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    Brock Stephens

    Senior Portfolio Manager at Utah Retirement Systems

    Brock Stephens is the Senior Portfolio Manager for Alternative Investments at Utah Retirement Systems, a position he has held since June 2010. He is based in Salt Lake City, Utah, and is responsible for managing a significant portion of the state’s pension fund, which exceeds $40 billion. His primary focus includes sourcing and performing due diligence on investment strategies and managers across various alternative asset classes, such as hedge funds, real assets, and private equity.123

    Educational Background

    Brock earned his Master of Business Administration (MBA) in Finance from Brigham Young University between 2008 and 2010. He also holds a Bachelor of Science in Political Science from Brigham Young University - Hawaii, where he graduated cum laude.13

    Professional Experience

    Before his current role, Brock gained experience as a Portfolio Management Intern at Ensign Peak Advisors, where he assisted in managing a catastrophe bond portfolio. He also worked as a Senior Financial Representative at E*TRADE Financial, focusing on high-net-worth clients and active traders.13

    Contributions and Expertise

    Brock has been involved in discussions around investment strategies, particularly in alternative investments, and has shared insights on manager selection criteria for institutional investors. His expertise encompasses risk management and tactical asset allocation within the pension fund's portfolio.4

    In summary, Brock Stephens is a seasoned investment professional with extensive experience in portfolio management within the public sector, focusing on alternative investments to enhance the performance of Utah's retirement funds.

    Highlights

    May 7 · contactout.com
    Brock Stephens Email & Phone Number | Utah Retirement Systems
    Brock Stephens Email & Phone Number | Utah Retirement Systems
    Utah Retirement Systems | Institution Profile | Private Equity ...
    Jun 8 · perenews.com
    Utah Retirement Systems | Institution Profile - PERE
    What manager selection criteria yields success for ILS?
    What manager selection criteria yields success for ILS?

    Related Questions

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    Brock Stephens
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    Location

    Salt Lake City, Utah, United States