Lori McKnight, CFA

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Indiana University (BA – German  and AS)

Florida State University (MBA)

CFA Institute – Chartered Financial Analyst (CFA)

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Investment professional with 16 years of public and private equity institutional investment management experience at the State Board of Administration of Florida (SBA), the 4^th largest public pension plan in the United States (US).

• Operate with the highest standards of professional integrity and fiduciary responsibility  – independent, objective, credible, moral and ethical

• Public and Private Equity (US and foreign)  investments
• Risk assessment and management using risk models, quantitative and qualitative measures
• External equity investment manager searches and due diligence site visits
• Contract review and development of amendments for investment management agreements for public and private equity managers
• Developed the compliance framework (Florida Statutes, SBA Policies, and Investment Portfolio Guidelines)
• Designated Compliance Officer for the Public and Private Equity asset classes
• Executive management reporting to investment oversight groups and boards
• Analytical work across all pension plan functional areas of legal, performance measurement, risk, trading, corporate governance, external consultant and custodial bank issues
• Lawsuit deposition testimony witness for equity investment class action cases.