Profil
Ms. Karen H.
Welch, CFA, is a Managing Director of Investments at Spider Management Co. LLC.
She has over 25 years of investment industry experience and joined Spider Management in 2016.
Ms. Welch works closely with the CIO in leading asset allocation and investment decisions across the portfolio.
Ms. Welch was employed as a Director of Portfolio Strategy by Stanford Management Co., a Principal by J.P.
Morgan & Co., Inc. (Delaware), and The David & Lucile Packard Foundation.
She received her undergraduate degree from Bucknell University and a graduate degree from Harvard University.
Postes actifs de Karen Horn Welch
| Sociétés | Poste | Début |
|---|---|---|
Spider Management Co. LLC
Spider Management Co. LLC Investment ManagersFinance Spider Management seeks to generate the right returns for the right clients — those oriented toward preservation of capital and long-term performance. The firm invests clients’ assets in private investment funds or separate account vehicles managed by third party investment managers. | Director of Investments | 01/01/2016 |
Anciens postes connus de Karen Horn Welch
| Sociétés | Poste | Fin |
|---|---|---|
Stanford Management Co.
Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous SMC provides support for current university operations and preserving the endowment’s purchasing power for future generations – require an investment program that is equity-oriented and capable of generating sufficiently high long-term returns, notwithstanding occasionally volatile global economic environments. The Merged Pool includes domestic and foreign public equities, real assets (real estate and natural resources), and private equity investments. Absolute return strategies that have a low correlation to broader markets contribute to portfolio diversification. Acknowledging the University’s long-term investment horizon, the investment strategy is designed to accept a responsible degree of illiquidity to drive incremental returns. A small portion of the Merged Pool is held in high quality fixed income and cash for liquidity purposes. | Corporate Officer/Principal | 01/01/2015 |
J.P. Morgan & Co., Inc. (Delaware)
J.P. Morgan & Co., Inc. (Delaware) Financial ConglomeratesFinance Provides financial services | Corporate Officer/Principal | - |
The David & Lucile Packard Foundation
The David & Lucile Packard Foundation Investment Trusts/Mutual FundsMiscellaneous Profile Unavailable | Corporate Officer/Principal | - |
Formation de Karen Horn Welch
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Stanford Management Co.
Stanford Management Co. Investment Trusts/Mutual FundsMiscellaneous SMC provides support for current university operations and preserving the endowment’s purchasing power for future generations – require an investment program that is equity-oriented and capable of generating sufficiently high long-term returns, notwithstanding occasionally volatile global economic environments. The Merged Pool includes domestic and foreign public equities, real assets (real estate and natural resources), and private equity investments. Absolute return strategies that have a low correlation to broader markets contribute to portfolio diversification. Acknowledging the University’s long-term investment horizon, the investment strategy is designed to accept a responsible degree of illiquidity to drive incremental returns. A small portion of the Merged Pool is held in high quality fixed income and cash for liquidity purposes. | Miscellaneous |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bucknell University
Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The David & Lucile Packard Foundation
The David & Lucile Packard Foundation Investment Trusts/Mutual FundsMiscellaneous Profile Unavailable | Miscellaneous |
Spider Management Co. LLC
Spider Management Co. LLC Investment ManagersFinance Spider Management seeks to generate the right returns for the right clients — those oriented toward preservation of capital and long-term performance. The firm invests clients’ assets in private investment funds or separate account vehicles managed by third party investment managers. | Finance |
J.P. Morgan & Co., Inc. (Delaware)
J.P. Morgan & Co., Inc. (Delaware) Financial ConglomeratesFinance Provides financial services | Finance |
















