Leadership

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Senior Leadership
Tracy Filosa
Head of CA Institute

Tracy is a Managing Director and Head of CA Institute. She has over 25 years of experience working with colleges, universities, foundations, museums, hospitals, and independent schools ranging in size from $10 million to over $30 billion. Tracy specializes in governance, enterprise risk, spending policy, financial sustainability and the role of the endowment. In addition to her client responsibilities, Tracy conducts research with the CA Institute team and is a frequent presenter at client roundtables and conferences.

Tracy began her career as a Consulting Associate at Cambridge Associates in 1990. Prior to rejoining Cambridge Associates in 2014, Tracy was the Principal of TAF Consulting, a firm specializing in finance and planning for non-profit institutions. Prior to founding TAF, Tracy was a Project Manager at Harvard University. She has also worked as a management consultant to non-profits at BSSA, and held analyst positions at Northeastern University and Tufts University. Tracy received an MBA and certificate in Public and Nonprofit Management from the Questrom School of Management at Boston University and a BA in English from Tufts University.

Senior Leadership
Global Head of Private Investments
Jeff-Blazek
Head of Healthcare Practice
Head of Business Risk Management
Global Head of Hedge Funds
Regional Head for Asia
Head of Northeast/Midwest Regional Endowment & Foundation Practice
Chief Investment Strategist
Head of Investment Science
Global Co-Head of Credit Investment Group
Christine_Farquhar
Global Co-Head of Credit Investment Group
Head of CA Institute
Head of European Endowment & Foundation Practice
Chief Compliance Officer
Head of Investment Risk Management
Head of Portfolio Implementation Management
Head of European Private Client Practice
Co-Head of Americas Private Client Practice
Head of European Pension Practice, Regional Head of Germany
Liqian-Ma
Head of Sustainable and Impact Investing Research
Sean McLaughlin
Head of Southeast Regional Endowment & Foundation Practice
Head of North American Pension Practice
Co-Head of Americas Private Client Practice
Global Head of Real Assets
Mark Oshida
Regional Head for Middle East & Africa
Head of Diverse Manager Research
Global Head of Capital Markets Research
Regional Head for Australia & New Zealand
Global Head of Public Equities
Craig-White
Head of West/Southwest Regional Endowment & Foundation Practice