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Speakers

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CONFERENCE MODERATOR (San Diego & Dallas)
Michael M. Hall, ASA, CFA, EA

West Division Practice Lead
Towers Watson

Michael has been providing investment consulting services to clients since 1998. Prior to joining Towers Watson in March 2011, Michael spent twelve years at Russell Investment Group where he was the director of investment strategy and eight years as an actuary for corporate retirement and benefits plans at Northern Trust and Buck Consultants.

Michael received his B.A. in Mathematics from University of Texas, and his M.A.S from Georgia State University. He is a Associate of the Society of Actuaries, Enrolled Actuary, and Member of the American Academy of Actuaries. Michael has earned the Charter Financial Analyst designation and is a member of the CFA Society of Seattle.

CONFERENCE MODERATOR (Chicago & New York)
Carl Hess

Global Head of Investment
Towers Watson

Carl Hess is the global head of Towers Watson Investment and is based in the firm’s New York office.

For more than two decades, Carl has consulted with many of the world’s largest corporate, government, non-profit and union pension funds as well as to other institutional asset pools, including insurers, VEBAs and nuclear decommissioning trusts. His particular areas of expertise include risk budgeting, asset allocation, asset/liability management, retirement program finance, and governance.

Carl is a Fellow of both the Society of Actuaries and the Conference of Consulting Actuaries and a Chartered Enterprise Risk Analyst. He is agraduate of Yale University with a cum laude degree in Logic.

GUEST SPEAKERS

David Hirshleifer (SAN DIEGO)
Merage Chair in Business Growth Professor of Finance
Paul Merage School of Business, University of California, Irvine

David Hirshleifer is Merage Chair and Professor of Finance at the Merage School of Business, University of California-Irvine; he was previously on the faculties of Ohio State University, University of Michigan, and UCLA. He is the Executive Editor of a top academic journal, the Review of Financial Studies, and served as director of the American Finance Association. He is a pioneer in the field of behavioral finance, with a focus on the psychological basis for market under- and overreactions. Based on this, he has studied how investors can exploit market inefficiencies to build investment strategies that optimize portfolio performance while controlling risk. He has served as a consultant for securities and money management firms; his research has won several awards and has been profiled in international news media.

Lucy Ackert (DALLAS)
Professor of Finance, Michael J. Coles College of Business
Kennesaw State University

Lucy F. Ackert is Professor of Finance in the Michael J. Coles College of Business at Kennesaw State University and holds a Ph.D. from Emory University. Dr. Ackert has published numerous articles in refereed journals including the American Economic Review, Journal of Accounting Research, and Journal of Finance. In 1993 Dr. Ackert received a Smith Breeden Prize for Distinguished paper in the Journal of Finance. She is an Associate Editor for Journal of Banking and Finance and the Journal of Economic Psychology and Editorial Board Member for the International Journal of Behavioral Accounting and Finance. Dr. Ackert also co-authored a behavioral finance textbook with Richard Deaves and continues to pursue research that will provide insight into the behavior of individuals and markets.

Reid Hastie
Robert S. Hamada Professor of Behavioral Science Center for Decision Research
Booth School of Business, University of Chicago

Reid Hastie studies judgment and decision making (managerial, legal, medical, engineering, and personal), memory and cognition, and social psychology. He is best known for his research on legal decision making and on social memory and judgment processes. Hastie is currently studying the role of explanations in inductive judgments, civil jury decision-making, and decision making competencies across the adult lifespan.

Hastie has written a textbook, Rational Choice in an Uncertain World: The Psychology of Judgment and Decision Making, in collaboration with Robyn Dawes of Carnegie Mellon University, and an Annual Review of Psychology chapter, "Problems for Judgment and Decision Making." He is involved with the Center for Decision Research at Chicago Booth.

He has taught at Harvard University, Northwestern University, and the University of Colorado where he was director of the Center for Research and Judgment Policy.

Dr. Ed Yardeni
President
Yardeni Research

Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of independent global investment strategy research. In his publications, Dr.Yardeni explores trends in the economy and financial markets which are vital to a broad spectrum of investment decision makers.

Dr. Yardeni previously served as Chief Investment Strategist for Oak Associates, as Chief Investment Strategist and a Managing Director of
Prudential Equity Group, as Chief Investment Strategist for Deutsche Bank, and Chief Economist for C.J. Lawrence, Prudential Securities, and E.F. Hutton.

He taught at Columbia University's Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the U.S. Treasury Department in Washington, D.C.

Dr. Yardeni completed his doctoral dissertation under Professor James Tobin, a Nobel Laureate, at Yale University. Previously, he received a Masters degree in International Relations from Yale. He completed his undergraduate studies magna cum laude at Cornell University.

Dr. Yardeni has published articles in The Wall Street Journal, The Financial Times, The New York Times, and Barron's. He has appeared on numerous television and radio business and financial programs.

Many of the world's top institutional investors subscribe to Dr. Yardeni's investment strategy service, which is available at www.yardeni.com.

ADDITIONAL SPEAKERS

Tom Applegate, CFA
Client Portfolio Manager
ING Investment Management

Catherine Banat
Special Assistant to the CIO
NY City Office of the Comptroller

Sean Brennan
Principal
Mercer

William Clark
Senior VP and Chief Investment Officer
Federal Reserve Office of Employee Benefits

Pierre Couture, ASA, EA, MAAA
Senior Actuary, Multi-Asset Strategies
ING Investment Management

Nick Davies
Principal
Mercer

Terry Dennison
Senior Partner - U.S. Director of Consulting
Mercer

Seth Finkelstein, CFA
SVP, Client Portfolio Manager and Head of Investment Services
ING Investment Management

James Gannon
Director, Asset Allocation & Risk Management
Russell Investments

Richard Giberson
Partner
Hewitt EnnisKnupp

Max Giolitti
Director of Risk Allocation
Wurts & Associates

John Hartman
Managing Director, Business Development
Rocaton Investment Advisors

Ari Jacobs
Senior Partner and Global Retirement Solutions Leader
Aon Hewitt

Martin Jaugietis
Director, Head of LDI Solutions
Russell Investments

Phil Kivarkis
U.S. Director of Investment Policy Services
Hewitt EnnisKnupp

Christopher A. Levell
Partner
NEPC

Kim Lisella
Vice President, Customized Strategies
Cutwater Asset Management

Matt Maleri
Research Specialist
Rocaton Investment Advisors

Scott McDermott
Managing Director
Goldman Sachs Asset Management

John Miller
Senior Consultant
Hewitt EnnisKnupp

Matthew Rice, CFA, CAIA
Principal, Chief Investment Officer
DiMeo Schneider & Associates

Jay E. Roney
Partner
NEPC

Alec Stais
Managing Director
Goldman Sachs Asset Management

Gary Stentz
Outsourcing Portfolio Manager
Russell Investments

David R. Wilson, CFA
Managing Director, Customized Strategies
Cutwater Asset Management

Guyle Wilson
Principal
Mercer Investment Consulting

Paul Zemsky, CFA
CIO, Multi-Asset Strategies
ING Investment Management

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