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2016

Top 30 Hospital Investment Office Rising Stars

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Hospital investment offices are the newest entrant into the institutional investment universe, and the investment professionals that comprise them are pioneers. These 30 institutional investors have cut their teeth amid tough markets and are proving to be the future leaders of this burgeoning market. Presenting Trusted Insight’s Top 30 Healthcare Rising Stars. Gain insights from healthcare systems at Trusted Insight Alpha Conference 2017.

Cathleen Gorman has served as investment officer at Mount Sinai Medical Center since 2009. Previously, Gorman was vice president at Cliffwater LLC, senior associate at Daylight Forensic & Advisory, LLC, analyst at Paradigm Consulting Services LLC and vice president at Deutsche Asset Management. Gorman is a graduate of the University of Virginia and a chartered financial analyst.

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Adam Smith

Director of Investments

Mercy Health

Adam Smith is the director of investments at Mercy Health, where he manages a $5 billion portfolio of assets across operating, pension and health insurance capital pools. Prior to this, he was an investment strategist at Lancaster Pollard, vice president at Perspecta Trust and vice president at Fund Evaluation Group. He started his career as an analyst for John F. Brown company. Smith has a B.A. in organizational/behavior management from Brown University and is an alumnus of the Delta Tau fraternity. He is chartered financial analyst and chartered alternative investment analyst.

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Jeffrey Blazek is managing director of investments and vice president at New York-Presbyterian Hospital. Previously, Blazek was managing director of Cambridge Associates, portfolio manager at the Teachers Retirement System of Texas, among other roles. Blazek holds an MPA/BBA in accounting and finance from the University of Texas at Austin.

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Jeannie Crone is the director of investments at Providence Health & Services. She is responsible for developing and maintaining internal pricing methodology, oversight of month-end close process, and allocation methodology for the system's investments accounts. Previously Crone was a portfolio manager at The Regence Group. She had also worked at Washington Mutual and Citigroup. Crone graduated from the University of Oregon with a B.A. in political science.

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Alex Wiggins is an associate vice president, treasury at Rush University Medical Center. Prior to this, he was a senior business analyst at Business Logic, a consultant at SS&C Technologies and a senior treasury analyst at ABN AMRO. Wiggins has a B.S. in finance from Indiana University.

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Novisi Nirschl

Director of Private Investments

Memorial Sloan Kettering

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 B.A. from Harvard College.

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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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Dan Bunnell is an investment director at Northwestern Medicine, where he oversees the alternative investments portfolio of its $5.5 billion investment program and heads up the valuation work associated with its acquisitions and affiliations efforts. Prior to Northwestern Medicine, he was a senior analyst of hedge fund research at Mesirow Advanced Strategies, an analyst at Citadel LLC, and a senior associate at KPMG. He has an MBA in finance and behavorial management from The University of Chicago - Booth School of Business and a B.S. in accounting from Villanova University.

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Stacy Jennings

Assistant Vice President, Investments

Intermountain Healthcare

Stacy Jennings has served as assistant vice president of investments at Intermountain Healthcare since June 2014. Jennings is a chartered financial analyst.

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Danielle Villarreal is director of investments at Memorial Hermann Health System, where she works closely with the chief investment officer and staff to oversee the investment portfolios. She has also held investment manager and senior investment analyst roles at the system. Prior to this, Villarreal was a lead financial analyst for CHRISTUS Health and personal banker for Chase Bank. She has an MBA in finance from the University of St. Thomas and a B.S. in finance and marketing from Florida State University.

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Laura Kernaghan is an investments manager at Ann and Robert H. Lurie Children's Hospital of Chicago. Prior to this, she was an equity analyst at Essex Investment Management and an equity analyst at The Burridge Group. She has an MBA in accounting and finance from The University of Chicago Booth School of Business and a B.A. in economics from Loyola University in Chicago.

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Julia Kidd Winterson is director of investments at Dignity Health. Previously, she served as director of private equity and co-investments at the University of California Regents, senior manager of corporate development at Sun Microsystems, associate at Thoma Bravo and analyst at Battery Ventures. Winterson holds a B.A. in government from Harvard University and an MBA from Dartmouth College.

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Alison Svizzero is the director of investments of Boston Children's Hospital. Before joining the organization in 2010, she was the interim CIO at Brandeis University. Prior to that, Svizzero held analyst roles at Meketa Investment Group, State Street Corp, and Cambridge Associates. She received her MBA from Babson University and a B.S. in finance from Bryant University.

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Liz Baldwin is a portfolio manager at Partners HealthCare. Prior to this, she was managing director and portfolio manager of marketable alternatives at Verdis Investment Management, and an associate at Brown University Investment Office. Baldwin has an MBA in finance from the University of Pennsylvania - The Wharton School of Business, where she was a Palmer Scholar, and an A.B. in psychology from Dartmouth College.

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Raigen Padayachee is director of investments at Baylor Scott & White Health, where he manages the $600 million hedge fund and private capital investments. Previously, Padayachee was director of debt at the hospital system, managing director at Edward Jones and vice president at Banc of America Securities, among other positions. Padayachee holds a BBA in finance from Southern Methodist University and an MBA from the University of California, Berkeley.

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David Martin

Director of Alternative Investments

Adventist Health System

David Martin is the director of alternative investments at Adventist Health System. He has been in this role since 2003. Martin holds a bachelor's degree in computer information systems from Boston College.

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Bill Camelio has served as investment strategist at Yale New Haven Health System since December 2014. Previously, Camelio was senior associate, senior analyst and analyst at RogersCasey; and investment specialist at Prudential Financial, among other positions. Camelio holds a B.A. in finance from Merrimack College and an MBA in finance from Northeastern University.

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Craig Robbins is a senior investment strategist at Children's Hospitals and Clinics of Minnesota. He works closely with the hospital's treasurer and provides audit reconciliations to optimize the hospital's investment research and performance. In the past, he held multiple project management positions at law and consulting firms. In his earlier career, Robbins was a investment advisor at Merrill Lynch. He received an MBA from the University of Minnesota and a B.A. from Carleton College.

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Kris Chikelue is an assistant vice president of investments at Memorial Hermann Health System. Prior to this, he was a senior analyst, strategy head at Crestline Investors and an analyst at Ranger Advisors. Kris has an MBA from Harvard Business School and a B.A. in economics from Rice University.

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Nathan Heater

Associate Director, Private Equity

Ascension Investment Management

Nathan Heater is a senior investment analyst covering Ascension’s private equity strategies. Heater previously worked as an officer at US Bank in their Global Securities Solutions division covering a portfolio of commercial bank loan CLOs. He also worked as an analyst for LaSalle Business Credit, the asset-based lending division of LaSalle Bank in Chicago. Heater holds a B.S.B.A. from the University of Missouri, where he completed a triple major in finance and banking, real estate finance, and economics.

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Jill Hoge

Portfolio Manager - Marketable Investments

Advocate Health Care

Jill Hoge is portfolio manager of marketable investments at Advocate Health Care. Hoge has held various position at the hospital system since December 2009. Prior to that, Hoge was an investment banking analyst at BMO Capital Markets. Hoge holds an MBA and a B.S. in finance and science from the University of Notre Dame.

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Baron Koch is the director of investments at CHRISTUS Health. As the director of the investment portfolio, Baron is responsible for the oversight of all of the investment functions of the organization. Baron is a CFA charterholder, received his MBA from The University of Texas at San Antonio and a bachelor's degree in finance from Trinity University.

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Stephen Lee is the director at Kaiser Permanente. Previously he was an analyst at Fremont Group and private wealth management specialist at Wells Fargo & Company. Lee received his MBA from Santa Clara University and a bechelor's degree from the University of California, Berkeley. Lee is a chartered financial analyst.

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Anthony Gattuso

Senior Investment Analyst

Cleveland Clinic

Anthony Gattuso is a senior investment analyst at Cleveland Clinic. He is responsible for investment manager and asset allocation recommendations for a $50 million multi-asset class portfolio, as part of the hospital's $8 billion investment pool. Previously he has held multiple analyst positions within the same firm. Gattuso received his MBA from Cleveland State University and a BBA from Saint Bonaventure University.

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David Jacobs is a senior investment analyst at Indiana University Health. Previously he was a senior investment analyst of real assets at Indiana Public Employees' Retirement Fund. Jacobs received his bachelor's degree from Butler University. He is a CFA charter holder.

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Lela Prodani

Senior Investment Analyst

Mercy Health

Lela Prodani is a senior investment analyst at Mercy Health. Prodani began as an investment analyst at Mercy in November 2013 and was promoted in November 2015. Prior to that, she was a senior technical products and performance analyst at Mercer and an equity trader and mutual fund specialist at Smith, Moore & Co. Prodani holds a bachelor's in international business and an MBA from Webster University. She holds a certificate in investment performance measurement.

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Eddie Duszlak is an investments manager covering public markets at the Texas Children’s Hospital Investment Office, which is responsible for managing $2.8 billion in investable assets. Previously, Eddie worked in the high-yield research group at Franklin Templeton and as an associate on the investment team at Morgan Creek Capital Management. Eddie received an MBA in finance and economics from the University of Chicago, where he graduated with High Honors, and a B.A. in Asian & Middle Eastern Studies from Dartmouth College.

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Jonah Waxman is an investment officer at Mayo Clinic. Previously he was an executive director of global commodities research at J.P. Morgan, and vice president of commodities research and strategy at Curium Capital Advisors, LLC. He has also held analyst roles at Wellington Management Company and Prudential Financial. Waxman received a B.A. in international studies from Colby College. He is a CFA Charterholder.

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Sanket Desai

Manager, Alternative Investments

Trinity Health

Sanket Desai is the manager of alternative investments at Trinity Health based in Livonia, Michigan. He was promoted from senior treasury analyst in December 2015. Prior to Trinity Health, Desai was an analyst at The Eriksen Group. Before that, he was a software engineer for eight years. Desai holds a M.S. in computer science and engineering from Oakland University and a bachelor's degree from L.D College of Engineering in Ahmedabad.

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