Matt Maleri, Asset Allocation, is a Partner of Rocaton and member of Rocaton’s capital markets/asset allocation group. In addition, Matt assists with investment manager research. In this role, Matt provides insight and perspective on the markets and is responsible for general asset class research. Additionally, Matt and the capital markets/asset allocation group are responsible developing the firm’s forward looking capital market assumptions. Prior to joining Rocaton in 2008, Matt worked for Vista Financial Strategies. Matt earned an M.B.A. and a B.S. in Business Administration from Sacred Heart University in Fairfield, CT.
David Murad, Managing Director, Asset Allocation, is a member of Rocaton’s capital markets/asset allocation team, where he conducts asset-liability studies and other client studies. He also supports various research initiatives, including the development of Rocaton’s forward-looking capital market assumptions and outcomes-based and other analyses for Defined Contribution plans. Prior to joining Rocaton in 2011, David spent 3 years with Buck Consultants, where he helped provide actuarial consulting services to organizations for their employees’ benefit plans. David is a CFA charterholder, an Associate of the Society of Actuaries and a Chartered Enterprise Risk Analyst and earned a B.A. in Statistics at Rice University.
Janis Kane, Managing Director, Asset Allocation is a member of Rocaton’s capital markets/asset allocation group. Janis joined Rocaton in 2009 as a member of the asset allocation team. Janis leads asset allocation projects and asset liability studies for clients in addition to managing several research initiatives. Additionally, Janis works directly with institutional investors regarding pension risk management issues, including liability driven investment (LDI) and other pension risk transfer (PRT) strategies. Prior to Rocaton, Janis spent 7 years with Mercer working as a Consulting Actuary. Janis is a holder of the CFA designation and a member of the CFA Institute, Fellow of the Society of Actuaries and an Enrolled Actuary. Janis earned a B.S. in Actuarial Science from the University of Calgary.
David Morton, Chief Market Strategist and Co-Head of Alternatives Research, is a founder and Partner of Rocaton. David provides insight and perspective on the markets and collaborates with the asset allocation, manager research and consulting teams in developing investment themes for Rocaton’s clientele. David co-leads the research effort for credit-related strategies, real estate, and global liquid alternatives. David joined Rocaton after one year at Barra RogersCasey. Previously, David served as Director of Corporate Finance for Wrenchead, Inc.; Manager of Investments for Asarco, Inc. and a Portfolio Analyst at Alliance Capital. David earned an M.B.A. in Finance at New York University’s Stern School of Business and holds a B.S. in Economics from The London School of Economics and Political Science.
Joe Nankof, Consultant, is a founder and Partner of Rocaton. Joe also leads Rocaton’s capital markets/asset allocation research effort. Joe joined Rocaton in 2002 after 7 years at Barra RogersCasey where he served as Managing Director and Head of Investment Consulting. In addition to serving on the Management Committee at Barra RogersCasey, Joe also spent a number of years as part of the firm’s Capital Markets Research team, which supported client asset allocation and asset liability studies. Joe spent the prior 8 years with Towers Perrin as a Consulting Actuary. Joe is an Associate of the Society of Actuaries and a member of the American Academy of Actuaries. Joe earned a B.S. in Economics and Applied Mathematics at the State University of New York at Stony Brook.