Brad Gates

Brad Gates is an experienced investment management professional currently serving as the Director of Private Markets at Southern Company, a position he has held since March 1998.1 With over 25 years of experience in the financial industry, Gates has established himself as a prominent figure in private markets and investment management.

Professional Experience

Gates' career at Southern Company spans more than two decades, during which he has taken on significant responsibilities:

• Director of Private Markets: In this role, he is responsible for overseeing the investment strategy and implementation of approximately half of the company's portfolio.3
• Assistant Treasurer: Gates has been serving as the Assistant Treasurer of the Georgia Power Foundation, Inc. since March 2000.1

Prior to joining Southern Company, Gates worked as a Financial Advisor at Morgan Stanley Dean Witter from August 1995 to February 1998.1

Education and Qualifications

Brad Gates holds the following educational qualifications:

• Master of Science in Finance from Georgia State University's J. Mack Robinson College of Business (2002-2005)1
• BSBA in Finance from Bowling Green State University (1991-1995)1

Additionally, Gates has earned the Chartered Financial Analyst (CFA) designation, which is reflected in his professional title.1

Other Professional Activities

Throughout his career, Gates has been involved in various professional activities:

• He served as an Investment Selection Committee Member for Engage Ventures, LP from June 2018 to July 2023.1
• Gates has participated as a speaker at industry conferences, sharing his expertise in private markets and pension risk management.23

Brad Gates' extensive experience and involvement in the investment management field have established him as a respected professional in the industry, particularly in the area of private markets investment strategy.