Disciplina Group

REGION: Global

Advisory

Your investment goals.

Your mission.

Disciplina can help you realize both.

Through broad experience, a global investment network and a customized approach, Disciplina helps resource-constrained institutions, such as university endowments and charitable foundations, achieve their missions.

As an Outsourced Chief Investment Officer (OCIO), Disciplina pools resources to provide its clients with investment scale comparable to multi-billion dollar organizations. Disciplina’s methodology gains exposure to asset managers and strategies that have historically been inaccessible to smaller investors, thereby expanding the opportunity set for these investors and placing them on a more level playing field with their larger counterparts.  Such access can feasibly restore countless lost opportunities to provide grants, scholarships, compassionate care and other services vital to each organization’s mission.

Founded by Matthew Wright, former Chief Investment Officer at Vanderbilt University, and former team members from both Vanderbilt and Emory Universities’ Investment Offices, Disciplina Group LLC works closely with small and mid-sized institutional investors with the goal of maximizing performance of their investment policies and portfolios. As an OCIO, Disciplina provides its clients with investment scale comparable to multi-billion dollar organizations by providing access to a global network of investment managers, asset classes and opportunities. Disciplina takes a proactive, ongoing approach to sourcing and monitoring appropriate investment strategies for each of its clients. 

Disciplina understands its clients’ perspectives because its principals have been in their shoes, having hands-on institutional investment management experience for endowments at both Vanderbilt University ($4 billion) and Emory University ($5 billion). Disciplina’s experience is matched by its commitment to each client’s mission. Disciplina offers a flexible platform that enables its clients to invest based on their unique needs. Investment capabilities include traditional assets, emerging and frontier markets, and liquid and illiquid alternative investments.

FEATURED MEMBER

Title: President and CIO

Matthew W. Wright, CFA

President and CIO

Matthew W. Wright, CFA, Founder and President is the former Vice Chancellor for Investments and Chief Investment Officer of Vanderbilt University. In his position, which he held from 2007 – 2012, he led a twenty person team responsible for investment oversight of the university’s $3.9 billion long term investment portfolio, which includes the university endowment. Specific duties entailed strategic and tactical asset allocation, investment manager selection, internal management, risk management, reporting and coordination with the university’s administration, alumni and the Board of Trust.

Prior to joining Vanderbilt University in the summer of 2007, Matthew was the Director of Investments at Emory University for over six years. While at Emory his primary duties included implementation of asset allocation policies, investment strategy, manager selection, and internal management within Emory’s long-term investment portfolio of $5.0 billion. Prior to joining Emory, Matthew worked for Bank of America Capital Management’s Quantitative Strategies Group as a portfolio manager and Xerox Corporation’s Trust Investments department as an investment analyst.

Matthew is a graduate of Seton Hall University (1989) with a bachelor’s degree in Finance and holds an M.B.A. from the University of Rochester (1991). He is also a member of the CFA Institute, Chicago Quantitative Alliance, and Trustee and Investment Committee Chair for The Ensworth School in Nashville, Tennessee.

Throughout his career Matthew has been a featured speaker, moderator and panelist at industry conferences such as NMS Management, Institutional Investor and others. In addition, he has been featured in local and national publications regarding institutional investing and investment risk management. In 2006, he was chosen as a featured participant in the Chicago Mercantile Exchange Group’s (CME) global advertisement campaign, which appeared in periodicals such as Barron’s, the Wall Street Journal, USA Today and Institutional Investor magazine.


Disciplina Group News


Contact Details

Address:
1033 Demonbreun Street, Suite 300
Nashville TN - 37203
Phone:
(615) 490-6004
Contact Person:
Brant W. Smith, CFA
Position:
Managing Director
Email:
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Company Web Address:
http://disciplina.com/