Stuart Oltchick is President and Founder of Stuart Portfolio Consultants. Mr. Oltchick was a trustee of Teamsters Local 807's funds while Chief Operating Officer of Thypin Steel Company. Earlier he was with Merrill Lynch as well as Oppenheimer and Company where he sold equities to institutions. He has been a frequent speaker on the state of the art of pension fund investing.
He earned degrees in Engineering from Lehigh University and also attended New York University Graduate School of Business and Harvard Business School's Advanced Management Program.
Mr. Oltchick served as President and Chairman of FEGS, one of the nation’s largest not-for-profit health, education, and human services organizations.
Chris Umscheid focuses on manager origination and business development.
Prior to joining Stuart Portfolio Consultants, Chris spent over a decade at Deutsche Bank where he led the research effort for the Hedge Fund Advisory Group within Deutsche Asset Management. The Hedge Fund Advisory Group provided global institutional investors with bespoke and fund based solutions across liquid alternatives, alternative risk premia, UCITS, hedge funds and niche and private credit strategies.
Before Deutsche Bank, Chris worked as a Fund of Hedge Fund Portfolio Manager for the Wafra Investment Advisory Group. Earlier, he was a Portfolio Manager and Director of Research for Yankee advisers, LLC and a Senior Analyst at Phoenix Advisers Inc.
Chris earned an A.B. in Economics from Dartmouth College and began his career as a Financial Analyst at Goldman Sachs & Co.
Bill Anawaty serves as Stuart Portfolio Consultant’s liaison to Asian and other global institutional investors. His early experience with Asian investors arose from his service at the US Treasury Department HQ in Washington DC as an international lawyer; Director of Special Programs for the Under-Secretary for Monetary Affairs; and Executive Assistant to the Deputy Secretary, in which capacities he traveled regularly to Asian countries, especially Japan.
In the private sector, as Founder/President of Anari Inc., www.anariworldview.com, Bill has brought Asian institutional capital to US and other Western investment managers and asset owners since the 1990’s – significantly in direct real estate, REITS, M&A, infrastructure, private equity, and private credit; and to a lesser extent in venture capital and M&A in the mid-market insurance sector.
For global institutional investors, he regularly conducts macro-strategic investor trips to Asia, Europe, and Latin America. These high-level, small-group exploratory trips are useful for asset allocation, risk assessment, strategic planning and due diligence; and enable Anawaty to keep abreast of the latest interests, needs, and preferences of institutional investors around the world.
A native of Houston, Texas, Bill is a graduate of Yale University (B.A. International Relations) and the University of Texas Law School (J.D.). He spends more than half of each year in Asia.
Chris Wallace is a Managing Director at Stuart Portfolio where he leverages 20+ years of institutional investing as a pension consultant, limited partner, and plan sponsor. Building on his deep industry relationships, Chris enjoys working with fund investment staff, trustees, and pension consultants.
As Senior Vice President of Neuberger Berman, he led the Taft-Hartley business and was responsible for sales and client service across all investment products, including traditional and alternative assets. Prior to Neuberger, Chris led the Taft-Hartley business at Blackrock. Chris began his career at the AFL-CIO, and after Business School at Stanford, served as Director of Research and as an investment consultant at the Marco Consulting Group in Chicago. Then he helped oversee investments for the Joint Industry Board of the Electrical Industry in New York.
Chris earned an A.B. in Politics, Magna Cum Laude, from Princeton and an MBA from Stanford. He serves on the Board of the Trenton Circus Squad. He and his family currently live in Brooklyn, New York.
Dietrich Bilger covers domestic and international fund raising.
Before he formed DRB International Investment Services, Inc., a placement agent, in 1996, Dietrich held senior positions at European American Bank, New York in international banking and was responsible at John Hancock Boston for heading up the international marketing of their asset management programs.
Dietrich earned his degrees in Sociology and Business Administration at the University of Hamburg, Germany. He works out of Chestnut Hill, PA.