Laura N. Stern

Principal at Brownson, Rehmus & Foxworth, Inc.

Laura N. Stern

Laura N. Stern

Principal at Brownson, Rehmus & Foxworth, Inc.

Overview
RelSci Relationships

503

Number of Boards

4

Number of Awards

2

Relationships
RelSci Relationships are individuals Laura N. Stern likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Investment Officer at Brownson, Rehmus & Foxworth, Inc.

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Owner at Brownson, Rehmus & Foxworth, Inc.

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Principal & President at Brownson, Rehmus & Foxworth, Inc.

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Principal at Brownson, Rehmus & Foxworth, Inc.

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Principal at Brownson, Rehmus & Foxworth, Inc.

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Principal, Treasurer at Brownson, Rehmus & Foxworth, Inc.

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Principal, Director at Brownson, Rehmus & Foxworth, Inc.

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Principal at Brownson, Rehmus & Foxworth, Inc.

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Principal, Secretary, Director at Brownson, Rehmus & Foxworth, Inc.

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Principal at Brownson, Rehmus & Foxworth, Inc.

Relationship likelihood: Strong

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Laura N. Stern
Principal at Brownson, Rehmus & Foxworth, Inc.
Education
BA with Honors

The University of Chicago's Office of Investments (COI) is responsible for managing the University's investment assets, which includes overseeing the endowment to ensure that it benefits both current and future generations of the University of Chicago. COI oversees the broad investment strategy and provides input to the development of the strategic and tactical investment policies of the University & UCMC endowments, pension plans and self-insurance trust assets. Their strategy combines qualitative and quantitative analysis, seeking to achieve superior investment performance on a risk-adjusted basis.COI's approach seeks to evaluate the investment strategy as an integrated part of the operating plans of the University rather than in isolation and focuses the the University's overall success, not investment returns. The endowment is well-diversified across a variety of asset classes, including global stocks and bonds, real estate, natural resources, private equity, absolute return strategies and protection (tail-hedging strategies). Asset class exposure is achieved primarily by selecting and engaging external managers. COI manages the global macro and the overlay portfolio to ensure that the portfolio's overall positioning is compliance with the endowment's investment guidelines.COI's strategies for investing in the public markets include: Absolute Return, Private Debt, Fixed Income and Credit. and Global Equities.COI's real assets team invests globally in real estate and natural resources using outside managers. The real estate portfolio invests globally in value-added and opportunistic strategies using both private partnerships and public vehicles. The natural resources portfolio invests globally in strategies that include, but are not limited to: oil and gas exploration & production; power generation; infrastructure; timber; mining and minerals; and agriculture.

MBA

The Kellogg School of Management (The Kellogg School or Kellogg) is the business school of Northwestern University in Evanston, Illinois, with additional campuses in downtown Chicago, Illinois and Miami, Florida. Kellogg offers full-time, part-time, and executive programs, and partners with schools in China, France/Singapore, India, Hong Kong, Israel, Germany, Canada, and Thailand.Founded in 1908 in downtown Chicago as a part-time evening program, the school was chartered to educate business leaders with "good moral character.

Memberships
Member
Current

CFA Society Chicago, aims to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities. Founded in 1925, CFA Society Chicago has more than 4,200 members and is the world's oldest investment analysts' society.

Career History
Principal
2015 - Current

Brownson, Rehmus & Foxworth''s (BHF) investment strategies emphasize long-terminvestment in a diversified portfolio of marketable and non-marketable investmentsintended to provide superior after-tax, inflation-adjusted, economic returns. The firm generally recommends broad diversification through a long-term asset allocation strategy, diversified both across asset classes and within asset classes. BHF may recommend multiple asset classes (both liquid and illiquid), market capitalizations, market styles, and geographic regions to provide diversification.Marketable asset classes recommended by BRF primarily include no-load mutual funds and ETFs. Investment recommendations may also include: equities, warrants, corporate debt securities, commercial paper, CDs, municipal securities, US government securities, options contracts, futures contracts, interests in limited partnerships, and investment company securities (variable life insurance, variable annuities, and mutual funds shares).FBR recommends third-party sponsored private investment vehicles that are notavailable to the broad public. These private investment vehicles include diversified hedge funds, private investment real estate funds, diversified leveraged buyout fund of funds, distressed opportunities fund of funds, venture capital fund of funds, and tax-sensitive inflation hedges.

Vice President, Investment Advisory Services Unit
2001 - Prior
Investment Analyst
Prior

Since its founding in 1913, Chapman and Cutler LLP has focused on finance, representing market participants in all aspects of banking, corporate finance and securities, and public finance transactions. In addition to traditional public financing, where the firm has lead other law firms in a number of issues for the last 25 years, the firm is widely recognized for its experience in specialized areas of finance, including leveraged leasing and other lease finance, asset securitization, and pooled investment products, such as defined portfolios and mutual funds. Chapman and Cutler has offices in Chicago, San Francisco, and Salt Lake City.

Boards & Committees
Chair, Financial Planning Committee
Current

Brownson, Rehmus & Foxworth''s (BHF) investment strategies emphasize long-terminvestment in a diversified portfolio of marketable and non-marketable investmentsintended to provide superior after-tax, inflation-adjusted, economic returns. The firm generally recommends broad diversification through a long-term asset allocation strategy, diversified both across asset classes and within asset classes. BHF may recommend multiple asset classes (both liquid and illiquid), market capitalizations, market styles, and geographic regions to provide diversification.Marketable asset classes recommended by BRF primarily include no-load mutual funds and ETFs. Investment recommendations may also include: equities, warrants, corporate debt securities, commercial paper, CDs, municipal securities, US government securities, options contracts, futures contracts, interests in limited partnerships, and investment company securities (variable life insurance, variable annuities, and mutual funds shares).FBR recommends third-party sponsored private investment vehicles that are notavailable to the broad public. These private investment vehicles include diversified hedge funds, private investment real estate funds, diversified leveraged buyout fund of funds, distressed opportunities fund of funds, venture capital fund of funds, and tax-sensitive inflation hedges.

Vice Chair, Board of Directors
2013 - Current
Member, Board of Directors
1998 - 2004

CFA Society Chicago, aims to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities. Founded in 1925, CFA Society Chicago has more than 4,200 members and is the world's oldest investment analysts' society.

Chairman, Retirement Sub-Committee
Tenure Unconfirmed

United Way of Metro Chicago, Inc. operates as non-profit organization, which allocate funds for health, education, financial stability and safety. The firm provides health, education and financial services. It offers 211 hotline support, center for human trafficking and slavery, born learning, and sports activities. The company was founded by Frances Wisebart Jacobs, Myron W. Reed, William J.O'Ryan, Dean H. Martyn Hart and Rabbi William S. Friedman in 1887 and is headquartered in Chicago, IL.

Awards & Honors
CFA (Chartered Financial Analyst)
CFP (Certified Financial Planner)
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