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SWFI – Movers and Shakers – September 11, 2017



Washington University Investment Management Company Names New CIO – Scott L. Wilson

Washington University Investment Management Company (WUIMC) appointed Scott L. Wilson as chief investment officer (CIO), effective December 1, 2017. Wilson is currently CIO at Grinnell College. He is succeeding Kimberly G. Walker who stepped down as CIO of WUIMC in 2016. In his current role, Wilson manages the investment strategy for Grinnell’s nearly US$ 2 billion endowment. Wilson’s previous experience also includes positions at Credit Suisse First Boston Equity Research in Chicago; Merrill Lynch Technology Equity Research Group in San Francisco; Bank of America Securities in London and Tokyo; and Barclays Capital Japan, where he served as head of the Asia Interest Rate Option Trading Desk.

J.P. Morgan Asset Management Hires Karen Ward Former HSBC Chief European Economist

J.P. Morgan Asset Management named Karen Ward as chief marketing strategist for Europe and the United Kingdom. She will start in the role at the end of November 2017. Ward replaces Stephanie Flanders who exited in June 2017 for a role at Bloomberg Economics. Karen Ward was previously Chief European Economist at HSBC Global Banking and Markets.

Thomas Poullaouec to Head Multi-Asset Solutions in APAC for T. Rowe Price

Thomas Poullaouec was named as Head of Multi-Asset Solutions in Asia-Pacific for T. Rowe Price. He is based in Hong Kong and report to Peter Austin, the firm’s global head of multi-asset solutions. Poullaouec will remain on the firm’s multi-asset investment team. Poullaouec had roles at State Street Global Advisors (SSgA) and BNP Paribas.

Angeles Investment Advisors Hires Derrick Cruz

Angeles Investment Advisors named Derrick Cruz as Director of Private Markets. He will report to Shana Mulkerin, Partner at Angeles Investment Advisors. Before this role, Cruz was Vice President at Victory Park Capital Advisors.

Trivedi Family Office Hires BlackRock Employee as Director of Investments

Trivedi Family Office, the family office of Ashok Trivedi (founder of Igate), hired Joseph Lloyd as director of investments. Previously, Lloyd was at BlackRock.

Frank Maret Named Head of Marketing at Unigestion

Frank Maret was named Head of Marketing at Unigestion SA. Previously, Maret was Head of Distribution at Canada Life Investments. Maret replaces Jean Francois Hirschel in the role at Unigestion.

Robeco Hires Maureen Beshar

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NZ Super Names Three New Board Members



New appointments have been made to the Board of the Guardians of New Zealand Superannuation Fund (NZ Super). The appointments were made on July 19, 2018. The three new board members are Catherine Drayton, Simon Botherway and Henk Berkman.

According to the NZ Super press release, “Simon Botherway’s appointment runs from 1 August 2018 to 30 September 2021. He is a professional director with a history in investment, investment regulation and supervision. Other board roles have included his current position as Chair of Serko, a director on Callaghan Innovation and previously being the Chair of the FMA Establishment Board and a member of the Securities Commission.

Henk Berkman will serve from 1 October 2018 to 30 September 2022. He has been Professor of Finance, Department of Accounting and Finance at the University of Auckland since 2008. Mr Berkman has held previous professorial positions at Massey University, University of Sydney and the University of Maastricht.

Catherine Drayton will serve from 1 November 2018 until 30 September 2022. She is a Christchurch-based director who previously led the Assurance and Advisory Practice for PwC in Central Eastern Europe. Her public sector governance experience includes her current role as Chair of Christchurch International Airport and as a member of the University of Canterbury Council. Her experience as a Director of Ngai Tahu Holdings has provided her with iwi governance experience.”

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AIMCo Names Former Talisman Energy Executive to Board



The Alberta Investment Management Corporation (AIMCo) appointed Jacqueline (Jackie) Sheppard as a member of the board of directors for a term set to expire on June 30, 2021. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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Grant & Eisenhofer Reveals Fortis Investors to Receive $1.5 Billion in Mega Settlement



Law firm Grant & Eisenhofer won a landmark case for its clients after a seven-year legal duel in Dutch courts. On July 13, 2018, the Amsterdam Court of Appeals officially approved the largest securities settlement ever reached in Europe, paving a path for international insurance company Ageas N.V./S.A. to begin payment of US$ 1.5 billion (€1.3 billion) to multiple groups of institutional and individual investors from Europe and the United States. [ Content protected for Sovereign Wealth Fund Institute Standard subscribers only. Please subscribe to view content. ]

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