Understanding the Impact of Analyst / Associates in Endowments and Foundations

Moderator

Kathlika Fontes

Director, Investor Relations

Experience:

Ms. Fontes is the Director of Investor Relations, responsible for developing and maintaining relationships with Limited Partners and their advisors and leading capital development processes.

Prior to Grain, Ms. Fontes was at StepStone Group as a lead client advisor. Previously, she held roles in investor relationship management with Deutsche Asset Management, constituent relationship management at American Cancer Society, and technology and strategy consulting at Accenture.

Education:

Ms. Fontes holds an M.B.A. from Columbia Business School and a B.S. in Electrical Engineering from the Georgia Institute of Technology. Ms. Fontes received her M.B.A. degree as a Robert Toigo Foundation Fellow, Management Leader for Tomorrow Fellow, and Board of Overseers Fellow.

Panelists

Anise Charles

Senior Investment Analyst

Anise Charles is a Senior Investment Analyst at the Ford Foundation, covering Public Equities. Prior to joining the Ford Foundation, Anise spent two years as an Investment Banking Analyst at J.P. Morgan, with a focus on deal origination and leveraged credit lending within the technology, media, and telecommunications industry. Anise is a graduate of Swarthmore College, where she received a degree in Economics.

Justin Glover

Public Markets Investment Analyst

Justin Glover joined RWJF as a Public Markets Investment Analyst in June 2023. Justin helps oversee RWJF’s traditional and alternative investment portfolios. Prior to joining the Foundation, Justin worked at Morgan Stanley on the Strategic Partnership team within the Wealth Management Division. He graduated from The Wharton School, University of Pennsylvania, with concentrations in Finance and Entrepreneurship. Justin is from Haymarket, Virginia and has been involved in several initiatives related to investment education, small business entrepreneurship, and now serves on the Young Professional Committee at Princeton Blairstown Center

Antonio Guirola

Analyst

Antonio Guirola joined the Penn Office of Investments in 2022 and is an Analyst focusing on the biotechnology, venture capital, and private equity program for the University’s endowment and pension plan.

Antonio graduated cum laude from Trinity College, where he received a B.A. with honors in Political Science and a minor in Middle East Studies. While at Trinity, he was a Posse Foundation Scholar and member of the Men’s rowing team. Antonio is a native of Queens and currently resides in Philadelphia.

Carlton Lew

Investment Associate

Carlton Lew joined the Foundation as an Investment Associate in 2022. Prior to joining the Foundation, Carlton was an Investment Associate at Pantheon Ventures where he focused on the analysis, evaluation and completion of North American private equity investment opportunities. He began his career at Evercore as an Investment Banking Analyst where he focused on mergers and acquisitions in the technology sector.

Carlton earned a bachelor’s degree in business administration from the University of Southern California.