Tom Goodrum, Cfa Email & Phone Number

Austin, Tx, Us

Graylyn Advisory focuses on dynamic consulting engagements with sophisticated financial institutions and related service providers. Activities include, but are not limited to, development and marketing of alternative investment funds, investment fund governance, ethical leadership and sustainability-related products/services, and fiduciary support services.

Singapore, Sg

SoHo Advisors Pte Ltd (SAPL) is a private investment company founded in 1997. The company has grown to encompass a broad portfolio of interests. The company employs a simple investment philosophy looking for value opportunities where its capital, flexibility, management support, and strategic hand can build value.

New York, Ny, Us

Enhanced Capital unlocks value for private investors through socially responsible public investment initiatives, aligns private sector resources with public policy goals, and transforms local economies to the benefit of both investors and community stakeholders. Scope of directorship covers Enhanced Permanent Capital LLC.

Chicago, Illinois, Us

Bridge House Advisors was founded to provide investors and businesses with strategic environmental and sustainability insights to help them be more resilient and competitive. Bridge House believes environmental, social, and governance excellence is a proxy for good business.

Co-Founder of Credo ESG Solutions Inc., an advisory firm providing forward-thinking environmental, social, and governance (ESG) solutions to investment firms, operating companies, and financial institutions. Credo helps clients fulfill investor and other stakeholder expectations by identifying, measuring, and reporting on ESG performance while unlocking value and mitigating risk.

Austin, Tx, Us

Leadership role delivering comprehensive representation of the firm’s US$115 billion fixed income practice to institutions globally. Responsible for increasing sales; the business more than doubled during tenure.- Translated deep technical and communications skills into value-added new business opportunities globally;- Conducted extensive interaction with public and private defined benefit and defined contribution plans, sovereign wealth funds, central banks, supranational organizations, corporate and government treasuries, college savings plans, university operating funds, healthcare organizations, OCIOs, and industry consultants/advisors;- Engaged in direct prospecting and client service coverage of select institutions across the United States;- Presented the firm’s capabilities in in-person/remote finals meetings, generating wins across a range of products;- Successfully repositioned firm as a multi-asset class manager with leading consulting firms, securing ratings upgrades for numerous fixed income products, making them eligible for search activity for the first time;- Led realignment and redesign of the firm’s fixed income presentation content to support global sales activity;- Prepared clear and concise written content for the firm’s RFP, Consultant Relations, and Marketing teams’ efforts, leading to positive client/prospect/consultant feedback and advancement in searches;- Fostered global collaboration and coordination between senior management, portfolio management, and distribution leaders via disciplined interaction on a formal and informal basis;- Selected as firm’s representative to the National Association of State Treasurers and its affiliates the College Savings Plan Network and the National Institute of Public Finance, marshaling resources to support the firm’s broader business development objectives;- Served as an active member of the firm’s Diversity and Inclusion Working Group.

New York, Ny, Us

Member of the Account Management Group’s leadership team, contributing to the expansion of an industry leader as it grew from US$310 billion to US$3.5 trillion in assets under management.- Responsible for comprehensive representation of the firm’s capabilities, including service offerings such as asset management and liability-driven strategies along with fiduciary, risk and transition management;- Focused on large Southeastern US and Eastern Canada-based public and corporate defined benefit pension funds, defined contribution plans, state/provincial government entities, endowments and foundations, nuclear decommissioning trusts, OCIOs, and consultants;- Co-led the North America tax-exempt business development and client service team which oversaw client relationships with assets under management in excess of US$1 trillion;- Played instrumental role in the firm’s emergency support to a client whose US$26 billion money market fund experienced a run during the global financial crisis, identifying and solving critical client issues while also bolstering BlackRock’s reputation in the public domain and the investment community;- Led the successful restructuring of the firm’s 1940 Act regulated sub-advisory practice, working across multiple internal groups to create order and consistency in the delivery of value-added service to sub-advisory clients;- Led the US/Canada Institutional team’s sales effort for BlackRock’s iShares exchange-traded fund unit;- Partnered with clients to design and implement new strategies, including the launch of two ETFs.

Santa Monica, Ca, Us

As one of the Wilshire Funds Management Group’s founding members and leader of its client service effort, secured and implemented the firm’s institutional and retail manager-of-managers (OCIO) relationships.- Presided over the Wilshire Mutual Funds while serving as a member of the Funds Management Group’s Management and Investment Committees, and played a direct role in investment structure and manager selection decisions;- Performed customary consulting services: Asset allocation, asset class structuring, manager search and selection, performance monitoring/evaluation and reporting;- Served as Wilshire’s first-ever consultant placed on-site and full-time at a client location;- Conducted commercial negotiations and coordinated relationships with retained and prospective managers;- Served on core fixed income and mid-cap US equity manager research committees, and beforehand directly oversaw the firm’s fixed income manager research effort.

Mba

Bachelor Of Arts, Political Science

Education record