John V. Ricotta

Analyst-Equity at

Yale University Endowment

Miscellaneous

Consumer Services

Profile

Mr. John V.
Ricotta, CFA, is a Managing Director at Yale University Endowment.
He joined the Yale Investments Office in July 2008.
He focuses on the Endowment’s developed equities and real assets portfolios and is involved in asset allocation and liquidity management.
He graduated from Yale College with a Bachelor of Arts in Economics in 2008.
He is a CFA charter holder.

John V. Ricotta active positions

Companies	Position	Start
Yale University Endowment Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous The Yale investment committee approves guidelines for investment of the Endowment portfolio, specifying investment objectives, spending policy, and approaches for the investment of each asset category. Although distinct in purpose or restriction, endowment funds are commingled in an investment pool and tracked with unit accounting much like a large mutual fund. Endowment gifts of cash, securities or property are valued and exchanged for units that represent a claim on a portion of the whole investment portfolio.	Analyst-Equity	01/07/2008

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Private companies	2
Yale University Endowment Yale University Endowment Investment Trusts/Mutual FundsMiscellaneous The Yale investment committee approves guidelines for investment of the Endowment portfolio, specifying investment objectives, spending policy, and approaches for the investment of each asset category. Although distinct in purpose or restriction, endowment funds are commingled in an investment pool and tracked with unit accounting much like a large mutual fund. Endowment gifts of cash, securities or property are valued and exchanged for units that represent a claim on a portion of the whole investment portfolio.	Miscellaneous
Yale University Yale University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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Miscellaneous