Brian Neale

About Brian Neale

Brian is a seasoned investor and leader with more than 25 years of professional investment experience working with both for-profit and not-for-profit institutional clients. His experience includes working with university endowments, defined benefit plans, captive insurance entities, healthcare entities, and liquidity portfolios. Selected expertise include asset allocation development and implementation, policy design, manager search, and selection, implementing tactical tilts, and working in partnership with other C-level executives, boards, and committees. Having spent the entirety of his career focused on institutional investing, Brian has built an alternatives-focused skill set that continues to evolve as market opportunities and dynamics change. Selected achievements include the design and build-out of a private equity program, creation of a unique fund-of-one hedge fund program, and diversified hedge fund portfolio redesign.Brian\'s leadership style is marked by a dedication to the servant leader model. He has experience in building out internal investment teams, including developing budgeting solutions, defining roles & responsibilities, and recruiting and hiring. Brian enjoys sharing his knowledge and views with others and is a frequent contributor as a panelist and/or moderator for a variety of industry events sponsored by Institutional Investor, Global ARC, Managed Funds Association (MFA), with Intelligence, iConnections, and Pensions & Investments, and many other prominent sponsors. One of his favorite aspects of his professional career is having the opportunity to mentor interns and others new to or interested in the investment profession. In addition to serving as a mentor to student interns from the University of Nebraska System and the University of Chicago, Brian is an adjunct educator at UNL and teaches FINA 464 (Investors with Purpose). Brian has been with the University of Nebraska Foundation since 2014. He holds a Bachelor of Arts degree in History with a Psychology minor from the Virginia Military Institute and an MBA from The College of William & Mary. Proud to call himself a transplanted Midwesterner, he resides in Lincoln.

Experience

1. Chief Investment Officer

   University of Nebraska Foundation

   May 2014 — Present · Lincoln, NE, US

   Brian is responsible for the management and oversight of more than $3.5B of investable assets on behalf of the University of Nebraska Foundation. In this role, his principal duties include establishing long-term asset allocation policies and short-term tactical tilts, manager research and selection, portfolio construction, compliance, and oversight for all endowment portfolios. Brian also has sole portfolio management responsibilities for an internal pool of capital that is in excess of $700M. These efforts provide financial support to four distinct campuses with growing student enrollment exceeding he serves as principal investment liaison to the Foundations Investment Committee and Board of Directors, the University of Nebraska Board of Regents Business and Finance Committee, and numerous other constituent groups. Executive management responsibilities include leading the investment office team as well as serving as a member of the Foundations Executive Leadership Team.Brian is a member of the Iowa West Foundation Investment Committee, and also teaches FINA 464,(Investors with Purpose) at the University of Nebraska, Lincoln.

Education

• Virginia Military Institute

  Bachelor's degree, History

  1998

• Virginia Military Institute

  BA - History w/ Minor in Psychology

  1995 — 1998

• The Wharton School

  CIMA

  2004 — 2004

• William & Mary

  Master of Business Administration - MBA

  2006 — 2007

• William & Mary – Raymond A. Mason School of Business

  MBA

  2006 — 2007

• NASD - Inactive

  Series 7, 63, 65

  2000 — 2007

Skills

• Quantitative Modeling
• Asset Management
• Asset Managment
• Investments
• Financial Modeling
• Asset Allocation
• Auditing
• Corporate Finance
• Capital Markets
• Leadership
• Quantitative Research
• Management
• International Investments
• Medical Malpractice
• Due Diligence
• Pension Administration
• Hedge Funds
• Quantitative Finance
• Alternative Investments
• Private Equity
• Analysis
• Finance
• Equities
• Quantitative Analysis
• Financial Reporting
• Portfolio Management
• Contract Negotiation