Profiles
As the upsets, buzzer beaters and Cinderella stories on the hardwood distract the U.S. workforce and captivate the country, Nonprofit News examined how each team stacks up off the court from an endowment perspective.
With Founder and CIO Roger Vincent at the helm, Summation Capital is a new asset management industry fund-of-funds known for its endowment style approach to private equity investing. Read how Roger and the Summation team doing things differently.
Brad Tillberg joined the $12.9 billion Oklahoma Public Employees Retirement System as its new cio in 2009 from Russell Investments. He took the time to answer five questions with FIN News.
Jon Salstrom joined the $2.3 billion Cincinnati Retirement System as its new executive director in August 2023. He took the time to answer five questions with FIN News.
Frank Mihail joined the North Dakota Department of Trust Lands as cio in January 2023, where he is responsible for overseeing a three-person team and the agency’s approximately $7.5 billion trust fund portfolio. Mihail, who is tasked with managing overall investment strategies and portfolio construction, directing analyses across asset classes in the implementation of multiple investment strategies and monitoring investment performance, money manager reviews and underlying risks, took the time to answer five questions plus one extra with FIN News.
Nikki Kraus is tasked with overseeing the Arlington, Va.-based outsourced cio’s client development, operations, finance and human resource functions, while interfacing with clients to ensure the firm is delivering tailored approaches to meet their needs. She took the time to answer five questions, plus a few extra, with FIN News.
Lorenzo Newsome Jr. has developed a lot of skills that he believes will help him excel in his first role on the allocator side of the table.
The firm has seen record growth in recent years, including onboarding 292 advisors to both new and existing practices across its network in 2023.
The beginning of August was a passing of the torch both literally and figuratively at Wespath Investment Management as Johara Farhadieh took over the cio reins from long-time investment head Dave Zellner on Aug. 1.
Michael Malchenko, who was hired as Santa Clara (Calif.) Valley Transportation Authority’s new cio last month after the position had been vacant for nearly two years, took the time to answer five questions with FIN-News.