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STEWART A.

DIER
24426 Ysidro Drive
Ramona, CA 92065
(619) 665-7868 Mobile
(760) 440-9517 Home
stewartdier@msn.com

PROFESSIONAL EXPERIENCE

SUMMARY: Senior investment professional with extensive experience in most asset classes
including alternative investments. Background includes managing professional and
administrative staff, asset allocation modeling, and working with Boards of Trustees.

DIER ASSOCIATES LLC


Managing Director: Jan 2010 to Present
● Provide a range of customized marketing solutions to investment management firms
including helping them identify and convey their competitive advantages, developing
marketing collateral, and improving and writing RFPs,

NEW YORK CITY COMPTROLLER’s OFFICE Jan. 2007 to Dec. 2009


New York City Retirement Systems: Total Fund $98 billion New York, NY
Managing Director-Public Markets:
● Managed nine-person staff and oversaw U.S. equity, non-U.S. equity, fixed income, and
opportunistic strategies for the five NYC Retirement Systems. Developed programs for
hedge funds and infrastructure. Collaborated with private equity and real estate groups on
asset allocation and potential new investments.
● Developed and recommended asset allocations, investment policies, and strategies.
● Reported to CIO and Boards of Trustees on investment performance and other issues.
Built consensus with Trustees and consultants for investment approaches and strategies.
● Managed relationships with external consultants and coordinated work among them to
help research new investment opportunities and create informative educational materials
for the Boards of Trustees.
● Oversaw over 70 external investment managers in equities, fixed income, and alternatives
and had primary responsibility for manager search and selection.
● Improved risk management through use of Zephyr and eVestment analytics, in-depth on-
site due diligence meetings, and enhanced reporting from custodian and managers
● Implemented a transition management program to reduce the costs of transitioning assets
between managers and for major asset class rebalancing.

NICHOLAS–APPLEGATE CAPITAL MANAGEMENT Jan. 2001 to Dec 2006


Vice President, Product Manager and Business Analyst : San Diego, CA
● Managed a team of product specialists and RFP writers for over twenty products
including U.S., international and global equities, high yield and convertible bonds, and
hedge strategies. Success includes the following:
○ Increased short-list success rate across all channels from 13% to 45% by
restructuring the RFP process.
○ Trained team to serve as product specialists for all products and strategies. Acted as
key liaison between Investments and Client Service, Sales, and Marketing.
○ Communicated investment thesis by managing product requirements including
market environment charts and other analytics to explain investment performance.
○ Ensured consistency, timeliness, and accuracy of all marketing and sales materials
and reduced costs of completing consultant and third-party questionnaires.
● Enhanced a market newsletter for distribution to clients and prospects to provide useful
and timely information.

PENNSYLVANIA STATE EMPLOYEES’ RETIREMENT SYSTEM Feb. 1998 to Dec 2000


Total Fund: $28 billion Harrisburg, PA
Director-Fixed Income:
• Developed, recommended and implemented asset allocation studies, investment policies
and strategies. Managed $5 billion fixed income program and provided expertise to $21
billion equity and alternative investment programs for both domestic and international
assets. Created and implemented a Derivatives Policy Statement.
• Educated Board of Trustees on investment issues and developed consensus for future
investment programs. Built consensus with consultants regarding manager selection.
• Developed relationships with nationwide public and corporate plan sponsors and
consultants to share information on investment programs and strategies.

NEW YORK CITY COMPTROLLER’s OFFICE Feb. 1988 to Feb. 1998


New York City Retirement Systems: Total Fund $80 billion New York, NY
Supervising Investment Analyst:
• Created Core +5 fixed income program which has become one of the most successful
investment grade fixed income programs for pension funds.
• Developed new investment programs for international equity, emerging markets, high
yield, private equity, and emerging managers.
• Reported (both verbally and in writing) to five separate Boards of Trustees on investment
performance, new investment strategies and manager compliance with investment
guidelines. Educated Trustees on particular investment issues and other topics of interest.
• Served as Trustee on $2 billion NYC Deferred Compensation Board

SALOMON BROTHERS INC Sept. 1978 to Oct. 1987


Trading Floor– New York Taxable Sales Group
Investment Analyst:
• Analyzed new investment products and portfolio strategies for clients’ portfolios. Helped
clients to understand new products and strategies.
• Worked with the firm’s trading desk to sell inventory of bonds and get indications of
interest for new debt offerings.
• Developed expertise in mortgage-backed securities, international fixed income, foreign
exchange and synthetic assets.
• Managed Sales Analysis Unit of Bond Portfolio Analysis Group with a staff of five
analysts. Analyzed debt issuance, tender offers and debt-equity swaps for corporate
finance.

U.S. HOUSE OF REPRESENTATIVES May 1976 to May 1977


Staff Aide to Representative Patricia Schroder
• Analyzed pending legislation relating to the Department of the Treasury.

EDUCATION
Colorado State University, Bachelor of Arts-Political Science
New York University Graduate School of Public Administration
Level II CFA Candidate

OTHER
Speaker at institutional investment management conferences on asset allocation, equity and fixed
income investments, alternative investments, emerging managers, and new market developments.