Erik Moss

Portfolio Manager-Equities at

The YMCA Retirement Fund

Finance

Consumer Services

Profile

Mr. Erik Moss is a Managing Director at The YMCA Retirement Fund.
He joined the Fund in August 2016.
He is involved in the oversight of all private markets strategies with primary responsibilities in the real estate and natural resources portfolios.
He also assists with fund-wide projects, such as asset allocation, exposure monitoring, and investment operations.
Prior to joining the Fund, Mr. Moss spent three years at Perennial Capital Advisors where he assisted with the due diligence and monitoring of the firm’s real estate portfolios on behalf of institutional investors.
He earned a BA in Economics from Tufts University and is a CFA charterholder.

Erik Moss active positions

Companies	Position	Start
The YMCA Retirement Fund The YMCA Retirement Fund Investment ManagersFinance YRF invests in a wide range of assets for the purpose of diversification, which results in lower risk. With a focus on long-term investing and portfolio diversification, the Fund is equipped to endure short-term market fluctuations. To maximize returns and minimize risk for career Y employees, the Fund manages its portfolio according to its long-term investment philosophy and objectives. The Fund’s Board of Trustees sets the investment policy with a target weight for each asset class in the Fund’s portfolio.	Portfolio Manager-Equities	01/08/2016

All active positions of Erik Moss

Former positions of Erik Moss

Companies	Position	End
Perennial Capital Advisors LLC Perennial Capital Advisors LLC Investment ManagersFinance Perennial Capital Advisors LLC is an active manager.	Corporate Officer/Principal	-

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Linked companies

Private companies	3
The YMCA Retirement Fund The YMCA Retirement Fund Investment ManagersFinance YRF invests in a wide range of assets for the purpose of diversification, which results in lower risk. With a focus on long-term investing and portfolio diversification, the Fund is equipped to endure short-term market fluctuations. To maximize returns and minimize risk for career Y employees, the Fund manages its portfolio according to its long-term investment philosophy and objectives. The Fund’s Board of Trustees sets the investment policy with a target weight for each asset class in the Fund’s portfolio.	Finance
Tufts University Tufts University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Perennial Capital Advisors LLC Perennial Capital Advisors LLC Investment ManagersFinance Perennial Capital Advisors LLC is an active manager.	Finance

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