Kendra Kaake, Cfa
About Kendra Kaake, Cfa
Kendra Kaake, CFA, is the Director of Investment Strategy at SEI in Toronto, Canada.
Title
Kendra Kaake, CFA, is the Director of Investment Strategy at SEI. She operates out of the Toronto, Canada area.
Current Role at SEI
As the Director of Investment Strategy at SEI, Kendra Kaake offers critical advisement to defined benefit and non-profit partners. Her focus areas include investment policy, strategy formation, governance oversight, asset allocation, risk management, asset class structure, manager selection, and the execution of both traditional and alternative investments.
Previous Roles at Russell Investments
Kendra Kaake held several key positions at Russell Investments over a decade. She was the Director of OCIO Non-Profit Solutions in US Institutional for five months from 2019 to 2020. Prior to this, she served as the Director of Client Strategy & Research in Canada from 2015 to 2019. Earlier, she worked as a Senior Investment Strategist from 2010 to 2015 with responsibilities spanning both the US and Canada.
Expertise in Investment Strategy
Throughout her career, Kendra Kaake has provided expert guidance in areas including investment policy, strategy, governance, asset allocation, risk management, asset class structure, manager selection, and implementation. Her comprehensive approach encompasses both traditional and alternative investments.
Conference Speaking Engagements
Kendra Kaake is a recognized speaker at both SEI-hosted events and industry conferences. Her contributions to these forums showcase her deep knowledge and experience in investment strategy and financial advising.