CIO NextGen: Nominations Open

It’s time for asset owners and managers to help spotlight the industry's best up-and-comers.

Do you know a spectacular rising star who deserves some special recognition? For the third installment of CIO’s NextGen list, we’re inviting asset owners and managers to champion the brightest rising stars of the industry.

From your nominations, CIO will select 25 future leaders to be profiled in candid Q-and-As that highlight their skills and interests. NextGen replaced our Forty Under Forty list, which means candidates can be 29 to 49 years old, male or female, from any allocation fund in the world. Additionally, nominees can be former Forty Under Forty or NextGen achievers but cannot repeat from last year.

Both asset owners and managers can make nominations, but those selected must work for asset owners. 

This is not just an ego boost for these individuals. As with our previous Forties, NextGens have been able to break the glass ceilings and enter the upper echelons of the industry. Make a good case for them though, because there is a high volume of submissions.

Since she was featured in 2019, Elizabeth Jourdan won the title of NextGen of the Year and is now directing Mercy’s investment office. Jenny Chan was the senior investment officer for the Doris Duke Charitable Foundation, an organization she worked at for 11 years. By August, she had been named CIO of the Children’s Hospital of Philadelphia. Chaya Slain, now CIO of AdCap management, has a similar story. Ryan Bailey moved from head of investments at Children’s Health to being a managing partner and founder at Pacenote Capital; Benjamin Frede was promoted to senior portfolio manager—private equity and private credit at the Public School & Education Employee Retirement Systems of Missouri; Christie Hamilton moved to head of investments from investment director at Children’s Health; Thomas Lefler transitioned from director of absolute return at Raytheon to CIO at Eagle Advisors; Ruchit Shah was promoted to acting CIO at the Texas Treasury Safekeeping Trust Company; and Terence Thompson departed his position as investment manager at Blue Cross Blue Shield of Arizona to work as a director of investments at a single family office; Mark Shulgan is the new growth equity managing director at OMERS, after working as the senior portfolio manager for thematic investing at the Canada Pension Plan Investment Board (CPPIB) at the time of his profileCharles Wu, another previous NextGen, was promoted to deputy CIO of Australia’s State Super.

Nominations, of course, will be kept anonymous to provide the best experience possible. To nominate, please answer this questionnaire about who you think is the next big investment rock star. If more than one candidate comes to mind, feel free to feature multiple nominations in your answers, and please incorporate as much detail as possible in your responses.

A few rules:

  1. Nominees must be asset owners working in public or private pension plans, endowments or foundations, sovereign wealth funds, and/or single-family offices (they cannot be asset managers, outsourced-CIOs, or multi-family offices).
  2. Nominees must be senior investment professionals in a CIO’s investment office or report to CIOs.
  3. Nominees must be under the age of 49.

The nomination process will close on March 18.


Related Stories:

Class of 2019 NextGens

Class of 2018 NextGen

Elizabeth Jourdan NextGen of the Year

Jenny Chan Becomes CIO of Philly Children’s Hospital

By Staff