Bio – Chris Tobe, CFA, CAIA

Meet Chris Tobe

CHRIS TOBE, CFA, CAIA, is a seasoned professional in the field of pension investment consulting, recognized for his expertise as an author, consultant, and expert witness. As the Chief Investment Officer for the SEC Registered Investment Advisor Hackett Robertson Tobe, also known as the Hackett Group, based in New Orleans, Chris plays a pivotal role in guiding investment strategies and decisions. Additionally, through his firm Tobe Consultants, headquartered in Louisville, Kentucky, Chris offers his wealth of experience to advise on various ERISA class action legal cases, having consulted on over 70 cases to date.

With a focus on advocating for investor protection and prudent investment practices, Chris has authored several impactful books, including “401k Investments – Target Date and Stable Value” and “Kentucky Fried Pensions”. His writings serve as valuable resources for investors, shedding light on critical aspects of pension investments and regulatory issues.

Throughout his career, Chris has demonstrated a commitment to ensuring the financial well-being of investors and pension beneficiaries. His multifaceted roles as a consultant, expert witness, and author underscore his dedication to advancing transparency, accountability, and sound investment practices in the pension industry.

From 2008-2012 he served as a Trustee and on the Investment and Audit Committees for the $14 billion Kentucky Retirement Systems.
From 2008-2009 he was a Sr. Consultant with New England Pension Consultants and worked with a number of public pension plans in Oklahoma, Missouri, Michigan and the District of Columbia.
Former VP in 401k investments with AEGON 2001-2008.
From 1999-2001 he was an investment consultant to University foundations and endowments at Purdue University, Indiana State, University of Memphis, Creighton University.
From 1997-1999 with the Kentucky State Auditor he published a 40-page report on the investments of both major Kentucky Pension plans. From 1987-1997 he worked as a Bank Trust Investment Officer in the Louisville area.

Chris and his wife Lisa Scott Tobe, a Nurse Practitioner with the University of Louisville Hospital, reside in Anchorage, KY. Together they have six children, two grandchildren, and attend the Church of the Epiphany.

Recognition, Involvement, & Awards

Chris Tobe is not only recognized for his expertise in institutional investment consulting but also for his extensive involvement in public speaking engagements, writing, and community service.

Public Speaking Engagements:

Chris has been invited to speak at prestigious national events and institutions, including the National Council on State Legislature, National Association of State Treasurers, and the Public Pension forum at the Ohio State Law School.
He has also spoken at DePauw University for Truth in Accounting in Chicago and the National Press Club for Governing Magazine, sharing his insights and expertise on public pension management and investment strategies.

Authorship and Media Presence:

Chris has authored five books and numerous articles on investment management and public pension issues.
His expertise has earned him quotes and features in respected publications such as the Wall Street Journal, New York Times, Forbes, and Bloomberg, solidifying his reputation as a thought leader in the industry.
He was interviewed as an expert on the Kentucky Pension system by PBS Frontline, which aired in October 2018.

Educational Background and Professional Affiliations:

Chris holds a BA in Economics from Tulane University and an MBA in Finance & Accounting from Indiana University – Bloomington.
He completed the Program for Advanced Trustee Studies at Harvard Law School and Fiduciary College held at Stanford University, showcasing his commitment to continuous learning and professional development.
Chris has served as the past president of the CFA Society of Louisville and has taught finance and accounting courses at various universities.
He obtained the CFA Charter in 1990 and CFA certificate in ESG investing in 2023.
He obtained the CAIA Charter in 2008 and CAIA micro credential in Private Debt in 2023.

Community Involvement:

Chris is actively involved in several community organizations, including serving as an assistant coach in Special Olympics and being involved in FEAT (Families for Effective Autism Treatment) alongside his wife Lisa.
He previously served as a Boy Scout Leader for the Anchorage Troup for four years and currently serves on the Investment Committee of the Delta Tau Delta Educational Foundation and as the Treasurer of COPES, a non-profit drug prevention education organization in Louisville.
Chris is also active in the Social Responsibility group of the Catholic Church of the Epiphany, demonstrating his commitment to making a positive impact in his community.

Awards and Recognition:

Chris was awarded the US Transparency award by the London based Transparency Task Force in 2019.
Chris has received several awards for his professional achievements and community contributions, including being named one of the top 40 Business Leaders in Louisville by Louisville Business First’s 40 under 40.
He was selected as a Bingham Fellow in the Leadership Louisville Program and received the honor of being named a Kentucky Colonel by Governor Brereton Jones and a Sagamore of the Wabash by Indiana Governor Frank O’Bannon..
Chris has previously held leadership positions in organizations promoting Downtown Louisville and served on the board of the Salvation Army’s Portland Boys & Girls club, further highlighting his dedication to civic engagement and community development.