Ana Marshall, CFA

Ana Marshall, CFA, brings 35 years of investment experience to her role as Chief Investment Officer for the William and Flora Hewlett Foundation. She is responsible for asset allocation, investment strategy, portfolio construction, and risk management of the $14 billion endowment portfolio. Prior to becoming CIO in 2011 Ana led the selection and oversight of external managers in global equities, distress/credit, fixed income, and hedged strategies since joining the foundation in 2004.

From 1993 to 2003, she served as a Senior Portfolio Manager of global and emerging market equity portfolios at RCM Capital Management. Prior to RCM, Ana worked as an analyst/portfolio manager of emerging market debt and equity portfolios at Bank of America. Ana began her career in 1986 as a research analyst of high yielding assets, including corporate debt, distressed debt, and emerging market sovereign bonds.

Ana graduated Magna Cum Laude from University of San Diego in Economics, and earned her Chartered Financial Analyst designation in 1989. She was born and raised in Mexico and is fluent in Spanish and French. She serves as a Board Trustee of the Children’s Investment Fund Foundation (CIFF), an advisor to PIMCO, as well as serves on the Investment Committee of the Skoll Foundation and the U.S. Soccer Federation. Ana is also a member of the Council on Foreign Relations.

 

Keynote: Mala Gaonkar | Moderated By: Ana Marshall

Thursday, February 10, 5:30-6:30pm, Jordan Auditorium, Mendoza College of Business