KC joined NEPC as a Partner and has over thirty years of investment consulting experience. KC is the Philanthropic Practice and Private Wealth Director for NEPC and is a member of the firm’s Management Committee. KC's background includes the creation of our Healthcare Enterprise Risk Model in 2010, portfolio construction and risk management. KC serves on NEPC’s Impact Investing Committee, Diverse Manager Committee and the Women’s Leadership Forum. In 2015, KC was named on CIO magazine’s 2015 annual ranking of the World’s Most Influential Investment Consultants as one of the top ten Specialist consultants for her endowment/foundation and healthcare expertise. In both 2014 and 2013, KC was recognized by CIO magazine in their edition titled “The Knowledge Broker” as one of the top 25 world’s most influential investment consultants.
Prior to joining NEPC, KC was a Principal at Jeffrey Slocum & Associates leading their healthcare practice and working with large endowments and foundations. She was a member of Slocum’s senior management team overseeing planning, hedge funds, legal, risk management and human resources. While at Slocum, KC developed a Healthcare Liquidity Model that allowed clients to adjust their debt profile, pension plan contribution risk, asset structure and asset allocation. KC was also a member of the Executive Committee responsible for overseeing the firm’s hedge fund investment strategy, portfolio construction and operational due diligence. Prior to Slocum, KC was a Consultant at Wyatt Investment Consulting and Ennis, Knupp & Associates.
KC earned her M.B.A., with honors, from the University of Chicago and a B.S. in Decision Sciences from Indiana University. KC holds the Chartered Financial Analyst (CFA) designation as well as the Chartered Alternative Investment Analyst (CAIA) designation.
KC is a frequent conference speaker on the topics of enterprise return and risk, alternative investments and balance sheet strategies. KC has served on several boards and KC currently serves on The Jeremiah Program National Board.