Jim Foster is a Managing Director and former Chief Investment Officer at Greycourt LLC where he led the Investment Committee and directed portfolio design, cross-asset allocation, scenario simulation, and tax-aware strategies, and served as interim CIO to a hedge fund portfolio. Earlier in his career, Jim was a market maker and fixed income trader at J.P. Morgan, where he helped launch the mortgage-backed securities desk and developed analytics to structure, value, and manage complex cash and derivatives positions. He later ran a global transactional fixed-income group and was an early member of the long-dated equity derivatives desk, executing swaps, structuring synthetic solutions, creating real-time basket trading tools in Asia, and managing one of the largest private placements of its time. At Mellon, he rebranded and expanded a pioneer manager in quant equity, led the Integrated Fiduciary Solutions group on asset-liability mandates, advised on concentrated holdings, conducted manager selection and diligence of private market investments, and shaped a go-to-market strategy spanning banking, asset servicing, asset management, and actuarial services. At Schroders, he was recruited to help drive a turnaround, rebuilding investment products and distribution channels for the Americas. He serves on practitioner editorial boards and external investment committees and has taught at Carnegie Mellon since 2010 and previously at NYU Stern.
