James (Jack) is the lead author of Cerulli’s The Cerulli Report—North American Institutional Markets report and sets the agenda for Cerulli’s periodical The Cerulli Edge—U.S. Institutional Edition. Jack has led U.S. market entry strategy and U.S. institutional pricing optimization projects, supporting both foreign and domestic asset managers. During his time at Cerulli, he has contributed to reports across Cerulli’s suite of institutional research, focusing on topics such as insurance general accounts, outsourced chief investment officers, alternative investments, and U.S. subadvisory.

Prior to joining Cerulli, Jack worked as a Research Associate for Chatham Partners.

Full biography here.

Laura has over 15 years of institutional investment management industry experience. She is a member of the Institutional practice, where she leads research for two annual reports. Her focuses are institutional investment solutions including OCIO, and sales and services models. Her experience and knowledge of the institutional asset management space provide a directional framework to ongoing consulting projects. She also regularly contributes to The Cerulli Edge series.

Prior to joining Cerulli Associates, Laura held equity research, product, and analytics roles at Columbia Threadneedle and MFS Investment Management. She is a CFA charterholder and member of the CFA Society Boston.

Full biography here.

As an analyst on the Institutional team, Dhiego coordinates, executes, and benchmarks surveys covering a variety of topics, including environmental, social, and governance, health and hospital systems, and insurance general accounts. He also assists the team in building exhibits and providing commentary.

Prior to joining Cerulli, Dhiego was a Cost Estimator at UG2, where he worked closely with the business development team to calculate the most competitive and efficient costs in response to RFPs and developed winning strategies alongside senior management to gain new business and grow existing partnerships.

Full biography here.

Christopher is a senior analyst on the Institutional team where he supports multiple reports annually, including the annual outsourced chief investment officer (OCIO) report, and various strategic consulting projects throughout the year. He also regularly contributes to The Cerulli Edge—Institutional Edition, The Cerulli Edge—U.S. Edition, and The Cerulli Edge—U.S. Monthly Product Trends.

Christopher was a Senior Analyst at Mercer working within their executive compensation practice before joining Cerulli in 2018.

Full biography here.