Browsing: Practitioners

By Charles Skorina We recently looked at the number of women CIOs at big endowments*. Among 109 North American endowments over $1 billion we identified twenty (18 plus one director of investments and one CFO who liaises with their OCIO providers). That’s just 18%–less than one out of five. ForRead More

By Charles Skorina The $90 billion Oregon Pension ranks among the top 15 in the US, but how many in the industry know the current board chair, Ms. Rukaiyah Adams? Ms. Adams was born in Berkeley, CA, grew up in diverse, northeast Portland, and returned to her home city afterRead More

By Charles Skorina   Michigan State University announced the appointment of Philip Zecher as Chief Investment Officer on Friday, December 18th, 2015. Philip Zecher has just been appointed MSU’s first-ever chief investment officer, reporting directly to Dr. Lou Anna K. Simon, MSU’s president. The trustees announced the appointment on Friday and PhilRead More

CLVS fell nearly 70% on adverse news from the FDA. The tricky call for investors is whether the drop was (a) just enough, (b) not yet enough, or (c) perhaps too much to discount this blow. Two savvy analysts have recently expressed sharply opposed views on this.Read More

Clifford Asness Co-founder, AQR Capital.  Was Managing Director and Director of Quantitative Research for the Asset Management Division at Goldman Sachs.  Ph.D. in Finance from the University of Chicago. Eugene Fama’s student and teaching assistant. Applied Quantitative Research Bio (AQR Capital) Research (SSRN)

Peter Bernstein Although technically an investment practitioner, Bernstein’s significant contribution to the field of investing takes the form of his two chronicles of modern finance: Capital Ideas and the recently released Capital Ideas Evolving.  In these books, he accomplishes the previously unthinkable: 500+ pages of financial history and theory with zero pagesRead More

Angelo Calvello Former Executive VP, North America, Man Investments.  Six years with State Street Global Advisors where he helped build the firm’s portable alpha and hedge fund businesses. Relevant Postings (AllAboutAlpha.com)

Jack Coates Head of Portable Alpha, Managing Director, Portable Alpha Team, Morgan Stanley Alternative Investment Partners.  Former head of pension plan for Weyerhaeuser. Morgan Stanley AIP Portable Alpha Relevant Postings (AllAboutAlpha.com)    

Alexander Ineichen Managing Director and Senior Investment Officer at UBS Alternative Investment Solutions. Author of Absolute Returns & Asymmetric Returns.  Board of Directors of the Chartered Alternative Investment Analyst Association (CAIAA). Bio (CAIA) UBS Alternative & Quantitative Investments Asymmetric Returns (2006) Absolute Returns (2002) Relevant Postings (AllAboutAlpha.com)

Lars Jaeger Partner and Head of the alternative beta strategies, Partners Group, Switzerland.  Author of several leading hedge funds publications. Bio (Partners Group) Research (SSRN) Relevant Postings (AllAboutAlpha.com)               

Eric Sorensen President and Chief Executive Officer of PanAgora, and a member of the firm’s Investment and Management Committees.  Prior to joining PanAgora, was the Chief Investment Officer of Structured Equity, and Director of Quantitative Research at Putnam Investments. Bio (PanAgora) PanAgora Interview (Pensions & Investments) Relevant Postings (AllAboutAlpha.com)

Barton Waring Managing director and head of the Client Advisory Group at Barclays Global Investors.  Previously, head of Ibbotson Associates. Bio (Yale Alumni Association) Research (SSRN) Relevant Postings (AllAboutAlpha.com)