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