Nikki Kraus, Chief Client Officer, Strategic Investment Group
Nikki Kraus, CFA, is the Chief Client Officer at Strategic Investment Group. She is responsible for developing and optimizing client relationships and driving the firm's marketing strategy. She also serves as a member of Strategic’s Board of Managers and the firm’s Management Committee. She has 28 years of experience in the OCIO industry, having most recently served as Director of Institutional Business at Hirtle, Callaghan & Co., where she attracted and serviced a broad range of clients. Before that she held various positions at SEI Investments Company working with OCIO clients. She has extensive experience advising investment committees, to whom she is often asked to provide insights on best practices and governance. Nikki serves on the Investment Advisory Subcommittee of the John Templeton Foundation. She also serves on the U.S. Impact Committee for 100 Women in Finance and as a mentor for Girls Who Invest.
Nikki has actively collaborated with the National Association of College and University Business Officers (NACUBO) for nearly a decade, including serving as a speaker at multiple NACUBO events. Nikki is the co-author of Endowment Management for Higher Education, a publication released by the Association of Governing Boards of Universities and Colleges (AGB), the latest edition of which was published in February 2022. She is often asked to speak at AGB events.
She has published various articles in the areas of investment committee governance and investment management. Additionally, Nikki is a frequent guest speaker and skillful moderator of investor panels at industry conferences.
Nikki holds a B.A. in English and Computer Applications from the University of Notre Dame. She is a CFA charterholder and a member of the CFA Society of Washington, D.C..
Dakota will present a detailed profile on Connecticut Retirement Plans and Trust Funds and highlight allocators in the North Carolina metro
Key highlights we will cover on Connecticut Retirement Plans and Trust Funds:
Who are the consultants and key points of contact at Connecticut Retirement?
What does their Alternatives portfolio currently look like?
What has been top of mind for the Connecticut Retirement team, and where have they been allocating recently?
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