Summer Forum

Thank you to everyone who attended our Summer Forum on July 30th!

Speakers

Rebecca Patterson

Rebecca Patterson is a Senior Investor at BridgeWater. Rebecca most recently served as Chief Investment Officer of Bessemer Trust and has more than 20 years of investment management experience. Prior to joining BridgeWater, Rebecca worked at J.P. Morgan, as Chief Markets Strategist for Asset Management, as Global Head of Foreign Exchange and Commodities for the Private Bank, and as an Investment Banking Research Analyst, based in New York, London and Singapore where she helped central banks and sovereign wealth funds, other institutional clients and high-net-worth families. Prior to J.P. Morgan, she was a journalist in the U.S. and Europe covering financial markets and politics.

She is a member of the Council on Foreign Relations, the New York Federal Reserve’s Investor Advisory Committee, the Economic Club of New York, and chairs the University of Florida Investment Corporation’s Advisory Board. She is also a board member of Global Kids and a member of the Economic Leadership Council of the Peterson Institute. American Banker has named Rebecca one of “The 25 Most Powerful Women in Finance” for the past five consecutive years.

Rebecca earned an M.B.A. from New York University, an M.A. in international economics from The Johns Hopkins University School of Advanced International Studies, and a B.S. in journalism from the University of Florida. Rebecca lives in New York City with her husband and two daughters.

Nancy Peretz Sheft

Nancy Sheft is Managing Director and Head of External Managers at Bessemer Trust. She is also Portfolio Manager of the Old Westbury Large Cap Strategies fund and the Old Westbury Small & Mid Cap Strategies fund. In these roles, she is responsible for the selection and due diligence of external managers across all asset classes, including Hedge Funds.

Prior to joining Bessemer, Nancy was Managing Director at J.P. Morgan Asset Management, where she was Global Head of Institutional Sales, Product, and Consultant Strategy. Before that, she was Portfolio Manager at Ark Asset Management, where she helped build and manage a large cap growth portfolio. She has also worked at a private equity firm in Houston and at Hambrecht & Quist. Nancy began her career as an analyst at Goldman Sachs.

Nancy earned an M.B.A. from Harvard University and a B.A. in history from Princeton University.