Overview Agenda Meet the speakers Registration and fees Important notices



Meet the speakers




Keynote speaker

  • Gillian Tett

    Gillian Tett

    US Managing Editor, The Financial Times

     

    Gillian has an unparalleled track record in predicting important trends that impact the world. She called the credit crunch crisis three years ahead of anyone else. Her journalistic work to chart and explain the ensuing global financial crisis is well documented, and she has received awards for her work.

     

    More recently, she foresaw the rise of populism and the electoral success of President Trump, and she now warns on the emerging risks posed by certain new types of fintech — products and services that arise from new “financial innovations” and the current lag of effective regulation and governance to manage these activities.

     

    Gillian is Chairman of the US Editorial Board and America Editor-at-Large at the Financial Times (FT). In her previous role at FT, she was Managing Editor (US) and columnist and also oversaw global coverage of the financial markets. Her twice-weekly column earned her recognition as Columnist of the Year at the 2014 Press Awards. In 2004, Gillian began building a team at FT to cover capital markets, correctly anticipating the need to watch an industry growing uncommonly fast. By 2007, a year ahead of the curve, she began issuing her news-breaking warnings of a looming financial crisis.

     

    Gillian’s current book is The Silo Effect: Why Every Organisation Needs to Disrupt Itself to Survive. She is the author of the New York Times bestseller Fool’s Gold, the gripping tale of how a team of Wall Street bankers led by J.P. Morgan CEO Jamie Dimon created the world of “shadow banking” and then lost control of their creation. Fool’s Gold is a vital contribution to our understanding of the worst economic crisis since the Great Depression. Gillian also wrote Saving the Sun, about Japan’s financial collapse in the 1990s. She was Japan Bureau Chief for FT during Japan’s Lost Decade. Gillian’s next book will examine why every CEO (and investor) needs an “inner anthropologist” to make informed decisions.

     

    In recognition of her work, Gillian has won several awards, including the UK Speechwriters’ Guild Business Communicator of the Year 2012, the Journalist of the Year at the British Press Awards 2009, British Business Journalist of the Year in 2008 and the Wincott prize in 2007. Gillian also received The British Academy President’s Medal 2011, which rewards service to the cause of the humanities and social sciences, specifically for her insightful journalism contributing to public understanding. More recently, she was recognized as Columnist of the Year at the 2014 Press Awards.

     

    Gillian has a PhD in social anthropology from Cambridge University based on research conducted in the former Soviet Union in the early 1990s. She speaks French and Russian and has studied Japanese and Tajik.

     

Guest speakers

  • Ray Dalio

    Ray Dalio

    Co-Chief Investment Officer and Chairman, Bridgewater Associates

     

    Ray is the Founder, Co-Chairman and Co-Chief Investment Officer of Bridgewater Associates, a global macro investment firm he started out of his two-bedroom apartment in New York City 46 years ago. He has been a global macro investor for more than 50 years.

     

    Ray graduated with a Bachelor of Science in finance from the C.W. Post Campus of Long Island University in 1971 and earned an MBA from Harvard Business School in 1973. He has received several lifetime achievement awards for his innovative thinking, which changed the way institutions invest their money (for example, risk parity, alpha overlay and all-weather), and he is the author of the best-selling Principles: Life & Work and Principles for Navigating Big Debt Crises as well as the forthcoming Principles for Dealing with the Changing World Order. He is also a valued macroeconomic advisor to many policymakers around the world. Because of the impact his thinking has had on global macroeconomic policies, Ray was named by Time Magazine as one of the 100 Most Influential People in the World. He is active philanthropically and takes a special interest in ocean exploration.

     

Mercer speakers

  • Chris Adkerson

    Chris Adkerson

    Senior Investment Consultant

     

    Located in the St. Louis office, Chris is a partner and co-leads the Not-for-Profit Endowment Practice Team at Pavilion, a Mercer Practice. He advises endowments and foundations with assets ranging in size from $100 million to more than $1 billion in outsourced CIO and traditional consulting capacities. He is a voting member of the Endowment and Foundation Investment Committee, which is responsible for overseeing the portfolio construction process for delegated clients.

     

    Chris was a senior consultant at Hammond Associates prior to its acquisition by Mercer in 2011. While at Hammond, he assisted clients with crafting investment policy, asset allocation, investment manager selection, performance evaluation, portfolio operations and governance.

     

    His expertise in serving nonprofit clients was recognized by Foundation & Endowment Intelligence, which named him its 2013 Consultant of the Year.

     

    He received a Bachelor of Science in Business Administration with an emphasis in finance from the University of Missouri in 1995. He is a CFA® charterholder and has earned the CAIA designation. Chris is a member of the CFA Institute as well as the St. Louis Society of Financial Analysts.

     

  • Anthony Brown

    Anthony Brown

    US Director of Capital Markets

     

    Anthony is a partner and serves as the US Director of Capital Markets for Mercer’s US Wealth business. He leads the US capital market assumptions-setting process and the US dynamic asset allocation efforts, and he is responsible for generating investment strategy research. In addition, he is the portfolio manager for a fund offered by Mercer Global Investments. Anthony serves on a number of Mercer’s global investment strategy groups. These include the Global Strategic Research Committee, which sets Mercer’s firm-wide investment strategy advice, and the Global Dynamic Asset Allocation Committee.

     

    Anthony joined Mercer with the acquisition of Hammond Associates in 2011. He joined Hammond Associates in 1996 and served as the firm’s Chief Investment Officer. He was primarily responsible for developing and maintaining the firm’s asset allocation models, assisting clients with investment strategy and preparing the firm’s quarterly research report.

     

    Anthony has a bachelor’s degree in finance with a minor in economics from the University of Missouri. He is a CFA® charterholder and a member of both the CFA Institute and the CFA Society of St. Louis.

     

  • Billy Charlton

    Billy Charlton

    Global Head of Private Markets Data Analytics & Research

     

    Billy is the Global Head of Private Markets Data Analytics and Research. He leads Mercer’s Data Analytics and Research Team, which contributes valuable market research and thought leadership to clients and the industry at large.

     

    Billy has been in the financial services industry since 2000 and joined Altius Associates in 2013, which was acquired by Pavilion Financial Corporation in 2016 and merged with LP Capital Advisors to become Pavilion Alternatives Group. He led Pavilion’s Global Research and Analytics Team.

     

    Previously, Billy was a senior lecturer in finance at the University of Texas at Austin, where he was also Associate Director of the Hicks, Muse, Tate and Furst Center for Private Equity Finance. He taught courses in investments, quantitative investments and entrepreneurial finance and also taught the capstone case course in the MBA program Financial Strategies in Private Equity.

     

    Previously, Billy served as Managing Partner at specialist consultants BH Equity Research in San Jose, California, where he was also the Managing Director and Founder of Context Private Equity Alpha, a fund-of-funds manager.

     

    In 2001, he received tenure as an associate professor of finance at the University of Richmond. Billy holds a PhD in finance from the University of Texas at Austin, an MBA from St. Mary’s University in San Antonio, Texas, and a Bachelor of Science in electrical engineering from Texas A&M University. He is a CFA® charterholder.

     

  • Sean Chatburn

    Sean Chatburn

    North America Leader, Equity Boutique

     

    Sean is a principal in Mercer’s Chicago office. He is responsible for all long-only equity research in North America. As a principal and a senior member of the Manager Research Group in the Chicago office, he oversees primary research on numerous equity investment managers across various investment strategies.

     

    Sean has more than 20 years of experience in the investment industry. Before joining Mercer in 2010, he worked as a buy-side equity research analyst at Neuberger Berman, LLC, and spent more than a decade performing fundamental research analysis. This included equity research experience as a buy-side and sell-side analyst and serving as a senior associate in the high-yield corporate finance group at Moody’s Investor Service.

     

    Sean holds an MBA from Villanova University in Pennsylvania and a Bachelor of Science in Business Administration from Bryant University in Rhode Island. He is a CFA® charterholder and a member of the CFA Society of Chicago and the CFA Institute.

     

  • Chris Cozzoni

    Chris Cozzoni

    Senior Investment Consultant

     

    Chris is the co-lead of Mercer’s Not-for-Profit Healthcare Investment segment, providing strategic direction and leadership to our healthcare consultants. He is a member of the Not-for-Profit Investment Committee, the Healthcare Strategic Research Team and the Pavilion Leadership Team. He advises healthcare, endowments, foundations and private wealth in both advisory and delegated roles.

     

    Chris was an investment consultant at Hammond Associates prior to its acquisition by Mercer. Previously, he served as the Assistant Treasurer at Saint Louis University, where he was responsible for managing the institution’s investments, treasury management functions and debt. Before working at Saint Louis University, he was a treasury analyst and internal auditor at Bunge Corporation.

     

    Chris received a Master of Science in finance from Saint Louis University and a Bachelor of Science in Business Administration with an emphasis in accounting from the University of Missouri – St. Louis.

     

  • Samantha Davidson

    Samantha Davidson

    US Leader, OCIO Business

  • Amish Gandhi

    Amish Gandhi

    Senior Investment Consultant

     

    Amish is a principal and senior investment consultant. He is responsible for assisting institutional clients on the full range of investment consulting issues, including investment strategy, portfolio construction, manager selection and performance monitoring. Amish also contributes to and leads a research team that evaluates manager-of-manager strategies.

     

    Amish joined Mercer in the UK in 2008 and transferred to the New York City office in 2014. During 2018 and 2019, Amish was temporarily assigned to the World Economic Forum, where he collaborated on a retirement investment systems reform project, organizing global events and delivering original research on global retirement and investment issues.

     

    Amish holds a Bachelor of Science in economics from the University of Warwick in the UK. He is a CFA® charterholder and has earned the CAIA designation.

     

  • Peter Grant

    Peter Grant

    Senior Investment Consultant

     

    Peter is a partner and senior investment consultant. His primary role is serving Mercer’s sophisticated institutional investment clients. Peter is also a US national leader for client satisfaction and quality reviews, a member of the US Equity Strategic Research Team, an author of papers on target date strategies and retirement readiness, and a business leader for several offices.

     

    He has more than 25 years of experience in the investment consulting industry working with clients to create custom solutions that address investment strategy, manager research, market analysis, policies, governance, and operational and risk-related processes. His clients include multi-billion-dollar wealth management platforms, sovereign wealth funds, corporate defined benefit and defined contribution plans, hospital programs, and not-for-profit endowments and foundations. He periodically presents at conferences focused on investment strategy analysis and design.

     

    Peter has been a CFA® charterholder since 1996. He graduated from Columbia University with an MBA and Cornell University with a Bachelor of Science in applied economics and business management.

     

  • Greg Halagan

    Greg Halagan

    Co-head of US Insurance

     

    Greg is a principal and co-leader of the US Insurance segment. He joined Mercer with the acquisition of Pavilion in 2018. Prior to his current role as a consultant, he was a senior member of the Global Fixed Income Research Team. In this role since 2008, he was responsible for capital markets research and manager due diligence for public and private debt strategies. During this period, Greg was also a member of the Responsible Investment Strategy Group, working to source investment strategies with a social impact and develop research. In this capacity, he served as a member of the Fixed Income Advisory Committee for the UN Principles for Responsible Investment. He currently serves on the boards of both the Jefferson Center and the Citizens League and on the advisory committee of the Minnesota Committee on Foreign Relations.

     

    He received his Bachelor of Arts in finance and accounting from the University of St. Thomas in St. Paul, Minnesota, and his Master of Business and Science (with honors) from the University of Chicago’s Booth School of Business. Greg is a Chartered Alternative Investment Analyst designee and a CFA® charterholder as well as a member of the CFA Institute and the CFA Society of Minnesota.

     

  • Texas Hemmaplardh

    Texas Hemmaplardh

    Endowment Practice Co-Lead

     

    Texas is a partner and co-leads the Endowment investment practice at Mercer. He is based in New York City.

     

    Texas has expertise in capital markets research and portfolio construction across multiple asset classes, and is particularly knowledgeable in the integration of alternative investments into diversified risk-controlled portfolios. Texas was a managing director with Pavilion Advisory Group Inc. prior to its acquisition by Mercer in 2018. In this role, he worked with endowment and foundation clients. In 2016, Pavilion Advisory Group Inc. combined with Jeffrey Slocum & Associates, where Texas had been since 1997 in multiple roles, including Director of Global Fixed Income Research, Director of Alternative Investments and Director of Hedge Fund Strategies. He was also a principal working with not-for-profit clients.

     

    Texas holds a Bachelor of Arts in economics from Yale University and an MBA (with honors) from the University of Chicago’s Booth School of Business. He is a CFA® charterholder and a member of the CFA Institute as well as the CFA Society New York. Texas is a founding and active board member of the Goodwill Easter Seals Minnesota Foundation.

     

  • Katie Hockenmaier

    Katie Hockenmaier

    Senior Investment Consultant

     

    Katie is a partner and senior investment consultant with Mercer’s Wealth group in San Francisco and also serves as the US Defined Contribution Research Director. She primarily provides advice to defined contribution, defined benefit and disability benefit plans. Katie works with large market clients on investment structure analysis and implementation, asset allocation studies, custom fund creation and investment manager evaluations. She is also involved in investment policy statement development.

     

    In her role as US DC Research Director, she is responsible for developing Mercer’s intellectual capital and informing consulting advice for DC plans across all industries, including the healthcare, education and corporate sectors. She is a member of Mercer’s Defined Contribution Committee and Defined Contribution Investment Committee, and she spent five years as a member of Mercer’s Stable Value Strategic Research Team.

     

    Before joining Mercer’s Los Angeles office in 2009, Katie worked in real estate finance in the US and Hong Kong.

     

    Katie holds a Bachelor of Science (cum laude) in business administration with concentrations in valuation finance and entrepreneurship from the University of Southern California and a minor in flute performance from the Thornton School. She holds the CIPM designation and is a CFA® charterholder.

     

  • Jo Holden

    Jo Holden

    Global Head of Investment Research

     

    In her role as Global Head of Investment Research, Jo is responsible for manager research, responsible investment and strategic research worldwide. Within manager research, she manages a group of more than 100 asset class specialists across diversifying/liquid alternatives, fixed income and equities.

     

    Jo sits on Mercer’s Global Leadership Team for our Wealth business and chairs several of our strategic and policy committees. She is also due to take over the co-chairmanship of the Investment Consultants Sustainability Working Group.

     

    Jo was previously Chief Investment Officer for Mercer’s UK Advisory Team and served as European Strategic Director of Research, a role in which she assumed responsibility for making sure our diverse client base received the best of our global research. Jo is also is an investment consultant for a few of Mercer’s strategic clients.

     

    Jo joined Mercer in 2002 from PwC’s actuarial practice and, after several years as an investment consultant in our Liverpool team, has held a number of client-focused and leadership roles. During 2017, Jo was DB Leader for our Liverpool office, where she was responsible for the integration and leadership of the legacy Investment and Funding Teams as the Mercer Wealth business was formed. Jo was also Head of Public Sector, leading on the growth of our public sector business and managing strategic client relationships.

     

    Before the integration of the Investments and Actuarial businesses in late 2016, Jo was a member of the Leadership Team managing Mercer’s UK Investment business. Jo also established our successful Manchester Investments team in 2009.

     

  • Orly Krause

    Orly Krause

    Senior Investment Consultant

  • Christopher Kuhlman

    Christopher Kuhlman

    Senior Investment Consultant

     

    Chris is a principal and senior investment consultant with Pavilion, a Mercer Practice. In his capacity as senior investment consultant, he provides strategic investment advice and customized solutions involving asset allocation, investment structure, pension risk management and plan design.

     

    He currently serves as the Chair of Mercer’s Equity Strategic Research Team and is a member of the Healthcare Strategic Research Team. He is also responsible for managing and mentoring senior investment associate and investment associate staff members.

     

    Chris joined Pavilion Advisory Group in 2011, which was acquired by Mercer in 2018. He has experience advising a variety of institutional client types, including NFP healthcare systems, endowments and foundations, and defined benefit plans. He has worked with clients in a variety of capacities, including acting as an outsourced interim treasury director for a large Midwestern healthcare system during the client’s search for a full-time director.

     

    Before joining Pavilion Advisory Group Inc., he was a proprietary trader at Tower Hill Trading in Chicago. Chris has a Bachelor of Science in finance from DePaul University in Chicago.

     

  • John Lake

    John Lake

    Senior Investment Consultant

  • Raelan Lambert

    Raelan Lambert

    Global Alternatives Leader

     

    Raelan is the Global Alternatives Leader at Mercer, based in Sacramento. In this capacity, Raelan manages Mercer’s global Alternatives practice of more than 200 professionals across 25 offices worldwide, encompassing more than $22 billion of assets under management and $160 billion of assets under advisement. Mercer Alternatives provides strategic research, trusted advice and investment solutions for institutional investors seeking to allocate to private markets and hedge fund strategies, globally.

     

    Raelan has been in the financial services industry since 1998, focusing on private equity and private markets since 2005. She serves as a contributing member of many investment and leadership committees within Alternatives, Mercer and Marsh McLennan.

     

    Raelan’s thought leadership and contributions to drive impactful change in our industry have been featured in publications worldwide. In 2019, Raelan was named by CIO Magazine as one of the Knowledge Broker New Guard, a distinction honoring her as one of the world’s most influential investment consultants.

     

    Before joining Mercer, Raelan was located in New York City. Her career experience includes developing new client relationships within financial services at DoubleClick, a Google marketing company. She also partnered with C-level executives across all divisions of American Express to drive strategic initiatives with the firm’s top technology partners, including Cisco Systems, IBM and Oracle.

     

    Raelan started her career at Goldman Sachs in the Finance and Wealth Management divisions, which included assignments in Tokyo and Hong Kong.

     

    Raelan received a Bachelor of Arts in French language and literature from the University of Virginia and self-supported her education. Raelan is fluent in French.

     

  • Jay Love

    Jay Love

    US Investment Leader

     

    Jay is Mercer’s US Investment Consulting Leader, based in Atlanta. He has previously served as Mercer’s US Director of Strategic Research and National Segment Leader for Defined Benefit Consulting. His responsibilities include serving as a senior consultant for large public and private pension plans. Jay has worked with a wide range of clients in his 20+ years with Mercer, ranging from hospital operating assets to sovereign wealth funds.

     

    Jay serves and has previously served on a number of Mercer research and policy groups. These include the US Investment Policy Committee, responsible for developing Mercer’s firm-wide views on current investment issues and guiding the direction of Mercer’s client consulting; the Global Strategic Research Committee; the US and International Equity Manager Ratings Review Committees, which determine Mercer’s view of specific investment manager strategies; and Mercer’s Equity, Alternatives and LDI Strategic Research Teams.

     

    Jay led Mercer’s US capital market assumptions development process from 2011 to 2013, when he was responsible for producing the asset class return and risk assumptions used throughout Mercer in the US, and he continues to serve on the US Capital Markets Committee. Jay is also involved in the development of the economic simulation models and software used in Mercer’s capital market studies.

     

    Jay holds a Bachelor of Science in economics from Millsaps College in Jackson, Mississippi. He is a CFA® charterholder and a member of both the Atlanta Society of Financial Analysts and the CFA Institute. Jay was named to CIO Magazine’s 2017 and 2018 lists of the World’s Most Influential Investment Consultants.

     

  • Christine Mahoney

    Christine Mahoney

    US Wealth Leader

     

    Based in Washington, DC, Christine is the US Wealth Leader. Previously, as the Global Leader of Strategy for the Wealth and Health businesses, she was responsible for integrating our Global Health solution across Mercer Marsh Benefits, MCG and Thomsons Online Benefits — a recent technology acquisition. Before her most recent role, she managed the South market and various retirement businesses in the US and was a senior pension actuary working with large multinational retirement plan sponsors on core and strategic consulting projects.

     

    Christine has more than 30 years of experience in the industry, including 21 years with Mercer. She joined Mercer following the acquisition of Foster Higgins.

     

  • Susan McDermott

    Susan McDermott

    US Strategic Research Director

     

    Susan is a partner at Pavilion, a Mercer Practice. She serves as lead consultant and relationship manager, providing strategic investment advice to institutional retirement funds, healthcare organizations, endowments, foundations and private wealth clients. In addition, she is a member of the Not-for-Profit Investment Committee, the Global Equities Manager Ratings Committee and the Strategic Research Group overseeing the development of intellectual capital for the firm’s investment consulting and advisory clients.

     

    Formerly, she was Chief Investment Officer, Institutional Advisory, of Pavilion Advisory Group Inc. As Chief Investment Officer, Susan served as Chair of Pavilion’s Investment Policy Committee and was a member of the Manager Research Committee. Susan joined Pavilion as a consultant in 1991. She has 38 years of investment experience. Prior to joining Pavilion, Susan was an associate at Ennis, Knupp & Associates and a portfolio manager and trust officer at the First National Bank of Chicago.

     

    Susan earned a Bachelor of Science in finance from the University of Illinois at Urbana–Champaign and an MBA (with distinction) in finance and marketing from Northwestern University in Evanston, Illinois. She is a member of the CFA Institute and the CFA Society of Chicago as well as the Chicago Finance Exchange.

     

  • David McMillan

    David McMillan

    Chief Investment Officer, Hedge Funds

     

    Dave is Mercer’s Chief Investment Officer for Hedge Funds. He chairs the firm’s Hedge Fund Investment Committee and serves on the Hedge Fund Ratings Review Committee. In addition, he is the portfolio manager for several funds offered by Mercer Investments, LLC, and serves as an advisor for a number of larger clients with bespoke hedge fund programs.

     

    In 1999, David joined Hammond Associates, which was acquired by Mercer in 2011. He served as Director of Hedge Funds and was responsible for the creation and management of the firm’s hedge fund research and consulting efforts. David designed the firm’s hedge fund manager due diligence and post-investment manager monitoring processes and shaped Hammond’s hedge fund portfolio construction philosophy.

     

    During his career, David has constructed more than 50 multi-manager hedge fund portfolios, including customized direct programs and commingled funds. Previously, David was responsible for Hammond’s traditional manager research efforts. David has more than 25 years of experience in the financial, banking and investment advisory industries, including nearly 20 years dedicated to hedge fund research and investing.

     

    David has been a featured speaker at various industry conferences on the subjects of manager selection, hedge fund investing and hedge fund risk monitoring. He received a Bachelor of Science/Bachelor of Arts in finance from the Ohio State University and is a CFA® charterholder. David is a member of the CFA Institute.

     

  • Chris Moore

    Chris Moore

    Chief Investment Officer, Not-for-Profit

     

    Chris is the Chief Investment Officer for the firm’s Not-for-Profit (NFP) segment. He is responsible for investment activities in the NFP segment, including overseeing asset allocation, manager selection and strategy implementation for both advisory and delegated clients.

     

    Chris was with Summit Strategies Group for 11 years before its acquisition by Mercer 2018 and was a managing director and Chief Investment Officer of the firm. His experience includes working with multiple client types, including endowments, foundations, healthcare systems and insurance funds. He was responsible for leading the firm’s strategic and tactical asset allocation recommendations and managing Summit’s risk management infrastructure. In his early days with Summit Strategies Group, Chris co-led the Hedge Fund Group, where he shared responsibility for manager selection and portfolio construction. Before joining Summit in 2007, Chris worked for NISA Investment Advisors, where he was a fixed income portfolio manager and trader.

     

    Chris holds a Bachelor of Science in biochemical engineering from the University of Missouri and an MBA from Washington University’s John M. Olin School of Business. He is a CFA® charterholder and a CAIA charterholder and a member of the CFA Society of St. Louis.

     

  • Conor Murphy

    Conor Murphy

    Investment Consultant

     

    Conor Murphy is a principal and senior investment consultant focused primarily on strategic consulting to corporate and not-for-profit clients. He specializes in guiding clients in fulfilling their fiduciary responsibilities with regard to plan strategy, asset allocation and de-risking, manager due diligence and implementation, vendor management, and governance practices. Additionally, Conor serves as a member of Mercer’s US Defined Benefit and Defined Contribution Investment Committees.

     

    He has been in the investment industry since 2004 and has further background in leading investment manager research efforts, developing and leading OCIO search services on behalf of plan sponsors and supporting the implementation of OCIO solutions at predecessor firms.

     

    Conor received a Bachelor of Business Administration in both finance and accounting from the University of Iowa and earned his MBA from the University of Minnesota Carlson School of Management. A frequent speaker at industry conferences, he is a CFA® charterholder and a member of both the CFA Institute and the CFA Society of Minnesota.

     

  • Bill Muysken

    Bill Muysken

    Global Chief Investment Officer, Alternatives

     

    Bill is a senior partner and is Mercer’s Global Chief Investment Officer for Alternatives. He oversees the management of all Mercer’s discretionary alternatives portfolios worldwide, which totaled $21 billion in assets as of December 31, 2017. Bill is based in London.

     

    Before returning to Mercer in May 2010 to take up his current role, Bill had previously been with Mercer from 1992 to 2007, initially in Melbourne, Australia, then in London from 1997 as Global Head of Manager Research and, from 2003 onward, as Global Head of Research. During this period, Bill provided advice on international investment issues to clients based in 20 countries. In 2003, Bill was named European Investment Consultant of the Year by Global Money Management magazine.

     

    Bill spent just over three years between his two stints at Mercer as a portfolio manager on Thames River Capital’s Multimanager Alternatives Team. Prior to joining Mercer, Bill worked for the Australian government in Canberra and for Prudential Assurance in Sydney.

     

    Bill holds a bachelor’s degree in actuarial studies from Macquarie University in Australia. He is a Fellow of both the Institute and Faculty of Actuaries in the UK and the Institute of Actuaries of Australia.

     

  • Meenu Natarajan

    Meenu Natarajan

    West DC Segment Leader

     

    Meenu is a principal and senior investment consultant with Mercer’s Wealth business in San Francisco in addition to serving as the West Market Defined Contribution Segment Leader. Meenu primarily provides advice and guidance to large-market clients on investment structure analysis and implementation, asset allocation studies, custom fund creation and investment manager evaluations, multiple employer plans, and investment policy statement development.

     

    Before joining Mercer, Meenu served as Director of Retirement Investments at Hewlett Packard (HP), where she was responsible for running HP’s Investment Review Committee, with oversight, governance and fiduciary responsibilities for HP’s US pension, US 401(k) and non-US retirement plan assets of ~$21 billion in diverse asset classes. Before joining HP, Meenu was responsible for the strategy, governance, execution and communication of the defined contribution plans in the Americas for Franklin Templeton Investments.

     

    Meenu began her career in financial services and has spent more than 16 years constructing comprehensive financial and investment plans for individuals, corporate/noncorporate and institutional clients. She serves on the Public Policy and ESG Committees for the Defined Contribution Institutional Investment Association (DCIIA), Public Policy Advisory Council for the Employee Benefit Research Institute (EBRI), and Mercer’s Defined Contribution and Defined Contribution Investment Committees.

     

    Meenu earned a bachelor’s degree in information technology and economics from York University in Toronto, Canada, and an MBA from the University of California, Berkeley, Haas School of Business. She also holds the Retirement Plans Associate (RPA) designation.

     

  • Rich Nuzum

    Rich Nuzum

    President, Wealth

     

    Rich is President of Mercer’s Wealth business and a member of Mercer’s Executive Leadership Team. Rich is responsible for Mercer’s delivery of investment consulting, open architecture manager-of-managers investment management, and retirement actuarial consulting services and solutions globally. Over the past 25 years, Rich has provided investment advice to clients in more than 20 countries, including many of the world’s largest institutional investors.

     

    In prior roles, Rich was the President and Global Business Leader and, subsequently, global Chief Investment Officer for Mercer’s Investment Management business. He held a variety of other leadership roles while based in Tokyo, Singapore and, later, New York.

     

    Rich holds an MBA (with high honors) in analytic finance and accounting from the University of Chicago and a Bachelor of Arts (with honors) in mathematical sciences and mathematical economic analysis from Rice University in Houston, Texas. Rich also did graduate work in international economics at Tokyo University. Rich is a CFA® charterholder and a member of the CFA Institute.

     

    CIO Magazine has repeatedly listed Rich in its annual list of the world’s most influential investment consultants and in 2017 named him Consultant of the Year. Rich is the executive sponsor of Mercer’s Pride business resource group.

     

  • Meggan O’Shea

    Meggan O’Shea

    Senior Investment Consultant

     

    Meggan is a senior consultant with Mercer’s Investments business. She uses an] approach that integrates an entity’s variety of investment pools (liquidity, operational reserves, pension, insurance and foundation) into an analytical framework for risk management. She is Chair of the Healthcare Strategic Research Team and a member of the Investment Policy Committee and the Not-for-Profit Investment Committee.

     

    Meggan worked for Pavilion Advisory Group Inc. prior to its acquisition by Mercer in 2018, serving as Managing Director, co-leading Pavilion’s Healthcare practice. In 1994, she joined Jeffrey Slocum & Associates (Slocum’s business was combined with Pavilion Advisory Group Inc. in 2016) and has been in the investment industry since 1993. Previously, Meggan worked at Fleet Financial Group in commercial lending.

     

    Meggan received her undergraduate degree in economics from Smith College and holds an MBA from the University of Chicago.

     

    She is a CFA® charterholder and a member of the CFA Institute and the CFA Society of Minnesota.

     

  • Michael Porter

    Michael Porter

    Senior Investment Consultant

     

    Michael is a senior investment consultant responsible for the stewardship of institutional assets, including defined contribution and defined benefit retirement plans, with a focus on client-centered solutions designed to meet clients’ unique objectives.

     

    With more than 20 years of institutional investment experience, before joining Mercer’s US Wealth team, Michael represented all AQR Capital’s strategies and capabilities to US investment research professionals, consultants and investors. Before that, he was the Senior Vice President at Saddle Peak Asset Management, where he built relationships with consultants, foundations, endowments and high-net-worth families. Earlier in his career, Michael co-led the North American consultant relations effort at Dimensional Fund Advisors and was an investment consultant at Asset Strategy Consulting in Los Angeles.

     

    Michael served on the Applied Behavioral Finance Committee for the Los Angeles chapter of the CFA Institute.

     

    Michael earned a Bachelor of Science (cum laude) in business administration from Villanova University in Pennsylvania and an MBA from the S.C. Johnson Graduate School of Management at Cornell University. He is a CFA® charterholder and a Certified Management Accountant (inactive).

     

  • Andrew Scheufele

    Andrew Scheufele

    US Head of Investment Strategy, Delegated Solutions

  • Matt Scott

    Matt Scott

    Senior Strategic Research Specialist

     

    Matt is a senior strategic research specialist for Mercer’s global Investments business. Located in Bristol, England, he is responsible for preparing white papers and other materials on a broad range of investment issues and has roles relating to portfolio construction and solutions. In addition, he specializes in researching alternative asset classes and thematic investment opportunities.

     

    Before working as a researcher, Matt was a field consultant in Mercer’s Investment Advisory practice. In the past, Matt has written central advice on alternative indexation, frontier markets, the US elections, cryptocurrencies, ETFs, gold and commodities in general.

     

    Matt graduated from Exeter University in 2003 with a master’s degree in bioinformatics. He also received an honors degree in biological sciences from St Catherine’s College, Oxford, in 2002.

     

  • Travis Simon

    Travis Simon

    Investment Consultant

     

    Travis is a principal at Mercer. Travis works with the Not-for-Profit chief investment officer and is a member of the Not-for-Profit Investment Committee, which directs portfolio strategy. To enhance portfolio management, Travis has designed and used propriety risk measurement tools to devise strategic responses to the evolving risk environment. Additionally, Travis was instrumental in developing Pavilion’s proprietary enterprise risk modeling module (the CARE model), which integrates a healthcare entity’s investments with its operating metrics, key financial ratios, capital budgets, debt structure, pension liabilities, liquidity needs, audit and rating agency considerations, and philanthropic development efforts. In 2018, Mercer acquired Pavilion Advisory Group Inc., where Travis was a member of the Office of the Chief Investment Officer and the Risk Management and Strategic Analysis Team.

     

    Prior to joining Pavilion Advisory Group Inc., Travis worked for RBC Capital Markets’ transfer department and government bond desk’s pricing and accounting programs. Travis developed several technical systems to increase the efficiency and accuracy of his team’s daily processes.

     

    Travis earned a Bachelor of Science in finance from Minnesota State University, Mankato. He is a CFA® charterholder and sits on the Education Committee for the CFA Society of Minnesota.

     

  • Melissa Swift

    Melissa Swift

    US Transformation Leader

  • Pat Tomlinson

    Pat Tomlinson

    President, US & Canada

  • Cori Trautvetter

    Cori Trautvetter

    Co-Leader, Foundations

     

    Cori is a partner and serves as co-leader for Pavilion’s Not-for-Profit Foundation segment. She is located in the St. Louis office and is part of the firm’s Not-for-Profit Investment Committee as well as the Endowment and Foundation and Sustainable Investment Strategic Research Teams. She also leads the US Investments DEI Advisory Committee and is a member of the Global Investments Diversity Council.

     

    Cori was a managing director at Pavilion Advisory Group Inc. before its acquisition by Mercer in 2018. In this role, she provided strategic investment advice to endowments, foundations, defined contribution plans, defined benefit plans, healthcare organizations and Taft–Hartley funds and also led the firm’s Endowment and Foundation Practice. Cori joined Pavilion Advisory Group Inc. in 2000.

     

    Before joining Pavilion Advisory Group Inc., Cori served for five years as an Associate Banker at Illini Bank in Springfield, Illinois. At Illini Bank, her responsibilities included managing consumer loans for numerous clients.

     

    Cori is a member of the Chartered Alternative Investment Analyst (CAIA) Association. She earned a Bachelor of Science in finance from Eastern Illinois University.

     

  • Chris Tschida

    Chris Tschida

    Senior Investment Consultant

  • Nick White

    Nick White

    Global Head of Strategic Research

  • Jay Yoder

    Jay Yoder

    Global Strategy Leader, Natural Resources



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2020 Highlights


  • INVESTMENT BELIEFS

    EFFECTIVE INVESTMENT STRATEGY COMES DOWN TO SMART THINKING

    Here are our beliefs that underpin our approach and drive investment success.

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  • NEW TRENDS MODULE

    Compare fees, to those of other investment managers in aggregate by asset class, vehicle type, account size, and others.

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  • RESEARCH PERSPECTIVES

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  • SUSTAINABLE INVESTMENT

    Learn more about Mercer's sustainable investment services.

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Members of some professional bodies may be able to claim continuing professional development credits for attending Mercer's Global Investment Forums.