Gina McCafferty has 30 years of experience in the financial services industry. She served at Cutter from 1999 to 2011 as Principal and Managing Director of CutterResearch, and she was instrumental in growing that business. Gina returned to Cutter in 2017, and established and ran the company’s Wealth Management research division. In 2019, she was appointed to Head of Research, responsible for Asset Management and Wealth Management product development and delivery to over 200 member firms around the globe. Gina was previously at Investit Ltd., where she served for six years as head of the company’s research service. Prior to that, she held senior positions at DST International with product responsibility for their global accounting and performance measurement systems, and at SunGard as Vice President of Client Services for their securities trading products.
Subramanian brings over 25 years of industry experience in investment management and technology solutions to Cutter Associates, where he heads the Public Funds practice, providing thought leadership, strategic and tactical advice to public pension funds, endowments, and sovereign wealth funds.
In addition to public funds, Shankar has significant experience with buy side asset management firms, insurance firms, across public and private markets. He brings a deep understanding of the full investment life cycle from Portfolio Management and Trading through middle and back office processes and technologies. He is a regular featured speaker at Cutter Associates member events.
Shankar previously held senior consulting roles at PriceWaterhouseCoopers and IBM. Shankar earned his B.S. from the Indian Institute of Technology and his M.B.A. from the Indian Institute of Management.
Wil Hiles is a Public Equity Investment Officer within the Investment Division at the Oregon State Treasury (OST). The Investment Division manages, on behalf of Oregonians, a portfolio of $100 billion, including the Oregon Public Employees Retirement Fund (OPERF) at approximately $75 billion. At OST, Wil supports the Public Equity team’s day-to-day activities by conducting due diligence on existing and prospective investments, market research, manager searches, and other ad hoc analyses. Wil serves as a key contact for external investment managers, the custodian bank, and other third-party service providers. In addition, Wil is a portfolio manager and trader on OPERF’s internally-managed portfolios. Prior to joining OST in 2016, Wil worked with other institutional clients at RVK, an investment consulting firm headquartered in Portland, OR. Wil received a bachelor’s in Finance from Linfield College and a Masters in Finance from Pacific University.
Jared Stout is the Senior Risk Manager for the Texas Permanent School Fund. Prior to being the Senior Risk Manager, Jared served in various roles from Investment Analyst I to Managing Director on the Global Public Equity team for the Fund. Before entering the public sector, Jared was the Due Diligence Analyst and an Investment Consultant for Kestra Financial (formerly NFP). Jared received an MBA from the University of Texas at Austin, McCombs School of Business. He also received a BBA in Finance from Texas State University, McCoy College of Business Administration with Cum Laude Honors.
Lee Trenum is the Director, Manager Research. He leads the investment manager research effort, conducting meetings and manager evaluation in support of the Vantagepoint Funds. Mr. Trenum has 22 years of experience in the investment industry.
Prior to joining the firm in 1999, Mr. Trenum worked as a financial representative at Pace Financial Network and, prior to that, at New York Life. His experience includes client relationship management, sales and marketing, and business development.
He received a Bachelor of Arts degree in Economics from George Mason University. He has earned the Chartered Financial Analyst® (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation. He is a member of the CFA Society of Washington, D.C.