Not-for-Profit Investment Summit
Europe and Middle East | North America
Dr. Sweta Chakraborty is a risk and behavioural scientist whose work is motivated by the need for clear and credible communication to urgently and proactively manage the risks that threaten human security and well‑being.
With her absolute commitment to evidence‑based decision‑making, she helps policy‑makers and private sector organisations understand global risks and create clear strategies to manage them.
Sweta is the head of the Top Tier Impact Policy Action Unit where she oversees global scientific consensus building for science and tech policy advising.
She is also the U.S. Representative for “We Don’t Have Time,” the Sweden‑based tech start‑up that launched Greta Thunberg to viral global renown. She is the founder and principle of Adapt to Thrive, a venture that seeks to better inform individuals, businesses, and government entities on the complex, interconnected challenges, such as food security and disease, already existing and emerging from a warming planet.
Sweta co-hosts the live weekly radio show “Risky Behavior” on Eaton Radio and is the host and producer of The Center for Climate and Security’s “The Climate and Security Podcast.”
Sweta serves on the board of the Serendipity Foundation, where she funds global non-profits, as well as the boards for America Adapts and We Don’t Have Time.
Sweta is a former civil justice systems program associate at Oxford University’s Centre for Socio‑Legal Studies (CSLS) and an adjunct professor of decision science at Columbia University. She's previously served as the Associate Director for the Institute on Science for Global Policy (ISGP). Prior to ISGP, Sweta served as the chief behavioural scientist at Lootok Ltd., a risk management-consulting firm.
Sweta is regularly interviewed on major international news media outlets including CNN, the BBC, MSNBC, Fox News Channel, CBSN, Sky News, CGTN, NZTV, i24, OAN, MSNBC, ABC, and Newsmax to name a few. She has written extensively in peer-reviewed journals, is co‑author of the book “Pharmaceutical and Medical Device Safety: A Study in Public and Private Regulation,” (Hart Publishing) and is currently working on her second book on how unfounded public panic impedes human progress.
She earned her doctorate in risk management from King’s College London, and her undergraduate degrees in Decision Science and International Relations from Carnegie Mellon University.
Director of Climate Change, Principles for Responsible Investment and Finance Co-lead, COP26 High Level Climate Action Champions Team
Sagarika leads the PRI’s climate change programme. The PRI is the world’s leading proponent of responsible investment, with over 4,000 signatories around the world. The PRI’s climate programme focuses on supporting investors in acting on climate risk and opportunity, including a focus on TCFD and on net zero by 2050.
Sagarika is on part-time secondment to the COP26 High-level Climate Action Champions co-leading on finance. This includes the UN-backed Race to Zero campaign and the Glasgow Financial Alliance for Net Zero, convened by Mark Carney and the Climate Action Champions.
Sagarika joined the PRI in 2013 in an investment practices role. In 2015, Sagarika worked with PRI signatories on the Montreal Carbon Pledge, a global investor initiative towards the Paris Agreement. In 2016, she was seconded to PRI signatory Aviva Investors to support development of the TCFD recommendations. Sagarika has developed the PRI’s collaboration with China, building on PRI input to the 2016 G20 Green Finance Study Group. Sagarika currently co-leads the green finance study group of the China Council for International Cooperation on Environment and Development.
Prior to PRI, Sagarika worked for over ten years at F&C Asset Management and at European retailer Kingfisher (B&Q) sourcing FSC timber. Sagarika has served as an investment committee member at the Joseph Rowntree Foundation and a charity trustee at Earthwatch for over five years. She has an MSc in Development Studies from University of London and a BA in Social and Political Sciences from the University of Cambridge. Sagarika is bilingual in English and Bengali.
Senior Adviser at the Investor Forum
Victoria is a Senior Adviser at the Investor Forum. The Investor Forum is a not-for-profit organisation set up to facilitate collective engagements with UK-listed companies, and counts amongst its members many of the UK’s largest investment firms. She leads a number of ‘Stewardship-360’ projects, including on climate change, plastic pollution and working practices.
In her Non-Executive roles, Victoria is a member of the Investment Committee for the National Trust’s endowment fund, and a member of the Finance and Investment Committee of the Global Crop Diversity Trust. She is also on the Advisory Board of the Dutch sustainable global equity manager Ownership Capital BV, and a Director of Henderson Smaller Companies Investment Trust plc.
Prior to joining the Investor Forum, Victoria was an investment manager at the Wellcome Trust. She started her career as an investment consultant at Lane Clark & Peacock.
Head of Not-for-Profit - Europe & IMETA
Amit is responsible for strategy and growth of Mercer’s fiduciary management business in Europe. He is also leads on growth markets in the Middle East, Africa and Latin America, and Asia.
He joined Mercer in 2007 from Santander Asset Management, where he had been responsible for developing and establishing the global institutional infrastructure. Prior to this, at Northern Trust Global Investments, he helped expand the business in the UK, Ireland and the Nordics.
Amit graduated with an honour's degree in economics, specialising in corporate finance and biology from Keele University. He is an associate of the Chartered Insurance Institute and is IMC qualified. Alongside this he is regulated to provide investment services in Hong Kong and Singapore.
Investment Consultant, Not-for-Profit
Tom is responsible for clients with assets ranging from £15m to £700m in Mercer’s endowments and foundations business. He also works on a project basis to develop solutions for client challenges and has a particular interest in sustainable investment.
He joined Mercer in 2012 with a BSc (Hons) in mathematics from the University of St Andrews, along with an MSc in Finance and Investment from the University of Edinburgh. He is also a CFA Charter holder and is “threshold competent” under the FCA regulator scheme.
Senior Investment Consultant
Lucy is responsible for providing investment consultancy services to a range of pension fund, foundation and endowment clients. She specialises in sustainable investment, climate change, and dynamic asset allocation and manager selection.
She joined Mercer in 2007 and is a partner in the investment consulting department. She has been an associate of the UK Society of Investment Professionals since 1986 and was awarded the Chartered Financial Analyst charter. She is also a member of the Mercer’s global dynamic asset allocation committee.
Lucy has a master’s degree with honours in history from Trinity College, Cambridge.
Senior Portfolio Manager – Hedge Funds
Tom is responsible for managing hedge fund portfolios, specialising in due diligence, selection and portfolio construction. He is also a member of Mercer’s diversifying alternatives ratings review committee.
He joined Mercer in 2018, from Univest Company where he was responsible for managing the global hedge fund portfolio as part of Unilever’s in-house pension investments team. In 2017, Tom was named Chief Investment Officer Magazine’s top 40 under 40 list of asset owners.
Tom has a master’s degree in management from Babson College, and a bachelor’s degree with honours in business administration from Seton Hall University. He is also a Chartered Financial Analyst charter holder.
Private Equity Specialist
Ania is responsible for the evaluating and reviewing private equity managers and co-investments, with a focus on France and southern Europe. She is part of Mercer alternatives investments private markets group in Zurich.
She joined Mercer in 2020 from Lombard Odier, Geneva where she was responsible for the European private equity program and global real assets. She also launched the asset manager’s first impact private equity fund. Prior to this she worked at Morgan Stanley as a real estate private equity associate, where she was responsible for new acquisitions and asset management in central Europe and the Nordics.
Ania holds an MBA from Instituto de Empresa in Madrid, Spain, as well as an MA (Hons) in economics from the University of Cambridge.
Real Estate Specialist
Anne is responsible for strategic real estate advice to Mercer clients. She also focuses on researching real estate investment managers with Pan-European portfolios covering all investment styles at Mercer alternatives.
She joined Mercer in 2019 from LaSalle Investment Management where she was responsible for continental European research and strategy. She previously worked at M&G Real Estate where she was responsible for UK office market forecasting and researching for the M&G European property fund. Anne began her career in the research team of real estate agency DTZ, today Cushman and Wakefield. She also participates in several industry bodies, the Investment Property Forum (IPF), the Society of Property Researchers (SPR) and the European Association of Non-Listed Real Estate Funds (INREV).
Anne holds the IMC and a professional certification in data analysis from the London School of Economics. She holds a bachelor's degree in geography and urban planning from the University of Amsterdam and a Master of Science from the London School of Economics.
Investment Director, Private Markets
Rekha is responsible for supporting UK clients who have assigned the construction of their private market portfolio to Mercer.
She joined Mercer in 1999 and since then she has held a number of positions. Most recently, she was a senior business development consultant, and a senior investment consultant and team leader at Mercer’s Leeds practice, providing advice to clients regarding investment of their assets.
Rekha has a degree in accountancy and financial management from the University of Sheffield and qualified as a Chartered Financial Analyst in 2002.
Principle and Senior Investment Adviser, Dubai
Yaser is responsible for advising family offices, endowment and pension fund clients on asset allocation, investment strategies and portfolio construction. He also leads the development of shariah compliant solutions across the Mercer global platform.
He joined Mercer in 2016 from Emirates Investment Bank, Dubai where he was the chair of the investment committee. He was responsible for managing over $600m of the bank’s public and private investments.
Yaser holds an honours degree in economics from Northwestern University, a Master of Science in foreign service and international relations from Georgetown University and an MBA with high honours from the University of Chicago Booth School of Business. He is also a Chartered Financial Analyst charter holder and a native bilingual Arabic and English speaker.
EMEA & Asia CIO
Niall is responsible for the design, implementation and ongoing supervision of Mercer Investment Management's range of fund solutions, which are available to a wide variety of clients across Europe. He is also responsible for our Discretionary Management services.
He joined Mercer in 2010 from QED in Dublin, where he had been focusing on solution-driven investment opportunities with banks and insurance companies. Prior to this, at Bank of Ireland Global Markets, he created derivative-based solutions along with developing the bank’s LDI product range and inflation-linked solutions.
Niall earned a Gold Medal & first class honours in mathematics from Trinity College Dublin, where he was also a Scholar of the College, along with an Honours MSc from Dublin City University in investments and treasury management in which he finished in first place.
Sustainable Investment Manager Research
Sarika is responsible for researching ethical, environmental and other sustainable investment themed strategies in listed equities. She also works with researchers across asset classes to assess fund managers who incorporate ESG factors into their investment analysis.
Prior to joining Mercer in 2010, she spent three years at RBC wealth management covering various roles within the advisory and discretionary business groups. She also spent two years as an equity research associate at Scotia Capital in Toronto, Canada.
Sarika graduated MBA in finance from the Rotman School of Management, University of Toronto. She is also a Chartered Financial Analyst charter holder.
Head of Not-for-Profit, UK
Paul is responsible for Mercer’s endowment and foundation clients with various governance requirements and provides strategic advice.
He joined Mercer in 2018 from BMO Global Asset Management, where he was vice president. He also has extensive experience in fund management. He previously worked at Cazenove Capital, where he was responsible for managing investments for charities, as well as heading the charities team at Baring Asset Management and Bank of Montreal.
Paul has an LLB from the University of Edinburgh Law School and an MA (Hons) in international business from Heriot Watt University. Paul holds the Investment Advice Diploma and has completed units 1 and 2 of the CISI Master’s program. Paul is a trustee and chairman of a UK medical awareness charity.
Partner of Collaborative Fund and Columnist, The Wall Street Journal and The Motley Fool
Morgan Housel is a partner at The Collaborative Fund and a former columnist at The Motley Fool and The Wall Street Journal. He is a two-time winner of the Best in Business award from the Society of American Business Editors and Writers, the New York Times Sidney Award, a two-time finalist for the Gerald Loeb Award for Distinguished Business and Financial Journalism, and the Columbia Journalism Review for the Best Business Writing 2012 anthology. In 2013 he was a finalist for the Scripps Howard Award.
Jonathan Brelsford, CFA, CAIA
Senior Vice President of Finance and Investments, The Pittsburgh Foundation
Jonathan Brelsford is responsible for the financial stewardship of donated assets as well as accounting and investments at the Pittsburgh Foundation. He works hand-in-hand with the Foundation’s president and CEO, investment consultants and board of directors.
Before joining the Foundation, Jonathan worked with Mellon Global Securities Lending, specializing in European financial institutions and asset-backed commercial paper conduits. With nearly 20 years of experience in the finance industry, Jonathan previously served as a mortgage underwriter for NVR Mortgage and in commercial and retail banking for Century National Bank. He also worked in the technology sector, including a period as Director of Professional Services for Personity, a Pittsburgh-based startup. Currently, Jonathan serves on the Finance Committee of Grantmakers of Western Pennsylvania. He previously served in the Technology Affinity Group of the Council on Foundations and on the boards of Steeltown Entertainment Project and Nucleus.
Jonathan earned his bachelor’s degree in industrial management from Carnegie Mellon University. He is a CFA and CAIA. From age 14 to 16, Jonathan lived in England, which resulted in his ongoing obsession with Monty Python, movie quotes and understatement. He and his wife, Dionne, have four children and many pets, including five chickens.
Leslie Lenzo, CFA
Chief Investment Officer, Advocate Health
Leslie K. Lenzo, CFA, is Chief Investment Officer at Advocate Aurora Health in Illinois and Wisconsin. In her role at Advocate Aurora, Leslie oversees the investment of $14 billion in corporate and pension assets. She also oversees the investment options available in the organization’s $8 billion defined contribution plans.
Before joining Advocate Aurora, Leslie was a senior member of the investment team at Northwestern Memorial Healthcare in Chicago. She started her career with the investment program at Partners Health Care in Boston and then moved to the sell side to do equity research covering Healthcare Services at SG Cowen.
Leslie holds a BA in economics and government from Georgetown University and an MBA in finance from Boston University. She is also a CFA® charterholder and serves on the investment committee of the Healthcare Financial Management Association. Leslie lives in Downers Grove with her husband and four young sons.
Co-founder of Stonebridge Wealth Advisors
Leslie North is co-founder of Stonebridge Wealth Advisors, a wealth management firm specializing in working with high-net-worth individuals and families, putting together customized financial strategies that explicitly speak to the needs and nuances of each of its clients.
Leslie holds the Certified Financial Planner and Certified Divorce Financial Analyst designations. She received her bachelor’s degree in economics from DePauw University.
She is a member of the Women’s Board of the Field Museum, the Kenilworth Garden Club and serves as a member of the Finance Committee and Chair of the Investment Committee of the Kappa Kappa Gamma national fraternity and foundation.
Leslie and her husband have raised three children and are recent empty nesters living in Chicago. Their youngest son is at Cal Poly and her older son and daughter also live in Chicago. Leslie’s life outside the office is focused on family, friends and time spent together, traveling and staying active playing golf, enjoying the Chicago lakefront and skiing.
Senior Associate and Senior Consultant
Michelle Beckenbaugh is a senior associate and senior consultant at Mercer working primarily with not-for-profit clients. As a senior consultant, Michelle works to provide and implement customized advice to help ensure clients can carry out their mission.
In addition to her consulting role, Michelle is a member of the Healthcare Strategy Research team. She joined the Mercer team from Pavilion Advisory Group Inc., which was acquired by Mercer in 2018. While at Pavilion Advisory Group Inc., Michelle held a similar position, working with clients across the United States. Previously, Michelle worked for Jeffrey Slocum & Associates, which was acquired by Pavilion Advisory Group Inc. in 2016. Before joining Slocum, Michelle worked as an associate financial planner focusing on comprehensive financial planning and investment advice for individuals.
Michelle earned a Bachelor of Science in business administration (finance) and a Bachelor of Science in biology, with a minor in leadership studies, from Kansas State University. She is a Chartered Financial Analyst (CFA®) charterholder, and is a member of the CFA Institute and CFA Society of Minnesota.
US Wealth Leader
Based in Washington DC, Christine Mahoney is Mercer's US Wealth Leader. Previously, as Global Leader of Strategy for Mercer's Wealth and Health businesses, she was responsible for integrating the firm's global health solution across Mercer Marsh Benefits, MCG and Thomsons Online Benefits, a recent technology acquisition. Before her most recent role, Christine managed the South market and various retirement businesses in the US and was a senior pension actuary working with large multinational retirement plan sponsors on core and strategic consulting projects.
Christine has over 30 years of experience in the industry, including 24 years with Mercer. She joined Mercer following the acquisition of Foster Higgins.
Dave McMillan, CFA
Chief Investment Officer — Hedge Funds
Dave McMillan is Mercer’s Chief Investment Officer for Hedge Funds. He chairs the firm's Hedge Fund Investment Committee and serves on the Hedge Fund Ratings Review Committee. In addition, he is the portfolio manager for several funds offered by Mercer Investment Management, Inc.
In 1999, Dave joined Hammond Associates, which Mercer acquired in 2011. He served as Director of Hedge Funds and was responsible for creating and managing the firm's hedge fund research and consulting efforts. He designed the firm's hedge fund manager due diligence and post-investment manager monitoring processes and shaped Hammond's philosophy for hedge fund portfolio construction.
Dave has constructed more than 40 multi-manager hedge fund portfolios during his career, including customized direct programs and commingled funds. Previously, Dave was responsible for Hammond's traditional manager research efforts. He has over 25 years of experience in the financial, banking and investment advisory industries, including nearly 20 years dedicated to hedge fund research and investing.
Dave has been a featured speaker at various industry conferences on topics including manager selection, hedge fund investing and hedge fund risk monitoring. Dave received a BS/BA degree in finance from the Ohio State University and holds the CFA designation. He is a member of the CFA Institute.
Chris Moore, CFA, CAIA
Chief Investment Officer — Not-for-Profit Segment
Chris Moore is the Chief Investment Officer for Mercer’s Not-for-Profit (NFP) segment. He is responsible for investment activities in the NFP segment, including overseeing asset allocation, manager selection, and strategy implementation for advisory and delegated clients.
Before joining Mercer, Chris was Managing Director and Chief Investment Officer at Summit Strategies Group and was with the firm for 11 years prior to its acquisition by Mercer 2018. His experience includes working with multiple client types, including endowments, foundations, healthcare systems and insurance funds. He was responsible for leading the firm’s strategic and tactical asset allocation recommendations and managing Summit’s risk management infrastructure. In his early days with Summit Strategies Group, Chris co-led the hedge fund group, where he had co-responsibility for manager selection and portfolio construction. Before joining Summit in 2007, Chris worked for NISA Investment Advisors as a fixed income portfolio manager and trader.
Chris holds a BS in biochemical engineering from the University of Missouri and an MBA from Washington University’s John M. Olin School of Business. He is a CFA® charterholder, CAIA charterholder and a member of the CFA Society of St. Louis. He currently serves as a member of the St. Louis Zoo’s Investment Committee.
Keith Mote, CFA
US Not-for-Profit Business Leader
Keith Mote leads Pavilion, a Mercer practice, a specialized team within Mercer providing investment advisory services to not-for-profit institutions, including healthcare systems, university endowments, public and private foundations. Keith’s responsibilities include business management, staff leadership, business development and client relationship management.
Before joining Mercer, Keith was President and Managing Director of Pavilion Advisory Group Inc. In this role, he led the firm’s institutional advisory business across North America. He previously served as a partner with Mercer, leading the firm’s Endowment, Foundation and Health Care practices, and was Director of Consulting at Hammond Associates, a national investment consulting firm specializing in advising endowments and foundations.
Keith’s professional experience includes working as a registered representative advising private wealth investors and serving as an officer on active duty in the US Army, attaining the rank of captain. Keith holds an MBA from the John M. Olin School of Business at Washington University in St. Louis and a Bachelor of Science in mechanical engineering from Texas A&M University. He is a CFA® charterholder and member of the CFA Institute and the CFA Society of Chicago.
Senior Investment Research
Nolan O’Neill is Head of North American Fixed Income. His responsibilities include coordinating the North American Fixed Income manager research teams across all US and Canadian offices and representing the group to consultants, clients and senior management. His in-depth knowledge of investment managers and capital markets, and experience working with a variety of client types, allows him to serve as a resource across Mercer’s client base. Nolan also is a voting member of the US Fixed Income, Canadian and Private Debt Rating Review Committees and the Mainstream Asset Global Investment Committee, which oversees OCIO portfolios.
Before joining Mercer, Nolan served as the Director of Manager Research at Pavilion Advisory Group, which Mercer acquired in 2018. He also served as Director of Fixed Income at Jeffrey Slocum & Associates, which he joined in 2005.
Nolan holds a BA in finance from the University of Minnesota’s Carlson School of Management and an MBA from the Booth School of Business at the University of Chicago. He is a CFA® charterholder and a member of the CFA Society of Minnesota.
Alternatives Private Equity Group
Amy Ridge is a principal in Mercer’s private equity group. She leads diverse manager research and investing, helping clients close a critical gap in their portfolios — allocating capital to minority and women private markets funds. Amy serves as Chair of Mercer’s DEI Investment Committee and is a member of Mercer’s Private Equity Ratings Review Committee, Private Debt Ratings Review Committee and Sustainable Opportunities’ Investment Committee.
Amy leads and co-leads numerous client relationships, providing annual pacing, customized pipelines, portfolio plans and due diligence projects. She often presents recommendations to client boards and investment committees.
Amy has 15 years of private equity experience, including 12 years at Mercer and Pavilion Alternatives, which was acquired by Mercer in 2018. She holds a BA in finance from the University of San Francisco. Before joining Mercer, Amy spent almost three years at TorreyCove (now Aksia), where she was part of the private equity consulting group.
Shaum Shrinivas, CFA
Senior Investment Consultant and Portfolio Manager
Shaum Shrinivas is a principal and senior investment consultant at Mercer. He works with endowments, foundations and other non-profit organizations on all aspects of their investment portfolio, including investment policy creation, asset allocation and manager selection.
Shaum is also a member of the firm’s global investment strategy research team. In that role, he serves on the firm’s Capital Markets, Dynamic Asset Allocation, Not-for-Profit and Target Date Fund investment committees. These committees oversee the firm’s portfolio construction process. Additionally, he is a member of manager rating review committees responsible for oversight of the manager research process. Shaum helps publish the firm's Market Environment and Dynamic Asset Allocation Reports, which provide analysis and commentary on the current macroeconomic and capital market environment. He is also responsible for developing and maintaining Mercer’s capital market assumptions and related toolkits. Shaum leads the economic and market discussion during the firm's weekly internal meetings.
Shaum graduated summa cum laude from Saint Louis University with a BSBA in finance. He has received the Chartered Financial Analyst (CFA) designation and is currently a Level II CAIA candidate. Shaum previously served as Treasurer for the CFA Society of St. Louis. Before joining Mercer, he worked at Hammond Associates in various research and consulting roles of increasing responsibility. He started his career working in several different positions at Edward Jones.
Cori Trautvetter, CAIA
Foundations Segment Co-Leader
Cori Trautvetter is a partner and serves as co-leader for Pavilion’s Not-for-Profit Foundation segment. She is based in St. Louis and is part of the firm’s Not-for-Profit Investment Committee, Endowment & Foundations and Sustainability Strategic Research teams. Cori also leads Mercer’s US Diversity, Equity and Inclusion (DEI) Advisory Committee and is Mercer’s representative on the Institutional Investing Diversity Cooperative. Before joining Mercer, Cori was a managing director at Pavilion Advisory Group Inc. before its acquisition by Mercer in 2018. In this role, Cori provided strategic investment advice to endowments, foundations, defined contribution plans, defined benefits plans, healthcare organizations and Taft-Hartley funds, and headed up the firm’s Endowment and Foundation Practice. Cori joined Pavilion Advisory Group Inc. in 2000.
Before joining Pavilion Advisory Group Inc., Cori served for five years as an associate banker at Illini Bank in Springfield, Illinois. At Illini Bank, her responsibilities included managing consumer loans for numerous clients.
Cori is a member of the Chartered Alternative Investment Analyst (CAIA) Association. She earned a Bachelor of Science degree in finance from Eastern Illinois University.
October 5, 2021
Europe and Middle East
10:00 am - 1:00 pm BST
1:00 - 4:00 pm GST
5:00 - 8:00 pm ET
2:00 - 5:00 pm ET
1:00 - 4:00 pm CST
11:00 am - 2:00 pm PDT
7:00 - 10:00 pm BS