Isaac Beckel, CFA, CAIA
Managing Investment Officer at Missouri State Employees' Retirement System- Claim this Profile
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Bio
Grace Menk, CFA
I have worked extensively with Isaac Beckel as a member of the Financial Markets Program and as a fellow participant on the University of Minnesota Duluth CFA Research Challenge Team. Isaac is a highly passionate individual. His curiosity drives his ability to gain an understanding on a topic in a short period of time. As a father of three girls, Isaac has a fantastic ability to manage his time between his family and his studies. This is evidenced in the fact that he balances a full course load, consistently spent over 12 hours a week working on the CFA project, interns as an equity research analyst at Wells Fargo, and is continually going above and beyond within the Financial Markets Program. Isaac is a natural leader through his work ethic, passion, and friendliness. Isaac never hesitates to help others and takes pleasure in doing so. I am always thrilled to work collaboratively with Isaac. He will be an asset to any company through his determination, friendly attitude, and passion for the markets.
Justin Grossinger CFP® ChFC® CLU®
Isaac is one of the most driven, hard-working, and inspiring individuals I have ever known. He strives to always take life one step further and after working for several corporations, he took that next step. Creating his own business and returning to school at the University of Minnesota-Duluth to further his own education, he has proven his top-tier ability to consistently perform. His personality, his heart, and his drive to always do better will carry him and his family to the greatest of lengths.
Grace Menk, CFA
I have worked extensively with Isaac Beckel as a member of the Financial Markets Program and as a fellow participant on the University of Minnesota Duluth CFA Research Challenge Team. Isaac is a highly passionate individual. His curiosity drives his ability to gain an understanding on a topic in a short period of time. As a father of three girls, Isaac has a fantastic ability to manage his time between his family and his studies. This is evidenced in the fact that he balances a full course load, consistently spent over 12 hours a week working on the CFA project, interns as an equity research analyst at Wells Fargo, and is continually going above and beyond within the Financial Markets Program. Isaac is a natural leader through his work ethic, passion, and friendliness. Isaac never hesitates to help others and takes pleasure in doing so. I am always thrilled to work collaboratively with Isaac. He will be an asset to any company through his determination, friendly attitude, and passion for the markets.
Justin Grossinger CFP® ChFC® CLU®
Isaac is one of the most driven, hard-working, and inspiring individuals I have ever known. He strives to always take life one step further and after working for several corporations, he took that next step. Creating his own business and returning to school at the University of Minnesota-Duluth to further his own education, he has proven his top-tier ability to consistently perform. His personality, his heart, and his drive to always do better will carry him and his family to the greatest of lengths.
Grace Menk, CFA
I have worked extensively with Isaac Beckel as a member of the Financial Markets Program and as a fellow participant on the University of Minnesota Duluth CFA Research Challenge Team. Isaac is a highly passionate individual. His curiosity drives his ability to gain an understanding on a topic in a short period of time. As a father of three girls, Isaac has a fantastic ability to manage his time between his family and his studies. This is evidenced in the fact that he balances a full course load, consistently spent over 12 hours a week working on the CFA project, interns as an equity research analyst at Wells Fargo, and is continually going above and beyond within the Financial Markets Program. Isaac is a natural leader through his work ethic, passion, and friendliness. Isaac never hesitates to help others and takes pleasure in doing so. I am always thrilled to work collaboratively with Isaac. He will be an asset to any company through his determination, friendly attitude, and passion for the markets.
Justin Grossinger CFP® ChFC® CLU®
Isaac is one of the most driven, hard-working, and inspiring individuals I have ever known. He strives to always take life one step further and after working for several corporations, he took that next step. Creating his own business and returning to school at the University of Minnesota-Duluth to further his own education, he has proven his top-tier ability to consistently perform. His personality, his heart, and his drive to always do better will carry him and his family to the greatest of lengths.
Grace Menk, CFA
I have worked extensively with Isaac Beckel as a member of the Financial Markets Program and as a fellow participant on the University of Minnesota Duluth CFA Research Challenge Team. Isaac is a highly passionate individual. His curiosity drives his ability to gain an understanding on a topic in a short period of time. As a father of three girls, Isaac has a fantastic ability to manage his time between his family and his studies. This is evidenced in the fact that he balances a full course load, consistently spent over 12 hours a week working on the CFA project, interns as an equity research analyst at Wells Fargo, and is continually going above and beyond within the Financial Markets Program. Isaac is a natural leader through his work ethic, passion, and friendliness. Isaac never hesitates to help others and takes pleasure in doing so. I am always thrilled to work collaboratively with Isaac. He will be an asset to any company through his determination, friendly attitude, and passion for the markets.
Justin Grossinger CFP® ChFC® CLU®
Isaac is one of the most driven, hard-working, and inspiring individuals I have ever known. He strives to always take life one step further and after working for several corporations, he took that next step. Creating his own business and returning to school at the University of Minnesota-Duluth to further his own education, he has proven his top-tier ability to consistently perform. His personality, his heart, and his drive to always do better will carry him and his family to the greatest of lengths.
Credentials
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CFA
CFA InstituteSep, 2018- Nov, 2024 -
CAIA Charterholder
CAIA AssociationApr, 2019- Nov, 2024
Experience
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Missouri State Employees' Retirement System
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United States
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Government Administration
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1 - 100 Employee
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Managing Investment Officer
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Oct 2022 - Present
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Inspire Investing
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United States
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Financial Services
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1 - 100 Employee
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Portfolio Manager
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Sep 2021 - Apr 2022
Streamlined management of portfolios, including optimizing models, trading, and reporting processes. Cut short due to company downsize/layoff. Streamlined management of portfolios, including optimizing models, trading, and reporting processes. Cut short due to company downsize/layoff.
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NM PERA
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Santa Fe, New Mexico, United States
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Director - Credit
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Nov 2019 - Aug 2021
Managed $2.5B credit portfolio across liquid, EMD, private credit, and alternative credit, with exposures across lending, distressed, special situations, real assets, bank loans, and structured credit. Coordinated management of two separate synthetic overlays. Optimized individual manager structures and total portfolio around alpha and beta separation; aligned fee structures towards 'active' level fees for alpha only. Creatively achieving this through alpha-share fee agreements or zero-fee co-invest structures. Underwriting to deploy $400M into private credit investment vehicles over the year. Worked with external consultants on various projects, including asset allocation, cash flow pacing and risk modeling. Assisted in the development of the Excess Value method. This new measure allows greater insight into relative performance. Built an excel model incorporating this method to streamline evaluation of fund cash flows. Built and managed the beta portion of PERA's $800M Portable Alpha program. Underwrote investment managers in risk parity, liquid global equity, private equity, and private credit space, including negotiating terms, fees and ongoing monitoring. Show less
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Indiana University Health
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United States
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Hospitals and Health Care
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700 & Above Employee
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Senior Investment Analyst
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Jul 2018 - Sep 2019
Performed manager due diligence across hedge funds, private real estate, and private asset managers. Underwrote two new investment managers in 2019, each consisting of a top-down market opportunity assessment followed by a detailed bottom-up review of prospective managers. Completed research on scenario analysis for running a portfolio with explicit leverage. Constructed plan for managing liquidity and rebalancing ability under various stress scenarios. Built on internal spreadsheets to improve the efficiency of managing a $6B diversified portfolio, including various alternative assets, private commitments, liquidity waterfall and holdbacks. Ongoing work constructing and managing a ~$1B Alpha portfolio across discretionary and systematic investment styles, including global macro and relative value strategies. Became subject matter expert within the team covering Insurance-Linked Securities (ILS). Presented overall market opportunity, followed by manager diligence and a $90M commitment. Show less
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Parametric
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United States
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Financial Services
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500 - 600 Employee
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Associate Portfolio Manager
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Jan 2015 - Jul 2018
Traded custom portfolio completion strategies utilizing both bi-lateral & cleared products for institutional client base. Cash securitization, client-directed trading, and various hedging strategies utilizing various instruments including futures, swaps, options, forwards, and others. Traded/managed other client programs such as liquidity sleeves (physical treasuries), commodities, and defensive equity strategies. Participated in the internal Best Execution Committee. Managed a $5B client portfolio of primarily OTC derivatives on Excel utilizing various VBA scripts to streamline processes. Show less
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LSBE Bulldog Fund LLC
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Duluth Minnesota
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Student Analyst & Portfolio Manager - Energy Sector Team
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May 2013 - May 2014
Complete weekly reports on current positions; as well as related economics in the energy sector. Complete quarterly earnings reports on each holding, summarizing our current outlook and catalyst going forward. Analyze equities based on fundamental, technical and quantitative perspectives for possible investment, as well as outlook on current holdings. Communicate with team and oversight committee recommendations and concerns, through day to day operations and formal presentations. Click on the photos below for more info: Show less
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Research Analyst - Intern
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Nov 2013 - Feb 2014
Equity analysis for Global Dividend Growth Strategy. Written reports communicating to team my recommendation and opinions on potential opportunities, as well as re-evaluating current holdings. Excel work for investment strategist. Built a model which assists in balancing a portfolio to the predetermined asset allocation strategy. Equity analysis for Global Dividend Growth Strategy. Written reports communicating to team my recommendation and opinions on potential opportunities, as well as re-evaluating current holdings. Excel work for investment strategist. Built a model which assists in balancing a portfolio to the predetermined asset allocation strategy.
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CFA Institute
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United States
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Financial Services
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700 & Above Employee
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2014 Student Research Challenge
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Oct 2013 - Feb 2014
2nd place in Midwest regional competition. 2nd place in Midwest regional competition.
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Caterpillar Inc.
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United States
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Machinery Manufacturing
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700 & Above Employee
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Field Service Technician
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Nov 2006 - Jan 2012
Field service technician specializing in troubleshooting and diagnostics on complex hydraulic, hydrostatic and electrical systems on Cat’s forestry equipment (harvesters and forwarders). Also worked with most other heavy Cat equipment with specialized training on dozers, skid steers, excavators, motor graders, loaders, backhoes and others. I was also one of the main fabrication and welding experts at our shop. Field service technician specializing in troubleshooting and diagnostics on complex hydraulic, hydrostatic and electrical systems on Cat’s forestry equipment (harvesters and forwarders). Also worked with most other heavy Cat equipment with specialized training on dozers, skid steers, excavators, motor graders, loaders, backhoes and others. I was also one of the main fabrication and welding experts at our shop.
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John Deere
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United States
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Machinery Manufacturing
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700 & Above Employee
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Field Service Technician
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May 2003 - Nov 2006
At age 21, I was Nortrax's youngest employee promoted to the field service tech position. Completed comprehensive troubleshooting and repair work on Construction & Forestry equipment covering Duluth MN and surrounding area. At age 21, I was Nortrax's youngest employee promoted to the field service tech position. Completed comprehensive troubleshooting and repair work on Construction & Forestry equipment covering Duluth MN and surrounding area.
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Education
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2010 - 2014
University of Minnesota-Duluth
B.B.A., Finance -
2002 - 2004
Central Lakes College-Brainerd
Associate of Arts and Sciences (A.A.S.), Diesel Mechanics Technology/Technician
Community
