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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.
Do you see the best investment opportunities in the U.S., Europe or emerging markets?

What do you think of gold and other commodities? How would they fit into your portfolio?

What is your view of private equity? Is there value there now?

How have the events of the past two years changed your views on risk management?

Looking out 12 months, what is your biggest fear?

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