Skip to Main Content

Please be wary of fraudsters who may attempt to impersonate Cambridge Associates employees. Recently, reports have increased of scams that start with unsolicited invitations to join WhatsApp groups for sharing investment strategies or “stock tips.” Cambridge Associates does not participate in such activities. Avoid sharing personal details or conducting sales with unverified individuals. Report incidents to local authorities and the website owner. WhatsApp scammers may be reported here. For additional information, click here.

Joe Tolen, CAIA

Senior Investment Director, Private Credit

Joe Tolen is a Senior Investment Director at Cambridge Associates.

Joe joined the Credit Investment Group in 2022 and has more than 11 years of investment experience. He is responsible for liquid and alternative credit strategies in the UK, Europe, and Asia. He also has a particular focus in insurance linked securities and litigation finance.

Prior to joining Cambridge Associates, Joe was the Director of Multi-Asset Strategies for the Indiana Public Retirement System (“INPRS”) for four years. In his role, he was responsible for the formulation and implementation of the absolute return and risk parity portfolios. Within absolute return, Joe focused on allocations to insurance-linked, fixed income relative value, global macro, event-driven, structured credit, CTA, multi-strategy, co-investments, and fund-of-fund strategies. Previously, Joe worked on the equity derivatives sales trading desk for Morgan Stanley in London.

Joe holds a Bachelor of Science in Finance and Entrepreneurship from Indiana University. He is a CAIA® charterholder.

How can we help build the right portfolio for you?

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A professional client or an eligible counterparty*
  2. A financial advisor or financial intermediary acting on behalf of a professional client or eligible counterparty*
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*As defined in the Markets in Financial Instruments Directive (Directive 2014/65/EC) as amended or updated (MiFID)

This website is directed and intended to be accessed by persons who satisfy any of the following criteria:

  1. A regulated financial entity*
  2. An institutional investor, investment professional and other entities or individuals who are qualified to operate in financial markets involving regulated financial activity as defined by its local country regulator
  3. An employee or prospective employee

If you satisfy any of these criteria, please click confirm to proceed:

Please check this box to remember my choice

*An entity regulated by its local country regulator which may include banks, collective investment schemes, endowments, foundations, investment managers, insurance companies, pension funds and intermediaries

The information contained herein is not suitable for retail investors.

Please contact us if you have any questions: ContactCA@cambridgeassociates.com

If you clicked decline in error, please click here