HACKETT GROUP - Key Persons

Job Titles:

• Staff Member

Bernard has earned the Certified Retirement Planning Counselor and Accredited Asset Management Specialist designations that have assisted in portfolio development, research and risk management Bernard Robertson served as Managing Director and consultant of a boutique investment firm in New Orleans, creating the processes that allowed for deeper client relationships centered on addressing the specific needs of clients with full qualitative analysis, education, and customized strategy. Earlier he experienced successes as a financial advisor with Smith Barney and as Senior Financial Advisor with Merrill Lynch. Robertson, also lead the formation of the Bird, Brauninger, and Robertson advisory group at Bank of America Merrill Lynch. An offensive tackle at Tulane University, Bernard blocked for fellow future NFL players Shaun King, Mewelde Moore, Patrick Ramsey, and J.P. Losman to name a few. Bernard, who was a four-year starter, was named to the Conference USA All-Freshman Team, twice named Conference USA First-Team All-Conference and was an All-American selection his senior season. He was selected by the Chicago Bears in the 5th round of the 2001 NFL Draft and played 3 years for the Bears before joining the Buffalo Bills for one season, and the Oakland Raiders for another. He has been inducted into the Tulane Athletic Hall of Fame as an individual in 2007 and again with his teammates on the historic 1998 Undefeated Team in 2008. In 2013, he was named to the All-Dome team honoring the best players in Tulane's history in the Superdome. Robertson holds an EMBA with a concentration in Business Growth from Babson College, Master's degree in Business Administration, with a Global Business concentration from Tulane University's A.B. Freeman School of Business, and a Bachelor's of Science degree with a double major in Sports Medicine and Sociology from Tulane University. In 2008, New Orleans City Business honored him as one of its "Innovators of the Year". Additionally, Robertson serves in a variety of civic leadership roles including as an executive board member for the Louisiana Council for Economic Education, the co-founder and past President for the Treme Charter School Association, and as Vice President and immediate past President of the NFL Players Association New Orleans Chapter (membership union).

Job Titles:

• Chief Investment Officer
• Senior Consultant With NEPC

Chris Tobe, CFA, CAIA joined the Hackett Group in 2013 as a public pension investment consultant with a focus on public pension plans and a specialty in evaluation of alternative investments.Chris has 25 years of institutional investment experience with a focus on Public Pension plans. He is the author of "Kentucky Fried Pensions", a bestselling book on public pensions, as well as the "Consultants Guide to Stable Value," on 401(k) & 457 investments.He consulted to major 457 public plans in Texas and Maryland with his firm Stable Value Consultants. As a Senior Consultant with NEPC, Chris worked with several public pension plans including Oklahoma Investment Commission, Oklahoma Tobacco Fund, St. Louis Sewer District, St. Louis Public Schools, Amtrak & City of Dearborn.While at AEGON, he worked with public 457 plans including those in Montana, Pennsylvania, Los Angeles County, Cook County in Illinois, Ohio, Vermont and the City of Memphis.While at Fund Evaluation Group from Chris worked with non-profit hospitals including the Community Hospitals of Indianapolis and the Metropolitan Hospital in Grand Rapids, including consulting with their DB & DC plans.Chris was employed by the Kentucky State Auditor to review the Kentucky Retirement Systems (KRS) and the Kentucky Teachers' Retirement System (KTRS) and he later served as a trustee and investment committee member of KRS. Chris has published articles on public pension investing and 401(k) investing in the Financial Analysts Journal, Journal of Investment Consulting and Plan Sponsor Magazine. He has been quoted in numerous publications including Forbes, Bloomberg, Reuters, Pensions & Investments and the Wall Street Journal. Chris earned an MBA in Finance and Accounting from Indiana University Bloomington and his undergraduate degree in Economics from Tulane University.As an adjunct professor, he has the taught the MBA investment course at the University of Louisville and has served as President of the CFA Society of Louisville.As a public pension trustee in, he completed the Program for Advanced Trustee Studies at Harvard Law School and in the, the Fiduciary College at Stanford University.

Job Titles:

• Staff Member

Lori was part of the investment team selected to implement the defined contribution (DC) plan in 2001.Issues she worked on included asset allocation, compliance monitoring standards, vetting appropriate investment strategies and service providers, consultants, and platforms, as well as negotiating more favorable fee contracts to piggy-back on the existing defined benefit plan.

Job Titles:

• Chief Strategist for Faubourg Advisors
• Rockefeller Foundation Redevelopment Fellow

Tessa Jackson is the Chief Strategist for Faubourg Advisors, a real estate and community development consultancy that specializes in creating catalytic development strategies for underserved communities, and whose representative clients include the Development Authority of Fulton County, the Georgia Development Capital Fund and the Claiborne Cultural Innovation District. Ms. Jackson has over 15 years of combined community development, impact investing and social entrepreneurship experience. This experience includes seven years in regional program management and investment officer roles with the AFL-CIO Investment Program, where she underwrote debt and NMTC investments for the Housing Investment Trust and oversaw a number of community development-related initiatives. In addition to her tenure with the Investment Program, Ms. Jackson has served as a U.S. field officer for Trickle Up, an international microfinance organization, and played a key role in launching over a half dozen social impact ventures, including Hotel Hope, the Network for African-American Technology Entrepreneurs List, and Social Entrepreneurs of New Orleans. Throughout her career, Ms. Jackson has demonstrated an aptitude for effectively engaging with diverse stakeholders and developed a reputation for employing innovative thinking to solving complex social problems. A former Rockefeller Foundation Redevelopment Fellow, Ms. Jackson holds a Master of Business Administration from UC Berkeley's Haas School of Business, a Graduate Certificate in Urban Redevelopment from the University of Pennsylvania, and Bachelor of Arts and Sciences in Mechanical Engineering and Studio Art from Stanford University.

Job Titles:

• President
• Senior Consultant

Toni has enjoyed a long and distinguished career in the public fund investment industry.She provided consulting services to leading public retirement programs beginning in 1988 under the banner of Washington Hackett, Smith & Company (WHS) -- the first minority-owned pension consulting firm in the country.As co-founder of WHS, she provided strategic planning, investment manager searches, performance measurement, and specialized investment analysis and training to public pension funds across the country with assets totaling over $150 billion. Affiliates of WHS included a brokerage firm that specialized in institutional trading, as well as a multi-manager investment trust that managed over $100 million in assets.Toni served as the primary retained consultant for several public pension funds, Louisiana School Employees, the New Orleans Sewerage and Water Board, the City of Atlanta General Employees, and Riviera Beach General Employees. She served as back-up consultant for additional clients of the firm. Toni also was responsible for planning the educational programs at the firm, including nine nationally recognized annual investment training conferences and numerous regional conferences which attracted investment managers as well as public, corporate and endowment plan fiduciaries and elected officials. Toni began her investment career in New Orleans at Howard Weil Labouisse Friedrichs.She has worked at Great Western Financial Securities in Los Angeles and the firms Morgan Keegan and Merrill Lynch here in New Orleans.Her practice included working with community banks and insurance companies in cash management and developing retirement plans for employers and employees. Currently, Toni services as co municipal advisor at the New Orleans Airport as well as the Regional Transit Authority (RTA) providing counsel to over $1.5 billion in debt issuance refinancing's and other transactions. In addition, she led pension review projects at the focuses on governance, alternative and private investment strategies, investment policy development, trustee education and investment performance measurement. Toni is the Chair of the New Orleans Redevelopment Authority (NORA) as well as the Board of City Trust. She graduated with honors from Harvard College and earned an MBA from Columbia University. Toni is an Adjunct Professor at Dillard University teaching investments, risk and insurance.