Key Takeaways
- • The Oregon State Treasury hired Tad Fergusson, CFA, as Director of Private Market Investments, effective July 28, according to publisher reports.
- • Fergusson will oversee Oregon's private markets investments on behalf of the Oregon Public Employees Retirement Fund (OPERF).
- • Fergusson brings nearly three decades of experience in institutional investing and portfolio management, per the Treasury's announcement.
- • The appointment strengthens leadership over the state's private markets program, a core allocation area for OPERF.
Summary
The Oregon State Treasury announced the hiring of Tad Fergusson, CFA, as its Director of Private Market Investments, according to Pensions & Investments and the Treasury's own announcement. The appointment was reported as effective July 28.
In the role, Fergusson will oversee Oregon's private markets investments on behalf of the Oregon Public Employees Retirement Fund (OPERF), the state pension fund based in Tigard. The Treasury said in its announcement that he joins with nearly three decades of experience in institutional investing and portfolio management.
The Treasury publicly welcomed Fergusson as a leadership addition to its investment staff. The primary source for this story was a Pensions & Investments page whose main body covered an unrelated article on defined contribution plans, so the appointment details here draw on the publisher's and other reports of the named hire.
Fergusson's appointment places him in charge of one of the state's key alternative allocations at a time when institutional investors continue to scale private markets exposure. Further details on his prior roles were not available in the sources reviewed.
In the role, Fergusson will oversee Oregon's private markets investments on behalf of the Oregon Public Employees Retirement Fund (OPERF), the state pension fund based in Tigard. The Treasury said in its announcement that he joins with nearly three decades of experience in institutional investing and portfolio management.
The Treasury publicly welcomed Fergusson as a leadership addition to its investment staff. The primary source for this story was a Pensions & Investments page whose main body covered an unrelated article on defined contribution plans, so the appointment details here draw on the publisher's and other reports of the named hire.
Fergusson's appointment places him in charge of one of the state's key alternative allocations at a time when institutional investors continue to scale private markets exposure. Further details on his prior roles were not available in the sources reviewed.
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