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2017

Top 30 University Endowment Rising Stars

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University endowments are often perceived as the pioneers of institutional investing. Endowments have fostered many young minds into the investment leaders and chief investment officers at world’s prestigious investment offices. This list features 30 investment directors, managers, officers and associates commanding significant influence over outperforming strategies at the country’s top university endowments. Presenting Trusted Insight’s Top 30 Endowment Rising Stars.

Mukund Joshi is the associate director of real estate at UTIMCO, where he oversees the university endowment's real estate portfolio. Joshi joined UTIMCO in 2009, first as an analyst on the real estate team and worked up the ranks. Previously, he was a portfolio manager at MBA Investment Fund. Prior to finance, Joshi was a design engineer, having worked for Motorola and Hewlett Packard. He holds an MBA from the University of Texas at Austin, a M.S. in computer and systems engineering from the University of Houston and a bachelor's degree in mechanical engineering from Kuvempu University.

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Will Mirshak is an investment officer at UTIMCO. He is responsible for the credit alternative assets of the endowment fund. Before joining UTIMCO in January 2017, Mirshak was a senior vice president at Mesirow Advanced Strategies, a Chicago-based hedge fund, and an investment banker at Macquarie Capital, among other roles. Mirshak holds an MBA from The University of Chicago and a bachelor's degree in economics from the University of Richmond.

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Matt Mendelsohn is a director at Yale Investments Office. He focuses on the leveraged buyout, venture capital and timber portfolios, in addition to helping with asset allocation. He joined Yale in 2007. Mendelsohn graduated from Yale College with a B.S. in physics and became a CFA charterholder in 2011.

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Neil Shah

Manager of Private Investments & Real Assets

Northwestern University Investment Office

Neil Shah is the director of private investments and real assets at Northwestern University. Previously, he was a senior investment associate at Gordon & Betty Moore Foundation from 2007 to 2009 and an investment banking analyst at Lehman Brothers from 2002 to 2005. Shah holds an MBA from the University of California Berkeley and a bachelor's degree in American Stuties from Northwestern University.

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Brad Demicco is the director of private markets at Emory Investment Management. He manages the private market investments of Emory University's $7 billion endowment portfolio. Previously, he was a private equity manager at the Employees Retirement System of Texas. Prior to that, he worked for a family office and at Xerox Global Services. Mr. Demicco has a J.M. from Emory University School of Law, an MBA from the University of North Carolina at Chapel Hill and a bachelor's degree from the University of Georgia.

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Michael Rainey is a member of the 17-person global investment staff at MIT Investment Management Company (MITIMCO). Previously, he was an investment professional at LLR Partners. Prior to that, he was an investment professional at TA Associates and an analyst at Goldman Sachs. Rainey holds an MBA in general management from Harvard Business School and a bachelor's degree in chemical engineering from the Massachusetts Institute of Technology.

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Jake Eld is a senior investment analyst at the University of Oregon Foundation. He is involved in due diligence and research across all asset classes. Prior to joining Oregon in March 2015, Eld was a portfolio manager at Umpqua Bank for five years and a credit analyst at Summit Bank. Eld holds a BBA in finance from Idaho State University. He is a Chartered Financial Analyst.

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Amy Zhou has been a senior associate at Princeton University Investment Company (PRINCO) since 2008. Zhou holds a B.S.E., cum laude, in operations research and financial engineering from Princeton University and a bachelor's degree from the Lawrenceville School.

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Sarah Anderson

Senior Manager of Alternative Investments

University of Missouri System Endowment

Sarah Anderson is the senior manager of alternative investments at the University of Missouri System. Previously, she was a securities accountant at the Simmons Cooper Law Office. Prior to that, she was a personal banker at U.S. Bank. Anderson holds a bachelor's degree from Southern Illinois University Edwardsville.

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Cecilia Arreola is the real estate manager at Rice Management Company. She oversees the direct investments, joint ventures and commingled funds of Rice University’s $5.5 billion endowment fund. Previously, she was the assistant portfolio manager and a portfolio management analyst at the Lionstone Group. Prior to that, she was a transaction coordinator of investment services at Moody Rambin interests. Arreola holds an MBA from the University of Texas at Austin and a bachelor's degree, cum laude, in sociology from Rice University.

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Timothy Dolezal has been the investment director of private equity at the University of Notre Dame since 2007. He manages the private equity asset class of Notre Dame's $3 billion endowment fund. Previously, he was the assistant investment director of public equity at the University of Notre Dame and an analyst at Stadium Capital Management. Dolezal holds a BBA, summa cum laude and valedictorian, in finance and accounting from the University of Notre Dame. He is also a Chartered Financial Analyst.

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Mary Mei is the director of public and private fund investments at the Stanford Management Company. Previously, she was an associate of private equity group at Goldman Sachs. Prior to that, she was a summer associate at International Finance Corporation and associate of private equity at TPG Capital. Mei holds an MBA from Harvard Business School and a B.A. from Dartmouth College.

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Andrew Choquette is the director of Investments at Grinnell College, where he manages hedge fund/absolute return, private equity, venture capital, public equities, and real asset opportunities. Previously, he held strategy roles at Nike and Samsung and managed long/short equity and event driven hedge fund investments for Credit Agricole. Choquette started his career in the restructuring practice at Ernst & Young. He is also a board member at PYXERA Global and CultureALL. Choquette holds an MBA in international business, finance and social enterprise from Northwestern University and a B.A. in economics from Grinnell College.

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Ying Hosler has been with the Office of Investment Management, Pennsylvania State University since September 2008. She is involved in all aspects of managing and investing the University’s $3.6 billion Long-Term Investment Pool, with a primary focus on Marketable Portfolios. Currently Ying is the primary leader for the $1.5 billion Global Equity Portfolio and the secondary leader for the $500 million Diversifying assets, responsible for asset allocation, manager sourcing and ongoing due diligence. Prior to joining the Penn State Investment Team, Hosler had over a decade of broad business experience in both U.S. and China. Hosler received her MBA from Yale School of Management in 2006. She also holds a master's in international finance from Beijing University. In 2015, her translated book for The Elements of Investing (Burton G. Malkiel & Charles D. Ellis) was published in China.

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Erik Ogren is an investment manager at Carnegie Mellon University, where he works with the investment team across all asset classes. He has 16 years of professional experience in private equity, mergers and acquisitions and capital markets. Prior to Carnegie Mellon, Ogren was the vice president at Cliffwater LLC and an associate of advisory at LP Capital Advisors. Ogren holds an MBA from the University of California, Berkeley, and a B.A. from the University of California San Diego. In addition, he studied Japanese abroad at the International Christian University. He is also a Chartered Financial Analyst.

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Jakob Midmark is an investment manager at the University of Minnesota endowment. He is responsible for the real assets portfolio of the university endowment. Previously, he was a senior investment analyst with the same organization. Before joining the University of Minnesota in 2014, Midmark was an investment analyst at ATK, an aerospace and defense company. Midmark holds an MBA and a bachelor's degree in finance and accounting, both from the University of Minnesota.

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Sunil Mulani is a director at the University of Pennsylvania, where he is responsible for investments in natural resources. He also supports UPenn's investments in real estate. Previously, he was vice president at Jasper Ridge Partners, a multi-family office, where he underwrote primary, secondary and co-investments in real assets. Sunil began his investment career in 2005 at Commonfund Capital, a fund-of-funds, where he focused on private equity managers globally. Sunil holds an MBA from the Wharton School of Finance.

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Gary Padula has been the investment director at Brown University for more than 10 years. He role includes sourcing, reviewing, and monitoring investment managers across all asset classes for the university's $2 billion endowment fund. Padula holds a bachelor's degree from Brandeis University. He is also a Chartered Financial Analyst.

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David Demeter is the manager of investments at the University of Michigan. He has been with the university endowment since 2005, managing the an endowment pool of $9.7 billion (as of June 30, 2016). Demeter holds an MBA from the University of Michigan and a B.S. in economics from Duke University. He is also a Chartered Financial Analyst.

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Allison Fitzgerald is an investment officer at The University of Washington Investment Management Company. She manages the endowment fund's global investments with a focus on emerging markets and the endowment's environmental, social, & governance investment initiatives. Previously, she was the director of corporate development at Liberty Dialysis LLC and an associate at Ignition Partners. Fitzgerald holds an MBA from Dartmouth College and an A.B. in economics from Harvard University.

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Adam Hamill is associate endowment officer at Bowdoin College. Previously, Hamill was investment analyst at Q Investments, vice president at Gates Capital Management and analyst at Bank of America Securities. Hamill holds a B.A. in political science from Yale University. He is also a Chartered Financial Analyst.

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Kip Doble is a senior investment analyst at Amherst College where he assists with manager diligence, asset allocation, and risk management for the school’s $2.8 billion endowment. Before joining Amherst, he was an analyst at New York Life Investment Management. Doble has a B.A. in economics from Connecticut College, a Certificate in General Management from the Stanford Graduate School of Business and is an MBA Candidate at Columbia Business School.

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Maxwell Pasterczyk is an associate at Columbia Investment Management Company, where he began as an investment analyst in July 2012 before assuming his current role in July 2015. Prior to that, he was summer investment research analyst at Tualane University Endowment. Pasterczyk holds a B.S. in management, finance, legal studies and economics from Tulane University.

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Caitlin Fitzmaurice is director at the University of The Virginia Investment Management Company (UVIMCO), where she began as an associate in July 2014 before assuming her current role in March 2017. Previously, Fitzmaurice was an investment consultant at Cambridge Associates. She holds a B.S. in accounting and finance from Georgetown University and an MBA from the University of Virginia.

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Chris Bartholomew is director of investments at the University of North Carolina Management Company. He began at the company in May 2004 as an intern and worked his way to analyst, associate director of private investments and associate director of investments before assuming his current position in July 2014. Bartholomew holds a B.S. in business administration and information science from the University of North Carolina at Chapel Hill.

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Fred Nunez is currently a managing director at the University of Southern California Investment Office. Fred joined the University in 2007 and heads the private equity and fixed income asset classes for the University’s endowment. Previously, he worked for Goldman Sachs in its investment management division. He holds an MBA from the University of Southern California Marshall School of Business and a B.A. in economics from Stanford University.

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Courtney Agar is a senior associate at the Harvard Management Company, where she oversees alternative assets in real estate. Previously she was the assistant vice president at Jones Lang LaSalle, an analyst at Bank of America Merrill Lynch and a summer analyst at the Bank of America Securities. Agar holds a bachelor's in business administration from the University of North Carolina at Chapel Hill.

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Derek Andren is a senior associate of private investments at Williams College. Previously, he was a senior associate of venture capital and private equity at Accolade Partners and an associate of financial instruments and structured products at Pricewaterhousecoopers. Andren holds a BBA in finance from the George Washington University School of Business. He is also a CFA Level III Candidate from the CFA Institute.

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Matt Hill is the associate portfolio manager of private equity at The University of Chicago. His role includes sourcing and assessing new investment opportunities, maintaining and evaluating existing manager relationships, and is involved in portfolio construction. Previously, he held a corporate office role at the University of Pittsburgh Medical Center. Hill holds an MBA from the Chicago Booth School of Business and a B.S., magna cum laude, in applied economics and management from Cornell University.

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Tianhao Wu is an investment associate in the office of investments at Rockefeller University. Previously, he was a hedge fund research analyst at Analytical Research US LLC and a private equity summer analyst at CICC. Prior to that, he was an undergraduate research assistant at the University of Michigan. Wu holds a master’s in financial engineering from Cornell University, a bachelor’s in materials science and engineering from the University of Michigan and a bachelor’s in mechanical engineering from Shanghai Jiao Tong University. He is also a Chartered Financial Analyst and a Financial Risk Manager.

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