Matt Stefan, CFA

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Matt provides diligence and oversight of long-only and hedge fund managers for IOR clients.

Prior to joining IOR, Matt was Senior Director and Head of Manager Research and Monitoring at TIAA Endowments, a $3 billion subsidiary of TIAA that offered outsourced CIO services to colleges, universities, foundations and other non-profit organizations. In that role, Matt led a team of seven to identify and conduct due diligence on third-party managers and co-investments across public and private markets. In addition, he developed a monitoring framework to analyze each manager’s risk appetite and detect early signs of organizational malaise.

Before TIAA, Matt was Managing Director at RoundKeep Capital Advisors, an event-driven hedge fund with peak assets of $1.4 billion. Prior to RoundKeep, Matt was Managing Director at Amundi Alternative Investments, a global fund of hedge funds with peak assets of $26 billion, where he led all elements of the selection and monitoring effort for U.S.-based hedge fund managers focused on event-driven and long/short equity strategies. He was previously a sell-side equity analyst at ABN AMRO where he was recognized as an All-Star Analyst by The Wall Street Journal in its “Best on the Street” survey. 

Matt holds an MBA from Indiana University and an undergraduate degree in finance from the University of Illinois. Matt is a Chartered Financial Analyst (CFA) Charterholder and a member of the CFA Society of Houston.