MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Monday, June 26, 2017 Week In Preview, June 26-July 2 Multiple retirement plan industry events are going on this week in the Midwest and in Gotham, and later this week fixed income veterans will also gather in the Big Apple. Yesterday the National Association of Plan Advisors (NAPA) team kicked off their NAPA Connect conference at theWit in Chicago. The three-day event, which is geared towards women who are 401(k) plan advisors (KPAs), features a number of speakers, including: Terry Anderson, executive vice president of Plan Sponsor Consultants; Mary Caballero, managing partner of impact benefits and retirement at LPL; Jenny Evans, founder and CEO of PowerHouse Performance; Nora Everett, president of retirement and income solutions at Principal and chairman of Principal Funds; Beverly Flaxington, human behavior coach and co-founder of the Collaborative; Carol Geremia, president of MFS Institutional Advisors; Amy Glynn, managing partner of GRP Advisor Alliance; Anne Greenwood, senior vice president of sales and marketing at Pax Ellevate Management; Lisa Kottler, senior vice president of retirement services at NFP; Anne Lester, head of U.S. retirement solutions for global investment management solutions at J.P. Morgan Asset Management; Christina Marschinke, senior vice president of product management at LPL; Emily Gaul Minnich, senior wealth strategy associate and senior retirement plan consultant at the UBS G2 Financial Group; Janine Moore, principal at Peak Financial Group; Julie Norseen, McKinsey; Kathleen Roche, independent consultant; Jania Stout of Fiduciary Plan Advisors; Marcy Supovitz, principal at Boulay Donnelly & Supovitz Consulting Group; Mary Lou Wattman, co-founder of 3ethos and CEO and president of 1920West; and Lynn Weirich, Business Financial Group. Capital Group's American Funds, Franklin Templeton, J.P. Morgan, LPL, Manning & Napier, MFS, Natixis, OneAmerica, Principal, Prudential, T. Rowe Price, and Transamerica are all sponsoring the event. Also yesterday, the Sheridan Road Financial team started their annual Kohler Conference at the American Club in Kohler, Wisconsin. The Northbrook, Illinois-based, LPL-affiliated shop gathers KPAs for the three-day event. Also yesterday, the Crain Communications team kicked off their Pensions & Investments Global Future of Retirement conference at the Conrad in New York City. The three-day event features a number of speakers, including: Douglas Appell, senior reporter at P&I; Rob Austin, director of research at Alight Solutions; Sophie Baker, London bureau chief for P&I; Christopher Battaglia, vice president and group publisher at P&I; Hazel Bradford, reporter at P&I; Warren Cormier, CEO of Boston Research Technologies and chief behavioral officer of the National Association of Retirement Plan Participants (NARPP); Greg Crawford, director of content solutions for P&I; Aaron Cunningham, director of research and analytics at P&I; Michael Falk, partner at Focus Consulting Group; Jim Gasperoni, head of real assets at Aberdeen Investment Management; Taimur Hyat, chief strategy officer at PGIM; Roger Ibbotson, professor at Yale School of Management; Marc Levinson, former finance and economics editor at the Economist; Michael Lillard, head of PGIM Fixed Income; Vikram Mansharamani, president of Kelan Advisors and author of Boombustology; Masahiro Mori, director of the Japanese External Trade Organization (JETRO), New York; Paulina Pielichata, senior reporter at P&I; Amy Resnick, editor at P&I; John Sitilides, principal of Trilogy Advisors; Martin Sullivan, senior vice president at State Street; Julie Tatge, executive editor at P&I; Christine Williamson, senior reporter at P&I; and Bob Woodard, associate editor at the Washington Post. Aberdeen, Natixis, PGIM, and State Street are the lead sponsors of the event. On Wednesday, also in New York City, the members of the Fixed Income Analysts Society, Inc. (FIASI) will gather for their annual meeting, featuring a cocktail party at the Cornell Club. They will vote on their new board of directors for 2017-2018. The slate of candidates includes: Robert Slowko, business development manager at MSCI, for FIASI president; Henry Shilling, senior vice president of Moody's Investors Services, for FIASI vice president; Mark Howard, head of U.S. credit strategy at BNP Paribas, for FIASI secretary; Mariarosa Verde, vice president and senior credit officer - corporate finance at Moody's, for FIASI treasurer; Ralpha DeCesare, vice president and director at TD Asset Management, for FIASI member-at-large and program chair; Eileen Fahey, chief credit officer at FitchRatings, for FIASI member-at-large; Mark Hochberg, director in investment services department at BlackRock, for FIASI member-at-large; Sarah Kline, product management at Bloomberg, for FIASI member-at-large; Brian Toth, senior credit analyst at the New York State Insurance Fund, for FIASI member-at-large; Melody Vogelmann, credit research analyst at MEAG New York Corporation, for FIASI member-at-large and membership chair; and Larry White, managing director of business development at DBRS, for FIASI member-at-large. 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