Top 30 Future CIOs At Pension Funds
Trusted Insight's Top 30 Future CIOs At Pension Funds highlights seasoned investment directors, deputy CIOs, investment officers and managers with the experience and investment savvy worthy of managing an investment office of their own. Gain insights from top institutional investors at Trusted Insight Alpha Conference 2017.
Margot Wirth is director of private equity at CalSTRs, and previously held roles as portfolio manager and investment officer within the organization. Prior to this, Margot was a manager specializing in valuations at PricewaterhouseCoopers in San Francisco and New York. She has a B.S. in Chemical Engineering from the University of Virginia.
Since Februrary 2000, Steve Huber has served as director of alternative investments at the State Teachers Retirement System of Ohio. The pension fund is a combination defined benefit and defined contribution plan, but is primarily defined benefit (92%). Huber holds a B.A. in economics from Kenyon College and an MBA from the University of Chicago.
Bruce Fink is a deputy chief investment officer of public markets at Kansas Retirement System, where he is responsible for a $14.4B public markets investment program. Prior this this, Bruce was a director of investments at Saint Mary's College, Notre Dame and Hufford Financial Advisors. He also previously served as chief investment officer at the Indiana Public Employees Retirement Fund. He is a CFA, and has a masters in Applied Economics from the University of Central Florida, and a bachelors in Finance from the University of Akron.
Ben Cayhono is the director of alternative investments at Georgia Division of Investment Services, overseeing the private equity investments. Previously Cayhono managed private equity and hedge funds at Delaware Investments, and worked as a portfolio manager at Florida State Board of Administration. Cayhono holds an MBA in finance from the University of Dayton and a bachelor's degree in business from Ohio Dominican University.
Laura Hotaling is assistant manager of private equity at the New York State Teachers' Retirement System, a defined benefit pension fund. Hotaling works with the $18 billion private equity program, which is comprised of 206 funds and 86 general partnerships. Previously, she served as investment officer of private equity for NYSTRS, as associate at LGT Capital Partners, as research coordinator at Meritage Group and as assistant financial manager at Katzenbach Partners. Hotaling holds a B.S. in economics from University of Pennsylvania.
Peter Murphy is a senior investment officer of private equity at Virigina Retirement System. Prior to this, he was a partner at StefanJames Advisors, a mid-market financial advisory firm, and a director at PricewaterhouseCoopers. He has a BBA in accounting from the University of Notre Dame.
William Proom is the managing director of investments at Maine Public Employees Retirement System. Prior to this position, Proom was a portfolio manager at Global Forest Partners for 17 years. Proom received an MBA and a B.A. in English literature from Dartmouth College.
Angela Miller-May is director of investment at the Chicago Teachers' Pension Fund, a defined benefit pension fund, where she oversees alternative investment managers. Previously, Miller-May was a senior business analyst and department manager at Fiserv Remittence and Check Solutions. Miller-May holds an MBA from DePaul University.
Andrew Krech is a director of private markets at Minnesota State Board of Investment, where he previously held the role of investment officer. Prior to this, he was a senior investment analsyt at Macalester College, and a senior performance analyst at Nuveen Investments. He has an MBA in Financial Analysis from DePaul University, and a B.A. in Mathematics, Spanish and Art History from Macalester College.
Deputy Chief Investment Officer
Jude Perez is the deputy chief investment officer at New Mexico Public Employees Retirement Association, recently promoted from portfolio manager's position in 2015. Perez holds an MBA from the University of New Mexico and a B.A. in philosophy from the University of Nevada.
Director of Private Equity
David Haas is director of private equity at South Carolina Retirement System Investment Commission, a group of five defined benefit plans. Previousl, Haas was a senior associate at University of Virginia Investment Management Company and was principal at Florida Capital Partners, a private equity firm. Haas holds a B.S. in finance from University of Virginia.
Tom Masthay is director of real assets at Texas Municipal Retirement. Prior to this, he was a principal investment analyst at NextEra Energy, and a director of real assets at Kentucky Retirement Systems. He has an MMBA in Finance and a B.B.A. in Finance and Economics from University of Kentucky. He joint-published an article on Considerations Around Placements Agents in the Journal of Private Equity (December 2012).
Greg Turk is the director of investments at Teachers' Retirement System of Illinois. Previously, he was a product manger at Thomson Financial and a portfolio manager at Investors Management Group. Turk holds an MBA from the University of Virginia and a bachelor's degree from the University of Illinois at Urbana-Champaign.
Eric Lang is senior managing director of real assets and private equity at Teachers’ Retirement System of Texas, a defined benefit pension fund. Lang is responsible for formulating and directing the investment strategy and portfolio construction of the fund's 15% allocation to real assets. Previously, Lang was a managing director with Kennedy Wilson Austin, asset manager with American General Corporation. Lang holds a B.B.A. from the University of Texas in Austin and and an MBA from the University of Houston. His is a certified CCIM and Texas Real Estate Broker
Sharmila Chatterjee Kassam is the deputy chief investment officer at the Employees Retirement System of Texas, and previously held roles within the organization as chief of staff, director of strategic relations within the investments division, aand ssistant general counsel of investments and securities. Prior to this, she was the chief operating officer and general counsel at an education and media startup. She has a J.D. and a B.B.A in Accounting from the University of Texas at Austin.
Gerald Yahoudy is the managing director of private equity at New York Teachers' Retirement System. He was a private equity manager at the same organization before stepping up to his curernt role in 2015. Before working in investment, Yahoudy was an accountant and auditor. He has a master's degree in accounting from SUNY Polytechnic Institute.
Laurel Butler is a senior portfolio manager of State of Wisconsin Investment Board. She has been in this role for 20 years since 1996.
Director of Private Equity
Michael Bailey is director of private equity at Massachusetts Pension Reserves Investment Management. Prior to this, he was a director of manager selection at HighVista Strategies, and a director of private equity at Lucent Asset Management. He has a B.A. in Economics from Northwestern University.
Samir Sidani is senior director of investments at Ohio State University, with a focus on illiquid investments for the long-term investment pool, including private equity, natural resources, real estate, infrastructure and private credit. Prior to joining Ohio State in 2016, Sidani led the $9B private equity allocation at the Ohio Public Employees Retirement System (OPERS). He has also worked at National City Bank in the private client group and as an analyst for their private equity and hedge fund of funds. Sidani received a B.A. in economics from the University of Rochester.
Brian Rogers is director of real assets at Indiana Public Retirement System, which manages the assets of various public retirement funds. Previously, Rogers served as investment analyst at Lumina Foundation for Education and investment officer at Indiana PERS. Rogers holds a B.A. in Mathematics from Indiana University Bloomington and an MBA from University of Indianapolis.
Bartley Parker is managing director of real estate investments at Maine Public Employees Retirement System. Prior to this, he was vice president at ICR, an investor relations advisory and capital markets strategy consultancy, and a senior research associate at RBC Capital Markets. He is a CFA and CIAI, and has an MBA from Boston University School of Management and a bachelors in Economics from Westfield State University.
David Felix is the director of alternative investment of Pennsylvania State Employees' Retirement System. Previously he worked at Mercer Investment Consulting, Syracuse University and New York State Teachers' Retirement System, mainly managing private equity and other alternative assets. Felix graduated from Hofstra University in 1994.
Jim Elkins is senior investment manager at State of Michigan Retirement Systems, which manages various public retirement funds. Previously, Elkins worked in corporate analysis and investor relations at Fifth Third Bank and as a large-cap equity analyst for State of Michigan Retirement Systems. Elkins holds a B.A. in finance from Michigan State University and an MBA from Central Michigan University.
Jerry Meyer is the investment manager of alternative and real assets at Arkansas Teacher Retirement System. Meyer currently manages a $1.7 billion portion of the $14.2-billion defined benefit pension plan. Outside this role, Meyer has run his own real estate company, Jerry Meyer Properties, LLC, for 22 years. Meyer graduated from the University of Arkansas at Little Rock in 1985.
Benjamin Frede is a senior investment officer at Missouri State Employees' Retirement System, where he focuses on illiquid alpha strategies. He held previous roles at the organization, including investment officer and investment performance and risk analsyt. He is a CFA and CAIA, and holds an MBA and B.Sc. in Business Administration, Finace and Banking, Economics and Real Estate. Benjamin is also an advisor on the Police Retirement Board for the City of Columbia, Missouri.
Natalie Jenkins Sorrell is the deputy chief investment officer at City of Dallas Employee Retirement Fund. She is responsible for the design and implementation of overall investment strategy and policy. She joined Dallas ERF in 2006 and has led efforts in private equity, real estate, global equity, and master limited partnership (MLP) allocations of more than $600 million collectively. Sorrell previously worked at GE Capital. She holds an MBA from the Wharton School of University of Pennsylvania and a bachelor's degree from Spelman College.
Dan Bienvenue is is global equity investment director at California Public Employee’s Retirement System. Previously, Bienvenue served as principal and senior portfolio manager with Barclays Global Investors and as sales and trading in the analyst program with J.P. Morgan Securities. Bienvenue holds a degree in Economics from the University of California. He holds CFA and CAIA charters.
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