Claire Chotiner

Claire P. Chotiner is President of LCG Associates, an independent, 100% employee-owned investment consulting firm headquartered in Atlanta. LCG says it was founded in 1973 and focuses solely on investment consulting for foundations, endowments, corporations, nonprofits, institutions, and private investors.

Chotiner joined LCG in 2007 and is a member of the firm's Board of Directors. Her current responsibilities include overseeing business operations, serving on the OCIO Governance and Risk Management Committees, working with a limited number of clients, and conducting capital-market and asset-class research. Before becoming President, she was Chief Operating Officer and Senior Consultant, and she began at LCG as an Investment Analyst.

Before LCG, Chotiner worked at Donaldson & Co. as a Client Service / Marketing Representative, where she covered client service for the Midwest and East Coast and worked on new business opportunities. She previously served as a Sales Assistant and began her career at Donaldson & Co. as a Reconciliation Representative.

Chotiner is a CFA charterholder, a CAIA charterholder, and a member of the CFA Society of Atlanta. She graduated magna cum laude from the Terry College of Business at the University of Georgia with a B.B.A.

• Chotiner is not publicly presented as a seed-stage venture investor; her public role is institutional investment consulting, OCIO governance, client work, and capital-market / asset-class research at LCG.
• LCG's manager-selection approach is client-specific: the firm says it does not maintain an "approved" strategy list because that can lead to one-size-fits-all portfolios.
• LCG evaluates managers with both quantitative and qualitative analysis, focusing on net-of-fee results and repeatability of historical performance.
• LCG's qualitative due diligence includes meetings with key investment professionals and, for alternative investments, an assessment of business and operational risks.
• LCG says it recommends small/emerging and minority- or women-owned investment managers in both traditional and alternative asset classes.
• LCG's OCIO model is open architecture and customized, with services that may include manager due diligence, search, selection, implementation, fee analysis, and ongoing risk monitoring.