bachelor's degree in accounting and organizational psychology from the University of Michigan. He also holds a Certified Public Accountant designation.

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Sandra Robertson is chief investment officer and chief executive officer at Oxford University Endowment Management (OUem), where she has discretion for all investment decisions and overall strategy. Prior to joining Oxford in 2007, Robertson spent 14 years at Wellcome Trust. There, she served as co-head of portfolio management and sat on the investment committee for 10 years. She is a Trustee of the Queen's Trust and sits on the TIFF Advisory Board in the United States.

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Kathleen Browne has served as chief investment officer at Denison University since August 2017. Previously, she was managing director at Wellesley College since 2009. Prior to that, she worked at the Alcatel-Lucent Investment Management Corp. for 8 years, most recently serving as the director of alternative investments. She is also a member of the investment committee at Boston Arts Academy and The Foundation for MetroWest. 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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Paula Volent

Chief Investment Officer

Bowdoin College

Paula Volent is chief investment officer at Bowdoin College, where she is responsible for oversight and management of the college's endowment. She joined Bowdoing College in 2000, and has since served as senior vice president and vice president there. Before that, she was a senior associate at the Yale Investments Office. Volent holds an MBA from the Yale School of Management, a master's degree in art history from the Institute of Fine Arts at New York University and a B.A. from the University of New Hampshire.

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Michael Barry, CFA serves as chief investment officer of Georgetown University, where he overseas $1.9 billion of endowment and pension assets. Previously he served as CIO at the University System of Maryland Foundation and at Cambridge Associates. He serves or has served on several boards and investment committees including Georgetown Preparatory School, Blue Haven Initiative, Maryland State Retirement and Pension System, France-Merrick Foundation, ICMA-RC Vantage Trust, Urban Institute, Council for Advancement and Support of Education, The Big East Conference, No Greater Sacrifice, and the CFA Society of Washington.

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Tim Barrett

Associate Vice Chancellor & Chief Investment Officer

Texas Tech University

Tim Barrett is associate vice chancellor and chief investment officer at Texas Tech University, where has has served since April 2013. Previously, he served as director of worldwide pension investments at Eastman Kodak. Prior to that, he was executive director and chief investment officer at the San Bernardino County Employee's Retirement Association for more than 14 years. Barrett holds a BSBA from the University of Montana and an MSBA in financial and tax planning from San Diego State University.

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Mark Schmid is vice president and chief investment officer of the University of Chicago, where he responsible for the management of the university's investment assets of $12 billion. Previously, he was vice president and chief investment officer at the Boeing Company for six years. There, he was responsible for the management of Boeing’s $70 billion in retirement assets. Prior to Boeing, he worked for DaimlerChrysler Corporation for 17 years in various accounting, finance, and treasury positions, and as a CIO for 6 years. Schmid holds an MBA in finance from Wayne State University in Detroit and a B.S. in accounting from the University of Detroit Mercy. He is a Certified Public Accountant.

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Rick Kraich

VP of Investments & Chief Investment Officer

West Virginia University Foundation, Inc.

Rich Kraich is vice president and chief investment officer at West Virginia University Foundation, where is responsible for the uniiversity's edowment with assets over $1.7 billion. Previously, he was chief investment officer at Homrich Berg for nearly 3 years. Prior to that, he was senior director of investments at Georgia Tech Foundation. Raich holds an MBA in finance from the University of Florida and a bachelor's degree in industrial engineering from the Georgia Institute of Technology. He holds a Chartered Financial Analyst designation.

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Srinivas Pulavarti is president and chief investment officer at UCLA Investment Company, where he oversees $2.3 billion for the UCLA Foundation and its affiliate organizations. Previously, he was president and chief investment officer at University of RIchmond, Spider Management Company for 7 years. Pulavarti holds a M.S. in applied economics from Marquette University and a B.S. in mathematics, physics and chemistry from Bangalore University.

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Scott Richland has served as chief investment officer of the California Institute of Technology's (Caltech) $3 billion investment office, since September 2010. Previously, Richland served as president of private investment manager and family office Andell Holdings, LLC. Before joining Andell, he served in senior management roles at SunAmerica Inc. and AIG. Richland holds an MBA in finance and accounting from Stanford University and a B.A. in political science and government from the University of California, Los Angeles.

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Lisa Mazzocco was named University of Southern California's (USC) first chief investment officer in April 2011. Before joining USC, Mazzocco was chief investment officer for the Los Angeles County Employees Retirement Association (LACERA), where she was responsible for asset allocation of a $31 billion pension fund, working with the association’s Board of Investments to develop implementation plans for its investment strategies. Mazzocco holds an MBA from California State Polytechnic University, Pomona, and a bachelor's degree from San Diego State University.

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Todd Shupp joined the University of Kentucky in January 2015 as the university's first chief investment officer. In this role, Shupp is responsible for managing the $1.4 billion endowment portfolio in adherence with its objective of generating attractive returns that ensure perpetual support to the university. Prior to joining UK, he was a manager research consultant and principal at RVK, an institutional investment consulting firm, where he worked closely with UK for several years. He began his career at The Vanguard Group, where he held a variety of roles supporting the investment management function. Shupp graduated magna cum laude from West Chester University with a B.S. in finance. He is a CFA charterholder.

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Kristin Agatone is chief investment officer of the Lehigh University Investment Office. As CIO, Kristin oversees the management of the Lehigh Endowment, ensuring financial support for major initiatives and the university's broader mission. Before joining Lehigh, Agatone was a managing director at Summit Rock Advisors, where she led the investment strategy for multiple asset classes. Prior to her time with Summit Rock, she worked at Boston-based Harvard Management Company, which manages the Harvard University Endowment. Agatone holds an MBA from Harvard Business School and a B.A. in economics magna cum laude from Harvard College.

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Allison Thacker has been president and chief investment officer of Rice Management Company since 2011. Prior to joining Rice University, Thacker spent 11 years with RS Investments as portfolio manager, managing director, and research analyst. Thacker holds an MBA from Harvard Business School and a bachelor's degree in economics from Rice University.

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Britt Harris is president, chief executive officer and chief investment officer at The University of Texas / Texas A&M Investment Management Company (UTIMCO). Before joining UTIMCO, he was chief investment officer at Teacher Retirement System of Texas (TRS) for almost 10 years. Prior to that, he was CEO for Bridgewater Associates. Harris also serves as an executive professor teaching investment courses at his alma mater, Texas A&M University and also at The University of Texas at Austin.

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David McAuliffe is chief investment officer at Berkeley Endowment Management Company. Previously, he was a senior investment officer at University of Washington Investment Management (UWINCO) for 11 years. Prior to that, he was managing director at Cascadia Capital. McAuliffe holds an MBA from the University of Pennsylvania - The Wharton School and an M.A. in international relations and economics from Johns Hopkins University.

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Mauricia A. Geissler is chief investment officer of Amherst College, where she oversees all aspects of the endowment assets of Amherst College and the Folger Shakespeare Memorial Library in Washington, DC. Additionally, she is the chair of Amherst College’s 403b Investment Committee. Prior to joining Amherst in 2003, she was director of public markets at Lucent Asset Management overseeing an excess of $30 billion in public market investment programs. Geissler holds a B.A. in finance, investments and banking from the University of Wisconsin–Madison. She also serves on the Investment Committee of Five Colleges, Incorporated, a consortium between Amherst, Hampshire, Mount Holyoke, Smith College and the University of Massachusetts Amherst aimed at enhancing the broad educational and cultural objectives of its member institutions. 

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Jagdeep Bachher is chief investment officer and vice president of investments at the University of California Office of the President (UCOP). Previously, Bachher was an executive vice president of venture and innovation at Alberta Investment Management Corp (AIMCo), one of Canada’s largest and most diversified investment fund managers. Bachher holds a Ph.D. and M.A.Sc. in management sciences and B.A.Sc. degree in mechanical engineering from University of Waterloo.

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