General Investing >> Money Manager Interviews >> October 2, 2000

Jeffrey Heil – University Of California

JEFFREY E. HEIL is Director of Equity Investments at the University of California, Office of the Treasurer in Oakland, California. His overall portfolio responsibility includes security selection, strategy and the investment process, as well as management of staff supporting in-house, actively managed equity positions in three portfolios with $55 billion in total assets. Prior to joining the University of California, Mr. Heil was a Vice President of Equity Management for Key Asset Management in Cleveland, Ohio and a Corporate Finance Consultant at McKinsey & Company in Cleveland. In New York, he was an Investment Banker at Asset Growth Partners, Manager of the Valuations Group at Arthur Andersen & Co. and a Securities Analyst at Arnold Bernhard and Company. Mr. Heil earned a BA in Government, summa cum laude, from Ohio University and was selected to the Dean's List and the Phi Beta Kappa Honor Society. At New York University Graduate School of Business, he received an MBA in Finance and was awarded the Marcus Nadler Fellowship. He also earned an Advanced Professional Certificate in post-graduate study in the area of mergers and acquisitions. Mr. Heil is a Chartered Financial Analyst, a member of San Francisco Society of Security Analysts and Association for Investment Management and Research (AIMR). Profile
TWST: What is the Office of the Treasurer of the Regents responsible


Mr. Heil: It's two things. One is the actual treasury function for the

university system. There are about 140,000