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CFASP/PAIA Presentation:  "Oregon: A Private Equity Pioneer," with John D. Skjervem, CFA, Chief Investment Officer, Oregon State Treasury.

Event Description

Please join us on April 5, 2018 (4pm to 8pm), at the Multnomah Athletic Club for a presentation by John D. Skjervem, CFA, Chief Investment Officer, Oregon State Treasury.


What do Roger Meier, the Fred Meyer family, KKR and the Oregon pioneer all have in common?  Nearly forty years ago, Oregon was an innovator in a new type of investing – private equity.  Comprising over two trillion dollars in AUM today, private equity has since created an entire generation of billionaires and embedded jargon like LBO, carried interest and preferred return into contemporary financial nomenclature.  But long before private equity became a mainstream asset class, Oregon State Treasury and the Oregon Investment Council blazed a courageous trail into the then unknown private equity wilderness.  What does this mean for you today - join us for a discussion of Oregon's foundational role in the evolution of private equity with John D. Skjervem, CFA and Director and Chief Investment Officer for the Oregon State Treasury's $106 billion investment program.


Mr. Skjervem leads an investment team at the Oregon State Treasury (OST) that manages a financial and real asset portfolio valued at $102.5 billion as of December 31, 2017.  That portfolio includes the $77.8 billion Oregon Public Employees Retirement Fund and various other educational, insurance and state agency accounts.


Prior to his appointment at OST, John held a variety of portfolio management and leadership positions at Northern Trust including Chief Investment Officer for the firm's then $170 billion (AUM) Personal Financial Services division.  John started his career as an associate economist for consultants Natelson Levander Whitney, and also worked as a public finance specialist for investment bankers Ehrlich Bober & Co.


John earned an M.B.A. with concentrations in finance and statistics from the Booth School of Business at the University of Chicago, and received a bachelor's degree in Economics from the University of California at Santa Barbara.  He holds the Chartered Financial Analyst designation, and serves on the Pacific Pension Institute's board of directors.  John is also a former director of the CFA Society of Chicago and an honorary member of the St. Francis Foundation in Santa Barbara, CA.


Happy hour will begin at 4:00, followed by 30-minute presentation and Q&A. ​

Event Type


Education Topic


Start Time

4/5/2018 4:00 PM

End Time

4/5/2018 8:00 PM





Event Country


Event Region


Location Info

Multnomah Athletic Club
West/Center Ballroom
1849 S.W. Salmon Street
Portland, Oregon  97205


John D. Skjervem, CFA

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 3/8/2018 12:06 PM by
Last modified at 4/5/2018 1:26 PM by