LAWRENCE E. KOCHARD, CFA Chief Executive Officer/Chief Investment Officer
Lawrence Kochard is the Chief Executive Officer / Chief Investment Officer of UVIMCO. As Chief Executive Officer, Larry provides leadership for all aspects of UVIMCO’s operations and serves as UVIMCO’s primary representative to the University, related foundations and the public. As Chief Investment Officer, Larry is responsible for the investment management of UVIMCO’s Long Term Pool, overseeing the asset allocation, portfolio management, risk management and manager selection activities of the investment staff.
Prior to joining UVIMCO, Larry served as Chief Investment Officer at Georgetown University. From 2001 to 2004, he was Managing Director of Equity and Hedge Fund Investments for the Virginia Retirement System. From 1997 to 2004, he taught in the McIntire School of Commerce at the University of Virginia, first as an adjunct and later full time as an assistant professor.
Larry received his BA in Economics from the College of William & Mary, an MBA from the University of Rochester, and an MA and PhD in Economics from the University of Virginia. He is a CFA charter holder.
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KRISTINA M. ALIMARD, CFA Chief Operating Officer/Chief Compliance Officer
Kristina Alimard is the Chief Operating Officer of UVIMCO, with responsibility for all non-investment functions of the organization. Kristina’s primary areas of responsibility include investment operations, investment and corporate accounting and reporting, taxes, compliance, human resources, information technology, records and office management. She serves as UVIMCO’s Chief Compliance Officer and on the Risk Committee. Kristina also serves as UVIMCO’s primary liaison to the University of Virginia and foundation personnel, and manages the relationships with external service providers. Kristina joined UVIMCO in April 2003.
Prior to joining UVIMCO, Kristina was a senior financial analyst at GE Financial Assurance in Richmond, Virginia, and a manager in the Global Financial Strategies group of KPMG LLP in Baltimore, Maryland.
Kristina received a B.S. in Accounting from the University of Delaware and an M.B.A. from Darden, where she was the recipient of the William Michael Shermet Award and the Virginia Kincaid Charitable Trust Scholarship. Kristina is a licensed CPA in the state of Maryland, and a CFA charterholder.
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ROB WALKER FREER, Managing Director
Rob is a Managing Director at UVIMCO and is responsible for private equity, venture capital, real estate, and resource investments. He is a member of UVIMCO’s Investment Committee and also works closely with UVIMCO’s General Counsel on issues related to fund management and documentation. Rob joined the University in the Investment Office in April 1981 as the Assistant Investment Officer.
Prior to joining the University, Rob was a practicing attorney in Ft. Lauderdale, Florida. He is a member of the Virginia, Florida and District of Columbia Bars and is a member of the Charlottesville/Albemarle Bar Association. Rob served three years in the U.S. Army on active duty as an Infantry Officer (Second Lieutenant and First Lieutenant) with tours at Fort Benning Georgia, Fort Carson, Colorado and in the Republic of Korea. He also served three years on active duty as a Captain in The Judge Advocate General’s Corps, stationed at The Judge Advocate General’s School in Charlottesville, Virginia. Additionally, he served twenty-three years in the U.S. Army Reserve with assignments at The Judge Advocate General’s School and at the Pentagon in the Office of Personnel, Plans, and Training, which is responsible for the career management of approximately 1,500 active duty JAG Officers. He concluded his Army Reserve career as a Colonel. Rob has served on the Board of Directors of various charitable organizations in Charlottesville and is currently a member of the Board of Directors of the University of Virginia Community Credit Union, having served in the past as Treasurer and Chairman of the Board. He also is Chairman of the Board of two wholly-owned subsidiaries of the Credit Union. He served on the Executive Committee of the Parent’s Committee at the University of Virginia from 2005 to 2012.
Rob received his B.A. in Economics from the University of Maryland and a J.D. from the University of Miami School of Law. He also has taken courses at the McIntire School of Commerce at the University of Virginia and the Darden School of Business at the University of Virginia.
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EDWARD H. KLEES General Counsel
Ed is the General Counsel of UVIMCO. He is involved in many aspects of UVIMCO’s business, including fund management, compliance and operations, and counseling both management and the Board. Ed joined UVIMCO as its first General Counsel in November 2008. He brings more than twenty years of securities law and operations expertise to the organization.
Ed is Chair of the American Bar Association’s Institutional Investor Committee and is a frequent speaker on institutional investment issues at the ABA and other legal and investment conferences. He is also a Lecturer in Law at the University of Virginia School of Law. His publications include “How Safe Are Institutional Assets in a Custodial Bank’s Insolvency?” (2012) and “After the Economic Meltdown: Legal Issues for Endowments” (2010). He also has written Connecting with Companies: A Guide to Consulting Agreements for Biomedical Scientists, co-authored with Nobel Prize winner H. Robert Horvitz (2d ed. 2014).
Prior to joining UVIMCO, Ed was Associate General Counsel of the Howard Hughes Medical Institute, a philanthropy based in Chevy Chase, MD. Before HHMI, Ed worked in New York for several leading law firms, including Paul Weiss Rifkind Wharton & Garrison and Shearman & Sterling.
Ed holds B.A. (Magna Cum Laude and Phi Beta Kappa) and J.D. degrees from Columbia University.
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JASON LOVE Managing Director
Jason Love is a Managing Director at UVIMCO and is responsible for real estate and resource investments. He serves as a member of UVIMCO’s Investment Committee and is involved in all aspects of the investment process. Jason joined UVIMCO in October 2012.
Prior to joining UVMICO, Jason spent the majority of his career as a private equity investor and investment banker. He was a Principal at Allied Capital Corporation in Washington DC, where he invested in private debt and equity securities, and also worked for Asgaard Capital and the Breckenridge Group, both boutique investment banks serving middle market companies. He has further worked in an operational capacity for Luxbuam Windows + Doors, a family owned manufacturer of custom wood windows and doors.
Jason received a B.S. in Commerce from the University of Virginia, McIntire School of Commerce and an M.B.A. from Duke University, The Fuqua School of Business.
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SARGENT MCGOWAN, CFA Managing Director
Sargent McGowan is a Managing Director at UVIMCO and is responsible for public equity and long/short equity investments. He serves as a member of UVIMCO’s Investment Committee and is involved in all aspects of the investment process and portfolio risk management. Sargent joined UVIMCO in July 2013.
Prior to joining UVIMCO, Sargent spent eleven years as a Portfolio Manager for Invesco’s Global Equity group in Atlanta, Georgia, where he led research efforts on a variety of global sectors and served as the head of developed market equities from 2009 to 2013. Prior to Invesco, Sargent worked in sell side equity research in New York as a Research Associate for both Sanford C. Bernstein and PaineWebber.
Sargent received a B.S. in Commerce from the McIntire School of Commerce at the University of Virginia, and an M.B.A. with highest distinction from the University of North Carolina. He is a CFA charter holder.
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SHARON C. ARGO Executive Assistant
Sharon provides executive assistance to Lawrence Kochard. She joined UVIMCO in April 2007. She received her A.A. in Business from the University of Phoenix.
MARY BARRICK Business Analyst
Mary joined UVIMCO in September 2012.
Prior to joining UVIMCO Mary was the director of development services for the Institute for Shipboard Education. Previously she was the assistant director of the member information group for Cambridge Associates LLC. She received her B.A. in Mathematics from the University of Virginia and her MBA from James Madison University.
MATT BERNSTEIN IT Specialist
Matt is responsible for providing technical support and implementing IT and software solutions. He joined UVIMCO in August 2012.
Prior to joining UVIMCO, Matt worked for Northrop Grumman developing products for the marine industry in various capacities, but most recently as a Technical Lead and Engineering Program Manager. Matt started his professional career as a public high school mathematics teacher. He holds a B.S. in Mathematics from Virginia Tech.
DIANA CLARK Investment Accountant
Diana joined UVIMCO in December 2007. She received her B.S. in Finance from Old Dominion University and graduated cum laude.
GORDON CRENSHAW Senior Analyst
Gordon joined UVIMCO in September 2014. Prior to joining UVIMCO, Gordon was an Associate at Brazos Private Equity Partners, a Dallas-based investment firm specializing in leveraged acquisitions and recapitalizations in the middle market. Prior to joining Brazos in 2013, Gordon was an Analyst in the Global Consumer Group of Citigroup’s investment banking division in New York. He received his B.S. in Commerce with Distinction from the McIntire School of Commerce at the University of Virginia.
DUBIE DUBENDORFER IT Manager
Dubie is responsible for Information Technology operations and strategy. He joined UVIMCO in September 2010.
Prior to joining UVIMCO, Dubie worked as the Technical Operations Manager for the Office of Undergraduate Admissions at the University of Virginia. Dubie received his Bachelor of Interdisciplinary Studies with Highest Distinction from the University of Virginia and his MS in the Management of IT from the McIntire School of Commerce at the University of Virginia.
STEVEN EELKMAN ROODA Senior Investment Analyst
Steven joined UVIMCO in January 2013. He received his B.S. in Commerce with a concentration in Finance from the McIntire School of Commerce at the University of Virginia. Steven was also a member on the varsity tennis team for four years.
DANIELLE FISHER Corporate Accountant
Danielle joined UVIMCO in August 2013. She received her BBA in Accounting with a minor in Finance from the University of Northern Iowa. Prior to joining UVIMCO, Danielle was a Corporate Accountant at Transamerica Life Insurance Company in Cedar Rapids, IA.
CAITLIN FITZMAURICE Associate
Caitlin is an Associate responsible for private equity and venture capital investments. She joined UVIMCO in July 2014.
Prior to joining UVIMCO, Caitlin spent three years as an Investment Director with Cambridge Associates in Arlington, Virginia where she worked with a variety of universities and non-profits to invest their endowments. Prior to receiving her M.B.A, Caitlin worked for New York based hedge fund Kingdon Capital Management and began her career on the Institutional Equity Sales desk at Goldman Sachs.
Caitlin received her B.S. in Business Administration from Georgetown University and her M.B.A from the Darden School of Business at the University of Virginia.
ALLISON GILLAM, CPA Senior Investment Accountant
Allison is responsible for investment and shareholder accounting and reporting. She joined UVIMCO in June 2012.
Prior to joining UVIMCO, Allison was a portfolio accountant at AEW Capital Management in Boston. Previously, she worked as an auditor at KPMG, primarily in Boston. During her time at KPMG, she completed a one year rotational program in KPMG’s Department of Professional Practice (national office) in New York City, assisting in the development of firm guidance on emerging technical accounting and audit issues. Allison graduated from the McIntire School of Commerce at the University of Virginia with a BS in Commerce with Distinction and a MS in Accounting. She is a Certified Public Accountant, licensed in the Commonwealth of Massachusetts.
LEAH HALL Senior Investment Analyst
Leah joined UVIMCO in February 2012. Prior to joining UVIMCO, Leah was a Research Associate at Mangham Associates. She received her B.S. in Commerce with Distinction from the McIntire School of Commerce at the University of Virginia, with concentrations in Finance and Accounting and a second major in Economics.
SHARON F. HERBERT Manager of Corporate Accounting and Human Resources
Sharon is responsible for operating company accounting and human resources. She joined UVIMCO in October 2004.
Prior to joining UVIMCO, Sharon worked as Shareholder Relations Administrator for nTelos Inc., and was Treasurer of Willis Investment Management Co. Sharon received her BA in Business Administration from Mary Baldwin College. She holds the Professional in Human Resources (PHR) and Compensation Management Specialist (CMS) designations.
MARTIN HOHOFF Investment Accountant
Martin joined UVIMCO in June 2011. He received his B.S. in Commerce with a concentration in Accounting from the McIntire School of Commerce at the University of Virginia.
ELIZABETH R. LILES Administrative Assistant
Elizabeth provides administrative assistance to the public equity team. She joined UVIMCO in September 2012. Prior to joining UVIMCO her previous administrative experience includes working at CFA Institute (AIMR); UVA Physical Medicine and Rehabilitation; and Fork Union Military Academy. She received her B.S. degree from James Madison University.
JOHN MARRON Associate
John Marron is an Associate at UVIMCO and is responsible for public equity and long/short equity investments. He joined UVIMCO in November 2013.
Prior to joining UVIMCO, John spent nine years at the Georgetown University Investment Office covering all asset classes. Before joining Georgetown, John was a senior associate at Callahan & Associates. He received his B.S. in Commerce with a concentration in Finance from the McIntire School of Commerce at the University of Virginia and is a CFA charter holder.
KIM MARTIN Corporate Accounting / HR Assistant
Kim joined UVIMCO in June 2013. She received her Bachelor of Interdisciplinary Studies with Highest Distinction from the University of Virginia.
CHELLIE V. MORRIS Administrative Assistant
Chellie provides administrative assistance to the private markets team. She joined UVIMCO in March 2002.
Prior to joining UVIMCO she was with the CFA Institute (AIMR), AMVEST Corporation, and the UVA Darden Business School.
TINA B. SHIFFLETT Office Manager
Tina joined UVIMCO as Receptionist /Administrative Assistant in 2009. Prior to joining UVIMCO, Tina worked 29 years with Cabell Insurance Associates in various capacities.
CHRISTINA SHRESTHA Investment Accountant
Christina joined UVIMCO in July 2014. She received her B.S in Commerce with a concentration in Accounting from Regis University in Denver, Colorado. Prior to joining UVIMCO, Christina was an Accountant at Vox Media, Inc in Washington, DC.
LONG TRINH Performance Analyst
Long joined UVIMCO in January 2010. Prior to joining UVIMCO, Long worked as an Operation Analyst at Royal Bank of Scotland in Jersey City. He received his BBA from the University of Hawai’i, majoring in Finance, Management, and International Business. He is a CFA charter holder.
AMAURY VAILLANT-BAEZ Legal Administrator
Amaury works with the General Counsel in the preparation, proofreading and processing of legal documents and corporate records. She has been with UVIMCO since November 2013. Amaury received her B.A. in Political Science and International Law from the American University of Paris.
NANCY VETTER Travel Specialist
Nancy joined UVIMCO in June 2013 as its Travel Specialist to coordinate and oversee the travel schedules of UVIMCO management and staff. Nancy’s background includes executive and administrative management, in addition to participating in two successful business ventures.
PENG WANG Associate
Peng Wang is an Investment Associate at UVIMCO, with responsibility for portfolio risk management. Peng joined UVIMCO in November 2012.
Prior to joining UVIMCO, Peng was a quantitative analyst with Georgetown University since March 2010. He was a significant contributor to shaping and creating Georgetown's portfolio and developed asset allocation liquidity analysis models to help monitor and manage the liquidity risk of the endowment. He has extensive expertise in asset allocation and risk management with several publications in top tier journals.
Peng’s primary responsibilities are to monitor and evaluate investment strategies for the UVIMCO investment portfolio. He works directly with UVIMCO’s senior investment team on a wide variety of activities, including exposure management, risk analysis, liquidity management and asset allocation.
Peng obtained a master's degree in physics with a concentration in computer modeling and simulations from Georgetown University. Peng holds a Bachelor of Science degree in physics and economics from Peking University (Beijing, China). He is a CFA charter holder.
DAWN C. WILSON, CPA Manager of Investment Accounting and Reporting
Dawn manages investment and shareholder accounting, cash flows and other investment operations. She joined UVIMCO in January 2000.
Prior to joining UVIMCO, Dawn was an auditor with the Auditor of Public Accounts for the Commonwealth of Virginia. She holds a Certified Public Accountant license in the Commonwealth of Virginia. Dawn received her BS in Accounting from Old Dominion University.
JOHN WINN Manager of Investment Operations
John Winn is the Manager of Investment Operations at UVIMCO, with responsibility for managing UVIMCO’s operational due diligence function. John works closely with members of the investment team in evaluating external investment managers across all asset classes in the UVIMCO portfolio. John joined UVIMCO in July 2013.
Prior to joining UVIMCO, John practiced law for eight years at Cooley LLP, where he focused on the formation, operation and compliance of alternative investment funds. John previously worked on Capitol Hill as a legislative assistant, where he specialized in matters before the House Financial Services Committee, and as an economics consultant with Ernst & Young, where he advised clients on a variety of tax and business strategy issues.
John holds a J.D. from the University of Virginia School of Law, where he was elected to the Order of the Coif, and a B.A. in Economics and Public Policy Studies, summa cum laude, from Duke University.
YICHEN ZHENG Investment Analyst
Yichen joined UVIMCO in July 2014. He received his B.S. in Commerce from the McIntire School of Commerce at the University of Virginia, with concentrations in Finance and Accounting and a second major in Economics.