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Institutional Investor to Honor Esteemed Leaders in the Allocator Community at AlphaEdge Recognition Dinner

Institutional Investor • 9 May 2024
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Institutional Investor is proud to announce the distinguished leaders within the allocator community who will be recognized for their outstanding contributions to portfolio construction. These leaders, esteemed by their peers, have demonstrated exceptional leadership in pivotal aspects of portfolio development.

As part of Institutional Investor Week at the Newport Marriott in Newport, RI, the second annual AlphaEdge Recognition Dinner will take place on the evening of June 26th, serving as a platform to celebrate these remarkable individuals. To reserve your spot for the event please use the link here:

We are delighted to have Roz Hewsenian, former Chief Investment Officer of Helmsley Trust, presenting the Alpha Edge Recognition for the Most Influential Women in Investment Management category and Visionary of the Year. The honorees represent a diverse spectrum of expertise and innovation within the industry. Their visionary approaches and strategic acumen have significantly influenced the landscape of portfolio construction, setting new standards of excellence.

We extend our heartfelt congratulations to the following recipients, whose dedication and commitment have left an indelible mark on the allocator community:

Alpha Generation – Private Credit Investing

Andrea Kenyon, Managing Director, AIMCo

Alpha Generation – Real Assets Investing

Michael W. Frerichs, Illinois State Treasurer

Joe Aguilar, Chief Investment Officer, Illinois State Treasurer

Alpha Generation – Private Equity Investing

Ngoc Can, Senior Director, Co-investments, Texas Municipal Retirement System

Outstanding LP-GP Partnerships

Yokasta Segura-Baez, ArcLight Partners

Institutional Consultant of the Year

David Sheng, Managing Director, Aksia

Multi-Asset Investment Approach

Waymond Harris, Senior Vice President, Treasurer, Blue Cross Blue Shield of Michigan

Next Generation Recognitions

Ning Wang, Principal Investment Manager, American Chemical Society

Jarad Vary, Investment Portfolio Manager, Carilion Clinic

Preet Chawla, Senior Director, Carnegie Corporation of New York

Erik Ogren, Managing Director of Investments, Carnegie Mellon University

Bill Li, Director, Senior Investment Officer, Mass PRIM

Anupam Kathpalia, Associate Director, Memorial Sloan Kettering Cancer Center

Benjamin Holthus, Senior Investment Analyst, Montgomery County Employees Retirement Fund

Investment Team of the Year

New York State Common Retirement Fund

Visionary of the Year

Cheryl Alston, Executive Director & Chief Investment Officer, Dallas Employees’ Retirement Fund

Most Influential Women in Investment Management

May Vang, Vice President of Treasury & Chief Investment Officer, Blue Cross Blue Shield of Minnesota

Valerie Sill, President & Chief Executive Officer, DuPont

Cathy Ulozas, Senior Vice President/Chief Investment Officer, Drexel University

Kavita Nayar, Head of Private Investments, DUMAC, Inc.

Kate Murtagh, Managing Director of Sustainable Investing and Chief Compliance Officer, Harvard Management Company

E. Shepard Farrar, Chief, Investment Management, Inter-American Development Bank

Kristin Agatone, Chief Investment Officer, Lehigh University

Sarah Samuels, Head of Research, NEPC

Harisha Koneru Haigh, Managing Director, Northwestern University

Anastasia Titarchuk, Chief Investment Officer, New York State Common Retirement Fund

Ghiané Jones, Deputy Chief Investment Officer, Teachers' Retirement System of the State of Illinois

Ashley Baum, Managing Director, Teachers Retirement System of Texas

Meredith Jenkins, Chief Investment Officer, Trinity Church Wall Street

Nimisha Srivastava, Head of Investments, Willis Towers Watson


Join us in honoring these exemplary leaders as we celebrate their achievements and contributions to advancing the field of portfolio construction. For additional inquiries and further information, please contact Giana Mortellite at

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