Sarah Fromson is Chair of the Cambridge University Endowment Fund Investment Advisory Board. She also holds a number of other Non Executive Board roles, including at the Calouste Gulbenkian Foundation, Quilter Investors, Capital Generation Partners among others. She spent 11 years as head of Investment Risk at the Wellcome Trust and prior to that was a Chief Investment Risk Officer at RBS Asset Management.
SEARCH RESULTS
279. Ilya Zaides of 14B Capital: Taking Things “Back to Formula” in Fund Management and in Life
Ilya Zaides is CIO and Founder of 14B. He started his career as a lawyer, eventually transitioning to an allocator role within two leading hedge fund allocators. He then made a switch into fund management, founding 14B 15 years ago.
277. Shan Chen: AI Pathbreaker: Tales from the Crucible of Public Fund Innovation
Shan Chen was until recently a portfolio manager focused on mostly private investments at the Arizona Public Safety Personnel Retirement System, where he spent over 17 years. He previously worked primarily within information technology and did research work in biochemistry. He has recently retired from the PSPRS and is focusing full time on developing AI solutions for investment management.
215. Debbie Fielder of Clwyd Pension Fund at Flintshire County Council: Local Vision/National Impact
Debbie Fielder is deputy head of Clwyd Pension Fund at Flintshire County Council, where she has spent over 27 years. She is a leading voice on the LGPS investment circuit having been an early adopter of broad diversification and a founding member of the Welsh Pensions Partnership.
207. Brian Portnoy of Shaping Wealth: Funded Contentment and the Importance of Focusing on the “Who”
Brian Portnoy is the founder of Shaping Wealth, a learning technology platform transforming the human experience of money. It combines science and story to show people how to underwrite a meaningful life, and is the source of the term “funded contentment. He previously led investor education across a series of investment firms and prior to that was head of manager selection at a Chicago-based fund of hedge funds.
165. Eugene O’Callaghan: Under the Hood at a State Fund and How it Charts the Economic Heartbeat of a Nation
Eugene O’Callaghan is a business and investment advisor based in Dublin, where he advises a range of asset managers and sovereign wealth funds on strategic initiatives. He was formerly director of the Irish Strategic Investment Fund and prior to that Director of the National Pensions Reserve Fund of Ireland. He started his career as an accountant.
Bonus: UK Public Pension Fund Special Series – Chris Hitchen, Chairman of Border to Coast – Building an Institution for the Long Haul
Chris Hitchen is Chairman of the Border to Coast pension partnership, as well as the Pension Super Fund and Trustee and Chair of the Investment Committee at Nest, the National Employment Savings Trust. He holds a number of other Board and director roles and was formerly chief executive of RPMI representing over £27 billion of pension arrangements for the UK rail industry.
Bonus: UK Public Pension Fund Special Series: Mike O’Donnell, CEO of the London CIV – Finding a “Home” in Public Service
Mike O’Donnell is Chief Executive Officer of London LGPS CIV Ltd., a position he has held since March 2019, following a career of over 30 years in local government including a range of finance-related roles. He recently announced his intention to step down from that...
Johara Farhadieh – Setting the Expectation for Progress in Public Funds
Johara Farhadieh is Executive Director and Chief Investment Officer of The Illinois State Board of Investment (ISBI), in which she oversees a $20 bn defined benefit fund and a $5 bn dollar defined contribution plan with over 150,000 beneficiaries. She has been at ISBI for over 13 years, and prior to that was a financial analyst. She was named an All-Star Chief Investment Officer by Trusted Insight and ISBI was ranked number one in private equity returns among public pension funds in 2020 by the American Investment Council.
A story about resilience and a refusal to accept “no” for an answer when it comes to building diversity in an institutional portfolio.
Mark Steed – Out of the Box and Data-Driven – A Vision for Pension Funds of the Future
Mark Steed is Chief Investment Officer at Arizona PSPRS Trust, a US public defined benefit fund with over $13 bn AUM, where he has spent over 14 years. He previously worked as a banker and prior to that as a financial analyst, and has a Masters in Predictive Analytics. He describes himself as an “investment ideas” guy and an out of the box thinker at that.
An out of the box thinker and public fund CIO takes us out of the box to discuss his current investment ideas and what it takes to motivate a retain a team.