Michael Thompson, Cfa Email & Phone Number

Dedham, Massachusetts, Us

Assisting with the reassignment of investment activities and mentoring of staff addiitions in investment roles. Also serving as an advisor on reporting and operational support for both ongoing and new strategy implementaions.

Dedham, Massachusetts, Us

Responsible for providing overall strategic direction for the investment operations of the Company.•Play a key role through evaluation of strategic investments and asset allocation across public as well as private market/alternative opportunities.•Help in the ongoing maintenance and growth of surplus to ensure The N&D Group continues to meet policyholder obligations.•Enhance financial performance and continue strengthening competitive position in today’s insurance market.The N&D Group has been protecting local homeowners, drivers and businesses in the Northeast since 1825. Rated "A Excellent" for financial strength by A.M. Best, we provide personal, knowledgeable, local insurance when and where policyholders and our independent agents need it.

Boston, Massachusetts, Us

Led specialized relationship teams for $800B asset manager applying specialized expertise and reporting required for strategic on-balance sheet asset management assignments encompassing bonds, equities and hedge funds.•Oversaw Public Private Investment Fund relationship with U.S. Treasury, coordinating multidisciplinary teams toward successful completion of assignment generating 20.1% annualized return for participants and $4B of purchasing power in distressed mortgage securities.•Provided exceptional service, resulting in one insurance company client doubling Wellington’s general account mandate to $3.5B through consolidation of other manager’s portfolio with ours.•Prevented $200M asset allocation client departure through thoughtful redesign of investment program to address client’s concerns.•Drove additional business in taxable/tax exempt bonds, equities, emerging markets and alternatives through insightful thought partnership with 12 clients, responding to client needs and market circumstances.

Boston, Massachusetts, Us

Oversaw and coordinated active fixed income product design and messaging for $2T asset management subsidiary of State Street Financial.• Repositioned and championed active fixed income and alternative offerings, developed thought leadership, and enhanced investment commentary, resulting in clearer, more consistent messaging to marketplace.• Recruited new active high yield fixed income team, and repositioned product for successful relaunch with improved returns versus peer universe.• Participated in multi-disciplinary teams to assist with development of Insure-Vest, bringing together specialized insurance expertise from across State Street Financial, with more than $32B under management.• Created and delivered external seminar/workshop presentations; participated in finals/new business opportunities raising profile and driving new business.• Oversaw composite creation and maintenance and coordinated RFP responses for active fixed income new business opportunities.

• Contributed "The Independent Observer" series to 'Insurance Finance and Investment' on optimizing the service provider/client relationship for insurance companies and their asset managers.• Provided market analysis and positioning advice to assist asset management organizations in assessing the likelihood of a successful entry into insurance asset management.• Managed the organization of the Investment Committee, and hiring of external managers for newly-funded endowment at Youthbuild USA. • Performed initial due diligence regarding potential acquisition candidates within asset management in a stressed economic environment.

Boston, Massachusetts, Us

Managed Mellon Financial’s Insurance Investment Group responsible for portfolio design and management across all asset classes for over 35 insurance clients of all types, totaling $10B in assets.• Achieved aggressive growth targets, acquiring largest bond mandate in Standish history with additional oversight of external high yield, private placement and preferred stock managers.• Led eight-person multidisciplinary team across quantitative, actuarial, portfolio management, industry/regulatory, and client service specialties, achieving stability of staff despite challenging firm environment.• Collaborated across investment, systems, operations, custody and marketing areas of firm and Mellon Financial to develop unique industry paradigm.• Conceived and chaired Taxable Bond Client Oversight Committee to better coordinate strategic positioning of all high net worth and taxable institutional clients.• Provided industry commentary to publications and spoke at conferences, enhancing firm’s public profile.• Led integration of group and products with Mellon Financial’s broader services to insurers; co-led Insurance transition team at acquisition and again through integration of three separate Mellon subsidiaries into single fixed income entity.

Progressed through various roles involving credit analysis, portfolio management, marketing, client service, and supervision at $45B private partnership.• Professionalized and extended insurance investment capabilities into a unique group, enhancing market position; appointed leader of group in 1999.• Devised and implemented a targeted marketing campaign to insurance companies, raising the firm’s profile in support of growth.• Managed growing base of client portfolios (insurance, pension, endowment) over time, with strong retention results.• Analyzed and oversaw all firm trading in asset backed and non-bank financial credits; insurance bonds a uniquely successful specialty. Appointed to Senior Credit Committee.• Chaired All-Government Portfolio Oversight and Short-term Securitized Committees developing these new product strategies.

Portfolio Manager for $3B in taxable fixed income assets for internal and external client companies at Continental Insurance, a $14B property and casualty insurer.

Mba, Finance

College Of Business And Economics, Bs, Double Major In Accounting And Finance