Online Finance Tutor Bruce

From: Head of Business at Mercer, November 2009

Subject: Bruce

To all our Australian and New Zealand IC staff:

With over 40 years in the superannuation and investment industry, and following the last 12 years' loyal service with Mercer and its predecessor organisations, Bruce Gregor has announced his intention to retire in mid 2010.

Bruce has played a key role in the success of Mercer's investment consulting business in Australia, leading some of our most demanding client relationships, and in advancing our reputation in the endowment and foundation sector. In addition, his research in the private equity space has been critical to our ability to offer a truly comprehensive investment advisory service to clients in this market.

Bruce's contribution to the superannuation industry and actuarial profession over his career must also be recognised including his involvement in the development of the investment strategy covenants of the SIS Act, arguably one of the most important factors in the success of the Australian superannuation system and the innovation we have seen in the institutional investment industry in the past decade.

There are however two aspects of Bruce's professional life that I particularly want to highlight. The first is his unerring commitment to our clients. He has forged strong client relationships over the years based on a reputation for delivering high quality, honest, and value-adding advice. To many of these clients, there's no doubt Bruce would represent all of the attributes of the "trusted advisor", a level of relationship to which all professional service firms would have their consultants aspire. Consistent with his dedication to clients and his professionalism, Bruce has carried out detailed planning to ensure client transitions to new consultants in the coming six months are successful.

But it's Bruce's informal role in the development and mentoring of our people that arguably has been of the greatest value to our firm in the latter part of his career. He is always generous with his time and has gone out of his way to help newcomers to our business at all levels understand what it takes to be an investment consultant. He is a source of wise counsel for us all.

For all of this we owe Bruce a significant debt of gratitude.


Mercer
Darling Park Tower 3, 201 Sussex Street, Sydney NSW 2000, Australia

Unsolicited recommendation recieved in May 2023 from a recent student for whom I provided tutoring from beginning to end of an MBA Finance unit. The student achieved 85% in the final exam:

"Bruce was fantastic as a tutor for Managerial Finance (MBA UWA). He was well-prepared for sessions, provided a very useful structure for me to work within and was patient, responsive and empathetic. I highly recommend Bruce! Jianele G J"