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2016

Top 30 LPs Investing In Credit

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Credit, as a sub-category of fixed income, is an important asset allocation of institutional investing. During times of high volatility and unpredictable returns, credit is a great diversifying asset type that produces predictable income. This list highlights expert credit investors at leading foundations, university endowments, government pensions and healthcare networks. Presenting the Top 30 LPs Investing In Credit. Gain insights from institutional investors on private credit at Trusted Insight Alpha Conference 2017.  

Jeff French joined the Alfred I. duPont Testamentary Trust in 2007 and currently holds the position of director of public markets. He oversees investments in the global equity, absolute return and fixed income asset classes. Prior to the duPont Trust, French held similar responsibilities as the managing director of public investments for The Duke Endowment. Prior to that, he was director of long-term investments for Duke Energy Corporation where he was the senior investment professional responsible for the management of the company's pension fund, 401(k) and nuclear decommissioning trusts. French holds a B.S. in economics and a M.A. in economics, both from Clemson University.

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Rene J. Canezin

Managing Director, Head of Fixed Income, Credit, and Commodities

Harvard Management Company

René Canezin is managing director, head of fixed income, credit and commodities at Harvard Management Company. Prior to this role, he was managing director, credit, and responsible for overseeing and managing investment activities within fixed income credit markets for HMC’s public markets platform. Prior to joining HMC, Canezin was the head of U.S. credit and global high yeild trading for Barclays Capital based in New York City. Previously, he worked for Lehman Brothers as head of U.S. high yield trading. He has a B.S. in finance from Boston College. He is an active member of American Corporate Partners, serving as a mentor to military veterans.

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Louis Zahorak is senior portfolio manager of fixed income at the California Public Employees' Retirement System. Previously, Zahorak was head of active and index credit portfolio management at Barclays Global Investors, credit research analyst and trader at Ameritech Corp., senior valuation consultant at Wolf & Co. and junior accountant at Warady. Zahorak holds a B.A. in accounting from North Park College and an MBA from the University of Chicago.

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Ronald Chen is the managing director of the Rockefeller Foundation since 2002. Previously, he was a special investment officer at New York State Common Retirement Fund for 12 years. Chen received an MBA and a B.A. in economics from Syracuse University. He is also a CFA Charter holder.

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Ed Yao is managing director at Columbia Investment Management Company. Prior to this, he was managing director at Ritchie Capital Management/ Raven Investment Group and an executive director at Morgan Stanley. Ed has a B.S. in computer engineering from the University of California, Los Angeles and a studied at the University of Chicago Booth School of Business.

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Andrew Russell is director of fixed income investments at the Pension Boards at the United Church of Christ. He also advises the CIO on asset allocation regarding externally managed fixed income strategies. Russell’s primary responsibility is to lead the team that manages the respective in-house Core-Fixed strategies used by the Pension Boards Bond Fund and United Church Funds’ Fixed Income Fund. Prior to joining the Pension Boards-UCC in 2003, Russell spent over 10 years at Chase Asset Management where he held positions as analyst, trader and portfolio manager, managing both Vista mutual funds as well as institutional bond portfolios. He graduated from the University of Vermont with a B.A. in history and political science.

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Brian Morales is the senior investment officer of Fairfax County Retirement Agency. Previously he was the director of investments at the Annie E. Casey Foundation for 12 years. Before that, he was a financial analyst at UPS. Morales received a M.S. in finance and a BBA from Georgia State University.

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Benjamin Cotton is a senior managing director of liquid markets at UAW Retiree Medical Benefits Trust. Prior to this he worked in pension, treasury and audit for Ford Motor Company. He has a BBA in finance from Midwestern State University and an MBA from Thunderbird School of Global Management.

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Since June 2009, Tomasz Wojciechowski has served as head of fixed income at the United Nations Joint Staff Pension Fund. Previously, Wojciechowski served as investment officer at the United Nations, head of the USD desk at Narodowy Bank Polski and vice president of rates sales at Dresdner Kleinwort Investment Bank. Wojciechowski holds a M.S. in finance and banking from the Warsaw School of Economics.

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Vitali Datsenko is a director and portfolio manager of the University of Minnesota, managing part of the university's $1.29 billion endowment under the leadership of Stuart Mason.

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Scott Adams is senior director of investments, liquid strategies at Ohio State University. He focuses on liquid investments for the $3.6 billion long-term investment pool, which includes public equities, fixed income and liquid alternatives. Prior to joining Ohio State in 2007, Adams was vice president and senior portfolio manager at Huntington National Bank, where he was responsible for day-to-day investment management decisions for endowments, foundations and HNWIs. Adams has a B.S. in finance from Franklin University. He is a CFA and an active member of the Columbus CFA Society.

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Dawn Sherman has served as investment officer of fixed income at the New York State Teachers' Retirement System since January 2000. Sherman holds a B.S. in management and technology from Rensselaer Polytechnic Institute.

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Jason Hart

Director of Marketable Investments and Senior Investment Analyst

Case Western Reserve University

Jason Hart is the director of marketable investments and senior investment analyst at Case Western Reserve University Office of Investments, supporting the university's $1.8 billion endowment fund. He is also the portfolio manager of the university’s $150 million defined-benefit pension assets. He has prior experience in wealth management with Chess Financial Corporation of Cleveland and in mutual fund pricing with State Street Corporation of Boston. Hart has a B.A. in economics from the University of Massachusetts, Amherst and an MBA from the Case Western Reserve University.

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Chirag Gandhi

Senior Portfolio Manager of Global Fixed Income

State of Wisconsin Investment Board

Chirag Gandhi is a senior portfolio manager of global fixed income at State of Wisconsin Investment Board, where he manages the $5 billion global fixed income portfolio. He has a M.S. in finance and investment from the University of Wisconsin-Madison and is a Chartered Financial Analyst.

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Brian Erickson is director of investments at Boston University. Previously, Erickson was executive director at Morgan Stanley Investment Management and internal auditor at Weyerhaeuser Company. Erickson holds a BBA in accounting and finance from Pacific Lutheran University.

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David Barcus is the manager of investments at Denison University. He oversees more than $750 million of the university's endowment assets. Previously, Barcus was the vice president of hedge fund manager selection at Amundi Alternative Investment, Inc. for seven years. He received an MBA from DePaul University and a B.S. in accounting from Miami University.

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Burton Yuen is a senior director of financial assets at Kamehameha Schools. Prior to this he was an investment officer at University of California, Regents. He has a BBA from the University of Hawaii at Manoa, and an MBA from the University of California, Berkeley.

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Travis Shore, is managing director at Vanderbilt University, managing public market investments. Previously, Shore was investment director at The Alfred P. Sloan Foundation, director of investments at New York University, director of hedged strategies at the University of Florida Investment Corp., vice president and director at Wachovia and securities lending officer at Merrill Lynch. Shore holds a BBA in banking and finance from the University of North Florida.

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David Morehead

Senior Director of Investments

Baylor University

David Morehead is a senior director of investments at Baylor University, managing the university's endowment assets across multiple asset classes. Previously he had held roles of porftfolio manager at various asset management firms. Morehead received an MBA from the University of Chicago and a B.A. in business and economics from Wheaton College.

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Buck Betten

Manager Of Derivative Strategies

MacArthur Foundation

Buck Betten is manager of derivative strategies at the MacArthur Foundation, where he manages the Foundation’s derivative-based hedging and tactical asset allocation program. Prior to this, Betten worked as an options market maker for Susquehanna Investment Group on the floor of the NYSE Arca options exchange in San Francisco. Before that, he traded for SIG for five years as an equity and index options specialist on the floor of the Chicago Board Options Exchange. Betten has a degree in business economics from Brown University and an MBA with honors from the University of Chicago Booth School of Business.

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Avantika Patel is director of investments at the investment office of Ludwig Institute for Cancer Research. Previously, Patel was performance analyst at Credit Suisse, performance analyst at U.S. Trust and analyst at Lord Abbett. Patel holds a B.S. in Economics from Rutgers University, an MBA from Seton Hall University and an M.S. in finance from NJIT.

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Sean Blatchley is a portfolio manager at Partners HealthCare Investment Office. He oversees $2 billion of the organization's total assets of $13 biilion. He primarily covers credit-oriented alternatives, public and private credit strategies, and private real assets. Previously Blatchley has held roles of fixed income portfolio manager and investment analyst within the organization. He received his master's degree in finance from Boston College and a B.S. in engineering from the State University of New York at Buffalo.

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Claire Fefer

Investment Manager

DUMAC

Claire Fefer is an investment manager for DUMAC, Inc., where she focuses on private investments. She has a bachelor’s degree in mathematics and French from Duke University. She serves on the board of Global Connections for Change, a fundraising arm for local and global community organizations.

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Michael Imbrogno is director of public strategies at the University of Pittsburgh. Previously, Imbrogno served as assistant portfolio manager at BNY Mellon. Imbrogno holds a bachelor's degree in finance from Duquesne University.

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Steven Sterman is senior managing director, head of fixed income at University of California, Office of the Chief Investment Officer. He is responsible for $30 billion of fixed income assets across the working capital, endowment and retirement capital pools. Prior to this, he was a managing director at TIAA-CREF. Steven has a B.A. from Brandeis University and an MBA in finance from New York University, Leonard N. Stern School of Business. He is a Chartered Financial Analyst.

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Matthew Stone

Managing Director of Public Markets and Absolute Return

University of Chicago

Matthew Stone is the managing director for the public markets and absolute return portfolios, a position he has held since 2009. In his role, he oversees a team responsible for investment decisions in public equities, hedge funds, private debt, fixed income and credit. Stone joined the University of Chicago’s Office of Investments staff as a portfolio manager in 1999. Previously, Stone was vice president of the portfolio services group at Arbor Research & Trading, a fixed income consultant for BARRA, a futures contract designer for the Chicago Board of Trade, a computer programmer and a money market trader for a $4.5 billion bank. Stone holds an MBA in finance and marketing from the University of Chicago Booth School of Business, a B.A. in English from the University of Pennsylvania and a B.S. in economics from the Wharton School.

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Syed Haque

Director of Public Markets

UPS Investment Group

Syed Haque is the director of public markets at UPS Investment Group. He oversees the company's defined benefit assets of more than $25 billion. Before joining UPS Investments, he was Senior Investment Risk Analyst at Emory Investment Management. He is a MBA graduate of Duke University Fuqua School of Business and received his M.S. in computer science from George Mason University and B.S. in civil engineering from Indian Institute of Technology (BHU), Varanasi.

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Mark Newcomb is managing director of public markets at Washington University in St. Louis’ Investment Management Company, where he is responsible for public market investments. Prior to this, Newcomb was an investment manager focusing on public markets at the University of Texas Investment Management Company. He has also served as an analyst and portfolio manager for TIAA-CREF’s $2.5 billion high yield group, worked in the equity research department at Bear Stearns and the FAS group at Ernst & Young. Newcomb earned a bachelor’s degree in finance from Texas Christian University and an MBA from the Kenan-Flagler School of Business at UNC Chapel Hill. He is a Chartered Financial Analyst.

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Courtney Powers is the director of marketable alternatives at UTIMCO since 2007. Before that, he was a senior associate of mergers and acquisitions at AT&T. Powers received an MBA from the University of Texas at Austin and a B.A. in English literature from the University of Georgia.

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