Christopher Tobe, Cfa, Caia Email and Phone Number
Expert Consulting in 401(k), investments at http://www.christobe.com/litigation/CIO for Hackett group a SEC registered RIA doing Investment Consulting working with Public Pensions and other institutions natonally Experience in: Retainer and Project Investment Consulting, Expert Witness, Oversight of Investment Managers,Investment Policy Management, Asset Allocation,Private Equity & Hedge Funds and other Alternative Assets. Working with non-profit and public boards. Working on stable value in 401(k), 457 and 403(b). Published over 30 Articles in publications sponsored by SVIA, HFMA, IFEBP, AGB, NACUBO, SACUBO Over 20 Conf.Presentations to groups including NAST, CASE-SIRF, NIF, ASF, CIEBA. Testified to DOL and SEC on Investment and ERISA issues. Best selling author of "Kentucky Fried Pensions"Quoted on Investments in Wall Street Journal, Reuters, Chicago Tribune, Bloomberg, Barrons, CBS Marketplace, Plan Sponsor, Pensions & Investments. See christobe.com for more information
Chris Tobe - Previously D/B/A Stable Value Consultants
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Principal Litigation Consultant Http: And And Www.Christobe.Com And Litigation AndChris Tobe - Previously D/B/A Stable Value ConsultantsLouisville, Ky, Us
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Principal Litigation Consultant Http://Www.Christobe.Com/Litigation/Chris Tobe - Previously D/B/A Stable Value Consultants Apr 2009 - PresentExpert Witness Litigation Support, Dispute Analysis & Forensics 401(k) plans & public pensions. Specialties Stable Value, Target Date Funds alternative assets. Independent Contract work for other consulting firms Sortino, Biller, Hackett, BCAP. Stable Value Consulting, project and retainer consulting. Alternative, Hedge Funds and Private Equity consulting Asset Allocation, Fee Studies,
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Chief Investment OfficerReconstruction Fund I Sep 2022 - PresentRacial Justice private equity impact investment fund that provides patient capital to Black businesses in the South and Black Belt Region.https://www.hackett-group.com/reconstruction
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Sr. Investment Consultant And Chief Investment OfficerThe Hackett Group, Llc 2013 - PresentHourly Consulting. African American Woman owned firm. Investment Consulting with a focus on Public Pensions. Due Diligence, ESG and review of all asset classes including Private Equity , Hedge Funds and other alternatives. Asset allocation studies and fee studies. Manager searches presentations to boards and committees of Corporate, Taft-Hartley, Foundations, Endowments and Public Plans https://www.hackett-group.com/reconstruction -
401(K) 2Nd OpinionCommonsense 401(K) Project Feb 2022 - Present
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Ambassador- Award Winner Dc Sept.2019Transparency Task Force Limited Mar 2016 - PresentWritten Several Articles on Transparency Times Secret Contracts in Public Pensions March 2018 https://issuu.com/andyagathangelou/docs/transparency_times_march_2018Transparency- Times Transparency in US Life Insurance Investments October 2017 London https://issuu.com/andyagathangelou/docs/transparency_times_october_2017 Transparency Times - CFA Standards September 2016 https://issuu.com/andyagathangelou/docs/the_transparency_times_edition__5_s -
Book AuthorKentucky Fried Pensions 2018 Dec 2017 - Present
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Treasurer Board Of DirectorsCopes, Inc. 1994 - PresentReview Non-Profit Financialshttp://www.copes.org/aboutus.php -
Investment Committee MemberDtd Foundation Jan 1999 - Jan 2022Fishers, Indiana, UsAsset Allocation, Investment Policy development, manager selectionhttp://www.deltfoundation.org/ -
CandidateFor Kentucky State Auditor Jan 2019 - May 2019Running for Kentucky State Auditor on a platform of Pension transparency & accountability. Previously served on the senior staff of KY State Auditor Ed Hatchett
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Kentucky ChairRepresent.Us Apr 2018 - Jan 2019Florence, Ma, UsChair of KY Chapter of Represent.US bringing transparency & accountability to Kentucky state & local governments -
Marketwatch ColumnistMarketwatch 2011 - 2016New York, New York, Ushttp://www.marketwatch.com/retirement/mentors/stories?authorid=20954 -
Best Selling AuthorKentucky Fried Pensions 2013 - 2015Book Review- “Kentucky Fried Pensions” - ForbesThere are many on Wall Street and in state capitals who will be uncomfortable with the findings in this book—which which may be reason enough for buying it.http://www.forbes.com/sites/edwardsiedle/2013/08/08/kentucky-fried-pensions/Book Interview- “Kentucky Fried Pensions” by Public Sector“Anyone still unconvinced that Public Pension Policy cannot make for extremely colorful copy should read this book. “ Steve Eide of Public Sector Inc Podcast and Transcript at http://www.publicsectorinc.org/podcasts/070613tobe.php#.UgOxn9K1E-sThough the book essentially catalogs years of sleazy deals, corruption and fiscal irresponsibility in a sometimes stream-of-consciousness style, there are new revelations.- Insider Louisvillehttp://insiderlouisville.com/news/2013/08/13/kentucky-fried-pensions/In Kentucky, Tobe and Siedle found that KRS, the state pension funds, had paid a whopping $14 million to placement agents between 2004 and 2009. Mat Taibbi in Rolling Stonehttp://www.rollingstone.com/politics/news/looting-the-pension-funds-20130926#ixzz2gblaSj00
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Investment Committee Member & TrusteeKentucky Retirement Systems Apr 2008 - Apr 2012Frankfort, UsInvestment selection and asset allocation -
Sr. ConsultantNepc, Llc 2008 - 2009Boston, Massachusetts, Us•Due Diligence, and review of all asset classes including Private Equity , Hedge Funds and other alternatives. Produced asset allocation studies and fee studies. Participated in numerous manager searches, including all major asset classes including hedge funds and private equity. Numerous presentations to boards and committees of Corporate, Taft-Hartley, and Public Plans -
Cfa VolunteerCfa Institute 1997 - 2009Charlottesville, Va, UsPresident CFA Society of Louisville -
Director Pensions & SavingsAegon Institutional Markets 2001 - 2008The Hague, South Holland, Nl• Oversaw Client Service to stable value managers and plan sponsors. Development of Enhanced Index Product. Brought in over $3 billion in additional wrapped stable value in 3 years. Held develop sales plans and strategy for several markets including Taft-Hartley, Public DC plans, Consultants, and $2-$10 billion Corporate DB plans. Institutional Sales & Client Service/Product Manager for $1 billion Enhanced Index Plan used by a dozen large DB plans. Director of Consultant Relations, educating consultants on stable value. Published a dozen articles on stable value and related subjects. -
ConsultantFund Evaluation Group Nov 1999 - Oct 2001Cincinnati, Ohio, Us• Advised trustees of over 30 foundations, endowments and pension plans on Investment Policy. Manager selection and review, asset allocation studies, social investing, commission recapture projects, spending policy, fee studies. Participated in numerous manager searches, including all major asset classes including hedge funds and private equ ity. including religious organizations endowments, community foundations, health organizations and other non-profits. Over 20 new business presentations to these groups. -
Investment SpecialistKentucky State Auditor 1997 - 1999Reviewed and produced major consulting report on two $12 billion public pension plans. Reviewed $3 billion State Investment Pool. Review 8 public university endowments and related foundations. Interviewed in Pensions & Investments. Articles published in Plan Sponser, Financial Analyst Journal.
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Instructor InvestmentsUniversity Of Louisville Jan 1988 - May 1998Louisville, Ky, UsWorked as adjunct Professor sporadically as needed over period teaching Corporate Finance to undergraduates and Investments to MBA's -
Portfolio ManagerJpmorgan Chase 1992 - 1997New York, Ny, UsFirst Chicago NBD at timeManaged $150 million investment department of 75% high net worth and 25% Institutional & EB & supervised employees. Multiple sales and retention presentations to HNW individuals, foundation boards and employee groups. -
Director Investment Research/ Portfolio ManagerJpmorgan Chase 1987 - 1992New York, Ny, UsAt that time Liberty National Bank Louisville. Managed over 200 HNW investment accounts. In charge of stock research for $2 billion department -
AnalystFifth Third Bank 1984 - 1985Cincinnati, Ohio, UsCumberland S&L at the time -
Campaign CoordinatorLee Hamilton For Congress Jun 1984 - Nov 1984
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InternJoint Economic Committee Of Congress Jan 1984 - Apr 1984
Christopher Tobe, Cfa, Caia Education Details
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Indiana University - Kelley School Of BusinessFinance -
Tulane UniversityEconomics
Frequently Asked Questions about Christopher Tobe, Cfa, Caia
What company does Christopher Tobe, Cfa, Caia work for?
Christopher Tobe, Cfa, Caia works for Chris Tobe - Previously D/b/a Stable Value Consultants
What is Christopher Tobe, Cfa, Caia's role at the current company?
Christopher Tobe, Cfa, Caia's current role is Principal Litigation Consultant http: and and www.christobe.com and litigation and.
What schools did Christopher Tobe, Cfa, Caia attend?
Christopher Tobe, Cfa, Caia attended Indiana University - Kelley School Of Business, Tulane University.
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