Page 1 of 41

Page 1 of 41

Name

Benjamin Bingham

Corby Dall, CPC Debra Whitman, Ph.D. Michele L. Varnhagen Stephen A. Bobo Annamaria Lusardi, Ph.D.

Anthony T. LaFeber

Chad Williams Bernard (Bernie) C. Knobbe, CEBS, CCP Maddy Dychtwald

Dan Veto

Neil P. Dougherty Jean Michel, CFA

Vincent Morin, CFA Hisashi Hatta Patrick R. Adelsbach

Stacy Maul

Asad Ali John Hickey FCA, ASA, EA

Richard A. Davies

Raymond Decker

Title Author, Making Money Matter, Impact Investing to Change the World, CEO/Founder President and Practice Leader

Chief Public Policy Officer

Senior Legislative Representative for Social Security and Retirement Asset Allocation Committee Chair Denit Trust Chair of Economics and Accountancy, George Washington School of Business

Head of Global Benefits

Vice President, Global Professional Services Corporate Vice President, Global Benefits, Human Resources Co-Founder and Senior Vice President

Senior Advisor

Vice President and Treasurer

President

President

Managing Director

Principal

Manager, Retirement Benefits

Senior Consultant

Vice President, Global Benefits

Senior Managing Director and CoHead of North America Institutional Managing Director, Head of Institutional Defined Contribution Client Services

Company 3Sisters Sustainable Management, LLC and Scarab Funds 401k Advisors Intermountain AARP AARP, Inc. Abbot Downing Academic Director of GFLEC (Global Financial Literacy Excellence Center) Advanced Micro Devices (AMD) Advent Software, Inc. AECOM Age Wave

Age Wave Agilent Technologies, Inc. Air Canada Pension Investments Air Canada Pension Investments AISIN Employees' Pension Fund Aksia, LLC

Akzo Nobel Inc. Alan D. Biller & Associates Alcatel-Lucent

AllianceBernstein

AllianceBernstein

Event

FOX Wealth Advisors Forum-2017

P&I's 401(k) Investment Lineup Summit 2015

P&I's Global Future of Retirement-2016

P&I's Pension Settlement Strategies Summit2014 IPI's 2012 Fall Forum NYC

Global Future of Retirement-2016

P&I's 401(k) Investment Lineup Summit 20132014

IPI's 2012 Fall Forum, San Francisco

P&I's 401(k) Investment Lineup Summit 2016, P&I's Global Future of Retirement-2016 P&I's 401(k) Investment Lineup Summit2014 P&I's 401(k) Investment Lineup Summit2014, P&I's Liability Driven Investing Conference-2014 P&I's 401(k) Investment Lineup Summit-2013 Canadian Pension Risk Strategies Summit2015 Canadian Pension Risk Strategies Summit2016 P&I's Global Pension Symposium- Tokyo 2013

IPI's 2012 Fall Forum NYC

P&I's 401(k) Investment Lineup Summit 2014, P&I's Pension Settlement Strategies Summit2014 P&I's 401(k) Investment Lineup Summit 2015

Global Future of Retirement-2014

P&I's Custom Target-Date Strategies Summit 2013-2014

P&I's Custom Target-Date Strategies Summit 2014

Role KEYNOTE Advisory Board Member

KEYNOTE Advisory Board Member

KEYNOTE KEYNOTE KEYNOTE

Page 2 of 41

Name

Peter S. Kraus

Glenn A. Dial

Andreas Hilka

Tim Friederich

Michael Downing

Jerry D. Zinkula, CFA Michael Talbot Vicki D. Blanton David Pulford Chat Cowherd, CPC, ASPPA Terry Daugherty, CMFC, PRP Chris Monachino Richard Weiss

Scott Wittman, CFA, CAIA

Terry Daugherty, CMFC, PRP Radu Gabudean, Ph.D. Diane Gallagher, IABC Rich Weiss

Scott Wittman, CFA, CAIA

Title

Chairman of the Board and Chief Executive Officer

Managing Director, Head of US Retirement Strategy Managing Director - Head of Pensions Vice President, Solutions Specialist Chair - Pension Investment Committee and Senior Vice President, Life Product Management Managing Director and Chairman401(k) Savings Plan Investment Committee Executive Vice President Senior Benefits Counsel - Legal Department Director, Retirement Programs Vice President - Client Relationship Management Vice President, Client Relationship Management Vice President of Territory Sales Senior Vice President and Senior Portfolio Manager Chief Investment Officer, Disciplined Equity & Asset Allocation, Senior Vice President and Senior Portfolio Manager Vice President, Client Relationship Management Vice President, Portfolio Manager, One Choice Target Date Funds Vice President and Manager DCIO Practice Management Senior Vice President, Senior Portfolio Manager Chief Investment Officer, Disciplined Equity & Asset Allocation, Senior Vice President and Senior Portfolio Manager

Company AllianceBernstein Allianz Global Investors Distributors LLC Allianz Global Investors Europe

AllianzGI Global Solutions

Allstate Insurance Company

Allstate Insurance Company

Alpha FMC American Airlines American Airlines American Century Investments

American Century Investments American Century Investments American Century Investments

American Century Investments

AMERICAN CENTURY INVESTMENTS AMERICAN CENTURY INVESTMENTS American Century Investments AMERICAN CENTURY INVESTMENTS

AMERICAN CENTURY INVESTMENTS

Event

Role

IPI's 2012 Fall Forum NYC

KEYNOTE

P&I's Custom Target-Date Strategies Summit 2014

P&I's Global Future of Retirement-2014

P&I's Custom Target-Date Strategies Summit2014

Advisory Board Member

State Street Custom Event 2015, P&I's Liability Driven Investing Conference-2013

P&I's 401(k) Investment Lineup Summit 20132014 Global Future of Retirement-2014 P&I's 401(k) Investment Lineup Summit-2014 P&I's 401(k) Investment Lineup Summit-2016 P&I's 401(k) Investment Lineup Summit-2015

P&I's 401(k) Investment Lineup Summit-2015 P&I's 401(k) Investment Lineup Summit-2015 P&I's 401(k) Investment Lineup Summit-2015

P&I's 401(k) Investment Lineup Summit-2015

P&I's 401(k) Investment Lineup Summit-2016 P&I's 401(k) Investment Lineup Summit-2016 P&I's 401(k) Investment Lineup Summit-2016 P&I's 401(k) Investment Lineup Summit-2016

P&I's 401(k) Investment Lineup Summit-2016

Page 3 of 41

Name Barbara Kontje John Doyle

Sue Walton

Title

Director of Global Retirement and Smart Saving

Senior Vice President, Defined Contribution

Senior Vice President, Defined Contribution

Company American Express American Funds

American Funds

Nancy Katz Gregory T. Williamson Neal Wolkoff

Rapha?l Sobotka

Pascal Blanqu? Markus Krygier Laurent Crosnier Marie-Anne Allier

Gordon Whiting

Matthew Zumbach, CFA Thomas Gordon Benjamin Abramov, LLB Chris Birch, FSA, EA

Mark Chow, CFA

William da Silva, FCIA, FSA, EA

Managing Director

Chief Investment Officer

Chairman and Chief Executive Officer Global Head of Multi-Asset, Institutional Clients Deputy Chief Executive Officer and Chief Investment Officer Deputy CIO Chief Investment Officer Head of Euro Aggregate Managing Director and Founder and Portfolio Manager-Net Lease Real Estate Strategy Director, Portfolio Manager of Investments Human Resources Director, Total Rewards Head of Canadian Private Markets and Associate Partner

Consultant

Associate Partner, Canadian Head of Manager Research and Due Diligence

Senior Partner, Practice Director

American Infrastructure MLP Funds American Red Cross American Stock Exchange Amundi Amundi Group Amundi London Branch Amundi London Fixed Income Amundi- Paris Angelo, Gordon & Company, L.P.

Aon Corporation Aon Corporation Aon Hewitt Aon Hewitt

Aon Hewitt

Aon Hewitt

Barbara Hogg FSA Consulting and Communication Aon Hewitt

Ari Jacobs

Global Retirement Solutions Leader, Senior Partner

Aon Hewitt

Event

Role

P&I's 401(k) Investment Lineup Summit-2014, P&I's Custom Target-Date Strategies Summit

P&I's 401(k) Investment Lineup Summit-2016

P&I's 401(k) Investment Lineup Summit-2016

IPI's 2012 Fall Forum, San Francisco

P&I's Global Future of Retirement-2015

Financial Times: Electric Money - Trading in the 21st Century, NYC, 2007

P&I's Global Pension Symposium- Tokyo 2015

P&I's Global Pension Symposium- Tokyo 2015, Global Future of Retirement-2015 P&I's Global Pension Symposium- Tokyo 2013 P&I's Global Pension Symposium- Tokyo 2014 P&I's Global Pension Symposium- Tokyo 2014

KEYNOTE KEYNOTE - GPS2015

IPI's 2012 Fall Forum, San Francisco

P&I's Liability Driven Investing Conference2014

P&I's 401(k) Investment Lineup Summit-2016

Canadian Alternatives Investing Summit-2015

P&I's Pension Settlement Strategies Summit2013

Canadian Alternatives Investing Summit-2015

Canadian Pension Risk Strategies Summit 2014-2016 P&I's Pension Settlement Strategies Summit2013, P&I's Pension Settlement Strategies Summit-2013 P&I's Pension Settlement Strategies Summit 2013-2014, P&I's 401(k) Investment Lineup Summit-2014, P&I'sLiability Driven Investing Conference-2013

Page 4 of 41

Name Steve Windsor, FCIA, FSA Benjamin Abramov, LLB Ari Jacobs

Alison T. Borland,

Bill Ryan SPHR Russ Ivinjack, Eduard van Gelderen CFA, FRM Gary R. Johnson

Title

Associate Partner

Head of Canadian Private Markets and Associate Partner Global Retirement Solutions Leader, Senior Partner Senior Vice President, Head of Defined Contribution Associate Partner / CONFERENCE CHAIR Senior Partner Statutory Board Member & Chief Investment Officer, Capital Markets Investments Vice President and Treasurer

Company Aon Hewitt Aon Hewitt AON HEWITT Aon Hewitt Aon Hewitt Investment Consulting Aon Hewitt Investment Consulting APG Asset Management Apogee Enterprises, Inc.

Marc Rowan

Co-Founder, Senior Managing Director and Director

Apollo Global Management

Robert G. Capone, Daniel Villalon, CFA

Managing Director, Head of Defined Contribution and Sub Advisory

US, Head Portfolio Solutions Group

Samuel "Skip" W. Halpern

Area President

Mellody Hobson John Jurik CEBS, RR

President

Area Vice President, Investment Advisor Representative Retirement Plan Consulting

AQR Capital Management, LLC

AQR Capital Management, LLC Area President, Gallagher Fiduciary Advisors, LLC Ariel Investments

Arthur J. Gallagher & Co.

Event

Role

Canadian Pension Risk Strategies Summit2014

Canadian Alternatives Investing Summit-2015

Canadian Pension Risk Strategies Summit2016, P&I's Global Future of Retirement-2016

Global Future of Retirement-2016

P&I's 401(k) Investment Lineup Summit-2016 Global Future of Retirement-2016

Global Future of Retirement-2015

Advisory Board

P&I's 401(k) Investment Lineup Summit-2013

IPI's 20th Anniversary Forum-2012

P&I's Custom Target-Date Strategies Summit2015

KEYNOTE - Leon Black, Joshua Harris and Marc Rowan-3 investment bankers of now-defunct Drexel Burnham Lambert started Apollo fund in 1990. Apollo's buyout fund dating to 2008, a $14.7 billion pool of capital, has had a net internal rate of return of 30%.

P&I's Custom Target-Date Strategies Summit2015

P&I's Alternatives in DC Investing Summit2014

P&I's Global Future of Retirement-2014, FOX Fall Forum-2016

KEYNOTE

KEYNOTE-GFOR & FF and Advisory Board Member

P&I's 401(k) Investment Lineup Summit-2015

Christopher Jarmush

Hiraku Matsumoto

Walter Isaacson

Area Vice President & Director of Defined Contribution Plan Services

Investment Officer

President and Chief Executive Officer, Author of Steve Jobs

Arthur J. Gallagher & Company Asahi Kasei Pension Fund Aspen Institute

P&I's Custom Target-Date Strategies Summit2014

P&I's Global Pension Symposium- Tokyo 2013 IPI's 2012 Fall Forum NYC

KEYNOTE

Page 5 of 41

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download