Speaker
Mark Yusko
| Mark formed Morgan Creek Capital Management in July of 2004 to provide investment advisory services based on the University Endowment model of investment management to a wide range of clients. MCCM will provide best-in-class thinking about asset allocation, manager selection and portfolio construction to wealthy families and institutional investors and individual investors through advisory relationships, proprietary discretionary products, and through commingled vehicles formed in joint venture partnerships with Salient Partners and Hatteras Partners. Morgan Creek will serve as an outsourced investment office for select families and institutions, providing a full range of investment management services based on an investment philosophy developed in more than a decade of managing large University portfolios. Prior to forming MCCM, Mark served as the Chief Investment Officer for the University of North Carolina at Chapel Hill from 1998 to 2004. Mark, and his team, founded the UNC Management Company in July of 2002 to provide comprehensive investment advisory services to the University including providing strategic and tactical asset allocation recommendations to the Board, investment manager selection, manager performance evaluation, spending policy management and performance reporting. The Management Company was also responsible for providing Cash Management and Planned Giving Management services as well as aiding in the commercialization of University technology and real estate development projects. UNCMC provided investment management services to select schools within the UNC System. Total assets under management were $1.5 billion, $1.2 billion of Endowment and $300 million of University working capital. Prior to joining UNC, Mark was the Senior Investment Director for the University of Notre Dame Investment Office, where he joined as the Assistant Investment Officer, in October of 1993. He worked with the Chief Investment Officer in all aspects of Endowment Management including asset allocation, investment manager selection, manager performance evaluation, spending policy management and reporting to the Board of Trustees. Mark was primarily responsible for portfolio construction and was actively involved in establishing and building strong programs in real estate, private equity and marketable alternatives. At both Notre Dame and at UNC, Mark co-founded the Applied Investment Management course where a select group of students actively managed a live equity portfolio. The class focused on the integration of academic investment theory and the practical investment management process, and has enjoyed tremendous success since inception. Mark received his Bachelor of Science Degree, with honors, in Biology and Chemistry from the University of Notre Dame in 1985 and a Masters of Business Administration in Accounting and Finance from the University of Chicago in 1987. Previous experience includes positions in portfolio management, investment marketing, financial analysis and management consulting. Mark is an active speaker on investment topics ranging from asset allocation to manager selection, with a particular emphasis on the integration of alternative investments into traditional portfolios. Mark is an Advisory Board member of a number of private capital partnerships and alternative investment programs and has served as a consultant on alternative investments to a select group of institutions. |
