Firm Overview

The Fuller Foundation has a long history of providing investment management services to non-profit institutions and individuals interested in charitable giving. With the goal of expanding access to these investment solutions to a broader group of organizations and individuals, The Fuller Foundation launched Fuller Investment Management Company in 2013.

Because the majority of individual client investments with us are designated for giving, and organizational assets are designed to support a mission or charity, we believe protection against market volatility is important. With that in mind, Fuller Investment Management Company developed and manages a “fund of hedge funds,” called the Fuller Multi-Strategy Fund, to help accomplish that goal.

In addition to our multi-manager hedge fund product, we also offer our clients exposure to some traditional equity and fixed income investments both through low-cost passive as well as actively managed portfolios. We believe a well-diversified product offering should include both traditional and alternative exposure.

Our Team

 

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Evan Pan, CFA, President and Chief Investment Officer

Evan is the President and Chief Investment Officer of Fuller Investment Management Company. He is responsible for asset allocation, risk management, trading and sourcing, identifying and selecting investment managers. From 2009 through March 2014, Evan was Director of Investments, Public Markets, at the California Institute of Technology (Caltech) endowment where he oversaw the fund’s public markets portfolio, investment strategy, asset allocation and risk management.

Prior to his time at Caltech, from 2005 to 2009, Evan was an Investment Associate and Senior Currency Trader at Dimensional Fund Advisors. He previously spent nine years at Pacific Investment Management Company (PIMCO) where he was a Vice President within the Global Fixed Income portfolio management group. He worked overseas in PIMCO’s Sydney, Singapore and Tokyo offices as Head of Risk Management Asia.

With 18 years of investment experience, Evan is a Chartered Financial Analyst and a member of the CFA Society of Los Angeles. Evan holds a Master of Business Administration from the University of California, Los Angeles Anderson School of Management and a Bachelor of Arts in Economics from the University of California, Irvine.

Email Evan
626.765.8450

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Dan Cooper, CPA, Chief Financial Officer

Dan is the Chief Financial Officer of The Fuller Foundation and oversees the accounting, finance and tax responsibilities that the Foundation performs for charitable trusts and other charitable giving vehicles. He manages the finance and accounting for the Foundation’s investment funds. Dan joins The Fuller Foundation with more than 30 years of non-profit management and accounting experience.

Prior to joining the Foundation, Dan was Chief Financial Officer for the YMCA. As CFO, he provided leadership for the financial turnarounds of two YMCA associations. He also held senior manager positions at KPMG and Ernst & Young. Dan holds a Master of Science in Taxation from the University of Texas at Arlington and a Bachelor of Business Administration in Accounting from Texas State University. He is also a Certified Public Accountant.

Email Dan
626.765.8450

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Todd B. Derrick, MBA, Investment Management Services

Todd oversees The Fuller Foundation’s Investment Management and Charitable Giving services for individuals, families and non-profit clients. Since 1998, he has specialized in using advanced investment strategies to help clients reach their financial and giving goals. Prior to joining the Foundation, Todd spent seven years in public accounting specializing in complex tax matters relating to individuals, partnerships, charitable trusts and estates. He worked in commercial real estate investment sales and leasing for five years with an international commercial real estate brokerage firm. Todd holds a Master of Business Administration from the University of Southern California and a Bachelor of Arts in Economics and Business from Westmont College. Todd is committed to empowering clients to make wise financial decisions that best fit their current needs and long-term charitable giving goals. To learn more about Todd, click here.

Email Todd
626.765.8450

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Jesse Mentz, Senior Investment Analyst

Jesse is a Senior Investment Analyst for Fuller Investment Management Company. He works closely with the Chief Investment Officer on portfolio management, performance reporting, investor relations and research and analysis. Prior to joining Fuller Investment Management Company, Jesse was a Senior Consultant for a commercial real estate valuation and advisory services firm, where he was responsible for modeling cash flows, analyzing capital markets and valuing commercial real estate equity and debt portfolios for large institutional investors. He holds both a Master and Bachelor of Arts in International Relations from the University of Southern California.

Email Jesse
626.765.8450

 

Our History

Fuller Investment Management Company is a wholly owned subsidiary of The Fuller Foundation. Since 1987, The Foundation has helped individuals and organizations work toward reaching their specific financial and giving goals and played a key role in supporting one of the most influential seminaries in the world—Fuller Theological Seminary.

In support of our attention to capital preservation in concert with long term capital appreciation, from inception we have offered our clients the protection of hedged investments.  A deep relationship with Julian Robertson of Tiger Management, that has spanned decades, initially helped launch the Foundation’s presence in alternative investments.

Today Fuller Investment Management Company, and Fuller Multi-Strategy Fund, are a respected resource for many high-net-worth individuals and families, as well as institutions and charities. For many, we are an acknowledged leader in the area of hedge fund investing.  Through our hedge fund investment vehicles we offer an uncommon opportunity for smaller institutions and high-net-worth investors, who are properly qualified, to have access to world-class hedge fund investments normally available only to large institutions.