Jon Lukomnik
Jon Lukomnik
Adjunct Professor of International and Public Affairs & The Brandmeyer Fellow for Impact and Sustainable Investing at Columbia University
Forbes calls long-time institutional investor Jon Lukomnik one of the pioneers of modern corporate governance.
The managing partner of Sinclair Capital LLC, a strategic consultancy to institutional investors, Jon has been the investment advisor or a trustee for more than $100 billion (including New York City’s pension funds) and has consulted to institutional investors with aggregate assets of $1 trillion dollars.
Jon also is Adjunct Professor of International and Public Affairs and The Brandmeyer Fellow for
Impact and Sustainable Investing at Columbia University, a member of the Deloitte Audit Quality Advisory Committee, a trustee for the Van Eck mutual funds where he chairs the audit committee and Senior Fellow at the High Meadows Institute. He serves on the Standards and Emerging Issues Advisory Group of the Public Company Accounting Oversight Board, the Board of The Shareholder Commons and the Advisory Board of The Investment Integration Project. Jon co-founded the International Corporate Governance Network (ICGN) and Governance Metrics International (now part of MSCI). He served for more than a decade as the executive director of the IRRC Institute and is a former Pembroke Visiting Professor at the Judge Business School at Cambridge.
Jon’s most recent book, “Moving Beyond Modern Portfolio Theory: Investing That Matters” is co-authored with Professor Jim Hawley. Their work focuses on MPT’s inability to deal with systematic risk, and provides a coherent finance theory for what has come to be called “systems-level investing”, which explains why investors mitigate risks such as climate change, income inequality, lack of diversity, and anti-microbial resistance as a way to increase return and/or reduce risk. Jon is also the co-author of two other books about the capital markets, and more than 200 academic and practitioner papers.
