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Elite Group: Audio Outtakes of the U.S. Investment Management Roundtable Discussion
Six winners of Institutional Investor's U.S. Investment Management Awards share their views.
| Investor Roundtable Audio Outtakes Six winners of Institutional Investor’s U.S. Investment Management awards gathered to share their views on a range of investment issues during a roundtable discussion held at the Union League Club in New York City. Click here to read the feature story, U.S. Investment Management Winners' Circle. |
After taking over as director of corporate finance for Constellation Energy Group in Baltimore in September 2008, David Erculiani , 53, restructured the severely underfunded, now $1.3 billion pension plan. 
Peter Adamson , 47, won accolades during his nine years as CIO of the Los Angeles–based Broad Art Foundation and Eli and Edythe Broad Foundation, with a combined $2.5 billion in assets, before being hired in May by media mogul Oprah Winfrey to manage her $2.4 billion fortune. 
David Villa , 56, who oversees $81 billion in pension assets as CIO of the State of Wisconsin Investment Board in Madison, fearlessly rebalanced from fixed income to equity in the midst of the downturn, a move that helped the fund coming out of the financial crisis. 
Frederick Rogers , 60, returned to his alma mater as treasurer of Carleton College in Northfield, Minnesota, in 2004, then helped overhaul the now $570 million portfolio, positioning it for an above-average return in the brutal 2008–’09 academic year. 
As the economy headed into a tailspin in the 2008–’09 school year, CIO Kristin Gilbertson took a cautious approach to investing the University of Pennsylvania’s now $5.9 billion portfolio, helping the Ivy League school outperform its peer group by a healthy 300 basis points. 
James Martin , 62, has developed a tailored approach to risk management over a 23-year career as CIO of the $700 million M.J. Murdock Charitable Trust in Vancouver, Washington, delivering a 14.81 percent annualized return over two decades. | Please introduce yourselves. | ||
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| Do you see the best investment opportunities in the U.S., Europe or emerging markets? | ||
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| What do you think of gold and other commodities? How would they fit into your portfolio? | ||
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| What is your view of private equity? Is there value there now? | ||
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| How have the events of the past two years changed your views on risk management? | ||
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| Looking out 12 months, what is your biggest fear? | ||
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