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Speakers

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CONFERENCE MODERATOR
Ross Bremen, CFA

Partner
NEPC

Ross joined NEPC in 2005 and has eighteen years of investment experience. Ross works with defined contribution plans in all aspects of plan evaluation. Ross is a regular speaker at conferences and has coauthored several pieces for NEPC, including “Stable Value on the Brink, But Surviving” and “The Automated Defined Contribution Plan.” He has also co-authored several opinion letters to the Department of Labor and testified in the Department of Labor/Securities and Exchange Commission Joint Hearings on Target-Date Funds. Ross has led the effort behind NEPC’s annual Plan and Fee Survey, has been interviewed multiple times in industry publications such as PIMCO’s DC Dialogue and is frequently quoted in the press. Ross is also an Executive Committee Member and Chair of the Public Policy Committee of the Defined Contribution Institutional Investment Association (DCIIA).

Prior to joining NEPC, Ross worked at Hewitt Associates as a Senior Investment Consultant. As a Senior Investment Consultant, Ross was responsible for designing institutional retirement plan investment strategies for Fortune 500 companies with Plan assets exceeding $1 billion on average. Ross also managed client relationships, created investment policy statements, advised on asset allocation and selection of investment managers, and led his team investigating the feasibility of establishing Hewitt investment products and other potential new product offerings. Prior to working at Hewitt Associates, Ross worked at The First National Bank of Chicago as a Portfolio Manager and Assistant Vice President. He was responsible for managing client assets consisting of equity, fixed income, and derivative investments, and associated client relationships. Ross earned an M.B.A. from Northwestern University with concentrations in Finance, Marketing, and Management & Strategy. Ross received his B.A. in Political Science from Northwestern University, with a concentration in Economics. In addition, he holds the Chartered Financial Analyst designation.

KEYNOTE SPEAKERS
Werner deBondt
Professor
Driehaus School of Business DePaul University

Gur Huberman

Robert G. Kirby Professor of Behavioral Finance
Columbia Business School

SPEAKERS
Timothy Atkinson
Trustee
City Austin Police Retirement System

Drew Carrington
Managing Director
UBS Global Asset Management

Michael Clarfeld
Managing Director, Portfolio Manager
ClearBridge Advisors

Kevin Cress
Principal
NEPC

Mark Fortier
Head, Product & Partner Strategy
AllianceBernstein Defined Contribution Investments

Michael Lane
CEO, Dimensional Retirement and Office of the Chairman
Dimensional Fund Advisors

Lori Lucas
Executive Vice President
Callan Associates

Chris Lyon
Partner
Rocaton Investment Advisors

Bill Marshall
Senior Product Director
AllianceBernstein Defined Contribution Investments

Robert C. Merton
Sloan School of Management Distinguished Professor
Massachusetts Institute of Technology

Mark Ruloff
Directoro of Asset Allocation
Towers Watson

Donald Stone
Managing Partner and CIO
Plan Sponsor Advisors

Jimmy Veneruso, CFA
Vice President
Callan Associates

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