Thomas Dodd, CFA, CAIA, FSA

Experience

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  Crossland Investors

  Jan 1984 - Aug 1986

  Principal

  In 1984, I joined with three other partners to found Crossland Investors, a Futures Commission Merchant and Commodity Trading Advisor. I was instrumental in building the business infrastructure and establishing trading policies and procedures, trade-clearing system and accounting processes. I co-managed a CTA fund that was based on trend-following algorithm.

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  Mercer

  Jan 1986 - Jan 1994

  Principal – Investment Consultant [1991 – 1994] | Actuarial Consultant [1986 – 1991]

  Developed innovative application of asset-liability management for not-for-profit healthcare systems. Provided investment and actuarial consulting services to clients.

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  Pavilion Advisory Group (purchased by Mercer in 2018)

  Aug 1994 - Jun 2019

  Executive Director

  Executive Director, Pavilion Advisory Group [2015--2019]Senior Vice President, Pavilion Advisory Group [2012–2014]President, Stratford Advisory Group [2003–2012]Senior Investment Consultant, Stratford Advisory Group [1994–2003]– Developed long-term investment strategies for investors that prospered through multiple market cycles.– Demonstrated collaborative and collegial leadership style with boards and investment committees; brought consensus to disparate viewpoints and synthesized multiple opinions to develop effective solutions.– Fostered team-centric culture with high-touch, value added service; boosted client retention, created low employee turnover in a collaborative environment, and strengthened client and employee loyalty.– Piloted 5-year strategic plan, leading to successful transition from founder-led firm to employee-owned firm and the acquisition of 100% of founder's interests in 2001.– Assumed senior leadership role in 2003 while consulting to over 50% of firm's clients.– Led the favorable acquisition of Stratford by Clark Consulting in 2005 and the subsequent acquisition by Pavilion Advisory Group in 2012. Show less

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  Calumet College of St. Joseph

  Jan 2019 - now

  Board Member
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  The IC Research Institute

  Jan 2023 - now

  Senior Advisor – Global Advisory Board

  Leverage 25-year contact list to bridge connections between investment management industry and firm offerings on behalf of this independent provider of market intelligence data on institutional investment consultants. Serve on IC Research Advisory Board, infusing strategic advice and relationship management insights in support of business development and relationship management.

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  Christian Brothers Services

  Oct 2023 - now

  Board Member, Christian Brothers Employee Retirement Plan