We will continue to add speakers as we finalize our agenda.
Professor, School of Risk & Actuarial Studies
ARC Centre of Excellence in Population Ageing Research
Hazel Bateman is a Professor in the School of Risk & Actuarial Studies at UNSW Sydney and Deputy Director of the ARC Centre of Excellence in Population Ageing Research. Her current research investigates pension choices in accumulation and decumulation and the role of choice architecture, information architecture, financial advice and financial literacy. She also works on design of and demand for retirement products including annuities, long term care insurance and reverse mortgages. Hazel works closely with the financial services industry, pension funds and policy makers in Australia and internationally and has consulted to a range of Australian and international organisations including the World Bank, the OECD and government in China and South Korea. She is a member of the Consultative Committee of UniSuper – the pension fund for Australian academics, the Scientific Committee of Netspar, the Expert Reference Group of the Melbourne Mercer Global Pension index, and the China Ageing Finance Forum. She has recently been appointed inaugural Director of the International Pensions Research Association (IPRA).
Independent Consultant on Geopolitical and Security Risk
Rob is an independent consultant on geopolitical and security risk. From 2009 to 2014, he was a managing director and head of the Office of Global Security for Goldman Sachs. Prior to joining the firm, Rob worked at BP plc, where he was the director of International Security Affairs. Before that, he worked for 24 years at the Central Intelligence Agency (CIA), where he served in several senior leadership positions, including chief of Operations for the Counterterrorism Center, chief of the Central Eurasia Division and chief of the CIA’s Information Operations Center. He is a recipient of the Distinguished Career Intelligence Medal, the Donovan Award for Operational Excellence, the George HW Bush Award for Excellence in Counterterrorism and the Director’s Award. Rob is a member of the Board of Advisors to the director of the National Counterterrorism Center and Senior Fellow at the George Washington University Center for Cyber and Homeland Security.
Assistant Professor of Research, School of Social Work
University of Minnesota
Marti DeLiema, Ph.D., is an Assistant Professor of Research in the School of Social Work at the University of Minnesota, Twin Cities. As an interdisciplinary gerontologist, she defines successful aging as maintaining good physical and mental functioning, cultivating meaningful social relationships, and being financially secure throughout the life course. An important component of aging well is avoiding financial abuse and fraud, yet victimization causes millions of Americans to become financially fragile in older age. Victims also suffer from depression, shame, debt, and loss of financial independence. Dr. DeLiema's work focuses on identifying the extent and cost of financial fraud in the U.S., as well as the factors related to financial victimization. She has experience in both quantitative and qualitative research methods having led focus groups, published case studies, and analyzed longitudinal data with tens of thousands of respondents. Her goal is to generate and test novel interventions that protect consumers from financial victimization, in addition to understanding the factors that make some people more vulnerable to abuse and scams relative to others. Dr. DeLiema received a Ph.D. in gerontology from the USC Davis School of Gerontology, and a B.S. in biological psychology from UCLA. She was a research scholar at the Stanford Center on Longevity in the Financial Security Division. During graduate school she conducted research on elder abuse and neglect in minoritized communities, evaluated outcomes of a multidisciplinary team response to abuse, and studied the tactics scam artists use to deceive older adults.
Director, Health Research and Education Program
Employee Benefit Research Institute
Paul Fronstin is Director of the Health Research and Education Program at the Employee Benefit Research Institute (EBRI), a private, nonprofit, nonpartisan organization committed to original public policy research and education on economic security and employee benefits. He also oversees EBRIs Center for Research on Health Benefits Innovation. He has been with EBRI since 1993. Dr. Fronstin's research interests include trends in employment-based health benefits, consumer-driven health benefits, HSAs, private health insurance exchanges, workplace wellness programs, retiree health benefits, employee benefits and public policy, and public opinion about health benefits and health care. He currently serves on the board of trustees for Emeriti Retirement Health Solutions and for the National Alliance of Healthcare Purchaser Coalitions. He also serves on the National Advisory Board for the University of Michigan Center for Value-Based Insurance Design. He is the associate editor of Benefits Quarterly and is also a TIAA-CREF Institute Fellow. From 2015-2018, he served on the Maryland Patient Safety Center board of directors. Dr. Fronstin served on the Maryland Health Care Commission from 2012-2016. In 2010, he served on the Institute of Medicine (IOM) Committee on Determination of Essential Health Benefits. Dr. Fronstin earned his Bachelor of Science degree from SUNY Binghamton and his Ph.D. in economics from the University of Miami.
Anna M. Rappaport
Anna Rappaport Consulting
Anna M. Rappaport, F.S.A., M.A.A.A. founded Anna Rappaport Consulting in 2005 after retiring from Mercer. Anna is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized expert on the impact of change on retirement systems and workforce issues. She is passionate about several important issues and is focused on making a difference.
Some of her major concerns in the last few years include: women’s retirement security with a particular concern about older women who are alone; the impact of disability on retirement security where defined contribution plans are primary; phased retirement, the need for later retirement ages and for better work options for older workers (she is personally a phased retiree at this time); the need to adapt to a more heavily defined contribution world with better retirement planning and more personal knowledge; and the role of family in retirement systems.
Anna has won several prizes and awards. Most recently, she was awarded the 2018 Lilywhite Award from the Employee Benefit Research Institute(EBRI) and a Lifetime Achievement Ward by the Plan Sponsor Council of America (PSCA) in 2017. She was selected for a Society of Actuaries President’s Award in 2014. Among her writings is a regular column titled “Perspectives from Anna” published in the Society of Actuaries Pension Section News. She is also a contributor to The Conference Board’s Human Resources Exchange, the Pension Research Council’s blog and a frequent author for Benefits Quarterly and Benefits Magazine.
Anna is a phased retiree. She retired from Mercer after 28 years with the firm at the end of 2004. She formed Anna Rappaport Consulting at that time. She is also an Urban Sketcher and painter.
Anna is a past- President of the Society of Actuaries and chairs its Aging and Retirement Steering Committee and its Committee on Post-Retirement Needs and Risks. Anna serves on the Board of the Women’s Institute for a Secure Retirement (WISER), and the Advisory Board of the Pension Research Council. Anna formed Anna Rappaport Consulting in 2005 after retiring from Mercer at the end of 2004 after 28 years with the firm. Anna served on the ERISA Advisory Council from 2010 to 2012. She previously served on the NASI Board and as Membership Committee chair. Anna is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries. Anna has an MBA from the University of Chicago Booth School of Business. Anna completed 50 years as a Fellow of the Society of Actuaries in 2013.
Head of Pension Investments
Farmers Insurance Group
Tony Tomich manages Farmers’ retirement investments. He has a BBA and an MPP from The College of William & Mary, in Williamsburg, VA. Tony began his career in NYC in the banking industry, then moved to the internet and telecom industries in the Silicon Valley in the early 2000s. He joined 21st Century Insurance in 2004 and held multiple positions during his tenure with the organization, ranging from Treasurer & Investment Relations Officer to Executive Vice President and Chief Financial Officer. 21st Century Insurance was purchased by AIG in 2007 and was subsequently sold to Farmers in 2009. Farmers AUM total approximately $20B, while the retirement investments total approximately $7B AUM. Tony transitioned Farmers’ $3B DC plan to an open architecture, white-label structure in 2013. Tony also manages the company’s Socially Responsible Investments portfolio and has multiple leadership roles in the space. These range from a 3 term member of the California Insurance Commissioner’s COIN Advisory Board (inaugural chairperson) to an Investment Committee member for the California Fair Plan to the Chairman of Impact Community Capital, LLC, a for-profit entity that facilitates over $1B in SRI investments in California and beyond. Farmers Insurance provides P&C, specialty, life, commercial and other insurance and financial services products.