Philip Larrieu, Cfa, Caia, Frm Email and Phone Number
Philip Larrieu, Cfa, Caia, Frm work email
- Valid
Philip Larrieu, Cfa, Caia, Frm personal email
Strategic investment professional with 23 years of experience, currently overseeing aspects of a $140 billion public investment portfolio. My expertise combines deep analytical thinking with innovative approaches to drive value creation in complex investment environments.Previously, I led strategic oversight of a $12 billion portfolio at a major public pension plan, successfully identifying and seeding emerging managers, executing co-investments with activist partners, and driving alpha generation. My analytical approach and rigorous due diligence processes enabled me to evaluate and recommend over 50 investment managers, negotiating partnership agreements representing over $3 billion in committed capital.As a CFA, CAIA, FRM, CIPM, and SCR holder, I bring comprehensive technical expertise to investment analysis and risk management.Core expertise includes:• Strategic Portfolio Management• Investment Strategy Development• Manager Selection and Due Diligence• Risk Management and Portfolio Optimization• Alternative Investments• Activist and Co-investment Strategies• ESG Integration and Sustainable InvestingI excel in environments that value analytical rigor and innovative thinking. My strength lies in developing innovative investment solutions and identifying patterns and opportunities others miss and translating theoretical insights into alpha-generating portfolio strategies. Always interested in thoughtful discussions about complex investment challenges.
Oregon State Treasury
View- Website:
- oregon.gov/olcc
- Employees:
- 127
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Stewardship Investment OfficerOregon State TreasuryPortland, Or, Us
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Stewardship Investment OfficerOregon State Treasury Oct 2022 - PresentSalem, Oregon, Us -
Football OfficialNcoa Football North Aug 2003 - Present -
Associate Portfolio ManagerCalstrs Mar 2005 - Oct 2022West Sacramento, Ca, UsMonitor and review the portfolio and performance of external activist managers in the CalSTRS Corporate Governance / Sustainable Investment &Stewardship Strategies Program.Identified, recommended, and negotiated contracts with investment managers.Engage companies on corporate governance or performance issues, and encourage them to adopt changes in line with policies set by the CalSTRS Board.Evaluated and engaged companies with exposure to geopolitical issues, and maintain the list of restricted securities.Monitor the voting of over 7000 proxies a year.Perform research and analysis on proxy issues and vote them within the guidelines set by the CalSTRS Board.Perform analysis and comment on of the potential impact of legislation and regulatory rule changes.Produced annual reports for the California State Legislature on investments relating to Iran, Sudan, Northern Ireland, and World War II Forced Labor.Reviewed and negotiated with potential product vendors and monitored the performance of current vendors. -
Research AnalystSungard Advisor Technologies Sep 2002 - Mar 2005Wayne, Pa, UsConduct due diligence research on separate account money mangers and mutual funds.Monitor performance and created attribution analysis for approved managers.Monitor and researched significant events for approved managers.Serve on the Investment Policy Committee. -
Sergeant (E-5) Usmc ReserveUnited States Marine Corps Feb 2002 - Feb 2004Washington, Dc, Us -
Fund AccountantFranklin Templeton May 2000 - Sep 2002San Mateo, California, UsPerform daily accounting for daily activity of several mutual funds.Reconcile accounts, expenses, and trades.Prepare reports for the SEC, tax, marketing, and compliance.Determine an accurate NAV for several mutual funds. -
Fund AccountantForum Financial Jul 1999 - Feb 2000
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Corporal (E-4) Usmc ReserveUnited States Marine Corps Jun 1992 - Jun 1998Washington, Dc, Us
Philip Larrieu, Cfa, Caia, Frm Skills
Philip Larrieu, Cfa, Caia, Frm Education Details
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Allegheny CollegeEconomics -
Allegheny CollegePolitical Science
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Oregon State University
Frequently Asked Questions about Philip Larrieu, Cfa, Caia, Frm
What company does Philip Larrieu, Cfa, Caia, Frm work for?
Philip Larrieu, Cfa, Caia, Frm works for Oregon State Treasury
What is Philip Larrieu, Cfa, Caia, Frm's role at the current company?
Philip Larrieu, Cfa, Caia, Frm's current role is Stewardship Investment Officer.
What is Philip Larrieu, Cfa, Caia, Frm's email address?
Philip Larrieu, Cfa, Caia, Frm's email address is pl****@****trs.com
What schools did Philip Larrieu, Cfa, Caia, Frm attend?
Philip Larrieu, Cfa, Caia, Frm attended Allegheny College, Allegheny College, Oregon State University.
What skills is Philip Larrieu, Cfa, Caia, Frm known for?
Philip Larrieu, Cfa, Caia, Frm has skills like Investments, Corporate Governance, Asset Management, Portfolio Management, Financial Analysis, Fixed Income, Equity Research.
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