Top 30 Endowment Chief Investment Officers
America’s endowments manage huge pools of long-term capital that is deployed to fund community development, cutting-edge research and university programs and scholarships. Without the savvy investing of these talented individuals, many of our nation’s premier institutions would not meet their funding needs. Presenting the Top 30 Endowment Chief Investment Officers. Hear from top endowment chief investment officers and directors at Trusted Insight Alpha Conference 2017.
Stuart Mason is the associate vice-president and chief investment officer at the University of Minnesota, which has $3.30B assets under management. Prior to this, Stuart spent 15 years as a senior investment banker or executive officer in several investment banks including Dougherty & Company, EVERERN Securities, and Dain Rauscher Corporation. He also served for 10 years as a Vice President of Wells Fargo Corporation. Stuart has an MBA in business from the University of Minnesota, and a B.A. in chemistry and biology from St. Olaf College.
David F. Swensen is the chief investment officer at Yale University, managing the university's endowment assets and investment funds, which total $25.57B. Prior to joining Yale in 1985, Swensen worked for Lehman Brothers and Salomon Brothers.
Andrew K. Golden is the president and chief investment officer of Princeton University Endowment Company, which has $22.72B assets under management. He started his career as an intern under David F. Swensen and later became a portfolio manager at Yale University Investment Office. Andrew has an MPPM from Yale School of Management and a B.A. in Philosophy from Duke University.
Scott C. Malpass is the chief investment officer at the University of Notre Dame, which holds $8.57B in assets under management. Scott has held this position for 25 years. Previously, he served in executive roles at St. Joseph Capital Corporation and The Bank of New York Mellon Corporation. Malpass holds a B.S. in Biology and an MBA from the University of Notre Dame.
Seth Alexander is the president of MIT Investment Management Company (MITIMCo), which holds $13.8B in assets under management. Prior to joining MIT, Alexander was a director at Yale University Investments Office under David F. Swensen. Seth holds a bachelor's degree in biology from MIT and is a CFA.
Allison Thacker joined Rice University in 2011 as the president of Rice Management Company, managing a $5.6B endowment fund and the University’s $968M of debt.
Rick Kraich is the vice president and chief investment officer at the West Virginia University Foundation, which has $1.3B in investment assets under management. Previously, Rick was the chief investment officer at Homrich Berg, a senior director of investments at the Georgia Tech Foundation and a director of alternative investments at BellSouth Corporation. Rick holds a Bachelor of Industrial Engineering degree from the Georgia Institute of Technology and an MBA from the University of Florida.
Suzanne Brenner is the chief investment officer of The Metropolitan Museum of Art, which holds $1.7B in assets under management. Prior to this role, Ms. Brenner served as the deputy chief investment officer and associate treasurer of The Metropolitan Museum of Art. Brenner holds a Bachelor of Arts and a Bachelor of Music from the City University of New York at Queens College.
Erik Lundberg is the chief investment officer at the University of Michigan, which has $10B in assets under management. Previously, Lundberg 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.
Pamela Peedin is the chief investment officer at Darmouth College, overseeing the management of the college's $4.6B endowment fund. Prior to joining Dartmouth College, Peedin served as the chief investment officer at Boston University. Peedin is a 1989 graduate of Dartmouth College and a 1998 graduate of the Tuck School of Business at Dartmouth.
Amy Marsh is the chief investment officer and treasurer at The Pittsburg Foundation, which has $3.59B of assets under management. Previously, Amy was a commercial banker at Mellon Financial Corporation and a manager at AT&T Long Lines in Chicago. Amy holds a B.A. from Wittenberg University and a Master of Management from the Kellogg Graduate School of Management at Northwestern University.
Robert Wallace is the president and chief executive officer at the Stanford Management Company, which has $25 billion of assets under management. Previously, Robert was the CEO and chief investment officer at Alta Advisers. He also worked at Yale Univesity Investments Office and Cambridge University. Wallace danced professionally with the American Ballet Theatre, the Boston Ballet and the Washington Ballet. Robert holds a B.A. in economics from Yale University.
Chief Investment Officer, Chief Executive Officer
Lawrence Kochard is the chief investment officer and chief executive officer at the University of Virginia Investment Management Company, which has $7.5B in assets under management. Previously, Kochard served as the chief investment officer at Georgetown University and the managing director of equity and hedge fund investments at the Virginia Retirement System. Kochard holds a B.A. in Economics from the College of William & Mary, an MBA from the University of Rochester and a Ph.D. in Economics from the University of Virginia.
Jonathan C. King is the president and chief executive officer at UNC Management Company, which has $2.99B of assets under management. King's previous roles include associate vice president and director of investments at Dartmouth College, investment officer at New England Mutual Life Insurance Company and senior accountant at PricewaterhouseCoopers. He has a B.A. in Environmental Studies from Middlebury College and an MBA from Amos Tuck School at Dartmouth College. He is also a CFA.
Stephen Blyth is president and CEO at the Harvard Management Company. Previously, Blyth was the managing director and head of global rates proprietary trading group at Deutsche Bank in London and the managing director in derivative products group at Morgan Stanley in New York. Blyth has a Ph.D. in Statistics from Harvard University and an M.A. in Mathematics from Christ's College, Cambridge.
Joseph Dowling has served as the chief investment officer at Brown University since June 2013. From 1998 to 2013, he served as the founder and managing member of Narragansett Asset Management, LLC, a private investment partnership in Stamford, Connecticut. From its formation in 1998 through 2006, Narragansett managed funds for institutions, pension funds and college endowments. After 2006, Narragansett focused on managing Dowling's personal capital and that of a select group of strategic investors. Prior to forming Narragansett, Dowling worked at The First Boston Corporation and Tudor Investments. Dowling holds a B.A. from Harvard College and an MBA from Harvard University.
Peter Holland is the chief investment officer at the Columbia Investment Managemet Company, an investment arm of Columbia University. He oversees the management of the university's $9.6B endowment fund.
Anders Hall is the vice chancellor for investments and chief investment officer at Vanderbilt University. Previously, Hall served as the director of public securities at DUMAC, investment consultant at Hewitt Investment Group and associate manager at Prudential Financial. Hall holds a B.A. in Economics and Public Policy from Duke University and an MBA from New York University.
John Pomeroy is the chief investment officer at Pennsylvania State University. Previously, Pomeroy served as portfolio and product manager at Trinity Investment Management Corp and as vice president and trust investment officer for Mellon Bank Corp. Pomeroy holds a B.S. in Industrial Psychology from Bowling Green State University and an M.A. in Urban Economics from the University of Akron.
Colin Ambrose is the chief investment officer at the UJA-Federation of New York, which has $1.4 billion in assets under management. Previously, Colin was the chief investment officer at The Juilliard School where he started the investment office. Colin holds a B.A from Wesleyan University and an MBA from Rensselaer Polytechnic Institute.
Peter Ammon is the chief investment officer at the University of Pennsylvania. Previously, Ammon served as director at the Yale University Investments Office. Ammon holds a B.A. in Politics from Princeton University and an MBA and an master's degree in International Relations from Yale University.
Chief Investment Officer
Mark A. Schmid is the vice president and chief investment officer at the University of Chicago, which has $7.2B in assets under management. Previously, Schmid served as the vice president and chief investment officer at The Boeing Company. Schmid holds a B.S. in Accounting from the University of Detroit Mercy and an MBA in Finance from Wayne State University in Detroit, Michigan.
John Lane joined The Ohio State University Office of Investments in October 2014 as the chief investment officer and is responsible for the investment management of a $3.63B long-term investment pool. Prior to joining the Ohio State, Lane was the chief investment officer of the $90B Ohio Public Employee Retirement System in Columbus, Ohio since January 2010. Lane holds a B.S. and MBA from LaSalle University in Philadelphia, Pennsylvania.
Chief Investment Officer, Vice President of Investments
Jagdeep Bachher is the chief investment officer and vice president of investments at the University of California Office of the President, which oversees the UC pension, endowment, short-term and total-return investment pools. Previously, Bachher was the executive vice president of venture and innovation at Alberta Investment Management Corp. Bachher holds a Ph.D., a master's degree in Management Science and a bachelor's degree in Mechanical Engineering from Waterloo University.
William H. McLean is the vice president and chief investment officer at Northwestern University, which has $9.9B in assets under management. Previously, McLean was the senior managing director for asset and investment management at the John D. and Catherine T. MacArthur Foundation, Endowment Arm and Investment Officer at Duke Management Company. McLean holds a B.A. in Economics from Davidson College, and an MBA from the University of North Carolina at Chapel Hill.
Julie Van Cleave is the chief investment officer of the University of Wisconsin Foundation. Van Cleave joined the Foundation in 2013 afte 30 years as an equity portfolio manager at OppenheimerFunds, Deutsche Asset Management and Mason Street Advisors (Northwestern Mutual Life), managing top-rated mutual funds and institutional funds. She holds a BBA and an MBA in Finance, Investments and Banking from the University of Wisconsin-Madison.
© 2018 Trusted Insight