Tony Bagwell, CFA

Chief Investment Officer, Cook Children's Health Care System

Professional Overview
Tony Bagwell is a seasoned investment professional with over 20 years of experience in asset management and institutional portfolio oversight. As the Chief Investment Officer at Cook Children's Health Care System, he is responsible for developing and implementing the organization's comprehensive investment strategy, managing a multi-billion dollar portfolio, and driving sustainable growth to support the health system's mission.

Experience Summary

Current Role
As Chief Investment Officer at Cook Children's Health Care System since 2019, Tony oversees all aspects of the organization's investment activities, including asset allocation, portfolio construction, risk management, and performance reporting. Under his leadership, the investment portfolio has generated annual returns exceeding the benchmark by 200 basis points, allowing Cook Children's to expand critical healthcare services and programs. Tony also serves on the System's Finance and Investment Committees, providing strategic guidance on financial and capital allocation decisions.

Career Progression
Prior to joining Cook Children's, Tony spent 18 years at Columbia Investment Management Company, where he rose to the role of Managing Director. In this position, he led a team of investment professionals responsible for managing over $25 billion in assets for a diverse range of institutional clients, including endowments, foundations, and pension funds. During his tenure, Tony implemented innovative investment strategies that delivered consistent, risk-adjusted returns and earned him recognition as a leading voice in the asset management industry.

Academic Background
Tony holds a Bachelor of Business Administration degree in Finance from The University of Texas at Austin and is a Chartered Financial Analyst (CFA) charterholder. He has also completed executive education programs in Investment Management and Strategic Leadership at the Harvard Business School.

Areas of Expertise

• Strategic asset allocation and portfolio construction

• Alternative investment management (private equity, real estate, hedge funds)

• Institutional investment policy development

• Risk management and portfolio optimization

• Quantitative analysis and investment research

Professional Impact
Throughout his career, Tony has been actively involved in industry organizations, serving on the board of directors for the CFA Society of Dallas-Fort Worth and as a frequent speaker at national investment conferences. He is recognized for his thought leadership in developing innovative investment solutions to meet the evolving needs of large healthcare systems and other mission-driven institutions.

Conclusion
With his extensive experience, deep industry knowledge, and proven track record of driving investment excellence, Tony Bagwell is a valuable asset to Cook Children's Health Care System. As the organization's Chief Investment Officer, he continues to play a pivotal role in ensuring the long-term financial sustainability and growth of the health system, ultimately enabling it to provide exceptional care to the communities it serves.