Type: Press Release

John Stuntebeck Appointed Director – Client Development at TIFF Investment Management

Radnor, PA – May 7, 2024 – TIFF Investment Management (“TIFF”), an institutional asset management firm delivering comprehensive outsourced CIO (OCIO) and private markets solutions primarily to nonprofits today announced the appointment of John Stuntebeck as a Director – Client Development within its Client CIO Group.

Mr. Stuntebeck will be instrumental in cultivating and nurturing relationships with both existing and prospective nonprofit clients. Drawing upon over 25 years of expertise in business development and relationship management, Mr. Stuntebeck will advise clients on tailored investment solutions aligned with their distinct missions and objectives.

Prior to joining TIFF, Mr. Stuntebeck served as the Nonprofit Sales Director at Aon, where he aligned investment solutions to help clients achieve their investment goals. His extensive background also includes roles as Managing Director at U.S. Trust and Regional Director at SEI, where he provided strategic advice and investment solutions to institutional and philanthropic clients.

“TIFF is admired industry wide for their investment excellence and solutions that help clients fulfill their missions,” said Mr. Stuntebeck. “I am honored to join this dynamic team and look forward to sharing TIFF’s resources and solutions to help clients pursue their financial and organizational goals.”

“John brings a holistic understanding of the investment and institutional specific considerations that nonprofit organizations face,” said Jessica Portis, Chief Client Officer at TIFF. “John’s background and network helps us broaden our reach within the nonprofit community. His passion for mission and steadfast support of nonprofits is laudable. We are excited to welcome John to TIFF.”

“TIFF strives to be a source of consistent guidance and investment innovation to help our clients achieve their mission and objectives,” said Kane Brenan, CEO of TIFF. “John’s commitment to serving nonprofits embodies the values that underpin TIFF’s 33-year legacy of delivering impactful advice and solutions to clients.”

About TIFF Investment Management
TIFF is an asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private markets solutions to primarily endowments, foundations, and other charitable organizations. Our primary objective is to enhance investment returns for our clients while also optimizing their costs and reducing their administrative burden.

For over 30 years, TIFF has strived to be the nonprofit community’s most trusted investment partner. We specialize in providing investment solutions that help our clients fulfill their mission and achieve their financial goals. We offer two primary solutions for our clients – comprehensive advisory solutions, and more specialized asset class specific solutions. As of December 31, 2023, TIFF manages approximately $7.3 billion, including committed capital, on behalf of our clients.

Contact: For media inquiries, please email: pro-tiff@prosek.com.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

Radnor, PA – April 25, 2024 – TIFF Investment Management (“TIFF”), an institutional asset management firm delivering comprehensive outsourced CIO (OCIO) and private markets solutions primarily to nonprofits announced today the appointment of Scott Wilson, Chief Investment Officer for Washington University in St. Louis to its TAS Advisory Board.

As Chief Investment Officer at Washington University, Mr. Wilson is responsible for overseeing the current and potential investment opportunities for the university’s $13B endowment. Prior to joining Washington University in St. Louis in 2017, Mr. Wilson served as Chief Investment Officer for Grinnell College, Head of Interest Rate Options Trading at Barclays Capital Japan, and spent several years at Bank of America Securities as Head of EUR, GBP, and JPY Option Trading Desks. Mr. Wilson holds a Bachelor of Arts in Economics and Math from Grinnell College and attended the Master of Science program in Financial Mathematics at the University of Chicago.

Mr. Wilson’s investment expertise and his extensive experience working with higher education institutions will support TIFF’s custom asset allocation and portfolio construction, while also providing TIFF’s investment team with market and investing insights.

TIFF’s Advisory Board consists of distinguished Chief Investment Officers (CIOs) and executives from globally renowned organizations. The Advisory Board’s role includes contributing to client missions, providing investment oversight, offering insights on investment strategies and reputational matters, and assessing portfolio risk management. Through their extensive investment expertise and industry connections, the Advisory Board provides TIFF and its clients with invaluable relationships within the nonprofit ecosystem.

For more information on TIFF’s Advisory Board, visit: https://www.tiff.org/people/#our-boards

About TIFF Investment Management
TIFF is an asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private markets solutions to primarily endowments, foundations, and other charitable organizations. Our primary objective is to enhance investment returns for our clients while also optimizing their costs and reducing their administrative burden.

For over 30 years, TIFF has strived to be the nonprofit community’s most trusted investment partner. We specialize in providing investment solutions that help our clients fulfill their mission and achieve their financial goals. We offer two primary solutions for our clients – comprehensive advisory solutions, and more specialized asset class specific solutions. As of December 31, 2023, TIFF manages approximately $7 billion, including committed capital, on behalf of our clients.

Contact: For media inquiries, please email: pro-tiff@prosek.com.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

TIFF Investment Management Strengthens its Member Strategy Group with Addition of Nonprofit OCIO Industry Veteran

Radnor, PA — March 12, 2024 — TIFF Investment Management (“TIFF”), an institutional asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private markets solutions primarily to nonprofits, announced that it has hired Mallory Dennis as a Director in its Member Strategy Group. Based in Pennsylvania, Ms. Dennis is responsible for managing and maintaining relationships with current and prospective clients, including advising on investment strategies that support their client-specific mission and objectives.

Ms. Dennis comes to TIFF from Vanguard, where she worked with clients to create customized investment strategies as a senior nonprofit investment consultant. Prior to Vanguard, Mallory Dennis spent more than a decade with SEI Investments as a client portfolio manager and director of nonprofit strategic advice. In this capacity, she oversaw portfolio construction, designed investment policy, and monitored risk management for nonprofit clients.

“I am excited to join an organization that is dedicated to helping clients achieve their objectives through mission-driven investment solutions,” Ms. Dennis said. “I look forward to bringing my investment expertise and client-centric approach as I partner with clients in pursuit of their missions.”

“With today’s ever-evolving investment and nonprofit landscape, it’s more important than ever to have a deep understanding of client needs and objectives,” said Jessica Portis, Head of Member Portfolio Management and Services at TIFF. “Mallory’s nonprofit background and client-facing experience is invaluable for providing personalized, effective advice. Her addition to TIFF further enhances our ability to provide custom strategic advice to all clients regardless of size or mission.”

“At TIFF, we are committed to helping our clients achieve investment excellence and further their missions,” said Kane Brenan, CEO of TIFF. “Mallory’s nonprofit background brings depth to TIFF’s Member Strategy Group and grows our ability to provide custom strategic advice and service to our clients.”

About TIFF Investment Management
TIFF is an asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private markets solutions to primarily endowments, foundations, and other charitable organizations. Our primary objective is to enhance investment returns for our clients while also optimizing their costs and reducing their administrative burden.

For over 30 years, TIFF has strived to be the nonprofit community’s most trusted investment partner. We specialize in providing investment solutions that help our clients fulfill their mission and achieve their financial goals. We offer two primary solutions for our clients – comprehensive advisory solutions, and more specialized asset class specific solutions. As of December 31, 2023, TIFF manages approximately $7 billion, including committed capital, on behalf of our clients.

Contact: For media inquiries, please email: pro-tiff@prosek.com.

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.

TIFF Investment Management Expands Mutual Fund Board with Notable Industry Leaders and Advisory Board Appoints New Chair

Mark Baumgartner, Dalio Family Office CIO, named Mutual Fund Board Chair. Robert Durden, CEO and CIO of UVIMCO, extends board role by becoming Advisory Board Chair; William McCalpin retires after 15 years

Radnor, PA — January 25, 2024 — TIFF Investment Management (“TIFF”), an institutional asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private markets solutions primarily to nonprofits, announced today the addition of Leena Bhutta, CIO of Doris Duke Foundation, and Thomas Lenehan, CIO of The Wallace Foundation, to TIFF’s Mutual Fund Board. Mark Baumgartner, CIO of the Dalio Family Office, has been named chair of the Mutual Fund Board, succeeding William (“Bill”) McCalpin, who is retiring after 15 years of service. Robert Durden, CEO and CIO of UVIMCO, has been appointed the chair of TIFF’s Advisory Board.

TIFF’s Mutual Fund and Advisory Boards are comprised of leaders from globally renowned institutions. The Mutual Fund Board oversees TIFF’s 40 Act Fund, and both Boards lend their investment insights and institutional perspectives to TIFF’s clients and portfolios.

“It is an honor to build upon Bill’s legacy as the TIFF Mutual Fund Board Chair,” said Mark Baumgartner. “Bill’s leadership, dedication, and mission focus has been crucial to TIFF’s clients and their ability to achieve their missions.”

“TIFF and I are extremely grateful for Bill’s commitment to serving nonprofits. We welcome Leena, and Thomas, and thank Mark for stepping into a leadership role,” said Kane Brenan, CEO of TIFF. “The Mutual Fund Board’s distinctive oversight allows us to deliver investment excellence and serve as a valued partner to nonprofit organizations.”

Leena Bhutta serves as the CIO for the $2bn endowment of the Doris Duke Foundation, an organization committed to building a more creative, equitable, and sustainable future. Previously, Leena held roles at Goldman Sachs and Joho Capital. Originally from Pakistan, Leena earned a bachelor’s degree from Wellesley College and an MBA from Stanford University.

Thomas Lenehan is CIO of The Wallace Foundation, a nonprofit that fosters improvements in learning and enrichment for young people and in the arts for everyone. Previously, Thomas was the deputy CIO of The Rockefeller University and held roles at Commonfund Capital and Vista Equity Partners. Thomas earned a bachelor’s degree from Georgetown University and an MBA from Stanford University.

“After four years of supporting TIFF’s Board in various capacities, including as TIFF Board Chair, I am excited and honored to serve as the chair of TIFF’s Advisory Board,” said Robert Durden. “The Advisory Board is a critical element of TIFF’s ability to continue to deliver outstanding investment results for its clients and to strengthen its competitive position in the industry.”

Robert is the CEO and CIO of UVIMCO, where he leads the organization and is responsible for the investment management of UVIMCO’s $14bn portfolio. Prior to joining UVIMCO, Robert served as Senior Vice President and CIO at Texas Children’s Hospital in Houston. Robert received his bachelor’s degree in economics, magna cum laude, from Princeton University, and an MBA in finance and entrepreneurship, with honors, from the University of Chicago Booth School of Business.

About TIFF
TIFF is an asset management firm dedicated to delivering comprehensive outsourced CIO (OCIO) and private markets solutions primarily to endowments, foundations, and other charitable organizations. As of September 30, 2023, TIFF manages approximately $7 billion, including committed capital.

Contact: For media inquiries, please email: pro-tiff@prosek.com

The materials are being provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. These materials also do not constitute investment, legal or tax advice. Opinions expressed herein are those of TIFF and are not a recommendation to buy or sell any securities.