Vanessa (Phillips) Morris, CAIA

Experience

• 

  California State University, Sacramento

  Sept 2009 - Dec 2010

  Lead Tutor, College of Business Administration

  • Instructed students in business courses, motivating and encouraging them to strive for success• Developed schedules, accommodating budget limits, tutor availability and student needs• Simultaneously managed a variety of student needs • Facilitated mediations between tutors in order to resolve conflicts

• 

  LP Capital Advisors

  Apr 2011 - Jul 2012

  Private Equity Analyst

  • Process a schedule of investments for approximately 80 private equity funds on a quarterly basis, tracking underlying investment performance with focus on IRR and MOIC• Generate quarterly monitoring reports on client private equity funds with emphasis on performance and key activities, including cash flows • Enter and track all cash flows for assigned funds including daily reconciliations to ensure accuracy with client’s custodial banks • Produce capital call approval recommendation forms for CalPERS’ private equity funds to check compliance with limited partnership agreements• Analyze general partner-provided financial statements with focus on the fund’s underlying companies• Worked with senior management to gather qualitative and quantitative data for various client presentations and ad hoc requests• Review and evaluate projected amendments to client limited partnership agreements to confirm compliance with legal and accounting requirements• Attend general partner fundraising meetings• Track significant news events for funds and their corresponding investments• Led multiple knowledge share meetings on current private equity topics and present trends Show less

• 

  CalPERS

  Jul 2012 - Feb 2015

  Investment Officer

  Private Equity Group, Underwriting DivisionEvaluate investment proposals and assist in the due diligence of new investments.

• 

  CalSTRS

  Feb 2015 - now

  • Associate Portfolio Manager

    Jun 2022 - now

  • Investment Officer

    Feb 2015 - Jun 2022