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    Jim Bergstrom

    Co-Chief Investment Officer at Indiana University Foundation

    Jim Bergstrom is the Co-Chief Investment Officer at Indiana University Foundation, a position he has held since April 2021.12 He has over two decades of experience in various areas of the investment industry, including endowment management, wealth management, and institutional investment consulting.2

    Bergstrom joined the Indiana University Foundation in March 2008 as Director of Investments and was promoted to Senior Director of Investments in 2017.12 He has been involved in all aspects of the investment process for the foundation's $2.2 billion educational endowment, including asset allocation, manager selection, and security analysis across various asset classes.2

    Prior to his role at the IU Foundation, Bergstrom worked as an Investment Analyst at Windsor Group from December 2001 to March 2008.2 He is a Chartered Financial Analyst (CFA) and has served in leadership roles for the CFA Society of Indianapolis, including as President.1

    Bergstrom is an alumnus of Indiana University Bloomington, graduating summa cum laude in 1999 with a B.A. in Economics and a minor in English.1 In 2011, he published a book on personal investing titled "Shangri La Investing," which received praise from Warren Buffett.1

    Highlights

    Board of Directors: People: About IUF - Indiana University Foundation
    Senior Management: People: About IUF
    Corporate Officers: People: About IUF - Indiana University Foundation
    The Indiana University Foundation welcomes three distinguished ...
    Indiana University Foundation | Institution Profile
    Jun 8 · perenews.com
    Indiana University Foundation | Institution Profile - PERE
    J T. Forbes named president and CEO of IU Foundation by IU ...
    Bergstrom, Weldy Appointed Co-Chief Investment Officers for IU ...
    Bergstrom, Weldy Appointed Co-Chief Investment Officers for IU ...

    Related Questions

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    Jim Bergstrom
    Jim Bergstrom, photo 1
    Jim Bergstrom, photo 2
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    Location

    Bloomington, Indiana, United States