Governance

The Caltech Investment Office reports jointly to the Institute's president and the Board of Trustees' Investment Committee, which has primary responsibility for setting investment policy, overseeing policy implementation, and approving major investments. The committee meets at least quarterly to discuss and review asset allocation, investment policies, new investments, and portfolio performance and interacts frequently between meetings to discuss specific investments and other opportunities as they arise. The members bring extraordinary expertise in both specific asset classes and the investment industry in general.

Timothy J. Sloan, Chair
Senior Advisor and Partner, Fortress Investments, LLC

Dr. Kneeland Youngblood, Vice Chair
Founding Partner, Chairman, and CEO of Pharos Capital Group

G. Bradford Jones, Member
Founding Partner, Redpoint Ventures

Dr. David L. Lee (PhD '74), Member
Chair Emeritus, Caltech Board of Trustees
Managing General Partner, Clarity Partners, L.P.

Li Lu, Member
Founder and Chairman, Himalaya Capital

Dr. Fariborz Maseeh, Member
Founder, The Massiah Foundation

Deborah D. McWhinney, Member
Former Chief Executive Officer, Citi Enterprise Payments, Citi Bank

Amy Schulman, Member
Managing Partner, Polaris Partners

Dr. Thomas F. Rosenbaum, Ex Officio Member
President, Sonja and William Davidow Presidential Chair and
Professor of Physics, Caltech

David W. Thompson (MS '78), Ex Officio Member
Chair, Caltech Board of Trustees
President and CEO (retired), Orbital ATK, Inc.

Jane Buchan, Advisory Participant
CEO, Martlet Asset Management, LLC