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, and his wife Katama, have been involved with JDRF since their daughter Merrill was diagnosed with T1D in 2004 at 15 months old. In addition to their work with JDRF and the T1D Fund, Jay and Katama chair the Advisory Board at the Naomi Berrie Diabetes Center at Columbia University Medical Center.

Jay is a Co-founder and Principal of EG Capital Group, a family office/private equity firm based in New York City. The firm is primarily focused on buy-outs of, and growth capital for, small and medium sized companies primarily in the consumer/retail space in North America. Previously, he was a member of the mergers and acquisitions teams at JP Morgan in New York and London. Jay also worked in real estate finance at Heitman/JMB in Chicago.

Jay has also been actively involved in the life sciences investing space in association with the Dana-Farber Cancer Institute. He has worked closely with, invested in and been an active board member of two companies born out of Dana-Farber including: OncoPep, an immunotherapy platform focused on multiple targets and C4Therpeutics, which uses a novel technology known as protein degradation to take on various cancers and other diseases.

Jay holds an M.B.A. from Columbia University and B.S. from Lake Forest College. He lives in NYC with his wife Katama and their four children.