I figured I’d try to better organize my portfolio of profiles for Pensions & Investments, but through a blog post on my personal website.
Quite frankly, profile or narrative writing was what pushed me to pursuing a professional career in journalism. For a profile I wrote on an artist during my junior year of high school, a former editor for The New York Times gave me high marks — and a first place award at Baruch College’s Newsies program in November 2018.
I thank everyone who has taken the time to let me interview them — and everyone who edited or read what I’d consider art.
Last updated June 2.
Endowments and foundations
E&Fs are my main beat. Apologies in advance to foundation PR contacts whose media monitors picked up my blog.
Profiles:
- Wesleyan University’s Anne Martin | Retiring June 30
- Fondation du Grand Montréal’s Jason Taylor
- West Virginia University Foundation’s Jim Bethea
- McKnight Foundation’s Elizabeth McGeveran | Leaving June
- Kresge Foundation’s John A. Barker
- Amid diversity pushback, Kresge Foundation’s CIO transformed the team’s approach — this is actually a sidebar to an internship-focused feature
- Knight Foundation’s Rebecca Carland
- Texas Permanent School Fund’s Robert Borden
- Meet the CEO-CIO who turns interns into industry leaders — and why he invests in them (gift)
- Texas Permanent’s Robert Borden says the fund was over-diversified. Now he’s building for a liquidity crisis. (gift)
- How a college lecture shaped Robert Borden’s 25-year mission to lead Texas Permanent — this is a sidebar due to length
- The California Wellness Foundation’s Rochelle Witharana
- University of Illinois Foundation’s Travis Shore
- University of Rochester’s Douglas Phillips | Now retired
- Arizona State University Enterprise Partners’ Jeff Mindlin | Now at The Nature Conservancy
Young talent grows, and if you give it the opportunity, feed it and water it — two years go by, five years go by, and they’re not the interns anymore … I tell interns, your job before you leave is you have to find your replacement that you put your name on, that this person that you’re in class with has what it takes. Once it gets momentum, it’s a wonderful thing to watch. You step back, and it becomes a self-fulfilling prophecy.
Robert Borden, Texas Permanent School Fund
Emerging and diverse investment managers
Emerging and diverse managers are also my main beat — while diversity more broadly has been a sub beat.
- A Harvard spinout is pushing beyond $4 billion — how Evolution reached escape velocity in private credit (gift)
- Here’s how emerging managers are carving niches in real assets — and winning institutional interest (gift)
- Texas Teachers embraces innovation in emerging managers as program marks 20 years
- ‘What’s old is new again.’ Private credit veterans bring startup energy to emerging managers. (gift)
- A pioneer in emerging managers, Leading Edge CEO says DEI is ‘not focused on anything that resembles entitlement’
- Illinois Teachers sees ‘unlimited opportunities’ in diverse managers as program marks 20 years (gift)
- Fairview Capital celebrates 30 years of innovation, allies and diverse talent. Here’s how it got there.
Influential Women in Institutional Investing
I’ve write a lot of the features to tied P&I‘s annual Influential Women in Institutional Investing program.
- Global Endowment Management’s Stephanie Lynch, 2025 | Energized by her ‘real calling,’ Stephanie Lynch is on a mission to support endowments
- Pivotal Ventures’ Erin Harkless Moore, 2025 | Erin Harkless Moore wants to align her investing ‘with the world I want to be’ in
- Georgetown and Lehigh universities’ Kristen Agatone, 2025 | ‘A perfect path’ to pay it forward. Kristin Agatone brings personal mission to endowment management.
- Cambridge Associates’ Jasmine Richards, 2025 | Jasmine Richards multiplies success by empowering diverse — and emerging — managers
- Blackstone’s Monica Issar, 2025 | Monica Issar lives to learn — from the kitchen table to Blackstone
- The Kresge Foundation’s Venus Phillips, 2024 — now at the Freedom Together Foundation | Venus Phillips, managing director, Kresge Foundation
- Trinity Church’s Sophia Tsai, 2024 — now at the Wallace Foundation | Sophia Tsai, managing director, Trinity Church Wall Street
- Saint Paul & Minnesota Foundation’s Shannon O’Leary, 2024 | Shannon O’Leary, chief investment officer, Saint Paul & Minnesota Foundation
- Callan’s Lauren Mathias, 2024 | Lauren Mathias, senior vice president, global manager research, and diversity, equity and belonging champion, Callan
- Smithsonian Institution’s Amy Chen, 2024 | Amy Chen, chief investment officer, Smithsonian Institution
- Allspring Global Investments’ Ann Miletti, 2024 | Ann Miletti, chief diversity officer and head of active equity, Allspring Global Investments
- State of Wisconsin Investment Board’s Anne-Marie Fink, 2024 — now retired | Anne-Marie Fink, private markets and funds alpha chief investment officer, State of Wisconsin Investment Board
- PineBridge Investments’ Joy Booker, 2024 — Joy Booker, managing director and head of Americas client relations, PineBridge Investments
- Acadian Asset Management’s Kelly Young, 2024 | Kelly Young, CEO, Acadian Asset Management
- MPowered Capital’s Marcia Page, 2024 | Marcia Page, founder and CEO, MPowered Capital
- NEPC’s Krissy Pelletier, 2024 | Krissy Pelletier, partner, head of endowments and foundations, NEPC
Other profiles
These are other features — including one I wrote for P&I‘s annual Best Places to Work in Money Management program.
- Fidelity revamps OCIO business to capture endowment market. How the investment giant plans to compete with industry titans. (gift)
- Builders Vision hires public, private markets heads to advance sustainable strategy (gift)
- Bailard CEO Sonya Mughal shares what’s kept her there for 30 years (gift)
Features that I’m generally proud of
On talent development, recruitment and retention:
- Asset owners are building talent through internships. What Texas Christian University and peers have learned.
- Endowments’ missions, new challenges and impact enticing some pension fund staffers to make leap (gift)
- In the age of AI, money managers foster creativity to promote innovation
- Embracing the power of authenticity, Influential Women rewrite the rules — of finance and leadership
- ‘Not finished yet’: On the top rung, Influential Women keep evolving with institutional investing
- In their own words: Rising Stars talk up inspiration, impact and the future of asset management (gift)
- University of Nevada, Las Vegas’ inaugural investing challenge encourages students to enhance financial literacy skills
- Wellness, development among priorities of managers enhancing future of work (gift)
- As 2024 comes to a close, Best Places to Work winners celebrate a key reason for success — their employees (gift)
- Mentors helped Influential Women along the way. Honorees pay it forward.
- Leaning on self-advocacy, Influential Women honorees stay resilient through markets, workplace and self-doubt
- Meeting employees where they’re at is key to talent attraction and retention
- Sabbaticals give employees chance to rest, recharge. Workers love the perk.
- Inclusivity, work-life balance top of mind for young talent
- The importance of a ‘pawsitive’ environment at the office
- Managers boost financial wellness to ease stress, support productivity
On industry trends, retrospectives and outlooks:
- Healthcare assets under OCIO management are set to surge. The complexity is keeping all but a few firms away. (gift)
- Endowments, foundations to double down on missions while ‘riding the fog’ of 2026 (gift)
- Private universities, foundations to face new tax provisions, but experts see little change in 2026 (gift)
- Taking hits from all sides, endowments may be forced to embrace more risk
- Calls for divestment consume endowments, but the noise outweighs the impact
- With AI driving public — and private — equities, university endowments return higher for fiscal year (gift)
- Institutional investors see ‘blue ocean’ opportunities through diverse private market managers (gift)
- CIOs rethink public-private market divide, pursue diversified credit strategies amid economic uncertainty (gift)
- ESG at 20: The idea that started an investing revolution is now at a crossroads
- 2024 proxy season sees investors embrace the ‘G’ in ESG
- ‘Mother Nature is slapping us in the face,’ CalSTRS’ Ailman says
On broader diversity, equity and inclusion:
- NYC pension funds’ new leaders pledge to bolster emerging, diverse manager efforts
- Influential Women emphasize having an ‘elastic mindset’ to adapt to AI revolution (gift)
- Influential Women honorees impart wisdom on 2025 Rising Stars (gift)
- From diverse backgrounds, Influential Women see opportunity through international lens
- Why the Virginia CIO believes in diversity: ‘There’s no monopoly on good ideas’ (gift)
- New York pension funds among those focusing more on alternatives with emerging, diverse managers
- CalPERS reaffirms commitment to investing in emerging alternatives managers
- Despite challenges, DCIIA honorees embrace, speak up about importance of diversity, equity and inclusion
- After BlackRock scraps DEI, expect continued progress but less noise amid legal uncertainty
- Don’t lose sight of the power of DEI, women urge ahead of International Women’s Day
- Amid DEI pushback, pension funds, diversity advocates bolster inclusion of emerging managers
- Firms taking steps to support female employees’ life journey (gift)
- Money managers enhance parental leave policies, benefits to support new, diverse families (gift)
- Among the most Influential Women are champions of diverse — and emerging — managersÂ
- Leaning on self-advocacy, Influential Women honorees stay resilient through markets, workplace and self-doubt
- Investment pros sound call for protecting DEI as Toigo Foundation celebrates 35 years (gift)
- ‘Every dollar matters’ for diverse managers raising capital
- Named trailblazers, 20 Chicago women are setting the pace for improving diversity (gift)
- How they got there: Senior women leaders at Natixis talk career trajectories
- Diversity kept in mind, but not a priority, among pension plans in manager hires (gift)
Special reports I’ve led the writing effort on
I not only wrote profiles and features for these, but I also helped with the copy editing and debugging for the microsites and conference booklets.
- 2023 Best Places to Work in Money Management
- 2024 Best Places to Work in Money Management
- 2025 Best Places to Work in Money Management
- 2024 Influential Women in Institutional Investing
- 2025 Influential Women in Institutional Investing
In other daily news, select E&F coverage:
- Harvard endowment chief earns $6.2 million for 2024 after posting stronger returns
- Texas Permanent is pushing more into private credit. Legacy assets and mixed returns pose challenges ahead.
- University of California CIO sees AI agents ‘coming for everything we do’ in endowment management
- University of California CIO shifts AI stance, realizing new risks — and opportunities
- Asset owners should do a ‘full-blown review’ of portfolios amid ongoing geopolitical risks, Commonfund CEO-CIO says
- UTIMCO tracking AI investment ‘overexposure’ as more investors weigh risks of overvaluations
- University of California pursues $2.4 billion investment in Big Ten, but faces backlash (gift)
- Princeton recalibrates endowment expectations as university president warns of slower growth
- Thomas Hicks, private equity investor who founded UTIMCO, dies at 79
- University of California CIO asserts caution over private assets amid 401(k) plan push, liquidity concerns
- University of California’s $2.4 billion Big Ten deal on hold, but CIO still optimistic despite opposition
- N.M. State Investment Council votes against Tesla CEO’s pay package while mulling governance policy
- Stanford’s Ashby Monk to lead search for New Mexico State Investment Council’s next CIO
- Yale endowment alumni commemorate 25th anniversary of former CIO David Swensen’s opus
- Texas Permanent builds out private credit strategy as it restructures team (gift)
- New Mexico State Investment Council CIO to retire following cancer diagnosis
- University of California gives CIO $2 million pay package amid strong returns, record growth
- Texas Permanent School Fund to stay the course in growing its private equity portfolio
- University of California divests hedge funds as CIO criticizes high fees, low returns
- Rush University Medical Center picks deputy CIO from Exelon
- Wake Forest’s in-house money manager teams up with Worth Venture to form AI company
- UTIMCO sticks with private equity amid activity slowdown, discloses secondaries purchase
- Community foundations to increase private markets allocations at slower pace — study
- University of California bolsters investment in home-grown artificial intelligence tools
- University of California CIO sees ‘systemic problem’ as endowments study private equity secondaries (gift)
- Ford Foundation and KKR co-founder’s nonprofit team up with universities to bolster Appalachian businesses
- Brown University emerges as investor in BlackRock’s spot bitcoin ETF — this might’ve been my first time writing breaking news that isn’t a people move or something out of a board meeting.
- University of California CIO calls on allocators to stand up to Treasury secretary — my first time covering an investment committee meeting for this beat in particular.
- Howard University endowment first among HBCUs to surpass $1 billion — I was especially proud of writing this one.
- Princeton University president defends endowment, DEI and ‘institutional restraint’ in annual letter
E&F stories I wrote — in particular, while I was still the editorial intern:
- Intentional Endowments Network develops benchmark for institutions to measure impact
- Fordham CIO discusses endowment model, inclusive capital at SALT conference
- Trinity Church willing to take risks in its approach to responsible investing, CIO says
- New Mexico State Investment Council names new investment leader (gift) — the council is really a sovereign wealth fund that includes pools that are endowments, but I would note this was the first people move I wrote that was blasted. I covered for the now-retired Arleen Jacobius when she was on holiday, and I started serving as the back-up person who covers NMSIC ever since, including when a CIO retired, the fund announced Ashby Monk as the headhunter for the CIO’s replacement as well as the symbolic Tesla vote.