Tad Fergusson

Tad Fergusson

Tad Fergusson

Managing Director, CFA
Portland, OR

Mr. Fergusson, a member of the Board of Directors of PCA, joined in 1996 and provides consulting services for PCA’s private equity consulting clients.  In this capacity, Mr. Fergusson provides the full spectrum of services from investment policy and guideline development, preparing strategic and structural reviews, conducting partnership due diligence and selection, as well as overseeing performance reporting and manager monitoring.  In addition, Mr. Fergusson conducts research on a spectrum of topics pertaining to the private equity asset class.

 

Mr. Fergusson oversees PCA’s private equity database examining almost 300 opportunities per year and has conducted due diligence on more than 100 partnerships resulting in the placement of approximately $3.6 billion in new commitments.  Mr. Fergusson is responsible, on a lead or co-lead basis, for several of PCA’s full service private equity retainer relationships. 

 

Mr. Fergusson has been involved in the pension industry for over 23 years.  Previously, Mr. Fergusson provided administration services to 401(k) pension plans as a Defined Contributions Analyst with the firm Milliman & Robertson Inc. 

 

Mr. Fergusson, a Chartered Financial Analyst, received his Bachelor of Science and Master of Business Administration from the University of Oregon.