1. New York University Investment Office
Established in 1831, The NYU Investment Office manages New York University’s $5.9 billion endowment with a focus on long-term financial sustainability and mission-driven support. Leveraging a diversified portfolio and a strong emphasis on alternative investments—including private equity, hedge funds, and real estate—the office balances current funding needs with future growth. With a global investment scope and a commitment to ESG principles, the team actively seeks opportunities that align with both financial and institutional values. Based in New York City, the office benefits from proximity to leading financial markets and the academic resources of NYU itself.
→ Year Founded: 1831
→ Headquarters: New York, NY
→ Firm Type: Endowment
→ AUM: $5.9B
→ Contacts in FINTRX: 7
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2. Cornell University Office of Investments
The Cornell University Office of Investments, based in Ithaca, NY, manages $9.55 billion in assets with the goal of supporting the university’s long-term financial sustainability and educational mission. Operating under the guidance of the Board of Trustees and Investment Committee, and led by the Chief Investment Officer, the office oversees a diversified portfolio with a strong emphasis on alternative investments such as private equity and hedge funds. A large portion of assets is pooled within the Long Term Investment Pool (LTIP), aimed at delivering returns that outpace inflation by at least 5% over five-year periods. The team employs a disciplined approach to manager selection, risk management, and ESG integration, while leveraging its campus location to stay closely aligned with institutional goals and global investment opportunities.
→ Year Founded: 1979
→ Headquarters: New York, NY
→ Firm Type: Endowment
→ AUM: $10.7B
→ Contacts in FINTRX: 29
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3. Oregon State University Foundation
The Oregon State University Foundation, headquartered in Corvallis, Oregon, manages $1.16 billion in total assets, including an $827 million endowment, to support the long-term growth and mission of Oregon State University. Since its founding in 1947—and integration with the OSU Alumni Association in 2017—the Foundation has expanded its role from fundraising to comprehensive financial stewardship. With $169 million raised in FY23 alone, it continues to inspire broad community engagement. The Foundation employs a diversified investment strategy spanning real estate, private equity, hedge funds, and more, while actively incorporating ESG principles into its decisions. Its proximity to OSU fosters close collaboration, reinforcing its commitment to enhancing the university’s impact through responsible investment and strategic fundraising.
→ Year Founded: 1947
→ Headquarters: Corvallis, OR
→ Firm Type: Endowment
→ AUM: $898.1M
→ Contacts in FINTRX: 15
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4. MIT Investment Management Company
The MIT Investment Management Company (MITIMCo), based in Cambridge, Massachusetts, oversees approximately $23.62 billion in assets to support MIT’s mission of advancing education, research, and innovation. With a portfolio spanning roughly 4,700 individual funds, MITIMCo manages both donor-restricted and general endowment assets, maintaining a spending rate of about 4.4% on pooled funds. The firm adopts a value-oriented, long-term investment strategy with a strong emphasis on alternative assets such as private equity, hedge funds, real estate, and fund of funds. MITIMCo’s team partners with top-tier managers and targets less efficient markets to generate high real returns. ESG principles are deeply embedded in its investment approach, reflecting a broader institutional commitment to sustainability. In addition to financial assets, MITIMCo manages key real estate holdings around the MIT campus, contributing to the university’s adaptive space needs and the surrounding innovation ecosystem.
→ Year Founded: 1977
→ Headquarters: Cambridge, MA
→ Firm Type: Endowment
→ AUM: $23.6B
→ Contacts in FINTRX: 47
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5. Boston College Endowment
The Boston College Endowment, valued at approximately $2.22 billion, plays a vital role in advancing the university’s mission by providing long-term financial support for key initiatives such as student aid, faculty development, research, and campus infrastructure. Governed by the Investment and Endowment Committee of the Board of Trustees and managed by the Chief Investment Officer and team, the endowment follows a disciplined strategy aimed at exceeding the university’s spending rate plus inflation, while maintaining prudent risk management. Its diversified portfolio spans traditional and alternative asset classes—including venture capital, private equity, hedge funds, and debt—and integrates ESG principles into investment decisions. Based in Chestnut Hill, Massachusetts, the endowment team works closely with university leadership to ensure investments are aligned with Boston College’s strategic goals and enduring values.
→ Year Founded: 1996
→ Headquarters: Chestnut Hill, MA
→ Firm Type: Endowment
→ AUM: $2.4B
→ Contacts in FINTRX: 7
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6. Gordon and Betty Moore Foundation
The Gordon and Betty Moore Foundation manages $8.3 billion in assets to support its mission of driving measurable, lasting impact in scientific discovery, environmental conservation, and the San Francisco Bay Area. Guided by core values of impact, integrity, discipline, and collaboration, the foundation employs a diversified investment strategy with significant allocations to alternatives such as private equity, hedge funds, venture capital, real estate, and debt. This approach is designed to preserve long-term purchasing power while generating returns exceeding inflation and spending. With a strong focus on ESG principles, the foundation’s investment team applies a disciplined, evidence-based process that emphasizes adaptability and collaboration to ensure alignment with its mission of fostering positive global change.
→ Year Founded: 2000
→ Headquarters: Palo Alto, CA
→ Firm Type: Foundation
→ AUM: $8.8B
→ Contacts in FINTRX: 15
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7. Middlebury College Endowment
The Middlebury College Endowment, valued at $1.47 billion as of June 30, 2023, serves as a vital financial pillar for the institution, supporting programs such as financial aid, faculty positions, research, athletics, and internships. Comprised of over 1,600 individual funds, the endowment is structured to provide long-term financial stability and flexibility. Its investment strategy spans a diverse mix of asset classes, including private equity, hedge funds, real estate, venture capital, and debt instruments, with a strong emphasis on ESG integration. Notably, Middlebury has committed to fully divesting from direct fossil fuel investments by 2034.
Since 2005, the College has partnered with Investure to guide manager selection, performance monitoring, and strategy development, while maintaining oversight through its Investment Committee. The endowment also fosters student engagement through initiatives like the Student Investment Committee and RISE, offering real-world experience in sustainable investing. The endowment is overseen by the Investment Sub Committee of the Board of Trustees and led by executive leadership committed to aligning investments with Middlebury’s mission and long-term goals.
→ Year Founded: 1962
→ Headquarters: Middlebury, VT
→ Firm Type: Endowment
→ AUM: $1.6B
→ Contacts in FINTRX: 10
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8. Stanford Management Company
Stanford Management Company (SMC), founded in 1991, manages Stanford University’s $36.5 billion Endowment and other financial assets within a $40.9 billion Merged Pool. As the university’s dedicated investment office, SMC plays a crucial role in funding operations such as student financial aid, faculty support, and research, while preserving the Endowment’s long-term purchasing power. Its investment approach spans a broad array of asset classes—including private equity, hedge funds, real estate, long-only strategies, fund of funds, and debt—focused on generating strong real returns with effective risk management. A portion of the portfolio is allocated to absolute return strategies and illiquid investments to enhance diversification and long-term performance. SMC operates under an Ethical Investment Framework and is aligned with Stanford’s goal of achieving a net-zero carbon investment portfolio by 2050. By actively managing exposures and rebalancing based on market conditions, SMC ensures that Stanford’s Endowment continues to support current needs while sustaining future generations.
→ Year Founded: 1831
→ Headquarters: New York, NY
→ Firm Type: Endowment
→ AUM: $5.9B
→ Contacts in FINTRX: 7
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9. Dartmouth College Investment Office
The Dartmouth College Investment Office, based in Hanover, New Hampshire, manages $7.93 billion in assets to support the institution’s long-term mission, including funding for the Geisel School of Medicine, Thayer School of Engineering, Tuck School of Business, and Guarini School of Graduate and Advanced Studies. Operating under the guidance of the Board of Trustees’ Investment Committee, the office employs a globally diversified investment strategy across asset classes such as private equity, venture capital, real estate, hedge funds, long-only strategies, and debt. Emphasizing intergenerational equity, the endowment seeks to preserve purchasing power while meeting current and future financial needs. Dartmouth’s investment approach actively integrates ESG considerations and promotes diversity, equity, and inclusion (DEI) by engaging with diverse-owned firms and tracking diversity metrics across its investment partners. The office’s on-campus presence fosters collaboration and educational engagement, aligning its sophisticated investment strategy with Dartmouth’s broader academic and community goals.
→ Year Founded: 2010
→ Headquarters: New York, NY
→ Firm Type: Endowment
→ AUM: $7.9B
→ Contacts in FINTRX: 17
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10. Rice Management Company
Rice Management Company (RMC), established in 2009 and based in Houston, Texas, manages Rice University’s $7.74 billion endowment to sustain long-term financial growth, supporting research, education, and student access. The endowment, which contributes approximately 40% of the university’s operating budget, is structured as a consolidated pool encompassing over 2,100 individual funds. RMC employs a diversified investment strategy across asset classes, including private equity, real estate, hedge funds, venture capital, and debt, balancing direct investments with external manager partnerships. The firm’s value-driven, equity-oriented philosophy is grounded in a long-term outlook and integrates ESG principles into its investment decisions. Governed by a Board of Directors composed of seasoned investment professionals, RMC maintains rigorous oversight to ensure its strategy aligns with the university’s evolving goals and enduring mission.
→ Year Founded: 2009
→ Headquarters: Houston, TX
→ Firm Type: Endowment
→ AUM: $7.2B
→ Contacts in FINTRX: 27
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Most Viewed E&F Contact Profiles in FINTRX
Investor attention continues to gravitate toward decision-makers with active roles in investment allocation, manager selection, and portfolio oversight. Below are the top-viewed individuals from the E&F community.
1. Tyler Carter
Tyler Carter is the Associate Director of Investments at Spider Management Company, LLC, bringing a decade of experience and deep expertise in hedge funds and public markets. A CFA charterholder and member of the firm’s Investment Committee, Tyler plays a key role in evaluating investment opportunities and shaping portfolio strategy. His career spans roles at 300 North Capital, Angeles Investments, and C.M. Capital Advisors, where he developed a strong foundation in public equity and macro strategies. He earned his B.S. in Business Economics from Azusa Pacific University, where he was honored with the Outstanding Senior Award. Bilingual in English and Spanish, Tyler is known for his analytical insight, collaborative approach, and dedication to ongoing professional growth. Conversations around hedge fund trends or his alma mater offer natural ways to connect.
→ Endowment: Spider Management Company, LLC
→ Title: Associate Director, Investments
→ HQ Location: Richmond, VA
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2. Barbara Jesuele
Barbara Jesuele serves as the Deputy Chief Investment Officer and Assistant Treasurer at the J. Paul Getty Trust, where she helps guide the strategic direction of the organization’s investment program with a focus on Public Markets and Real Assets. Since joining Getty in 2002 as a Senior Investment Analyst in Private Equity, Barbara has played an integral role in shaping its investment strategy and advancing initiatives tied to sustainability and DEAI. She collaborates closely with the CIO and sits on multiple Limited Partner Advisory Boards, while also serving on the board of the Pension Real Estate Association. Her international experience includes a prior role at HypoVereinsbank in Munich, analyzing credit risk for Asian financial institutions. Barbara holds degrees from UCLA, the University of Hamburg, and Ateneo de Manila University, and is fluent in English, German, and Filipino. Known for her global outlook and commitment to responsible investing, she’s a strong advocate for diversity and inclusion in finance—making topics like ESG, international markets, or DEAI in investing great conversation starters.
→ Foundation: J. Paul Getty Trust
→ Title: Deputy Chief Investment Officer
→ HQ Location: Los Angeles, CA
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3. Tripp Taliaferro
Tripp Taliaferro is the Director of Investments at Spider Management Company, LLC, where he leads the firm’s private market investment strategy across buyouts, venture capital, real estate, and natural resources. With over 22 years of experience, Tripp brings a well-rounded background that includes senior roles at a single-family office, Private Advisors, Quad-C Management, and Wachovia Capital Partners. His expertise spans direct private equity investing, hedge funds, mergers and acquisitions, and public markets. At Spider, he draws on this diverse experience to guide strategic decisions and oversee a wide range of private market investments. A graduate of the University of North Carolina at Chapel Hill with additional studies at Maastricht University, Tripp has served on the boards of several companies across sectors like software and consumer goods. Based in Richmond, Virginia, he is known for his innovative approach to alternative investments—making topics like private equity trends or board leadership excellent conversation starters.
→ Firm: Spider Management Company, LLC
→ Title: Director, Investments
→ HQ Location: Richmond, VA
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4. Jason Hart
Jason A. Hart is the Director of Investments at Case Western Reserve University’s Office of Investments, where he has overseen hedge funds, fixed income, and public equity strategies since 2006. In addition to managing the university’s $150 million defined-benefit pension plan, he plays a central role in sourcing and evaluating investment managers and constructing institutional portfolios. Jason began his career at State Street Corporation and later worked as an Investment Analyst at Chess Financial Corporation before joining Case Western in 2002. He holds a BA in Economics from the University of Massachusetts Amherst and an MBA from the Weatherhead School of Management at Case Western. Known for his deep expertise in market analysis and long-standing commitment to the university, Jason also serves on the Retirement Oversight Committee. He’s passionate about education and community engagement—making conversations about hedge fund trends, equity markets, or university-based investment programs great ways to connect.
→ Endowment: Case Western Reserve University Office of Investments
→ Title: Director, Investments
→ HQ Location: Cleveland, OH
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5. Mark Doherty
Mark Doherty is the Senior Director of Investments at the San Francisco Foundation, where he oversees $1.7 billion in assets across more than 900 clients, including individuals, families, and nonprofits. With a strong focus on racial equity and economic inclusion, Mark leads the foundation’s investment strategy to drive both financial performance and measurable social impact. His career spans leadership roles at the Silicon Valley Community Foundation—where he managed $4.7 billion in charitable assets—as well as senior positions at Wells Fargo Private Bank and Citi Private Bank, specializing in wealth management and alternative investments. Mark holds a BA in Political Science from Colorado College and a Master’s in International Policy Studies from the Middlebury Institute at Monterey. Fluent in Spanish and deeply committed to social justice, he actively supports education-focused philanthropy through the L.B. Research and Education Foundation and serves on the Investment Committee of Founders Pledge. Conversations around impact investing, community foundations, or equity-focused philanthropy are ideal ways to connect with Mark.
→ Foundation: The San Francisco Foundation
→ Title: Senior Director of Investments
→ HQ Location: San Francisco, CA
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6. Danny Guo
Danny Guo is an Investment Manager at The California Endowment, where he plays a key role in managing portfolios with a focus on sustainable and impactful investment strategies. Since joining the organization in 2018, he has steadily advanced through roles including Senior Investment Analyst and Investment Associate, contributing to policy development, performance analysis, and strategic asset allocation. Danny brings additional experience from the Dartmouth College Investment Office and The Investment Fund for Foundations, where he developed his expertise in equity research and alternative investments. A CFA charterholder and Williams College graduate, Danny is known for his strong analytical acumen and commitment to values-driven investing. Conversations about ESG trends, alternative asset strategies, or his path through mission-driven investment roles are great ways to connect.
→ Endowment: The California Endowment
→ Title: Investment Manager
→ HQ Location: Los Angeles, CA
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7. Adam Kobor
Adam Kobor is the Managing Director of Investments at the NYU Investment Office, where he leads efforts in asset allocation, fixed income and credit strategies, and risk management for the university’s endowment and corporate cash portfolios. With a global perspective shaped by nearly a decade at the World Bank Treasury and senior roles at The Rock Creek Group, Adam brings deep expertise in managing complex investment portfolios and advising on strategic risk frameworks. Prior to his current role, he served as NYU’s Director of Investments, contributing to long-term planning and investment committee discussions. He holds a Ph.D. in Finance from Corvinus University of Budapest, underscoring his analytical foundation and academic rigor. A frequent contributor to industry forums and publications on asset allocation and risk, Adam is passionate about advancing financial knowledge—making topics like risk budgeting, global credit markets, or endowment strategy ideal conversation starters.
→ Endowment: New York University Investment Office
→ Title: Managing Director Of Investments
→ HQ Location: New York, NY
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8. Dave Morehead
Dave Morehead is the Chief Investment Officer at Baylor University Endowment, where he has led investment strategy and portfolio management since 2011. With deep expertise in marketable investments, asset allocation, and manager selection, Dave oversees a diversified portfolio spanning traditional and alternative asset classes. His career includes senior roles at Lotsoff Capital Management and Highview Capital Management, where he focused on public and private energy investments, as well as prior experience in portfolio management and risk oversight at Ritchie Capital and Bank of America. A CFA charterholder, Dave holds an MBA from the University of Chicago Booth School of Business and graduated summa cum laude from Wheaton College. In addition to his CIO role, he serves as an adjunct lecturer, mentoring students in real-world investment through endowment practicum courses. Actively engaged in the investment committee at Westmont College, Dave is passionate about education and community involvement. Topics like energy markets, student investing, or alternative asset trends make excellent conversation openers.
→ Endowment: Baylor University Endowment
→ Title: Chief Investment Officer
→ HQ Location: Waco, TX
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9. Daniel Ricciardi
Daniel Ricciardi is the Associate Vice President for Investments at the College of the Holy Cross Endowment, where he helps guide the institution’s investment strategy with a focus on alternative investments and long-term resource management. Since joining the investment team in 2008, Daniel has served in several key roles—including Interim CIO—and now contributes to the endowment’s strategic direction as a member of the Investment Committee. A graduate of Holy Cross and former Fenwick Scholar, he also holds an MBA from Boston College. Daniel’s career began at BNY Mellon in client accounting, and he has since become a recognized leader in the field, earning honors such as Institutional Investor’s Rising Star award and recognition as a top university endowment hedge fund investor. Beyond his professional responsibilities, Daniel is deeply committed to community service, serving as Board President of Catholic Charities Worcester County and on the Investment Committee for the Health Foundation of Central Massachusetts. With a passion for social impact and education, he’s a great conversational partner on topics ranging from alternative investing to local nonprofit work.
→ Endowment: College of the Holy Cross Endowment
→ Title: Associate Vice President For Investments
→ HQ Location: Worcester, MA
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10. Ying Hosler
Ying Hosler is the Senior Director of Investments at Liberty University Endowment, where she leads the institution’s investment strategy with a strong emphasis on alternative assets, including private equity and venture capital. With prior experience managing a significant portion of Penn State’s $6.5 billion endowment and serving as a Portfolio Manager at Briar Hall LLC, Ying brings deep expertise in institutional investment management. She is a CFA charterholder and holds additional credentials from the Institutional Limited Partners Association. A graduate of Peking University and Yale University, Ying has earned multiple industry accolades, including being named one of Kayo’s Top 22 Endowment Leaders of the Northeast and receiving Institutional Investor’s "Endowment of the Year" award. Known for her intellectual curiosity and passion for philosophy and history, she blends analytical rigor with a thoughtful, forward-looking perspective. Conversations around private market trends, historical parallels in finance, or the intersection of philosophy and investment strategy are excellent ways to engage with Ying.
→ Firm: Liberty University Endowment
→ Title: Senior Director of Investments
→ HQ Location: Lynchburg, VA
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Key Takeaways & Trends
Increased Focus on University Endowments
Several of the top-viewed firms represent large university investment offices—pointing to renewed interest in long-term, institutional capital allocators that often lead in alternatives and venture.
High-Engagement Contacts Reflect Allocation Authority
The most searched individuals hold senior investment roles, suggesting users are prioritizing outreach to those with real decision-making power.
Sustained Interest in Mission-Aligned Foundations
The presence of the Gordon and Betty Moore Foundation and others indicates growing demand for partnerships with values-driven allocators active in ESG and impact strategies.
E&Fs as Long-Term Capital Sources
Their long investment horizons and diversified portfolios continue to make E&Fs valuable targets for managers seeking strategic capital partnerships.
How We Aggregate This Data
- Rankings are based on aggregated profile view activity (clicks into firm and contact profiles) from verified FINTRX users during Q1 2025.
- Internal platform views conducted by FINTRX team members are excluded.
- All user activity is anonymized and aggregated to protect privacy.
Learn More About Our Data Process Here
Conclusion
Whether you're targeting endowments with long-term capital strategies or foundations seeking impact-aligned solutions, having visibility into who’s generating the most interest can sharpen your outreach. FINTRX delivers the intelligence to help you identify, segment, and connect with the right investors—faster.
Disclaimer: This blog post is for informational purposes only and does not constitute financial advice or a recommendation to invest in any securities or investment strategies.