Jon Lukomnik

Focus Areas: Institutional Investing, finance theory, sustainable finance, systems investing

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 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 GovernanceMetrics 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 of International Finance 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 academic books about the capital markets, and more than 200 academic and practitioner papers.

Education

• BA, English, Columbia College
• Graduate work in Public Administration, NYU

Honors & Awards

• Transparency Task Force, Transparency Trophy (2019)
• Directors and Chief Risk Officers, “Exemplar Award” (2018)
• National Association of Corporate Directors. “Directorship 100” (2016, 2012, 2011)
• International Corporate Governance Network. Excellence in Corporate Governance (2013)
• Global Proxy Watch. Global Star (2012)
• Ethisphere Magazine. 100 Most Influential in Business Ethics (2007)