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2016

Top 30 Pension Fund Chief Investment Officers

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These 30 chief investment officers manage more than $1.3 trillion in assets for millions of retirees in the United States. These professionals are at the forefront of an industry that's slow to evolve, under constant scrutiny and vital to the wellbeing of many average Americans. Nonetheless, they operate at the top of their field to prudently protect the benefits of their constituency. Presenting the Top 30 Pension Fund Chief Investment Officers. Hear from top chief investment officers at Trusted Insight Alpha Conference 2017.

Scott Evans is the deputy comptroller for asset management, and the chief investment officer of New York City Retirement Systems, a pension with $78.5 billion in assets under management. Previously, Evans served as external advisor to ABP Investment Committee. He holds an M.M. from Northwestern University’s Kellogg School of Management and a B.A. in Economics from Tufts University.

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Kirk Stebbins is the chief investment officer of Oklahoma Teachers' Retirement System, a pension with $13.7 billion in assets under management. Previously, Stebbins served as CIO at COAERS. Holding an MS from Texas A&M University with over 25 years experience working with institutional investments in various capacities, Stebbins enjoys the application of current quantitative investment finance techniques to monitor and improve portfolio structure and design.

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John Morrow

Chief Investment Officer, Deputy Executive Director

State Teachers Retirement System of Ohio

John Morrow is the chief investment officer of State Teachers Retirement System of Ohio, a pension with more than $77 billion in assets under management.

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Brian Collett is the chief investment officer of Missouri Local Government Employees Retirement System, a pension with over $6.9 billion in assets under management. Previously, Collett served as senior research manager at South Carolina Retirement Systems. Collett holds an MBA from Butler University's College of Business Administration.

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Farouki Majeed is the chief investment officer of School Employees Retirement System of Ohio (SERS), a pension with $12.6 billion in assets under management. Previously, Majeed served as CIO for CalPERS. Majeed holds an MBA in Finance/Intl Business from Rutgers, The State University of New Jersey-Newark.

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Rodney June is the chief investment officer of Los Angeles City Employees' Retirement System, a pension with $14.1 billion in assets under management. Previously, June was the Chief Investment Officer of the State of Hawaii Employees’ Retirement System, where he managed an $11 billion portfolio. He holds an MBA in Business Administration from Auburn University.

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David Villa is the chief investment officer of The State of Wisconsin Investment Board, a pension with $102 billion in assets under management. Previously, Villa served as chief investment officer for the Florida State Board of Administration, and he holds a MBA Kellogg School of Management, Northwestern University.

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Ajit Singh is the chief investment officer of Houston Firefighters' Relief and Retirement Fund, a pension with $3.9 billion in assets under management. Previously, Mr. Singh served as chief risk officer and deputy to the chief investment officer at the United Nations, and he holds an MBA in Finance from the University of Georgia.

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Gary Dokes is the chief investment officer of Arizona State Retirement System, a pension with $31 billion in assets under management. Previously, he was the head of the ASRS investment trading desk and fixed income portfolio manager. He holds a Bachelor of Finance from San Diego State University, and a MBA from Olin School of Business, University of San Diego.

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Christopher Ailman is the chief investment officer of California State Teachers’ Retirement System (CalSTRS), where he oversees an investment portfolio valued at approximately $186.1 billion. Prior to joining CalSTRS, he was the CIO at Washington State Investment Board. Ailman has a B.A in business economics from the University of California, Santa Barbara.

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Michael Trotsky is the executive director and chief investment officer of the Massachusetts Pension Reserves Investment Management (PRIM) Board, a pension fund with $62 billion assets under management. Trotsky's work at PRIM was preceded by a 25-year career in the private sector, most recently as SVP and portfolio manager at PAR Capital Management. Trotsky received a BS in electrical engineering from the University of Pennsylvania and an MBA from the University of Pennsylvania, Wharton School.

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Patrick Franey is the chief investment officer for Houston Police Officer's Pension System, a pension fund with $1.9 billion assets under management. Franey holds a BSBA in accounting from the University of Missouri at Columbia and is a certified public accountant and a chartered financial analyst.

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Scott Davis is the interim chief investment officer of the Indiana Public Retirement System, a pension fund with approximately $30.2 billion in assets under management. Previously, Scott Davis was the deputy chief investment officer and director of public equity at the Indiana Public Retirement System. Davis received a B.S. with honors in accounting and finance from the Kelley School of Business at Indiana University.

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Robert Beale is the chief investment officer of the Louisiana State Employees' Retirement System, a pension fund with $5.2 billion assets under management. He received his Bachelors of Business Administration/Finance from the University of Louisiana, Lafayette and his Masters degree in Finance, from LSU.

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Vicki Fuller is the chief investment officer at New York State Common Retirement Fund, a pension fund with $173.5 billion assets under management. Previously, Fuller was the senior vice president and director in the institutional marketing public funds group at AllianceBernstein. Fuller has a bachelors degree from Roosevelt University and a masters degree in Business Administration from the University of Chicago.

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Richard Shafer is the chief investment officer of Ohio Public Employees' Retirement System, a pension with $91.5 billion in assets under management. Previously, Shafer served as deputy director in the company's investment division since 2009. Shafer studied at Stanford University and obtained a Bachelor of Arts degree from Dartmouth College.

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Ashbel Williams

Chief Investment Officer, Chief Executive Officer

Florida State Board of Administration

Ashbel Williams is the chief executive officer and chief investment officer at Florida State Board of Administration, a pension fund with $175.1 billion assets under management. Prior to joining, Williams served as managing director and head of investor relations at Fir Tree Partners L.P. Williams holds an MBA and a BS degree from Florida State University.

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Gary Bruebaker is the chief investment officer for the Washington State Investment Board, a pension fund with $103.4 billion assets under management. Prior to joining the Washington State Investment Board, Bruebaker served as deputy state treasurer for the Oregon State Treasury. Bruebaker received his MBA from the University of Oregon and B.S. in Business from Oregon State University.

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James Perry is the chief investment officer of the Dallas Police and Fire Pension System (DPFP), a pension fund with $3 billion assets under management. Prior to coming to DPFP, Perry served as assistant vice chancellor & assistant CIO for the Texas Tech University System. Perry received his MBA from National University and earned his Bachelor of Science in Biochemical & Biophysical Sciences from the University of Houston.

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Randy Baum is the chief investment officer of the Denver Employees Retirement Plan, a pension fund with $2.2 billion assets under management. Previously, Baum served as director of the Colorado Health Facilities Authority, a financing vehicle for public and nonprofit healthcare institutions. Baum holds a BS in finance from the University of Colorado at Boulder and a MS in Finance from the University of Denver. Baum is also a chartered financial analyst.

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William Coaker is the chief investment officer of San Francisco Employees Retirement System, a pension fund with $20.3 billion assets under management. Previously, he was the senior managing director at University of California. Coaker received his MBA from Golden Gate University, and B.A in accounting from Loyola Marymount University.

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Bob Jacksha is the chief investment officer for New Mexico Educational Retirement Board, a pension fund with $11 billion assets under management. Prior to being appointed as CIO of New Mexico Educational Retirement Board, he was the deputy CIO at the New Mexico State Investment Council. Jacksha received an MBA from the University of St. Thomas and a Bachelor's degree in Business Administration from Bemidji State University.

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Girard Miller is the chief investment officer of Orange County Employees Retirement System, a pension with $12.1 billion in assets under management. Previously, he was the president of Janus Mutual Funds and also served as chief operating officer of Janus Capital Group, Inc. Miller earned a B.A from University of Washington, a Master's in Public Adminstration at the Maxwell School of Public Affairs at Syracuse University, and a Master's in Economics from Wayne State University.

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Jennifer Paquette is the chief investment officer of the Colorado Public Employees' Retirement Association (Colorado PERA), a $40 billion pension plan. Prior to joining Colorado PERA, Paquette was vice president and institutional account executive for Merrill Lynch, Pierce, Fenner & Smith, Inc. She received a Master's of Science degree from the London School of Economics and received a Bachelor of Arts degree from Boston College.

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Jonathan Grabel is the chief investment officer at New Mexico Public Employees Retirement Association of New Mexico managing a pension fund with $14.5 billion assets under management. Previously, he was the chief investment officer at Montgomery County Public Schools. Grabel graduated from the University of Chicago, Booth School of Business with an MBA in Finance and graduated from the University of Pennsylvania, The Wharton School with a B.S in Economics.

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Sam Masoudi is the chief investment officer at Wyoming Retirement System, and pension fund with $7.3 billion assets under management. Previously, he was the managing director at Tulane University. Masoudi graduated from Babson College with a B.S. in finance and investments.

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Dhvani Shah is the chief investment officer of Illinois Municipal Retirement Fund, a pension fund with $34.9 billion assets under management. Previously, Shah was the managing director of private equity of the $89.9 billion New York State Teachers' Retirement System. Shah has a BBA from Loyola University and an MBA from the University of Chicago Booth School of Business.

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Jeremy Wolfson, chief investment officer, currently manages the investment section of the $12 billion Los Angeles Water and Power Employees' Retirement Plan. He is responsible for all pension plan asset classes including broad equity, fixed-income, real-estate, private-equity, real return and cash. Prior to joining DWP, Mr. Wolfson worked for the Los Angeles City Treasurer for two years where he was responsible for actively managing the City's $7.5 billion dollar fixed-income portfolio and was promoted to Chief Investment Officer just prior to transferring to the pension plan. Jeremy holds a BS in finance from California State University, Northridge and an MBA from Pepperdine University. He is also a member of the CFA Institute and the CAIA Association.

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Greg Brunt is the chief investment officer for the Houston Municipal Employees Pension System, a governmental defined pension plan with $2.2 billion assets under management. Previously, Brunt worked at American General Corporation in Houston. Brunt holds a B.S from Texas A&M University and a MBA from the Owen Graduate School of Management at Vanderbilt University.

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