Investing to support and advance the vital work of the Bill & Melinda Gates Foundation Trust and Gates Family.

Founded in 1994, Cascade applies a fundamental, long horizon investment approach across asset classes and geographies.

While Cascade manages the assets of the Trust, which funds the Bill & Melinda Gates Foundation, neither Cascade nor the Trust play a role in the grantmaking or operations of the foundation. Additionally, the foundation does not control or participate in the Trust’s investment activities. 

Investment Management

Non Profit

Cascade Asset Management Company

Neil Peters-Michaud

Mike Rodden

Michael Larson

Paige Hampton

Lori Sabet

Katie Pelczar

Jerry St. Dennis

Alan Heuberger

The Finance and Accounting team at Cascade Asset Management Company is responsible for overseeing the financial health of the organization's investment portfolio. This includes managing and mitigating financial risks, ensuring accurate accounting and financial reporting, handling taxation matters, and maintaining compliance with regulatory standards. The team works collaboratively to support Cascade's goal of effectively managing the assets that fund the philanthropic efforts of the Bill & Melinda Gates Foundation Trust.

Finance and Accounting

The Investment and Trading Team at Cascade Asset Management Company is responsible for managing and optimizing the investment portfolio of the Bill & Melinda Gates Foundation Trust. This team conducts market analysis, executes trades across various asset classes, evaluates real estate investment opportunities, ensures regulatory compliance, and manages operational processes to support long-term asset growth and stability.

Investment and Trading Team

The Leadership Team at Cascade Asset Management Company oversees the strategic direction and overall management of the company's investment activities. Comprising top executives including the CEO, multiple Chief Investment Officers (CIOs), and an Executive Administrator to the CHRO, this team ensures alignment with the company's long-term investment approach and mission to support the funding endeavors of the Bill & Melinda Gates Foundation Trust. They are responsible for making high-level decisions that guide the company's asset management strategies across various classes and geographies.

Leadership Team

The Asset Management Team at Cascade Asset Management Company focuses on managing and optimizing the Trust's diverse investment portfolio. This includes strategic oversight and operational management of real estate and hotel assets, as well as broader asset classes. They apply rigorous investment analysis, monitor market trends, and identify opportunities to enhance asset performance to support the Trust's long-term financial goals that fund the philanthropic work of the Bill & Melinda Gates Foundation.

Asset Management Team

The Human Resources team at Cascade Asset Management Company is responsible for supporting the company's workforce through strategic talent acquisition, effective people management programs, operational efficiency, and comprehensive benefits administration. They ensure alignment with the company’s core values and mission, foster employee well-being, and enhance organizational performance.

Human Resources

This department focuses on analyzing, managing, and optimizing investment operations and strategies.

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Cascade Asset Management Company

Org chart

Teams

Finance and Accounting

Investment and Trading Team

Leadership Team

Asset Management Team

Human Resources

Investment Management

Offices

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Cascade Asset Management Company

Org chart

Teams

Finance and Accounting

Investment and Trading Team

Leadership Team

Asset Management Team

Human Resources

Investment Management

Offices

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