Managing Director of Private Equity

• Aug 2015 - Present

Oversee NYSTRS’ Private Equity & Private Debt Programs which total $27.3 billion in active commitments & $16.2 billion in Net Asset Value across 263 funds and 93 General Partner Relationships. Voting member of the NYSTRS’ Internal Investment Committee responsible for reviewing and approving annual asset allocation, overall investment strategy, enterprise-wide cash management and investment recommendations across all asset classes. Prepare and present quarterly updates to the Retirement… Show more Oversee NYSTRS’ Private Equity & Private Debt Programs which total $27.3 billion in active commitments & $16.2 billion in Net Asset Value across 263 funds and 93 General Partner Relationships. Voting member of the NYSTRS’ Internal Investment Committee responsible for reviewing and approving annual asset allocation, overall investment strategy, enterprise-wide cash management and investment recommendations across all asset classes. Prepare and present quarterly updates to the Retirement Board outlining private equity & private debt portfolio updates and performance information. Supervise a staff of 7 investment professionals and 1 support staff and oversee the department’s annual operating budget. Responsible for managing relationships and contracts with external consultants and vendors. Oversee the review and completion of legal amendments, consents, and tax filings. Ensure sourcing, due diligence and monitoring of private equity and private debt investment opportunities are completed within the context of NYSTRS’ strategic goals. • Involved in all aspects of transactions, including origination, due diligence, legal negotiations, and presentations for approval to the Internal Investment Committee and Retirement Board. • Participated in and or led the review of thousands of opportunities since 2005 during which time approximately $26.7 billion was committed to 284 funds across various strategies and geographies. • Maintain a network of contacts in the investment community to facilitate due diligence efforts and reference checks. • Review quarterly and annual fund financial reports, following up with managers as appropriate. • Attend annual meetings and participate on approximately 30 advisory boards.

Private Equity Manager

• Jun 2010 - Jul 2015

Private Equity Assistant Manager

• Mar 2008 - May 2010

Investment Officer

• Aug 2004 - Feb 2008

Senior Accountant

• Feb 2003 - Jul 2004

• Prepared monthly and quarterly reports for the various asset classes with the Investments Department, supervising two employees. • Led a review of all real estate and private equity funds for compliance with limited partnership agreements.

Tax Auditor

• Jul 2000 - Jan 2003

Conducted field audits of the financial records of taxpayers to ensure that corporations and sole proprietors complied with the laws, regulations, and rules of New York State Tax Law. Discussed findings with taxpayers and/or power of attorney, assessed and collected additional tax and penalties due and made recommendations of corrective action. Conducted field audits of the financial records of taxpayers to ensure that corporations and sole proprietors complied with the laws, regulations, and rules of New York State Tax Law. Discussed findings with taxpayers and/or power of attorney, assessed and collected additional tax and penalties due and made recommendations of corrective action.

Accountant

• Aug 1999 - Jun 2000

Recorded, analyzed, and prepared the insurance company’s financial reports and other records. Recorded, analyzed, and prepared the insurance company’s financial reports and other records.

Internal Auditor

• Feb 1998 - Jul 1999

Conducted operational and compliance audits of various departments within the bank including branch retail operations providing management with recommendations on improving processes/operations. Conducted operational and compliance audits of various departments within the bank including branch retail operations providing management with recommendations on improving processes/operations.

Internal Auditor

• Aug 1997 - Jan 1998

• Conducted operational and compliance audits of various departments within the bank including branch retail operations providing management with recommendations on improving processes/operations. • Conducted operational and compliance audits of various departments within the bank including branch retail operations providing management with recommendations on improving processes/operations.