Featuring Roger Ferguson

Roger W. Ferguson, Jr., is President and Chief Executive Officer of TIAA, the leading provider of retirement services in the academic, research, medical, and cultural fields and a Fortune 100 financial services organization.

Mr. Ferguson is the former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System. He represented the Federal Reserve on several international policy groups and served on key Federal Reserve System committees, including Payment System Oversight, Reserve Bank Operations, and Supervision and Regulation. As the only Governor in Washington, D.C. on 9/11, he led the Fed’s initial response to the terrorist attacks, taking actions that kept the U.S. financial system functioning while reassuring the global financial community that the U.S. economy would not be paralyzed.

Prior to joining TIAA in April 2008, Mr. Ferguson was head of financial services for Swiss Re, Chairman of Swiss Re America Holding Corporation, and a member of the company’s executive committee. From 1984 to 1997, he was an Associate and Partner at McKinsey & Company. He began his career as an attorney at the New York City office of Davis Polk & Wardwell.

Mr. Ferguson is a member of the Smithsonian Institution’s Board of Regents and serves on the New York State Insurance Advisory Board. He is a fellow of the American Academy of Arts & Sciences and co-chairs its Commission on the Future of Undergraduate Education. He serves on the boards of Alphabet, Inc.; General Mills, Inc.; and International Flavors & Fragrances, Inc.

He serves on the boards of the American Council of Life Insurers, The Conference Board, the Institute for Advanced Study, Memorial Sloan Kettering Cancer Center, and Columbia University’s Teachers College. He is a fellow of the American Philosophical Society and a member of the Economic Club of New York, the Council on Foreign Relations, the Group of Thirty, and the National Association for Business Economics.

Mr. Ferguson served on President Obama’s Council on Jobs and Competitiveness as well as its predecessor, the Economic Recovery Advisory Board, and he co-chaired the National Academy of Sciences’ Committee on the Long-Run Macro-Economic Effects of the Aging U.S. Population.

Mr. Ferguson holds a B.A., J.D., and a Ph.D. in economics, all from Harvard University.

The CAIA Association
The CAIA Association is a global professional credentialing body dedicated to creating greater alignment, transparency, and knowledge for all investors, with a specific emphasis on alternative investments. A Member-driven organization representing professionals in more than 95 countries, CAIA Association advocates for the highest ethical standards. The organization provides unbiased insight on a broad range of investment strategies and industry issues, key among them being efforts to bring greater diversification to portfolio construction decisions to achieve better long-term investor outcomes. To learn more about the CAIA Association and how to become part of the organization’s mission, please visit https://caia.org/.

The FDP Institute
The Financial Data Professional Institute (FDPI) was established by the  CAIA Association to address the growing need in finance for a workforce that  has the skills to perform in a digitized world where an increasing number of decisions will be data and analytics driven. The Financial Data Professional (FDP) is a global designation for  investment professionals with data science skills.

MUFG
MUFG Investor Services is an industry leader in asset servicing, banking and fund financing, working with some of the largest investment firms in the world. Leveraging the financial and intellectual capital of Mitsubishi UFJ Financial Group (“MUFG”), one of the largest banks in the world with more than US$2.8 trillion in assets, our diversified client base includes hedge funds, fund of hedge funds, regulated funds, private equity and real asset funds across a broad array of investment strategies, asset types, and fund structures.

Our foundation is rooted in the commitment to meet the needs of our customers. Our global scale, breadth of services, and industry leading technology, along with the quality of our insights allow us to create partnerships with our clients and distinctive solutions that meet their specific priorities. www.mufg-investorservices.com

State Street
We’re at the heart of financial services. And our clients are at the heart of everything we do. We develop solutions to meet their challenges. We recruit the best. We build partnerships and invest in innovation to help them innovate and grow. Through our new fully interoperable platform, State Street Alpha SM , we bring together our clients’ choice of real-time data and intelligence across the investment lifecycle to help them make better decisions and deliver growth for their clients. With built-in flexibility and scalability, Alpha lets clients manage any assets in any market and streamline their day-to-day processes — helping to facilitate innovation, better inform investment decisions, optimize returns and streamline business operations.

Vanguard
Vanguard was founded in 1975 upon a simple, but revolutionary idea: an enterprise owned by the mutual funds it offers and managed solely in the interests of its fund shareholders. Unlike other investment management companies, Vanguard is owned by the Vanguard funds, which in turn are owned by our clients. This unique structure represents a radical departure from the industry norm, where management companies ultimately serve their fund and company owners.

Headquartered in Malvern, Pennsylvania and with offices worldwide, Vanguard is one of the largest investment management companies offering actively managed, index, and exchanged-traded funds, advice, and related services to more than 30 million clients. Vanguard manages more than $5.9 trillion on behalf of individuals, institutions, and financial professionals.

More than 17,000 crew—what Vanguard calls its’ employees—serve our clients with dedication, integrity, and care—guided by a clear purpose: To take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.