Category: Allocator

August 26, 2018
Kristian Fok - Australia’s CBUS Superannuation CIO (EP.66)
-  Kristian Fok is the Chief Investment Officer of Australia’s A46B ($35B USD) Construction & Building Industry Superannuation Fund, or CBUS. Prior to joining CBUS in 2012, Kristian spent 14 years consulting to Australian Super Funds at Frontier Advisors.  Australia’s Superannuation program mandates that employers contribute 9.5% of its employee salaries into a Super […]
August 5, 2018
Roz Hewsenian - Helmsley Trust’s Chief of People and Process (EP.63)
 Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, […]
July 8, 2018
Anthony Scaramucci - It's Called A Mooch (EP.60)
The name Anthony Scaramucci currently has 55% name recognition in the U.S. according to Politico. Anthony has been an entrepreneur in the hedge fund industry for 23 years, growing to prominence within the industry through his oversight of fund of funds Skybridge Capital, creation of the popular SALT conference, regular television appearances, and rejuvenation of […]
June 17, 2018
Brian Portnoy - From Complex to Simple (EP.57)
 Brian Portnoy is the Director of Investment Education at $100 billion investment solutions provider Virtus Investment Partners, where he strives to simplify the complex world of money in an effort to help investors make better decisions and lead a joyful life. For the past two decades, he has held senior investment, research, and strategy roles […]
May 13, 2018
Kim Lew - The Carnegie Way (EP.52)
 Kim Lew is the Vice President and CIO of Carnegie Corporation, where she is responsible for the investment and oversight of the Corporation’s $3.5 billion Foundation. Kim joined Carnegie in 2007 after spending a dozen years at the Ford Foundation. She is also a Trustee of Ariel Investments, the Board Chair of the Stevens […]
April 29, 2018
James Williams – Curating The Getty’s Assets (EP.50)
   Jim Williams is the Vice President, Chief Investment Officer and Treasurer of the Getty Trust, where he oversees a $7 billion portfolio for the Getty Museum. Before joining the Getty in 2002, Jim spent three years as the President of Harbor Capital Advisors and prior to that, was manager of the Ford Motor […]
April 22, 2018
Michael Cembalest - Eye on the Market (EP.49)
   Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset & Wealth Management, a global industry leader with $2 trillion of client assets under management. Michael is also a member of the Investment Committee for J.P. Morgan Asset & Wealth Management and the Investment Committee for the J.P. Morgan […]
April 7, 2018
Chris Brockmeyer - On Broadway (EP. 47)
   Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.  Chris serves as an employer-appointed trustee, and in most cases as Co-Chair, on eleven multi-employer pension funds, seven health funds and four annuity funds with approximately $7 billion in total assets. […]
March 17, 2018
Wayne Wicker – Managing for Millions who Matter (EP.44)
   Wayne Wicker is the Senior VP and CIO of ICMA Retirement Corporation, an asset manager that oversees $50 billion across more than a million retirement accounts of City and County public sector employees throughout the country. Before joining ICMA-RC in 2004, Wayne had a distinguished career as an allocator and manager, starting as […]
January 22, 2018
Bill Spitz - Seasoned Commodore (EP.37)
  Bill Spitz was the longtime head of Vanderbilt University’s endowment before retiring, for the first time, in 2007. He has received numerous lifetime achievement awards for his work and is one of the legends in the business.  After failing in his retirement, he joined Diversified Trust Company, a wealth manager with $6.5 billion of […]
1 4 5 6 7 8 55

Website Built by: Pete Kremer Solutions

linkedin facebook pinterest youtube rss twitter instagram facebook-blank rss-blank linkedin-blank pinterest youtube twitter instagram