Pete Werner

About Pete Werner

Senior investment professional with over 25 years experience in portfolio management, investment analysis and trading. • An analytical team player with solid exposure to a variety of asset classes, investment strategies and management styles.• Proven long-term performance record of providing consistent excess returns as a leading member of investment teams.• Results-oriented financial professional with a talent for providing superior risk-adjusted returns.

Experience

1. Real Return Group Director

   New Mexico Educational Retirement Board

   Apr 2018 — Present · Santa Fe, NM, US

   A senior role on ERB’s investment team, responsibilities include leading the portfolio managers, analysts and staff of the Core Bond Fund in their internal active management of that asset class. Also sit on the Staff Selection Committee, reviewing and approving potential new commitments to external managers and investments in ERB’s Private Equity, Real Estate, Infrastructure and Diversifying Assets portfolios. Assist the Chief Investment Officer in various projects and asset allocation discussions, and contribute to the discourse surrounding investment strategy, economic forecasting and outlooks, and portfolio positioning and weightings. Also invited to speak regularly at investment forums across the U.S, offering professional insight and color on topics such as institutional investment, economic issues, and geopolitical effects on the financial markets.

Education

• Colorado State University

  BA, Economics

  1990

• University of Colorado

  MA, Economics

  2002

Skills

• Corporate Finance
• Equities
• Investment Strategies
• Alternative Investments
• Portfolio Management
• Hedge Funds
• Fixed Income
• Valuation
• Investments
• Asset Managment
• Trading
• Asset Management
• Financial Modeling
• Asset Allocation
• Mutual Funds
• Risk Management
• Bonds
• Financial Analysis