Top 30 Public Pension Rising Stars
Public pension funds protect and propagate the benefits of American retirees in good times and bad. These 30 real estate, real assets and equities specialists have strong career momentum and produced robust 2016 returns for their respective asset class, despite challenging market conditions. Presenting the Top 30 Public Pension Fund Rising Stars:
Steve Price is the senior investment officer of global private equity at the School Employees Retirement System of Ohio. At the retirement system, Price is responsible for building and maintaining an international, high-caliber private equity portfolio; selecting and monitoring the fund’s investment managers; and hiring, training and developing junior staff. Price has served in various roles since joining the retirement system in February 2006, including interim director of investments during a leadership transition. Previously, Price served as investment analyst at Ohio Public Employees Retirement System. Price holds a B.S. in finance from Franklin University, an MBA from University of Dayton and the chartered alternative investment analyst designation.
Mike Rosborough is a senior portfolio manager at the California Public Employees Retirement System (CalPERS). He is in charge of the fund's international, emerging markets and inflation-linked fixed income investments. In addition, he oversees the fund's currency management activities. Prior to joining CalPERS in 2010, Rosborough worked in London for Citigroup as a strategist and proprietary trader. He holds a B.A. (with honours) in economics from the University of British Columbia, an M.S. in economics from the London School of Economics and an MBA with distinction from Harvard Business School.
Jason Morrow is the deputy chief investment officer at Utah Retirement Systems. Since 2007, he has served as portfolio manager, senior analyst and analyst within the organization before stepping up to current position. Previously, Morrow was an associate at University Venture Fund and served various positions at Ingenix Health Intelligence (UnitedHealth Group Company). He received an MBA and a B.S. in finance from the University of Utah.
Senior Investment Officer - Absolute Return and Diversifying Strategies
Ken Musick is the director of diversifying strategies at Teachers' Retirement System of the State of Illinois, which has $43 billion in assets under management. He is responsible for the pension fund's absolute return and diversifying strategies allocations. Prior to this, he was the vice president of hedge fund research at Northern Trust Global Investments and a hedge fund analyst at Allstate Investments. Musick holds a B.A. in economics from the University of Chicago. He is also a chartered financial analyst.
Travis L. Haney is a Senior Investment Manager at the State of Michigan Department of Treasury. He leads a team responsible for sourcing, evaluating, negotiating, and monitoring private equity investments including buyout, venture capital, mezzanine, and special situation partnerships with a focus on comparable direct, secondary, and co-investment opportunitiess. Treasury’s Bureau of Investments manages over $60 billion in retirement funds for Michigan's state police, judges, state employees and public school employees. Over $10 billion of those retirement funds are managed by the Private Equity Division. Prior to joining the Bureau of Investments, Mr. Haney was a portfolio manager at Coe Capital Management, LLC, a Chicago registered investment advisor for high-net- worth individuals and families, where his duties included investments, compliance, and operations. Previously, he worked as a securities compliance examiner in the Division of Investment Management of the Securities & Exchange Commission out of the Chicago Regional Office. Mr. Haney received his B.B.A., summa cum laude, from Western Michigan University in Finance with a minor in Economics. He holds CFA and CAIA charters, and is a member of the CFA Society of Chicago- and West Michigan, and of the Chartered Alternative Investment Analyst Association.
Daniel Crews is the director of private euqity at Tennessee Consolidated Retirement System, where he manages the pension's private equity portfolio. Crews' responsibilities include performing primary due diligence on private equity and venture capital investments, managing an outbound effort to source, select and maintain manager relationships, and executing all major compliance and reporting functions for the program. Prior to his current role, Crews served as senior analyst and interim director of private equity for the pension system.
Tom Masthay is the director of real assets at Texas Municipal Retirement System since 2015. He manages the real assets portfolio of the pension’s $25-billion investments pool. Prior to this, Tom was a principal investment analyst at NextEra Energy Inc., and a director of real assets at Kentucky Retirement Systems. He has an MBA in finance and a BBA in finance and economics from the University of Kentucky.
Deputy Chief Investment Officer
Jude Perez is the deputy chief investment officer at New Mexico Public Employees Retirement Association, recently promoted from portfolio manager's position in 2015. Perez holds an MBA from the University of New Mexico, a B.A. in philosophy from the University of Nevada and a chartered alternative investment analyst designation.
Tyson Pratcher is director of opportunistic investments and absolute return at the New York State Common Retirement Fund, where he manages a $6 billion global investment portfolio that seeks to take advantage of short- and medium-term market dislocations through alternative fixed-income products, cross-asset class products, direct transactions and niche strategies. Prior to join the retirement fund, Pratcher was managing director at a hedge fund, served as senior advisor to then-U.S. Senator Hillary Clinton and was an associate at the law firm Davis, Polk and Wardwell. Pratcher holds a B.A. in political science and government and a J.D. from Columbia University School of Law.
Brian Rogers is director of real assets at Indiana Public Retirement System, which manages the assets of various public retirement funds. Previously, Rogers served as investment analyst at Lumina Foundation for Education and investment officer at Indiana PERS. Rogers holds a B.A. in mathematics from Indiana University Bloomington and an MBA from the University of Indianapolis.
Gary Ratliff is the director of the opportunity fund at the Colorado Public Employees Retirement Association. He also serves on the investment advisory committee at Fort Lewis College and as Troop 117 committee chair for Boy Scouts of America. Previously, Ratliff was a senior investment consultant at Watershed Investment Consultants, chief investment offiicer at Texas Tech University, chief investment officer at Denver Public Schools Retirement System and senior investment officer at Sovereign Financial Services. Ratliff holds an M.S. in finance from the University of Denver and a BBA in finance from the University of New Mexico. Ratliff also holds chartered financial analyst and chartered alternative investment analyst designations.
Gerald Yahoudy is the managing director of private equity at New York Teachers' Retirement System. He was a private equity manager at the same organization before stepping up to his curernt role in 2015. Before working in investment, Yahoudy was an accountant and auditor. He has a master's degree in accounting from SUNY Polytechnic Institute.
Laura Hotaling is assistant manager of private equity at the New York State Teachers' Retirement System, a defined benefit pension fund. Hotaling works with the $18 billion private equity program, which is comprised of 206 funds and 86 general partnerships. Previously, she served as investment officer of private equity for NYSTRS, as associate at LGT Capital Partners, as research coordinator at Meritage Group and as assistant financial manager at Katzenbach Partners. Hotaling holds a B.S. in economics from the University of Pennsylvania.
David Felix is the director of alternative investments at Pennsylvania State Employees' Retirement System. Previously he worked at Mercer Investment Consulting, Syracuse University and New York State Teachers' Retirement System, mainly managing private equity and other alternative assets. Felix graduated from Hofstra University in 1994.
Chris Eckerman is a senior investment officer of private equity direct investments at State of Wisconsin Investment Board. Prior to this, Eckerman was a director at Covera Ventures, a $100 million early-stage technology venture capital fund. He has an MBA and a BBA, both in finance from the University of Texas at Austin.
Pat Reinhardt is a senior investment officer at Iowa Public Employees' Retirement System. He has been in this role since 2000, managing the pension fund's alternative investments. He holds an MBA from the University of Iowa.
Eneasz Kadziela is an investment officer at New York City Employees' Retirement System. He manages the private equity investments for the $163.1 billion pension fund. Prior to joining the pension system, Kadziela worked as a director of research and fund relations at Small Business Investor Alliance. He holds an B.A. in economics from Rutgers University.
Jerry Meyer is the investment manager of alternative and real assets at Arkansas Teacher Retirement System. Meyer currently manages a $1.7 billion portion of the $14.2 billion defined benefit pension plan. Outside this role, Meyer has been running his own real estate company, Jerry Meyer Properties, for 22 years. Meyer holds a BBA in finance from the University of Arkansas at Little Rock.
Sharmila Chatterjee Kassam is the deputy chief investment officer at the Employees Retirement System of Texas, and previously held roles within the organization as chief of staff, director of strategic relations within the investments division, and asa ssistant general counsel of investments and securities. Prior to this, she was the chief operating officer and general counsel at an education and media startup company. She holds a J.D. and a BBA in accounting from the University of Texas at Austin.
Benjamin Frede is an investment officer of private equity and private credit at the Public School Retirement System of Missouri. Previously, he was the senior investment officer of illiquid alpha strategies at the Missouri State Employees' Retirement system. He also held roles at the organization as an investment officer and investment performance and risk analyst. Frede holds an MBA and B.S. in business administration, finace and banking, economics and real estate from the University of Missouri-Columbia. Frede is an advisor to the Police Retirement Board for the City of Columbia, Missouri. He holds the chartered financial analyst and chartered alternative investment analyst designation.
Andrew Kresh is director of private markets at the Minnesota State Board of Investment and previously held the role as investment officer within the organization. Prior to this position, he was a senior investment analyst at Macalester College, a senior performance analyst at Nuveen Investments and a senior investment risk analyst at Northern Trust. Krech holds an MBA in financial analysis from DePaul University and a B.A. in mathematics, spanish and art history from Macalester College. He holds the chartered financial analyst and chartered alternative investment analyst designation.
Angela Miller-May is director of investment at the Chicago Teachers' Pension Fund. Previously, Miller-May was a senior business analyst and department manager at Fiserv Remittence and Check Solutions. Miller-May holds an MBA from DePaul University and received a B.A. in economics from Northwestern University.
Ben Cayhono is the director of alternative investments at Georgia Division of Investment Services, overseeing the private equity investments. Previously, Cayhono managed private equity and hedge funds at Delaware Investments, and worked as a portfolio manager for private equity at Florida State Board of Administration. Cayhono holds an MBA in finance from the University of Dayton and a B.A. in business from Ohio Dominican University.
Neil Randall is the director of private equity at the Teacher Retirement System of Texas. He has been in this role since 2007. Previously, Randall was an associate at Convergent Investors and Dell, and an analyst at PricewaterhouseCoopers. He has a BBA and M.S. in finance from Texas A&M University.
Glenn Hosokawa is the co-director of fixed income at California State Teachers’ Retirement System. He is responsible for the pension fund's $22.4 billion fixed income investments, the funds’ second largest asset class.
Paul Shantic is the director of inflation sensitive at California State Teachers’ Retirement System. He lead the inflation sensitive team that help CalSTRS' portfolio generate returns above inflation and provide downside protection.
Anthony Breault is a senior real estate investment officer the at Oregan State Treasury. He has been in this role since 2006. Breault is a former officer at the U.S. Navy and served as a general manager at Jones Lang LaSalle. He holds a bachelor's degree in international relations from Jacksonville University.
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