CONSULTANTS AND ADVISORS

Consultants

Gregory C. Allen, Callan Associates

Gregory C. Allen, President and Director of Research, Callan Associates

As President, Mr. Allen is responsible for overseeing Callan's Fund Sponsor Consulting group, the Trust Advisory Group, and all of the firm's research groups which include: Global Manager Research, Alternative Investment Research, Capital Markets Research, Database, Client Report Services, and Operations. Mr. Allen is also a member of Callan's Management Committee, the Alternatives Review Committee, and the Client Policy Review Committee. He is also a member of the Investment Committee which has oversight responsibility for all of Callan's discretionary multi-manager solutions.


Mr. Allen joined the San Francisco office of Callan in 1988 as an analyst in the Capital Markets Research group where he focused on capital market research, quantitative analysis, product development, and asset allocation liability analysis. In 1993, he took over the Operations and Capital Markets Research groups. He has managed a wide variety of projects for Callan, including the development of the firm's performance measurement service, the development of Callan's web site and web-based performance reporting capabilities, and the development and launch of Callan's PEP for WindowsTM software. In 2000, Mr. Allen was promoted to Manager of Specialty Consulting (Now Director of Research) and in 2007 was promoted to President. He is a shareholder of the firm. Mr. Allen earned an MS in Applied Economics and a BA in Economics (Honors, Phi Beta Kappa) from the University of California at Santa Cruz.
 

Advisors

The Alaska Permanent Fund Corporation (APFC) Investment Advisory Board was formed in February of 2001 with the purpose of providing APFC Trustees further insights into the increasingly complex and changing world of institutional investing. The three advisors impart special perspectives drawn from their professional knowledge in the areas of portfolio management, overall management of a large fund and experience with an endowment or trust fund. Each seat has a term of three years and these terms are staggered to ensure that only one position expires annually.

Jerrold Mitchell

Mr. Mitchell managed domestic and international equity portfolios for institutions and mutual funds for over twenty-five years at Wellington Management Company, where he was a partner.  He also served as Chief Investment Officer of the Massachusetts state pension fund for four years and is currently a partner at Saltonstall & Company.  He is a graduate of Yale University and Harvard Law School.

Timothy Walsh

Timothy Walsh

Mr.  Walsh is a senior executive with demonstrated leadership in both the private and public sectors.  He is a seasoned investment fiduciary with in-depth experience in public pension plans, having served as both a Trustee and CIO. Mr. Walsh served as Chief Investment Officer for the State of New Jersey pension fund from 2010 through 2013. At New Jersey, he was the chief fiduciary for the $75 billion pension fund, one of the largest internally managed public pension funds in the United States. Prior to joining the State of New Jersey, he was the Chief Investment Officer managing the $8 billion Indiana State Teachers’ Retirement Fund. Throughout his career, Mr. Walsh has served as fiduciary on several boards of both private and public companies.  Most recently, he served two terms as a Board Member of the United States Securities and Exchange Commission Advisory Committee on Small and Emerging Companies. He holds a Bachelor of Science from Merrimack College and an MBA from the Kellogg School of Management at Northwestern University.

George Zinn

As Corporate Vice President and Treasurer, Mr. Zinn is responsible for overseeing Microsoft's corporate assets. He leads a group which manages the company's worldwide financial and corporate risk, investment portfolio, strategic portfolio, foreign exchange, corporate and structured project finance, dilution management, cash and liquidity, customer financing, and credit activities. Mr. Zinn is dedicated to minimizing financial risks for Microsoft while optimizing returns. Prior to joining Microsoft in 1996, he was a partner in a money-management firm specializing in foreign exchange and commodity trading. Mr. Zinn holds an A.B. in Economics and Environmental Studies, with a minor in Romance Languages, from Bowdoin College. He earned his M.B.A. from the University of Washington while working at Microsoft. Mr. Zinn has also been recognized by Treasury & Risk Management Magazine as a Top 40 Finance Professional under 40.