John Papadoulias, Principal, is responsible for qualitative and quantitative analysis of private equity, real estate and other real asset-related investment organizations and strategies. John joined Rocaton in 2006 as an Analyst in Rocaton’s Consulting Group after earning a B.A. in Economics from Williams College and has earned an M.B.A. from the NYU Stern School of Business.
Elizabeth DeLalla, Principal, is responsible for the U.S. equity research effort across all capitalizations and style spectrums. Beth joined Rocaton in 2002 after 15 years at Barra RogersCasey where she served as Director and Head of U.S. Equity. She was also responsible for overseeing the firm’s investment manager database and manager evaluation platforms. Previously, Beth was an equity analyst with The Market Guide. Beth earned a B.S. in Finance from Fordham University, where she graduated summa cum laude.
Julie Moore, Principal,leads the firm’s equity research team. She has direct responsibility for researching a variety of global, non-U.S. developed markets, and emerging markets strategies. Julie also is responsible for leading the development and evolution of equity investment structures. Julie joined Rocaton in 2002 after 5 years at Barra RogersCasey where she served as Director and Head of International Equity Research and was previously part of a client relationship and consulting team. Julie has also served as a Portfolio Manager with Bankers Trust Company. Julie earned an M.B.A. at Amos Tuck School of Business at Dartmouth College and a B.S. in Business Administration at Skidmore College.
Lisa Florentine, Principal, leads the research effort for global fixed income strategies including stable value, municipals, broad market fixed income, LDI, and high yield. Lisa joined Rocaton in 2009 after 11 years at RogersCasey, where she served as Director of Fixed Income Research. Prior to her role in fixed income research at RogersCasey, Lisa was part of a client relationship and consulting team. Prior to joining RogersCasey, Lisa was a securities lending analyst at UBS and also worked at Evaluation Associates. Lisa earned a B.A. in Economics from Washington and Lee University and an M.B.A. with distinction in Finance and Marketing from New York University’s Stern School of Business.
David Morton, Principal, 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.
Roger Fenningdorf, Principal, is responsible for setting the firm’s manager research agenda and also spends a significant amount of his time researching equity and hedge fund strategies/managers. Roger joined Rocaton in 2002 after 8 years at Barra RogersCasey where he served as Managing Director, Head of Global Manager Research, and served as portfolio manager for two fund of funds strategies. Roger is a holder of the CFA designation and a member of the CFA Institute and the Stamford Society of Financial Analysts. Roger earned an M.B.A. in Finance and International Business from Yale University School of Management and a B.A. in Economics from Tufts University.