Equity and Bond Portfolio Manager, Institutional Investor, and Independent Consultant
M.B.A., finance, Stern School of Business, New York University; B.A., economics, Vassar College
Summary of Experience
Ms. Wood is an expert in institutional investing, global corporate governance, equity and bond portfolio management, financial analysis, and securities analysis, with over 35 years of experience in the asset management industry. Her experience also includes investment management and asset allocation of pension funds, mutual funds, insurance companies, endowments, and foundations. Ms. Wood led the California Public Employees' Retirement System (CalPERS), the $150 billion equity and hedge fund portfolio for the largest pension plan in the US. She also served as chief executive officer of Capital Z Asset Management, the largest independent sponsor of hedge funds, where she was responsible for minority equity ownership in 11 hedge funds across $7 billion in equity, fixed-income, and commodity strategies. Ms. Wood serves on numerous boards of directors, having chaired the audit, corporate governance, and investment committees of the boards of several financial institutions. She has also served as an expert in suits involving asset allocation, investment policy, investment manager due diligence, corporate governance, securities analysis, and portfolio management, Ms. Wood was previously a member of the Financial Accounting Standards Board (FASB) Investor Advisory Group, the Public Company Accounting Oversight Board (PCAOB) Standard Advisory Group, and the International Auditing and Assurance Standards Board (IAASB) Consultative Advisory Group. She is a frequent speaker on topics that include best practices of boards of directors, corporate governance and investment management, global alpha generation, and hedge funds.
Ms. Wood holds a B.A. in economics from Vassar College and an M.B.A. in finance from New York University, and is both a Chartered Financial Analyst and a Chartered Alternative Investment Analyst.