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Top Foundations Investing In Diversity

Foundations are at the frontline of addressing the constantly changing needs of societies locally and globally. This time around we decided to create a shortlist 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

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
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
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

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
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
Christy Richardson is the director of private investments at the William Flora Hewlett Foundation, where she has been head manager selection in venture, buyout, and natural resource strategies globally for 13 years. The private equity investments portfolio that she manages represents a target allocation of 30 percent of the total endowment. Prior to the Hewlett Foundation, she was a private equity partner at Thomas Weisel Partners. Richardson holds a degree in economics from Dartmouth College. 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
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
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

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

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

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