Natalie Jenkins Sorrell
Investment Officer, Employees Retirement System of the City of Dallas
Natalie is the Investment Officer for the $3 billion Employees’ Retirement Fund (EFR) of the City of Dallas. Natalie is responsible for the design and implementation of the overall investment strategy and policy for the Fund. Her career in finance began in the mergers & acquisitions group in investment banking at J.P. Morgan in New York City where she specialized in real estate and media transactions. She later joined GE Equity, GE Capital’s private equity arm based in Stamford, CT, focusing on $10 to $25 million investments in both the healthcare and finance sectors. After graduate school Natalie worked in both global strategy and finance director roles at publishers McGraw-Hill in New York City, and Voyager Expanded Learning based in Dallas, Texas.
She joined Dallas ERF in 2006 and has most recently spearheaded efforts to fulfill new private equity, private real estate, global equity, and master limited partnership (MLP) allocations of $600 million collectively.
Natalie was a selected as a German Marshall Fellow in 2009, and as the recipient of the 2011 Rising Star of Public Funds Award from Institutional Investor News. More recently she was selected as one of the Dallas Business Journal’s 40 Under Forty, and one of the highlighted 40 Under Forty Investment Officers in the March/April 2012 financial publication aiCIO. Natalie serves as Chair of the Investment Committee of Big Thought, a Dallas based non-profit organization focused on creative learning solutions for at-risk youth.
Natalie holds an M.B.A. from The Wharton School at The University of Pennsylvania where she was a Robert A. Toigo Fellow, and a B.A. with honors from Spelman College.