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Speakers

CONFERENCE CHAIR
David Kelly
David Kelly, FIA, FSA, EA, CFA

Partner
Hewitt EnnisKnupp, Inc.

David Kelly is a partner in Hewitt EnnisKnupp’s US Delegated Investment Solutions team and is based in Chicago. He has responsibility for strategy development and implementation on specific clients as well as providing risk management intellectual capital across all delegated investment clients.

David has 13 years of experience as a pension actuary working with pension and retiree medical plans, specializing for most of that time as a senior consultant leading ALM investment strategy and risk management advice. Prior to joining Hewitt EnnisKnupp, he worked with Mercer for 10 years where he was a senior member of the Financial Strategy Group.

Over the course of his career, David’s clients have included large plan sponsors in financial services, energy, retail, pharmaceuticals, defense, automotive, manufacturing, and healthcare industries, as well as public plan sponsors.

David has spoken at professional conferences on topics of asset-liability risk management and frozen plan strategies. He also had a lead role in intellectual capital for Mercer in this area.

David has a BSc. in Financial and Actuarial Mathematics from Dublin City University. He is a CFA charter holder, a Fellow of the Institute of Actuaries (UK), a Fellow of the Society of Actuaries (US), and an Enrolled Actuary under ERISA. He is currently enrolled in the University of Chicago Booth School of Business part-time MBA program.

Andrew Barth | Director and Portfolio Manager | The Capital Group

Karin Brodbeck, CFA | Director - Retirement Investments | Nestlé USA, INC.

Neil Burke | Vice President, Portfolio Manager | Loomis, Sayles & Company, L.P.

Andrew Catalan, CFA | Managing Director, Liability Driven Investing Group | Standish

Bernard Del Rey | Chief Executive Officer| Capital Position Ventures LLC

Michael Downing | Vice President and Chair, Pension Investment Committee| Allstate Corporation

Luke Farrell | Senior Vice President and Fixed-Income Investment Specialist | The Capital Group

Shirley Hay | Director of Alternative Investments | Trinity Health

Ari Jacobs | Senior Partner, Global Retirement Solutions Leader | Aon Hewitt

Martin Jaugietis, CFA | Managing Director – LDI Solutions | Russell Investments

Paul R Kenney, Jr., CFA | Partner | NEPC

F. Gary Knapp, CFA, FRM | Managing Director and Product Manager-Insurance and Liability-Driven Investment Portfolio Strategies | Prudential Financial, Inc.

David Leduc, CFA | Chief Investment Officer of Active Fixed Income | Standish

David Lee | Senior Vice President and Fixed-Income Portfolio Manager | The Capital Group

Jeff Lewis, CFA | Staff Director - Retirement Investments | FedEx Corporation

Glenn K. O'Brien | Managing Director | Prudential Financial, Inc.

Jeffrey Passmore, CFA, EA, FSA| Senior Liability Strategist | Standish

Wesley Phoa | Senior Vice President and Fixed-Income Portfolio Manager | The Capital Group

Neil W. Roache | Managing Director, Public Markets and Investment Strategy | Exelon Corporation

Nicholas Savoulides, CFA, Ph.D. |Vice President, Portfolio Manager and Senior LDI Strategist | Loomis, Sayles & Company, L.P.

Raman Srivastava, CFA | Co-Deputy Chief Investment Officer and Managing Director of Global Fixed Income | Standish

Grant Verhaeghe | Director, Investment Research | CAPTRUST Financial Advisors


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