Christopher Tobe, Cfa, Caia

Christopher Tobe, Cfa, Caia Email and Phone Number

Principal Litigation Consultant http: and and www.christobe.com and litigation and @ Chris Tobe - previously D/B/A Stable Value Consultants
Louisville, KY, US
Christopher Tobe, Cfa, Caia's Location
Louisville, Kentucky, United States, United States
About Christopher Tobe, Cfa, Caia

Expert Consulting in 401(k), investments at http://www.christobe.com/litigation/CIO for Hackett group a SEC registered RIA doing Investment Consulting working with Public Pensions and other institutions natonally Experience in: Retainer and Project Investment Consulting, Expert Witness, Oversight of Investment Managers,Investment Policy Management, Asset Allocation,Private Equity & Hedge Funds and other Alternative Assets. Working with non-profit and public boards. Working on stable value in 401(k), 457 and 403(b). Published over 30 Articles in publications sponsored by SVIA, HFMA, IFEBP, AGB, NACUBO, SACUBO Over 20 Conf.Presentations to groups including NAST, CASE-SIRF, NIF, ASF, CIEBA. Testified to DOL and SEC on Investment and ERISA issues. Best selling author of "Kentucky Fried Pensions"Quoted on Investments in Wall Street Journal, Reuters, Chicago Tribune, Bloomberg, Barrons, CBS Marketplace, Plan Sponsor, Pensions & Investments. See christobe.com for more information

Christopher Tobe, Cfa, Caia's Current Company Details
Chris Tobe - previously D/B/A Stable Value Consultants

Chris Tobe - Previously D/B/A Stable Value Consultants

View
Principal Litigation Consultant http: and and www.christobe.com and litigation and
Louisville, KY, US
Christopher Tobe, Cfa, Caia Work Experience Details
  • Chris Tobe - Previously D/B/A Stable Value Consultants
    Principal Litigation Consultant Http: And And Www.Christobe.Com And Litigation And
    Chris Tobe - Previously D/B/A Stable Value Consultants
    Louisville, Ky, Us
  • Chris Tobe - Previously D/B/A Stable Value Consultants
    Principal Litigation Consultant Http://Www.Christobe.Com/Litigation/
    Chris Tobe - Previously D/B/A Stable Value Consultants Apr 2009 - Present
    Expert Witness Litigation Support, Dispute Analysis & Forensics 401(k) plans & public pensions. Specialties Stable Value, Target Date Funds alternative assets. Independent Contract work for other consulting firms Sortino, Biller, Hackett, BCAP. Stable Value Consulting, project and retainer consulting. Alternative, Hedge Funds and Private Equity consulting Asset Allocation, Fee Studies,
  • Reconstruction Fund I
    Chief Investment Officer
    Reconstruction Fund I Sep 2022 - Present
    Racial Justice private equity impact investment fund that provides patient capital to Black businesses in the South and Black Belt Region.https://www.hackett-group.com/reconstruction
  • The Hackett Group, Llc
    Sr. Investment Consultant And Chief Investment Officer
    The Hackett Group, Llc 2013 - Present
    Hourly Consulting. African American Woman owned firm. Investment Consulting with a focus on Public Pensions. Due Diligence, ESG and review of all asset classes including Private Equity , Hedge Funds and other alternatives. Asset allocation studies and fee studies. Manager searches presentations to boards and committees of Corporate, Taft-Hartley, Foundations, Endowments and Public Plans https://www.hackett-group.com/reconstruction
  • Commonsense 401(K) Project
    401(K) 2Nd Opinion
    Commonsense 401(K) Project Feb 2022 - Present
  • Transparency Task Force Limited
    Ambassador- Award Winner Dc Sept.2019
    Transparency Task Force Limited Mar 2016 - Present
    Written Several Articles on Transparency Times Secret Contracts in Public Pensions March 2018 https://issuu.com/andyagathangelou/docs/transparency_times_march_2018Transparency- Times Transparency in US Life Insurance Investments October 2017 London https://issuu.com/andyagathangelou/docs/transparency_times_october_2017 Transparency Times - CFA Standards September 2016 https://issuu.com/andyagathangelou/docs/the_transparency_times_edition__5_s
  • Kentucky Fried Pensions 2018
    Book Author
    Kentucky Fried Pensions 2018 Dec 2017 - Present
  • Copes, Inc.
    Treasurer Board Of Directors
    Copes, Inc. 1994 - Present
    Review Non-Profit Financialshttp://www.copes.org/aboutus.php
  • Dtd Foundation
    Investment Committee Member
    Dtd Foundation Jan 1999 - Jan 2022
    Fishers, Indiana, Us
    Asset Allocation, Investment Policy development, manager selectionhttp://www.deltfoundation.org/
  • For Kentucky State Auditor
    Candidate
    For Kentucky State Auditor Jan 2019 - May 2019
    Running for Kentucky State Auditor on a platform of Pension transparency & accountability. Previously served on the senior staff of KY State Auditor Ed Hatchett
  • Represent.Us
    Kentucky Chair
    Represent.Us Apr 2018 - Jan 2019
    Florence, Ma, Us
    Chair of KY Chapter of Represent.US bringing transparency & accountability to Kentucky state & local governments
  • Marketwatch
    Marketwatch Columnist
    Marketwatch 2011 - 2016
    New York, New York, Us
    http://www.marketwatch.com/retirement/mentors/stories?authorid=20954
  • Kentucky Fried Pensions
    Best Selling Author
    Kentucky Fried Pensions 2013 - 2015
    Book Review- “Kentucky Fried Pensions” - ForbesThere are many on Wall Street and in state capitals who will be uncomfortable with the findings in this book—which which may be reason enough for buying it.http://www.forbes.com/sites/edwardsiedle/2013/08/08/kentucky-fried-pensions/Book Interview- “Kentucky Fried Pensions” by Public Sector“Anyone still unconvinced that Public Pension Policy cannot make for extremely colorful copy should read this book. “ Steve Eide of Public Sector Inc Podcast and Transcript at http://www.publicsectorinc.org/podcasts/070613tobe.php#.UgOxn9K1E-sThough the book essentially catalogs years of sleazy deals, corruption and fiscal irresponsibility in a sometimes stream-of-consciousness style, there are new revelations.- Insider Louisvillehttp://insiderlouisville.com/news/2013/08/13/kentucky-fried-pensions/In Kentucky, Tobe and Siedle found that KRS, the state pension funds, had paid a whopping $14 million to placement agents between 2004 and 2009. Mat Taibbi in Rolling Stonehttp://www.rollingstone.com/politics/news/looting-the-pension-funds-20130926#ixzz2gblaSj00
  • Kentucky Retirement Systems
    Investment Committee Member & Trustee
    Kentucky Retirement Systems Apr 2008 - Apr 2012
    Frankfort, Us
    Investment selection and asset allocation
  • Nepc, Llc
    Sr. Consultant
    Nepc, Llc 2008 - 2009
    Boston, Massachusetts, Us
    •Due Diligence, and review of all asset classes including Private Equity , Hedge Funds and other alternatives. Produced asset allocation studies and fee studies. Participated in numerous manager searches, including all major asset classes including hedge funds and private equity. Numerous presentations to boards and committees of Corporate, Taft-Hartley, and Public Plans
  • Cfa Institute
    Cfa Volunteer
    Cfa Institute 1997 - 2009
    Charlottesville, Va, Us
    President CFA Society of Louisville
  • Aegon Institutional Markets
    Director Pensions & Savings
    Aegon Institutional Markets 2001 - 2008
    The Hague, South Holland, Nl
    • Oversaw Client Service to stable value managers and plan sponsors. Development of Enhanced Index Product. Brought in over $3 billion in additional wrapped stable value in 3 years. Held develop sales plans and strategy for several markets including Taft-Hartley, Public DC plans, Consultants, and $2-$10 billion Corporate DB plans. Institutional Sales & Client Service/Product Manager for $1 billion Enhanced Index Plan used by a dozen large DB plans. Director of Consultant Relations, educating consultants on stable value. Published a dozen articles on stable value and related subjects.
  • Fund Evaluation Group
    Consultant
    Fund Evaluation Group Nov 1999 - Oct 2001
    Cincinnati, Ohio, Us
    • Advised trustees of over 30 foundations, endowments and pension plans on Investment Policy. Manager selection and review, asset allocation studies, social investing, commission recapture projects, spending policy, fee studies. Participated in numerous manager searches, including all major asset classes including hedge funds and private equ ity. including religious organizations endowments, community foundations, health organizations and other non-profits. Over 20 new business presentations to these groups.
  • Kentucky State Auditor
    Investment Specialist
    Kentucky State Auditor 1997 - 1999
    Reviewed and produced major consulting report on two $12 billion public pension plans. Reviewed $3 billion State Investment Pool. Review 8 public university endowments and related foundations. Interviewed in Pensions & Investments. Articles published in Plan Sponser, Financial Analyst Journal.
  • University Of Louisville
    Instructor Investments
    University Of Louisville Jan 1988 - May 1998
    Louisville, Ky, Us
    Worked as adjunct Professor sporadically as needed over period teaching Corporate Finance to undergraduates and Investments to MBA's
  • Jpmorgan Chase
    Portfolio Manager
    Jpmorgan Chase 1992 - 1997
    New York, Ny, Us
    First Chicago NBD at timeManaged $150 million investment department of 75% high net worth and 25% Institutional & EB & supervised employees. Multiple sales and retention presentations to HNW individuals, foundation boards and employee groups.
  • Jpmorgan Chase
    Director Investment Research/ Portfolio Manager
    Jpmorgan Chase 1987 - 1992
    New York, Ny, Us
    At that time Liberty National Bank Louisville. Managed over 200 HNW investment accounts. In charge of stock research for $2 billion department
  • Fifth Third Bank
    Analyst
    Fifth Third Bank 1984 - 1985
    Cincinnati, Ohio, Us
    Cumberland S&L at the time
  • Lee Hamilton For Congress
    Campaign Coordinator
    Lee Hamilton For Congress Jun 1984 - Nov 1984
  • Joint Economic Committee Of Congress
    Intern
    Joint Economic Committee Of Congress Jan 1984 - Apr 1984

Christopher Tobe, Cfa, Caia Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Finance
  • Tulane University
    Tulane University
    Economics

Frequently Asked Questions about Christopher Tobe, Cfa, Caia

What company does Christopher Tobe, Cfa, Caia work for?

Christopher Tobe, Cfa, Caia works for Chris Tobe - Previously D/b/a Stable Value Consultants

What is Christopher Tobe, Cfa, Caia's role at the current company?

Christopher Tobe, Cfa, Caia's current role is Principal Litigation Consultant http: and and www.christobe.com and litigation and.

What schools did Christopher Tobe, Cfa, Caia attend?

Christopher Tobe, Cfa, Caia attended Indiana University - Kelley School Of Business, Tulane University.

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