Top 30 Women Rising Stars In Institutional Investing
Gender balance (or the lack it) has been a persistent challenge in the traditionally male-dominated institutional investing industry. Women who defy this industry stereotype and rise to leadership positions at prominent investment firms not only set career examples for the younger generation of investors, but are the driving force in shaping a more diverse and inclusive investing ecosystem. Presenting the Top 30 Women Rising Stars In Institutional Investing. Hear from leading women institutional investors at Trusted Insight Alpha Conference 2017.
DeAnne Mannion is the lead portfolio manager at Ohio Public Employees Retirement System, where she currently oversees $40 billion worth of assets, including hedge funds, non-US and US equity, emerging market debt, US and global high yield. Prior to this, she held various roles at Huntington National Bank, including portfolio manager and senior treasury analyst. Mannion has an MBA in finance and management science, and a B.A., both from The Ohio State University. She is also an Ironman triathlete and a member of United Way Women's Leadership Club.
Janice Llereza is a senior manager of real estate and real assets at The Boeing Company. Llereza has held various investment positions at the company since October 2001. Lllereza holds a B.A. in psychology from the University of Illinois at Chicago and an MBA from DePaul University.
Alison LeMasters Barad is director of private equity at The Gordon and Betty Moore Foundation. Prior to this, she was a development officer at Association of Hole in the Wall Camps and worked in mergers and acquisitions at Morgan Stanley. She graduated magna cum laude from the University of Pennsylvania - The Wharton School.
Angela Clement is the associate director of investments at Grinnell College. She assists with the management of the endowment fund's private investments, including buyout, distressed, venture, growth equity, invention capital, and real estate funds. Clement also oversees the legal matters of the investment office. Clement joined Grinnell College in 2007 as an investment officer. Previously, she practiced law in the private sector for seven years. Clement earned a B.A. from Central College and a Juris Doctor degree from the University of Virginia School of Law.
Senior Investment Officer
Allyson Tucker has served as senior investment officer at Washington State Investment Board since December 2009. Previously, Tucker was an investment specialist at Cascade Investment and an equity analyst at Ragen MacKenzie. Tucker is a graduate of the University of Washington.
Jenny Chan is a senior investment officer of Doris Duke Charitable Foundation. In her 20-year career as a finance professional, she had worked at Moore Capital Management, McCormack Advisors and Canterbury Consulting. Chan has a bachelor's degree in Finance and Accounting from New York University and a certificate of Sustainable Investment from Columbia University.
Kristi Craig is the director of private markets at Georgetown University. She responsible for the endowment’s private equity, real estate, infrastructure and energy portfolios. Previously, Craig led business development for the Small Business Investor Alliance. She also served as senior investment officer in the Investment Division of the U.S. Small Business Administration. Craig serves on the Capital City Public Charter School Board of Trustees and is a member of the Investment Advisory Committee for the Concord Hill School endowment. She earned a B.A. in economics from Georgetown University and is a CFA charter holder.
Lisa Howie has served as director at the Yale Investment Office since 2008. She focuses on the endowment's foreign equity investments, both marketable and private. Lisa received a B.S. in molecular biophysics and biochemistry from Yale College and an MBA from the Yale School of Management. Between college and business school, she worked in non-profit strategy and development. She became a CFA charter holder in 2012.
Lauren Jacobson is a director at The Rockefeller Foundation, where she manages the hedge funds and distressed portfolios. Prior to this, she was an analyst at Goldman Sachs where she worked in institutional sales and convertibles. She is on the investment advisory committee for The Navigators. Jacobson has a BBA in accounting and finance from The College of William & Mary, where she was a NCAA Scholarship Athlete and vice president of the Finance Academy.
Patricia Brady is an investment manager at the University of Notre Dame Investment Office, which manages the university's $10 billion endowment assets. Brady is responsible for the endowment's allocation in public capital.
Cathleen Gorman has served as investment officer at Mount Sinai Medical Center since 2009. Previously, Gorman was vice president at Cliffwater LLC, senior associate at Daylight Forensic & Advisory, LLC, analyst at Paradigm Consulting Services LLC and vice president at Deutsche Asset Management. Gorman is a graduate of the University of Virginia and a chartered financial analyst.
Monica Lai is a senior investment director at Alfred P. Sloan Foundation. Prior to this, she was the director of pension investments at Pfizer Inc., where she led the investment team and drove portfolio activities for its $13 billion U.S. pension plan. She has an MBA from Dartmouth College and a B.A. in public policy from Stanford University. Lai is also on the board of directors for the Third Street Music School Settlement.
Geeta Kapadia is a senior investment strategist at Yale New Haven Health System. Previously, she was an investment strategist within the same organization. Previously, Kapadia worked at Mercer Investment Consulting in London in Edinburgh, and Capital Metrics & Risk Solutions in Pune, India, and Stratford Advisory Group in Chicago. Kapadia holds a master's degree in financial markets and trading from the Illinois Institute of Technology and a A.B. in mathematics from The University of Chicago.
Emily O'Leary is associate director of investments at the Ford Foundation, a position she has held since July 2011. Previously, O'Leary was associate at Commonfund Capital and associate director at Forester Capital. O'Leary is a graduate of the University of Pennsylvania.
Adri Chaikin is a Director of Investments at NewYork-Presbyterian Hospital and is primarily responsible for the hospital’s Hedge Fund and Real Assets investments. Prior to joining NYP, she was a structured credit trader at Pine River Capital Management and a Vice President in the Private Equity division of Lehman Brothers. Adri began her career as an analyst at Goldman Sachs. She received a Bachelor of Science degree in Mathematics from M.I.T.
Lindsay Larsen is a manging director at the University of Virginia Investment Management Company, with co-head responsibility for long/short equity and venture capital investments. She serves as a member of UVIMCO’s Investment Committee and is involved in all aspects of the investment process. Prior to joining UVIMCO in April 2015, Larsen was a director at Sequoia Heritage. Before that, she spent eight years in Charlottesville as a director and founding member of Bluestem Asset Management. In her earlier career, she was a financial analyst at Goldman Sachs. Larsen received a B.S. in commerce with concentrations in finance and management from the McIntire School of Commerce at the University of Virginia.
Senior Investment Officer
Megan Loehner is a senior investment officer for the Missouri Local Government Employees Retirement System (MO LAGERS) focusing on all aspects of portfolio management. Prior to joining MO LAGERS in March 2010, Loehner was employed as an investment officer for the Public School and Education Employee Retirement Systems of Missouri where she spent three years focusing on private equity. Loehner is a graduate of University of Missouri, where she received a B.S. and a master’s degree in accounting. Loehner is a certified public accountant, a chartered alternative investment analyst and a chartered financial analyst.
Lauren Pressman joined Hillspire in June 2013 and focuses on real estate investments. Prior to Hillspire, her roles included director of investment research at Aspiriant, LLC, a wealth management firm where she was responsible for managing the firm’s discretionary real estate funds; senior vice president at MacFarlane Partners, where she was responsible for the firm’s urban investment activities in the Bay Area and Pacific Northwest; and project manager at Hines Interests. Pressman is a board member of the Bay Area Chapter of NAIOP. She earned an MBA from the Stanford Graduate School of Business, and a Bachelor’s degree in Latin American Studies from Stanford University.
Katia Ostrovsky is the associate director of public investments at The William and Flora Hewlett Foundation. She is part of the investment team that manages the foundation's $9 billion assets. Ostrovsky recently joined the foundation in July 2016. Previously, she worked at BlackRock for 11 years. Ostrovsky holds a bachelor's degree in business administration from the University of California, Berkeley.
Jill Hoge is portfolio manager of marketable investments at Advocate Health Care. Hoge has held various position at the hospital system since December 2009. Prior to that, Hoge was an investment banking analyst at BMO Capital Markets. Hoge holds an MBA and a B.S. in finance and science from the University of Notre Dame.
Danielle Villarreal is director of investments at Memorial Hermann Health System, where she works closely with the chief investment officer and staff to oversee the investment portfolios. She has also held investment manager and senior investment analyst roles at the system. Prior to this, Villarreal was a lead financial analyst for CHRISTUS Health and personal banker for Chase Bank. She has an MBA in finance from the University of St. Thomas and a B.S. in finance and marketing from Florida State University.
Sara Orr is the director of private equity at Bowdoin College, co-managing the university's $1.4 billion endowment assets. She was recently promoted to this role from associate director of private equity in June 2016. Orr has worked at Bowdoin College's investment office since 2012. Before that, she was a senior analyst at Commonfund Capital and an associate at Centerline Capital Group. Orr holds a B.A. in English and French from Bowdoin College.
Marie Young is director of investments at Bayshore Global Management, the single-family office managing Sergey Brin's wealth. Young has held various roles at Bayshore since January 2011. Prior to that, Young was a financial analyst at Goldman Sachs. Young holds a B.A. in economics from Northwestern University and is a chartered financial analyst.
Georgina Russell is a portfolio manager at Willet Advisors, the New York-based firm managing the philanthropic assets of Michael R. Bloomberg, including the assets of Bloomberg Philanthropies. Previously, Russell was a managing director at JMB Capital and an analyst at Lonestar Capital. Before that, she was a senior software engineer at Veritas Technologies. Russell holds an MBA from the University of Pennsylvania - The Wharton School and a bachelor's degree in computer science from the University of California, Berkeley.
Jennifer Wenzel is an investment manager at the Teacher Retirement System of Texas. Wenzel has held various investment positions the retirement system since February 2009. Prior to that, she was a senior analyst at Cherokee Investment Partners and a financial Analyst at Crow Holdings. Wenzel holds a BBA in finance from the University of Texas at Austin.
Nicole Waites is an investment analyst at South Carolina Investment Commission. Prior to this, she was a fiscal analyst at the Office of the State Treasurer in South Carolina. She has an MBA in Business and a B.S. in marketing and management from the University of South Carolina.
Silpa Pericherla is an associate director of investments at the David and Lucile Packard Foundation. She works broadly across the portfolio. Prior to joining the foundation in February 2010, she was on the direct investing side with positions at Seneca Capital, R6 Capital and the Carlyle Group. Pericherla holds a B.A. from Yale University and is a CFA charter holder.
Lela Prodani is senior investment analyst at Mercy Health. Prodani began as an investment analyst at Mercy in November 2013 and was promoted in November 2015. Prior to that, she was a senior technical products and performance analyst at Mercer and an equity trader and mutual fund specialist at Smith, Moore & Co. Prodani holds a bachelor's in international business and an MBA from Webster University. She holds a certificate in investment performance measurement.
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