Michael Mathison Email & Phone Number

Providence, Ri, Us

Greater Boston Area

Greater Boston Area

* Consultant to asset managers, institutional investors and non-profits.* Expertise in pension funds, insurance general accounts, mutual funds, sovereign wealth funds, defined contribution and defined benefit plans.* Experience in US '40 Act and European UCITS funds, institutional commingled pools.* Previously business executive for $100 billion institutional money fund product line, product executive for $800 billion ERISA pool product line.* As consultant to the World Bank, assessed investment strategy and investment operations for a $16 billion Asian public pension fund. Recommended improvements in cash management and more diversified asset allocation.* Currently consultant on World Bank project to develop natural disaster insurance program.* CFO for $14 million non-profit endowment. De-risked asset allocation, reduced investment management expenses.

Greater Boston Area

Developed and led marketing campaigns for mutual funds sold in RIA and financial advisor channels. Product line analysis identified opportunities based on industry flows, sales force priorities and competitor weaknesses. Campaigns integrated video, web, e-mail, collateral and social media to drive firm-level messaging and product sales leads. Re-designed company website to better display product information and investment thought leadership.

Boston

Managing Director of Product Development• Managed a team of product managers and product developers, supporting 800 institutional commingled funds with over $1.8 trillion in assets• Strategic analysis of institutional equity product line, identifying gaps vs. competitors and market demand, followed by targeted product development. Created the firm’s first demand-driven equity strategies.• Restructured investment offerings for DC invest-only business, reducing tracking error by 3 to 5 bp• Created product database documenting fund features, enabled firm to comply with SEC-mandated disclosure changes and created on-line product information website• Restructured product line of common trust funds to comply with regulatory requirements of unregistered, bank-maintained funds• Promoted to Managing Director in recognition of accomplishmentsManaging Director, Insurance Asset Management• Consultative sales of SSgA’s asset management capabilities to insurance company general account CIOs and CFOs, winning $2 billion in assets in the first year.• In-depth analysis of insurance company portfolios. Comparison to industry peer groups to analyze overall asset allocation, surplus, portfolio income, bond duration and bond quality, including dynamic changes to the portfolio in the context of the financial crisis.• Developed NAIC-rated structured note to wrap a proprietary hedge fund, achieving an 80% reduction in risk-based capital for insurance general account investors. Shepherded product proposal through four levels of Bank risk committees, ultimately winning approval from the firm’s senior legal, compliance and risk executives.

Boston

Product strategy and product development for suite of trade order management and compliance systems

Boston

• Reversed decline of institutional money fund assets, driving $60 billion in net sales, recovering #1 market share and driving profitability to 15% margins. Traveled with salesforce to serve as product expert, closed dozens of new sales and tripled assets.• Directed 11 fund mergers, creating new share classes for new price points for a broker-sold mutual fund product line and institutional money market funds• Led staff of 13 product managers responsible for $150 billion in equity, fixed income and money market mutual fund assets. Drove new product development, product pricing and strategic positioning. Analyzed product gaps, launched new products to capture investor fund flows in strategic categories. Vice President, Planning & Analysis Fidelity Management & Research Company (FMR)• Led strategic effort to improve investment information used by portfolio managers, traders, compliance and fund accounting for $1 trillion asset management firm. Accountable to firm’s COOs and CIOs.• Led team of program managers with $20 million annual budget • Automated real-time cash reporting and cash management in multiple currencies, improving shareholder returns by $2 million annually• Developed infrastructure to trade and account for swaps, including risk management and compliance monitoring

New York And Boston

• Developed strategy for increased sales of institutional money market funds and led cross-selling effort that increased assets by 300% • Designed “best of breed” strategy for bank distribution of mutual funds, sourcing offerings from outside vendors as well as internal asset managers• Designed, implemented and marketed a new generation of automated overnight sweeps for cash management. The new sweeps invested surplus cash from transaction processing services, helping to win large institutional customers.

Created large account sales program that won big sales at major universities and corporate research labs. Promoted to Vice President, I added responsibility for product development and helped lead the company to profitability.

Boston

Hired as the first salesman of a start-up, I hired and trained a nationwide network of manufacturer’s representatives. As the company grew I took on broad marketing responsibilities, including advertising and product management.

Bachelor'S Degree, Applied Mathematics

National Merit Scholar. BA with major in applied mathematics.

Neuroscience

Thesis research in the neurobiology of arm movement. Advanced to Ph.D. candidacy.