Before joining Makena, she was an Executive Assistant to the investment team at a tech-focused hedge fund based in Redwood Shores, CA. As a senior member of the Fund Investments Department, Adam helped formulate strategic and tactical asset allocation, while chairing the departments investment committee. Website https://smc.stanford.edu/. Jonathan Chan, a Managing Director, oversees all financial operations of Makena vehicles. Stanford Management is a national leader in affordable housing. in Operations Research from the United States Military Academy, an M.S. Sean earned a B.S. David Siegel is a computer scientist, entrepreneur, and philanthropist. Makena Capital Management is a leading investment firm whose objective is the preservation and appreciation of long-term capital History Makena Capital Management, LLC was formed in 2005 by senior executives from the Stanford Management Company along with other leading practitioners from elite North American endowments and foundations. Copyright ComplaintsTrademark Notice. Bailey earned a B.S. Brian earned an M.B.A. from the Stanford Graduate School of Business and a B.A. 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. in Economics from the University of California, Los Angeles and is a CFA Charterholder. Mengru holds a Masters degree in Finance from the MIT Sloan School of Management and a Bachelors degree in Economics and Finance (First Class Honors) from the University of Hong Kong. Robert Wallace, the head of Stanford University's $25 billion endowment, urged caution when investing in private equity and venture capital, saying that an excess of capital is . 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. Prior to joining Makena, Jennifer oversaw the client service experience for ultra-high net worth and institutional clients at Morgan Stanley Wealth Management in Boston. in International Relations from the University of Virginia, an M.A. Prior to ICONIQ, Mengru worked at RJA Asset Management, where she focused on options-based strategy research and portfolio management. Ben rejoined Makena after earning his M.B.A. at the Stanford Graduate School of Business. Mike joined Robertson Stephens as Director of Investment Banking in 1988. 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. Prior to joining Makena in 2012, Lara was an associate at GE Energy Financial Services, a financial division investing across the capital structure of energy assets. Our mission is to create safe, beautiful, friendly and engaged living communities that evoke pride and investment from residents and employees alike. Ben Levison is a Vice President, responsible for supporting portfolio management and manager selection for Makenas Marketable asset classes. Peter served as a board member of the University of Virginia Investment Management Company for a ten-year period ending June 2012. 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. . in Economics. Prior to joining Makena in 2017, Dan was a partner at Vastardis/Conifer, which had provided fund administration services to Makena since Makenas inception. 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. Before Valchemy, Bill was President and COO of iMediation, S.A, a private software company. * Jordan Wheeler is an Executive Assistant at Makena, working alongside the Private Equity team. The committee makes recommendations to the Board relating to the fiscal and general business management of the university, including budgets and financial statements, debt policy and matters relating to the management of university assets and including the activities of the Stanford Management Company as it exists and may hereafter exist by . in Media Studies. He is on the board of directors of Janus Henderson Group, Inc. and Virginia Environmental Endowment, and serves as Chairman of the Investment Advisory Committee of the Virginia Retirement System. Laura-Sofia Mehta is an Investment Analyst working across the Private Equity, Marketables, and Real Assets teams. Stanford Management has properties throughout Maine and Pennsylvania, managed to meet the specific needs of seniors and persons with disabilities. Sharon earned an A.A. in Business Administration and Management from the University of Phoenix. In September of 2022, he will return to Stanford University to be jointly appointed as the Class of 1984 Senior Fellow at the Hoover Institution, and a senior fellow at Freeman Spogli Institute for International Studies (FSI). 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. Prior to joining Makena in 2015, Frank was engaged in the ODD efforts at Saguenay Strathmore Capital, Morgan Stanley and UBP, where he focused on private equity, real estate and hedge fund investments. Mengru is a CFA Charterholder. 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. Board Members. in Finance Economics from Ohio Wesleyan University. Not too many people and a generally friendly atmosphere. in Biological Sciences from the University of California, Davis. Outside of the office, Eve enjoys gardening, reading, and spending time with family.Read More, Tina Ouellette Director of Finance Tina is originally from a small town in Northern Maine nestled in between Fort Kent and Eagle Lake in Northern Aroostook County called Wallagrass. Larry received his B.A. in Management Science and Engineering. Mike is a member of the advisory boards of several fund managers and the Stanford Institute for Economic Policy Research (SIEPR). Mr. He earned a B.S. Prior to joining Makena in 2015, Lily was a financial controller at Open Door Capital Advisors for four years and a Senior Tax Associate with Ernst & Young for five years. He holds a B.S. Luke has extensive experience working with UHNW families and serves as a board member for a prominent family office. Joe is responsible for the construction and risk management of internal and external multi-asset class portfolios and serves as the portfolio manager for many of our Outsourced CIO (OCIO) clients. Powers was named CEO and president of Stanford . Stanford University is part of the Colleges & Universities industry, and located in California, United States. Eve Dunham Senior Portfolio Manager As Senior Portfolio Manager, Eve is responsible for property oversight, employee development, and process improvement. New! In this role, she conducts diligence on managers and new investments. Prior to joining the Harvard Management Company in 1995, he worked as a consultant at Cambridge Associates and as a private equity analyst at Liberty Mutual Insurance Company. in Political Science from Claremont McKenna College and a J.D. in Mathematical Methods in Social Sciences and Economics. Joe is a CFA Charterholder. She lives with her husband and two teenage sons in Milton, MA. Prior to joining Makena in 2014, Chris was a Senior Account Manager at CITCO Fund Services, a fund administrator in San Francisco, where he oversaw the reconciliation and accounting functions for an alternative credit and energy-focused client. Based in Hong Kong, he is responsible for managing the firm's efforts in the region, including strategic direction and personnel management across our offices in Hong Kong, Tokyo and Seoul. 5-Sure is a free ride program for students at night similar to Uber. 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 in Engineering-Economic Systems from Stanford University. Jonathan Van Gorp, a Managing Director, is responsible for leading portfolio management and partner selection across Makenas Real Assets investments. Dharini received an M.B.A. from the Stanford Graduate School of Business, an M.A. In addition to conducting its day-to-day investment work, the investment staff also teaches undergraduate and graduate students. in Economics and Accounting from the University of California, Santa Barbara. 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. Milla McCaghren is an Investment Analyst working across the Private Equity, Marketables, Real Assets, and Risk Management teams on investment diligence and portfolio management. Facilities Operations. Chris earned a B.A. in Advertising and Public Relations from Loyola University of Chicago. in Computer Science and Business Administration, with a minor in Renaissance Study. Prior to Asia Alternatives Management LLC, Ryan was a Senior Assurance Associate at Ernst & Young LLP. She was previously a Senior Associate at Citco Fund Services, focusing on middle office operations. Menlo Park, CA 94025, Sign up to receive updates from Makena Capital. She has also been recognized for her restoration and reuse of historically significant properties, neighborhood revitalizations, and involvement in downtown reinvestment. Katie holds a B.A. 1996, M.A. 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 . 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. She has a trackRead More. We're a focused group of operators looking to empower entrepreneurs to grow their businesses into enduring market leaders. Prior to his appointment as co-Managing Partner, Brian served as the head of Private Equity and as the portfolio manager for Makenas private equity funds. John Zuercher is an Investment Analyst working across the Private Equity, Marketables, Real Assets, and Risk Management teams on investment diligence and portfolio management. 650-725-SURE 650-725-7873 Taylor earned a B.A. Holdings. Frank graduated with a B.A. in Agricultural Economics from Purdue. Cuan Soo Hoo is an Associate in Makenas Performance Reporting Group. 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 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. in Statistics and a Secondary in Economics. View the executive profile of Austin Lawrence, Director, Investment at Stanford Management Company, on Equilar BoardEdge to see current and past work history and gain access to Austin Lawrence's network of 14 business contacts. Nicotine was frothier than rockets. She was a senior fellow at the Hoover Institution from 1991 to 1993 and returned to the Hoover Institution after serving as provost until 2001. Logan Crespan is an Analyst in Makenas Performance Reporting Group, working across multiple Makena funds with a focus on private equity. 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. In this article. Michael McCaffery is Chairman of Makenas Board of Directors. Dan earned an M.A. in Political Economy from Williams College. Sarah earned her M.B.A. from the Walter A. Haas School of Business at the University of California, Berkeley. in Business Administration with a concentration in Finance from California Polytechnic State University, San Luis Obispo. AnalystInvestment OperationsSchool & Dept. Copyright ComplaintsTrademark Notice. He is a CFA Charterholder. Previously, Justine was an Investment Banking Analyst in Goldmans Leveraged Finance group. She has previous work experience in both the public and private sectors at the U.S. Department of Energy, McKinsey & Company, and Farallon Capital. Prior to QIA, Adam worked at HSBC and Morgan Stanley as an equity sell-side analyst covering European integrated oil and gas companies. . The Endowment and other gifts to the University support the academic mission. Stephanie Chang is a Senior Associate and Chief of Staff to the CIO. 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. Ryan Tsujimoto is a Senior Accountant in Makenas Financial Operations Team. Lan is an active CPA. Stanford Management Company headquarters is in Stanford, CA. Fields marked with an * are required Name * Email * Message * Property Which property is this in regards to? From 1997 to 2004, he taught in the McIntire School of Commerce at the University of Virginia, first as an adjunct and later as a full-time assistant professor. Michelle holds a B.A. degree in Finance from the University of North Carolina-Wilmington, where he graduated with honors, and an M.B.A. from the Wharton School. Get the latest business insights from Dun & Bradstreet. Signal Hire. degree in Mathematical and Computational Science from Stanford University and an M.B.A. from the Stanford Graduate School of Business. in Business Administration, magna cum laude, from the University of Southern California. . Adam Seymour, a Managing Director based in Makenas London office, is responsible for efforts in both investment and client strategy. 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. Bailey Patchen is an Analyst in Makenas Performance Reporting Group, working across multiple Makena funds with a focus on developed markets and natural resources. Cristin holds an A.B. Pam began her career in teaching and educational administration in secondary schools. As CFO, Mike is responsible for the oversight of the financial operations of the firm, managing all operational processes for the Makena investment strategies, including financial policies, audits, risk controls and service provider relationships. Insider (Form 4) 09/30/2022. Bill serves on the board of Western Technology Investment, a registered venture debt investment firm. Logan earned a B.A. Arthur Markley is an Investment Analyst working across the Private Equity, Marketables, Real Assets, and Risk Management teams on investment diligence and portfolio management. Throughout her career Amanda has conducted diligence on asset managers of varying strategies, including long-only equity, hedge funds, private equity, real estate, and natural resources. Funds, *Stanford degrees shown**Employee of the Stanford Beijing Consulting Co. Ltd. Shanghai Branch, Stanford University. Maddie Clarfield is a Vice President at Makena. We're not looking to cut costs and flip your company for a quick profit. She is responsible for portfolio reporting, data integrity, and exposures tracking. Ryan graduated from Colorado College with a B.A. Dharini Shukla is a Vice President on the Private Equity team, responsible for supporting portfolio management, manager, selection, and direct investments for Makenas Private Equity asset class. 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. We understand your employees are like family and that your company is your life's work. She serves on the Board of Directors of The Investment Fund for Foundations and is also a member of the investment advisory boards of three multi-generational family offices. David Busch is a Manager on Makenas Performance Reporting Group and is responsible for portfolio reporting, data integrity, and trade operations. 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