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. 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 is a member of the Deloitte Audit Quality Advisory Committee, a trustee for the Van Eck mutual funds and 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 GovernanceMetrics International (now part of MSCI). . He is a Senior Fellow for the High Meadows Institute
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 how investors can and do mitigate risks such as climate change, income inequality, lack of diversity, and anti-microbial resistance.
Jon hosts Spark Network’s popular podcast, “Outside In with Jon Lukomnik”, which takes an interdisciplinary approach to what the financial community can learn from non-traditional sources (and from traditional sources thinking in non-traditional ways). The podcast deliberately attempts to break down the silos in which the financial community sometimes surrounds itself.
Jon is also the co-author of two previous books, What They Do With Your Money and “The New Capitalists (Financial Times pick of the year) and more than 200 other articles. He has been honored by the ICGN, Council of Institutional Investors, Ethisphere, the National Association of Corporate Directors, Transparency Task Force, and Global Proxy Watch, among others.