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Erik Ogren, Cfa Email & Phone Number
Managing Director of Investments
at
Carnegie Mellon University
1 work email found
@cmu.edu
2 phones found area 949 and 310
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director of Investments
Location
Pittsburgh, Pennsylvania, United States
Who is Erik Ogren, Cfa? Overview
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Quick answer
Erik Ogren, Cfa is listed as Managing Director of Investments at Carnegie Mellon University, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at cmu.edu, phone signal with area code 949, 310, and a matched LinkedIn profile for Erik Ogren, Cfa.
Erik Ogren, Cfa previously worked as Vice President at Cliffwater Llc and Associate, Advisory at Lp Capital Advisors. Erik Ogren, Cfa holds Mba, General Management from University Of California, Berkeley, Haas School Of Business.
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*@cmu.edu
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Profile bio
About Erik Ogren, Cfa
Erik serves as a Managing Director of Investments at Carnegie Mellon University (CMU), where he shares responsibility across all asset classes. CMU's endowment has consistently ranked in the top decile among university endowments, particularly excelling in alternative assets.Before joining CMU, Erik was part of the private markets team at Cliffwater LLC in New York. At Cliffwater, he oversaw the firm's European private equity investments and contributed to North American buyout coverage. Prior to that, he was at LP Capital Advisors, leading due diligence on private equity investments and advising clients on secondary sales, capital budgeting, and strategic allocation. Erik also has experience in technology investment banking with Bank of America Merrill Lynch and in structured finance with Citi Residential Lending and Deloitte. At Citi, he managed non-agency residential mortgage-backed security deals, while at Deloitte, he served as a senior consultant on the securitization transaction team. Erik began his career in lower middle-market lending for American Capital Group.With 23 years of professional experience in investing, mergers and acquisitions, and capital markets, Erik holds an MBA from the Haas School of Business at the University of California, Berkeley, a B.A. from the University of California, San Diego, and a Chartered Financial Analyst (CFA) designation. He is also bilingual in Japanese.
Listed skills include Private Equity, Valuation, Due Diligence, Investments, and 29 others.
Current workplace
Erik Ogren, Cfa's current company
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8 roles
Erik Ogren, Cfa work experience
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Managing Director Of Investments
CurrentCMU has a $3.8 billion endowment that is allocated across public and private investments. The illiquid portfolio consists of hedge funds, private assets (venture capital and buyouts), real estate, and real assets. CMU's endowment is global in nature and has achieved top decile performance.
Jul 2016 - Present
Vice President
Cliffwater Llc
Cliffwater is one of the largest U.S. alternatives advisory firms, assisting clients globally in their allocations to hedge funds, private equity and real assets.Erik served as a Vice President and Head of European Private Equity investing with a secondary focus on North American buyouts. His responsibilities included sourcing primary and direct investment opportunities, leading due diligence efforts, evaluating LP interest secondary sales, monitoring existing relationships and market coverage.
Jul 2012 - Jun 2016
Associate, Advisory
Lp Capital Advisors
LP Capital is a non-discretionary private assets advisor with over $100 billion of assets under advisement. Erik served as a private equity generalist with responsibility for investment sourcing and screening, fund and co-investment due diligence, secondary sale analysis, pension plan portfolio pacing/asset allocation and various strategic projects, which included general partner wind-ups, valuations of third-party interest in the management companies of private equity general partners, a $1.0 billion LP fund interest secondary sale, ILPA presentations, and monte carlo simulations of asset returns. Erik worked on investment opportunities globally and across various strategies, including buyouts, growth equity, venture capital, distressed/credit, real assets, and absolute return strategies. Fund investment equity checks ranged from $20 million to $250 million, and co-investment equity checks averaged $50 million.
Nov 2009 - Jul 2012
Summer Associate, Technology Investment Banking
Erik was a member of the Technology Coverage Group in the investment banking division (M&A) of Bank of America Merrill Lynch (d.b.a. Banc of America Securities) based in San Francisco.Erik gained experience in convertible debt raises, mergers and acquisitions and IPOs across various technology sub-sectors, including but limited to semiconductors, software companies, and Internet businesses.
Jun 2008 - Aug 2008
Transaction Manager
Citi Residential Lending is a division of Citigroup and operated under the previous guise of ACC Capital Holdings, the holding company of both Ameriquest and Argent Mortgage. Ameriquest and Argent Mortgage were the two largest non-prime originators of residential mortgages. Erik served on the capital markets group, which was responsible for asset-backed securitization transactions and whole-loan sales. Non-agency RMBS transactions ranged in size from $1.0 billion to $4.5 billion, and whole-loan trades ranged in size from $100 million to $3.0 billion. Erik was a deal manager who led both whole-loan trade and securitization transactions monthly. Erik was promoted from Senior Analyst.
Sep 2004 - Jul 2007
Senior Consultant
Erik was a member of the securitization strategies and transaction team (structured credits) in the Financial Advisory Practice of Deloitte. Erik led due diligence engagements in the asset-backed debt security space. Work included audit-test work, reverse engineering debt structures, collateral modeling and asset-backed conduit collateral identification. Erik was promoted from Consultant.
Aug 2002 - Sep 2004
Account Executive
Erik was employed as a front-end investment professional for American Capital, a lower middle-market corporate lender specializing in equipment financing. Erik was focused on deal origination and credit analysis.
Aug 2001 - Aug 2002
3 education records
Erik Ogren, Cfa education
Mba, General Management
University Of California, Berkeley, Haas School Of Business
B.A.
Uc San Diego
Study Abroad, Japanese
International Christian University
FAQ
Frequently asked questions about Erik Ogren, Cfa
Quick answers generated from the profile data available on this page.
What company does Erik Ogren, Cfa work for?
Erik Ogren, Cfa works for Carnegie Mellon University.
What is Erik Ogren, Cfa's role at Carnegie Mellon University?
Erik Ogren, Cfa is listed as Managing Director of Investments at Carnegie Mellon University.
What is Erik Ogren, Cfa's email address?
AeroLeads has found 1 work email signal at @cmu.edu for Erik Ogren, Cfa at Carnegie Mellon University.
What is Erik Ogren, Cfa's phone number?
AeroLeads has found 2 phone signal(s) with area code 949, 310 for Erik Ogren, Cfa at Carnegie Mellon University.
Where is Erik Ogren, Cfa based?
Erik Ogren, Cfa is based in Pittsburgh, Pennsylvania, United States while working with Carnegie Mellon University.
What companies has Erik Ogren, Cfa worked for?
Erik Ogren, Cfa has worked for Carnegie Mellon University, Cliffwater Llc, Lp Capital Advisors, Banc Of America Securities, and Citi Residential Lending.
How can I contact Erik Ogren, Cfa?
You can use AeroLeads to view verified contact signals for Erik Ogren, Cfa at Carnegie Mellon University, including work email, phone, and LinkedIn data when available.
What schools did Erik Ogren, Cfa attend?
Erik Ogren, Cfa holds Mba, General Management from University Of California, Berkeley, Haas School Of Business.
What skills is Erik Ogren, Cfa known for?
Erik Ogren, Cfa is listed with skills including Private Equity, Valuation, Due Diligence, Investments, Financial Modeling, Investment Banking, Capital Markets, and Portfolio Management.
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