Global Endowment Management
Description
Address: 550 S Tryon St, Charlotte, NC 28202 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 333-8282: Place name: : : : : Website: : Category: Website: http://www.globalendowment.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Global Endowment Management LP Posting publicly on the Web Write a review Reviews Be the first to review
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Global Endowment Management Employees
Employee
Years
Job
Industry
Connor Krist Connor Krist's Global Endowment Management Experience May 2015 - Present
Job Summer Analyst at Global Endowment Management
Industry Investment Management
Experience
Global Endowment Management May 2015 - Present
Student Consulting for Non-Profit Organizations (Vanderbilt) September 2012 - Present
Bunker Hill Apparel January 2015 - Present
Vanderbilt University April 2014 - Present
Accelerator: Vanderbilt Summer Business Institute May 2013 - July 2013
Skills
Team Leadership, Teamwork, Marketing, Public Speaking, PowerPoint, Social Entrepreneurship, Microsoft Office, Windows, Teaching, Editing, Java, Data Analysis, Business Strategy, Project Management, Microsoft Excel, Leadership, Research
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (B.A.), Economics and History; Corporate Strategy and English Minors, GPA: 3.92/4.00
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor's Degree, Business/Managerial Economics (Summer Term)
Global Endowment Management May 2015 - Present
Student Consulting for Non-Profit Organizations (Vanderbilt) September 2012 - Present
Bunker Hill Apparel January 2015 - Present
Vanderbilt University April 2014 - Present
Accelerator: Vanderbilt Summer Business Institute May 2013 - July 2013
Skills
Team Leadership, Teamwork, Marketing, Public Speaking, PowerPoint, Social Entrepreneurship, Microsoft Office, Windows, Teaching, Editing, Java, Data Analysis, Business Strategy, Project Management, Microsoft Excel, Leadership, Research
Education
Vanderbilt University 2012 — 2016
Bachelor of Arts (B.A.), Economics and History; Corporate Strategy and English Minors, GPA: 3.92/4.00
The London School of Economics and Political Science (LSE) 2014 — 2014
Bachelor's Degree, Business/Managerial Economics (Summer Term)
Adam Sander Adam Sander's Global Endowment Management Experience July 2012 - Present
Job Senior Investment Analyst at Global Endowment Management
Industry Investment Management
Experience
Global Endowment Management July 2012 - Present
ConocoPhillips June 2011 - June 2012
ConocoPhillips, Alaska June 2006 - May 2011
McKinley Capital Management November 2007 - March 2008
ConocoPhillips, Alaska May 2005 - August 2005
ConocoPhillips May 2004 - August 2004
PricewaterhouseCoopers Limited January 2004 - April 2004
Education
Baylor University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Economics, magna cum laude
Global Endowment Management July 2012 - Present
ConocoPhillips June 2011 - June 2012
ConocoPhillips, Alaska June 2006 - May 2011
McKinley Capital Management November 2007 - March 2008
ConocoPhillips, Alaska May 2005 - August 2005
ConocoPhillips May 2004 - August 2004
PricewaterhouseCoopers Limited January 2004 - April 2004
Education
Baylor University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance & Economics, magna cum laude
Lu Yan, CFA, FRM Lu Yan, CFA, FRM's Global Endowment Management Experience July 2008 - March 2013
Job Quantitative Finance and Risk Management
Industry Investment Management
Experience
Emory University April 2013 - Present
Global Endowment Management July 2008 - March 2013
Wachovia Securities November 2005 - July 2008
Capital One Financial Services August 2003 - November 2005
Government of Singapore Investment Corporation May 2001 - August 2001
Singapore Armed Forces January 1998 - May 2000
Education
Stanford University 2002 — 2003
MSc, Management Science and Engineering
Cornell University 2000 — 2002
BSc, Operations Research and Industrial Engineering
Emory University April 2013 - Present
Global Endowment Management July 2008 - March 2013
Wachovia Securities November 2005 - July 2008
Capital One Financial Services August 2003 - November 2005
Government of Singapore Investment Corporation May 2001 - August 2001
Singapore Armed Forces January 1998 - May 2000
Education
Stanford University 2002 — 2003
MSc, Management Science and Engineering
Cornell University 2000 — 2002
BSc, Operations Research and Industrial Engineering
Elise Cader's Global Endowment Management Experience July 2013 - Present
Job Public Investment Team Coordinator at Global Endowment Management
Industry
Experience
Global Endowment Management July 2013 - Present
The MInt Museum September 2011 - Present
Davidson College August 2008 - Present
Ruddy Duck Tavern May 2011 - August 2011
Maddie King Davis Gallery May 2011 - August 2011
Carson Clark Design May 2010 - August 2010
Beaufort Grocery Co. May 2009 - August 2009
The Crab's Claw May 2008 - August 2008
Skills
Research, PowerPoint, Fundraising, Word, Spanish, Customer Service, Excel, Illustration, Social Media, Social Networking, Organizing, Editing, Curating, Art History, Microsoft Excel, Public Speaking, Microsoft Word
Education
Davidson College 2008 — 2012
Bachelor of Arts (BA), Art History, Criticism and Conservation
IES Abroad - Barcelona, Spain 2011 — 2011
Liberal Arts and Sciences, General Studies and Humanities
West Carteret High School 2004 — 2008
Global Endowment Management July 2013 - Present
The MInt Museum September 2011 - Present
Davidson College August 2008 - Present
Ruddy Duck Tavern May 2011 - August 2011
Maddie King Davis Gallery May 2011 - August 2011
Carson Clark Design May 2010 - August 2010
Beaufort Grocery Co. May 2009 - August 2009
The Crab's Claw May 2008 - August 2008
Skills
Research, PowerPoint, Fundraising, Word, Spanish, Customer Service, Excel, Illustration, Social Media, Social Networking, Organizing, Editing, Curating, Art History, Microsoft Excel, Public Speaking, Microsoft Word
Education
Davidson College 2008 — 2012
Bachelor of Arts (BA), Art History, Criticism and Conservation
IES Abroad - Barcelona, Spain 2011 — 2011
Liberal Arts and Sciences, General Studies and Humanities
West Carteret High School 2004 — 2008
Kristin Grundvig Steele's Global Endowment Management Experience April 2009 - April 2010
Job Head of Marketing and Business Development at IKONIC Fund Services
Industry Financial Services
Experience
IKONIC Fund Services April 2010 - Present
Global Endowment Management April 2009 - April 2010
HSBC Alternative Fund Services December 2004 - May 2008
RBC February 2003 - 2004
Citco Fund Services September 2000 - February 2003
TUDOR INVESTMENT CORPORATION December 1999 - September 2000
Skills
Business Development, Hedge Funds, Private Equity, Fund Of Funds, Investor Relations, Marketing Strategy, Sales Presentations, Client Presentation, Relationship Management, Financial Services, Investment Strategies, Fund Administration, Investment Management, Management, Client Services, Securities
Education
Pace University 2002 — 2005
MBA, Finance, Strategic Management
Fordham University 1996 — 1999
BA, Political Science, Philosophy
IKONIC Fund Services April 2010 - Present
Global Endowment Management April 2009 - April 2010
HSBC Alternative Fund Services December 2004 - May 2008
RBC February 2003 - 2004
Citco Fund Services September 2000 - February 2003
TUDOR INVESTMENT CORPORATION December 1999 - September 2000
Skills
Business Development, Hedge Funds, Private Equity, Fund Of Funds, Investor Relations, Marketing Strategy, Sales Presentations, Client Presentation, Relationship Management, Financial Services, Investment Strategies, Fund Administration, Investment Management, Management, Client Services, Securities
Education
Pace University 2002 — 2005
MBA, Finance, Strategic Management
Fordham University 1996 — 1999
BA, Political Science, Philosophy
Jennie Mostellar Jennie Mostellar's Global Endowment Management Experience November 2014 - Present
Job Global Endowment Management
Industry Management Consulting
Experience
Global Endowment Management November 2014 - Present
Corporate Executive Board April 2012 - October 2014
Skills
Account Management, Business Development, Salesforce.com, Sales, Leadership, Research, New Business Development, Strategy, Event Planning, Marketing, Social Media, Market Research, Data Analysis, Social Media Marketing, Competitive Analysis, After Dinner Speaking
Education
Davidson College 2007 — 2011
Bachelor of Science (B.S.), Psychology
Arendell Parrott Academy
Global Endowment Management November 2014 - Present
Corporate Executive Board April 2012 - October 2014
Skills
Account Management, Business Development, Salesforce.com, Sales, Leadership, Research, New Business Development, Strategy, Event Planning, Marketing, Social Media, Market Research, Data Analysis, Social Media Marketing, Competitive Analysis, After Dinner Speaking
Education
Davidson College 2007 — 2011
Bachelor of Science (B.S.), Psychology
Arendell Parrott Academy
Lindsay Nielander's Global Endowment Management Experience July 2015 - Present
Job Investment Coordinator
Industry Nonprofit Organization Management
Experience
Global Endowment Management July 2015 - Present
The King's Kitchen June 2010 - July 2015
Skills
Management, Event Management, Cash Management, Customer Retention, Customer Satisfaction, Catering, Restaurants, Cooking, Inventory Management, Food & Beverage, Restaurant Management, Social Media, Retail, Customer Service, Social Media Marketing
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
Cape Fear Community College
Global Endowment Management July 2015 - Present
The King's Kitchen June 2010 - July 2015
Skills
Management, Event Management, Cash Management, Customer Retention, Customer Satisfaction, Catering, Restaurants, Cooking, Inventory Management, Food & Beverage, Restaurant Management, Social Media, Retail, Customer Service, Social Media Marketing
Education
University of Phoenix 2008 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
Cape Fear Community College
Mary Lauren Bishop Mary Lauren Bishop's Global Endowment Management Experience June 2009 - May 2011
Job Compliance Associate at Global Endowment Management, LP
Industry Investment Management
Experience
Global Endowment Management, LP June 2011 - Present
Global Endowment Management June 2009 - May 2011
Education
Davidson College 2005 — 2009
BA, History, French
Global Endowment Management, LP June 2011 - Present
Global Endowment Management June 2009 - May 2011
Education
Davidson College 2005 — 2009
BA, History, French
James Ferguson James Ferguson's Global Endowment Management Experience September 2012 - Present
Job
Industry Investment Management
Experience
Global Endowment Management September 2012 - Present
Childress Klein Properties August 2008 - August 2012
Childress Klein Properties July 2006 - August 2008
Education
Wake Forest University School of Business 2010 — 2012
MBA with Distinction
Duke University 2002 — 2006
BA, Economics
Global Endowment Management September 2012 - Present
Childress Klein Properties August 2008 - August 2012
Childress Klein Properties July 2006 - August 2008
Education
Wake Forest University School of Business 2010 — 2012
MBA with Distinction
Duke University 2002 — 2006
BA, Economics
Alexander Bumgardner's Global Endowment Management Experience December 2014 - February 2015
Job HRIS Analyst at Compass Group (Contract)
Industry Food & Beverages
Experience
Compass Group April 2015 - Present
Global Endowment Management December 2014 - February 2015
Q2 Strategies June 2014 - October 2014
LPL Financial April 2014 - June 2014
LPL Financial September 2013 - March 2014
Organizing For America May 2012 - August 2012
The Bumgardner Law Firm June 2009 - May 2011
Benchmarq Trading Partners LLC January 2010 - August 2010
Skills
Statistics, Analysis, Research, Data Analysis, Economics, Financial Econometrics, Financial Analysis, Microsoft Office, Finance, Linux, R, Programming, Financial Modeling, Differential Equations, Partial Differential..., Mathematica, Matlab, C++, VBA, SQL, SAS Programming, Microsoft Excel, Econometrics, Options, Risk Management, Event Planning, Editing, Public Speaking, Analytics, Nonprofits, Trading, Quantitative Finance, Fixed Income, SAS, Fundraising, Securities, Equities, Social Networking, Quantitative Analytics
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science (M.S.), Mathematical Finance
UNC Charlotte 2011 — 2012
B.A., Mathematics, 3.2
University of North Carolina at Asheville 2003 — 2009
Bachelor of Arts (B.A.), Economics
University of North Carolina at Asheville 2003 — 2009
Bachelor of Arts (B.A.), Ethics, Society and Law
Compass Group April 2015 - Present
Global Endowment Management December 2014 - February 2015
Q2 Strategies June 2014 - October 2014
LPL Financial April 2014 - June 2014
LPL Financial September 2013 - March 2014
Organizing For America May 2012 - August 2012
The Bumgardner Law Firm June 2009 - May 2011
Benchmarq Trading Partners LLC January 2010 - August 2010
Skills
Statistics, Analysis, Research, Data Analysis, Economics, Financial Econometrics, Financial Analysis, Microsoft Office, Finance, Linux, R, Programming, Financial Modeling, Differential Equations, Partial Differential..., Mathematica, Matlab, C++, VBA, SQL, SAS Programming, Microsoft Excel, Econometrics, Options, Risk Management, Event Planning, Editing, Public Speaking, Analytics, Nonprofits, Trading, Quantitative Finance, Fixed Income, SAS, Fundraising, Securities, Equities, Social Networking, Quantitative Analytics
Education
University of North Carolina at Charlotte 2012 — 2014
Master of Science (M.S.), Mathematical Finance
UNC Charlotte 2011 — 2012
B.A., Mathematics, 3.2
University of North Carolina at Asheville 2003 — 2009
Bachelor of Arts (B.A.), Economics
University of North Carolina at Asheville 2003 — 2009
Bachelor of Arts (B.A.), Ethics, Society and Law
Miguel Leche Miguel Leche's Global Endowment Management Experience June 2014 - August 2014
Job Student at University of Florida
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - July 2015
Global Endowment Management June 2014 - August 2014
Bose Corporation September 2012 - June 2013
Bank of America January 2011 - August 2011
Skills
Spanish Native Speaker, Finance, Capital Markets, Investment Banking, Sales, Teamwork, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Team Leadership, Market Research, Retail
Education
University of Florida 2013 — 2016
JPMorgan Chase & Co. June 2015 - July 2015
Global Endowment Management June 2014 - August 2014
Bose Corporation September 2012 - June 2013
Bank of America January 2011 - August 2011
Skills
Spanish Native Speaker, Finance, Capital Markets, Investment Banking, Sales, Teamwork, PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Team Leadership, Market Research, Retail
Education
University of Florida 2013 — 2016
Lisa Song's Global Endowment Management Experience June 2012 - August 2012
Job Data Scientist at Microsoft
Industry Financial Services
Experience
Microsoft July 2015 - Present
Citi June 2013 - July 2015
Global Endowment Management June 2012 - August 2012
Skills
Python, Hive, R, SQL, Hadoop, Matlab, SAS, Stata, Data Analysis, Data Science, Statistical Modeling, VBA, Forecasting, Econometrics, Quantitative Analytics, Monte Carlo Simulation, Financial Modeling, C, C++, Bloomberg Terminal, Bloomberg, Private Equity
Education
Duke University 2011 — 2013
Master's degree, Econometrics and Quantitative Economics, 3.7
University of International Business and Economics 2007 — 2011
Bachelor's degree (with Honors), Economics, 3.7
Microsoft July 2015 - Present
Citi June 2013 - July 2015
Global Endowment Management June 2012 - August 2012
Skills
Python, Hive, R, SQL, Hadoop, Matlab, SAS, Stata, Data Analysis, Data Science, Statistical Modeling, VBA, Forecasting, Econometrics, Quantitative Analytics, Monte Carlo Simulation, Financial Modeling, C, C++, Bloomberg Terminal, Bloomberg, Private Equity
Education
Duke University 2011 — 2013
Master's degree, Econometrics and Quantitative Economics, 3.7
University of International Business and Economics 2007 — 2011
Bachelor's degree (with Honors), Economics, 3.7
Alexandra Gregory Alexandra Gregory's Global Endowment Management Experience June 2015 - Present
Job Administrator, Legacy Private Investments at Global Endowment Management
Industry Investment Management
Experience
Global Endowment Management June 2015 - Present
Davidson Elementary February 2015 - May 2015
Davidson Outdoors March 2012 - May 2015
Davidson College August 2011 - May 2015
Davidson Elementary February 2014 - December 2014
Bayview/Hunters Point Community Legal June 2014 - August 2014
New Door Ventures June 2013 - July 2013
Fellowship of Christians in Universities and Schools August 2011 - September 2011
NYU School of Medicine Center December 2009 - May 2011
Skills
Microsoft Excel, Qualitative Research, Bilingual-English/Spanis..., Academic Tutoring, Writing, Fundraising, Community Outreach, Investigative Research, Leadership, Nonprofits, Teaching, Spanish
Education
Davidson College 2011 — 2015
Bachelor's Degree, Latin American Studies
Universidad Católica San Pablo 2013 — 2013
Literature, Theater
Global Endowment Management June 2015 - Present
Davidson Elementary February 2015 - May 2015
Davidson Outdoors March 2012 - May 2015
Davidson College August 2011 - May 2015
Davidson Elementary February 2014 - December 2014
Bayview/Hunters Point Community Legal June 2014 - August 2014
New Door Ventures June 2013 - July 2013
Fellowship of Christians in Universities and Schools August 2011 - September 2011
NYU School of Medicine Center December 2009 - May 2011
Skills
Microsoft Excel, Qualitative Research, Bilingual-English/Spanis..., Academic Tutoring, Writing, Fundraising, Community Outreach, Investigative Research, Leadership, Nonprofits, Teaching, Spanish
Education
Davidson College 2011 — 2015
Bachelor's Degree, Latin American Studies
Universidad Católica San Pablo 2013 — 2013
Literature, Theater
Samuel Towne Samuel Towne's Global Endowment Management Experience June 2015 - Present
Job Summer Analyst at Global Endowment Management
Industry
Experience
Global Endowment Management June 2015 - Present
Hamilton Point Investment Advisors May 2014 - August 2014
Delta Phi National May 2013 - August 2013
Skills
Statistics, Data Analysis, Microsoft Office, PowerPoint, Leadership, Economics, Microsoft Excel, Bloomberg Terminal, Equity Research, Asset Allocation, Investment Management, Microsoft Word, American History, Wilderness First Aid..., CPR Certified, Research, Investments
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), College of Arts & Sciences, Economics, History
East Chapel Hill High School 2008 — 2012
Global Endowment Management June 2015 - Present
Hamilton Point Investment Advisors May 2014 - August 2014
Delta Phi National May 2013 - August 2013
Skills
Statistics, Data Analysis, Microsoft Office, PowerPoint, Leadership, Economics, Microsoft Excel, Bloomberg Terminal, Equity Research, Asset Allocation, Investment Management, Microsoft Word, American History, Wilderness First Aid..., CPR Certified, Research, Investments
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), College of Arts & Sciences, Economics, History
East Chapel Hill High School 2008 — 2012
Matthew Cooper, CPA Matthew Cooper, CPA's Global Endowment Management Experience March 2011 - Present
Job Operations Associate at Global Endowment Management
Industry Financial Services
Experience
Global Endowment Management March 2011 - Present
Deloitte October 2006 - March 2011
Education
University of North Carolina at Chapel Hill 2005 — 2006
Masters, Accounting
University of North Carolina at Chapel Hill 2001 — 2005
Bachelors, Economics
Global Endowment Management March 2011 - Present
Deloitte October 2006 - March 2011
Education
University of North Carolina at Chapel Hill 2005 — 2006
Masters, Accounting
University of North Carolina at Chapel Hill 2001 — 2005
Bachelors, Economics
Sam Cannon's Global Endowment Management Experience July 2012 - Present
Job Investment Professional at Global Endowment Management
Industry Venture Capital & Private Equity
Experience
Global Endowment Management July 2012 - Present
Goldman Sachs 2010 - 2012
Orion Management Group August 2010 - June 2011
Fundly May 2009 - March 2011
Granada Advisors March 2009 - February 2011
Skills
Spanish, Visual Basic, Financial Modeling, Microsoft Excel, Valuation, Financial Analysis, LBO, Series 63, Series 79
Education
Brigham Young University
BS, Finance
Global Endowment Management July 2012 - Present
Goldman Sachs 2010 - 2012
Orion Management Group August 2010 - June 2011
Fundly May 2009 - March 2011
Granada Advisors March 2009 - February 2011
Skills
Spanish, Visual Basic, Financial Modeling, Microsoft Excel, Valuation, Financial Analysis, LBO, Series 63, Series 79
Education
Brigham Young University
BS, Finance
Alex Wang's Global Endowment Management Experience June 2009 - August 2009
Job Warburg Pincus | Energy Associate
Industry Financial Services
Experience
Warburg Pincus LLC August 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Global Endowment Management June 2009 - August 2009
Pharos Capital Group May 2009 - June 2009
Deloitte Touche Tohmatsu July 2008 - August 2008
Education
Duke University 2007 — 2011
BS
UCL 2009 — 2009
Groton School 2003 — 2007
HKIS
Warburg Pincus LLC August 2013 - Present
Bank of America Merrill Lynch July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Global Endowment Management June 2009 - August 2009
Pharos Capital Group May 2009 - June 2009
Deloitte Touche Tohmatsu July 2008 - August 2008
Education
Duke University 2007 — 2011
BS
UCL 2009 — 2009
Groton School 2003 — 2007
HKIS
Bob Manchen's Global Endowment Management Experience September 2008 - December 2012
Job CIO at Princeton Theological Seminary
Industry Investment Management
Experience
Princeton Theological Seminary January 2013 - Present
Global Endowment Management September 2008 - December 2012
DUMAC, LLC (formerly Duke Management Company) July 2005 - August 2008
Condor Capital Management June 1999 - June 2005
Raymond James Financial May 2004 - July 2004
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investments, Portfolio Management, Equities, Valuation, Asset Allocation, Investment Strategies, Emerging Markets, Due Diligence, Equity Research, Financial Analysis, Investment Management, Asset Management, Series 7, Mutual Funds, Securities, Derivatives, Financial Markets
Education
London School of Economics 2005 — 2005
Exchange student, Institute of Interdisciplinary Management Exchange (IMEX) Programme
Duke University - The Fuqua School of Business 2003 — 2005
MBA, N/A, 3.9
Duke University 1995 — 1999
BS, Economics; 2nd major in Mathematics; certificate in Markets & Management, 3.9
Princeton Theological Seminary January 2013 - Present
Global Endowment Management September 2008 - December 2012
DUMAC, LLC (formerly Duke Management Company) July 2005 - August 2008
Condor Capital Management June 1999 - June 2005
Raymond James Financial May 2004 - July 2004
Skills
Hedge Funds, Alternative Investments, Asset Managment, Investments, Portfolio Management, Equities, Valuation, Asset Allocation, Investment Strategies, Emerging Markets, Due Diligence, Equity Research, Financial Analysis, Investment Management, Asset Management, Series 7, Mutual Funds, Securities, Derivatives, Financial Markets
Education
London School of Economics 2005 — 2005
Exchange student, Institute of Interdisciplinary Management Exchange (IMEX) Programme
Duke University - The Fuqua School of Business 2003 — 2005
MBA, N/A, 3.9
Duke University 1995 — 1999
BS, Economics; 2nd major in Mathematics; certificate in Markets & Management, 3.9
Lori Allois, CPA's Global Endowment Management Experience January 2012 - Present
Job Director of Financial Reporting
Industry Financial Services
Experience
Global Endowment Management January 2012 - Present
Global Endowment Management April 2008 - December 2011
Ernst & Young August 2004 - January 2008
Grant Thornton 2003 - 2004
Skills
Financial Modeling, Financial Services, Tax, Hedge Funds, SEC filings, Internal Controls, Fund Accounting, Financial Reporting, Private Equity, Due Diligence, Financial Analysis, CPA, Asset Managment
Education
North Carolina State University - College of Management 1998 — 2003
Global Endowment Management January 2012 - Present
Global Endowment Management April 2008 - December 2011
Ernst & Young August 2004 - January 2008
Grant Thornton 2003 - 2004
Skills
Financial Modeling, Financial Services, Tax, Hedge Funds, SEC filings, Internal Controls, Fund Accounting, Financial Reporting, Private Equity, Due Diligence, Financial Analysis, CPA, Asset Managment
Education
North Carolina State University - College of Management 1998 — 2003
Jay Ripley's Global Endowment Management Experience January 2014 - Present
Job Principal at Global Endowment Management
Industry Financial Services
Experience
Global Endowment Management January 2014 - Present
Stone Point Capital August 2008 - January 2014
Wachovia Securities 2006 - 2008
Houlihan Lokey 2005 - 2005
Skills
Valuation, Financial Modeling, Investment Banking, Investments, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Equities, LBO, Financial Analysis, DCF, Mergers, Bloomberg, Equity Research, Mergers & Acquisitions, M&A experience
Education
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Global Endowment Management January 2014 - Present
Stone Point Capital August 2008 - January 2014
Wachovia Securities 2006 - 2008
Houlihan Lokey 2005 - 2005
Skills
Valuation, Financial Modeling, Investment Banking, Investments, Private Equity, Capital Markets, Corporate Finance, Due Diligence, Equities, LBO, Financial Analysis, DCF, Mergers, Bloomberg, Equity Research, Mergers & Acquisitions, M&A experience
Education
University of Georgia - Terry College of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Jason Craft's Global Endowment Management Experience June 2010 - Present
Job Operations Associate at Global Endowment Management
Industry Financial Services
Experience
Global Endowment Management June 2010 - Present
Pinnacle Fund Administration LLC May 2009 - April 2010
Round Table Investment Management Company 2008 - 2008
2100 Capital Group 2007 - 2008
Larch Lane Advisors 2004 - 2007
Andor Capital Management 2003 - 2004
JP Morgan Asset Management 2000 - 2002
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Fund Of Funds, Investments, Derivatives, Fund Accounting
Education
Central Connecticut State University 1997 — 2000
BS, Accounting
University of Maryland College Park 1992 — 1993
Global Endowment Management June 2010 - Present
Pinnacle Fund Administration LLC May 2009 - April 2010
Round Table Investment Management Company 2008 - 2008
2100 Capital Group 2007 - 2008
Larch Lane Advisors 2004 - 2007
Andor Capital Management 2003 - 2004
JP Morgan Asset Management 2000 - 2002
Skills
Hedge Funds, Alternative Investments, Equities, Bloomberg, Fund Of Funds, Investments, Derivatives, Fund Accounting
Education
Central Connecticut State University 1997 — 2000
BS, Accounting
University of Maryland College Park 1992 — 1993
Stephanie Lynch's Global Endowment Management Experience February 2007 - Present
Job Founding Partner, Global Endowment Management
Industry Investment Management
Experience
Global Endowment Management February 2007 - Present
The Duke Endowment June 1999 - March 2007
The Duke Endowment January 2000 - February 2007
Skills
Private Equity, Asset Management, Investments, Portfolio Management, Hedge Funds, Venture Capital, Asset Allocation, Mutual Funds, Trading, Finance, Alternative Investments, Restructuring, Institutional..., Chartered Financial..., Investment Management, Equities, Investment Strategies, Fixed Income, Emerging Markets, Capital Markets
Education
Florida State University - College of Business 1985 — 1988
B.S., Finance
Global Endowment Management February 2007 - Present
The Duke Endowment June 1999 - March 2007
The Duke Endowment January 2000 - February 2007
Skills
Private Equity, Asset Management, Investments, Portfolio Management, Hedge Funds, Venture Capital, Asset Allocation, Mutual Funds, Trading, Finance, Alternative Investments, Restructuring, Institutional..., Chartered Financial..., Investment Management, Equities, Investment Strategies, Fixed Income, Emerging Markets, Capital Markets
Education
Florida State University - College of Business 1985 — 1988
B.S., Finance
Colleen Terschluse's Global Endowment Management Experience July 2007 - January 2013
Job Personal Investor
Industry Investment Management
Experience
Global Endowment Management July 2007 - January 2013
Goldman Sachs July 2005 - July 2007
Skills
Hedge Funds, Equities
Education
University of Notre Dame 2001 — 2005
BBA, Finance, Spanish
Global Endowment Management July 2007 - January 2013
Goldman Sachs July 2005 - July 2007
Skills
Hedge Funds, Equities
Education
University of Notre Dame 2001 — 2005
BBA, Finance, Spanish
Rushabh Sadiwala's Global Endowment Management Experience July 2009 - December 2011
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
Columbia University in the City of New York January 2015 - Present
LIM Advisors August 2014 - October 2014
Bravia Capital January 2012 - 2014
Global Endowment Management July 2009 - December 2011
Education
Duke University 2005 — 2009
B.S., Economics, Chinese
Columbia University in the City of New York January 2015 - Present
LIM Advisors August 2014 - October 2014
Bravia Capital January 2012 - 2014
Global Endowment Management July 2009 - December 2011
Education
Duke University 2005 — 2009
B.S., Economics, Chinese
Patrick Goldin's Global Endowment Management Experience June 2013 - May 2014
Job Student at University of North Carolina
Industry Investment Management
Experience
Ancient Art, L.P. (IA to Teton Capital Partners, L.P.) June 2014 - Present
Global Endowment Management June 2013 - May 2014
UNC Finance Society May 2013 - April 2014
Alain Value Fund LP January 2007 - December 2013
UNC Finance Society September 2012 - May 2013
Honne Capital May 2012 - August 2012
GuruFocus.com May 2010 - November 2011
Novant Asset Management Company May 2011 - August 2011
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Investment Strategies, Investments, Business Strategy, Strategic Planning, Strategy, Economics, Bloomberg, Asset Management, Asset Managment, Options, Financial Services, Finance, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Science in Business Administration (BSBA)
University of North Carolina at Chapel Hill 2012 — 2016
Art History Minor
Greensboro Goldin School (Homeschool) 2004 — 2012
Ancient Art, L.P. (IA to Teton Capital Partners, L.P.) June 2014 - Present
Global Endowment Management June 2013 - May 2014
UNC Finance Society May 2013 - April 2014
Alain Value Fund LP January 2007 - December 2013
UNC Finance Society September 2012 - May 2013
Honne Capital May 2012 - August 2012
GuruFocus.com May 2010 - November 2011
Novant Asset Management Company May 2011 - August 2011
Skills
Hedge Funds, Equities, Portfolio Management, Equity Research, Investment Strategies, Investments, Business Strategy, Strategic Planning, Strategy, Economics, Bloomberg, Asset Management, Asset Managment, Options, Financial Services, Finance, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2016
Bachelor of Science in Business Administration (BSBA)
University of North Carolina at Chapel Hill 2012 — 2016
Art History Minor
Greensboro Goldin School (Homeschool) 2004 — 2012
Matthew Libel's Global Endowment Management Experience July 2012 - January 2015
Job Research Analyst at Dorsey Asset Management
Industry Investment Management
Experience
Dorsey Asset Management February 2015 - Present
Global Endowment Management July 2012 - January 2015
AlphaSights June 2011 - August 2011
Spotlight Funds May 2011 - June 2011
Citi January 2011 - May 2011
Trend Management Inc May 2010 - August 2010
Skills
Hedge Funds, Investments, Entrepreneurship, Financial Modeling, Valuation, Equities, Financial Analysis, Capital Markets, Alternative Investments, Equity Valuation, Data Analysis, Due Diligence, Equity Research
Education
University of Notre Dame 2008 — 2012
BS, Finance
Dorsey Asset Management February 2015 - Present
Global Endowment Management July 2012 - January 2015
AlphaSights June 2011 - August 2011
Spotlight Funds May 2011 - June 2011
Citi January 2011 - May 2011
Trend Management Inc May 2010 - August 2010
Skills
Hedge Funds, Investments, Entrepreneurship, Financial Modeling, Valuation, Equities, Financial Analysis, Capital Markets, Alternative Investments, Equity Valuation, Data Analysis, Due Diligence, Equity Research
Education
University of Notre Dame 2008 — 2012
BS, Finance
Adam Claugus's Global Endowment Management Experience March 2015 - Present
Job Portfolio Accounting Manager at Global Endowment Management
Industry Financial Services
Experience
Global Endowment Management March 2015 - Present
Citco Fund Services September 2012 - February 2015
Alphametrix360 LLC December 2009 - October 2012
GMT Capital June 2008 - September 2008
Skills
Equities, Hedge Funds, Financial Analysis, Portfolio Management
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
B.S., Finance, International Business Administration
Global Endowment Management March 2015 - Present
Citco Fund Services September 2012 - February 2015
Alphametrix360 LLC December 2009 - October 2012
GMT Capital June 2008 - September 2008
Skills
Equities, Hedge Funds, Financial Analysis, Portfolio Management
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
B.S., Finance, International Business Administration
Paul Jang's Global Endowment Management Experience July 2011 - February 2013
Job Cofounder, Product at Locket
Industry Internet
Experience
Locket February 2013 - Present
Global Endowment Management July 2011 - February 2013
Inca Internet January 2007 - December 2009
Skills
Entrepreneurship, Venture Capital, Due Diligence, Financial Analysis, Digital Advertising, Real Estate, Product Management, Alternative Investments, Mobile Applications
Education
Duke University 2004 — 2011
Oregon Episcopal School 2001 — 2004
Locket February 2013 - Present
Global Endowment Management July 2011 - February 2013
Inca Internet January 2007 - December 2009
Skills
Entrepreneurship, Venture Capital, Due Diligence, Financial Analysis, Digital Advertising, Real Estate, Product Management, Alternative Investments, Mobile Applications
Education
Duke University 2004 — 2011
Oregon Episcopal School 2001 — 2004
Meredith Lorenz Heimburger's Global Endowment Management Experience October 2012 - Present
Job Associate Director Investor Relations at Global Endowment Management
Industry Education Management
Experience
Global Endowment Management October 2012 - Present
Teach for America August 2009 - October 2012
Teach For America September 2007 - September 2009
Charlotte-Mecklenburg Schools August 2005 - June 2007
Skills
Fundraising, Event Management, Staff Development, Nonprofits, Event Planning, Program Development, Grant Writing, Public Speaking, Leadership, Editing, Program Management, Strategic Planning, Teaching, Community Outreach, Public Relations, Research
Education
Davidson College 2001 — 2005
English, Gender Studies
The University of Edinburgh 2003 — 2003
Global Endowment Management October 2012 - Present
Teach for America August 2009 - October 2012
Teach For America September 2007 - September 2009
Charlotte-Mecklenburg Schools August 2005 - June 2007
Skills
Fundraising, Event Management, Staff Development, Nonprofits, Event Planning, Program Development, Grant Writing, Public Speaking, Leadership, Editing, Program Management, Strategic Planning, Teaching, Community Outreach, Public Relations, Research
Education
Davidson College 2001 — 2005
English, Gender Studies
The University of Edinburgh 2003 — 2003
Andrew Forero's Global Endowment Management Experience June 2010 - July 2012
Job Business Development Manager at Ferrara Candy Company
Industry Consumer Goods
Experience
Ferrara Candy Company February 2015 - Present
Kinney Asset Management October 2012 - January 2015
Global Endowment Management June 2010 - July 2012
Skills
Investments, Bloomberg, Equities, Financial Modeling, Valuation
Education
University of Notre Dame 2009 — 2010
Master's Degree, Accounting, 3.6
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6, cum laude
Ferrara Candy Company February 2015 - Present
Kinney Asset Management October 2012 - January 2015
Global Endowment Management June 2010 - July 2012
Skills
Investments, Bloomberg, Equities, Financial Modeling, Valuation
Education
University of Notre Dame 2009 — 2010
Master's Degree, Accounting, 3.6
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6, cum laude