Hedge Fund Firms - Endowments Research

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Hedge Fund Firms - Endowments Research

Ivy League institutions such as Brown University and Columbia University rely on investments and endowment funds to grow the principle and provide an extra income to cater to expenditures.

Princeton University

LinkedIn Profiles of Team Managers

PRINCO is made up of three teams; the Investment Team, Operations Team, and the Board of Directors.

Investment Team

Operations Team

Board of Directors

  • Kevin T. Callaghan — Managing Director, Berkshire Partners. His LinkedIn profile is not available.
  • Christopher L. Eisgruber — (ex officio), President, Princeton University. His LinkedIn profile is not available.
  • James A. Forese — Former President of Citigroup. His LinkedIn profile is not available.
  • Andrew K. Golden — (ex officio), President, PRINCO.
  • C. Kim Goodwin — Chief Executive Officer and Chief Investment Officer, Avanico Holdings, and University Trustee.
  • Jim Matteo — (ex officio), Vice President for Finance and Treasurer, Princeton University.
  • Bob Peck - (Chair of the PRINCO Board of Directors), Managing Director, FPR Partners.
  • Sarah E. Stein - Managing Partner, Hall Capital Partners.
  • Marco A. Tablada Founder and Managing Partner, Wiborg Capital. His LinkedIn profile is not available.
  • C. James Yeh — (ex officio), President and Co-Chief Investment Officer, Citadel Investment Group LLC, University Trustee and Chair of the University Trustee Committee on Finance.
  • Anthony A. Yoseloff — Executive Managing Member, Davidson Kempner Capital Management LPN. His LinkedIn profile is not available.

Harvard University

  • Harvard Management Company (HMC) runs the Harvard University endowments, which amounts to $40.9 billion.
  • The hedge fund firm was established in 1974.
  • The endowment is shared among the twelve Harvard’s schools. About 80% of the endowments’ funds are dedicated to a specific school by the donor. The twelve schools have varying revenue profiles, with each institution drawing a “different proportion of its budget from its endowment.”

LinkedIn Profiles of Team Managers

HMC Leadership

Board of Directors

  • Jane Brock-Wilson — Managing Director, Berkshire Partners LLC. There is no LinkedIn profile available for Jane.
  • Amy C. Falls — Chief Investment Officer and Vice President for Investments, The Rockefeller University
  • Joshua S. Friedman — Co-Founder, Co-Chairman, and Co-Chief Executive Officer, Canyon Partners, LLC
  • Thomas L. Kempner, Jr. — Co-Founder and Co-Executive Managing Member, Davidson Kempner Capital Management
  • William M. Lewis, Jr. — Managing Director and Co-Chairman of Investment Banking, Lazard & Co. Ltd. Lewis's LinkedIn profile is not available.
  • N.P. Narvekar — Chief Executive Officer, Harvard Management Company
  • Brian C. Rogers — Former Chairman of the Board and Chief Investment Officer, T. Rowe Price Group
  • Jeremy C. Stein Moise Y. Safra Professor of Economics, Harvard University

University of Pennsylvania

LinkedIn Profiles of Team Managers

Investment Team

Operations Team

Administrative Team

  • Elizabeth DoughertyFeeney, Executive Assistant. Dougherty's LinkedIn profile is not available.
  • Tatraina Ketter — Executive Assistant. Ketter 's LinkedIn profile is not available.
  • Andreana Thomas — Executive Assistant. Thomas' LinkedIn profile is not available.

Yale University

LinkedIn Profiles of Team Managers

Investment Professionals

Legal Professionals

  • Deborah Chung — Senior Associate General Counsel. Chung's LinkedIn profile is not available.
  • Stephanie Chan — Senior Associate General Counsel. Chan's LinkedIn profile is not available.
  • Sohail Ramirez — Associate General Counsel.
  • Peter N. Steinwachs — Associate General Counsel
  • Lauren Caplan — Associate General Counsel. His LinkedIn profile is not available.

Brown University

  • With its investment portfolio, Brown University benefits from a strong performance distributed evenly across asset classes. As a result, Brown University’s endowment impressively outperformed its benchmark with a 12.4% return in its 2019 fiscal year. June 30, 2019, marked Brown’s close of the fiscal year, with an endowment that stood at an all-time high, $4.2 billion.
  • Further, Brown's 12.4% return surpassed not only the preliminary return of its benchmark portfolio at 5.8% but also Cambridge’s Associates’ preliminary mean. Brown also surpassed median returns for higher learning institutions, colleges (5%), and universities (4.9%).
  • In the past decade, the endowment from Brown Investment Office has yielded investment gains of $2.9 billion and provided $1.6 billion, dedicated to Brown's educational mission.
  • The Brown Endowment Fund was established in 1769. Today, the fund is managed by the Brown University Investment Office.

Investment Team

Columbia University

LinkedIn Profiles of Team Managers

  • IMC is made up of three teams; Investments, Operations, and Technology.

Investments

Operations

  • Jaisinghani Anil — Director
  • Mc. Carthy Lidia — Director
  • Mercado Julius — Chief Operating Officer- Julius' LinkedIn profile is not available.
  • Owens Michael — Managing Director
  • Tse Sue — Director. Sue's LinkedIn profile is unavailable.

Technology

Administration

  • Sucena Mariane — Administrative Coordinator. Mariane's LinkedIn profile is not available.

Cornell University

  • The office is responsible for policy implementations established by the Investment Committee and the University Board of Trustees. The Investment Office is headed by the chief investment officer and is run by a dedicated team of investment professionals.
  • Cornell University's Office Investments started restructuring its portfolio in 2016. Cornell University's endowment fund's size is $7.3 billion, with a 5.3% fiscal return for the year ending June 30, 2019. The endowment's gains include real estate and equities (public and private). Besides real estate and equities, Cornell University's holdings include bonds and commodities, which are globally diversified.

LinkedIn Profiles of Team Managers

  • Kenneth Miranda- Chief Investment Officer. His LinkedIn profile is not available.

Dartmouth College

  • The Dartmouth College Investment Office was started in 1769 and is run by a Board of Trustees' Investment Committee, who also manages the investments of the college and the endowment fund.
  • Other than Dartmouth College, the endowment fund represents schools such as Geisel School of Medicine, the Tuck School of Business, the Thayer School of Engineering, and the Guarini School of Graduate and Advanced Studies.
  • The fiscal year ending June 30, 2019, generated a 7.5% return, which brought the size of funds to $5.7 billion in total value. Dartmouth's endowment saw a contribution of over $250 million, contributing to the annual operating budget in support of priorities such as faculty compensation, and robust financial aid packages.

LinkedIn Profiles of Team Managers


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