Return to Pensions & Investments

Speakers

CONFERENCE MODERATOR
Lori Lucas, CFA
Executive Vice President and Defined Contribution Practice Leader
Callan Associates

Lori Lucas, CFA, is an Executive Vice President and Defined Contribution Practice Leader at Callan Associates. Lori is responsible for setting the direction of Callan's DC business, providing DC support both internally to Callan's consultants and externally to Callan's clients, and developing research and insights into DC trends for the benefit of clients and the industry. Lori is a member of Callan's Management Committee and is a shareholder of the firm.

Formerly, Lori was Director of Retirement Research at Hewitt Associates. Lori has also served as a vice president at Ibbotson Associates, a pension fund consultant at J.H. Ellwood & Associates, and an analyst and product development leader at Morningstar, Inc.

Lori received a Bachelor of Arts from Indiana University and earned a Masters from the University of Illinois. Additionally, she earned the right to use the Chartered Financial Analyst® designation. Lori is a columnist for Workforce Management online magazine and her views have been featured in numerous publications. She is Executive Vice Chair of the Employee Benefit Research Institute's Retirement Research Committee, and Executive Chair of the Defined Contribution Institutional Investment Association’s Research Committee. Lori is also a frequent speaker at pension industry conferences.

John Ameriks
Principal, Vanguard Investment Counseling & Research (IC&R) Group
Vanguard

Angelo Auriema
Director of Investments
Plan Sponsor Advisors

Janet C. Becker-Wold, CFA
Senior Vice President
Callan Associates

Jerome Clark
VP, Portfolio Manager Asset Allocation Group
T. Rowe Price

Kristen Colvin
Director, Consultant Relations
MFS Investment Management

Jim Danaher
Managing Director, Defined Contribution Solutions
Northern Trust

Brian S. Donoghue
Senior Consultant
NEPC

Bill Emmett
Senior Investment Consultant
Towers Watson

Silvia Frank
Organization and Talent Effectiveness (OTE) Retirement Program Manager
Trinity Health

Lee Freitag
Senior Product Manager, Defined Contribution Solutions
Northern Trust

Ashish Gandhi
Product Manager, Defined Contribution Solutions
Northern Trust

Vivian Garza-Steele
Vice President/Controller
Zachry Construction & Materials, Inc.

Annette Grabow
Management of Retirement Benefits
M.A. Mortenson Company

Manoj Gupta
VP, Product Strategy
Goldman Sachs Asset Management

Jonathan Hubbard, CFA
Director, National Accounts - Defined Contribution Investments
MFS Investment Management

Victor Lee
Senior Consultant
Wurts & Associates

Wyatt Lee
VP, Associate Portfolio Manager Asset Allocation Group
T. Rowe Price

Charles Malone
Director - U.S. Savings Plan Investments
Honeywell

Daniel McManus, CFA
Supervisor, Pensions and Investments
Air Line Pilots Assocation, Int'l

Kim Olson
Director, Retirement Programs
Illinois Tool Works

Sergio Rego
Product Analyst, Defined Contribution Solutions
Northern Trust

Maxine Sandman
Manager, Investment Analysis & Administration
Sprint Benefit Finance Services

Jeri Savage
Director, Defined Contribution Research
Rocaton Investment Advisors

Matthew J. Shirilla
Vice President
Callan Associates

Carolyn Smith
Partner
NEPC

Vivian Garza-Steele
Vice President, Controller
Zachry Construction Corp.

Donald Stone
Managing Director & CIO
Plan Sponsor Advisors

Greg T. Ungerman, CFA
Senior Vice President
Callan Associates

Steve Utkus
Principal and Director of the Vanguard Center for Retirement Research
Vanguard

Ravi Venkataraman, CFA
Senior Managing Director, Global Head of Consultant Relations
MFS Investment Management

Carol Waddell
VP & Director of Product Management & Development
T. Rowe Price

Sue Walton
Senior Investment Consultant
Towers Watson

Rachel Weker
VP, Manager of Product Management & Development
T. Rowe Price

Jean Young
Senior Research Analyst
Vanguard

Patti Yurkovich
Director, 401(k) Savings Programs
US Airways

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