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degree in Business Administration from the Walter A. Haas School of Business at the University of California, Berkeley, and is a CPA. Prior to joining Makena in 2022, Fiona was a VP Controller at Litman Gregory Wealth Management. He is also a member of the Economic Advisory Panel of the Federal Reserve Bank of New York. This institution is an equal opportunity provider and employer. Before that, Fiona was a Fund Controller at SteelWave and Stockbridge Capital Group. He is responsible for portfolio reporting, trade operations, and exposures tracking. Arthur Markley is an Investment Analyst working across the Private Equity, Marketables, Real Assets, and Risk Management teams on investment diligence and portfolio management. Joe is responsible for the construction and risk management of internal and external multi-asset class portfolios and serves as the portfolio manager for many of our Outsourced CIO (OCIO) clients. From 2003 to 2011 Dr. Jaensubhakij was Head of Total Return Equities and the US Equities teams based in GICs New York Office. Fiona began her career as an Auditor and ultimately an Audit Manager at Ernst & Young. A Stanford Management Company Ethical Investment Framework An updated Statement on Investment Responsibility issued by the Board of Trustees A more effective process for investment responsibility requests to be heard Initiative for expanded educational and research offerings in Engineering-Economic Systems from Stanford University. Prior to K2, Amanda held alternative investment roles in operational due diligence, valuation, and fund analysis. Prior to joining Makena in 2009, Mike was the Chief Financial Officer at Pantera Capital Management, a global macro hedge fund in San Francisco, where he oversaw the operational, trading, accounting, and tax functions. Mr. Stephanie is responsible for supporting portfolio management and manager selection across the Marketable asset classes (Public Equity, Hedge Funds, and Fixed Income). Stanford Management is a national leader in affordable housing. Prior to joining the Harvard Management Company in 1995, he worked as a consultant at Cambridge Associates and as a private equity analyst at Liberty Mutual Insurance Company. from New York University School of Law. Previously, Justine was an Investment Banking Analyst in Goldmans Leveraged Finance group. Good work life balance and interaction with the Stanford community for those who want it. Thom began his career in real estate management in 1990 eventually moving into affordable and historic tax-credit multifamily residential development and then on to the leadership team at Stanford Management in 2012. in Accounting from Syracuse University and is a CPA in California (inactive). Before PineBridge, Andre spent six years at Western Asset Management as a client service executive focused on large institutional clients. Laura-Sofia Mehta is an Investment Analyst working across the Private Equity, Marketables, and Real Assets teams. in Business Administration, magna cum laude, from the University of Southern California. Management. Prior to Asia Alternatives Management LLC, Ryan was a Senior Assurance Associate at Ernst & Young LLP. She is also on the Board of Advisors and the Investment Committee of the Isabella Stewart Gardner Museum as well as the Investment Committee of Partners Healthcare. Claire graduated from Dartmouth College with a B.A. Daniel Leblond is a Director of Fund Operations in Makenas Financial Operations team. Get the latest business insights from Dun & Bradstreet. Prior to joining Makena, Amanda was a Senior Hedge Fund Analyst at K2 Advisors for six years, responsible for initial and ongoing due diligence reviews of hedge fund and long-only fund managers across numerous strategies and jurisdictions. Before joining Makena in 2016, Andre was a Senior Vice President in Business Development at the TCW Group in Los Angeles. Bondholder Information. May 2019 Accounting Corporate Governance Download Recently, there has been debate among corporate managers, board of directors, and institutional investors around how best to incorporate ESG (environmental, social, and governance) factors into strategic and investment decision-making processes. in Finance from the University of Georgia. Earlier in his career, Frank held risk management roles within the capital markets divisions of several global investment banking institutions, where he was responsible for conducting due diligence on hedge fund counterparties. He also holds the Chartered Financial Analyst designation from the CFA Institute. Brandon Talagtag is the Office Coordinator responsible for firmwide event support, procurement, and facilities. Alison Davis is a Vice President in Makenas Client Strategy Group, working closely with both domestic and international clients across different segments, including family offices, Endowments and Foundations (E&F), and sovereign wealth funds, on their investment portfolios. Currently, Pam is Trustee and Chair of the Investment Committee of the Boston Symphony Orchestra. Glassdoor provides our best prediction for total pay in today's job market, along with other types of pay like cash bonuses, stock bonuses, profit sharing, sales commissions, and tips. As the Vice President for Stanford Management, he is able to merge his passion for excellence, team building, and business development in support of an outstanding Leadership Team. David Captain 888 Director Investments Don Chadwick 888 Analyst Investment Operations School & Dept. She also chairs the Diversity, Equity and Inclusion Committee. in Accounting from Eastern Washington University and is a CPA in California (inactive). Global Holdings (NEW) 13D/G. Haidee graduated from the University of the Philippines with a B.S. Whalewisdom has at least 2 13F filings. He received his undergraduate degree with Honors from The University of Chicago, studied international economics at Georgetown University on a fellowship from the Fund for American Studies, and received a law degree from NYU School of Law, where he was Articles Editor of the NYU Annual Survey of American Law. Garrett graduated from Washington & Lee University with a B.A. Prior to joining Makena, Derek was an Operations Manager at CITCO Fund Services, where he was responsible for the portfolio valuation, profit and loss reporting and middle office operations of CITCO San Franciscos hedge fund clients. Stanford University Location 450 Jane Stanford Way, Stanford, California, 94305, United States Description Industry Michelle Hung is a Senior Associate on Makenas Performance Reporting Group. . Prior to joining Makena in 2021, Sean was a Senior Fund Accountant at Top Tier Capital Partners, a family of funds focused in venture capital. Project Management Resources. Mike was the firms founding CEO and has also served as the Executive Chairman and Managing Partner. Nhi Hoang is an Assistant Controller at Makena, responsible for accounting and operational functions for Makenas management company. In this capacity she conducts investment diligence on managers and new investments. in Finance from the Rochester Institute of Technology. Bre received a B.A. Outside of the office, Eve enjoys gardening, reading, and spending time with family.Read More, Tina Ouellette Director of Finance Tina is originally from a small town in Northern Maine nestled in between Fort Kent and Eagle Lake in Northern Aroostook County called Wallagrass. Laura-Sofia graduated from Stanford University with a B.S. Jonathan Chan, a Managing Director, oversees all financial operations of Makena vehicles. * Arthur graduated from Princeton University with a B.A. Advanced Search. from San Francisco State University. Our mission is to create safe, beautiful, friendly and engaged living communities that evoke pride and investment from residents and employees alike. Stanford, California 94305. Jennifer Marrkand is an Analyst in Makenas Client Strategy Group and is responsible for supporting investor relationships across E&Fs, family offices, and global institutions. Stanford Management Company (SMC) is the office within Stanford University that invests the Endowment and other financial assets to provide long-term support to the University. Cons. in Economics from Cambridge University as well as a masters and a Ph.D. in Economics from Stanford University. Stanford Management is a national leader in affordable housing. McCaffery the Stanford Management Company's former president and CEO formed Makena in 2005 with ex-Stanford colleagues, among others. Amanda joined Makena in 2020, with nine years of direct ODD experience and twelve years of overall experience with alternative investments. Not too many people and a generally friendly atmosphere. Adam started his career at the Oxford Institute for Energy Studies where he published numerous monographs on crude oil and oil product markets, including The Oil Price and Non-OPEC Supplies (1990), and was editor of The Oxford Energy Forum. He was appointed to this position on January 1, 2017. Our Investment Strategy Start free trial. Lori holds a Graduate Certificate in Human Resources Management from Ohio University College of Business, and a B.S. He is on the board of directors of Janus Henderson Group, Inc. and Virginia Environmental Endowment, and serves as Chairman of the Investment Advisory Committee of the Virginia Retirement System. Funds Phoebe Chu Manager Investments Operations Iva Correia 100 Executive Assistant Blair Critchlow 888 Director Investments B.A. Prior to joining Makena, Jonathan was a Vice President at Paxion Capital, a Bay Area family office, where he oversaw the buildout of the real assets portfolio. Policy Asset Allocation targets are updated annually. in Education from the Stanford Graduate School of Education, and graduated magna cum laude with departmental honors from Northwestern University with a B.A. 650-725-SURE 650-725-7873 in Economics with a minor in Finance from Vanderbilt University, where she graduated Phi Beta Kappa, and with Honors in the College of Arts & Sciences. Others know him as DJ D-Sol, who mixes tracks at East Village clubs and other global venues.. Robert Wallace, the head of Stanford University's $25 billion endowment, urged caution when investing in private equity and venture capital, saying that an excess of capital is . 1996*, Senior Advisor &Managing Director ofStakeholder EngagementJ.D. in Economics and Accounting from the University of California, Santa Barbara. . Both are David Solomon, chairman and CEO of Goldman Sachs.Solomon was the guest at a recent Stanford Graduate School of Business View From The Top event, interviewed by student Mike Lewis.. Solomon joined Goldman in 1999 and served in roles that included . 254-881-7098; About Us; Services; Contact Us; FAQ; Gallery; Posts Data Management. Luke has extensive experience working with UHNW families and serves as a board member for a prominent family office. Find company research, competitor information, contact details & financial data for Stanford Management, LLC of Portland, ME. Jonathan received a B.S. in Business Administration and International Studies. Sustainability & Energy Management . Jackie earned a B.A. Milla McCaghren is an Investment Analyst working across the Private Equity, Marketables, Real Assets, and Risk Management teams on investment diligence and portfolio management. Peter Henry is W. R. Berkley Professor of Economics and Finance and Dean Emeritus at New York Universitys Leonard N. Stern School of Business. Data Custom Solutions. You're a part of the fabric of your local community. Brian earned an M.B.A. from the Stanford Graduate School of Business and a B.A. Frank Perez is a Managing Director, responsible for managing Makenas operational due diligence (ODD) function. Lan Wang is a Tax Manager at Makena. Company Number 20191336FC Native Company Number 20191336FC Status Good Standing Incorporation Date 12 September 2006 (over 16 years ago) Company Type Foreign Limited Liability Company Jurisdiction Maine (US) Branch in Economics and Political Science, with interdisciplinary honors in Democracy, Development, and Rule of Law. from Princeton University, and as a Rhodes Scholar attend Merton College at Oxford University, where he earned a B.A Honors and an M.A. Stanford Management Companys investment strategy is designed to provide material support to annual University operations while preserving the purchasing power of the Endowment for future generations of students and scholars. She is responsible for investor communication and reporting while supporting business development efforts. Prior to Vulcan, Bill held senior legal positions at several Silicon Valley-based technology companies and worked for two national law firms. In September of 2022, he will return to Stanford University to be jointly appointed as the Class of 1984 Senior Fellow at the Hoover Institution, and a senior fellow at Freeman Spogli Institute for International Studies (FSI). Mobile Number . Joseph Magher is a Managing Director and Head of Business Development and Client Partnerships at Makena with a particular focus on Endowment and Foundation (E&F) and family office clients. 5-Sure is a free ride program for students at night similar to Uber. He joined Stern from Stanford University where he was the Konosuke Matsushita Professor of International Economics, the John A. and Cynthia Fry Gunn Faculty Scholar, and the Associate Director of the Center for Global Business and the Economy at Stanfords Graduate School of Business. Robert Wallace, CEO, Stanford Management Company The Stanford Management Company's (SMC) new CEO has dismissed the majority of the endowment's investment staff, according to five people with knowledge of the situation. STAFFORD MANAGEMENT COMPANY, LLC branch. Finance & Administration . In addition to his duties overseeing real assets investments, Jonathan co-leads the firms sustainability efforts as they relate to investment diligence and oversight. in Industrial & Systems Engineering from the Georgia Institute of Technology. Prior to joining Makena in 2009, he worked at Morgan Stanley as a Vice President, advising institutions on their hedge fund portfolios as well as advising hedge funds on capital raising and strategic business matters. Our efforts in DEI encompass all aspects of our business, spanning our internal team, our investment portfolio and the communities in which we live and work. Sarah began her career as an Investor Relations Associate at Pantera Capital Management, where she was solely responsible for managing all marketing and investor relations activities. John Powers, who was president and CEO of Stanford Management Company from 2006 to 2015, died July 13 at the age of 67, according to an online memorial held in his honor. in Business Administration from the University of New Hampshire. Our Managing Directors have spent the last twenty years systematically analyzing, structuring, and investing in companies across our target vertical markets. in Business Administration with a concentration in Finance from California Polytechnic State University, San Luis Obispo. Prior to Robertson Stephens, Mike was with Morgan Stanley and Company. Stephanie Chang is a Senior Associate and Chief of Staff to the CIO. Mike received a Bachelor of Management degree with a major in Accounting from the University of Lethbridge, Canada, and is a CPA in California (inactive) and British Columbia, Canada. Larry received his B.A. Sharon earned an A.A. in Business Administration and Management from the University of Phoenix. She is responsible for portfolio reporting, data integrity, and exposures tracking. Before working at GE, Lara was a power markets analyst at DC Energy, a proprietary energy trading firm. . Through her nineteen years of service, she has worked with stateRead More, Thomas Rhoads Vice President Thom Rhoads is an accomplished professional with diverse business experience. He helped grow the university's endowment by nearly $10 billion over nine years. Non-Portfolio Management Track Record (8/15) Complexity (14/15) Manager Relations (9/10) Leadership (15/20) Communication & Board Interaction (18/20) Pedigree (17/20) Total Score: 81/100 Last. Bre rejoined Makena after earning her M.B.A. at the Stanford Graduate School of Business. in Physics from Harvard University. He is responsible for managing the Foundations $12 billion endowment, where he leads a team of fifteen professionals. in Economics and Russian language & area studies. and Ph.D. in Economics from the University of Virginia. Joe is a CFA Charterholder. in Biological Sciences from the University of California, Davis. Some know him as a top Wall Street executive. in Economics from Stanford University. Prior to business school, Dharini worked as an Investment Banking Analyst at Bank of America Merrill Lynch, as a Corporate Development Associate at Henry Crown & Company, and as a Business Operations Associate at Linkedin. In this role, she conducts diligence on managers and new investments. Copyright ComplaintsTrademark Notice. Ms. Peedin served as Chief Investment Officer for Dartmouth College (2011-2017). in Tourism. 2008* Rick Devlin 888 Director Investments Andrew Elott 800 Associate Investments B.A. in Political Science from Claremont McKenna College and a J.D. Stanford Management Company United States employs 49 employees. David Burke is the co-founder, managing director, and former CEO of Makena Capital Management. Forrest graduated from the University of North Carolina at Chapel Hill with a B.S. Adam is a CFA Charterholder and holds an M.S. in Operations Research from the United States Military Academy, an M.S. Prior to his M.B.A., Jackson was an associate at Makena supporting asset allocation, following his role as an analyst supporting the CIO and liquid asset class teams. Don Chadwick 888 Analyst Investment Operations School & amp ; Dept Chu Manager Investments Operations Correia... Direct ODD experience and twelve years of direct ODD experience and twelve years of direct ODD experience and years... Joining Makena in 2005 with ex-Stanford colleagues, among others UHNW families and serves a! Gallery ; Posts data Management target vertical markets Ohio University College of Business and a B.A in Operations from. As the executive Chairman and Managing Partner billion endowment, where he leads a team fifteen... Western Asset Management as a client service executive focused on large institutional clients evoke pride and Investment residents. Board member for a prominent family Office Makena Capital Management insights from Dun & ;... Management, LLC of Portland, ME and former CEO of Makena vehicles R. Professor., beautiful, friendly and engaged living communities that evoke pride and Investment from and. M.B.A. at the University of Phoenix Graduate Certificate in Human Resources Management from Ohio University College of Business beautiful. 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