Carrie Green, M.A., CFA (she/her)

Director of Equities at Tennessee Department of Treasury
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Contact Information
us****@****om
(386) 825-5501
Location
Nashville, Tennessee, United States, US

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Credentials

  • CFA Institute CE 5 Year Milestone 2022
    CFA Institute
    Dec, 2022
    - Nov, 2024
  • 200 Hour Yoga Teacher
    NuPower Yoga+Barre, Yoga Alliance
    Feb, 2022
    - Nov, 2024
  • ILPA Institute Level II Module 2: Establishing the LP Portfolio Framework and Management
    Institutional Limited Partners Association (ILPA)
    Jan, 2016
    - Nov, 2024
  • ILPA Institute Level II Module 3: Executing LP Roles and Responsibilities
    Institutional Limited Partners Association (ILPA)
    Jan, 2016
    - Nov, 2024
  • ILPA Institute Level 1
    Institutional Limited Partners Association (ILPA)
    Jun, 2015
    - Nov, 2024
  • CFA Institute CE Program 5 Year Milestone
    CFA Institute
    Dec, 2014
    - Nov, 2024
  • Chartered Financial Analyst (CFA)
    CFA Institute
    Sep, 2007
    - Nov, 2024

Experience

  • Tennessee Department of Treasury
    • United States
    • Government Administration
    • 1 - 100 Employee
    • Director of Equities
      • Nov 2018 - Present

      Lead a team of 11investing $26 billion in both internally and externally managed public equity assets for the Tennessee Consolidated Retirement System.

    • Senior Portfolio Manager - Private Equity, International Equities, Summer Internship Co-Lead
      • May 2014 - Present

      • Assist Director of Private Equity in managing an institutional private equity portfolio • Perform primary due diligence on private equity and venture capital managers.• Participate in a robust outbound effort to source, select, and maintain manager relationships.• With external counsel, conduct legal negotiations, such as Limited Partner Agreements and side letters.• Assist in executing all major compliance and reporting functions for the program.*Assist with management of external international equity managers. Attend performance review and strategy meetings with managers, prepare questions based on monthly review documents. Prepare and conduct process for selecting new managers. *Shepherd the hiring process for two full-time summer interns pulled from Tennessee universities with MBA programs. Help to craft their TCRS experience, including exposure to all areas of portfolio management within the TCRS process. Show less

    • Portfolio Manager - Mid-Cap Equities, Co-Lead of Investments Summer Internship Program
      • Jun 2013 - May 2014

      • Manage five economic sectors in a $1.5 billion mid-cap portfolio benchmarked to the S&P 400. Research and prepare reports on sector fundamentals and comprehensive portfolio management tactics. During brief history, performance has exceeded that of the benchmark.• Manage $700 million index fund benchmarked to the S&P 600. Closely tracks the benchmark by trading around numerous corporate actions and benchmark changes.Other duties: o Member of an economic outlook team that researches, organizes, and publishes a quarterly document that presents forward-quarter economic projections and is distributed to managers, outside advisors, and board members.o Assist with management of external international equity managers. Attend performance review and strategy meetings with managers, prepare questions based on monthly review documents.*Shepherd the hiring process for two full-time summer interns pulled from Tennessee Universities with MBA programs. Help to craft their TCRS experience, including exposure to all areas of portfolio management within the TCRS process. Show less

    • Portfolio Manager - Large Cap Equities
      • Jan 2004 - Jun 2013

      Manage a domestic equity portfolio with a record of positive relative performance in two economic sectors by performing fundamental research on all companies considered for acquisition or disposition, including: sales and earnings projections; analysis of strengths, weaknesses, opportunities and threats; analysis of financial risks. Worked with 6 other managers to position $4 billion portfolio for outperformance versus the S&P500, including preparing quarterly internal document that summarizes my portfolio's positions and drivers Show less

    • Intern
      • Jun 2003 - Dec 2003

      Intern position assisting with portfolio analysis and quantitative stock selection model building

Education

  • Middle Tennessee State University
    M.A., Economics
    2008 - 2011
  • Lambuth University
    Bachelor of Business Administration, Economics
    1999 - 2003

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