Return to Pensions & Investments

Speakers

Conference Chair:


Lori Lucas, CFA, |
Executive Vice President & DC Practice Leader | Callan Associates
Read Lori's Bio

Keynote speakers:


Laura L. Carstensen, Ph.D.
| Fairleigh S. Dickinson Jr. Professor in Public Policy, Professor of Psychology, Director-Stanford Center on Longevity | Stanford University
Read Laura's Bio


Daniel G. Goldstein, Ph.D. | Principal Researcher | Microsoft Research.
Read Dan's Bio


Hal E. Hershfield, Ph.D. | Assistant Professor of Marketing, Lead Researcher on Face Project | New York University Stern School of Business
Read Hal's bio.


Marla J. Kreindler, J.D. | Partner | Morgan, Lewis & Bockius LLP
Read Marla's Bio

Additional speakers:

Pam Adams, CPA | HR Shared Services Manager | Boise Inc.

Greg Behar | Senior Investment Strategist, Global Quantitative Management | Northern Trust Global Investments

Brian Carr | Head of Institutional Product Management | Vanguard Group, Inc.

Kristen E. Colvin, CAIA | Director, Consultant Relations | MFS Investment Management

Alain Cubeles | Senior Vice President and Senior Investment Strategist | Northern Trust

Susan C. Czochara | SVP- Defined Contribution Solutions Group, Senior Product Manager | Northern Trust Global Investments

Brian C. Dausch, CFA | Vice President, U.S. Equity Portfolio Specialist | T. Rowe Price

Peter A. Delaney, CFA | Director, Institutional DC Platforms | MFS Investment Management

Chris Dillon, CFA | Vice President, Fixed Income Portfolio Specialist | T. Rowe Price

Scott J. Donaldson, CFA, CFP® | Senior Investment Analyst - Vanguard Investment Strategy Group | Vanguard Group, Inc.

Brian S. Donoghue | Partner | NEPC, LLC

Neil P. Dougherty| Vice President and Treasurer | Agilent Technologies, Inc.

Mary P. Dunn, JD| Director, Benefits and Disability Management Services | Baystate Health

Chris Dyer| Vice President, Senior Institutional Sales-Global Investment Services (GIS) | T. Rowe Price

Jaime Erickson | Retirement Benefits Director | NBCUniversal

David Falk | Director of Treasury | Healthfirst

Lee Freitag | Defined Contribution Solutions, Senior Product Manager | Northern Trust Global Investments

Kris Gates | AVP, Customer Experience Marketing | MassMutual Financial Group

Lori M. Heinel, CFA | Senior Vice President and Chief Investment Strategist | OppenheimerFunds, Inc.

Melissa Holder | Senior Director Employee Services | Sally Beauty Holdings, Inc.

Jonathan Hubbard, CFA | Director, Institutional DC Platforms | MFS Investment Management

David A. Hyman, CFA | Principal, Senior Investment Consultant | Mercer

Gary R. Johnson | Vice President and Treasurer | Apogee Enterprises, Inc.

Michael Kozemchak AIF®, PRP® | Managing Director | Institutional Investment Consulting Inc. (IIC)

Eileen L. Kwei, CFA | Principal | Mercer Investment Consulting

Anthony T. LaFeber| Head of Global Benefits | Advanced Micro Devices, Inc. (AMD)

Christine A. Loughlin, CFA, CAIA | Partner | NEPC, LLC

Charles J. Malone, Jr., AIF®| Director – U.S. Savings Plan Investments | Honeywell Capital Management, LLC

Larry Massaro | Institutional Product Manager, Participant Experience Group | Vanguard Group, Inc.

Carey McKenzie | Vice President, National Director of Consultant Sales | T. Rowe Price

Matthew McOsker | Vice President, Technology Product Development | T. Rowe Price

Patrick Paynter | Senior Retirement Analyst | Pacific Life Insurance Company

Joe Saari | CEO | Precision Information

Brian J. Scott, CFA | Senior Investment Analyst, Investment Strategy Group | Vanguard Group, Inc.

William F. Shaw | Board of Directors | Plan Sponsor Council of America

Kathy Stimes | Director, Human Resources | Woods Equipment Company, a Division of Blount International

Philip J. Suess | Partner | Mercer

Douglas J. Van Tornhout | Executive Director, Compensation & Benefits | Purdue Pharma L.P.

Kerri D. Veitch | Director, Benefits | Oncor Electric Delivery Company LLC.

Scott B. Warner | Head of Fixed Income Product Management | Northern Trust Global Investments

Craig Watson | Vice President, U.S. Equity Portfolio Specialist | T. Rowe Price

Jerry A. Webman, Ph.D., CFA | Chief Economist | OppenheimerFunds, Inc.

Rachel Weker | Vice President, Retirement Income Strategy | T. Rowe Price

Jason A. White | Vice President, International Equity Portfolio Specialist | T. Rowe Price

David Williams, CFA | Principal | Mercer Investment Consulting

Amber R. Wiseley | U.S. Retirement Strategy | Intel Corporation

Jerry D. Zinkula, CFA | Managing Director-Portfolio Management Group, Chairman of Allstate’s 401K Savings Plan Investment Committee | Allstate Investments

P&I’s 401(k) Summit ADVISORY BOARD members:
Marla J. Kreindler, J.D. | Partner | Morgan, Lewis & Bockius LLP
Lori Lucas, CFA | Executive Vice President, DC Practice Leader | Callan Associate
Rosemary Parker | Employee Benefits- DC Plans | Ford Motor Company
Tom Van Wort | Retirement Plan Manager | BMW Group

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