Conference Exhibitors

Be a part of P&I's annual signature event. Exhibitors of the P&I Defined Contribution conference will have exposure to P&I's exclusive audience of plan sponsors, consultants and money managers before, during and after the conference.

To learn more about reserving a booth, contact Richard Scanlon, Sales Director at (212) 210-0157 or rscanlon@pionline.com or visit the conference Sponsorship & Exhibitor Opportunities page for more details.

For more information, contact:
Keith Wagner
Managing Director
Allianz Global Investors
1633 Broadway
New York, NY 10019
(678) 296-8161
keith.wagner@allianzinvestors.com
www.allianzinvestors.com

For more information, contact:
Eric Rubin
President
American Independence Funds
230 Park Avenue, Suite 534
New York, NY 10169
(646) 747-3477
erubin@americanifs.com
www.americanindependence.com

For more information, contact:
Bruce Goelz
Managing Director
BNY Mellon
One Wall Street
New York, NY 10286
(212) 635-6482
bruce.goelz@bnymellon.com
www.bnymellon.com

For more information, contact:
Lori McKenzie
Vice President
Charles Schwab
100 Post Street
San Francisco, CA 94108
(415) 664-6365
lori.mckenzie@schwab.com
www.scs.schwab.com

For more information, contact:
Jon Graff
Vice President
Fidelity Investments
245 Summer Street
Boston, MA 02210
(859) 386-4133
jon.graff@fmr.com
www.fidelity.com

For more information, contact:
Carrie Callahan
Partner
Galliard Capital Management
800 LaSalle Avenue, Ste. 1100
Minneapolis, MN 55402
(612) 667-1793
carrie.a.callahan@galliard.com
www.galliard.com

For more information, contact:
Fred Conley
Head of Institutional Defined Contribution Sales
Goldman Sachs Asset Management
200 West Street
New York, NY 10282
(212) 902-3382
fredrick.conley@gs.com
www.gsam.com

For more information, contact:
William Shaw
Vice President, Marketing
The Hartford
31 St. James Avenue, Suite 600
Boston, MA 02116
(617) 406-1164
william.shaw@thehartford.com
www.hartfordinvestor.com

For more information, contact:
Bas Nieuweweme
SVP, Head of US Institutional Sales
ING U.S.
230 Park Avenue
New York, NY 10169
(212) 309-6457
www.ing.com

For more information, contact:
Monte Mitchell
Director of Marketing & Sales
Jensen Investment Management
5300 Meadows Rd., Suite 250
Lake Oswego, OR 97035
(503) 726-2066
mmitchell@jenseninvestment.com
www.jenseninvestment.com

For more information, contact:
Todd Cassler
Senior Managing Director, Head of Institutional Sales
John Hancock Mutual Funds
601 Congress Street
Boston, MA 02210
(617) 663-2714
tcassler@jhancock.com
www.jhfunds.com

For more information, contact:
Christopher Perkin
VP, Director of DCIO and Sub-Advisory
Loomis, Sayles & Company L.P.
One Financial Center
Boston, MA 02111
(617) 310-3686
cperkin@loomissayles.com
www.loomissayles.com

For more information, contact:
Mary Moglia-Cannon
Senior Analyst & Portfolio Strategist
Manning & Napier Advisors, LLC
290 Woodcliff Drive
Fairport, NY 14450
(585) 325-6880
mcannon@manning-napier.com
www.manning-napier.com

For more information, contact:
Kerry Sain
U.S. Sales Leader - Outsourcing
Mercer
One Investors Way
Norwood, MA 02062
(908) 447-1842
kerry.sain@mercer.com
www.mercer.com

For more information, contact:
Jon Hubbard
Director
MFS Investment Management
500 Boylston Street
Boston, MA 02116
(617) 954-4643
jhubbard@mfs.com
www.mfs.com

For more information, contact:
Terry Dunne
SVP, Managing Director, Automatic Rollovers
Millennium Trust Company
2001 Spring Road, Suite 700
Oak Brook, IL 60523
(630) 368-5675
tdunne@mtrustcompany.com
www.mtrustcompany.com

For more information, contact:
Michael Fitzgerald
Managing Director, Head of Intermediary Sales
Morgan Stanley Investment Management
522 5th Avenue, 8th Floor
New York, NY 10036
(212) 296-0643
michael.d.fitzgerald@morganstanley.com
www.mism.com

For more information, contact:
Ron Heath
Managing Director, Sales and Marketing
Morley Financial Services, Inc.
1300 SW 5th Avenue, Ste. 3300
Portland, OR 97201
(800) 548-4806
heath.ron@morley.com
www.morley.com

For more information, contact:
Chris Simmons
Senior VP - Retirement & Sub-Advisory
Neuberger Berman
605 Third Avenue
New York, NY 10158
(212) 476-5575
chris.simmons@nb.com
www.nb.com

For more information, contact:
Peter Sparrow
Senior Vice President
Northern Trust
50 South LaSalle Street
Chicago, IL 60603
(312) 444-4930
ps2@ntrs.com
www.northerntrust.com

For more information, contact:
Putnam Investments
One Post Office Square
Boston, MA 02109
www.putnam.com

For more information, contact:
Jared Buell
Vice President, Institutional Services
RS Investments
388 Market Street, Ste. 1700
San Francisco, CA 94111
(857) 350-3292
jbuell@rsinvestments.com
http://www.rsinvestments.com

For more information, contact:
Dick Davies
Managing Director
Russell Investments
1301 2nd Avenue, 18th Floor
Seattle, WA 98101
(212) 702-7825
rdavies@russell.com
www.russell.com/dcinsights

For more information, contact:
Patrick Lulley
Vice President, DCIO
Van Eck Global
335 Madison Avenue
New York, NY 10017
(212) 293-2097
plulley@vaneck.com
www.vaneck.com

For more information, contact:
Randy Henze
Executive Vice President
Wells Fargo
100 Heritage Reserve
Menomonee Falls, WI 53222
(414) 577-7619
randy.henze@wellsfargo.com
www.wellsfargo.com