Service

As a Board/Investment Committee member, your organization will gain from my extensive expertise with investment-related companies, pension funds, and trusts. I offer a proven track record and profound understanding of board governance, further fortified by valuable insights acquired through the ICD.D program.

With a proven track record in strategic and dynamic investment decision-making as the Chief Investment Officer of a large Pension Fund, I offer guidance aimed at optimizing investment portfolios. Currently advising on over $50 billion in client assets, my advice is centered on leveraging current market insights, managing risks effectively, and aligning investments with specific goals and objectives.

A conventional approach to investment strategies and managers typically yields conventional results. Based on my experience, while conventional methods are straightforward to implement, success in considering alternative strategies or private market investments demands an unconventional approach. My advisory services are geared towards delivering substantial value by advising on alternative and private market investment strategies and funds.

Drawing from over three decades of management and advisory experience, including Chief Investment Officer of a major pension fund, NordoVest offers strategic asset management tailored to your organization. NordoVest’s expertise includes assessing, advising, and management of investment solutions, understanding institutional investor needs, and providing insights into opportunities for growth and risk mitigation.

For any organization that manages a pension plan, the question is rarely whether it matters. It does. The question is whether the current model is sustainable over time, and whether the people and structures in place today will still be the right ones five or ten years from now.

Most institutional portfolios are built around a long-term strategic asset mix. That is the right foundation. The problem is when that foundation becomes the whole story. Markets shift. Interest rate environments change. Geopolitical pressures, policy decisions, valuation dislocations, and liquidity conditions all create moments where the portfolio should be leaning one way or another, and a static allocation simply does not respond.