此内容来自:yabet官网

John Barker

Managing Director at Kresge Foundation

    从2018年5月,最受欢迎的分配者第一队

    For many, the role of chief investment officer at an elite institution is the end goal of a career on the allocating side of the financial industry. It means leading a team of investors, allocating a portfolio worth billions, and serving a meaningful mission (with a solid paycheck, too).

    Nice work if you can get it.

    Who are the investors coveted for these treasured CIO roles? When recruiters dream of their ultimate long list, who’s on it?亚博赞助欧冠asked them. What follows is the top 25 institutional allocators that recruiters most want for CIO jobs and who don’t yet have them.

    The top talent brokers helpedII’s editors design a formula to quantify desirability and score candidates, according to what they think matters in a first-time CIO.

    投资组合管理50%

    • 投资轨道记录:25%*
    • Exposure to complex investments and asset classes: 15%
    • 经理关系和访问:10%

    Non-Portfolio Management 50%

    • Management and leadership skills: 20%
    • 沟通,人际关系能力和董事会互动经验:20%
    • Reputation of employer: 10%

    用这些标准在手中,IIeditors collected, vetted, and scored reams of recommendations, sourced primarily from the leading recruiters on three continents, but also from asset managers, consultants, and CIOs themselves. When more than one investor received the same total score, ties were broken by subtracting grades for investment track record and employer reputation — the two criteria most dependent on the quality of an individual’s organization.

    Crucially, this lists recruiters’ fantasy draft picks, not free agents — to an extent: Allocators assumed to be unmovable (Yale’s Dean Takahashi, say) were ignored; so were individuals with no previous allocating experience. Otherwise, any institutional allocator worldwide, regardless of age or fund size, was fair game. Some may have decided long ago to remain pure investors, and that the work of coddling board members, managing scandals, and debating salaries wasn’t for them. To those who see members of their staff listed, congratulations! Take this is as a testament to your ability to develop talent — and an annual market valuation of it.

    Welcome toII’s inaugural Most Wanted Allocators: First Team, ranked 1 through 25. TheSecond Team(26 to 50) can be foundhere

    意见,投诉,明年候选人?Let us know.

    *When an individual’s portfolio track record was unknown, significant weight was given to the track record of the institution(s) at which they worked over the previous ten years.

    1Donna Snider

    Managing Director at Kresge Foundation

    Total Score: 87/100

    One of the highest paid employees at Kresge, Snider’s compensation — nearly $635,000 in 2016 — “speaks for itself.” The former actuary is a “specialist at very complex asset classes” and a “highly effective” communicator. Her employer, in turn, is a foundation known for its “progressive” investments. Recommended by nearly every person consulted for this list, Snider is a “strong No. 2 who will be a CIO somewhere.”

    2Scott Taylor

    Managing Director, Investment Partnerships at Canada Pension Plan Investment Board

    总分:86/100

    U.S. recruiters and Canadian peers alike see CIO in Taylor’s future. “He is just a machine. He runs the external manager program, which is a pretty significant portfolio” — an understatement when you control allocations worth C$94 billion (US$73 billion). “He has about 30 or 40 people out of Toronto, and they just crank,” one insider says. Taylor and his close London counterpart Aleksander Weiler are “really well-suited. I think Alek is a little bit more creative.”

    3.Tanya Carmichael.

    Managing Director of Global Funds at Ontario Teachers’ Pension Plan

    Total Score: 85/100

    “Incredibly strong leadership skills,” one recruiter raves. Carmichael leads about 15 investment professionals based in Hong Kong, London, and the Toronto mothership, all searching primarily for direct and co-investments with “a private equity focus.” Beyond Ontario Teachers’ — by some measures the world’s best performing pension fund — “she’s engaged with the investor community and chairs ILPA,” the Institutional Limited Partners Association.

    4.Timothy Dolezal.

    Investment Director, Private Equity at University of Notre Dame

    Total Score: 84/100

    Notre Dame“出生和繁殖”,Dolezal经常被视为Cio Scott Malpass的“继承人,”虽然招聘人员注意到他的任期较年轻的男性Malpass是“不再退休。”仍然,他们说Dolezal - 凭借他的伟大人才技能和技术经验 - “将成为一个CIO。”

    5.埃德卡斯

    Senior Managing Director and Global Head of Real Assets at Canada Pension Plan Investment Board

    总分:83/100

    Cass “could be the CEO of any fund in the world, let alone the CIO,” one industry insider says. “Not that it looks like he’s having any fun. He’s a bit like Eeyore, a contrarian.” Cass took over the real assets arm to fill a need for solid leadership, adding yet another CPPIB division to the list of groups he’s run. The question about Cass is not whether he’s wanted as a CIO — he is — but rather if he wants to be one.

    6.Barbara Zvan

    安大略省教师养老金计划的主要风险和战略官

    Total Score: 82/100

    Zvan”非常有经验,非常明亮,甚至-keeled” — all the traits an institution desires in its head of risk, one of the hardest positions to fill, according to recruiters. Zvan’s dual risk/strategy mandate is rare, and the addition of responsible investing chief makes her job one-of-a-kind. She chairs the International Center for Pension Management, has taught at the University of Toronto’s business school, and advises the province on pension policy. “She could be the architect” of any pension fund.

    7.Thomas Woodbury

    宾夕法尼亚大学绝对回报策略董事总经理

    Total Score: 81/100

    一个顶级招聘人员选择填补CIO角色,伍德伯里是“一颗星”。随着“捐赠的相当大,”沃顿毕业生是“超级抛光”。那些知道伍德伯里有一个类似的技能,将于2015年挑选的前同事大卫哈克,以领导加州大学旧金山基金会。伍德伯里,现在在U. Penn领导绝对的回报策略,在股权研究中开始,给了他安全级别的经验。

    8.凯瑟琳格雷厄姆

    Head of Strategy Coordination at Universities Superannuation Scheme

    Total Score: 80/100

    “Effectively the No. 2” in command at USS, Graham is “very well thought of” in the industry, having done everything from managing hedge funds to spearheading the design of a new defined contribution plan. If she has a weak point, it’s her relationships with external managers — as head of strategy coordination, she’s not directly involved in manager selection.

    9.Robert Coke

    Head of Absolute Return and Buyout Investments at Wellcome Trust

    Total Score: 80/100

    Coke reportedly trained as a Catholic priest before realizing it wasn’t for him. The church’s loss was the Wellcome Trust’s gain — over the last 19 years Coke has been “very, very active” in building out the preeminent foundation’s alternatives program. Recruiters question why Coke, who hasn’t yet run a “fully-fledged team,” hasn’t moved into a more senior role — but in the tight European endowment and foundation world, there are “not too many seats for him to go to.”

    10.Monica Lai

    Senior Investment Director at Sloan Foundation

    Total Score: 79/100

    Lai is a “quiet star” with a “varied background” including roles in private equity and Pfizer’s corporate pension. Now at the Sloan Foundation, she “has huge responsibilities” in manager selection and due diligence — resulting in a high complexity score. Recruiters speak highly of her personality, leadership, and experience dealing with board members, the result of her “rich career history.”

    11.Kelsey Morgan

    Deputy CIO at Dartmouth College Investment Office

    Total Score: 79/100

    市场是“只是等待”为摩根成为一个CIO,他是一个“非常好的选择”。他是“年轻人的一点点”,但“漂亮的抛光 - 从达特茅斯的双重程度有所帮助,”迈克尔·彭博家的家庭办公室有一个两年的精神。But as one recruiter warns, “it’s much harder to get the CIO role after you’ve been passed over,” which Morgan reportedly was when Alice Ruth took over from Pamela Peedin in 2017. “A little pause for thought there — but just a little.”

    12.Eduard van Gelderen

    加州大学高级董事总监

    总分:78/100

    UC scored a “major coup” last year in attracting van Gelderen, the “world-class” CEO of APG Asset Management. As the former head of a “top-tier” Dutch fund responsible for nearly $500 billion, van Gelderen has serious board chops, as well as skill in balancing professional investing with public accountability. But UC’s “all-star” team has suffered notable exits of late, knocking a point off van Gelderen’s fund reputation score and piquing headhunter interest in those remaining.

    13.Jack Edmondson

    Deputy CIO at Oxford University Endowment Management

    总分:78/100

    Although Oxford’s endowment is “quite small” at £3 billion (US$4 billion), it is a “globally sophisticated platform” — setting up Edmondson as a “CIO of the future.” The deputy chief spent five years at a private equity firm before joining Oxford, and continues to have a “strong alts focus.” As a graduate of Oxford’s business school, however, recruiters believe Edmondson will wait for the “right CIO position” before leaving his alma mater.

    14.Ingrid van Sundert

    外部管理人员主管在APG资产管理中选择和监控

    Total Score: 77/100

    经过近20年的APG,Van Sundert在内部和外部的“高度重视”。现在运营所有荷兰基金的经理选择,在履行债务和股票之前,她在房地产中开始,在投资组合管理中发出了高分。然而,在这么大的组织中,她的经验较少处理与此名单上的其他人。

    15.Alistair Barker

    Head of Portfolio Construction at AustralianSuper

    Total Score: 76/100

    “合法”,一位推荐人说。巴克在澳大利亚最大的退休基金中拥有素质前的CIO作用,这可以是世界上最好的整体系统。他已经“在雷达上”了很长一段时间,“为自己的名字”,在过去的十年中,随着援助的援助人员成长。他称为“梦幻般的导师,”强大的公众演讲者,以及“深深的投资组合思想家”,尽管他的相对年轻人。有“很多人才 - 和金钱 - 在澳大利亚市场”。

    16.John Barker

    Managing Director at Kresge Foundation

    Total Score: 76/100

    内部人士称,Robert Manilla的团队中有两个强有力的代表:Donna Snider是一个,Barker另一个。虽然仍然“有点年轻,”巴克是“非常抛光”和“经验丰富”。毕业于巴黎圣母院后,巴克被大学的Cio,Scott Malpass聘用,并留在终点五年内。招聘人员认为他现在在克雷斯队“坐下来”,希望成为后续马里拉的希望。

    17.Sarah Samuels & Greg Turk (tie)

    Managing Director at Wellesley College & Director of Investments at Illinois Teachers’ Retirement System

    Sarah Samuels的总分:75/100

    This former Wellington Management and Massachusetts pension “star” made the jump to the Wellesley endowment in 2017. Seen as a “CIO in waiting” by numerous outsiders, her stint as the deputy CIO at a massive state pension gives her “leadership and portfolio” experience, as well as “likely exposure to senior stakeholders” due to CIO Michael Trotsky’s acknowledged skill in mentoring talent. The question one recruiter has is simple: “Would she leave Wellesley? I don’t know.”



    Greg Turk总分:75/100

    虽然可能少于这个名单上的“东北抛光”,但土耳其人就是“超级纪律”和“非常非常明亮”。这种“Folksy”中共有“分析弯曲”的熟练跨越资产课程 - 内部人士表示,他的人民技能同样好。“超级组成”甚至在冲突的董事会会议期间,土耳其人“不聊......有人周到的标志。”

    19.Jay Kang

    斯坦福管理公司董事总经理

    总分:75/100

    这个耶鲁养老院是“准备好”的技能 - 为CIO工作而言。在希尔顿基金会的“良好的声誉”和“良好的血统”和“良好的血统”中,康在技术角度来看,康“当然”强劲。但在斯坦福 - 斯坦福 - 与“非常具有挑战性”的董事会 - 康的问号是他将如何处理新的投资委员会。

    20.克里斯蒂理查森

    Director of Private Investments at Hewlett Foundation

    总分:75/100

    在硅谷的心脏,“大规模但under-the-radar” Hewlett Foundation pulls down “some of the best” returns in the business. CIO Ana Marshall “does a lot” as chief, including dealing with the “board, politics,” etc. — which lets her lean team grind at investing. “Hewlett doesn’t have a Yale-style leadership machine” to tutor Richardson on board wooing. But it does have an alpha machine, anchored by “supremely talented venture directors” — Richardson included.

    21.Rich Hall

    Deputy CIO at UTIMCO

    总分:74/100

    Having “done his time” at the messy Harvard Management Company, Hall returned to Texas and UTIMCO in early 2018 to reunite with former boss Britt Harris. That Harris, newly implanted at UTIMCO after a successful career at Texas Teachers, would so quickly get Hall back “speaks volumes — it’s basically all you need to know.” Look for Hall to either “succeed Harris, when the time is right, or be lured away to run his own non-profit portfolio.”

    22.Stephen Gilmore &Ed Hetherington (tie)

    UNC管理有限公司未来基金董事总经理的前首席投资策略师

    Stephen Gilmore的总成绩:74/100

    3月未来基金重组,消除the chief strategist role in favor of two deputy CIO positions. Gilmore — with his “broader, top-down investment style” and “deep fixed-income background” — was the shake-up’s biggest casualty. Although a free agent for now, the “incredibly intellectual, incredibly strong” Gilmore is unlikely to stay on the market for long, recruiters say.



    Ed Hetherington’s Total Score: 74/100

    This UPS pension alum has a “broad swath of experience now that he’s moved into the endowment side of the business”. Strengths include “strong” manager relationships — “always important for a candidate to be considered” for a CIO role — and “a very sharp, engaging personality.” Word is that he’s been “considered for a few leadership roles” but, as of now, “is content at UNC.”

    24.Jane Dietze

    Managing Director at Brown University

    Total Score: 73/100

    Dietze — with a resume that includes Fortress Investment Group and venture firms NextPoint Partners and Columbia Capital — comes highly recommended by most recruiters. She began working at endowments in 2012, when she joined Bowdoin College as director of private equity. Now the second-in-command at Brown, Dietze also serves on the investment committee of the U.S. Soccer Federation.

    25.Elise McDonald

    Managing Director at Harvard Management Co.

    Total Score: 73/100

    A “very good investor,” McDonald oversaw absolute return investments, then portfolio strategy, before taking on a generalist role under HMC’s latest CEO Narv Narvekar. The formerly “dysfunctional” environment at Harvard meant a lack of “proper mentorship” for McDonald in the past, but under Narvekar she’s getting “good exposure and breadth.”

    相关内容