Having worked as an actuary, an asset allocation specialist, a general investment consultant, a business leader, a head of research, and, currently, as a Director of Investments, I've been fortunate to work with some of the world’s leading institutional investors and be involved in some ...more

Having worked as an actuary, an asset allocation specialist, a general investment consultant, a business leader, a head of research, and, currently, as a Director of Investments, I've been fortunate to work with some of the world’s leading institutional investors and be involved in some game-changing developments. Over the years, I've been involved in many aspects of investment strategy such as ESG, liability-driven investing and defined contribution design, including writing, with Don Ezra and Matthew X. Smith, the 2009 book The Retirement Plan Solution: The Reinvention of Defined Contribution (John Wiley & Sons).less