John W. Koza Leadership Program
Nomination forms for the 2020 John W. Koza Leadership Program will be available in October 2019.
Purpose of the John W. Koza Leadership Program
Named in recognition of former chairman John Koza, a respected industry leader and exponent of investor education, the Leadership Fellows Program is designed to promote engagement in PREA among up-and-coming leaders in the institutional investor community. The objective is to familiarize investors with the organization early in their investment careers to ensure that they are fully aware of the educational resources available to them. The program will also be a source of the association's next generation of institutional leadership.
John Koza was a long-time PREA supporter, Board Director and, from 2003 to 2004, Board Chairman. He was a staunch advocate for the association's educational initiatives, including the PREA Institute, conferences and CEO Leadership Forum. We dedicate the Leadership Fellows program in recognition of his many important contributions.
Participation in the Leadership Fellows Program will be limited to representatives of member firms that fall within the "Investor" category. Additionally, candidates for selection as future industry leaders must have an interest in becoming a more active participant in PREA and its investor initiatives. There are no age limits or work experience requirements to be considered for the John W. Koza Leadership Fellow designation.
Nomination and Selection
Eligible individuals are encouraged to apply for the 2020 program in October 2019. However, supervisors may also nominate eligible individuals who work within their organizations. The Institutional Investor Council will select new Fellows each year from among the nominees, with an eye to maintaining balance by investor category.
Fellows will receive a conference fee waiver and travel expense stipend of up to $2,000 per event (subject to the gift policy of the representative’s firm) to attend the Spring Conference, the Annual Investor Conference and the PREA Institute. Each leadership fellow will participate for a two-year period and is required to attend the PREA events during their Fellowship period.
At the beginning of the two-year scholarship period, Fellows will be asked to contribute their time and skills to the association through participation in one of PREA's standing committees, affinity groups and/or select projects as determined by the PREA Institutional Investor Executive Committee. Experience within the leadership structure will give Fellows the opportunity to maximize the benefits of membership for their own firms as well as benefit the association at large. Additionally, their participation in PREA's educational forums will give them opportunities to expand upon their knowledge of industry trends and developments.
2019 John W. Koza Leadership Fellows
Cecelia Chen, Seattle City Employees’ Retirement System
Chen leads real estate and real assets investments at Seattle City Employees’ Retirement System (SCERS), where she sources, underwrites, and monitors alternatives fund investments globally. She also assists with operational due diligence and risk analysis of all funds across the SCERS portfolio. Chen comes from a commodities trading background, where she both programmed algorithms to trade futures contracts and traveled across four continents supervising the physical movements of commodities from farms to container ports. Chen is a Seattle CAIA chapter executive and has a certificate degree from the Commercial Real Estate Development program at the University of Washington and a BA in Economics from Yale University.
Adam Harrison, UTIMCO
Harrison joined UTIMCO in 2017 and serves as an Analyst on the real estate team, helping oversee the endowments’ private equity real estate portfolio. He is responsible for underwriting real estate fund managers, sourcing new opportunities in all markets, and managing relationships for current investments. Prior to joining UTIMCO full-time, Harrison was a summer intern on the UTIMCO real estate team. In college, he interned as an Analyst at a start-up mutual fund and was an Analyst on the McCombs Real Estate Investment Fund as an undergraduate. Harrison graduated with high honors and received a BBA in Finance and a minor in Accounting from the University of Texas at Austin.
Jack Wilson, North Carolina Department of State Treasurer
Wilson is a Real Estate Investment Analyst at the North Carolina Department of State Treasurer. His responsibilities include assisting with the underwriting and due diligence of new commitments, monitoring existing investments, and performing portfolio analysis. Prior to joining NCDST, he worked as an Assistant Vice President at Credit Suisse. Wilson received a BA in Economics from the University of North Carolina at Chapel Hill and has successfully passed all three levels of the Chartered Financial Analyst Program.