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

Paige Hampton

Sylvia Bowser

Michael Larson

Jeff Dardarian

Lori Sabet

Katie Pelczar

Jerry St. Dennis

Alan Heuberger

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

Finance and Accounting

Leadership Team

Investment and Trading Team

About

Team members

Other teams at Cascade Asset Management Company

Finance and Accounting

Leadership Team