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2015

Top 30 University Endowment Investors In Hedge Funds

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Hundreds of billions are invested each year by the top university endowments in the United States, and a portion of that figure is allocated to hedge funds. Here are the top 30 endowment chief investment officers and directors who manage a combined $34.7 billion in the realm of hedge funds. Hear from hedge fund investors at Trusted Insight Alpha Conference 2017.  
Peter Holland is the Chief Investment Officer at the Columbia University Investment Office, which has $9.2B in assets under management. Show more

Brad Demicco

Director, Private Markets

Emory University

Brad joined Emory Investment Management in 2014. His responsibilities include qualitative and quantitative research and investment underwriting within the Private Market and Natural Resources segments. Prior to joining Emory, he was a portfolio manager at the Employees Retirement System of Texas where he was responsible for alternative investments across multiple strategies and geographies. He previously held positions at Patriarch Partners and RPC where he focused on private equity and real estate investments and Xerox Global Services where he worked as a management consultant. Brad received an MBA from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill and a BBA from the Terry College of Business at the University of Georgia.

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Matthew Stone

Managing Director of Public Markets and Absolute Return

The University of Chicago Endowment

Matt Stone is the Managing Director of Public Markets and Absolute Return for the University of Chicago's $7.55B Endowment. Show more
Sally Dungan is the Chief Investment Officer for Tufts University Endowment, which has $1.6B in assets under management.  Show more
Jason Matz is the Chief Investment Officer for Carleton College Endowment, which has $792M in assets under management. Show more
Amy is the Director of Hedged Strategies for Washington University Investment Management Company (WUIMC). Amy is responsible for research, sourcing, due diligence, manager selection and portfolio construction for the hedge fund portfolio at WUIMC. Show more
Courtney Powers is the Director of Marketable Alternative Investments at the University of Texas Investment Management Company, which has $35B in assets under management. Show more

Kelsey Morgan

Managing Director for Marketable and Hedged Strategies

Dartmouth College Endowment

Kelsey Morgan joined the Dartmouth College Investment Office in 2012 as a Managing Director for Marketable and Hedged Strategies. Prior to Dartmouth, Kelsey was the Associate Director at Willett Advisors where he assisted with manager selection and portfolio construction for the group's fixed income and public equity portfolios.

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Denison University is a small liberal arts college located “west of the Allegheny and north of the Ohio river” in Granville, Ohio, 30 minutes outside of Columbus. Chief Investment Officer Adele Gorrilla has been managing what is now the university’s $815 million endowment since she became its first CIO in 2008. The New Orleans native previously held positions at Goldman Sachs and the University of Minnesota Foundation, where she served as director of investments for five years. Her undergraduate degree is in economics from the Wharton School of the University of Pennsylvania. In 2014, she was named “Top Small Endowment Investor of the Year” by Institutional Investor.

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Sandra Robertson is the Chief Investment Officer of Oxford University's £2B endowment. Prior to joining the endowment in September 2007, Sandra spent 14 years at the Wellcome Trust, most recently as Co-Head of Portfolio Management. Show more
Karen Eifler is Director at the Office of Investments for the University of Pennsylvania, which has $9.6B in assets under management. Show more

Lawrence Kochard

Chief Executive Officer & Chief Investment Officer

University of Virginia Investment Management Company

Lawrence Kochard is the Chief Executive Officer & Chief Investment Officer of UVIMCO. As Chief Executive Officer, Larry provides leadership for all aspects of UVIMCOs operations and serves as UVIMCOs primary representative to the University, related foundations and the public. As Chief Investment Officer, Larry is responsible for the investment management of UVIMCOs Long Term Pool, overseeing the asset allocation, portfolio management, risk management and manager selection activities of the investment staff.

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Dan Ricciardi is an investment officer at the College of the Holy Cross's $726M endowment. Show more
Edmond Fong is the Managing Director, Absolute Return at the Office of the CIO of the Regents, University of California, which has $8.9B in assets under management. Show more
Michael R. Haessler is Manager of Investments at University of Michigan, which has 9.7B assets under management. Show more

Kevin J. Tunick

Vice President & Managing Director, Private Investments

UNC Management Company

Mr. Tunick joined UNC Management Company in 2008 as Vice President and Managing Director of Private Investments where he is responsible for managing the more than $1 billion Private Investment portfolio. Prior to joining UNCMC, Mr. Tunick spent seventeen years at Harvard Management Company in Boston, MA, where he was Manager, Private Equity and co-managed a $4.1 billion portfolio of alternative investment partnerships. Prior to HMC, Mr. Tunick was also Chief Investment Analyst for The Rockefeller Foundation in New York City, where he managed an $80 million short-term fixed income portfolio and a $3 million equity portfolio. Before the Rockefeller Foundation, Mr. Tunick was Manager of Partnership Fund Accounting at Commodities Corporation USA in Princeton, NJ, as well as the controller at American Handling Equipment, Inc.

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Nicholas A. Warren is the Chief Investment Officer at Brandeis University and joined the Office of Investments in January 2011. Nicholas was previously a managing director with Cambridge Associates, having joined in 2003. Prior to that he worked as an investment analyst at Northwestern University's Investment Office. Nicholas received a B.A. in Anthropology from Northwestern University in 1996 and an M.B.A. from the University of Chicago in 2003. He became a CFA charterholder in 2000. Show more
John Luthi is Director of Investments at Bucknell University, which has $751M assets under management  Show more
Jay Namyet is the Chief Investment Officer at the University of Oregon Foundation, which has $725M in assets under management. Show more
Yale University is a private, Ivy League university located in New Haven, Connecticut, United States. Founded in 1701 in the Colony of Connecticut, the university is the third-oldest institution of higher education in the United States. Show more

Philip Griffin is Director of Investments and previously served as an Investment Analyst for seven years. He oversees and makes recommendations for outside managers in all asset classes and strategies, including long-only equity, fixed income and credit, diversifying strategies, private equity, venture capital, real estate, energy and timberland.

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James Floyd

Vice President and Chief Investment Officer

Claremont McKenna College

James Floyd is the Chief Investment Officer and Vice President at Claremont McKenna College Endowment, which has nearly $700M in assets under management. Show more
Brian G. Freyvogel joined Mellon Financial in 1995 and became Senior Investment Manager at Carnegie Mellon University Investment Office at 2012. Show more
Scott Adams is Director of Investments at The Ohio State University. Scott focuses on liquid investments for the Long-Term Investment Pool, to include public equities, fixed income, and liquid alternatives.  Show more
David Morehead joined the Baylor University Office of Investments in 2011, and currently serves as the Director of Investments.  Show more
Scott Wilson is the Chief Investment Officer for Grinnell College. In this role, Mr. Wilson evaluates global investment themes and strategies within equities, fixed income, real assets, private equity, venture capital, and marketable alternatives, including portfolio overlay and hedging options. He also monitors existing investments of the College and recommends new investments, portfolio allocations, and risk metrics. Prior to joining the College in 2010, Mr. Wilson served as the Head of Rates Option Trading for Barclays Capital in Tokyo, Japan. Previously, Mr. Wilson served in various trading and investment banking roles for Credit Suisse First Boston and Merrill Lynch. Mr. Wilson earned a Bachelor of Arts degree in Economics and Mathematics from Grinnell College. He is also a Chartered Financial Analyst. Show more

Abe Weldy

Director of Alternative Investments

Indiana University Foundation

Abe Weldy, CFA, CAIA is a Director, Alternative Investments at Indiana University Foundation. Mr. Weldy was previously an investment analyst at the Oxford Financial Group. Show more
Brian Erickson is Director of Investment Risk Management and Operations at Boston University, which has $1.616B asset under management.  Show more

Michael Nicks joined the Investment Office at Pepperdine University in 2002. Prior to joining the University, he served in a variety of roles in the business world, including programming, database creation/management, technical support management, and marketing management in the technology sector. In 2004, Nicks became the director of Absolute Return Strategies, primarily overseeing the University's hedge fund investments.

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Mike Casel is chief investment officer at Haverford College Endowment. He holds the Chartered Financial Analyst and Chartered Alternative Investments Analyst designations and was named a Rising Star of Endowments and Foundations in 2009.

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