Alternative Markets

 

Mike Moy, Managing Director
Mission Viejo, CA

Michael Moy is a Managing Director with Pension Consulting Alliance, Inc. (PCA) since March 2005 where he specializes in private equity. He has conducted strategic reviews of the CalPERS and New York City Pension Plans private equity programs. He serves as the Co-Lead on PCA’s private equity consulting relationship with CalPERS and CalSTRS and he also works with other clients on investment policy development, portfolio structuring, manager due diligence and specialized research.

Previously, Mr. Moy was a Managing Director at Pacific Corporate Group, Inc. where he was a member of the Board of Directors and co-leader of the group responsible for evaluating, recommending, and monitoring private equity investments for public institutional clients (CalPERS, Oregon PERS, Employees’ Retirement System of Rhode Island, and the Fire & Police Pension Association of Colorado). 

Mr. Moy is a certified public accountant (inactive) who spent twenty-nine years with KPMG LLP where he was the regional leader of an acquisition advisory practice and the Managing Partner of several offices. He has also been the acting CFO for several troubled private equity fund portfolio companies.

Mr. Moy received his Bachelor of Business Administration from St. John’s University.

 

Tad Fergusson, CFA, Managing Director
Portland, OR

Mr. Fergusson joined PCA 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 50 partnerships resulting in the placement of over $1 billion in new commitments.  In addition to executing several private equity projects for some of PCA’s largest clients, Mr. Fergusson is responsible, on a lead or co-lead basis, for several of PCA’s private equity retainer relationships. 

Mr. Fergusson has been involved in the pension industry for over thirteen 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 Bachelors and MBA degrees from the University of Oregon.

 

Judy Chambers, Managing Director
New York, NY

Ms. Judy Chambers joined PCA in 2007 as a Managing Director. Previously, Ms. Chambers was a Principal at Caswell Capital Partners, a merchant bank formed to serve the needs of small and middle market media and entertainment companies. She focused on providing strategic and financial advisory services to clients, as well as raising debt and equity financings for strategic investments.

Prior to joining Caswell Capital Partners, Ms. Chambers was a Vice President in Investment Banking at Lehman Brothers where she worked in the Leveraged Finance Group. She has extensive experience in analyzing capital structures and structuring complex transactions. At Lehman Brothers, Ms. Chambers originated and executed approximately $9 billion in high yield bonds, leveraged loans and bridge financings related to mergers and acquisitions, leveraged buyouts, recapitalizations and debt restructurings. Ms. Chambers’ completed transactions span various industries including media, financial institutions, natural resources, industrial and consumer services.  Prior to joining Lehman Brothers, Ms. Chambers was an Assistant Vice President in the Global Finance Group at NationsBank where she worked on foreign exchange and change implementation projects. 

Ms. Chambers serves as a Trustee for the Community Service Society of New York and as a member of the Benefit Committee of the Jazz Foundation of America. Ms. Chambers holds a Bachelor of Arts from Duke University and a Masters of Business Administration from the Kellogg School of Management at Northwestern University.

 

Andrew M. Bratt, JD, Principal
San Diego, CA

Andrew M. Bratt joined PCA as a Principal in 2011.  Mr. Bratt provides investment consulting services for PCA's private equity and real estate clients, and also serves as PCA's in-house legal counsel. 

Prior to joining PCA, Mr. Bratt practiced law in the New York office of Covington & Burling LLP, where he represented private equity fund sponsors and institutional investors in fund formation matters.  Previously, Mr. Bratt was an associate at Paul Hastings LLP, where he handled transactions involving real estate finance, affordable housing and tax credits, and private investment funds.  Mr. Bratt is also an experienced entrepreneur, having co-founded a startup digital music marketing and distribution company. 

Mr. Bratt received his BA from the University of Michigan, and his JD from Brooklyn Law School.  He is licensed to practice law in California and New York.

 

Ahman Dirks, Senior Private Equity Analyst
Portland, OR

Mr. Dirks joined PCA in 2007 and provides analytical support for PCA’s private markets group.  These activities include, but are not limited to, performance reporting and monitoring, partnership due diligence, and special projects.

Prior to joining PCA, Mr. Dirks worked in the operations department for Smith Barney.  Mr. Dirks holds in a B.S. in Sociology and a B.A. in Business Administration from the University of Puget Sound and is currently pursuing a Master of Science in Financial Analysis degree at Portland State University.  Mr. Dirks serves as a Board Member for EduCongo, a non-profit organization.

 

Victoria Zhu, Analyst
New York, NY

Ms. Zhu joined PCA in 2011 as an analyst and provides coverage to the General and Alternative Markets (Private Equity and Infrastructure) groups. Her responsibilities include, but are not limited to, performance reporting and monitoring, partnership due diligence, and assisting with various clients and internal projects.

Prior to joining PCA, Ms. Zhu served as an Intern for State Street Global Markets, focusing on foreign exchange sales and trading. Before that, Ms. Zhu interned in the investment banking division at Citigroup, where she focused on financial institutions. Ms. Zhu received her bachelor of arts in Economics and Mathematics from Mount Holyoke College where she graduated Magna Cum Laude and Phi Beta Kappa.