Investment Manager Profiles

Cynthia Mallett, MetLife

December 23, 2011 - Cynthia Mallett is the VP of corporate benefit funding at MetLife. She is the newest participant to take part in Investment Management MANDATE PIPELINE’s (IMMP) “5 Questions.”

Quantifying Equities is Not a Bettor’s Game

July 19, 2011 - When it was first created in 1998, OakBrook Investments, a quantitative equity manager focused on leveraging the index, had no idea that just a decade later the firm and its counterparts would face the most volatile time in the history of the modern capital markets era....

Confusion Over Derivatives Carves Pension Niche For Riverside

May 11, 2011 - With the ongoing probes as to how the Dodd-Frank Wall Street Reform and Consumer Protection Act could affect the financial marketplace, Riverside Risk Advisors executives are predicting new margin rules in the derivative sector will have significant impact on pension plan investment transactions...

Marco Keen on Launching Alternative Investments Trust Program

April 15, 2011 - The Marco Consulting Group is evaluating ways to launch an alternative investments trust program in hopes of providing its smaller-sized clients access to top performing specialized asset managers at a reduced cost, said Chairman and Co-Founder ...

With Skin in the Game, SEI's Assets Grow

November 24, 2010 - Sixteen years ago, SEI stopped serving as a consultant to retirement plan sponsors—in part because it was concerned about questionable industry practices like asset managers paying consultants. “(The consultant industry) can be conflict prone,” said Paul Klauder ...

Waterfall Asset Management Spreads Its Wings

November 5, 2010 - In the mid-1980’s to the early 1990’s, Tom Capasse and Jack Ross worked together at Merrill Lynch; the duo handled and initiated some of the earliest investment transactions that helped to establish the securitization market. More importantly, the asset-backed ...

Standard Life Puts Forth Not-So-Standard Strategy

October 29, 2010 - Chris Nichols, a Standard Life Investments investment director, spent so much time last year road showing the firm’s new global absolute return strategies (GARS) platform to U.S. corporate and public pension plans, that he found it made ...

Acadian Asset Management: Low Volatility Equals High Gains

September 20, 2010 - Due to the markets newfound love of global equity, Acadian Asset Management’s four-year old managed volatility strategy seems to be bearing some investment fruit for the Boston-based firm’s assets under management as of late. In July, the ...

Braver Stern Hires for Mortgage Sales Team

June 22, 2010 - Independent broker-dealer Braver Stern Securities hired investment strategist Scott Buchta as a managing director and head of the New York-based firm’s investment strategy. Buchta has over 23 years of experience developing ...

CalPERS Names Chief Operating CIO

March 5, 2010 - The California Public Employees’ Retirement System has found a replacement for Chief Operating Investment Officer Ken Marzion who is retiring after 35 years at the plan. Effective April 19, Janine Guillot will fill the role, ...

Pritchard Capital Hires for Sales Team

November 24, 2009 - Pritchard Capital Partners continued its expansion today and added two executive veterans to its roster. Tyler Davis and William Flaherty, whose combined experience encompasses more than 45-years in the industry, have ...

UVa. Drops $100M More in February

April 2, 2009 - The endowment for the University of Virginia (UVa.) has reported a roughly $100 million loss for the month of February. The fund has dipped from $5.1 billion to $3.76 billion in the past eight months, equaling a 26% drop, according to a report by The Daily Congress. Despite this, UVa. intends to maintain it current investment scheme. Last month, the University of Virginia Investment Management Company (UVIMCO) placed $600 million of its investment portfolio in cash and…

Hard Times Could Spell Good Fortune for NewOak

February 13, 2009 - Times are hard in America these days, and for the moment at least, Ron D'Vari likes it that way. D'Vari is co-founder and CEO of NewOak Capital, a New York-based fund management and advisory firm founded last summer that is focused on investing in distressed assets. 'There's a whole new world coming in terms of financial structure,' said D'Vari, who came to this timely new venture from a position as head of structured finance at BlackRock…

Ohio PERS Names New Director

September 25, 2006 - Christopher DeRose has been named executive director of the $73 billion Ohio Public Employees' Retirement System...

CIO at Houston Muni. to Retire

September 20, 2006 - Neal Wallach, CIO of the $1.4 billion Houston Municipal Employees' Pension System, will retire at the end of the month...