Nathan Palmer

About Nathan Palmer

Nathan Palmer is a Managing Director & Principal at Wilshire, where he leads Wilshire\'s Multi-Asset Portfolio Management group. Nate is responsible for creating multi-asset class, multi-manager investment solutions for institutional and financial intermediary clients. He is the Chairman of Wilshire’s Retirement Oversight Committee and Vice Chairman of the Wilshire Investment Committee.Nate has over 25 years of investment experience, including investment consulting, pension & endowment management, and equity research. Prior to joining Wilshire, Nate provided investment advice to endowment, foundation and family office clients at Convergent Wealth Advisors. Previously, he managed the public market investment portfolios for the endowment at the California Institute of Technology (Caltech) and for the defined benefit and defined contribution retirement assets at Intel Corporation. Nate began his career as a securities analyst in New York, where he published equity research on the technology, media and telecom industries.Nate graduated Phi Beta Kappa and Cum Laude from the University of Washington with a Bachelor of Arts degree in Business Administration in 1997. He received an MBA with High Distinction from the Leonard N. Stern School of Business at New York University in 2005, graduating as an Armando John Garville Memorial Scholar. Nate has held the Chartered Financial Analyst designation since 2007 and is an active member of both the CFA Institute and the CFA Society of Los Angeles, where he previously served as Vice President and Governor of the Board.Summary of Qualifications:•Portfolio management, including mean variance optimization, Monte Carlo simulation, risk parity, asset-liability management, & manager structure analysis•Manager research, conducting due diligence on & meetings with hundreds of investment teams across variety of asset classes•Product management, with a focus on target date, target risk, income, real asset, & other outcome-oriented products•Extensive public speaking at conferences, finalist presentations, & advisor events

Experience

1. Managing Director, Head of Portfolio Management

   Wilshire

   Jan 2014 — Present

   Head of Multi-Asset Portfolio Management Group at Wilshire, responsible for managing the team\'s professionals, structure and overall investment activities.•Oversee all investment elements of the division’s defined contribution solutions, comprising the provision of ERISA 3(21) & 3(38) fiduciary services and discretionary managed accounts to retirement plan service providers.•Lead Portfolio Manager for multi-asset, multi-manager investment portfolios.•Responsible for asset allocation, manager selection, portfolio construction, and risk monitoring.

Education

• University of Washington

  BA, Business Administration

  1993 — 1997

• NYU Stern School of Business

  MBA, Corporate Finance

  2003 — 2005

• The Bush School

  High School Diploma

  1989 — 1993

Skills

• Equities
• Alternative Investments
• Pensions
• Investments
• Financial Modeling
• Equity Research
• Securities
• Fixed Income
• Asset Managment
• Finance
• Investment Management
• Asset Management
• Capital Markets
• Portfolio Management
• Asset Allocation
• Mutual Funds
• Risk Management
• Valuation