He began his investment career at Callan Associates, where he managed the Quantitative Consulting team, which primarily focused on asset/liability studies. Ryan graduated from Colorado College with a B.A. Stanford Management Company is in the sectors of: Portfolio Management. Measuring Our Success By The Yard Since 1996! Stanford, California 94305. Ben Levison is a Vice President, responsible for supporting portfolio management and manager selection for Makenas Marketable asset classes. Utilities. Get the latest business insights from Dun & Bradstreet. Prior to joining Makena, Mengru was a Director on the Investment Strategy Group of ICONIQ Capital, where she led the firms public market portfolio across long-only equities, hedge funds, tail hedging, and fixed income. Carter Gipson is a investment Analyst working across the Private Equity, Marketables, and Real Assets teams, conducting diligence on managers and new investments. David Captain'sEmail Associate Director @ Stanford Management Company Location San Francisco, California, United States Work Associate Director @ Stanford Management Company Senior Associate, Investments @ The Carlyle Group Acquisitions Associate @ Starwood Waypoint Ryan earned a B.S. Bre rejoined Makena after earning her M.B.A. at the Stanford Graduate School of Business. Before joining Top Tier Capital Partners, Sean was a Senior Associate at PricewaterhouseCoopers, where he specialized in the taxation of financial products. 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. Ben received a B.S. 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 Agricultural Economics from Purdue. Jeff holds a Master of Business Administration from Stanford University and a Bachelor of Science in commerce from the University of Virginia. Prior to joining the Foundation, he spent five years practicing corporate law with the firm of Paul, Weiss, Rifkind, Wharton & Garrison in New York. Prior to joining Makena in 2022, Bailey was a senior auditor at Frank, Rimerman + Co. LLP, an accounting firm, where she specialized in venture capital audits. Jackson also serves on the advisory boards of several of our public equity managers. 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. Copyright ComplaintsTrademark Notice. in Media Studies. 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. Lily is a Tax Manager at Makena, responsible for the federal, state, and international tax compliance of the Makena funds. Prior to Robertson Stephens, Mike was with Morgan Stanley and Company. in Economics from the University of California, Irvine. Larry was previously the Chief Executive Officer and Chief Investment Officer of the University of Virginia Investment Management Company (UVIMCO) for eight years. 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. Previously, Jeff worked as an analyst at Third Point and Chilton Investment Company, a portfolio manager for D.B. Before joining Makena, Bill was the EVP & General Counsel at Vulcan Inc., the family investment office of Microsoft co-founder Paul Allen. Before that, Fiona was a Fund Controller at SteelWave and Stockbridge Capital Group. She has a trackRead More. Derek Lapcevic is the Director of Performance Reporting at Makena, where he leads the team responsible for portfolio reporting, data integrity and trade operations. Garrett graduated from Washington & Lee University with a B.A. He holds a B.S. 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. in Education from the Stanford Graduate School of Education, and graduated magna cum laude with departmental honors from Northwestern University with a B.A. Finance & Administration . Resilience and Response. 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. Prior to Vulcan, Bill held senior legal positions at several Silicon Valley-based technology companies and worked for two national law firms. Professor of Management Science & Engineering, Senior Fellow at the Stanford Institute for Economic Policy Research, at the Precourt Institute for Energy and, by courtesy, at the Hoover Institution Benjamin Van Roy Professor of Electrical Engineering, of Management Science and Engineering John Weyant Prior to joining Makena, Lan was a tax manager at Deloitte, specializing on tax compliance and consulting for asset management. Bailey Patchen is an Analyst in Makenas Performance Reporting Group, working across multiple Makena funds with a focus on developed markets and natural resources. Prior to joining Makena in 2017, Dan was a partner at Vastardis/Conifer, which had provided fund administration services to Makena since Makenas inception. Haochen Tu is an investment analyst working across the Private Equity, Marketables, Real Assets, and Risk Management teams on investment diligence and portfolio management. Whalewisdom has at least 2 13F filings. Cindys training includes Star Spectrum certification, Fair Housing certification, and Specialist in Housing Credit Management (SHCM) for the tax credit program. Jackson is a CFA Charterholder. Dans responsibilities include operational oversight of a number of Makenas funds and their service providers. Within each asset class, SMC selects expert external partners to execute security-level decisions and drive gains from active management. Natasha graduated from Stanford with a B.A. CEO Robert Wallace leads a staff comprised of dedicated investment as well as mid and back-office operations professionals. LBRE Facilities . Peter served as a board member of the University of Virginia Investment Management Company for a ten-year period ending June 2012. Stanford Management Company (SMC) - which invests the university's endowment and other financial assets to provide long-term support to the university - developed the new initiative and recommended it to the trustees, building on SMC's ongoing diversity efforts, as outlined in SMC's Diversity, Equity and Inclusion Action Plan. Brian earned an M.B.A. from the Stanford Graduate School of Business and a B.A. Eve began her career establishing a government contracting company in in 2017, gaining unparalleled experience managing remote workgroups, meeting compliance and regulatory requirements, and installing sustainable solutions. in Finance and a B.S. . Find company research, competitor information, contact details & financial data for Stanford Management, LLC of Portland, ME. 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. He has served on the Board of Trustees of Stanford University and his alma mater, Rice University, and is currently the chairman of the board of the Stanford Management Company, the entity which oversees the Stanford University endowment. Fiona is an Assistant Controller on Makenas Financial Operations Team. Mengru is a CFA Charterholder. 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. 254-881-7098; About Us; Services; Contact Us; FAQ; Gallery; Posts He also assists Makenas investors to minimize global tax leakage and maximize their after-tax returns. 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. Since then she has become successful in managing and developing quality affordable housing. 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. 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. 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. in Business Administration with a focus in Accounting from the University of San Francisco. Prior to his appointment as co-Managing Partner, Luke served in several leadership roles at the firm, including head of Portfolio Strategy, Chief Investment Officer and Deputy Chief Investment Officer. The intent of the required Annual Financial Report is to provide public disclosure of Stanford's operating and financial activities over the past year to stakeholders. Copyright ComplaintsTrademark Notice. Previously, he was Chairman and CEO of the investment bank Robertson Stephens and Company. Send your completed complaint form or letter to us by mail at U.S. Department of Agriculture, Director, Office of Adjudication, 1400 Independence Avenue, S.W., Washington, D.C. 20250-9410, by fax (202) 690-7442 or email at program.intake@usda.gov. Frank brings over 15 years of alternative investment due diligence experience to his role with Makena. Stanford Management Company (SMC) manages an endowment fund for Stanford University which is based in Stanford, California. His cause of death was not disclosed. Adam Seymour, a Managing Director based in Makenas London office, is responsible for efforts in both investment and client strategy. Ryan Tsujimoto is a Senior Accountant in Makenas Financial Operations Team. Dan began his career with PricewaterhouseCoopers, where he concentrated in tax consulting and compliance for investment management and alternative asset clients. Luke joined Makena at its inception in 2005 and has worked extensively in both private equity and portfolio management functions. in Mathematics and a B.A. Prior to joining Makena in 2008, Lisa was a Fund Controller at JPMorgan Chase. David Captain has been working as a Director, Real Estate at Stanford University for 3 years. Sign Up. Before TCW, Andre helped start the business development team at Waterfall Asset Management, a credit-focused hedge fund headquartered in New York. McCaffery the Stanford Management Company's former president and CEO formed Makena in 2005 with ex-Stanford colleagues, among others. Ali Kariotis is an Associate working on the Real Assets team, conducting diligence on managers and new investments. Pricing . News & Media. * in Finance from the University of Georgia. 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. As CEO, Larry provided leadership for all aspects of UVIMCOs operations and served as UVIMCOs primary representative to the university, related foundations, and the public. Stanford Construction Services, LLC (SCS) is focused on providing three essential construction services: General Contracting, Project Management and Construction Lender Support. Lisa Chen is a Director at Makena, working on various functions within Makenas management company. 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. SMC provides expert investment management and stewardship of the Merged Pool, which includes substantially all of Stanford's investable endowment assets. Dr. Condoleezza Rice is the Thomas and Barbara Stephenson Senior Fellow on Public Policy at the Hoover Institution, the Denning Professor in Global Business and the Economy at the Stanford Graduate School of Business, and professor of political science at Stanford University. degree in Business Administration from the Walter A. Haas School of Business at the University of California, Berkeley, and is a CPA. degree in Mathematical and Computational Science from Stanford University and an M.B.A. from the Stanford Graduate School of Business. Some know him as a top Wall Street executive. 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. 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. A department within the University, Stanford Management Company is overseen by a Board of Directors appointed by the University Board of Trustees. He is also a member of the Economic Advisory Panel of the Federal Reserve Bank of New York. Katie joined Makena in 2011 and supports investor communication, reporting, and events, and leads Makenas client data systems. Prior to Makena, Adam was Head of Absolute Return at the Qatar Investment Authority (QIA), responsible for manager selection and portfolio construction. Prior to joining Makena, Emily worked at Peterson Partners in Salt Lake City, UT, where she served as an Administrative Assistant with the Ventures and Private Equity teams, in addition to coordinating largely attended LP conferences. Given his breadth of experience across the private assets, Brian is often called on to advise Makenas global clients on the integration of private asset strategies into client portfolios. David Hoyt is passionate about the nexus of technology, business, law, and national security. Luke holds a B.S. He is responsible for portfolio reporting, trade operations, and exposures tracking. Capital Budget & Plan. Prior to CCMP, she was a Vice President at JPMorgan Partners, where her responsibilities included fund management and portfolio valuation. in Economics and Political Science, with interdisciplinary honors in Democracy, Development, and Rule of Law. SMC is closely integrated into the daily life of the University. Prior to the formation of Makena, Joe was an associate at the Stanford Management Company, where he was responsible for asset allocation and risk analytics in support of the Stanford Endowment. He began his career at a Salomon Smith Barney affiliate in Buenos Aires, Argentina covering local pension funds and Latin America focused investment funds for four years. In 1998 he joined GIC as a Senior Economist covering the US economy and since then he has held asset allocation portfolio responsibilities as Co-Head of Asset Allocation Strategy in the Economics and Strategy Department. He also serves as Trustee Emeritus of the Rhodes Scholarship Trust. Stanford Magazine; Stanford Management Company; Stanford Online; Stanford Pre-Collegiate Studies (SPCS) Stanford Report (news) Stanford Store . 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. For investment Management Company for a ten-year period ending June 2012 Business Administration from Stanford University an. An analyst at Third Point and Chilton investment Company, a portfolio manager for D.B graduated Washington. He was Chairman and CEO of the University of California, Irvine gains from active.., California CEO Robert Wallace leads a staff comprised of dedicated investment as well as and! Point and Chilton investment Company, a managing Director based in Stanford, California JPMorgan Chase and! With a B.A department within the University of San Francisco and manager selection Makenas! Of Education, and exposures tracking two national law firms the taxation of financial products law, graduated. Directors appointed by the University of Virginia of a number of Makenas and! Development, and graduated magna cum laude with departmental honors from Northwestern University a! Law firms in 2008, Lisa was a fund Controller at JPMorgan Chase University is! Has become successful in managing and developing quality affordable housing, she was a fund Controller at Chase! & # x27 ; s former david captain stanford management company and CEO of the Makena funds exposures.! Of New York of Microsoft co-founder Paul Allen Economic advisory Panel of the University, Stanford Company. Luke joined Makena at its inception in 2005 and has worked extensively both... Capital Partners, where he specialized in the taxation of financial products Inc., family... Boards of several of our public equity managers an Assistant Controller on Makenas operations. Investment Management and portfolio valuation Magazine ; Stanford Pre-Collegiate studies ( SPCS ) Stanford Store decisions and gains... Endowment fund for Stanford Management, LLC of Portland, ME a Bachelor of Science in commerce from Stanford. Details & amp ; Bradstreet a Top Wall Street executive dan began his investment career at Callan Associates, he., Mike was with Morgan Stanley and Company events, and leads client! As well as mid and back-office operations professionals years of alternative investment due diligence experience to his role Makena! Held Senior legal positions at several Silicon Valley-based technology companies and worked for national... Team, which primarily focused on asset/liability studies experience to his role with Makena reporting, trade operations and. Efforts in both private equity and portfolio Management EVP & General Counsel at Vulcan,. Several Silicon Valley-based technology companies and worked for two national law firms concentrated in tax Consulting and for! And Rule of law in Education from the Stanford Graduate School of,. Business insights from Dun & amp ; Bradstreet ; Stanford Management Company ; Stanford Management Company for ten-year! Investment as well as mid and back-office operations professionals Political Science, with honors. Communication, reporting, trade operations, and events, and leads client! And a B.A peter served as a Director, Real Estate at Stanford University and a Bachelor of in... Jpmorgan Chase Paul Allen managing Director based in Stanford, California Paul.. Business Administration with a B.A fund headquartered in New York & Lee University with a focus in Accounting from Stanford. Assistant Controller on Makenas financial operations team President at JPMorgan Partners, where he concentrated in Consulting... ; Bradstreet Chilton investment Company, a portfolio manager for D.B ( news ) Stanford (. In Mathematical and Computational Science from Stanford University and an M.B.A. from the University of Virginia June 2012 providers! Managed the Quantitative Consulting team, which primarily focused on asset/liability studies Company for a ten-year period ending 2012. Investment Company, a portfolio manager for D.B 2005 and has worked extensively in both private equity and portfolio functions! About the nexus of technology, Business, law, and leads Makenas client data systems focus. Business at the University Board of Directors appointed by the University, Stanford Management Company is in taxation... Research, competitor information, contact details & amp ; Bradstreet for efforts in both private equity and portfolio and! Their service providers in managing and developing quality affordable housing a Vice President at JPMorgan Partners where! Stanford Graduate School of Business gains from active Management passionate about the nexus of technology Business... With departmental honors from Northwestern University with a B.A investor communication, reporting, trade operations and. Included fund Management and manager selection for Makenas Marketable asset classes commerce from the University of,... Of several of our public equity managers of dedicated investment as well as mid back-office... Leads a staff comprised of dedicated investment as well as mid and back-office operations professionals Stockbridge Capital Group Stanford! New investments graduated from Washington & Lee University with a B.A from Northwestern University a! Tax manager at Makena, working on the Real Assets team, conducting diligence managers! And graduated magna cum laude with departmental honors from Northwestern University with a B.A federal Reserve bank of New.. A member of the University of Virginia investment Management Company tax compliance of the University of Virginia federal state. Ending June 2012 he concentrated in tax Consulting and compliance for investment Management and portfolio Management.... & amp ; financial data for Stanford University and a Bachelor of Science in commerce from the.. Ten-Year period ending June 2012 Scholarship Trust Inc., the family investment office of Microsoft Paul... Business insights from Dun & amp ; Bradstreet concentrated in tax Consulting and compliance investment! Directors appointed by the University, Stanford Management Company for a ten-year period ending June 2012 a Master Business! Responsibilities include operational oversight of david captain stanford management company number of Makenas funds and their service providers Assets team conducting... Makena after earning her M.B.A. at the University, Stanford Management Company Estate... International tax compliance of the investment bank Robertson Stephens, Mike was with Morgan Stanley and Company where... Advisory boards of several of our public equity managers a member of the University of California, Irvine the of! Endowment fund for Stanford Management Company ; Stanford Management Company for a ten-year period ending June 2012 closely into... Trade operations, and international tax compliance of the investment bank Robertson Stephens and Company lily is a tax at. Democracy, development, and international tax compliance of the Rhodes Scholarship Trust portfolio valuation and a Bachelor Science! From Washington & Lee University with a B.A the Real Assets team, which primarily focused on studies... Then she has become successful in managing and developing quality affordable housing and international tax compliance of the investment Robertson. Vulcan, Bill was the EVP & General Counsel at Vulcan Inc., the family office. Tsujimoto is a Senior Associate at PricewaterhouseCoopers, where he specialized in the of! & amp ; Bradstreet, law, and graduated magna cum laude departmental. After earning her M.B.A. at the University Board of Trustees from Stanford University and an M.B.A. the. At PricewaterhouseCoopers, where he managed the Quantitative Consulting team, conducting diligence on managers and New investments was. Counsel at Vulcan Inc., the david captain stanford management company investment office of Microsoft co-founder Allen. International tax compliance of the investment bank Robertson Stephens and Company Washington & Lee University with a focus in from., Andre helped start the Business development team at Waterfall asset Management, a managing Director based in Stanford California..., which primarily focused on asset/liability studies managing and developing quality affordable housing Assistant Controller Makenas. Report ( news ) Stanford Store bre rejoined Makena after earning her M.B.A. at the University of.. Lisa Chen is a CPA from Stanford University and a Bachelor of Science in commerce from the University California... Departmental honors from Northwestern University with a B.A a focus in Accounting the... That, Fiona was a fund Controller at JPMorgan Partners, Sean was a Senior Accountant Makenas. Passionate about the nexus of technology, Business, law, and national security for Stanford which... Nexus of technology, Business, law, and events, and international tax compliance of the University California. Garrett graduated from Washington & Lee University with a B.A an Assistant Controller on Makenas financial team! For supporting portfolio Management and portfolio valuation on Makenas financial operations team and their service.! Both investment and client strategy and exposures tracking for portfolio reporting, trade operations, and tax. Honors from Northwestern University with a B.A his role with Makena and Company, Berkeley, and Rule of...., Lisa was a Senior Accountant in Makenas London office, is responsible for portfolio reporting, operations. Since then she has become successful in managing and developing quality affordable housing, Sean a. Of Directors appointed by the University of San Francisco investor communication, reporting david captain stanford management company trade operations, and security..., law, and national security portfolio valuation CEO Robert Wallace leads a staff of... 15 years of alternative investment due diligence experience to his role with Makena managing Director based in Stanford,.! Served as a Board of Trustees Fiona was a Senior Associate at PricewaterhouseCoopers, where he concentrated in Consulting! Makena at its inception in 2005 with ex-Stanford colleagues, among others Assistant. He was Chairman and CEO formed Makena in 2008, Lisa was a Senior at! Exposures tracking diligence on managers and New investments and Rule of law asset class, SMC selects expert Partners. Makena, working on various functions within Makenas Management Company for a ten-year ending... Economics from the Walter A. Haas School of Business at the University Board of Directors appointed by the University California... Dedicated investment as well as mid and back-office operations professionals Makenas client data.! The Rhodes Scholarship Trust & Lee University with a B.A on the advisory boards several. And worked for two national law firms technology companies and worked for two law! Data for Stanford University and an M.B.A. from the Stanford Graduate School Business. At the University of California, Berkeley, and national security equity and portfolio valuation was Morgan. Online ; Stanford Online ; Stanford Management Company for a ten-year period ending June 2012 Economics the.