Aerial Campus View

Investment Office

The UC Investment Office manages the university's approximately $1.7B of endowment assets in a diversified portfolioincluding  traditional long-only equity and fixed income funds, private equity funds, diversified strategies, real estate funds, and separately managed accountswith the goal of balancing support across current and future generations of scholars and researchers.

Practically speaking, this means UCwith oversight from a qualified and highly-skilled Investment Committeeseeks to provide substantial and self-sustaining funding to each endowment's target area while maintaining principal value so our endowments can continue to provide the same support for many decades into the future. That's the transformative power of permanent capital.


Mission

UC's endowment is a source of ongoing support that creates opportunities for students, enhances UC's ability to attract talent, and shapes the future by facilitating innovative research.  UC's first endowment was established shortly after the university was founded in 1819, and its subsequent 2,200 endowment funds continue to provide ongoing and vital support to UC's mission. 

The FY2020 Investment Overview section of the UC Foundation Annual Report outlines recent and long-term performance.


Impact

Endowments have special power to magnify donations – with patience and steady stewardship, an endowment will provide more support and have a larger impact than a gift that is used immediately.

The Henry and Anna B. Krucker Memorial Scholarship Fund was set up in 1984 by Elsie and Rose Krucker to honor their parents with the generous gift of $1.6M. 

The Krucker Fund’s mission is to provide “worthy and needy” students with scholarships to the UC College of Medicine and it has been a runaway success. 

In its first 34 years, the Krucker Fund provided more than $5.4M in scholarships and its asset base more than doubled from $1.6M to more than $3.4M—protecting its ability to provide scholarships for the foreseeable future.


Investment Team

The people devoted to managing and overseeing UC's endowment are passionately focused on enhancing its ability to support UC in innovating education, building excellence, and providing opportunities for students.

Karl Scheer, Chief Investment Officer

Karl Scheer | Chief Investment Officer

Sam Ekis, Investment Director

Sam Ekis, CFA | Investment Director

Tony Caccomo, Senior Investment Analyst

Tony Caccomo, CFA | Sr. Investment Analyst

Doreen Clark, Investment Operations Administrator

Doreen Clark | Assistant to the CIO Investment Operations Administrator

Matthew Mohn, Investment Intern

Matthew Mohn | Investment Intern


More Information

University Hall

University of Cincinnati Investment Office
51 Goodman Drive, 250 University Hall
Cincinnati, OH  45221-0633
513-558-5403

There is a parking garage shared with the Graduate Hotel beneath the building
Be careful to use the University Hall elevators
(NOT those which lead to the hotel)

 

If you are an investment manager or placement agent seeking to do business with the UC Investment Office, please send an introductory email with overview materials to invest@uc.edu