Ken Souza, CTP

Experience

• 

  Fidelity Investments

  Jun 2000 - Apr 2006

  Sr Analyst

  FMR Co - Acted as liaison between the firm and ratings agencies such as Morningstar and Lipper, reporting mutual fund performance and holdings to third party data vendors and analyzing the outputs to provide insight to portfolio management, marketing, compliance, etc.

• 

  New York Life Insurance Company

  Jun 2006 - Dec 2008

  Director of Investment Analysis

  - Served on Investment Management team which oversaw approximately $3 billion in invested assets for four New York Life insurance portfolios, covering business units in three cities and more than a million clients.- Contributed to investment management initiatives such as asset allocation strategies for new lines of business as well as periodic revisions to the strategies of existing lines.- Made investment recommendations to senior management based on portfolio performance, market conditions, issuer upgrades/downgrades, and all other market-driven performance drivers. Show less

• 

  University of South Florida

  Dec 2008 - now

  USF Foundation:- Function as the Foundation's senior investment officer, working with the Investment Committee chair to lead the agenda and manage the content of committee meetings. - Manage the investment process and strategy for the USF Foundation Operating and Endowment portfolios, with over $800 million in assets under management.- Lead private markets portfolio buildout by managing research and due diligence efforts on select managers in private equity, venture capital, private real assets, and private credit. Serve on manager LPAC and maintain relationships, post implementation.- Maintain and enhance relationship management efforts with managers in the public markets. Lead any due diligence and manager selection efforts as necessary. Show less - Expanded upon previous role by leading all research efforts as it relates to portfolio asset allocation and tactical weights between active managers.- Led the implementation of new strategies in the private markets through sector research, manager due diligence, and eventually manager selection. - Developed revenue model for Foundation budgeting.- Oversaw the portfolio management of external Foundation assets, such as the charitable gift annuity pool and trust funds.- Contributed to the endowment management network through participation in industry conferences.- Implemented further enhancements to management of the Operating Pool through asset allocation revisions and management of the bond ladder. Show less - Manage the investment process for USF Foundation's investment portfolios. - Coordinate all research and due diligence efforts with Foundation's investment advisor.- Developed and implemented investment strategy for the Operating Portfolio.- Managed relationships with external service providers such as the investment advisor, custody bank, and all asset managers. Monitored active managers to maintain adherence to policy.- Developed and enhanced reporting metrics for measuring performance, risk, and other portfolio attributes.- Led reporting to the Foundation Board of Directors and the Investment Committee. Show less

  • Assistant Vice President of Investments

    Jul 2024 - now

  • Senior Director of Investments

    Jul 2020 - Jul 2024

  • Director of Investments

    Oct 2014 - Jul 2020

  • Adjunct Instructor

    Aug 2012 - May 2015

  • Asst Director of Investments

    Dec 2008 - Oct 2014