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2015

Top 30 Healthcare Institutional Investors

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While many long-established industries have been disrupted by more efficient processes backed by advances in hardware and software, healthcare remains a relatively untapped market, but not for long. Here are the Top 30 Healthcare Institutional Investors. Hear from healthcare systems at Trusted Insight Alpha Conference 2017.

William Lee

Chief Investment Officer

Kaiser Permanente

William Lee, CFA, is the chief investment officer of Kaiser Permanente, which manages more than $75 billion in assets. Previously, Lee served as chief investment officer of Levi Strauss & Co. and as senior vice president and chief investment officer at Bank of America. Lee is a graduate of California State University-Hayward.

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David Holmgren is chief investment officer of Hartford HealthCare, Connecticut’s premier integrated hospital and care system. Holmgren manages Hartford HealthCare’s $2.2 billion pension, endowment, and insurance assets by overseeing risk management, portfolio construction, asset allocation, manager selection and investment operations.

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Landis Zimmerman joined HHMI as vice president and chief investment officer in 2004. He is responsible for investing the Institute’s endowment. Zimmerman graduated from the University of Pennsylvania with a BS in economics, and received his MBA from Penn’s Wharton School. Show more

George Rehm

Managing Partner, Managing Director

Aeris Capital AG

George Rehm, J.D. serves as the managing partner and managing director at Aeris Capital AG. Previously, Rehm served as a managing partner at FirstVentury Equity GmbH and as a partner at the Weitnauer Law Firm from 1999 to 2002. He holds a BSFS from Georgetown University and JD from the University of California, Hastings College of Law.

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Apurva Mehta is a managing director of investments at the Fort Worth, Texas-based Cook Children's Health Care System. He makes strategic asset allocation recommendations for the system's $1.1 billion investment portfolio. Previously, Mehta served as a director at the Juilliard School and a vice president at Neuberger Berman. Mehta holds a BBA in finance and accounting from The George Washington University.

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David E. Erickson, CFA, is the chief investment officer at Ascension Investment Management where he oversees the administration, management and coordination of all investments, totaling approximately $30 billion. Prior to joining Ascension, he served as chief Investment officer at the University of Wisconsin's $2.2B foundation. Erickson holds a bachelor’s degree in economics from Wheaton College, Wheaton, Ill. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of St. Louis.

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Dina Richard

Chief Investment Officer, Senior Vice President

CHE/Trinity Health

Dina Richard has been chief investment officer, senior vice president of treasury and treasurer at Trinity Health Corporation since December 01, 2014. Prior to joining Trinity Health, Richard served as vice president of investments for Taubman Ventures Management. Richard holds an MBA in finance and international business from Wayne State University in Detroit and BA in Business Administration from the University of Michigan. She is also a certified public accountant.

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John Barker is the chief investment officer of Partners HealthCare, managing a investment portfolio including long term, aggregate bond, money market, and ERISA investment pools. Previously Barker was a managing director at Harvard University endowment and an alternative asset manager at Wellesley College. Barker holds a MBA from University of Pennsylvania - The Wharton School and a bachelor's degree from Dartmouth College.

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Gloria Reeg

Chief Investment Officer, Senior Vice President

New York - Presbyterian Hospital

Gloria Reeg is senior vice president and chief investment officer for New York - Presbyterian Hospital, overseeing NYP’s $5 billion investment program including endowment and retirement assets. Prior to joining the hospital in 2007, Ms. Reeg served as Treasurer and chairman of the investment committee for the $2 billion Casey Family Programs foundation. Reeg BS in mathematics from the University of Wisconsin and an MBA from the Kellogg School at Northwestern University.

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Scott Pittman

Chief Investment Officer, Senior Vice President

Mount Sinai Medical Center

Scott Pittman is the chief investment officer and senior vice president at the Mount Sinai Health System. Previously, Pittman served as a director of investments at Baylor University, while also teaching finance courses at the university.

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Philip Rotner is the first-ever chief investment officer at Boston Children's Hospital. Previously, Rotner served as a managing director at the MIT Investment Management Company. Rotner holds a bachelor of arts in economics from Amherst College and an MBA from the University of Chicago.

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Mike Ward is the director at Lurie Investments, a family office managing the wealth of the Ann and Robert H. Lurie family. He has held this position since 2009.

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Bob Ward was instrumental in establishing the Kaiser Permanente Venture Fund in 2000 and is responsible for managing the pipeline of new venture prospects, as well as leading investment evaluations and financing decisions. Prior to joining Kaiser Permanente in 1997, Bob pursued a career in banking at Wells Fargo and other financial institutions. He holds a MBA in finance from the University of California at Berkeley and a BA in Economics from the University of Washington.

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Avantika Patel is an investment director at the Ludwig Institute for Cancer Research, which has $1.2 billion in assets under management. Previously, Patel was a performance analyst at Credit Suisse and the U.S. Trust. Patel holds an MBA from Seton Hall University.

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Tatyana Beldock is a senior director of New Ventures at Johnson & Johnson Innovation. Previously, Beldock founded and ran an investment advisory company, FireRock Advisors, to source and evaluate investments in healthcare innovation for private equity, venture capital and family office clients. Beldock earned a BS with honors from Carnegie Mellon University and an MBA from the Harvard Business School.

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George Mateyo

Senior Director of Investments

Cleveland Clinic

George Mateyo is a senior director of investments at the Cleveland Clinic. Previously, Mateyo was a senior consultant and managing director at Hartland & Co. Mateyo holds a BA in political sciences and economics from Wittenberg University and an MBA in Finance from Case Western Reserve University.

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Novisi Nirschl is a director of private investments at the investment office of Memorial Sloan-Kettering Cancer Center. Nirschi oversees private equity and real asset investments for the endowment. Previously, Nirschi was a vice president at Fortress Investment Group where she primarily made investments in private equity and real asset funds and co-investments for the Fortress Partners Fund in New York. Nirschi holds an MBA from Stanford University's Graduate School of Business and a BA from Harvard College.

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Jordan Kramer is a managing director at Kaiser Permanente Ventures. Prior to Kaiser Permanente Ventures, Kramer was a strategy consultant at Bain & Company and Cambridge Strategic Management Group. Kramer holds a BA in history from Cornell University and an MBA in entrepreneurial studies and Finance from Chicago Booth.

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Maurice Gordon is the managing director and head of private equity at Guardian Life Insurance. Previously, Gordon served as a senior manager for the State of Michigan co-investment private equity fund, head of private equity at Hartford Insurance and head of private equity at Cigna Insurance Group. Gordon is a chartered financial analyst and holds a masters in economics from the University of Illinois.

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Michael Horst is a director of investments at the Cleveland Clinic. Previously, Horst was an investment manager at Texas Tech University Endowment and a vice president and investment officer at Richard K. Mellon and Sons, a foundation and family office. Horst holds an MBA from Miami University.

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Jeff Calcagno is on the New Ventures team at Johnson & Johnson Innovation, California. Jeff joined the Johnson & Johnson Family of Companies in February 2011 and helped to establish the California Innovation Center. He also worked for 18 months making and managing venture investments for Johnson & Johnson. A licensed physician, he has over two decades of diversified healthcare and business experience.

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Mark Barnard is the managing director of private investments at Howard Hughes Medical Institute's endowment. Mr. Barnard is responsible for the management of a $5 billion private investment portfolio. Previously, Mr. Barnard was associate director of real estate at MIT and worked in urban planning and development in both the public and the private sectors. Mr. Barnard holds a BA in Urban Planning from the University of Cincinnati, a master’s degree from Harvard University and has completed course work in finance as a special student at the Sloan School of Management at MIT.

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Ryan Bailey is a senior investment director at Children's Medical Center of Dallas. Previously, Bailey served as a senior advisor at Cross River Advisors LLC, investment officer and interim CIO at The Meadows Foundation and a senior financial analyst at Sabre Holdings. Bailey is a chartered financial analyst, a chartered alternative investment analyst and a chartered market technician.

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Evan Wildstein is a member of Kohlberg’s Investment Committee and is responsible for leading the execution and monitoring of certain new and existing Kohlberg investments. Wildstein joined Kohlberg in 1994 and became a Partner in 1999. Prior to joining the firm, he was with Dean Witter Reynolds in the Acquisition and Private Finance Group. Wildstein holds a BBA from the University of Michigan.

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Yongbai Choi

Venture Capital Program

Vulcan Capital

Yongbai Choi focuses on early-stage venture capital investments for Vulcan Capital. Prior to joining Vulcan, Mr. Choi was a part of the IP Acquisitions and Investments group at Microsoft Corporation. Before joining Microsoft, he was a member of the mergers and acquisitions group at Oppenheimer & Co. (formerly CIBC World Markets) and, earlier, worked in the health care investment banking group at Cowen & Co. Mr. Choi received his BS in engineering management systems from Columbia University.

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Jeffrey Chang is a senior director in private equity at Guardian Life. Previously, Chang spent more than nine years in various positions at Performance Equity Management. Chang holds a bachelor of arts in economics from New York University and an MBA from Columbia University.

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Steven Hosier

Assistant Director, Investments

Cleveland Clinic

Steven Hosier is an assistant director of investments at the Cleveland Clinic. Previously, Hosier was a manager of investments at the Minneapolis Foundation and a vice president of corporate finance at Miller, Johnson, Steichen, Kinnard. Hosier holds a master's from the University of Oregon and a BA from The Ohio State University.

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Noah Lewis

Managing Director, Healthcare

GE Ventures

Noah Lewis is a managing director at GE Ventures, specializing in healthcare IT, digital health, clinical services and medtech investments across high-growth company lifecycle stages—from series A to growth equity. Prior to entering venture capital, Noah led corporate strategy for the $10B GE Healthcare Systems division. Noah holds a masters degree from MIT and a BS from Skidmore College.

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Liz Rockett is a principal at Kaiser Permanente Ventures, where she focuses on investments in healthcare IT, digital health and technology-enabled services. Rockett holds her BA from Princeton University and an MBA and a Masters of Public Health from the University of California Berkeley.

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Leslie Bottorff

Managing Director, Healthcare

GE Ventures

Leslie Bottorff is a managing director at GE Ventures. Bottorff invests in start-up companies in the healthcare industry, specializing in digital health, medical device technology and emerging business models. Leslie joined GE Ventures in 2014 after 16 years of experience in venture capital investing as a managing director with ONSET Ventures. Bottorff holds a BA in biomedical engineering from Purdue University and an MBA from Harvard Business School.

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