Susan Meaney

Provides global workspace solutions, advisory services and real estate investment services

Hewlett Foundation aims to maintain or grow their asset size and spending power in inflation-adjusted terms with risk at a level appropriate to their program objectives. They diversify their investments among various financial instruments and asset categories and use multiple investment strategies. As a general practice, except for their holdings in Hewlett-Packard and Agilent stock, all financial assets of the foundation are managed by external investment management firms. Some assets are invested with limited partnerships that invest in the securities of companies that may not be immediately liquid, such as venture capital and buyout firms, and in real estate equity limited partnerships that have investments in various types of properties.

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.

Functions as a College/University

Operates as a holding company with interest in providing real estate services

KSL Advisors invests in companies located across the globe. The firm focuses on travel and leisure businesses sectors such as hospitality, recreation, clubs, real estate and travel services sectors. It participates in the form of equity, debt and private capital requirements.

Makena is a global, multi-asset class investment manager which seeks to preserve and grow their clients’ capital over a long-time horizon by maintaining a disciplined investment approach. The firm manages funds based on an endowment-model investment approach that aims to achieve long-term capital appreciation with relatively low investment volatility and risk. They utilize bottom-up stock selection approach.

Operates as a non-commercial research organization

Functions as a College/University