Travis Schoenleber, CAIA, Chapter Co-Head

Managing Director, Cambridge Associates

CAIA Member since 2014

Focus and Experience

Travis is a Managing Director in Cambridge Associates’ Sydney office. Prior to joining the Sydney team, Travis spent seven years as an investment director in Cambridge Associates’ Boston office. He has worked with a wide variety of non-profit institutions, hospitals, pensions, insurance pools, and family offices in Australia, New Zealand, United States, Canada, and Bermuda. Non-profit clients include universities, colleges, independent schools, religious institutions, and foundations ranging in size from $100 million to over $20 billion. Travis advises on investment and institution specific issues such as asset allocation strategy, manager selection, investment program evaluation, liability-driven considerations, and enterprise-related objectives and constraints.

In addition to working with institutions and families across total portfolios, Travis specializes in constructing and overseeing hedge fund and other absolute return portfolios for his clients. He has been a presenter at industry conferences on topics such as investing in hedge funds, constructing and managing portfolios, and risk management from a practitioner’s perspective.

Prior to joining Cambridge Associates in 2007, he was an equities analyst at a $20 billion pension, the Employee Retirement Systems of Texas. He was responsible for individual company research, attribution analysis, and, more specifically, the Asia Property portfolio. As a portfolio manager with the MBA Investment Fund, LLC, he managed three equity and fixed income portfolios with $16 million in total assets. Travis also has two years of US fixed income and mortgage underwriting/securitisation experience at Wells Fargo.

Travis has an MBA from the University of Texas at Austin, McCombs School of Business and a BA from Colorado State University. He also holds the Chartered Financial Analyst and Chartered Alternatives Investment Analyst designations.

Education and Professional Credentials

MBA, the University of Texas at Austin, McCombs School of Business

BA in Anthropology, Colorado State University

CFA Charter Holder

CAIA Charterholder