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 a 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 from Stanford University and a B.A. in political science from the University of California, Los Angeles. The Caltech Investment Office manages over $3.2 billion of endowment, trust and other assets, including real estate. The investment management team and the Institute's Board of Trustee Investment Committee's goal are to provide increased support for the Institute's academic and research programs through excellence in its investment management.
Paula Volent is chief investment officer and senior vice president 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.
Rick Kraich is the vice president of investments and chief investment officer at the West Virginia University Foundation, Inc. He has served the organization since 2010 and Responsible for investment strategy and recommendations for WVU endowment and other WVU entities. Before joining the University, he was the CIO at Homrich Berg, a national independent wealth management firm. Prior to that, he was a senior director of investments at the Georgia Tech Foundation and a director of alternative investments at BellSouth. Kraich holds a bachelor of industrial engineering from the Georgia Insititute of Technology and an MBA in finance from the University of Florida. He also holds a Chartered Financial Analyst designation.
Justin Barton is the president and chief investment officer at the UCLA Investment Company. The Investment Company is responsible for the UCLA Foundation endowment, a global, multi-asset portfolio. He oversees all aspects of the endowment including executing investment strategy, portfolio construction, and governance. He began his investment career in Brown University’s investment office before joining Old Square Capital, a New York-based investment firm. He moved to London in 2011, where he worked for Investec Asset Management, an institutional investment manager. Barton holds an M.A. degree from the University of Cape Town and a B.A. degree from Princeton University. He also holds an Investment Management Certificate from the CFA Society of the UK and the Chartered Financial Analyst designation.
Samuel Gallo is the chief investment officer at the University System of Maryland Foundation, where he is responsible for the investment of over $1.6 billion in endowment and operating fund assets for the benefit of 22 higher education institutions. His prior experience includes leadership roles with financial service provider PricewaterhouseCoopers (PwC), investment consulting firm Ennis Knupp & Associates, and as a senior portfolio manager/trader at a Goldenberg, Hehmeyer, & Company. Gallo holds an MBA from the University of Chicago’s Booth School of Business and two B.S. degrees in accounting and finance from the University of Illinois.
Andrew Parks is the deputy chief investment officer at the University of Minnesota. He has served the University since 2014, and was previously the senior director of investment strategy and research there. Previously, he was the director of investments at Orbital ATK. Prior to that, he was an analyst and team lead at RBC Capital Markets. Parks holds an MBA in analytic finance from the University of Chicago - Booth School of Business and a B.S. in economics and finance from the University of Minnesota.
Robert Durden is the chief executive officer/chief investment officer at UVIMCO. As CEO, Robert provides leadership for all aspects of UVIMCO’s operations and serves as UVIMCO’s primary representative to the University, related foundations, and the public. As CIO, he is responsible for the investment management of UVIMCO’s Long Term Pool, overseeing the asset allocation, portfolio management, risk management, and manager selection activities of the investment staff. Previously, he served as SVP and CIO at Texas Children’s Hospital in Houston, where he oversaw the hospital’s Foundation and other investment assets, totaling approximately $3 billion. He was previously the Managing Director of Private Investments at Morgan Creek Capital Management, and directed $4.5 billion of private investments across private equity, energy and natural resources, and real estate. Durden holds an MBA in finance and entrepreneurship from the University of Chicago Booth School of Business and an B.A. in economics from Princeton University. He is also a CFA charterholder.
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.
Jane Dietze is the vice president and chief investment officer of Brown University. She has been with the organization since 2013 and was previously a managing director there. Before joining Brown, she served as the director of private equity at Bowdoin College. She joined Bowdoin from Fortress Investment Group, a global investment manager with $64 billion under management, where she was a managing director in the credit funds group. Prior to her work at Fortress, she was a general partner at Columbia Capital Corporation, a private equity fund focused on information technology and communications. She also worked throughout Russia and Central Europe as an investment officer at the private investment arm of the World Bank and as an analyst in the mergers and acquisitions department of Goldman Sachs. Dietze earned a bachelor’s degree in politics from Princeton University and a master’s degree in international economics and Russian studies from the Johns Hopkins School of Advanced International Studies.
Scott Wilson is the chief investment officer at Washington University Investment Management Company. Previously, he served as CIO at Grinnell College where he managed the investment strategy for Grinnell’s nearly $2 billion endowment. His previous experience also includes positions at Credit Suisse First Boston Equity Research in Chicago; Merrill Lynch Technology Equity Research Group in San Francisco; Bank of America Securities in London and Tokyo; and Barclays Capital Japan, where he served as head of the Asia Interest Rate Option Trading Desk. Wilson is a Grinnell graduate with a bachelor’s degree in economics and mathematics. He also attended the University of Chicago’s financial mathematics program.
Jason Perlioni became the second vice president of investments and chief investment officer for Johns Hopkins University in 2017. In this role, he oversees all aspects of the investment program for over $6 billion of endowment and other investment assets for the University and affiliated organizations. Previously, he was CIO at Pritzker Group Asset Management. Prior to that, he was director at UBS Global Asset Management and manager of hedge fund investments at Northwestern University. Perlioni holds an MBA in finance from the University of Chicago and a B.S. in chemical engineering from Rice University. He also holds the Chartered Financial Analyst designation.
Dr. Philip Zecher brings a decade of experience designing and implementing risk models for the hedge fund community. In 1998, he left Deloitte Consulting to develop a proprietary risk system for a closely-held hedge fund. In 1999, this system became the core product for a new company, Investor Analytics, LLC (“IA”), that he founded with two other colleagues. Phil continuously enhanced the risk models and technology at IA, and the system grew to handle many billions of dollars of hedge fund assets. He sold his interest in IA in 2006 before joining EQA Partners. Prior to starting his finance career at Deloitte Consulting, Phil earned a Ph.D. in nuclear physics at Michigan State University and a B.S. at Ohio University. He is widely published in both academic journals and the financial press. Phil currently serves on the MSU Foundation Board of Directors and the College of Natural Science Dean’s Advisory Board and is a former member of the President’s Leadership Advisory Committee for Winning FRIB.
Kathleen Jacobs is the chief investment officer of New York University where she oversees all aspects of the University’s $4.3 billion endowment. In addition, she serves on the committee responsible for oversight of the $10 billion retirement plans of NYU and NYU Langone Medical Center. Prior to joining NYU, she was managing director in the NewYork-Presbyterian Hospital investment office where she maintained a leading role in asset allocation and the selection of fund managers across asset classes. Before that, she was a senior investor for the Juilliard School’s endowment. Prior to moving to the non-profit sector, she worked at both Goldman Sachs and J.P. Morgan. Jacobs has a Bachelor of Science in Business Administration from Bucknell University, is a member of the Council on Foreign Relations, and serves on the Institutional Advisory Council for the Managed Funds Association.
Hugh O'Donnell was named chief investment officer of Colby College's endowment in 2012. Previously, he was an investment manager at Honolulu-based Kamehameha Schools' $9.1 billion endowment. Prior to that, he was a general partner at Crescent Private Capital, an associate at TA Associates, and an analyst at Fleet Bank. O'Donnell holds a bachelor's degree from Harvard University.
Brian Neale is the vice president of investments at the University of Nebraska Foundation. he has more than 20 years of institutional investment experience and currently is responsible for more than $2.8B of investable assets on behalf of the university. In this role, his principal duties include establishing long-term asset allocation policies and short-term tactical tilts, manager research and selection, portfolio construction, compliance and oversight, and serving as principal investment liaison to the Foundations Investment Committee and Board of Directors. Executive management responsibilities include leading the investment office as well as serving as a member of the Foundations Executive Leadership Team. Neale also has direct P&L responsibility as the sole portfolio manager for more than $550M of internal capital. He holds an MBA from the College of William and Mary and a B.A. from the Virginia Military Institute.
Nicholas A. Warren joined the Office of Investment Management in January 2011 as the Chief Investment Officer. Nicholas was previously a managing director with Cambridge Associates, having joined in 2003. Prior to that he worked as an investment analyst at Northwestern University's Investment Office. Nicholas received a BA in anthropology from Northwestern University in 1996 and an MBA. from the University of Chicago in 2003. He became a CFA® charterholder in 2000. Nicholas serves on the board and is the Chair of the Investment Committee for the Nellie Mae Education Foundation.
Kristin Agatone is the 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, Kristin 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. She previously worked in the private equity group at TPG Capital in San Francisco and the investment banking division at Goldman Sachs. Kristin earned a B.A. in economics magna cum laude from Harvard College and received an MBA from Harvard Business School.
Brian Pellegrino is the chief investment officer at Georgia Tech Foundation, Inc., where he overees a $1.8 billion endowment. Previously, he was the CIO at UPS Group Trust, an asset management arm of UPS, where he delivered consistent portfolio performance and built a best-in-class investment organization. During his 37 years at UPS, he held financial management roles at various levels. As CIO, he grew the investment department from a three-person office to a 24-member team. Pellegrino holds an MBA in finance from Rutgers University and a B.S. in accounting from Montclair State University.
Thomas Lenehan is the Deputy Chief Investment Officer of The Rockefeller University, where he helps manage the University’s $2.1 billion endowment. He started his career as a financial analyst at Goldman Sachs. He slowly climbed the ladder and held various investment positions throughout his career including as a Senior Associate at Stone Point Capital, Principal at FTV Capital, Vice President at Vista Equity Partners, and lastly, Director at Commonfund Capital Inc. Lenehan holds an MBA from Stanford University and a B.S. in business administration from Georgetown University. He also serves on the Investment Committees for the Stony Brook Foundation, the Wenner-Gren Foundation, and the Peterson Institute for International Economics.
Srinivas Pulavarti is the chief investment officer at Emory University, where he has served since 2018. Previously, he was president and CIO at the University of California, Los Angeles. Prior to that, he was the president and CIO at the University of Richmond, Spider Management Company. He was also the global head of investment strategy at Citi and director of investments at John Hopkins University. Pulavarti holds an M.S. in applied economics from Marquette University and a B.A. in mathematics, physics and chemistry.
Timothy Milanich is the chief investment officer at Case Western Reserve University. He has served the organization since 2007, and held the titles of deputy CIO and director of private investments. Prior to that, he was assistant vice president at National City Bank and an investment analyst at Parkwood Corporation. Milanich holds an MBA and a B.S. in finance from Fordham University.
Rakesh Dahiya is the chief investment officer at the Southern Methodist University, where he is responsible for oversight of the $1.5 billion endowment, mineral interests and planned giving assets. He works with the Investment Committee of the Board of Trustees, setting agendas, developing policies, formulating investment strategies, as well as recommending specific investment managers and vehicles for carrying out the investment program. As a senior officer at SMU, Dahiya serves on the President’s Executive Council and works with leadership on matters related to endowment spending and the communication of endowment strategy and performance. Dahiya joined SMU in September 2016 after five years as director of marketable strategies from the University of Florida Investment Corporation (UFICO). Prior to UFICO, he spent nine years at Washington University in St. Louis, and six years at Ralston Purina. Dahiya holds a B.B.A. in finance from Iowa State University and an MBA from the University of Illinois.
Lois Cox is the vice president of investments and chief investment officer at Kansas State University Foundation (KSUF), where she has served since 2005. Previously, she was the director of Investments at KSUF. Before joining the organization, she was portfolio manager at Kansas Farm Bureau for 19 years. Lois holds a bachelor's degree in finance from Kansas State University. She also holds Chartered Financial Analyst and Certified Financial Planner designations.
Allison Thacker is the president and chief investment officer of Rice Management Company, where she oversees the $5.5 billion endowment fund. She has been with the organization since 2011. Previously, she 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.
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 the University of Waterloo.
Julie Van Cleave is the chief investment officer at the University of Wisconsin Foundation, where she is responsible for managing all aspects of the Foundation’s investment operation. She reports to the President/CEO, and works closely with the Investment Committee. Julie joined the Foundation in 2013 after a combined 30 years as an equity portfolio manager with Oppenheimer Funds, Deutsche Asset Management and Mason Street Advisors (Northwestern Mutual Life), managing top-rated mutual funds and institutional funds. Julie holds a BBA and an MBA in finance, investments, and banking from the University of Wisconsin-Madison. She is an alumna of the well-recognized Applied Securities Analysis Program at Wisconsin and holds the Chartered Financial Analyst designation.
Sonali Dalal is the deputy chief investment officer at the Pennsylvania State University, where she manages a $4 billion, multi-asset, multi-manager, long term investment pool. She has served the organization since 2003 and held titles including chief investment strategist, senior director of investment strategy and senior investment analyst. Before joining the university, she was a manager at the Export-Import Bank of India. Sonali holds an MBA in investment management from Penn State University. She also holds Chartered Financial Analyst and Chartered Accountant designations.
Jason Bull is the chief investment officer at the University of Georgia Foundation, where he has served since April 2018. Previously, he was a managing director at Emory University for over 10 years. Prior to that, he was an investment professional at Goldman Sachs and an investment analyst at SEI Investments. Jason holds an MBA in finance from Emory University and a B.S. in mathematics and economics from Eastern Michigan University.
Collette Chilton, as Chief Investment Officer, is responsible for the investment of approximately $2.9 billion in assets held by the Williams College endowment. Prior to joining Williams in 2006, she served as the Chief Investment Officer for Lucent Technologies from 1998 to 2006. In that role, she was responsible for the investment and oversight of approximately $40 billion in retirement-related assets for the company. From 1996 to 1998, she served as Chief Investment Officer of the $30 billion Pension Reserves Investment Management (“PRIM”) Board, which invests the assets of the public employees’ and teachers’ retirement systems in Massachusetts. She held a similar position with the Massachusetts State Teachers and Employees Retirement Systems (“MASTERS”) Trust from 1993 until PRIM and MASTERS merged in 1996. Prior to 1993, she was in investment banking with the First National Bank of Boston and Citicorp Investment Bank. She serves on the boards of The Center for Private Equity and Entrepreneurship at the Tuck School of Business at Dartmouth and the Berkeley Endowment Management Company and also serves on the investment committee for the Boys and Girls Clubs of Boston. In addition, she is an Investor in Residence in the Department of Economics at UCLA. She graduated from the University of California, Berkeley, with a Bachelor of Science degree in Political Economy of Natural Resources. She received a Masters of Business Administration from the Tuck School of Business at Dartmouth.
Anders Hall was named Vanderbilt University’s vice chancellor for investments and chief investment officer in July 2013. Anders joined Vanderbilt from Duke University, where he served as head of public securities. He earned his bachelor’s degree from Duke University in economics and public policy studies, going on to the Stern School of Business at New York University for his MBA in economics and finance. He worked at Duke for the past decade, and prior to that he held positions at Hewitt Investment Group (now Aon Hewitt) and Prudential Financial.