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2021

Top Health System Chief Investment Officers

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Over the past year, the healthcare sector has come under unprecedented strain as a result of the COVID-19 global pandemic. Among LPs, healthcare system investors were the closest to the front lines of the pandemic. At the institutions they serve, budgets were stretched, staff redeployed, and pension plans revisited. Meanwhile, a volatile global economy with an uncertain outlook presented healthcare investment teams with serious challenges—and new potential opportunities. These CIOs led their teams through 2020 with seasoned leadership and a steady hand.

Janice Murphy

Vice President, Pensions & Investments

Kaiser Permanente

Janice Murphy is the vice president of pensions and investments at Kaiser Permanente, where she oversees $40+ billion of corporate financial investments and nearly $100 billion of pension-related investments. She has served Kaiser Permanente since 1989, serving on the investment committee and holding several leadership roles. Murphy holds an M.S. in corporate finance and investments from the University of Illinois at Urbana-Champaign, and holds the CFA and CAIA designations. Show more

Jason Klein

Senior Vice President & Chief Investment Officer

Memorial Sloan Kettering Cancer Center

Jason Klein is the senior vice president and chief investment officer at the Memorial Sloan Kettering Cancer Center, where he has served since 2008. He 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

Scott Pittman

Senior Vice President & Chief Investment Officer

The Mount Sinai Hospital

Scott Pittman is the senior vice president and chief investment officer at The Mount Sinai Hospital, where he has served since 2009. He has management and oversight of Mount Sinai's Investment Office and its $2.3 billion portfolio of endowed funds and long term capital. Previously, he was the director of investments at Baylor University. He was also an instructor in the Hankamer School of Business and taught Baylor’s Portfolio Practicum course, where students actively managed a $6.5 million investment portfolio. Show more

Dina Richard

Senior Vice President, Treasurer & Chief Investment Officer

Trinity Health

Dina Richard is the senior vice president, treasurer and chief investment officer at Trinity Health. Trinity Health is one of the largest multi-institutional Catholic health care delivery systems in the nation, serving diverse communities that include more than 30 million people across 22 states. Previously, she served as the vice president of investments for Taubman Ventures Management. Richard holds an MBA in finance and international business from Wayne State University in Detroit and a B.A. in business administration from the University of Michigan. Show more

Keith Nelson

Senior Vice President & Chief Investment Officer

Texas Children's Hospital

Keith Nelson is the senior vice president and chief investment officer at Texas Children's Hospital. He has served the organization since 2013, where he started as a director of investments. Previously, he was a portfolio manager at North Carolina of State Treasurer and a director of investments at Hatteras Funds. Nelson holds an MBA from Northwestern University and a bachelor's degree in economics from Davidson College. Show more
Leslie Lenzo is the chief investment officer of Advocate Aurora Health, overseeing a total asset portfolio of more than $12 billion. Previously, Lenzo served as an investment manager at Northwestern Memorial HealthCare, and as an equity research associate at SG Cowen. Lenzo holds an MBA from Boston University School of Management and a bachelor's from Georgetown University. Show more
Kris Chikelue is the chief investment officer at Memorial Hermann Health System. He assumed his role in January 2021, but has served Memorial Hermann since 2013. Prior to that, he was a senior analyst at Crestline Investors, Inc. and at Ranger Advisors. Chikelue holds an MBA from Harvard Business School and a B.A. in economics from Rice University. Show more
Josh Rabuck serves as the chief investment officer for Indiana University Health (Indianapolis, IN), overseeing the management of the investment program for the nation’s 4th largest Academic Medical System with $8 billion of assets across various pools of capital, including the system’s cash, long term investment pool, defined benefit plans, foundation and various insurance company reserves. Show more

Michael Odlum

Senior Vice President Treasury

Northwell Health

Michael Odlum is senior vice president of treasury at Northwell Health, where he has managed treasury since September 2011. Previously, he was director of asset management at the Archdiocese of New York, where he was in charge of managing and monitoring approximately $2B in investments for various portfolios representing pension, endowment, and foundation funds. He has served in various investment management leadership positions over career spanning more than 30 years. Odlum holds an MBA in finance from the University of Pennsylvania's Wharton School and a bachelor's in history from Princeton University. He is a chartered financial analyst. Show more
David Erickson is the chief investment officer at Ascension Investment Management, where he oversees the administration, management and coordination of all investments, totaling approximately $50 billion. Prior to joining Ascension Investment Management, he served as chief investment officer at the University of Wisconsin Foundation, Madison, Wisconsin, where he supervised an investment team that managed more than $2.2 billion in assets. Erickson holds a bachelor's degree in economics from Wheaton College, Illinois. He is a CFA charter holder and a member of the CFA Institute and the CFA Society of St. Louis. He serves as a board member of the Henry J. Predolin Foundation, a family foundation supporting education, medical research and the homeless. Show more

Jacque Millard

Vice President & Chief Investment Officer

Intermountain Healthcare, Inc

Jacque Millard is the vice president and chief investment officer at Intermountain Healthcare, Inc., a not-for-profit system of hospitals, surgery centers, doctors, and clinics that serves the medical needs of Utah, Idaho and now Nevada. She has served the health system since 1993. She is also a committee member of both Deseret Mutual and the Virginia G. Piper Charitable Trust. Millard holds an MBA from Westminster College and a bachelor's degree in finance from Weber State University. Show more

Rob Roy

Senior Vice President, Investments & Chief Investment Officer

AdventHealth

Rob Roy is senior vice president of investments and chief investment officer for AdventHealth. In this role, he oversees investments for one of the nation’s largest faith-based health systems, which include operating capital and employee retirement portfolios totaling approximately $14 billion. He has 30 years of institutional investment experience, oversees a 10-person investment team that internally manages over half of the organization’s operating capital. Prior to his current role, he previously served AdventHealth as director of cash and investments. His other experience includes holding the position of chief investment officer for Cain Brothers Asset Management, bond trader for Putnam Investments, fixed income specialist on the floors of the Chicago Board of Trade and the Chicago Mercantile Exchange and portfolio risk manager for Ferrell Capital. Roy earned a master’s degree in financial markets and trading from the Illinois Institute of Technology, and bachelor’s degrees in both finance from Suffolk University and applied mathematics from Southern New Hampshire University. Show more

Landis Zimmerman

Vice President & Chief Investment Officer

Howard Hughes Medical Institute

Landis Zimmerman has been the vice president and chief investment officer at Howard Hughes Medical Institute since 2004. 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
Philip Rotner is the chief investment officer at Boston Children's Hospital, where he manages the hospital's endowment, pension, and short-term investment assets. He was appointed as Boston Children's first CIO in 2010. Previously, he served as a managing director at the MIT Investment Management Company and as vice president of the Bank of Boston. Rotner holds an MBA from the University of Chicago Booth School of Business and a bachelor's degree in economics and Asian Studies from Amherst College. Show more
Sue Slocum is the chief investment officer at Children's Minnesota, where she is responsible for all banking, debt, pension and investment management for the pediatric health system. Children’s Hospitals and Clinics of Minnesota is the seventh-largest pediatric health care system in the U.S. Prior to this, she was a portfolio manager and money market economist at Nakagama and Wallace Investment Management, where she managed $300 million in offshore, fixed income portfolios. Slocum holds an MBA in security and portfolio analysis from the University of Minnesota's Carlson School of Management and a BA from Carleton College. Show more
John Barker is the chief investment officer of Mass General Brigham (formerly 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

Ken Lee

Chief Investment Officer

Children's Health

Ken Lee is the chief investment officer at Children's Health, one of the most prestigious pediatric health care providers in the country and the leading pediatric health care system in North Texas. Previously, he was the director of investments at Carnegie Corporation of New York, where he helped manage a $3.5 billion endowment allocated to a range of traditional and alternative assets. Prior to that, he was a senior investment analyst at Fauchier Partners, where he was part of a team managing a $7 billion hedge fund program. Lee holds an MBA from the University of Pennsylvania, The Wharton School and a B.A. from Yale University. Show more

Michael Malewicz

Vice President, Treasury & Chief Investment Officer

SSM Health

Michael Malewicz is the vice president of treasury and chief investment officer at SSM Health, where he oversees a $5 billion portfolio. Prior to joining SSM, he held various treasury and investment roles, including serving as director of treasury at City of Hope and treasurer for Washington Hospital Healthcare System. He has an MBA from the University of San Francisco, and a BS in finance from California State University-San Diego. Show more
Anurag Pandit is the chief investment officer of The American Lebanese Syrian Associated Charities (ALSC), the fundraising and awareness organization for St. Jude Children’s Research Hospital. Previously, he served as the director of investments at Boston Children’s Hospital, where he focused on emerging markets and distressed debt. Pandit holds a master's in management and finance from MIT's Sloan School of Management and a bachelor’s degree from the University of Delhi. Show more

Stefan Strein

Chief Investment Officer

Cleveland Clinic

Stefan Strein is the chief investment officer at the Cleveland Clinic, where he is responsible for the strategic direction and investment management of the Clinic’s investable financial assets. Previously, he was the vice president and chief investment officer at the Annie E. Casey Foundation. Prior to that, he was a member of the general partner in two early-stage venture capital firms and worked in commercialization and licensing of university-developed technology. Strein holds a bachelor's degree from Washington College and a master's degree from Johns Hopkins University. Show more

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