Capital Allocators

NAIC has engaged with over 80 capital allocators via the NAIC Institutional Roadshows and its regular course of business. These capital allocators manage over $2.5 trillion collectively. Additionally, NAIC has engaged with eight investment advisors with close to $7 trillion under advisement in the aggregate.

Assets Under Management:

$7.6

billion

Total Commitments:

321

New Jersey Division of Investment (NJDI) is a public pension fund based in Trenton, New Jersey. Established in 1950, the division is under the supervision of the State Investment Council, one of the largest pension fund managers in the United States. The pension fund supports the retirement plans of active and retired employees in seven public pension systems, namely the Consolidated Police & Firemen’s Pension Fund, the Judicial Retirement System, the Police & Firemen’s Retirement System, the Prison Officers Pension Fund, the Public Employees’ Retirement System, the State Police Retirement System and the Teachers’ Pension & Annuity Fund. NJDI is governed by the sixteen members of the state investment council.
Contact Information

Address

PO Box 290
Trenton, New Jersey
Elizabeth Muoio
State Treasurer
Assets Under Management:

$60.78

billion

New York City Employees’ Retirement System is a cost-sharing multi-employer defined-benefit public pension fund based in Long Island City, New York. Established in 1920, NYCERS is a retirement plan for public sector employees which provides retirement allowances based on a member’s years of service, age and compensation base. The plan also provides other types of benefits such as loans, disability and death benefits. All the benefits payable from the pension fund is funded by employee and employer contributions and from earnings on the invested assets of the system. The mission of the New York City Employees’ Retirement System is to administer the statutory pension benefits of the members, retirees, and beneficiaries. The assets of the pension fund are managed by a eleven member Board of Trustees
Contact Information

Address

30-30 47th Avenue Suite 1010
Long Island City, New York 11101
Alex Done
Deputy Chief Investment Officer- Private Markets
Open to First-Time Funds?

Growth Equity Only

Assets Under Management:

$216.2

billion

New York State Common Retirement Fund (NYSCRF) is a public pension fund based in Albany, New York. Established in 1967, NYSCRF provides retirement and pension benefits to the policemen, firefighter personnel and other eligible participants. The pension fund is managed and administrated by the Investment Advisory Committee, who reviews the strategic plan of each Common Retirement Fund asset class and monitors the Common Retirement Fund’s risk profile, investment activity and performance on a periodic basis.
Contact Information

Address

110 State Street
Albany, New York 12236
Brian Hughes
Fund Manager, Private Equity
Open to First-Time Funds?

Yes

Assets Under Management:

$15.9

billion

New York State Insurance Fund (NYSIF) is an insurance company based in Albany, New York. Established in 1914, the company provides insurance and financial services to individual and institutional customers. The company also offers workers’ compensation and disability benefits insurance and safety and risk management solutions and workplace safety program services. The assets of the company are managed by the board of commissioners.
Contact Information

Address

1 Watervliet Avenue Extension
Albany, New York
Eric Madoff
Executive Director & Chief Executive Officer
Assets Under Management:

$114.08

billion

New York State Teachers’ Retirement System (NYSTRS) is a defined benefit public pension fund based in Albany, New York. Established in 1921, it provides retirement, disability and death benefits to eligible New York State public school teachers and administrators. The assets of the pension fund are managed by a ten-member retirement board and an investment committee which sets policy and oversees system operations.
Contact Information

Address

10 Corporate Woods Drive
Albany, New York 12211
Thomas Lee
Executive Director & Chief Investment Officer
Open to First-Time Funds?

Yes

Assets Under Management:

$14.6

billion

Total Commitments:

179

Ohio School Employees Retirement System is a multi-employer defined benefit public pension fund based in Columbus, Ohio. Established in 1937, the cost-sharing retirement system provide pensions and access to health care coverage for people who serve in schools. The members include bus drivers, custodians, administrators, administrative assistants, food service providers and anyone who works for a school or school system in a non-teaching position. The assets are managed by a nine-member Retirement Board.
Contact Information

Address

300 East Broad Street
Columbus, Ohio
Farouki A. Majeed
Chief Investment Officer
Open to First-Time Funds?

Yes

Oregon Investment Council

Assets Under Management:

$75

billion

Total Commitments:

142

Oregon Investment Council (OIC) is a public pension fund based in Salem, Oregon. Established in 1968, the council manages and invests all State of Oregon funds, including the Oregon Public Employees Retirement Fund, the State Accident Insurance Fund, and Oregon Common School Fund. The assets of the pension fund are managed by the Investment Council Members.
Contact Information

Address

350 Winter Street North-East
Salem, Oregon
Ricardo Lopez
Investment Analyst II
Open to First-Time Funds?

Yes

Assets Under Management:

$51.3

billion

Total Commitments:

471

Pennsylvania Public School Employees Retirement (PA PSERS) is a public pension fund based in Harrisburg, Pennsylvania. Established in 1917, the plan is a defined benefit plan, that provides retirement and pension benefits to the eligible participants.PA PSERS returned 3.49 percent over three years, 5.47 percent over five years, and 2.8 percent over ten years.The assets of the pension fund are managed and governed by the board of trustees, who are further assisted by the finance committee.
Contact Information

Address

5 North Fifth Street
Harrisburg, Pennsylvania
Charles J. Spiller
Deputy Chief Investment Officer, Non-Traditional Investments
Open to First-Time Funds?

Yes

Assets Under Management:

$51.3

billion

Pennsylvania Public School Employees Retirement (PA PSERS) is a public pension fund based in Harrisburg, Pennsylvania. Established in 1917, the plan is a defined benefit plan, that provides retirement and pension benefits to the eligible participants.PA PSERS returned 3.49 percent over three years, 5.47 percent over five years, and 2.8 percent over ten years.The assets of the pension fund are managed and governed by the board of trustees, who are further assisted by the finance committee.
Contact Information

Address

5 North Fifth Street
Harrisburg, Pennsylvania 17101
Charles Spiller
Deputy Chief Investment Officer, Non-Traditional Investments
Open to First-Time Funds?

Yes

Assets Under Management:

$27

billion

Pennsylvania State Employees’ Retirement System is a multi-employer cost-sharing defined benefit public pension fund based in Harrisburg, Pennsylvania. Established in 1923, the plan provides retirement, annuity, health and disability benefits to the eligible government employees. It primarily invests in alternative investment strategies including buyouts, distressed debt, turnarounds, energy, oil & gas, international private equity, limited partnership secondaries, mezzanine and venture capital. The assets are managed by a eleven member Retirement Board.
Contact Information

Address

30 North Third Street Suite 150
Harrisburg, Pennsylvania 17101-1716
James Nolan
Chief Investment Officer
Open to First-Time Funds?

Yes

Assets Under Management:

$1.1

billion

Total Commitments:

2

Pittsburgh Foundation is an independent foundation located in Pittsburgh, Pennsylvania. Established in 1945, the foundation works to improve the quality of life in the Pittsburgh region by evaluating and addressing community issues, promoting responsible philanthropy, and connecting donors to the critical needs of the community. The assets of the foundation are governed and managed by the Board of Directors.
Contact Information

Address

5 PPG Place
Pittsburgh, Pennsylvania
Jonathan Brelsford
Senior Vice President, Finance and Investments
Assets Under Management:

$10.5

billion

Total Commitments:

191

Public Safety Personnel Retirement System of the State of Arizona (PSPRS) is a public pension fund based in Phoenix, Arizona. Established in 1968, the mission of PSPRS is to invest, secure and manage responsibly the retirement funds of the members in accordance with all legal, investment and financial requirements. The plan is managed and administered by the executive management team.
Contact Information

Address

3010 East Camelback Road
Phoenix, Arizona
Mark Steed
Chief Investment Officer and Member of the Executive Team
Open to First-Time Funds?

Yes

Assets Under Management:

$43.7

billion

Total Commitments:

160

Public School and Education Employee Retirement Systems of Missouri (PSRS/PEERS) is a public pension fund based in Jefferson City, Missouri. Established in 1945, the Public School Retirement System of Missouri and the Public Education Employee Retirement System of Missouri (PSRS and PEERS) work in partnership with the member school districts of the state to provide eligible employees and their beneficiaries with a significant source of income based on the employee’s length of service and compensation in order to enhance retirement, disability and death benefits received from other sources. The fund provides service retirement, disability and survivor benefits to public school teachers, school employees and their families. The assets of the pension fund are managed and governed by the board of trustees.
Contact Information

Address

3210 West Truman Boulevard
Jefferson City, Missouri
Craig Husting
Assistant Executive Director, Investments & Chief Investment Officer
Assets Under Management:

$854

million

Total Commitments:

38

Public School Retirement System of the City of St. Louis (PSRSSTL) is a public pension fund based in Saint Louis, Missouri. Established in 1944, the mission of PSRSSTL is to enhance the well-being and financial security of its members, retirees and beneficiaries through benefit programs and services that are soundly financed and prudently administered in an effective and efficient manner. Member contributions, employer contributions and investment earnings on the plan’s assets fund the plan’s benefits. The plan provides retirement, disability, death, and survivor benefits for employees of the St. Louis Public School District, PSRSSTL, Charter Schools located within the St. Louis Public School District, and certain employees of Harris-Stowe State College. An eleven member board of trustee is responsible for general administration of PSRSSTL as well as investment of the system’s assets.
Contact Information

Address

3641 Olive Street
Saint Louis, Missouri
Andrew Clark
Executive Director
Open to First-Time Funds?

No

Assets Under Management:

$10.72

billion

Chicago Teachers’ Pension Fund is a defined benefit public pension fund based in Chicago, Illinois. Established in 1895, the pension fund provides retirement, survivor and disability benefits for certain certified teachers and employees of the Chicago Public Schools. CTPF manages member’s assets and administers entitlements and benefits. CTPF is governed by a 12-member Board of Trustees, six are elected by the teacher contributors, three are elected by the annuitants, one is elected by the principal contributors and two are appointed by the employer, Board of Education.
Contact Information

Address

203 North LaSalle Street Suite 2600
Chicago, Illinois 60601
Andrew Kelsen
Portfolio Manager of Alternative Investments
Open to First-Time Funds?

Yes

Assets Under Management:

$1.1

billion

Total Commitments:

1

Saint Louis University manages an endowment fund which is based in Saint Louis, Missouri. The endowment fund provides both stability and flexibility for the University. The University invests the endowed funds and uses a portion of the income for the purpose the donor specifies, while the remainder is reinvested in the fund to keep pace with inflation. The assets of the endowment fund are managed by the board of trustees.
Contact Information

Address

1 North Grand Boulevard
Saint Louis, Missouri
Gary Whitworth
Treasurer & Chief Investment Officer
Assets Under Management:

$32

billion

Total Commitments:

99

South Carolina Retirement System Investment Commission is a public pension fund based in Columbia, South Carolina. Established in 2005, RSIC manages the assets of the state’s defined benefit plans solely in the interest of participants and beneficiaries and for the exclusive purpose of providing benefits and paying plan expenses. The assets are managed by a seven-member Commission, including the State Treasurer, the Director of the Public Employee Benefit Authority (PEBA), and a retired member of the systems.
Contact Information

Address

1201 Main Street
Columbia, South Carolina
Geoffrey Berg
Chief Investment Officer
Open to First-Time Funds?

Yes

St. Louis Employees Retirement System

Assets Under Management:

$827

million

St. Louis Employees Retirement System is a cost-sharing, multiple-employer, defined benefit public pension fund based in Saint Louis, Missouri. Founded in 1960, the plan provides retirement, disability and death benefits to public employees and certain other public entities funded by or providing services to residents of the of the city of Saint Louis, Missouri and their eligible beneficiaries. The pension plan is governed by a six-member board of trustees who are responsible for the establishment of policy and rules as may be necessary for the administration and operation of the retirement system.
Contact Information

Address

1114 Market Street
Saint Louis, Missouri
Denise Droege
Pension Fund Manager
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