Chief Investment Officer, Chevy Chase Trust

 

Amy Raskin is a pioneer in global thematic investing and widely respected as a bold thought leader. As the Chief Investment Officer of Chevy Chase Trust since February 1, 2014, she has propelled the firm to a leadership position in thematic investing, a small, but rapidly growing approach to investing that MSCI  added to its universe of style categories last year.

 

Under her leadership, Chevy Chase Trust has outperformed its global benchmark in each of the last seven years, by an average of 5.5% after fees; it is in the top decile of managers for the last 3-, 5- and 10 years. Amy is also a monthly guest on CNBC.

 

Prior to joining Chevy Chase Trust, Amy was Senior Vice President at AllianceBernstein in New York, serving as Director of Research for Thematic Portfolios, Director of Research on Strategic Change, head of U.S. & Global Growth Equity Research and Chief Investment Officer of AB Venture Capital Fund. The Research on Strategic Change team published in-depth research papers on a wide range of thematic investment topics, such as broadband, China, hybrid vehicles, climate change and molecular medicine.

Earlier, she worked as an investment banker at Lehman Brothers and as a research analyst at Donaldson, Lufkin & Jenrette.

 

Amy graduated from the University of Pennsylvania’s School of Engineering and Applied Science with a Bachelor of Science in Engineering and is an active, long-term member of the Penn Association of Alumnae and the Trustees’ Council of Penn Women (TCPW). She currently serves as Co-Chair of the TCPW Development Committee, and sits on the School of Engineering and Applied Science’s Technical Advisory Board. Her most recent commitment is to funding and supporting research on Type 1 diabetes, which her younger son was diagnosed with in mid-2020.

Jay Eastman is the Co-founder and Principal of EG Capital Group and a longtime philanthropic leader with deep experience in private equity and strategic investing. He currently leads EG Capital Group, a New York City-based family office/private equity firm focused on buyouts and growth capital for small and mid-sized consumer and retail companies in North America. Earlier in his career, he worked on the mergers and acquisitions teams at JP Morgan in New York and London and in real estate finance at Heitman/JMB in Chicago. Jay and his wife Katama chair the Advisory Board at the Naomi Berrie Diabetes Center at Columbia University Medical Center and he has been actively involved in life sciences investing through Dana-Farber Cancer Institute, including board roles with OncoPep and C4 Therapeutics. He and Katama have been involved with Breakthrough T1D (formerly JDRF) since 2004, when their daughter Merrill was diagnosed with type 1 diabetes at 15 months old. Jay holds an M.B.A. from Columbia University and a B.S. from Lake Forest College. He chairs the T1D Fund’s Board of Directors and is a member of the Investment, Nominating & Governance, Capital, and Compensation Committees.