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Dakota Live! Call

Group 29829

Dakota Live! Call 278

March 20, 2026

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11:00 a.m. EST Call 2:00 p.m. EST Call
Group 29845

278

On Dakota Live! 278

Stephanie Szymanski, Chief Investment Officer, Lakeview Capital Management

Cover all institutional accounts in the San Francisco Metro Area

Receive a detailed breakdown of Mass PRIM

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Key Account Highlights Mass PRIM

Boston, MA

Mass PRIM is a Public Pension Fund headquartered at 53 State Street, Suite 600, Boston, MA, operating within the Boston metro area. The Pension Reserves Investment Management Board manages the assets of the Pension Reserves Investment Trust Fund, serving public employee pension benefits for Massachusetts State Employees, Massachusetts Teachers, Boston Teachers, and other local retirement systems. The firm engages consultants such as NEPC for asset allocation, Meketa for public markets, Aberdeen for hedge funds, StepStone for private equity (effective 2026), and Albourne for operational due diligence.

As of December 31, 2024, Mass PRIM oversees assets under management totaling $115 billion. Its investment platform includes diversified allocations across private equity (13%-19%), real estate (7%-13%), timberland (1%-7%), portfolio completion strategies (7%-13%), and global equity (32%-42%). The private equity portfolio comprises 345 active partnerships focused on venture capital, growth equity, and buyout strategies, emphasizing sector-specific and country-specific opportunities. The global equity allocation includes a domestic portfolio with a majority in passively managed large-cap and equity hedged strategies and an international portfolio active in developed and emerging markets. Fixed income allocations range from 17% to 29% combining core and value-added strategies. The portfolio completion strategies feature hedge funds and select real asset managers with a focus on emerging and diverse managers.

Allocator Interview Highlights

Stephanie Szymanski
CIO of Lakeview Capital Management

Stephanie E. Szymanski, CFA, is Chief Investment Officer at Lakeview Capital Management. Stephanie serves as the principal architect of the investment strategy for Lakeview, a distinguished single-family office based in Chicago. In this capacity, she holds comprehensive oversight over asset allocation, manager selection, risk management, and
portfolio construction across a global multi-asset framework that bridges both public and private markets. Stephanie holds a Bachelor of Science in Finance from DePaul University, where she graduated summa cum laude, and she is a CFA Charterholder. She brings deep roots in the Midwest institutional investment community to her role.

Before joining Lakeview, Stephanie spent a formative tenure at Sawdust Investment Management Corp, the family office of CDW founder Michael Krasny. There, she honed her expertise in capital preservation and strategic growth within an accounting-focused culture that prioritized transparency and fundamental understanding over "black box" strategies. Prior to her time in family offices, she held various roles in the broader financial services industry. Stephanie is also a recognized thought leader and community builder. She serves on the Midwest Committee for the Private Equity Women Investor Network (PEWIN), where she helps organize the ASCEND program to mentor the next generation of female investors. Additionally, she is a dedicated mentor with Evanston Scholars, supporting first-generation college students—a testament to her focus on "Career 2.0" and giving back to the ecosystem.

At Lakeview, Stephanie is known for her forensic approach to due diligence—championing "Relationship Alpha" and "Triangulation" to assess the character and resilience of investment managers. She is an advocate for active management where true informational edges exist and has recently shared insightful perspectives on the nuanced role of Artificial Intelligence in the investment process.

Stephanie Szymanski

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11:00 a.m. EST Call 2:00 p.m. EST Call

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