Top 30 Sovereign Wealth Fund Rising Stars
Sovereign wealth funds, with their massive capital capacity, are the unsung giants of the institutional investing world. Not only do their investment decisions play a crucial role the economy of their native countries, but these funds also exert influence in the private sector with their engagement in alternative assets. This list features 30 individuals with growing influence in some of the largest state- and country-level funds across the world. Gain insights from a soveriegn wealth fund and other institutional investors at Trusted Insight Alpha Conference 2017.
Ahmed Al Mosa is a venture capital investor at the Abu Dhabi Investment Authority, a position he has held since December 1999. Previously, Al Mosa was a financial analyst at the Abu Dhabi National Oil Company. Al Mosa holds a B.S. in finance and an MPA from Portland State University.
Girish Karira is a senior vice president of GIC, a sovereign wealth fund of the Government of Singapore, which manages total assets estimated at $330 billion, as of 2015. Before joining GIC in 2010, Karira was the principal of Monitor Group, an associate at Stern Stewart & Co., and a consultant at Accenture. He received an MBA from the University of Dehli and a bachelor's degree in engineering from Delhi College of Engineering.
Yup Kim is a senior portfolio manager of Special Opportunities at the Alaska Permanent Fund Corporation, a $54 billion sovereign wealth fund. The flexible mandate, which represents 20% of the Fund’s assets, centers primarily on situations stemming from supply and demand imbalances, capital flight, structural complexities or unique opportunities with asymmetric payoffs and cover a wide spectrum including directly sourced venture capital and private equity transactions, GP co-investments and strategic stakes and partnerships with investment management firms. Most recently, Yup was a vice president and investment committee member at DB Private Equity and has prior work experience at Performance Equity, Silver Point Capital and Citigroup. Yup holds a B.A. in economics from Yale University.
Garrett Cudahey is a fixed income investment officer at Oregon State Treasury, where he is the portfolio manager and trader for the Oregon Short- Term Fund, Oregon's $14 billion state and local government investment pool. He also assists the private market and capital market teams in selecting and overseeing fixed income related investments for the $70 billion Oregon Public Employees Retirement Fund. Previously Cudahey was an investment risk and compliance officer at the Treasury and an audit & assurance senior at Deloitte. He is a CFA, a CPA and a CAIA. He earned a B.S. degree in accounting and finance from Oregon State University and is currently attending Indiana University’s Kelley School of Business pursuing an MBA degree.
Pascal Heberling is the senior portfolio manager of principal investments at the Abu Dhabi Investment Authority. Previously, Heberling was a partner at private equity firm Cinven and vice president at Merrill Lynch. Heberling studied political science at Institut d’Études Politiques de Paris, holds an M.A. in political science from the University of Toronto and an MBA from the University of Toronto & Hong Kong University of Science and Technology.
Charles Magnay is a senior vice president at the Kuwait Investment Office. Prior to this, he was a partner at Altius Associates, a private equity advisory firm and fund of funds, and an investment director at UBS Capital. Charles has an M.Sc. in finance from London Business School and a B.Sc. in management, economics and history from Durham University.
Jolynn Winkler is a senior portfolio manager at Nebraska Investment Council, which manages the investments of over 30 different entities, with a total AUM of $22 billion as of March 31, 2016. Winkler is one of the five staff members on the investment team. She holds a master's and a bachelor's degree in finance, both from the University of Nebraska-Lincoln.
Sohail Lalani is a portfolio manager of principal investments in private equity at the Abu Dhabi Investment Authority. Previously, Lalani worked in mergers & acquisitions at JP Morgan, investment banking at TD Securities, investment banking at Blackmont Capital and as an associate at America Express. Lalani holds a business administration degree (honors) from the University of Western Ontario and an MBA from London Business School and Columbia University.
Marcus Frampton is the director of alternative investments at Alaska Permanent Fund Corporation, where he co-heads a $16B alternatives portfolio including absolute return, private equity, real assets and private credit. Prior to this, he worked in corporate finance and strategic investments for LPL Financial and as vice president at Pacific Corporate Group. He began his career as an analyst and associate at Lehman Brothers. Frampton has a B.S. in business, economics with a minor in accounting from the University of California, Los Angeles, where he was a member of the Pi Kappa Alpha fraternity.
Nicholas Finkelmanv is a senior portfolio manager at Korea Investment Corporation (KIC). He leads KIC's investment grade fixed income portfolio. Previously he was a credit portfolio manager at Ryan Labs Asset Management Inc. and a senior trader at Global Futures LLP. Finkelmanv received a BBA in finance from Pace University.
Nanakjeet Singh Bajwa is the head of private equity and infrastructure at Emirates Investment Authority. Previously, Nanak was an investment director at the Authority, vice president at Fortress Investment Group, vice president and assistant vice president at DVB Bank SE. Nanak holds a bachelor's degree in marine engineering & naval architecture from the Marine Engineering & Research Institute and a master's degree in shipping, trade and finance from Cass Business School, City University London.
Courtney Xiaopeng Wei is a senior portfolio manager at The State Administration of Foreign Exchange (SAFE) Investment Company, which manages China's foreign exchange reserves of $547 billion. She has been with SAFE for five years. Previously Wei was a portfolio manager focusing on emerging markets at Batterymarch Financial Management. She received an MBA from Babson College and a B.S. in computer science of the Central South University in China.
Faisal Abbas is an investment professional managing strategic and direct investments at the Qatar Investment Authority. Prior to this, he was a private equity advisor at KPMG, a director at Advicia Consulting and an associate at Macilvin Moore. Faisal has a B.Sc. in corporate finance, economics and statistics from the Hailey College of Commerce at the Unviersity of the Punjab in Pakistan. He is a chartered financial analyst, member of the Institute of Chartered Accountants in England and Wales.
Andres Rodenas de la Vega manages diversified investments for the International Petroleum Investment Company. Previously, Rodenas de la Vega managed European mergers & acquisitions at UBS Investment Bank, among other positions. Rodenas de la Vega holds an MBA from INSEAD and a bachelor's of law and BBA from Comillas Pontifical University.
Xin Li is a director at the China Investment Corporation (CIC). He leads the private equity, co-investments and direct investments of the CIC's $746.7 billion investment pool. Previously Li was a senior vice president of CIC and a lead investment analyst AEGON USA Investment Management. He received a master's degree in finance from Texas A&M University and a bachelor's degree from Renmin University in China.
Sean Low is a senior vice president of GIC, a sovereign wealth fund of the Government of Singapore, which manages total assets estimated at $330 billion, as of 2015. Low leads GIC's private equity and private debt investments. Previously he held multiple roles at the Singapore Economic Development Board. Low received a master's and bachelor's degree, both from the University of Cambridge.
Hongjie Hu is the director of investments at Temasek Holdings, Singapore's $180 billion sovereign wealth fund. Before joining Temasek in 2008, Hu worked at Bain Capital, H.I.G. Capital and Crosslink Capital. He received his MBA from Harvard Business School, a master's and bachelor's degree in engineering, both from Stanford University.
Lay Seng Khoo is a senior vice president of investments at Khazanah Nasional, a position he has held since Oct 2012. Previously, Seng Khoo was director of M&A at Barclays Capital, vice president of Macquarie Bank, assistant director at Rothschild and associate at ING. Seng Khoo holds a bachelor's degree in electrical engineering from the Imperial College London.
David Simons is the director of private equity at the Future Fund, Australia's sovereign wealth fund that manages $100 billion assets for the federal government. He oversees the investments' private equity portfolio. Prior to this, he was an associate director at ANZ Capital, where he worked on private equity transactions. David has a M.Com. (Honors) in International Business from the University of Auckland.
Adib Martin Mattar is the head of private equity at Mubadala Capital, which was established by the Government of Abu Dhabi and has more than $63.5 billion of assets under management. Martin Mattar is responsible for Mubadala Capital's private equity business, and serves as chairman on the board of portfolio company EMI Music Publishing. Prior to this, he was an investment banking associate at Credit Suisse and a part time consultant at World Bank Group. He has an MBA and M.S. in foreign service, finance and economic development from Georgetown University, and a B.S. in international relations and affairs from The College of William and Mary.
Nicholas Ng is the director of direct investments at Hong Kong Monetary Authority. Previously Ng was an investments manager at Intermediate Capital Group, an consultant at Bain & Company, and an analyst at American Express. Ng graduated from The London School of Economics and Political Science.
Andrew Bunker is public equities portfolio manager at the Texas Permanent School Fund and was an investment analyst at the Fund prior to that. Before joining the fund in 2008, Bunker was a corporate tax analyst at Ryan & Co. Bunker holds a BBA in finance from Texas State University and is an MBA candidate at the University of Texas at Austin.
Starla Bennett is the director of public equity at NM State Investment Council, where she oversees the organization's $8 billion investment pool. Prior to this, she was an assistant equity portfolio manager at NM State Investment Council. Bennett has a Ph.D in economic development from New Mexico State University, an MBA from Auburn University Raymond and a B.A. in economics from the University of North Carolina at Chapel Hill.
Viviana Castro is the London-based principal of direct private equity at Canada Pension Plan Investment Board, the corporation that manages funds contributed and held by Cananda Pension Plan. Previously she was an associate at Credit Suisse and an analyst at CIBC World Markets. Castro graduated from the University of Notre Dame.
Thomas Kalvik is the U.S. - based principal of direct private equity at Canada Pension Plan Investment Board, the corporation that manages funds contributed and held by Cananda Pension Plan. Previously he was an analyst at Goldman Sachs. Kalvik received an MBA from Harvard Business School and a bachelor's degree from Yale University.
Eric Chin is a senior investment analyst at the North Dakota Retirement and Investment Office. Previously, Chin was a proprietary trader at T3 Trading Group, director of research at Fairfield Greenwich Group and assistant vice president at Ivy Asset Management. Chin holds a B.A. in economics from Tufts University and an MBA from the University of Cambridge.
Marwan A. Mohamed is the acting head of alternative investments at the Libyan Investment Authority. His previous roles at LIA include senior specialist and senior investment analyst. Marwan has an master's degree in marketing from Webster Vienna Private University.
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