Dakota Live! Call #149

Dakota Live! 149 Registration - Captioned-low

April 19, 2024

Our Guest Speakers

Catherine Ulozas, CIO, Drexel University

With more than 30 years of investment experience, Cathy has managed funds for the Drexel University endowment, insurance companies, banks and a state pension fund. Celebrating her 14th year as Chief Investment Officer at Drexel University, she has instituted policy and operating improvements through repositioning assets into a more resilient structure with resulting performance success. Her efforts have resulted in the endowment scoring in the top 10% in the Wilshire Consulting Foundations and Endowment Universe for the last 5 years.

Cathy assisted in Drexel’s purchase of St. Christopher’s Children Hospital and was a key member of the Drexel team that led to realization of the University’s real estate development project, Schuylkill Yards, which is transforming 10.4 acres of endowment real estate into a leading innovation hub. More recently, Cathy was a 2023 finalist in the CIO of the Year category for the 6th Annual Allocators’ Choice Award from Institutional Investor. She has taught as an adjunct in the LeBow School of Business. She is a member of the Board of Advisors for Equivico, a woman-owned impact investment management firm whose mission is to level the economic playing field for those with limited access to capital resources. She is a board member of Clarifi, a non-profit community resource devoted to Lifelong Financial Literacy for consumers. Cathy received her MBA from George Washington University and BA from Drew University. Cathy splits her time between Philadelphia and Lexington, Kentucky where her daughter lives.

Callan Associates

Key highlights we will cover:

  • We will review the key divisions and offices at Callan Associates. 
  • We will discuss the role of central research and the key people to know to begin a conversation. 
  •  What are the opportunities within Callan to gain attention and ultimately traction?

Also featured on Dakota Live! #149

  • Allocator Interview: Catherine Ulozas, CIO, Drexel University
  • Metro Area Profiled: Florida - West Coast (Tampa, Orlando, Tallahassee, Ft. Myers, Naples)
  • Key Account: Callan Associates
  • Dakota's Call Notes from the Week