The following documents provide an overview of our operations, financial health, and investment approaches.
Financial Statements
Tax Returns
Investment approach
The Foundation’s investment team was formed in 2008 and engages external money managers to invest globally across different asset classes. Because the Foundation was established to exist in perpetuity, the investment team takes a long-term view toward its investments.
We have a particular focus on identifying and investing with newer, smaller managers. We have invested in funds with modest assets under management, including instances where we have been the first institutional capital. Investing with a firm early in its lifecycle presents unique benefits in terms of alignment of interests and allows for us to develop a long-term partnership. We would encourage managers to reach out to us for consideration as potential partners.
Investment Team
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Yatin Patel Vice President & Co-Chief Investment Officer
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Michael Buchman Vice President & Co-Chief Investment Officer
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Jonathon Schroeder Director of Investments
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Zane Hamilton Director, Investments
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James Kim Director, Investments
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DeRon Brown Investment Manager
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Jordan Pugmire Investment Operations Associate
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Vardges Markosyan, CFA Investment Operations Manager
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Jinny Choi Former Senior Investment Analyst
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Allison Nguyen Senior Investment Analyst
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Jennifer Leavitt Executive Assistant
Glasspockets
Glasspockets is a Candid initiative that champions philanthropic transparency. The Conrad N. Hilton Foundation has been a proud member since 2012.