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Kelly Barofsky, CFA

Principal at Global Endowment Management

Kelly Barofsky, CFA, is a Principal at Global Endowment Management (GEM), focusing on private investments.1 She holds a Master's in Finance from Vanderbilt University's Owen Graduate School of Management and a Bachelor of Science in Finance from Florida State University, graduating summa cum laude.1

In her role at GEM, Kelly is responsible for sourcing new opportunities, directing due diligence and research, and monitoring existing investments.1 She joined GEM in 2014 after working with the Private Investment Team at UNC Management Company, the endowment office for the University of North Carolina system.1

Kelly is a CFA Charterholder and currently serves on the Advisory Board for the M.S.F. program at Vanderbilt University.1 Her expertise in venture capital is evident, as she co-authored a paper titled "Venture Capital: Access is Everything," highlighting the importance of venture capital in endowment portfolios.2

At GEM, Kelly works alongside other investment professionals to manage various funds, including those focused on buyouts, venture capital, and real estate.3 Her role contributes to GEM's status as a leading Outsourced Chief Investment Office (OCIO) providing institutional investment capabilities for endowments and foundations.3

Highlights

Nov 16 · lpallocator.com
Emerging manager-backer GEM follows PE fofs with hedge fofs
Insights Library - Global Endowment Management
Insights Library - Global Endowment Management

Related Questions

What specific investments has Kelly Barofsky focused on at Global Endowment Management?
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Kelly Barofsky, CFA
Kelly Barofsky, CFA, photo 1
Kelly Barofsky, CFA, photo 2
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Location

Charlotte, North Carolina, United States