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2019

Top 30 Foundations Investing In Diversity

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Foundations are at the frontline of addressing the constantly changing needs of societies locally and globally. This time around we decided to create a list of institutional investors representing foundations making an internal and external impact when it comes to diversity. We highlight chief investment officers and senior-level investors spearheading projects revolving around diversity within their own investment offices and through investments they fund. All of which is done while ensuring the long-term prosperity of their respective institutions. Presenting Trusted Insight's Top Foundations Investing In Diversity:
Robert Thomas is the chief investment officer at the George Kaiser Family Foundation, where he is responsible for the financial administration and management of GKFF’s investment portfolio. Before joining the Foundation, he was a portfolio manager for the Bill Gates investment office. The Gates office invests the personal assets of Mr. Gates as well as the assets of the Bill & Melinda Gates Foundation. Thomas is currently the board chair for both City Year Tulsa and Undercroft Montessori School. Originally from Washington state, Thomas earned a B.A. in economics from Claremont McKenna College and is a Chartered Financial Analyst charterholder. Show more
Brian O' Neil has been the chief investment officer at The Robert Wood Johnson Foundation since 2003, where he is responsible for management of the foundation’s $11 billion investment portfolio. Previously, he was the chief investment officer and held other positions at AXA Equitable for 22 years. O’Neil holds an MBA from the Columbia Graduate School of Business and a bachelor's degree from Princeton University. He holds a Chartered Financial Analyst designation. Show more
Donald Lindsey is the chief investment officer at American Institutes for Research (AIR), one of the world's largest behavioral and social science research and evaluation organizations. At AIR, he manages a broadly diversified portfolio, develops investment policies and procedures, monitors market trends and seeks new investment opportunities. Previously, he was the CIO at The George Washington University for nearly 12 years. Don has over 31 years of experience in managing investments for not-for-profit and higher education institutions. Don holds a Master of International Policy and Practice from The George Washington University, an MBA from James Madison University and a B.A. in political science from Virginia Tech. Show more

Landis Zimmerman

Vice President & Chief Investment Officer

Howard Hughes Medical Institute

Landis Zimmerman joined Howard Hughes Medical Institute as vice president and chief investment officer in February 2004. He is responsible for managing the Institute’s endowment. He came to HHMI from the University of Pennsylvania, where, in 1998, he had been named the university’s first CIO and was responsible for managing its endowment and pension fund. Zimmerman started his career in 1985 with J.P. Morgan and became a vice president in its emerging markets structured products area. In 1994, Zimmerman joined Bear, Stearns & Co., where he was an associate director in the derivatives department. In 1996, he moved to the Rockefeller Foundation where he managed the private equity and fixed income portfolios and helped formulate asset allocation. Zimmerman graduated from the University of Pennsylvania with a B.S. in economics and received an MBA from the Wharton School. Show more

Roy Swan

Director of Mission Investments

Ford Foundation

Roy Swan is the director of mission investments at the Ford Foundation, where he manages Ford’s portfolio of mission-related investments and program-related investments, and working to expand and strengthen the impact investing field. Before joining Ford, he served as managing director and co-head of global sustainable finance at Morgan Stanley. Among his prior experiences, he was the founding chief investment officer of New York City’s Upper Manhattan Empowerment Zone, a federal initiative to bring new resources to distressed urban communities which played a key role in Harlem’s economic rebirth. He also served as CFO at Carver Bancorp, a Harlem-based publicly traded financial institution and the nation’s largest African American managed bank. Swan received a bachelor’s degree from Princeton University and a JD from Stanford Law School, where he was an editor of the Stanford Law Review. Show more
Joel Wittenberg is the vice president and chief investment officer at W.K. Kellogg Foundation. He has served the organization since 2009. Previously, he was the vice president-treasurer at Kellogg Company from 2000-2009, as well as vice president and treasurer of Armstrong World Industries and manager treasury at Dow Chemical. Wittenberg holds a B.S. from Michigan State University and an MBA from the University of Michigan. Show more
Carlos Rangel is the director of investments the W.K. Kellogg Foundation and has served the organization in various roles for the past eight years. During his time at the Kellogg Foundation, he has held roles such as director of investments and risk management, senior portfolio manager and portfolio manager. Previously, Rangel served as an adjunct professor teaching undergraduate finance courses related to investments and financial statement analysis at Walsh College, as well as an assistant portfolio manager and senior analyst. Rangel holds a M.S. in finance and bachelor's of business administration with a concentration in finance from the University of Michigan. Show more

William Lee

Chief Investment Officer & Senior Vice President

New York-Presbyterian Hospital

William Lee is the senior vice president and chief investment officer for NewYork-Presbyterian. In this role, he oversees NewYork-Presbyterian’s investment portfolio, supporting our ability to provide the highest quality, most compassionate patient care; foster clinical research and medical education; and deliver community service. Previously, he served as CIO and vice president of Foundation and Pension Investments for Kaiser Permanente. Prior to that, he worked for Levi Strauss & Co., where he was the CIO for Global Pensions and the Levi Strauss Foundation. He also worked at Bank of America for many years in a number of key roles, including CIO and SVP for Pensions and Investments. Lee holds both a bachelor's degree and an MBA in finance from California State University.  Show more

Jason Klein

Senior Vice President & Chief Investment Officer

Memorial Sloan Kettering Cancer Center

Jason Klein joined Memorial Sloan Kettering as its first vice president and chief investment officer. Klein oversees the center’s complex investment portfolio, which is globally diverse and includes several niche alternative investments. Previously, he was chief investment officer for the Museum of Modern Art and had been a vice president and principal in the private equity division of Lehman Brothers. Klein holds an MBA from the Wharton School and a JD degree from the University of Pennsylvania Law School. Show more

Xing Chen

Vice President & Chief Investment Officer

The Ludwig Institute For Cancer Research

Xing Chen is the vice president and chief investment officer of LICR Fund, Inc. The Fund’s overall objective is to provide for the core spending needs of the Ludwig Institute for Cancer Research on a sustainable basis. The Fund’s portfolio primarily consists of high quality, globally diversified investments with a long-term orientation in order to ensure that the Institute’s needs are met today and in the future. Chen holds an MBA from St. John’s University. He also holds the CPA and CFA designations. Show more

Yatin Patel

Co-Chief Investment Officer & Vice President

Conrad N. Hilton Foundation

Yatin Patel is the vice president and co-chief investment officer at the Conrad N. Hilton Foundation. Previously, he was a senior manager in corporate development at Barclays PLC and a mergers and acquisitions analyst at Lazard Frères & Co. Patel holds an MBA from the UCLA Anderson School of Management and a bachelor’s degree in business administration from the Walter A. Haas School of Business at UC Berkeley. Show more

Michael Buchman

Co-Chief Investment Officer & Vice President

Conrad N. Hilton Foundation

Michael Buchman is the vice president and co-chief investment officer at the Conrad N. Hilton Foundation. Previously, he worked in the areas of finance, real estate, and law at Broadway Partners, Citigroup Global Investment Bank, and the law firms of Fried Frank Harris Shriver & Jacobson, and Skadden Arps Slate Meagher & Flom. Buchman received a JD degree from the University of Pennsylvania Law School, and an MBA and bachelor’s degree in economics from The Wharton School at the University of Pennsylvania. Show more
John Barker is the chief investment officer of Partners Healthcare. He manages the hospital's investment portfolio including long-term, aggregate bond, money market, ERISA investment pools and direct investment activities. Previously, he was a managing director at Harvard Management Company and an alternative asset manager at Wellesley College. Barker holds an MBA from the University of Pennsylvania-The Wharton School and a bachelor's degree from Dartmouth College. Show more
Lisa Murray serves as the chief investment officer at Ewing Marion Kauffman Foundation. She leads the team that oversees the Kauffman Foundation's globally diversified $2 billion portfolio . Previously, she was the managing director in Investments. Prior to joining the Kauffman Foundation, she was an investment consultant for Angeles Investment Advisors, where she worked with foundations and endowments, advising on all aspects of their investment programs. Murray holds an MBA from Harvard Business School and a bachelor's degree from Princeton University. She is a CFA holder. Show more
Ryan Tidwell is the chief investment officer at the Oklahoma State University Foundation. He leads and empowers a team of seven within the OSU Foundation Investment Office, which is responsible for day to day management of an $800 million Pooled Investment Fund for the benefit of Oklahoma State University. Previously, he was an investment analyst at the University of Alaska Foundation and held a few consultant roles. Tidwell holds a BBA in finance from Baylor University. Show more

Edward Kolano

Chief Investment Officer

Heinz Endowments

Edward Kolano is the chief investment officer at The Heinz Endowments, where he is responsible for overseeing, at the direction of the Investment Committee, all investments and investment managers of the Endowments. Kolano is a certified public accountant in the state of Pennsylvania. He received his MBA in finance and bachelor’s in accounting, both from Duquesne University. Show more
Jane Patterson is the chief investment officer at the Joyce Foundation, where she oversees the endowment assets of $1 billion. Prior to joining Joyce Foundation in 2003, Patterson served as executive director of the Illinois State Board of Investment. Her experience includes managing pension plan investments at Sara Lee Corporation and CBS Inc. Moreover, she also served as director for Ambassador Apartments, Inc. Currently, Patterson serves on the executive committee and chairs the investment committee for the Metro Chicago YMCA. Previously, she served as a member of the Kenyon Fund Executive Committee for Kenyon College. Patterson holds an MBA from the University of Chicago’s Booth School of Business and a bachelor’s degree in economics from Kenyon College. Show more
Matthew Fettig serves as the chief investment officer and vice president at The San Diego Foundation, where he oversees and manages investment strategies and activities the Foundation. Previously, he worked for 12 years at Canterbury Consulting, an Orange County investment consulting firm, specializing in endowments, foundations, pensions, and family offices. He served as a senior research analyst before becoming the firm's director of manager research in 2009. As a Partner of the firm, he oversaw $13 billion in invested capital, constructed investment portfolios, and established policy and asset allocation guidelines. Fettig holds a B.A. in economics from the University of California, Berkeley. He is also a CFA Charterholder. Show more
Waymond Harris serves as vice president of investments at Blue Cross Blue Shield of Michigan. He is a multi-disciplinary investment professional with a diverse background in equity research, engineering, and military science. For the past four years, he's worked as an analyst at Semaphore Management, LLC., a multi-strategy hedge fund that made investments across the capital structure. Prior to joining Semaphore, he was an integral member of leading transportation machinery and automotive equity research team at Bear Stearns. Before transitioning to research, he spent four years as an institutional salesperson at Merrill Lynch, where he advised large institutional clients on equity valuations, market conditions, and investment decisions. Earlier in his career, he worked as a Process Control Manager at General Motors, where he was responsible for resolving quality related issues for Pontiac East Assembly truck plant, and served as an Officer in the United States Army. Waymond received his B.S. from the United States Military Academy and his MBA from the Massachusetts Institute of Technology's Sloan School of Management. Show more
Ana Marshall is the vice president and chief investment officer at the William and Flora Hewlett Foundation. She is responsible for asset allocation and strategic investment policy recommendation and implementation of the nearly $9 billion endowment portfolio. Previously, she served as a senior portfolio manager of global and emerging market equity portfolios at RCM Capital Management. Prior to RCM, she worked as an analyst/portfolio manager of emerging market debt and equity portfolios at Bank of America. Marshall holds a bachelor's degree in economics from the University of San Diego. She also holds a Chartered Financial Analyst designation. Show more
Bert Feuss oversees the investment and stewardship of $13.5 billion of charitable capital at the Silicon Valley Community Foundation (SVCF). Prior to joining SVCF, he was a senior vice president at Franklin Templeton Investments in U.S. sales and distribution. Feuss speaks and writes regularly on impact investing strategies, asset manager diversity and investment best practices for nonprofit fiduciaries. He is a leader in inclusive investment practices having worked closely with the foundation’s investment consultant to expand the number of high-performing women and minority managers employed by the foundation. Feuss holds an MBA from Golden Gate University and a B.S. from the University of California at Davis. Show more
Mark Doherty serves as investment director at San Francisco Foundation. He served as director of investments at Silicon Valley Community Foundation. He is a senior member of the investment team responsible for executing strategy and directing investment operations and communications in support of 1,600 funds and $3 billion in assets under management. He oversees numerous investment advisory relationships across 80 portfolios utilizing traditional and alternative investments. Previously, he worked for a decade in wealth management with Wells Fargo Private Bank and Citi Private Bank. Additionally, he has worked in corporate banking, equity research and internet strategy. Doherty holds a master of arts in international policy studies from the Monterey Institute of International Studies with an emphasis in Spanish. He received his bachelor of arts from Colorado College in Colorado Springs. Show more

Juan Martinez

Vice President & Treasurer

Knight Foundation

Juan Martinez is the vice president and treasurer at the Knight Foundation. As a member of Knight’s executive committee, Martinez is a partner in the development and implementation of the foundation’s strategy. He is also responsible for the foundation’s financial management, reporting and regulatory compliance, overseeing the management of its $2.4 billion investment portfolio and partnering with program staff in development of grants and program-related investments. In 2011, Martinez led the development of the Knight Enterprise Fund. The fund is a venture capital investor in early-stage digital media companies that align with Knight Foundation’s program mission. Since its inception, the fund has invested in more than 40 companies. He is an alumnus of Florida International University, Miami Dade College and the Wharton School of Business. He has been a certified public accountant in the state of Florida since 1992 Show more
Monica Spencer serves at the Andrew W. Mellon Foundation as a senior portfolio manager. Spencer joined the foundation in 2006 and works with the chief investment officer to manage the investment portfolio, with a focus on private equity assets, including buyouts, growth equity, and venture capital, and she shares responsibility for the diversified strategies portfolio. Previously, she was an investment banker at Merrill Lynch & Co. in New York. Spencer holds an MBA from the Darden Graduate School of Business Administration at the University of Virginia and a B.A. in English language and literature from Yale College. Show more
Seck-Eng Tan is a managing director at The David and Lucile Packard Foundation, where he focuses on global equities, both public and private. Prior to joining the Foundation in 2008, he held positions as director of investments at the James Irvine Foundation and senior vice president at the Government of Singapore Investment Corporation (GIC) Special Investments, the private equity arm of GIC. Seck-Eng holds both a MSc. and BSc. in electrical engineering from Stanford University and is a CFA charterholder. Show more
Elizabeth McGeveran is the director of impact investing at the McKnight Foundation. She is responsible for the Foundation’s $200 million commitment, investing in businesses and funds that are building the low-carbon economy, improving the water quality of the Mississippi River, and contributing to a thriving, sustainable Minnesota. McGeveran also provides environmental, social & Governance expertise and evaluation across the entire endowment. Previously, she was senior vice president for the Governance & Sustainable Investment at F&C Asset Management, a London-based, $150-billion asset manager. McGeveran was also managing director of Co-op America, a national nonprofit consumer and investor education organization as well as serving as the media director for the U.S. Social Investment Forum. McGeveran is a graduate of Carleton College. Show more
Ronald Chen is the managing director of the Rockefeller Foundation since 2002. Previously, he was a special investment officer at New York State Common Retirement Fund for 12 years. Chen received an MBA and a B.A. in economics from Syracuse University. Chen also holds a Chartered Financial Analyst designation. Show more

Jackie Gifford

Director of Marketable Investments

Annie E. Casey Foundation

Jackie Gifford is the director of marketable investments at the Annie E. Casey Foundation. Previously, she held the role of director of hedge fund investments at the Foundation. Prior to that, she was the vice president and treasurer at the Baltimore Child Abuse Center. Gillford holds an MBA from Loyola University Maryland, an MBA from Fordham University and a B.A. in economics and finance from Penn State University. Show more
Benjamin Kennedy is a managing director at The Kresge Foundation, as well as the managing director of the foundation’s Detroit Program. In his role at both organization, he oversees grantmaking and social investments. Prior to his current roles, Kennedy was with JPMorgan Chase in Johannesburg, South Africa, where he was an associate on the firm’s mergers and acquisitions team. He also worked as an economic and political analyst within IHS Global Insight's sub-Saharan Africa country intelligence group. Kennedy holds an MBA from the Harvard Business School and a bachelor’s in economics from Morehouse College. Kennedy was named Crain’s 40 under 40 class of 2015, which recognizes leading young professionals in Detroit. Show more

Andy Christensen

Director of Private Markets

GHR Foundation

Andy Christensen is the director of private markets at the GHR Foundation. Previously, he was the director of private markets at Carleton College for nearly 9 years. Prior to that, he was a portfolio manager at the Minnesota State Board of Investment. Andy holds an MBA in finance and a B.S. in economics from the University of Minnesota. He also holds the Chartered Financial Analyst designation. Show more

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