Michael Marvelli, Deputy Chief Investment Officer of the UCLA Investment Company joins Dakota Live! to discuss the company's investment strategy, its approach to asset allocation, and investment manager research and selection process. Along the way, Michael walks us through UCLA’s lower middle market (LMM) private equity portfolio from its first LMM commitment in 2016 through today’s investment opportunities. With the increasing availability of dry powder driving activity in the LMM market, Michael walks us through UCLA’s LMM strategy and approach to sourcing investment partners.
The UCLA Investment Company provides professional stewardship of investment assets entrusted to The UCLA Foundation for the advancement of UCLA and related charitable purposes. Join us as we come to better understand Michael and his more than twenty-five years of investment and capital markets experience. Whether you are interested in learning about LMM private equity, how endowments are approaching alternative assets, or how UCLA aligns its mission with its investment objectives, we encourage you to watch and listen to how Michael and UCLA uncover new opportunities in this increasingly interesting and challenging area of the market.
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Mr. Marvelli has 25+ years of investment management and capital markets experience. Since joining UCLA in 2003, he has been involved in all aspects of managing The UCLA Foundation endowment including corporate governance, investment policy, asset allocation, investment selection and risk management. Mr. Marvelli is responsible for the private markets portfolio spanning private equity, real estate, real assets and credit.
Prior to joining UCLA, Mr. Marvelli held various positions with firms engaged in private market activities. He was employed by The Irvine Company, one of the largest privately-held real estate development and investment companies in the U.S. Previously, Mr. Marvelli was employed by Prudential Investment Management where he focused on commercial mortgage finance and distressed situations. Complementing his investment experience, Mr. Marvelli co-founded and operated a venture-backed startup where he served as COO/CFO and as a member of the board of directors.
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