Ms. Burns’ financial career spans more than 30 years and includes roles as an institutional investment officer in New York City, finance officer at a New Mexico start-up company that became the largest publicly-traded company in the state, and Chief Lending Officer for a community bank. In these roles, she honed her ability to determine key factors for business sustainability, profitability and growth in a wide variety of industries.
During her investment career, she analyzed more than 3,000 businesses and invested more than $3 billion. During the 1990s, Ms. Burns founded the Project Finance Group at TIAA-CREF and she was the lead institutional investor for construction and long-term investments in the US and emerging markets. Over the course of her investment career, Ms. Burns specialized in a wide variety of industries including energy, utility, industrial, retail, transportation, manufacturing, entertainment, media, private equity, and infrastructure. Ms. Burns developed expertise in structured finance, emerging market finance including project finance, asset-backed securitization, and infrastructure construction lending.
Ms. Burns returned to extraordinary New Mexico, her birthplace, as a senior member of the initial team that developed an innovative lending platform and was responsible for issuing over $40 billion in publicly-registered securities. She is now using her years of experience to expand capital sources for New Mexico to stimulate economic growth, create jobs and facilitate investments with a positive social impact on urban and rural communities.
An Albuquerque native, Ms. Burns graduated from Albuquerque Academy. She earned a Bachelor of Arts in Economics from Princeton University. As an undergraduate, Ms. Burns was a research analyst for Burton G. Malkiel, head of the Economics Department at Princeton, and she worked with him on his New York Times best-selling book, “A Random Walk Down Wall Street.” Ms. Burns also earned an Executive MBA in Finance from New York University’s Stern School of Business.
CFA. Managing Director
Mr. Fellers is a results-oriented investment professional with over 20 years of experience in the areas of portfolio management, trading, risk management, financial modeling, and corporate finance. His experience comes from various institutional investment management roles including Investment Officer at the Federal Home Loan Bank of Seattle, Senior Portfolio Manager and Treasurer at a $50 billion REIT, and most recently, Investment Manager for a $5+ billion corporate pension plan. In each of these roles, Mr. Fellers has directly or indirectly managed $5 – $50 billion in investment capital deployed across numerous asset classes ranging from real estate to securitized debt to emerging market equites.
Throughout his career, Mr. Fellers has been key to the evaluation, acquisition, and disposition decision-making process behind thousands of transactions ranging in size from thousands to billions of dollars. Beyond transactional expertise, Mr. Fellers has played a lead role in portfolio management activities such as defining asset allocation strategies, setting investment policies and guidelines, performing risk analysis and risk budgeting exercises, and monitoring portfolio performance and compliance.
Mr. Fellers is a member of the CFA Institute and was awarded the right to use the Chartered Financial Analyst (CFA) designation in 2000. He holds a Bachelor of Science in Economics from Brigham Young University.