Podcasts about wilshire associates

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with Alex Chaloff, the CIO of a large and sophisticated private wealth management firm that is very active in private markets.Alex is Chief Investment Officer of Bernstein's $125B+ private wealth management unit within $725B AUM AllianceBernstein. He was previously the Head of Alternative Asset Strategies. Prior to joining Bernstein in 2005, he was a MD for Wilshire Associates, serving on the firm's investment committee. Prior to that, he worked in fund accounting operations at a global custodian in Boston.Alex and I had a fascinating conversation about: How to approach private markets asset allocation.Why he's doing the job that he always wanted to do.How to think about portfolio construction.The importance of patience.The questions about liquidity.Why structure matters.Thanks Alex for coming on the show to share your wisdom and views.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency. To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products. Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction and Sponsor Message01:18 Podcast Theme Song01:35 Welcome to the Podcast01:59 Introducing Alex Chaloff03:01 Alex Chaloff's Career Jurney03:49 Transition to Bernstein04:16 Current Role and Responsibilities05:26 Investment Strategy and Market Insights06:58 Active vs Passive Investment11:35 Middle Market Focus14:26 Evaluating Fund Managers18:28 Lessons Learned in Fund Management20:51 Allocating to Private Markets22:38 Liquidity and Risk Management27:01 Current Market Opportunities31:01 The Perception of Infrequent Reporting31:38 Private Wealth and Market Fluctuations32:21 Understanding Liquidity Concerns32:54 The Future of Private Market Investments33:38 Challenges in Public Market Benchmarks34:45 GP and LP Dynamics in Private Markets36:58 Product Innovation in Private Markets38:30 Evergreen Structures and Asset Allocation39:20 Vintage Diversification Strategy42:07 Lessons from the Current Market Cycle42:30 Next Generation Investors and Impact Investing46:13 Double Bottom Line Investing48:24 Concerns in Private Debt Markets51:33 Opportunities in Venture Capital54:36 Favorite Alternative Investments and Future Trends

Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates.  Our conversation tracks Roz's career, including lessons from teaching children, the most important rule of management, successful investment consulting, taking time off, and joining Helmsley. We then turn to her current role and cover opportunistic-based allocation, theme identification, benefits of concentrating in managers, oversight of a team and due diligence, stories from the front lines, exciting investment opportunities, co-investments, and governance. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Join hosts Pat and Konch on the Dakota Fundraising News Podcast as they dive into recent job changes, advisor activity, and institutional investment updates. This episode unpacks key job transitions, including Alex Sawabini's move from Cambridge Associates to BCG, John Patterson's new role at Wilshire Associates, and Scott Chan's appointment as CIO of CalSTRS. Learn about William Blair's expansion in Philadelphia with the acquisition of Fernberger Wealth Management and LPL's addition of two advisors from Cetera, boosting their managed assets significantly. Our institutional coverage highlights significant investment actions and upcoming searches at various pension systems, including the Boston Retirement System's plans for a Private Equity & International Small Cap manager search, and notable commitments by the Santa Barbara County Employees' Retirement System in alternative funds.

Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as CIO of Wilshire Associates, where among other things he experienced the best story of a manager getting their foot in the door that I've ever heard. He got his start in the business trading death spiral convertible bonds at a now defunct hedge fund and got introduced to manager selection at Investorforce. Our conversation starts with Jim's career path, and covers a full range issues in allocating capital. We discuss defining risk tolerance, a factor-based approach to asset allocation, separating talent from luck in manager selection, the politics of endowment management, challenges using internal management, and culture. If you listen carefully, you'll hear a few one-liners. Jim is chock full of gems and life lessons. Learn More Follow Capital Allocators at @tseides or LinkedIn Subscribe to the mailing list Access transcript with Premium Membership

Early experiences often shape our entire lives. The inspiring story of our guest - Jennifer Openshaw - shows what's possible to achieve when you choose to own your destiny. Being a child of divorce and watching her mother struggle as a single mom to make ends meet shaped Jennifer's entire career journey. Her first “real” job was working as a maid in a motel while her mother worked two full-time jobs as a waitress to support the family. At an early age, she decided to make it on her own and to make a big impact. Now as CEO of Girls With Impact, the nation's leading business education program for young women, she empowers women all around the world with the business and tech skills to become future leaders. Jennifer's story illustrates the power of vision, determination and tenacity in your pursuits. She achieved her ambitions by looking at how other people got to where they are and always surrounding herself with a community of next level peers. She has broken barriers and paved the way for others to follow.  Visit gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jennifer. Highlights: [02:18] What shaped Jennifer's young life [04:19] Jennifer's young career choices [08:05] Pursuing passions or pursuing money [14:44] Looking for opportunities [15:57] Dealing with fear of rejection or failure [18:17] Lessons learned as an entrepreneur [24:09] Gen Z in the workforce and the benefit of failing [27:36] Ready for the “what if” [30:05] Women when it comes to finances [32:14] About Girls With Impact [34:56] Taking her mission to the next level [43:57] Companies attracting entrepreneurs and Gen Z [49:21] Lightning round questions Quotes: “Sometimes the way to move up is to move out.” – Jennifer Openshaw “I'm a believer in not taking a leap until you know what you're leaping to.” – Jennifer Openshaw “It shows people something when you're willing to raise your hand.” – Jennifer Openshaw Lightning Round Questions: What book has greatly influenced you? - “The Prophet” by Kahlil Gibran What is your favorite inspiring quote or saying? - "If there's a will there's a way.” And “The answer will reveal itself.” What is one word or moniker you would use to describe yourself? - What leapfrog move can take you to where you want to go? What is one change you've implemented that made your life better? - Being grateful every day. What power song would you want playing as you walk out onto a stage? - “Ain't No Mountain High Enough” by Diana Ross. About Jennifer Openshaw: Jennifer Openshaw – called “one of the most outspoken proponents for empowering women to control their financial lives” by CBS MarketWatch – is CEO of Girls With Impact, the nation's leading business education program for young women. Her expertise and national reputation as a financial innovator have made her a valuable ally in the media – from “Oprah,” “Dr. Phil” and “Today” to CNN, Fox and CNBC. At the age of 14, Jennifer took on her first “real” job as a maid in a motel while her mother worked two full-time jobs as a waitress to support the family. In 2000, Jennifer was named one of the Internet's 25 Rising Stars as a result of her work as CEO and founder of Women's Financial Network, a company created as a result of her experience in the industry and as the “Money Expert” for KCBS-TV. The company was acquired by Wall Street legend Muriel Siebert (NYSE: SIEB). Jen's financial industry experience includes senior roles at Bank of America, leading pension advisor Wilshire Associates, and BankOne (now JP Morgan Chase). She also headed the 60-year-old Financial Women's Association and, most recently, was Partner and Chief Marketing Officer at global consulting firm Mercer, where she led the When Women Thrive research platform. She started her career in the California State Treasurer's Office. Drawing from her experience in Silicon Valley, Wall Street and Main Street in tech, education, and the financial industry, Jennifer has been a fixture in the media. Her roles have included “Money Expert” for KCBS-TV, host of ABC Radio's Winning Advice, and columnist for Dow Jones' MarketWatch. She's the author of three books: The Socially Savvy Advisor (2015); The Millionaire Zone (Hyperion), based on research about the social networking strategies of the wealthy; and What's Your Net Worth? (Perseus), turned into a Public Television Show. Jennifer has been an advisor to Fortune 500 firms, including Microsoft, where she also served as national spokesperson. She writes regularly for Dow Jones, USA Today and as a LinkedIn Influencer. Jennifer holds an MBA in finance and BA from UCLA. She is a member of the New York Economic Club and was appointed by the California Governor to the Commission on California Government Efficiency. Links: Website: https://www.girlswithimpact.org/ LinkedIn URL: https://www.linkedin.com/in/jenopenshaw/ LinkedIn URL: https://www.linkedin.com/company/girlswithimpact/ Instagram: https://www.instagram.com/girlswithimpact/ Twitter: https://twitter.com/jopenshaw Twitter: https://twitter.com/GirlsWithImpact

Jennifer Ann Openshaw is a mother to two amazing daughters, a financial innovator and the founder and CEO of Girls with Impact, the nation's only live online mini MBA for young women, ages 12 to 18. Jennifer has worked in Bank of America's investment management group, as well as Wilshire Associates where she advocated to turn the Wilshire 5,000 Index, a barometer of the market, into a realtime index and spearheaded a partnership with CNBC. She has also served as the press secretary to California's state treasurer and responsible for 12 financing commissions and a 70 billion-plus dollar investment portfolio. She joins us on Parenting for the Future to discuss this life-changing program that equips girls with the entrepreneurship skills, confidence and business knowledge to set them apart and set them up for future success.

On today's manager meeting, Jim Dunn speaks with Julia Bonafede. Jim is a past guest on the show and the CEO and CIO of Verger Capital, an OCIO whose anchor client is Wake Forest University.  Jim previously served as CIO of Wake Forest and before that, was CIO of investment consultant Wilshire Associates, where he worked with Julia.  Julia was at Wilshire for 24-years, capped by serving as President of Wilshire Consulting and as a member of Wilshire's Board of Directors and Wilshire Consulting's Investment Committee. In 2016, she co-founded Rosetta Analytics, an investment manager reinventing active management by creating advanced artificial intelligence strategies. Their conversation includes a discussion of the past, present and future of investment consulting, the application of neutral networks and reinforced learning to investing, and the challenges for allocators in adopting an AI approach. Before we dive in, Jim and I discuss why he chose to invest in Rosetta and how the strategy fits into Verger's portfolios. Learn More Subscribe: Apple | Spotify | Google   Follow Ted on Twitter at @tseides or LinkedIn Subscribe Monthly Mailing List  Read the Transcript 

Artificial Intelligence is on the rise. If it takes on such functions as executing trades and picking securities, what are the benefits and the costs? Will there be a human toll? What are the benefits and innovations we expect from AI in the near future? In this episode I discuss these and other topics with Maggie Ralbovsky, Managing Director, Wilshire Associates, Dr. Ashby Monk, Executive Director, Stanford Global Projects Center, and Alex Stimpson Chief Investment Officer at Corient Capital Partners. This episode was originally recorded on March 30, 2021 at the ALTs LA conference, a special thanks to the organization for letting me share it here! --- Send in a voice message: https://podcasters.spotify.com/pod/show/sean-bill/message

Mark Makepeace, the new CEO of Wilshire, talks about what it takes to step into the leadership of a company with an established culture and legacy. It's one thing to lead a start-up like FTSE Russell, which he founded in the 1990s, and another to lead an established company like Wilshire. "It's about listening to the talent." Summary: Behind our industry's current focus on technology-enabled investing is the story of the rise of stock market indexes from their original role as economic indicators to their place at the heart sophisticated passive investment vehicles that now account for 40% of the market. Having shown that technology is better at stock picking than humans, index providers are well on their way to becoming virtual investment managers. Larry Black, the managing partner at BlackMoss, continues our Leaders Lounge conversation with Mark Makepeace, who led the index provider FTSE Russell from its founding in the 1990s until 2019. He has now re-emerged as chief executive of Wilshire, the Los Angeles-based consulting firm and asset manager, and home of the Wilshire 5000 index. They talk about the future of investment management and Mark's approach to his new role. Topics we discussed: · Why Wilshire? Where does Wilshire sit strategically within financial services?· How do leaders go about getting teams on board for change?· What role will technology play in the evolution of financial services?· Are index providers emerging as virtual investment managers? · Does the investment industry face a threat from the big technology companies like Google, Amazon and Microsoft? Wilshire, Wilshire Associates, FTSE, FTSE Russell, LSEG, London Stock Exchange, LSE, index, indexes, indices, ESG, Smart Beta, FTSE4Good, passive investing, MSCI, Wilshire 5000, Refinitiv, London, Big Bang, Dow Jones, FT, Financial Times, FTSE100, Brexit, Roger Moore

Mark Makepeace, the founder of index provider FTSE Russell and now the CEO of Wilshire, talks about what it takes to lead—from a start-up of nine people to a global information services provider with $16 trillion in assets benchmarked to its indexes. "It's about bringing people along on a journey."SummaryBehind our industry's current focus on technology-enabled investing is the story of the rise of stock market indexes from their original role as economic indicators to their place at the heart sophisticated passive investment vehicles that now account for 40% of the market. Having shown that technology is better at stock picking than humans, index providers are well on their way to becoming virtual investment managers. For this episode of the Leaders Lounge, host Craig Welch hands over the microphone to Larry Black, the managing partner at BlackMoss, for a two-part conversation with Mark Makepeace, the founder of global index provider FTSE Russell. Larry worked for Mark as FTSE's CMO for the better part of a decade, as it came of age in North America and grew to become, by some measures, the world's largest index provider. We discussed: - How central indexes and passive investing have become to investing and the global economy- How FTSE grew beyond the UK into a global index provider, securing key prizes in the US and China and rivalling incumbents like MSCI, S&P Dow Jones and Bloomberg- How his leadership style has been shaped by his personal journey —from Big Bang-era London, to running a global company, to reviving Wilshire- Revelations from Mark's new book "FTSE: The inside story of the deals, dramas and politics that revolutionized financial market—including the role played by Roger Moore of James Bond fame in the creation of FTSE4Good and ESG investing- The future of London as a global financial center post BrexitTopics covered: Wilshire, Wilshire Associates, FTSE, FTSE Russell, LSEG, London Stock Exchange, LSE, index, indexes, indices, ESG, Smart Beta, FTSE4Good, passive investing, MSCI, Wilshire 5000, Refinitiv, London, Big Bang, Dow Jones, FT, Financial Times, FTSE100, Brexit, Roger Moore

Karyn Williams is the founder of Hightree Advisors, a new independent consultant that is helping organizations improve the effectiveness of their invested assets through practical quantitative metrics of risk. Karyn is an engineer by training, who previously was a partner at Wilshire Associates, CIO of Farmers Insurance Group, and head of client solutions at hedge fund Two Sigma Our conversation covers the early days of financial engineering, taking lessons to portfolio analytics at Wilshire Associates, and discovering a disconnect in theory and practice with mean-variance optimization and the application of early factor models. We then turn to Karyn’s applying risk frameworks and factors at Farmers Insurance, joining Two Sigma, and creating Hightree to help institutions measure risk practically. Learn More Read the Transcript Subscribe to the Capital Allocators Blog or Monthly Mailing List Don't Subscribe, but Let Us Know Who You Are Write a review on iTunes Follow Ted on twitter at @tseides Review past episodes of the Podcast

In this episode, we chat with Jeremy Heffernan, VP and Head of Model Portfolio Distribution at Wilshire Associates, about model portfolios. We cover why they are an important tool for advisors to save time, why Wilshire was excited to partner with us on our Logicly Model Marketplace, and what the future looks like for the model portfolio marketplace.

Steve has provided investment consulting service to wealthy investors and large pension funds since 1986. In 1992, he founded Piscataqua Research to provide asset allocation services and comparative data to pension funds and continues to provide investment supervisory and consulting services to clients with sizable assets. He is a Chartered Financial Analyst. He graduated from the University of Chicago GSB in 1979 with an MBA in Finance. Prior to 1986, Steve was a pension and health actuary. Founder of Piscataqua Research, Inc. which provides investment consulting services to wealthy investors and pension funds since 1986. His firm provides investment supervisory, investment management and investment consulting services to clients with sizable assets. Steve has been a consulting actuary for William Mercer in Boston MA, and Wilshire Associates of Santa Monica, California. He has also served as a senior consultant to large national and public pension funds. In this show we discuss Steve's insight on debt based finance, and its consequences, which he calls Debtonomics. Located in Portsmouth, NH, you may find out more about Piscataqua Research by visiting www.piscataquaresearch.com. Stephen Church Piscataqua Research, Inc. 1 New Hampshire Avenue Portsmouth, NH 03801 (603) 431-7872

Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates.  Our conversation tracks Roz’s career, including lessons from teaching children, the most important rule of management, successful investment consulting, taking time off, and joining Helmsley. We then turn to her current role and cover opportunistic-based allocation, theme identification, benefits of concentrating in managers, oversight of a team and due diligence, stories from the front lines, exciting investment opportunities, co-investments, and governance. Discuss the show and Read the transcript   Join Ted's mailing list at CapitalAllocatorsPodcast.com   Write a review on iTunes   Follow Ted on twitter at @tseides   For more episodes go to CapitalAllocatorsPodcast.com/Podcast

Jim Dunn is the CEO and CIO of Verger Capital Management, an Outsourced CIO business whose anchor client is Wake Forest University. Prior to forming Verger, he served as CIO of Wake Forest for five years. That transition from a sole client to an OCIO business, is a fascinating part of our conversation. Before joining Wake, Jim traveled the world as CIO of Wilshire Associates, where among other things he experienced the best story of a manager getting their foot in the door that I’ve ever heard.  He got his start in the business trading death spiral convertible bonds at a now defunct hedge fund and got introduced to manager selection at Investorforce. Our conversation starts with Jim’s career path, and covers a full range issues in allocating capital. We discuss defining risk tolerance, a factor-based approach to asset allocation, separating talent from luck in manager selection, the politics of endowment management, challenges using internal management, and culture.  If you listen carefully, you’ll hear a few one-liners. Jim is chock full of gems and life lessons. For more episodes, go to capitalallocatorspodcast.com/podcast Follow Ted on twitter at @tseides

Cary Krosinsky teaches the Theory and Practice of Sustainable Investing at Brown University supporting the Sustainable Investment Fund within the Brown Endowment, and Lecturer, Yale College on Climate, Energy and Investing as well as Business and Sustainability. MBA Lecturer at Concordia, Maryland and the Yale School of Management. Books include the recent Sustainable Investing: Revolutions in Theory and Practice (Routledge, 2017 with Sophie Purdom), a look at the future of investment, where financial success will require a sustainability focus and desired societal outcomes will require financial acumen, following two previous volumes on this subject (with Nick Robins and other leading contributors). Principal at NPV Associates, consulting to companies on 1) the Value Driver Model, which we created in 2013 for the PRI and Global Compact, 2) the nexus of sustainability and investor relations, a discipline we created in 2005 primarily for European public companies and 3) educational services. Senior Advisor to BlueSky Investment Management, Co-founder and Director of the Carbon Tracker Initiative, and Editor of the Journal of Environmental Investing, now in its 8th year. Their next issue and a related symposium on The State of ESG Data and Metrics are being guest edited and hosted at Yale on September 22, 2017. Co-created Systems Finance at Yale in 2016, led a Working Group in 2015 for the Principles for Responsible Investment developing its Climate Change Asset Owner Strategy framework released during COP 21, and advised to the UNEP Inquiry into the Design of a Sustainable Financial System resulting in papers including The Value of Everything. Co-author of a New Vision of Value for KPMG and ClimateLens for Wilshire Associates, as well as Senior Advisor to the University of Cambridge’s Investment Leaders Group following earlier careers in environmental and institutional investment data, analytics and technology.

Video of Dennis Tito's presentation at Pepperdine University. Dennis Tito, discusses his experiences as CEO at Wilshire Associates, the field of quantitative analytics, and higlights some of the lessons learned throughout his successful career.

Video of Dennis Tito's presentation at Pepperdine University. Dennis Tito, discusses his experiences as CEO at Wilshire Associates, the field of quantitative analytics, and higlights some of the lessons learned throughout his successful career.

Dean Linda Livingstone interviews Dennis Tito, CEO of Wilshire Associates Incorporated and the first individual to pay to travel to space. Mr. Tito discusses his experiences with Wilshire Associates, the field of quantitative analytics, and space travel.

Dean Linda Livingstone interviews Dennis Tito, CEO of Wilshire Associates Incorporated and the first individual to pay to travel to space. Mr. Tito discusses his experiences with Wilshire Associates, the field of quantitative analytics, and space travel.