Responsible for investment strategy, policy and implementation supporting $8 billion of retirement, endowment, and other benefit assets. Responsible for asset allocation, asset class strategies, manager structure and selection, and investment relationship management.Serve as a member of the Leadership Team reporting to the President/CEO. Lead investment staff and relationships with external boards.

Senior Investment Manager - Investment Policy and Strategy, 2001 - 2003Investment Manager - Global Asset Allocation Strategies, 1999 - 2001Investment Manager – Plan Sponsor Department, 1997 - 1998Assistant Investment Manager – Plan Sponsor Department, 1994 - 1996Led development of asset allocation, asset-liability policies, value-added objectives, risk budgets, and associated research.Developed investment program structures and implemented alternative investment strategies, including private equity, real assets, and derivative overlay programs. Responsible for leading department staff and managing operating and investment budget.Chaired investment policy teams, served as a member of the senior manager team, Investment Risk Management Advisory Team, Management Council, Project Review Board, and corporate strategic planning teams.Presented recommendations to the external Board of Trustees. Served as staff liaison to Investment Committee.

Researched opportunistic value strategies and investments for inclusion in hedge funds. Worked across a diverse set of public and private equity, debt, and partnership special situation investments. Performed capital market, industry, company and quantitative analyses.

Investment Manager, 1993 - 1994Securities Analyst, 1991 - 1993Managed private placement and public fixed-income investments totaling over $1.8 billion.Served as lead investor in private placement transactions, with responsibility for due diligence, deal term negotiations, and coordination of legal documentation.Closed more than 30 debt financing transactions. Served on creditors committee and participated in restructuring and workout of inherited deals.Directed the work of 2 research assistants.

The University of Iowa – Department of Finance, 1990 – 1991.AEGON USA Investment Management, Inc., Summer 1990.MidAmerica Securities, Summer 1988.Provided financial and statistical research for investment studies authored by finance professors.Developed industry and company analyses for high yield and other investments.Completed marketing training program.