Jim Bergstrom

Jim Bergstrom is a seasoned professional with over two decades of experience in various domains within the investment industry. His expertise spans endowment management, wealth management for individuals and corporations, personal financial planning, and institutional investment consulting. Over the last ten years, Jim has spearheaded Due Diligence efforts for investments totaling hundreds of millions across diverse asset classes such as global public equities, venture capital, real estate, natural resources, hedge funds, and fixed income. Currently serving as the Co-Chief Investment Officer at the Indiana University Foundation, Jim plays a pivotal role in managing one of the fifty largest educational endowments in the U.S. and stands as a prominent figure in the Indiana investment community. He has held key positions in the CFA Society of Indianapolis, contributing significantly as Membership Chair, Secretary, Vice President, Events Chair, and President. Noteworthy is Jim's role in orchestrating the 2011 CFA Indy Investment Forum, a high-profile event featuring industry stalwarts like Howard Marks, Michael Mauboussin, and Bob Doll - the most lucrative event in the society's history at that time.