Since SMCs inception in 1991, the Merged Pool has enjoyed impressive results relative to a number of benchmarks. Frank graduated with a B.A. Trey Olsen is an Investment Senior Associate on Makenas Risk Management and Portfolio Strategy Groups, which work in concert with Makenas asset class teams to manage the risk and asset allocation profile of our multi-asset class portfolios. Peter Henry is W. R. Berkley Professor of Economics and Finance and Dean Emeritus at New York Universitys Leonard N. Stern School of Business. Success has included: (1) directing the start-up for the human resources department for Morristown Dealer Group; (2) achieving $44,000 in annual benefits and payroll savings with Morristown Dealer . 2017* Jeremy Fife 400 David Stanford is the Captain 1600-2900 at Kirby Corporation based in Houston, Texas. Prior to joining Makena, she most recently was a partner at Kirkland & Ellis LLP, where she specialized in the formation and operation of private funds. in Economics. 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. Prior to joining Makena in 2014, Michelle was a Supervisor at Citco Fund Services where she was responsible for middle office operations. Lan is responsible for tax compliance, tax planning, and equity placement analysis. Prior to joining Makena, Ryan worked in the Middle Office at CITCO Fund Services, where he was responsible for portfolio valuation and P&L reporting. Prior to joining Makena, Dan was the Head of Tax for Advantage Capital Partners for seven years, where he led all tax aspects of the firm, including tax planning, M&A, projections, and compliance, as well as many matters of the investment funds and underlying investors. Stanford Management is a national leader in affordable housing. Ms. Peedin graduated from Dartmouth College and received her MBA from Tuck School of Business. Established in 1991, SMC invests and manages Stanford University's endowment and other financial assets. Milla graduated from Dartmouth College with a B.A. Ryan earned a B.S. She has also been recognized for her restoration and reuse of historically significant properties, neighborhood revitalizations, and involvement in downtown reinvestment. Stanford Management Company is based out of Menlo Park. Lara earned an M.B.A. from Harvard Business School and a B.A. Lori Daveggio serves as Lead Executive Assistant at Makena, responsible for administrative development and office management systems, while also providing primary support for the Operations Team. 650-725-SURE 650-725-7873 Global Holdings (NEW) 13D/G. Suite 200 degree in History, with honors, from Yale University. Before joining Pantera, Mike was Senior Audit Manager with Ernst and Young, where he served for six years in San Francisco and the Cayman Islands. Stanford University was founded in 1885 by Leland and Jane Stanford, dedicated to the memory of Leland Stanford Jr, their only child. Prior to forming Makena Capital Management in 2005, Mike was the President and CEO of the Stanford Management Company overseeing the Stanford University endowment, which he joined in 2000. Logan Crespan is an Analyst in Makenas Performance Reporting Group, working across multiple Makena funds with a focus on private equity. He has successfully led the development and growth of our E&F and Outsourced CIO (OCIO) practice. A portrait of Senator Leland Stanford, Jane Lathrop Stanford, Leland Stanford Jr. taken in 1878. Before working at GE, Lara was a power markets analyst at DC Energy, a proprietary energy trading firm. 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 Before joining Makena, Justine was a Senior Associate at Apollo Global Management, where she focused on the evaluation and execution of private equity investments. in Political Economy from Williams College. Derek Lapcevic is the Director of Performance Reporting at Makena, where he leads the team responsible for portfolio reporting, data integrity and trade operations. in Agricultural Economics from Purdue. Chris earned a B.A. Bill spent the first third of his career at Intel and its investment arm, Intel Capital, where his team was responsible for the majority of Intels North American equity investments and technology licensing. She has a trackRead More. Previously, Jonathan was a Director at the Stanford Management Company, overseeing domestic and international real asset investments. Dr. Rice earned her Ph.D. from the Graduate School of International Studies at the University of Denver in 1981 and her masters degree from the University of Notre Dame in 1975. Stanford, California 94305. Ali holds a B.A. Prior to joining Makena, Peter served as a Managing Director at the Harvard Management Company, where he oversaw the private equity and venture capital portfolio. Larry is a longtime moderator of the premier endowment and foundation industry conference, NMS, and is the author of several industry publications, including Foundation and Endowment Investing: Philosophies and Strategies of Top Investors and Institutions. . In his twelve years at Intel, Bill was a senior finance executive for two business groups and served as a general manager, a marketing executive, and a manufacturing engineer. If you wish to file a Civil Rights program complaint of discrimination, complete the USDA Program Discrimination Complaint Form, found online at http://www.ascr.usda.gov/complaint_filing_cust.html, or at any USDA office, or call (866) 632-9992 to request the form. Felix J. Baker, Co-Founder and Managing Partner, Baker Brothers Investments, New York, NY; Richard N. Barton, Co-Founder . Prior to Makena, Cristin spent 14 years at McKinsey & Company in multiple roles: Management Consultant, Chief of Staff to the CEO, and most recently, Professional Development Associate Director. Prior to joining Makena in 2022, Nhi was an Accounting Manager at Strada Investment Group. More recently, Larry wrote the foreword of and was profiled in Inside the Worlds Top Institutional Offices: Conversations With 80 Institutional Investors. Madie Chou is an investment analyst working across the private equity, marketables, and a real assets teams diligencing managers and new investments. Maddie is responsible for supporting portfolio management and manager selection across Marketable asset classes. Utilities. in Mathematics and a B.A. Some know him as a top Wall Street executive. In 2011, he was appointed President of Europe, responsible for coordinating GICs investment activities in Europe across public and private asset classes. Bailey Patchen is an Analyst in Makenas Performance Reporting Group, working across multiple Makena funds with a focus on developed markets and natural resources. University Architect/ Campus Planning & Design. in Economics from the College of William & Mary, an M.B.A. degree in Finance and Accounting from the University of Rochester, and an M.A. Ryan Yee is the Director of Information Technology and Security, where he leads all strategic and operational aspects of IT infrastructure, applications, and cybersecurity initiatives at Makena. She is responsible for portfolio reporting, data integrity, and exposures tracking. in Physics from Harvard University. Before joining Boston University, Ms. Peedin was a managing director at investment consulting firm Cambridge Associates, where she worked for 9 years serving clients including endowments, foundations and family offices. Bre received a B.A. Henry is a published author on topics including debt relief, international capital flows and the role of institutions in economic growth. Lisa earned a B.A. in Statistics and a Secondary in Economics. Prior to joining Makena, David was a Vice President of Operations at Point72 Asset Management where he was responsible for portfolio financing, valuation, and performance reporting. Prior to joining Stanford Management Company, Luke worked for the Thomas Weisel Partners Investment Banking Group, where he was involved in a variety of corporate finance and M&A transactions. in International Relations from the University of Virginia, an M.A. Adam Seymour, a Managing Director based in Makenas London office, is responsible for efforts in both investment and client strategy. She is responsible for investor communication and reporting while supporting business development efforts. Our Managing Directors have spent the last twenty years systematically analyzing, structuring, and investing in companies across our target vertical markets. Information Technology, ManagingDirectorInvestmentsB.A. Henry led the external economic advisory group for Barack Obamas presidential campaign and was subsequently chosen to lead the Presidential Transition Teams review of international lending agencies such as the International Monetary Fund and the World Bank. . Vanessa Tollefson is a Director on the Client Operations team with Makenas Client Strategy Group. Jonathan Van Gorp, a Managing Director, is responsible for leading portfolio management and partner selection across Makenas Real Assets investments. Measuring Our Success By The Yard Since 1996! Bre also plays a leading role with the firms select Outsourced CIO (OCIO) clients, applying tools from Makenas portfolio and risk management functions to meet the custom needs of these portfolios. from California Polytechnic State University, San Luis Obispo. Peter served as a board member of the University of Virginia Investment Management Company for a ten-year period ending June 2012. Prior to her M.B.A., Bre was an associate on Makenas Listed Equity team, while supporting the CIO, various asset class teams, and the team overseeing asset allocation. Stanford Management Company is in the sectors of: Portfolio Management. Before TCW, Andre helped start the business development team at Waterfall Asset Management, a credit-focused hedge fund headquartered in New York. He also helps support risk management functions and portfolio strategy. Juul's 2020 revenue shrunk to under $1.5 billion, from a 2019 high of $2 billion. 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. David Siegel is a computer scientist, entrepreneur, and philanthropist. She currently manages 80 affordable housing complexes in Maine and Pennsylvania and continues to grow Stanfords affordable housing portfolio. The Merged Pool includes domestic and foreign public equities, real assets (real estate and natural resources), and private equity. Prior to joining Makena in 2016, Alison worked at NEPC in Boston as an investment analyst in the E&F practice. In addition to serving on the board of Lucile Packard Children's Hospital Stanford, he also sits on the boards for Stanford Management Company, and the Santa Lucia Preserve. Ryan earned a B.A. Jonathan Chan, a Managing Director, oversees all financial operations of Makena vehicles. Ben is a CFA and CAIA Charterholder. Get the latest business insights from Dun & Bradstreet. Facilities Operations. A team captain and goalkeeper, she helped Stanford win 2019 soccer championship; medical examiner's office says death was self-inflicted Skip to Main Content Dow Jones, a News Corp company About WSJ Funds, Senior AssociatePerformanceSchool & Dept. 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. With data on fund managers, investors, funds, performance, deals and service providers, Preqin provides a 360 degree look at the latest developments across alternatives and actionable market intelligence via databases . Prior to joining Makena, She was an EA at Paine Schwartz Partners, LLC, supporting their Managing Partner and CIO. Menlo Park, CA 94025, Sign up to receive updates from Makena Capital. Justine graduated cum laude from Harvard University with a B.A. in Economics and Political Science, with interdisciplinary honors in Democracy, Development, and Rule of Law. Bailey earned a B.S. Emily Dyer is an Executive Assistant at Makena, supporting the Marketables and Real Assets teams. Bill received a B.A. in International Relations from Stanford University, and an M.B.A. from the Stanford Graduate School of Business. Larry Kochard is the Chief Investment Officer at Makena Capital Management and a member of Makenas Executive Committee. After successfully running three sites simultaneously and receiving the USDA Rural Development Manager of the Year award for family housing in Pennsylvania, she was promoted to senior property manager from her site manager position. Taylor earned a B.A. Dan has spent the majority of his more-than-20-year career focusing on financial operations for asset allocators including funds of funds, endowments & foundations, and family offices. He is responsible for portfolio reporting, trade operations, and exposures tracking. Lily is a Tax Manager at Makena, responsible for the federal, state, and international tax compliance of the Makena funds. Acknowledging the Universitys long time horizon, the investment program is designed to accept a responsible degree of illiquidity to drive incremental returns. Mike joined Robertson Stephens as Director of Investment Banking in 1988. From 2003 to 2011 Dr. Jaensubhakij was Head of Total Return Equities and the US Equities teams based in GICs New York Office. 1995*, Senior AssociateInvestment OperationsSchool & Dept. 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. SMC is closely integrated into the daily life of the University. Makena now partners with over 50 E&F clients, including 11 relationships in a fully outsourced capacity. Ryan earned a B.A. Whalewisdom has at least 2 13F filings. David Captain - Director View email & phone. in Operations Research from the United States Military Academy, an M.S. Lara Banks, a Managing Director, is co-head of Makenas Private Equity team, responsible for day-to-day portfolio management and manager selection across private equity investments. She has over three decades of experience and knowledge related to general ledger, reconciliations, budgeting, treasury management, financial statements, reporting, accounts payable, accounts receivable, job costing, HR, benefits, and payroll. in Engineering-Economic Systems from Stanford University. Haochen Tu is an investment analyst working across the Private Equity, Marketables, Real Assets, and Risk Management teams on investment diligence and portfolio management. Cole Woodruff is an Investment Analyst within Makenas Portfolio Strategy Group, which works in concert with Makenas asset class teams to manage the risk and asset allocation profile of our multi-asset class portfolios. 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