David Barrett Partners

David Barrett Partners

In the News

  1. Smith College launches search for first Chief Investment Officer

    Smith College has started the search for its first Chief Investment Officer after deciding to move its endowment investment function in-house. The university's endowment value is more than $2 billion. Smith College has retained David Barrett Partners to assist with the search.

    Details in Institutional Investor December 17, 2020
  2. David Barrett Partners publishes Recruiting in a Virtual World, a guide to success in hiring during the pandemic

    As we continue to navigate the challenges and complexities of the global COVID-19 pandemic, Marcus Hanbury, a London-based Partner at David Barrett Partners, explores the ongoing opportunities and challenges presented by running a recruitment process using video conferencing technology. This paper considers the pandemic’s impact on the recruitment process for both candidates and clients alike and offers helpful insight on how to ensure the virtual recruitment process delivers the right outcome for all parties.

    Details in Press Release with PDF of "Recruiting in a Virtual World" October 28, 2020
  3. Elizabeth Havens moderates Perspectives panel on advancing diversity in the asset management industry

    David Barrett Partners and KKR are co-sponsoring a Perspectives panel on Wednesday, October 28th focusing on advancing diversity in the asset management industry. Featured speakers are Jane Dietze (Brown University Investment Office), Kate Mitchell (Scale Venture Partners), Bola Osakwe (KKR) and Alexandra Nee (McKinsey & Co.). David Barrett Partners’ Elizabeth Havens will be moderating the discussion.

    Details in News Item October 22, 2020
  4. Bryn Mawr College hires Brooke Jones as its first Chief Investment Officer

    Brooke Jones was named the first Chief Investment Officer at Bryn Mawr College, where she will be responsible for managing the college's $888 million endowment. She will join the Bryn Mawr, PA-based women's college in mid-October from the Carnegie Corporation of New York, where she served as managing director of investments. David Barrett Partners executed the search.

    Details in Institutional Investor September 16, 2020
  5. Future Fund hires Genevieve Murray as Head of Listed Equities

    Future Fund, Australia's A$205.4bn sovereign wealth fund, named Genevieve Murray as its Head of Listed Equities, where she will lead the equities portfolio and continue to develop the fund's overall investment program. Murray will join Future Fund from AMP Capital, where she serves as Head of Australian Equities, and will report to David George, Deputy Chief Investment Officer, Public Markets.

    Details in Pensions & Investments August 25, 2020
  6. David Barrett Partners publishes Addressing the Diversity Gap, an actionable hiring road map for asset managers

    In the face of underwhelming diversity statistics among asset managers, there is an energized desire from companies to implement best practices and address their lack of diversity at all levels. As a boutique international asset and wealth management search firm, David Barrett Partners can influence and help improve the diversity of the investment industry work force. This has been a critical issue for third party asset/wealth management and asset owner clients, and the hiring of diverse candidates continues to be one of the key criteria on all searches. Addressing the Diversity Gap provides an action-oriented solution. The intent of the report is not to try and solve every issue related to diversity in the asset management industry. Rather, the objective is to provide a road map with practical tips based on research and proven examples of success to help companies not only attract more diverse applicants, but also to increase the chances of diverse hires through specific interviewing techniques. Partner and author Elizabeth Havens takes a practical, bottom-up approach to recommending how organizations can start to re-think out of date practices in recruiting high potential talent at all levels, and how individuals can take ownership for helping to shape the personnel demographics of the asset management industry.

    Details in Press Release with PDF of "Addressing the Diversity Gap" August 3, 2020
  7. The Ohio State University names Vishnu Srinivasan its next Chief Investment Officer

    Vishnu Srinivasan will be the next Chief Investment Officer of Ohio State University, succeeding VP and CIO John Lane, who will retire on June 12. As CIO, Srinivasan will manage and oversee the strategic development of the university's $4.9 billion endowment and will advise the university's President; the Audit, Compliance and Finance Committee of the Board of Trustees; the Investment Working Group; the CFO and Senior VP for the Office of Business and Finance; donors and other stakeholders related to OSU's investment portfolio and performance. Srinivasan joins OSU from the Pritzker Family Foundations, where he was a Managing Director. David Barrett Partners executed the search.

    Details in Institutional Investor May 14, 2020
  8. Mads Gosvig joins RPMI Railpen as Chief Fiduciary Officer

    RPMI Railpen, the £30 billion ($38.5 billion) U.K. pension fund, has named Mads Gosvig to the role of Chief Fiduciary Officer. Gosvig will lead an in-house team responsible for investment strategy and risk management, tailoring investments for some 350,000 scheme members. He joins RPMI Railpen from Danish pension provider ATP Group, where he served as head of investment strategy.

    Details in Financial News April 15, 2020
  9. Donna Snider named first CIO of Hackensack Meridian Health

    Hackensack Meridian Health, a major New Jersey hospital system, has hired Donna Snider as its first Chief Investment Officer. In this role, Snider will manage a $3.3 billion investment portfolio, $3.8 billion in retirement funds, and will build an investment office. She joins HMH from the Kresge Foundation, where she served as a managing director since joining the foundation in 2009. David Barrett Partners executed the search.

    Details in Institutional Investor February 14, 2020
  10. Brian Rapino joins institutional insurance team at T. Rowe Price

    Brian Rapino was named senior relationship manager on T. Rowe Price’s institutional insurance team, where he is responsible for both sales and client service nationally. He reports to Doug Greenstein, head of U.S. institutional business development for the Americas unit. Rapino joins T. Rowe from Goldman Sachs Asset Management, where he most recently served as a relationship manager on GSAM’s insurance asset management team covering life, health, property and casualty and reinsurance companies in the U.S. and Bermuda.

    Details in FundFire January 28, 2020
  11. Richard Swart named first Head of Investment Risk at RPMI Railpen

    RPMI Railpen, the £30 billion ($38.5 billion) U.K. pension fund, has appointed Richard Swart to the new position of Head of Investment Risk. In this role, Swart will head the fund’s investment risk function and will incorporate risk management support into RPMI Railpen’s investment teams. Swart joins from pension fund service provider PGGM in Amsterdam, where he served as Principal Risk Manager.

    Details in Pensions & Investments December 4, 2019
  12. Raymond Chan hired as Managing Director at Blackstone Alternative Asset Management

    Blackstone Group announced that Raymond Chan joined the Blackstone Alternative Asset Management (BAAM) division as Managing Director on the portfolio management and investment research team. In this role, Chan will manage the division's $10.5 billion registered funds platform, which covers liquid, open-end, and closed-end funds. Regarding his hiring, BAAM Senior Managing Director and Co-CIO Gideon Berger noted, "Ray is a critical hire as we continue to extract the very best alternative exposures for our registered funds." Chan spent the past 15 years at Goldman Sachs Asset Management, where he most recently served as Managing Director, Global Portfolio Solutions.

    Details in FundFire September 11, 2019
  13. Kamehameha Schools names Tim Donohue Chief Investment Officer

    Kamehameha Schools named Tim Donohue as its new Chief Investment Officer where he will oversee the school system's $8.2 billion endowment. Donohue will join Honolulu-based Kamehameha on October 21st from Columbia University's endowment, where he has served as Chief Investment Officer since 2016. David Barrett Partners facilitated the CIO search on behalf of Kamehameha Schools.

    Details in Institutional Investor September 10, 2019
  14. The University of Cambridge appoints Tilly Franklin as its new Chief Investment Officer

    The University of Cambridge has named Tilly Franklin as its new Chief Investment Officer. Franklin is an alumna of the University and joins from Alta Advisers, a London-based investment advisory firm and family office, where she served as Director of Investments and Head of Private Equity. As Chief Investment Officer, Franklin will be responsible for managing the University’s £3.2 billion Endowment Fund, which supports academic and research activities at Cambridge.

    Details in Jesus College Cambridge Press Release August 8, 2019
  15. Letitia Johnson named Chief Investment Officer at Amherst College

    Amherst College has named Letitia Johnson as its new Chief Investment Officer, effective Sept. 9, 2019. In this role, Johnson will be responsible for the management of the College's $2.9 billion long-term investment pool consisting of endowments of Amherst College; the Folger Shakespeare Library in Washington D.C.; and other college reserves and will report to Chief Financial and Administrative Officer Kevin Weinman. Johnson joins from Cambridge Associates, where she most recently served as managing director and Endowment & Foundation Team lead. David Barrett Partners facilitated the CIO search on behalf of Amherst College.

    Details in Amherst College Press Release August 1, 2019
  16. Partner Elizabeth Havens quoted in the Women & Minority CIO Special Feature Issue of Emerging Manager Monthly

    Elizabeth Havens comments on exposure, mentorship and retention as key aspects in encouraging more women to enter the investment space in the July 2019 Emerging Manager Monthly, noting that David Barrett Partners always attempts to present a diverse set of candidates when conducting searches. "It's not guaranteeing them the job, but giving them a seat at the table to present themselves and their capabilities. It's crucial to utilize diverse networks to find people who potentially may not have been considered for that role." On what she has seen with her clients on presenting diverse candidates, Havens adds, "Some clients track the number of diverse candidates we present, as well as those the hiring manager interviews; it's a good way to understand where potential bottlenecks are occurring."

    Details in Emerging Manager Monthly July 19, 2019
  17. Future Fund appoints Sue Brake to Deputy Chief Investment Officer, Portfolio Strategy

    Following a global search, the Australian sovereign wealth fund Future Fund has hired Sue Brake as Deputy Chief Investment Officer, Portfolio Strategy. This is a new position at the fund reporting to Chief Investment Officer, Dr. Raphael Arndt. In this role, Brake will lead Future Fund’s Portfolio Strategy function bringing top-down perspectives on how global economic developments, financial markets and political risk will impact the fund’s portfolio. She joins Future Fund from Willis Towers Watson, where she currently serves as a Senior Investment Consultant and Head of Strategic Advisory. Future Fund’s assets total A$147 billion ($104 billion).

    Details in Future Fund Media Release April 1, 2019
  18. Tony Bagwell named Chief Investment Officer at Cook Children’s Health Care System

    The Cook Children’s Health Care System, a Fort Worth-based regional health care network, has named Tony Bagwell as its new Chief Investment Officer. Bagwell will be responsible for managing approximately $2 billion in foundation assets in this role. He joins Cook Children’s from Columbia University’s endowment, where he has worked for the past 17 years, most recently as a managing director. Executive recruiting firm David Barrett Partners facilitated the search.

    Details in Institutional Investor February 19, 2019
  19. The Mother Cabrini Health Foundation appoints Colin Ambrose as its first Chief Investment Officer

    The Mother Cabrini Health Foundation has selected Colin Ambrose as its first Chief Investment Officer. The New York-based foundation has $3.2 billion in assets, making it one of the country's largest grant-making foundations. In the role of CIO, Ambrose will be responsible for building an investment portfolio and an investment team. Ambrose joins Mother Cabrini from the UJA-Federation of New York where he served as CIO, a position he held since 2009. Executive recruiting firm David Barrett Partners facilitated the search.

    Details in Institutional Investor January 29, 2019
  20. David Lee named first Chief Investment Officer of the Chan Zuckerberg Initiative

    The Chan Zuckerberg Initiative (CZI) announced that David Lee will join the philanthropy as its first Chief Investment Officer in early 2019. In this role, Lee will oversee the $10 billion portfolio and will report to CZI’s investment committee chaired by Yale University CIO David Swensen. David Lee joins from the Princeton University Investment Company where he was a managing director. The Chan Zuckerberg Initiative was launched in 2015 by Facebook Co-founder Mark Zuckerberg and his wife Priscilla Chan, with a focus on accelerating progress on three core initiatives: science, education, and justice and opportunity. Executive recruiting firm David Barrett Partners facilitated the search.

    Details in Institutional Investor December 14, 2018
  21. RPMI Railpen names Ted Jennings Senior Investment Manager on Private Markets Team

    RPMI Railpen has appointed Ted Jennings to the newly created position of Senior Investment Manager for the pension's Private Markets team. In this role, Jennings will head the Defensive Team and will be responsible for Railpen's Long-term Income Fund, which launched in 2016 to look for returns from less liquid assets with more predictable cash flows. Railpen manages assets of the £28 billion ($36.6 billion) Railway Pension Scheme, London. Jennings comes to Railpen from Aviva where he was Portfolio Manager for the Alternative Income Solutions Fund.

    Details in Institutional Asset Manager September 19, 2018
  22. Michelle Ostermann named Chief Fiduciary Officer, Investments at RPMI Railpen

    RPMI Railpen announced that it has appointed Michelle Ostermann in the new position of Chief Fiduciary Officer, Investments. She will oversee investment strategy and risk appetite of the £28bn railway pension schemes and define the range of RPMI Railpen's internally managed pooled funds. Ostermann brings 25 years of experience in the Canadian pensions, investment and insurance industries to the role. Prior to this appointment, she served as the Senior Vice President, Corporate & Investor Relations at British Columbia Investment Management.

    Details in Investments & Pensions Europe September 12, 2018
  23. Cook Children's Health Care launches CIO search

    The Fort Worth foundation, with $2 billion in assets under management, has retained David Barrett Partners to assist with the search.

    Details in Institutional Investor August 24, 2018
  24. Aberdeen Standard Investments names David Lam as Head of Hong Kong

    David Lam, previously Chairman of the Advisory Board at Carret Private Investments, has been appointed Head of Hong Kong for Aberdeen Standard Investments. In this role, Lam will be responsible for managing the Hong Kong team and driving long term growth strategy for the business. He will report to Ian Macdonald, Deputy Head of Asia Pacific at Aberdeen Standard Investments.

    Details in Citywire Asia August 9, 2018
  25. University of Pittsburgh appoints Greg Schuler as Chief Investment Officer

    The University of Pittsburgh's Board of Trustees approved the appointment of Greg Schuler as the University's new Chief Investment Officer to handle the investment and management of the University's endowment. Prior to this appointment, Schuler served as the CIO and treasurer for BJC Healthcare, a nonprofit healthcare organization based in St. Louis, Missouri.

    Details in Chief Investment Officer June 29, 2018
  26. Robeco appoints Tom Keenan as Head of Wholesale Asia ex-Japan at Robeco

    Robeco has named Tom Keenan as Head of Wholesale Asia ex-Japan. Based in Singapore, he will report to Graham Elliot, Head of APAC Distribution and will focus on expanding relationships with intermediaries including banks and wealth managers, insurance companies and independent financial advisors in the region. Prior to Robeco, Keenan was Head of Private Bank & Wealth Distribution for Asia ex-Japan, based out of Singapore, and Head of iShares ETF Specialist Sales in Hong Kong for BlackRock.

    Details in Robeco Press Release January 30, 2018
  27. Vanessa Bailey
    (1966 - 2017)

    It is with a heavy heart that we report that our friend and colleague, Vanessa Bailey, passed away on August 16, 2017 after a tenacious, courageous and private battle with cancer.

    Details in In Memoriam Announcement September 14, 2017
  28. Maureen Beshar appointed Head of Robeco US

    Maureen Beshar has been appointed Head of Robeco Institutional Asset Management US Inc. She will oversee Robeco's strategic business expansion in the US market and lead the sales and client relationship management effort from Robeco's newly opened New York office. Prior to joining Robeco Maureen was Executive Committee Member and Head of Global Institutional Distribution, Client Service and Marketing at Nuveen Investments.

    Details in Robeco Press Release September 7, 2017
  29. David Barrett Partners conducts global external review for Wellcome Trust, the UK's biggest charity

    David Barrett Partners conducted a global external review for the Wellcome Trust in connection with internal appointments to newly defined investment leadership roles as Danny Truell, Chief Investment Officer since 2005 and Managing Partner, becomes Emeritus Partner later this year. Nick Moakes has been appointed Managing Partner and Chief Investment Officer and Peter Pereira Gray has been appointed Managing Partner and Chief Executive Officer, Investments. Wellcome Trust is the UK's largest charity with assets under management of approximately £21 billion.

    Details in Wellcome Trust News August 10, 2017
  30. Robeco appoints Shiro Tsubota as President of Robeco Japan

    Robeco has named Shiro Tsubota as President and Representative Director for Japan. He reports to Graham Elliot, Head of APAC Distribution in Hong Kong and will focus on expanding Robeco's Japan business as well as current investment strategies for Japanese investors. Prior to Robeco, Tsubota was Chief Executive Officer for Henderson Global Investors Japan.

    Details in Robeco Press Release July 31, 2017
  31. UTIMCO names Britt Harris as CEO and Chief Investment Officer

    The University of Texas/Texas A&M Investment Management Company (UTIMCO) has named Thomas Britton "Britt" Harris IV as CEO and chief investment officer to oversee more than $40 billion in assets under management. A graduate of Texas A&M, Harris was previously chief investment officer of the Teacher Retirement System of Texas with $140 billion in assets. UTIMCO's Search Committee engaged David Barrett Partners in a nationwide search.

    Details in University of Texas System News June 16, 2017
  32. Trends in Private Equity Recruiting

    Human Capital: The Indispensable Asset Class is a periodic newsletter published by David Barrett Partners focusing on noteworthy human capital developments in our practice areas. Private Equity Recruiting is the first in the series highlighting themes for 2017.

    Details in Human Capital: The Indispensable Asset Class March 23, 2017
  33. Dartmouth College Appoints Alice Ruth, a Former Money Manager for Michael Bloomberg, as New Endowment Chief

    Dartmouth College has hired Alice Ruth as chief investment officer to oversee its $4.5 billion endowment. A Dartmouth alumna, Ruth was previously chief investment officer of Willett Associates, Michael Bloomberg's family office and family foundation. David Barrett Partners assisted Dartmouth with the search.

    Details in The Wall Street Journal March 13, 2017
  34. Leading Private Equity Recruiter Appointed Senior Advisor to David Barrett Partners

    David Barrett Partners is pleased to announce the appointment of Vanessa Bailey to a senior advisory capacity at the firm, providing it with expanded private equity practice to augment its search capabilities for family offices, traditional asset managers and endowments/foundations.

    Details in Press Release January 30, 2017
  35. TIFF Names Robert Zion Chief Operating Officer

    Robert Zion, Chief Operating Officer at Hirtle Callaghan & Co., has been named to the new position of Chief Operating Officer at The Investment Fund for Foundations (TIFF). He will report to Richard Flannery, Chief Executive Officer, and join the five-member TIFF Management Committee. David Barrett Partners assisted TIFF with the search.

    Details in TIFF Press Release (PDF) January 11, 2017
  36. T. Rowe Price Names Andrew Astley as Global Head of Product

    T. Rowe Price Group has hired Andrew Astley as global head of product, effective January 23, 2017. He will collaborate with the firm's investment and distribution teams to develop product strategies for U.S. Equity, Global/International Equity, Fixed Income, and Asset Allocation.

    Details in PR Newswire November 30, 2016
  37. Dartmouth's Pamela Peedin to Step Down as CIO; Search Underway

    The College has hired executive search firm David Barrett Partners to assist with the search.

    Details in Dartmouth News November 9, 2016
  38. Harvard Management Company Names Columbia's Narv Narvekar CEO

    David Barrett Partners conducted the CEO search for HMC which manages Harvard's $36 billion endowment.

    Details in Chief Investment Officer September 29, 2016
  39. Harvard Management Company engages David Barrett Partners to conduct CEO search

    HMC's president and CEO, Stephen Blyth, has announced his resignation for personal reasons from the $37.6 billion endowment, effective immediately. Chief operating officer Robert Ettl continues as interim CEO and David Barrett Partners has been hired to find a permanent replacement.

    Details in Bloomberg July 27, 2016
  40. Cystic Fibrosis Foundation Hires OMERS Exec as CIO

    Jack Mahler selected for one of the most sought-after CIO roles: to create a multi-billion dollar portfolio from a clean slate for the non-profit. David Barrett Partners conducted the search.

    Details in Chief Investment Officer June 24, 2016
  41. Johnson & Johnson Picks Pension CIO

    Exelon's Neil Roache has been named CIO of the Johnson & Johnson Pension Trust.

    Details in Chief Investment Officer April 18, 2016
  42. David Barrett Partners Celebrates 10 Years and Announces the Opening of its Hong Kong Office

    David Barrett Partners, a leading global boutique executive search firm specializing in investment and wealth management, is pleased to announce that, as it marks its 10th Anniversary, it is expanding to Asia, adding to its existing presence in the global financial centers of New York, London and Boston.

    Details in Press Release October 14, 2015
  43. Elizabeth M. Hewitt to Join Alfred P. Sloan Foundation as Chief Investment Officer, Senior Vice President

    The Board of Trustees of the Alfred P. Sloan Foundation has announced that Elizabeth M. Hewitt will join the Foundation as Senior Vice President and Chief Investment Officer. Ms. Hewitt was selected after an extensive six-month search conducted by the CIO Search Committee and ably assisted by David Barrett Partners, LLC. The Foundation's endowment was is valued at approximately $1.9 billion as of June 30, 2015.

    Details in Alfred P. Sloan Foundation October 6, 2015
  44. Alaska Permanent Fund Loses CIO to OCIO

    Jay Willoughby, who joined as CIO at the Alaska fund four years ago, will take the CIO slot at the Investment Fund for Foundations (TIFF), a nonprofit outsourced CIO (OCIO) shop, in October. Willoughby's innovation at a large fund like Alaska, his team-building skills and his prior work in client-facing roles made him an especially appealing candidate, says executive recruiter David Barrett, who conducted the search for TIFF. "He really raised the bar at Alaska," Barrett says, adding that Willoughby's team management skills created an attractive group in Alaska.

    Details in FundFire September 28, 2015
  45. David Barrett and Anne Keyser featured in cover story of Chief Investment Officer magazine

    When polled by Chief Investment Officer magazine, investment industry leaders positioned David Barrett Partners as one of the of the most influential investment management search firms in the United States. Anne Keyser and David Barrett were hailed as "executive recruiting's hot hand" in the cover story of Chief Investment Officer magazine: The Talent Allocators.

    Details in Chief Investment Officer (reprint) September 8, 2015
  46. Elizabeth Havens Joins David Barrett Partners' New York Office

    David Barrett Partners, a leading international boutique executive search firm specializing in investment and wealth management, is pleased to announce that Elizabeth Havens is joining their New York office.

    Details in Press Release July 24, 2015
  47. David Barrett Partners Nabs Asset Mgmt Recruitment Vet

    David Barrett Partners has named Bob Gorog as a partner at the firm's Boston office. Gorog has more than 25 years of executive recruiting experience in asset and wealth managment and specialty hedge fund practices. He previously worked with several partners at his new firm including its founder David Barrett. Gorog has recruited CIOs, portfolio managers and research professionals as well as distribution leaders at both traditional and alternative asset managers. He will continue that work at David Barrett Partners.

    Details in Fundfire.com April 24, 2015
  48. Bob Gorog Joins David Barrett Partners' Boston Office

    David Barrett Partners, a leading international boutique executive search firm specializing in investment and wealth management, is pleased to announce that Robert Gorog is joining their Boston office as Partner.

    Details in Press Release April 15, 2015
  49. BP America CIO leaves for post with American Red Cross

    Gregory Williamson was named chief investment officer of American Red Cross to oversee $6.13 billion in investment assets. Williamson was recruited for the position by David Barrett Partners. At BP, Williamson oversaw $18 billion in assets, including $8 billion in defined benefit and 401(k) assets.

    Details in Pension & Investments March 25, 2015
  50. Robert Wallace Named CEO of Stanford's Endowment

    Stanford Management Company (SMC) has named Robert Wallace as chief executive officer and chief investment officer. With endowment assets of $21.4 billion, SMC is the fourth-largest U.S. endowment by assets. Wallace is chief executive officer and chief investment officer of Alta Advisors overseeing the global, multi-asset-class investment program of this London-based private investment firm. Prior to joining Alta in 2005, Wallace worked at Yale Investments Office.

    Details in Wall Street Journal March 23, 2015
  51. William Reeser appointed Chief Investment Officer of University of Florida Investment Corporation

    The University of Florida Investment Corporation has appointed William Reeser as chief investment officer to oversee $2.7 billion in assets. The University worked with David Barrett Partners as a consultant on this national search. Reeser was previously CIO of the investing arm of the St. Jude Children's Research Hospital in Memphis, TN.

    Details in Foundation & Endowment Intelligence September 29, 2014
  52. Morgan Stanley Investment Management hires Aiden Redmond as head of U.S. Institutional Sales

    Aiden Redmond has been named managing director and head of U.S. institutional sales at Morgan Stanley Investment Management, a new position, reporting to Paul Price, global head of distribution. Previously, Redmond was head of institutional sales at Delaware Investments.

    Details in Pensions & Investments June 16, 2014
  53. Eaton Vance appoints Edward Perkin Chief Equity Investment Officer

    Eaton Vance Management (EVM), a subsidiary of Eaton Vance Corp. (NYSE:EV) has appointed Edward J. Perkin as Chief Equity Investment Officer, effective April 29, 2014. He will report to Thomas E. Faust Jr., Chairman and CEO of Eaton Vance. Perkin joins Eaton Vance from Goldman Sachs Asset Management where he was Chief Investment Officer, International and Emerging Markets Equity based in London. In this role he was responsible for leading a 50-person team of portfolio managers and analysts in eight locations. As of December 31, 2013, EVM's equity groups managed $39.2 billion on behalf of individuals and institutional investors through funds and separately managed accounts.

    Details in Eaton Vance Managment Press Release February 14, 2014
  54. John Knapp Joins David Barrett Partners from Egon Zehnder

    David Barrett Partners, the boutique executive search firm specializing in investment and wealth management, is pleased to announce that John Knapp is joining their New York office as Partner.

    Details in Press Release February 11, 2014
  55. Jagdeep Singh Bachher appointed Chief Investment Officer of University of California

    The University of California Board of Regents has appointed Jagdeep Singh Bachher as chief investment officer, Office of the President to oversee $80 billion in assets that encompasses UC's pension, endowment, short term and total return investment pools. Bachher was chosen following an international search. He has been with Alberta Investment Management Corp since 2009, currently serving as executive vice president, venture and innovation.

    Details in University of California Press Release January 23, 2014
  56. Cohen & Steers Announces Addition of Real Assets Strategist and Portfolio Manager Vince Childers

    Cohen & Steers, Inc. announces that Vince Childers, CFA, has joined Cohen & Steers, effective August 12, 2013, to lead the firm's real assets investment strategies. Mr. Childers joins Cohen & Steers from AllianceBernstein where he co-managed $2.3 billion in real assets investment strategies, including the AllianceBernstein Real Asset Strategy Fund.

    Details in Cohen & Steers Release August 13, 2013
  57. Vanderbilt names Anders Hall vice chancellor for investments and chief investment officer

    After a national search, Anders W. Hall has been named Vanderbilt University’s new vice chancellor for investments and chief investment officer, effective Sept. 3 and pending Board of Trust approval. Hall will join Vanderbilt from Duke University, where he currently serves as head of public securities. At Vanderbilt, Hall will oversee the Vanderbilt investment office, responsible for managing the university’s $4 billion endowment.

    Details in Vanderbilt University Release July 22, 2013
  58. Charles Van Vleet named Chief Investment Officer of Textron

    Charles Van Vleet was named Assistant Treasurer and Chief Investment Officer of Textron, Inc (NYSE:TXT) overseeing $8 billion defined benefit and 401(k) plan assets in the U.S., Canada and U.K. He was previously Director Pension Investments at United Technologies Corporation (NYSE:UTX) in Hartford, CT. Based in Providence, RI, Textron is one of the world's best known multi-industry companies serving a diverse and global customer base.

    Details in Textron Press Release February 6, 2013
  59. Frederico Garcia Zamora joins Standish as Senior Portfolio Manager for currency strategies

    Standish Mellon Asset Management Company has hired Frederico Garcia Zamora as senior portfolio manager of currency strategies reporting to David Leduc, Standish's CIO. Zamora will be responsible for making investment recommendations in global currencies for single sector and multi-sector fixed income strategies and managing soon-to-be-launched currency absolute return strategies. Prior to joining Standish, Zamora was a co-manager of the international fixed income, global fixed income and strategic inflation opportunities funds at American Century Investments.

    Details in PR Newswire December 3, 2012
  60. Standish hires Raman Srivastava as Co-Deputy CIO and Head of Global Fixed Income

    Standish Mellon Asset Management Company has hired Raman Srivastava as co-deputy CIO and head of global fixed income to oversee all global and non-U.S. fixed income strategies. Reporting to David Leduc, Standish's CIO, Srivastava, Leduc and David Horsfall, co-deputy CIO will be responsible for managing Standish's multi-sector and absolute return fixed income strategies. Prior to joining Standish, Srivastava was a senior investment professional and portfolio manager for Putnam's core plus, global fixed income and absolute returns teams.

    Details in Standish News Release October 1, 2012
  61. T. Rowe Price names Robert Higginbotham head of global institutional services

    Robert Higginbotham has joined T. Rowe Price Group as head of global institutional services. He will be based in London and lead the firm's business development and relationship management activities serving institutions globally and financial intermediaries outside of the United States. Previously, he served Fidelity Worldwide Investment in several senior leadership roles, most recently as CEO for the Europe, Middle East & Africa (EMEA) and Latin America regions.

    Details in T. Rowe Price Press Release September 13, 2012
  62. Hershey Trust Company appoints Eric Henry to oversee $8.5 billion Milton Hershey School Trust

    Hershey Trust Company has hired Eric Henry to serve as CEO and Chief Investment Officer to oversee the $8.5 billion Milton Hershey School Trust, which funds the Hilton Hershey School located in Hershey, PA. Milton Hershey School, founded in 1909 by chocolate magnate Milton Hershey and his wife Catherine, provides a home and an education to more than 1,850 children from pre-kindergarten through 12th grade who come from families in poverty. Most recently, Eric Henry had been the chief investment officer of the $55 billion UAW Retiree Medical Benefits Trust.

    Details in The Business Journals February 28, 2012
  63. David Ben-Ur appointed CIO of Caxton Alternative Management

    Caxton Alternative Management, the new family office set up by Bruce Kovner, founder and chairman of global macro hedge fund manager Caxton Associates, has hired David Ben-Ur as CIO. Mr. Ben-Ur was for eight years co-CIO of Corbin Capital, which manages $2.7 billion in hedge funds of funds. He will remain a partner of Corbin Capital and a strategic advisor to the firm.

    Details in P&I Daily January 25, 2012
  64. Conning recruits Michael Haylon to lead global product development

    Conning, a leading insurance client asset management firm, has hired Michael Haylon to oversee global product development while managing investment strategies reporting to CIO Richard Sega. Sega commented: "Mike's deep expertise in international investment product development and management will help us expand our product suite across all of Conning's offerings and support our global expansion plants."

    Details in FundFire January 5, 2012
  65. Wells Fargo acquires institutional global equity manager

    Wells Fargo will acquire EverKey Global Partners, a boutique global equity institutional manager. EverKey's 11-member staff led by Jeff Everett, former CIO of Templeton Global Advisors, will join Wells' asset management division, expanding the number of investment strategies offered by the firm.

    Details in FundFire December 16, 2011
  66. T. Rowe Price hires Peter Austin to head LDI solutions

    Peter Austin, longtime BNY Mellon veteran who was head of pension services, has joined T. Rowe Price as head of its new fixed income solutions group. Austin initially will focus on enhancing T. Rowe Price's liability-driven solutions business for U.S. pension funds. In a statement Mike Gitlin commented: "Our fixed income solutions group will be working with a broad range of institutional clients to provide customized investment programs and will draw upon the resources of the firm. Peter has the experience and capabilities to make our LDI effort a collaborative one for the benefits of our clients."

    Details in FundFire October 7, 2011
  67. PIMCO Hires Ravi Mattu as Managing Director and Head of Analytics

    PIMCO, which manages $1.25 trillion, has hired Ravi Mattu to oversee portfolio management analytics as well as client facing analytics globally reporting to Mohamed A. El-Erian, PIMCO's CEO and co-CIO. El-Erian commented: "Having a world-class integrated analytics framework has been key to PIMCO's success, and remains so. Ravi's expertise, experience and leadership skills will enable us to enhance further our capabilities in this important area." Mattu was most recently head of research and strategy for Citadel Securities.

    Details in Marketwire February 22, 2011
  68. David Barrett Partners to Sponsor the J.P. Morgan Tournament of Champions Squash 2011 Event

    David Barrett Partners, the boutique executive search firm with offices in New York and London, is a proud to announce its sponsorship of the J.P.Morgan Tournament of Champions Squash Event being held January 21-27, 2011 in New York City's Grand Central Station.

    Details in Press Release January 20, 2011
  69. Invesco Consultant Chief Bolts for ING

    David Barrett Partners assisted ING Investment Management in hiring Brian Baskir as head of global consultant relations, a new position at the firm. ING has $462 billion in assets under management globally.

    Details in Fundfire August 17, 2010
  70. Harvard manager goes to Gates' investment firm

    Stan Zuzic, one of Harvard University's top endowment managers is now at Bill Gates Investments, the firm that manages money for the Gates Foundation, according to a person with knowledge of the move. Jane Mendillo, CEO of Harvard Mangement wrote in an internal memo: " Stan is leaving for an exciting opportunity that promises to be a great fit with his considerable talents."

    Details in Pensions & Investment Daily June 14, 2010
  71. Fund Managers Avoid Bonus Cuts

    In a report published by David Barrett Partners, Tory Hyndman, partner in the firm's London office, explains that Fund managers have avoided bonus cuts for 2009 to retain staff and a handful of firms have paid up as a talent retention strategy.

    Details in Financial News March 19, 2010
  72. Headhunter Opens London Office

    David Barrrett Partners announces the opening of the firm's office in London with the hiring of Tory Hyndman, a veteran in the UK asset and wealth management recruiting market. David Barrett believes there is pent-up demand for new hires and that "it's a great time"" for an executive search firm focused on asset and wealth management to be expanding."

    Details in Pensions & Investment Daily September 9, 2009
  73. Kase To Lead North American Sales For SSGA

    State Street Global Advisors has named Jamie Kase executive vice president, head of global sales and marketing, a new position. David Barrett Partners assisted in the search.

    Details in Pensions & Investment Daily March 2, 2009
  74. Checking Our Crystal Ball; 10 Years Later, P&I Revisits Its List of "25 To Watch"" And Finds Most Doing Just Fine

    David Barrett provides perspective on the vast change in the investment arena since Pensions and Investments profiled 25 people to watch in institutional investement 10 years ago.

    Details in Pensions & Investment Magazine October 27, 2008
  75. New York Health Foundation Names First CIO

    Nick Smirensky, deputy CIO of the New York State Common Retirement Fund, will join The New York Health Foundation as its first-ever CIO later this month. President and CEO, James Knickman comments that "the investment landscape has become too complex for [the foundation's assets] to be handled only by the investment committee. David Barrett Partners conducted the search. "

    Details in Fundfire October 16, 2008
  76. At Deadline: Picks To Succeed Buffett

    David Barrett comments that "there are only four or five people in the world' who could fill the shoes as Warren Buffett's successor as CIO of Berkshire Hathaway. "

    Details in Pensions & Investment Magazine March 5, 2007
  77. Endowments Compete For CIO Talent

    David Barrett states that "endowments have dramatically increased CIO salaries to help lure talent"" as universities are competing for top-notch investment professionals

    Details in Fundfire September 5, 2006
  78. CIO Slot Opens At MIT As President Retires

    With the announcement of the intended retirement of the president of MIT Investment Management Company, the university gears up to conduct a search. David Barrett comments on the position and MIT's prospects for attracting candidates.

    Details in Fundfire September 1, 2005

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