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- Date: February 6, 2018
- Location: Grand Cayman Marriott Beach Resort
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Speakers
Mark Yusko
Organization: Morgan Creek Capital Management
Mark W. Yusko is the CEO and Chief Investment Officer of Morgan Creek Capital Management, LLC, a registered
investment adviser formed in July 2004 to provide investment management services based on the University
Endowment Model of investing to wealthy families, individuals and institutional investors. Morgan Creek currently
has $ 3.2 billion in assets under advisement in non-discretionary accounts and discretionary funds.
Prior to forming Morgan Creek, Mark served as the Chief Investment Officer for the University of North Carolina at
Chapel Hill (UNC) from 1998 to 2004. Mark, and his team, founded the UNC Management Company (UNCMC) in
July of 2002 to provide comprehensive investment advisory services to the University including strategic and
tactical asset allocation, investment manager selection, manager performance evaluation, spending policy
management and performance reporting. The Management Company was also responsible for providing Cash
Management and Planned Giving Management services as well as aiding in the commercialization of University
technology and real estate development projects. UNCMC also provided outsourced investment management
services to select schools within the UNC System. Total assets under management were $1.5 billion, $1.2 billion of
Endowment and $300 million of University working capital.
Prior to joining UNC, Mark was the Senior Investment Director for the University of Notre Dame Investment
Office, where he joined as the Assistant Investment Officer, in October of 1993. He worked with the Chief
Investment Officer in all aspects of Endowment Management including asset allocation, investment manager
selection, manager performance evaluation, spending policy management and reporting to the Board of Trustees.
Mark was primarily responsible for portfolio construction and was actively involved in establishing and building
strong programs in real estate, private equity and marketable alternatives. Mark is an Advisory Boa
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