Brandon Evans Email & Phone Number

Columbus, Ohio Area

Responsible for ongoing investment strategy, program and operations of the NiSource retirement programs and other misc corporate investments.Responsibilities include:Provides strategic as well as tactical asset allocation advice to the retirement committeeAssists with asset liability studies and the hedging of liabilities Conducts traditional investment manager searches Oversees alternative investment program - real estate, hedge funds, distressed and PE Develops… Show more Responsible for ongoing investment strategy, program and operations of the NiSource retirement programs and other misc corporate investments.Responsibilities include:Provides strategic as well as tactical asset allocation advice to the retirement committeeAssists with asset liability studies and the hedging of liabilities Conducts traditional investment manager searches Oversees alternative investment program - real estate, hedge funds, distressed and PE Develops process improvements for DB, DC and LDI reporting and monitoring Conducts on site due diligence of traditional and alternative investment managers Oversees and directs investment consultants and other plan benefit consultantsAssists with design of DC plan investment optionsAssists in the preparation of regulatory filings including FAS 157Directs investment strategy related to cash movements for benefit payments and manager fundingsAssists with the investment of assets related to captive insurance company, company foundation and non-qualified retirement program. Show less

Duluth, Georgia

Responsible for ongoing investment program, tracking and monitoring investment managers while also acting as internal investment consultant or Trustee for 5 retirement plans located in USA, UK, Netherlands, Scotland and Japan.Responsibilities include:Provides strategic as well as tactical asset allocation advice to the retirement committees or responsible partiesAssists with asset liability studies and the hedging of liabilities Conducts traditional investment manager… Show more Responsible for ongoing investment program, tracking and monitoring investment managers while also acting as internal investment consultant or Trustee for 5 retirement plans located in USA, UK, Netherlands, Scotland and Japan.Responsibilities include:Provides strategic as well as tactical asset allocation advice to the retirement committees or responsible partiesAssists with asset liability studies and the hedging of liabilities Conducts traditional investment manager searches Oversees alternative investment program - real estate, hedge funds, distressed and PE Develops process improvements for DB, DC and LDI reporting and monitoring Conducts on site due diligence of traditional and alternative investment managers Oversees and directs investment consultants and other plan benefit consultantsAssists with design of DC plan investment optionsAssists in the preparation of regulatory filings including FAS 157Directs investment strategy related to cash movements for benefit payments and manager fundings Show less

*Provided strategic as well as tactical asset allocation advice to the retirement committees*Provided monthly, quarterly and annual evaluation reports for 3 DB plans and 5 DC plans comprising a total of 48 managers *Developed process improvements to streamline investment management reporting and manager search *Developed and maintained qualitative and quantitative scorecard for investment manager monitoring *Assisted with asset liability studies*Conducted traditional… Show more *Provided strategic as well as tactical asset allocation advice to the retirement committees*Provided monthly, quarterly and annual evaluation reports for 3 DB plans and 5 DC plans comprising a total of 48 managers *Developed process improvements to streamline investment management reporting and manager search *Developed and maintained qualitative and quantitative scorecard for investment manager monitoring *Assisted with asset liability studies*Conducted traditional investment manager searches *Oversaw alternative investment program - real estate, commodities, timber, oil &gas and private equity*Conducted on site due diligence of traditional and alternative investment managers *Supervised the auditing of custodial statements and other administrative duties*Developed and verified compliance with the investment policy Show less

*Developed investment policy, spending policy and strategic asset allocation*Conducted custodial and investment manager searches*Provided monthly, quarterly and annual performance reports for each portfolio and total fund *Conducted annual on site and periodic telephone evaluations of investment managers*Audited custodial statements and verify compliance with the investment policy and social restrictions*Served on internal staff committee which mediated issues and proposed… Show more *Developed investment policy, spending policy and strategic asset allocation*Conducted custodial and investment manager searches*Provided monthly, quarterly and annual performance reports for each portfolio and total fund *Conducted annual on site and periodic telephone evaluations of investment managers*Audited custodial statements and verify compliance with the investment policy and social restrictions*Served on internal staff committee which mediated issues and proposed initiatives to improve staff morale and well being Show less