Dulari Pancholi, CFA, CAIA

Principal, Director of Hedge Fund Research

Dulari’s investment career began in 2000 and she joined NEPC in 2006. Dulari is involved in NEPC’s hedge fund research and due diligence activities, in addition to providing consulting services for the non-traditional asset classes of NEPC’s various clients. Dulari is the Co-Head of NEPC’s Impact Investing Committee. Dulari is also frequent speaker at industry conferences on the topic of Impact Investing.

Prior to joining NEPC in August of 2006, Dulari was Vice President of Operations of the Hedge Fund at Venus Capital Management. As Vice President, Dulari was independently responsible for all of the investment operations activity for two funds under management. Her responsibilities included: representing the fund for all operational due diligence conducted by institutional investors, monitoring the portfolio, and assisting the fund manager on risk management for structured products. Prior to that, Dulari was employed as a Research Associate at the Center for International Securities and Derivatives Market (CISDM). As a Research Associate, Dulari's responsibilities included understanding various databases, statistical models, software and analytical tools used for efficient financial analysis. While at CISDM, Dulari authored and co-authored several research papers, one of which was published in the Journal of Alternative Investments in the Spring of 2004. Prior to CISDM, she worked for Kotak Mahindra Asset Management Company in Mumbai, India. Her responsibilities included auditing cash flows and summarizing fund movements for fund managers.

Dulari received her M.B.A. from the University of Massachusetts, Amherst and holds L.L.B. and B.S. degrees from the University of Mumbai. Dulari has attained both of the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. She is also a member of the Boston Security Analysts Society.


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