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. |
