Nicholas Botticelli Email & Phone Number

Scottsdale, Az, Us

Nick leads the firm’s Investment Department and Chairs the Investment Policy Committee that is responsible for managing the global investment process, reviewing current investments, developing key strategic relationships, monitoring investment risk analytics, implementing asset allocation changes, investment manager oversight, sourcing of new investment opportunities, and creating client communications regarding the firm’s investment direction and philosophy.

Chicago, Il, Us

Led and managed all aspects of investment strategy for billion-dollar investment program, including developing and executing comprehensive investment and asset allocation strategy across trusts taking into consideration each trust’s specific attributes and requirements. Oversaw investment strategy program covering investment activities for five investment trusts including pension, nuclear decommission trusts, retiree healthcare portfolios, employee savings plan, and foundation. Collaborated with senior management, select members of Board of Directors, and Corporate Investment Committee. Assisted in setting agenda, recommending asset allocation changes, and delivering special presentation topics at each Board and Corporate Investment Committee meeting. Provided expert analysis, leadership , performance analysis and recommendations for all other asset class investments, including emerging manager program. Directed and oversaw comprehensive emerging market strategy across all trusts and asset classes. Remained current with industry trends in global capital markets to identify, develop, and recommend relevant investment strategies and asset allocation. Evaluated and determined relationship between various types of investment strategies to assist in portfolio structuring. Selected, managed, monitored, and leveraged third-party relationships.

West Conshohocken, Pa, Us

Managed investment strategy and client-facing responsibilities. Administered Pension Plan Client Solution, including CIO responsibilities for pension clients, creation of pension asset liability studies, pension prospecting and pension client on-boarding, and writing pension communications. Served as part of team responsible for oversight of traditional long only asset classes (including asset allocation shifts and manager oversight). Directed oversight of long duration bond managers, pension strategy oversight, and environmental, social, and governance (ESG) strategy oversight.

Basking Ridge, Nj, Us

Led manager selection and due diligence of globally-based on asset allocation and strategy decisions. Directed global investment team with unique asset class responsibility. Managed assets across five different trusts including Defined Benefit, Defined Contribution, VEBA’s, Captive Insurance, and Foundation. Led on-going functions of global investment team including evaluation of asset allocation models, funded status, hedge ratio, monitoring of performance, organization structure, risks, compliance, legal agreements, fee structuring, account structure of both existing and prospective portfolios, and asset classes. Oversaw on-going due diligence including at least semi-annual manager visits requiring full documentation.

Basking Ridge, Nj, Us

Oversaw four external managers in Strategic Partnership Network (SPN) including evaluation of asset allocation models, monitoring of performance, risks, account structure, and evaluating new portfolios. Managed all global trades covering equities and derivatives. Facilitated monthly cash raising to meet pension benefit obligations, oversaw manager transitions, and implemented asset allocation decision via equities and derivatives. . Liaised between legal, compliance, and operations to ensure correct execution and settling of trades.

Basking Ridge, Nj, Us

Created World Market Summary and Total Plan Performance sections of monthly CFO report. Oversaw creation of monthly/quarterly external manager analyses including STAR analytics and Manager Profile Books. Selected and maintained external vendor systems including Factset, Bloomberg, eVestment Alliance, and Morningstar. Created and maintained proprietary systems to analyze external managers. Oversaw summer intern program.

Basking Ridge, Nj, Us

Led and programmed application development and automation efforts in Microsoft Excel (VBA) and Microsoft Access. Generated executive presentations in Microsoft PowerPoint. Created database in Microsoft Access to track help desk requests and Y2K project.