Equities
Brian McDonnell
Global Head of Pension Practice
Alex Pekker
Investment Managing Director, Pension Practice
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Head of North American Pensions
Sona Menon is the Head of Cambridge Associate’s North American Pension Practice. Based in Boston, she also serves as an Outsourced Chief Investment Officer (OCIO) for the firm. Sona has been with Cambridge Associates since 2001 and brings nearly 23 years of investment industry experience to her clients.
Sona works with a variety of institutional investors that include corporate, public, multiemployer, and non-profit plan sponsors; health care institutions; and other investors with multi-asset pools. As an OCIO, Sona serves in both fully discretionary and non-discretionary capacities, overseeing plans’ investment portfolios. Sona has authored and contributed to several research papers on key investment topics impacting the North American pension industry and regularly speaks at industry conferences.
Sona began her tenure at Cambridge Associates building endowment portfolios. Prior to her senior roles in the Pension Practice, Sona spent over two years working in Cambridge Associates’ London office, where she served institutional investors located in the United Kingdom, continental Europe, and the Middle East. Prior to joining the firm, she worked at JP Morgan in the sovereign risk research department, as well as on the emerging markets sales and foreign exchange trading desks.
Alex Pekker
Investments Managing Director, Pensions
Alexander Pekker is a Managing Director at Cambridge Associates, specializing in asset allocation, investment strategy design, risk management, asset/liability analysis, and fixed income portfolio construction. Alex joined Cambridge Associates in 2016 and has over a decade of investment experience working with retirement plans, healthcare institutions, and insurance companies.
A key contributor to pension investment strategy research, he authored papers on corporate and multiemployer pension strategy, liability-hedging portfolio design and implementation, and fixed income management. His research appears in industry publications, and he presents at conferences hosted by the Society of Actuaries, P&I and others.
Prior to joining Cambridge Associates, Alex was the Director of Quantitative Strategies at Sage Advisory Services, where he led the quantitative strategies group in developing customized investment solutions for institutional investors. Prior to Sage, he worked at Wilshire Associates in fixed income analytics and at Mercer in actuarial consulting.
Brian McDonnell
Global Head of Pensions
Brian is the Global Head of Cambridge Associates’ Pension Practice and has more than 15 years of investment experience. He joined Cambridge Associates in 2008 and 2008 and oversees the firm’s work with more than 150 plan sponsors globally, including public, multiemployer, and non-profit plan sponsors; healthcare institutions; and other institutional investors with multi-asset pools. Brian also works directly with clients, managing portfolios on their behalf and serving as an extension to plan sponsors’ in-house investment teams.
Brian is a regular speaker at global industry events, including for organizations such as Pension Bridge, Institutional Investor, the National Associations of Corporate Treasurers, and the Committee on Investment of Employee Benefit Plan Assets (CIEBA). He has contributed to several Cambridge Associates publications on strategic pension plan management, including ABalancing Act: Strategies for Financial Executives in Managing Pension Risk.
Before joining Cambridge Associates, Brian was a Senior Associate at Parthenon Capital, a middle-market market private equity firm in Boston. Prior to this, he covered the transportation industry as an Investment Banking Analyst at Morgan Stanley in New York City.
Outlook 2022: Flying at a Lower Altitude Video Series
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Celia Dallas, Chief Investment Strategist
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Wade O’Brien, Managing Director, Global Investment Research
Meisan Lim, Managing Director, Global Investment Research
Flying at a Lower Altitude: Venture Capital and Private Equity
Theresa Sorrentino Hajer, Head of US Venture Capital
EQUITIES
Sona Menon
KEVIN ROSENBAUM
with
Sona Menon
North American Head of Pension Practice
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Michael Larsen
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Venture Capital
Investing in a Recessionary Environment, Market Trends and Opportunities
VENTURE CAPITAL &
PRIVATE EQUITY
Venture Capital and
Private Equity
DIVERSIFICATION
Diversification
WADE O'BRIEN
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ACTIVE
MANAGEMENT
LIQIAN MA
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Active Management
CELIA DALLAS
Chief Investment Strategist
Overview
OVERVIEW
THERESA Sorrentino Hajer
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Featured Speakers
View Research Paper
Contact Us
with
Head of Capital Markets Research
Head of Sustainable and Impact Investing Research
Managing Director, Global Investment Research
Meisan Lim
Managing Director, Global Investment Research
with
Head of US Venture Capital
Read our Outlook 2022: Flying at a Lower Altitude insight or contact us.
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