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2019

Top 30 Investors At Next-Generation Leading Endowments

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Many university endowments will have a shift in their leadership in the next three to five years, which is why we are on a mission to identify the brightest thinkers in investment offices. These investment professionals hold the unique responsibility of helping shape their organization into a leading endowment. Their investment talent does not go unnoticed as they are positioning themselves well to become future Chief Investment Officers. Presenting Trusted Insight's 2019 Top 30 Investors At Next-Generation Leading Endowments.
Kavita Nayar is an investment manager of private capital at Duke Management Company (DUMAC), the endowment arm of Duke University. Previously, she worked for 11 years at Goldman Sachs in London and New York and was a vice president at Goldman Sachs Asset Management. Nayar holds a master's degree from Yale University and a bachelor's degree from Stanford University. Show more
Bruce MacDonald is the managing director at VCU Investment Management Company, where he is responsible for investment strategy and hedge fund manager selection for mid-sized university endowment. Previously, he was the founder and managing partner at Crayna Capital, a financial advisory firm specializing in mission-related investment strategies. Prior to that, he was chief investment officer at Simple Alternatives. MacDonald holds an MBA in finance at Columbia Business School and a B.A. in religion from Wesleyan University. Show more
Cynthia Nascimento is a director of investments in the New York University Investment Office, which she joined in 2012. She is a senior member of the investment team, specifically responsible for public and private equities and credit, with generalist responsibilities across the portfolio. Prior to joining NYU, Ms. Nascimento was a Vice President at Marathon Asset Management, a $10 billion global credit investment manager, where she focused on distressed and situational investments. Prior to Marathon, she was an Associate at CHS Capital, a middle-market private equity firm, and an Analyst in the Investment Banking division of William Blair & Company. Ms. Nascimento holds a Bachelor of Science in Finance from the University of Illinois at Chicago and a Master of Business Administration from Harvard Business School. Show more

Josh Ross

Director of Investments, Private Markets

University of Wisconsin Foundation

Josh Ross is the director of private markets at the University of Wisconsin Foundation. He joined the organization in January 2019. Prior to joining Wisconsin, he was the co-head of private equity and senior investment officer at the Teacher Retirement System of the State of Illinois. He also served as vice president of HBE Biorefinery Co, impact investor with a family office and part of the Ulupuno initiative, as well as part of the private equity team at Liberty Mutual for 11 years. Ross holds an MBA in Finance from Boston University and a bachelors degree in psychology and political science from the University of California. Show more

Keith Rohr

Associate Director Of Investments

Case Western Reserve University

Keith Rohr has been an associate director of investments at the Case Western Reserve University since 2012. He is responsible for supporting the chief investment officer and investment directors with sourcing, monitoring, due diligence and analysis for all asset classes in all portfolios Previously, he worked as a research analyst at Highland Consulting Associates in Westlake, Ohio. Rohr holds an MBA from the Weatherhead School of Management at Case Western Reserve University and a B.S. degree in business administration from The Ohio State University. He holds a Chartered Financial Analyst designation. Show more

Sara Orr

Director of Investments

Hamilton College

Sara Orr is the director of investments at Hamilton College. Previously, she was the director of private equity at Bowdoin College Investment Office, where she also held titles such as investment associate and associate director of private equity within the organization. She is also an ambassador at Girls Who Invest Inc., a non-profit organization dedicated to increasing the number of women in portfolio management and executive leadership in the asset management industry. Orr holds a B.A. in English and French from Bowdoin College. Show more

Jeffer Choudhry

Senior Managing Director & Head of Investments

Carnegie Mellon University

Jeffer Choudhry is the senior managing director and head of investments in the investment office at Carnegie Mellon University. Previously, he worked in the investment office at the Museum of Modern Art (MoMA) in New York. Prior to joining MoMA, Choudhry worked in investment banking at Bank of America Merrill Lynch and Morgan Stanley, helping underwrite $40 billion of equity and equity-linked offerings. He began his career as an integrated circuit designer at LSI Logic Corporation. Choudhry earned his MBA from the Yale School of Management and his B.S. in electrical engineering from the University of California, Los Angeles (UCLA). He is also a CFA charterholder. Show more
Sharcus Steen is the director of investments at the University System of Maryland Foundation, where he monitors all investments for the USMF portfolio. Previously, he was a senior investment director for Cambridge Associates, where he worked with nonprofit clients on general investment issues such as asset allocation strategy, manager selection, and investment program evaluation. Prior to that, he worked in consulting both at Ericsson as a senior consultant in their strategy consulting division and at Booz Allen Hamilton as an Associate. Steen holds an MBA from the Kellogg School of Management at Northwestern University and a master's degree in organizational behavior with a dual bachelor's degree in economics and psychology from Stanford University. Show more
David Smith is the treasurer at Syracuse University, where he supports the university's outsourced chief investment officer for the university. He has an extensive understanding of portfolio management including fixed income, equities, derivatives, private equity and hedge fund investments. Prior to joining Syracuse, he was a partner at Bay Hills Capital Management. He holds an MBA from Syracuse University and a B.S. in operations & marketing management from Western Illinois University. Show more
Nan Chen is a senior investment analyst at the West Virginia University Foundation. She has been with the organization since 2011 and has held a few investment-related positions. Chen expects an MBA from Carnegie Mellon University next March, holds an M.S. in finance from West Virginia University and a bachelor's degree from Zhejiang University. She also holds a Chartered Financial Analyst designation. Show more

Mark Waite

Director of Endowment Investments

University of Utah

Mark Waite is the director of endowment investments at the University of Utah. His professional career includes a blend of accounting and investment experience. He began his career with an international accounting firm in Salt Lake City and later worked in corporate finance for various Utah companies, holding positions of audit manager, director of finance, and corporate controller. In the investment arena, he has institutional experience in portfolio management and has also managed private client accounts as a wealth manager for Smith Barney. Mark holds a B.S. in accounting from the University of Utah and is a licensed CPA. Show more
Geoff Krug is an investment manager at the University of Minnesota Endowment, where he is responsible for the hedge fund program as well as parts of the endowment's private equity and real asset allocations. Previously, he was a Research Analyst at Albourne Partners in London, where he covered a variety of alternative strategies including commodity-focused hedge funds, trade finance, infrastructure, and agriculture. Krug holds a Bachelor of Arts in English with a minor in economics from Miami University and also studied at the Moscow State Institute of International Relations. Show more
Tianhao Wu is the director of investments at The Rockefeller University, which has a $2.3 billion investment portfolio. Tianhao focuses on asset allocation and manager selection primarily overseeing public equities as well as Asian public and private investments. Prior to joining Rockefeller in 2014, he worked at Analytical Research, an investment consulting firm, where he helped advise European corporate pensions and endowments on hedge fund investments. Tianhao received his Master of Financial Engineering degree from Cornell University and dual B.S. degrees from the University of Michigan and Shanghai Jiao Tong University. He is a Chartered Financial Analyst and Financial Risk Manager charterholder. Show more

John Dailey

Director of Investments

Amherst College

John Dailey is the director of investments at Amherst College, where he helps manage the $2.4 billion endowment supporting investment strategy and portfolio creation. Previously, he was a senior investment officer at Boston College and a consulting associate at Cambridge Associates. He holds an MBA from Boston College Carroll School of Management and an undergraduate degree from Boston College. Show more

Angelique Sellers

Senior Director, Portfolio Management

Pennsylvania State University

Angelique Sellers is a senior director at the Pennsylvania State University’s endowment investment office, which has $4.5 billion in assets under management. She joined the Office of Investment Management at Penn State University in 2011. Previously, she was co-chief investment officer of Anchor Point Capital LLC, an investment management firm providing hedge fund of funds solutions to institutional clients. Sellers holds a bachelor's degree in linguistics at Moscow State Linguistic University. She holds a Chartered Financial Analyst designation. Show more

Nita Prasad

Associate Director of Investments

Brandeis University

Nita Prasad is the associate director of investments at Brandeis University, where she evaluates investments on behalf of the university's endowment across several asset classes including hedge funds and private equity. Previously, she interned at Harvard Management Company. She also served as a senior researcher at Harvard Business School, where she worked with Professor Noam Wasserman on his second book, Life is a Startup. Prior to that, she was vice president of operations and investments at TRANZACT and an associate of media private equity at Veronis Suhler Stevenson. Nita holds an MBA from Harvard Business School and a B.S. in economics from the University of Pennsylvania, the Wharton School. She also serves on the board of trustees of Kripalu Center for Yoga and Health, the largest yoga and wellness center in the United States. Show more

Kate Butler

Investment Manager, Private Equity & Venture Capital

Rice Management Company

Kate Butler is the investment manager focused on private equity and venture capital at Rice Management Company. Previously, she worked in private equity, investing out of a $1.5 billion pool of capital at Bank of America Merrill Lynch; in real estate, repositioning a $6.6 billion portfolio at Equity Group Investments/Equity Commonwealth; and in investment management, refining the strategy at Invesco. Butler holds an MBA from The Wharton School at the University of Pennsylvania and a bachelor's degree from Yale University. Show more
Jake Kriegsfeld joined the Investment Management Office in June 2013 after completing an internship with the Endowment the previous summer. He graduated summa cum laude from Tulane's A. B. Freeman School of Business in 2013 with a BSM in Finance and as a member of the William Wallace Peery Society, which recognizes 15 graduating seniors for academic excellence. He also graduated with a minor in Spanish and completed an international business program in Madrid, Spain. Jake is a CFA charterholder. Show more

Renee Hanna

Director of Investments, Private Investments

Baylor University

Renee Hanna is the director of investments at Baylor University. She is currently responsible for investing and management of the private equity and real asset allocations for the portfolio. Prior to joining Baylor University, she was an associate investment strategist at Lee Financial Corporation, a multi-family investment office. She holds a BBA in finance from Baylor University Hankamer School of Business. Show more
Till Wieczorek is an investment manager at the University of Pittsburgh, where he helps oversee the investment portfolio helping create the portfolio strategy and investment allocation. Previously, he was a research analyst at Ned Davis Research and an Associate at KJT Investments. Wieczorek holds a B.A. in economics from Kenyon College. Show more
David Marone is an investment manager at Virginia Tech Foundation where he leads all aspects of the investment process including sourcing, due diligence, legal review, monitoring and exit for the endowment. He manages over $400 million across public and private strategies with a heavy focus on alternatives and direct investments. David has experience across equity credit and real assets in the U.S. and Europe. He also sits on the board of Ventana Exploration and Production which is a privately held non-operated oil and gas company. David holds an MBA from the Virginia Polytechnic Institute and State University. Show more

Kasia Karapuda

Senior Investment Officer

Oberlin College

Kasia Karapuda is the senior investment officer at Oberlin College. Karapuda joined the organizations as an investment analyst in 2008. She has since then served as a senior investment and risk analyst, director of investment analytics and risk management and interim director of investments. Prior to joining Oberlin College, Karapuda was an analyst at Erie Management Group and assistant to Member of the European Parliament. Kasia holds a B.A. in intelligence studies from Mercyhurst University and is a CFA Charterholder. Show more
Zack McGuire is the director of investments at the University of Georgia Foundation. Previously, he was the investment director at Emory University. Prior to that, he was a generalist investment professional at Phillips Exeter Academy. McGuire holds an MBA from Emory University and a B.S. in finance from the University of Maine. He holds a Chartered Alternative Investment Analyst designation. Show more
Joanna Pratt is a managing director at The Johns Hopkins University. Previously, she was a director at Stanford Management Company. Prior to Stanford, Pratt worked at a fintech startup. She also spent five years at hedge fund Citadel Investment Group where she was a portfolio manager in energy commodities. Pratt holds an MBA from Stanford University and a B.A. in economics and a certificate in finance from Princeton University. She holds the CFA designation and serves on the board of the Maryland State 529 College Investment Plan. Show more
James Berta joined the Berkeley Endowment Management Company in 2017 as an investment associate. Prior to joining BEMCO, Berta was an investment banking analyst in the Financial Institutions Group at Wells Fargo Securities. He earned his B.B.A. in finance from Michigan State University. Show more
Brad Demicco is the director of private markets at Southern Methodist University, responsible for developing an investment strategy, monitoring existing portfolio investments and recommending new investments for SMU’s private investments program. He joined SMU in 2017 after three years as director of private markets at Emory University. Prior to Emory, he spent five years at Employees Retirement System of Texas and three years at Patriarch Partners, LLC. Demicco earned his B.B.A.in finance from the University of Georgia, his MBA in finance and real estate from The University of North Carolina at Chapel Hill, and his JM in Transaction Law from Emory University School of Law. Show more
Libby George is the director of Investments at NC State University. Libby is an experienced executive with a long history of working in the higher education industry. Libby graduated from Auburn University with a Bachelor's Degree in Accounting. Show more

Brenda Li

Senior Investment Analyst

Phillips Academy

Brenda Li is a senior investment analyst at Phillips Academy, where she has served since 2013. Previously, Li was an analyst on the wealth management team at McLagan Partners, and her first experience as an allocator was as an intern at the investment office of the Museum of Modern Art. Li holds a B.S. in finance and marketing from the New York University Stern School of Business. Show more
Brian Erikson is the director of investments at Boston University, where he covers covering hedge funds, private equity, private real estate, private television assets and long-only equity managers. Previously, he was an executive director at Morgan Stanley Investment Management, where he served for 8 years. Prior to that, he was an internal auditor at Weyerhaeuser Company. Erickson holds a bachelor's degree in accounting and finance from Pacific Lutheran University. Show more

Brett Salafia

Director, Operations and Investments

Wesleyan University

Brett Salafia is the director of operations and investments at Wesleyan University, where he has served since 2005. His responsibilities include monitoring and verifying third party investment performance reporting, managing operational activities, and assisting in manager due diligence. He also acts as a liaison with the University’s Office of Finance and Administration, auditors, custodians, and external counsel. Prior to joining Wesleyan, he held investment accounting, audit, and treasury positions at Phoenix Investment Partners, Cigna, ING, and Aeltus Investment Management. Salafia graduated with a B.S. in finance from Quinnipiac University. He received an MBA in finance from the University of Hartford. Show more

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