Private markets roundtable featuring Jim Williams '74, CIO of Getty Foundation and Robert Belke '97, Partner at Lovell Minnick Partners.
Parking is available in the building, and the firm will validate.
How do institutions invest in private markets funds and are there any insights to be gained for your personal investment portfolio? What returns justify the illiquidity and what risks are involved? What types of investments are available and how do private equity firms create value for their limited partners? Please join us in a roundtable discussion with renown investors and Chicago Booth alumni, Jim Williams '74 and Bob Belke '97.
James M. Williams (Speaker) '74
Vice President, Chief Investment Officer, and Treasurer, The J. Paul Getty Trust
James M. Williams has been the vice president and chief investment officer of the Trust since December 2002 and was appointed treasurer in May 2006. Before joining the Getty, Williams spent three years as the president of Harbor Capital Advisors and president of the Harbor Fund's family of mutual funds. Prior to that, he was manager of the pension asset management department of Ford Motor Company. Williams holds a B.S. in engineering from the University of Michigan and an M.B.A. in finance from the University of Chicago.
Robert M. Belke (Speaker) '97
Partner, Lovell Minnick Partners
Robert M. Belke is a Partner of LMP and a member of its Investment Committee. Bob joined the firm in 2000. Prior to joining LMP, Bob was an Associate in the Direct Private Equity Group at TIAA-CREF, a leading provider of retirement services to the academic, research, and medical fields. Prior to joining TIAA-CREF, Bob was a Senior Analyst at Wilshire Associates Inc., an investment consulting firm based in Los Angeles.
Bob is a member of the Boards of Directors of Keane Holdings LLC, J.S. Held Holdings LLC, and Worldwide Facilities, LLC. Prior board positions include Duff & Phelps Corporation, First Allied Holdings Inc., and PlanMember Financial Corporation. Bob earned a B.B.A. degree in Finance and Accounting from the University of Wisconsin, and an M.B.A. with honors in Finance and Accounting from the University of Chicago.
Tatijana Janko, '12