Casey Wolf Email & Phone Number

Austin, Texas Area

Develop, evaluate and implement investment goals, policies and strategies, ensuring compliance with applicable laws, governance policies and regulations. Monitor market and industry trends to recommend investment policy changes to the Board. Educate the Board on investment strategies and asset classes through presentations, seminars and investment manager meetings; report regularly on investment performance and economic impacts to the portfolio.Develop and monitor the investment portfolio; review analyses, reports, budgets, proposals and contracts. Implement asset allocation, investment strategy and rebalancing the portfolio. Review market research and oversee the external investment consultant to develop models, forecasts and implementation plans. Oversee implementation of public equity, private equity, credit, real estate and hedge fund programs and approve recommendations on individual partnerships upon completion of due diligence.Conduct searches for consultants, fund managers, securities lending agents and performance measurement consultants to recommend to the Board; set investment guidelines for fund managers and negotiate terms for providers; regularly evaluate and report the performance of these providers to the Board.Conduct research and planning; meet with investment advisers, legal counsel and others regarding the investment program and impending issues. Delegate, prioritize, and assign projects in managing the investment division. Hire staff and ensure ongoing training and development of all investment staff. Review staff performance evaluations and provide leadership and direction.2019 Institutional Investor Advisory Board Member

Austin, Texas Area

Direct staff in monitoring hedge fund and opportunistic credit investments/managers, maintaining portfolio liquidity schedule, reviewing fund reports, maintaining due-diligence documentation, understanding valuation methodologies, monthly reporting, etc. Develop & maintain relationships with GPs, LPs, consultants, industry associations, etc. Review hedge fund and credit PPMs, LPAs, and perform & review consultant due diligence on prospective investment opportunities.Work with legal counsel and staff to negotiate legal terms & conditions in LPAs.Travel to, and meet with, existing and prospective hedge fund and credit managers to conduct on-site due diligence, attend annual meetings and/or investor days.Facilitate training & development of staff.Prepare formal and informal reports to the Board, Chief Investment Officer, and other TCDRS staff/relationships as needed2016 Institutional Investor Awards - Nominee for Large Public Plan of the Year in Hedge Funds

Austin, Texas Area

2014 Institutional Investor Awards - Nominee for Large Public Plan of the Year in Hedge Funds

Portland, Oregon Area

Taught courses entitled 'Ethical and Legal Responsibilities' in the Executive and Professional MBA Programs and 'Investments' in the School of Management.

Portland, Oregon Area

Doctor Of Law - Jd, Law

Activities and Societies: President of the Joint Degree Association (JD/MBA)

Master Of Business Administration - Mba, Finance, General

Activities and Societies: Beta Gamma Sigma - Honor Society for Collegiate Schools of Business; Pi Alpha Alpha - National Honor Society.

Bachelor Of Arts - Ba, Political Science And Government

Activities and Societies: Minors: Economics & Spanish; Phi Kappa Phi - National Honor Society; Omicron Delta Epsilon - International Honor.