I collaboratively manage private equity investments within the Oregon State Treasury Investment Division, primarily for the Oregon Public Employees Retirement Fund (OPERF), which is overseen by the Oregon Investment Council. This includes monitoring the existing private equity portfolio with a market value of $27 billion and performing due diligence on potential investments, with commitments of typically between $50 million and $500 million. The portfolio is global and composed primarily of buyout and growth capital strategies, with some investments in venture capital, distressed, and structured equity.

Alternative investment research and due diligence for the Oregon Public Employees Retirement Fund (OPERF) and other state funds. Types of investments included private equity, real estate, infrastructure, energy and natural resources, agriculture, hedge funds, CTAs, royalty streams, reinsurance, and special opportunities.

- Global capital markets research including developed, emerging, and frontier economies, public and private equity, bonds, and other securities- Analysis of cash flows, financial statements, risk exposures, descriptive statistics- Clear, concise communication of complex data through written reports and presentations to senior management and client boards- Research investments from discovery to recommendation and monitoring- Develop and maintain relationships with a large network of investment managers and financial services to obtain industry intelligence, gain rapport with counterparties, and support business development - Analysis of proposals from client RFP process for custodian, brokerage, consultant, and administration services to support contract negotiations - recommendations resulted in +$1 million client savings in aggregate- Business development assistance, including prospective client presentation and marketing materials- Internal strategic planning committee: researched and recommended employee incentive and recognition program changes and evaluated firm-wide communication processes

- Evaluation of client portfolios against benchmarks and metrics- Communication of reporting methodologies to senior management and clients