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2022

Top Transformational Leaders Of Last Five Years

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There is no better way for Trusted Insight to start the year than by recognizing some of the most transformational leaders of recent years, especially those successfully navigating through the unprecedented COVID-19 pandemic. While many prominent institutions have seen changes in leadership recently, others continue to be under the helm of tenured investment veterans. In this list, we strive to identify and showcase the innovative thinkers who have helped lead their respective investment offices to the next level. Presenting Trusted Insight's Top Transformational Leaders of the Last Five Years:
Scott L. Wilson is the Chief Investment Officer for Washington University in St. Louis. He is responsible for evaluating current and potential investment opportunities for the University’s endowment. Prior to joining Washington University in St. Louis in 2017, Scott served as Chief Investment Officer for Grinnell College. Previously Scott was Head of Rates Option Trading for Barclays Capital Japan and held various trading and quant roles at Bank of America Securities in Tokyo, Chicago and London focused on interest rate, equity and currency derivatives. Scott also previously worked as an equity research analyst. Scott earned a Bachelor of Arts degree in Economics and Mathematics, with honors, from Grinnell College and also attended the graduate program in Financial Mathematics at the University of Chicago. Scott is a Chartered Financial Analyst. Show more

Jane Dietze

Vice President and Chief Investment Officer

Brown University

Jane Dietze is the vice president and chief investment officer at Brown University. She has been with the organization since 2013 and was previously a managing director. Before joining Brown, she served as the director of private equity at Bowdoin College. She joined Bowdoin from Fortress Investment Group, a global investment manager with $64 billion under management, where she was a managing director in the credit funds group. Prior to her work at Fortress, she was a general partner at Columbia Capital Corporation, a private equity fund focused on information technology and communications. She also worked throughout Russia and Central Europe as an investment officer at the private investment arm of the World Bank and as an analyst in the mergers and acquisitions department of Goldman Sachs. Dietze earned a bachelor’s degree in politics from Princeton University and a master’s degree in international economics and Russian studies from the Johns Hopkins School of Advanced International Studies. Show more

Jagdeep Singh Bachher

Chief Investment Officer & Vice President of Investments

University of California

Jagdeep Singh Bachher is the University of California’s chief investment officer. He is responsible for managing some $170 billion, which includes the UC endowment, pension and retirement savings, working capital and insurance assets. Before joining the UC system more than seven years ago, Bachher was an executive vice president of venture and innovation for one of Canada’s sovereign wealth funds. He was with Alberta Investment Management Corp (AIMCo), based in Edmonton since 2009. He also served as the corporation’s deputy chief investment officer and chief operating officer. With an investment portfolio of more than $70 billion (U.S. dollars), AIMCo invests globally on behalf of public sector pension plans, provincial endowments, and government funds. Prior to his position at AIMCo, Bachher served as president at JH Investments (Delaware) LLC and worked in the U.S. wealth management, Canadian, and investments divisions of Manulife Financial. Before joining Manulife, he was an entrepreneur. Bachher received his Ph.D. and Master’s degrees in management sciences and B.A.Sc. degree in mechanical engineering from the University of Waterloo. He has been a champion for change in the investment business and gained an international reputation as an innovator.  Bachher serves on the Board of Governors of the University of Waterloo. Show more

Paula Volent

Vice President & Chief Investment Officer

The Rockefeller University

Paula Volent is the vice President & Chief Investment Officer of Rockefeller University. Previously, she was the chief investment officer of Bowdoin College. Prior to that, she was a senior associate at the Yale Investments Office. Volent holds an MBA from the Yale School of Management, a master's degree in art history from the Institute of Fine Arts at New York University, and a B.A. from the University of New Hampshire. Show more

Anton Orlich

Head of Alternative Investments

Kaiser Permanente

Anton Orlich is the Head of Alternative Investments at Kaiser Permanente, which has both foundation and corporate pension capital pools totaling over $150 billion with over a 45% allocation to alternatives in the following asset classes: absolute return, private credit, private equity, and real assets. The private equity program includes buyout, growth, and venture. Also, Kaiser Permanente pursues co-investments, direct investments, and secondaries across private markets. Anton's prior experience includes tenures at Pivotal Group (a family office), CalPERS, Neuberger Berman, and McKinsey & Co. He holds a B.A., summa cum laude, in economics from Columbia and a Ph.D. in political science from Yale. Anton is a U.S. Navy veteran and deployed to Afghanistan as an intelligence officer. Show more

Stuart Mason

Associate Vice President & Chief Investment Officer

University of Minnesota

Stuart Mason currently serves as Associate Vice President, Chief Investment Officer and Director of the Office of Investments & Banking at the University of Minnesota. His responsibilities include managing the investments in the University’s $2.2 billion broadly diversified endowment, investing $200 million of other University reserves, and directing the cash management and treasury operations which include direct investment of approximately $1.5 billion of University’s working capital accounts. He also serves as the treasurer and chief investment officer of the University’s captive insurance company, RUMINCO, Ltd. Prior to joining the University in 2002, Mr. Mason served for 15 years as a senior investment banker or executive officer at investment banks including Dougherty & Company, EVEREN Securities, and Dain Rauscher Corporation. He also served for 10 years as a vice president of Wells Fargo Corporation. Mr. Mason serves as a director on several charitable or non-profit organization boards. Mr. Mason received a BA degree from St. Olaf College, and an MBA from the University of Minnesota, Carlson School of Business. Show more
Matthew Mendelsohn is the chief investment officer of the Yale Investments Office since August 2021. He is considered a veteran of the Yale Investments Office having joined in 2007. Previously, he was a director with responsibility for venture capital assets comprising more than 25% of Yale’s total endowment. Over the last 14 years, he has contributed to the management of most of the asset classes in which Yale invests. Mendelsohn is a Yale College graduate and a CFA charterholder. Show more

Elizabeth Hewitt

Chief Investment Officer & Senior Vice President

Alfred P. Sloan Foundation

Elizabeth Hewitt joined the Alfred P. Sloan Foundation in 2015 as Chief Investment Officer and Senior Vice President.  As Chief Investment Officer, Hewitt is responsible for managing the Foundation’s endowment, including asset allocation strategy, fund manager selection, risk analysis, portfolio performance evaluation, and liquidity management.  Prior to joining the Foundation, Hewitt was Managing Director of Public Investments at the Robert Wood Johnson Foundation where she selected and monitored investments with managers, helped set asset allocation policy, and contributed to overall portfolio management. Earlier in her career, Hewitt was a Senior Vice President for Lazard Asset Management (2001-2006), a Hedge Fund Analyst for The Torrey Funds (1999-2001), and a Wealth Management Associate for the U.S. Trust Corporation (1998-1999).  She holds a BA and an MA from the University of St. Andrews, Scotland. She is also a member of the Board of Directors for The Madeira School, McLean VA where she chairs the Investment Committee. Show more
Andrew K. Golden has served as president of the Princeton University Investment Company (“Princo”) since January 1995. He came to Princo from Duke Management Company where he was an Investment Director. He previously worked as a Senior Associate in the Investments Office at Yale University. Andy holds a B.A. in Philosophy from Duke University and an M.P.P.M. from the Yale School of Management. He earned the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts. Show more
Prabhu Palani is the chief investment officer of the City of San Jose's Retirement System. Prabhu and his team manage the assets of the Police & Fire Department Retirement Plan as well as the Federated City Employees Retirement System.  Prior to joining the public sector, Prabhu had a successful career on the buy-side as an investment strategist and portfolio manager with over 20 years of investment management experience with global leaders including Barclays Global Investors, Franklin Templeton Investments, and Mellon Capital. He has been a trusted partner in managing clients’ assets for several leading public and corporate pension plans, endowments, and foundations. Prabhu holds graduate degrees from Stanford University and the University of Delaware and has both the Chartered Financial Analyst and Chartered Accountant designations. Show more

Carlos Rangel

Vice President and Chief Investment Officer

W.K. Kellogg Foundation

Carlos Rangel is the vice president and chief investment officer of the W.K. Kellogg Foundation (WKKF). Previously, he led the Expanding Equity work for WKKF, after joining the foundation in 2010 as a portfolio manager. Rangel holds a bachelor’s and a master’s degree in finance from the University of Michigan-Dearborn. He is certified as a CFA (Chartered Financial Analyst), FRM (Financial Risk Manager), CAIA (Chartered Analyst of Alternative Investments) and CIPM (Certificate in Investment Performance Measurement). Show more
Jonathan Grabel is the chief investment officer at the Los Angeles County Employees Retirement Association. Previously, he was the CIO at Public Employees Retirement Association of New Mexico, a pension fund with $14.5 billion assets under management. Prior to that, he was the CIO at Montgomery County Public Schools. Grabel graduated from the University of Chicago, Booth School of Business with an MBA in Finance and graduated from the University of Pennsylvania, The Wharton School with a B.S in Economics. Show more
Josh Stern is director of private investments at the Robert Wood Johnson Foundation, where he is responsible for all areas of private equity investing, including venture, growth, and buyout, as well as private credit, private energy, and real estate. Before joining RWJF in 2012, he was an adviser at Antarctica Capital and director of private investments at Rockefeller University. Stern holds a Master’s degree in management from NYU, an MPA from Syracuse University’s Maxwell School, and a bachelor’s from Binghamton University. Show more
Kimberly Sargent serves as the chief investment officer at The David and Lucile Packard Foundation. Prior to joining the organization in 2008, she was a consultant at McKinsey & Company based in San Francisco. Earlier in her career, she was a senior analyst at the Yale Investments Office. Sargent holds an MBA from Stanford’s Graduate School of Business and a B.A. from Yale University. She holds a Chartered Financial Analyst designation. Show more

Brian Swain

Deputy Chief Investment Officer

Howard University

Brian Swain is the Deputy Chief Investment Officer at Howard University. He has served at Howard University's investment office since 2018. Prior to Howard, he held multiple investment roles including Chief Investment Officer, Senior Portfolio Manager, Head of Research, and Investment Analyst. Swain is a CFA Charterholder and holds a bachelor's degree in finance from Penn State University. Show more

Rick Kraich

Vice President, Investments & Chief Investment Officer

West Virginia University Foundation, Inc

Rick Kraich is the vice president of investments and chief investment officer at the West Virginia University Foundation, Inc. He has served the organization since 2010 and is responsible for investment strategy and recommendations for the WVU endowment and other WVU entities. Before joining the Foundation, he was the CIO at Homrich Berg, a national independent wealth management firm. Prior to that, he was a senior director of investments at the Georgia Tech Foundation and a director of alternative investments at BellSouth. Kraich holds a Bachelor of Industrial Engineering degree from the Georgia Institute of Technology and an MBA in finance from the University of Florida. He also holds a Chartered Financial Analyst designation. Show more

Kavita Naya

Investment Manager (Private Capital)

Duke Management Company

Kavita Nayar is an investment manager of private capital at Duke Management Company (DUMAC), the endowment arm of Duke University. Previously, she worked for 11 years at Goldman Sachs in London and New York and was a vice president at Goldman Sachs Asset Management. Nayar holds a master's degree from Yale University and a bachelor's degree from Stanford University. Show more
Seth Alexander is the President of the Massachusetts Institute of Technology Investment Management Company (MITIMCo) since 2006. Prior to joining MITIMCo, he was a director at the Yale Investments Office. At Yale, he was also a management fellow at the Yale School of Management, co-teaching a class on endowment management. Alexander holds a bachelor's degree in biology from Yale University. He is also a Chartered Financial Analyst Charterholder. Show more

Anders Hall

Vice Chancellor for Investments and Chief Investment Officer

Vanderbilt University

Anders Hall was named Vanderbilt University’s vice chancellor for investments and chief investment officer in July 2013. Anders joined Vanderbilt from Duke University, where he served as head of public securities. He earned his bachelor’s degree from Duke University in economics and public policy studies, going on to the Stern School of Business at New York University for his MBA in economics and finance.  He worked at Duke for the past decade, and prior to that he held positions at Hewitt Investment Group (now Aon Hewitt) and Prudential Financial. Show more

Joyce Pan

Portfolio Manager, Private Equity

Exelon

Joyce Pan is a portfolio manager of private equity at Exelon, where she is responsible for investing & monitoring the private equity portfolio for Exelon's corporate pension and other investment entities. Previously, she was an assistant vice president of private equity at Allianz. Prior to that, she was a senior investment analyst at The Johnson Company. Pan holds a B.S. in economics and finance from the University of Pennsylvania - The Wharton School. Show more

Jeffer Choudhry

Incoming Chief Investment Officer

University of Pittsburgh

Jeffer Choudhry has recently been named chief investment officer of the The University of Pittsburgh. As CIO, Choudhry will be responsible for the oversight and management of the University’s $5.6 billion Consolidated Endowment Fund. He most recently served as senior managing director and head of investments for Carnegie Mellon University, a position he has held since 2019. He joined Carnegie Mellon’s investment office in 2016 as managing director. Prior to that, he worked in the investment office at the Museum of Modern Art (MoMA) in New York. Prior to joining MoMA, Choudhry worked in investment banking at Bank of America Merrill Lynch and Morgan Stanley, helping underwrite $40 billion of equity and equity-linked offerings. He began his career as an integrated circuit designer at LSI Logic Corporation. Choudhry earned his MBA from the Yale School of Management and his B.S. in electrical engineering from the University of California, Los Angeles (UCLA). He is also a CFA charterholder. Show more
Ben Slocum is a senior associate at Penn’s Office of Investments. He joined Penn’s Office of Investments in 2014 and currently focuses on natural resources and private equity investment programs for the University’s endowment and pension plans. Slocum holds a B.A. from the University of Pennsylvania. Show more
Letitia Johnson is the chief investment officer at Amherst College, where she has served since September 2019. Previously, she was a managing director and investment director at Cambridge Associates for over 13 years. Johnson holds an MBA from Yale University - Yale School of Management and a B.A. degree in mathematics from Brown University. Show more

Robert Durden

Chief Executive Officer & Chief Investment Officer

University of Virginia Investment Management Company

Robert Durden is the chief executive officer and chief investment officer at the University of Virginia Investment Management Company (UVIMCO). As CEO, Robert provides leadership for all aspects of UVIMCO’s operations and serves as UVIMCO’s primary representative to the University, related foundations, and the public. As CIO, he is responsible for the investment management of UVIMCO’s Long Term Pool, overseeing the asset allocation, portfolio management, risk management, and manager selection activities of the investment staff. Previously, he served as SVP and CIO at Texas Children’s Hospital in Houston, where he oversaw the hospital’s Foundation and other investment assets. He was previously the Managing Director of Private Investments at Morgan Creek Capital Management and directed private investments across private equity, energy and natural resources, and real estate. Durden holds an MBA in finance and entrepreneurship from the University of Chicago Booth School of Business and a B.A. in economics from Princeton University. He is also a CFA charterholder. Show more

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