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2020 Innovation Forum Speaker Information

Matt Adamson

Bloomberg, LP

Matt Adamson leads retirement and financial wellness programs for Bloomberg, L.P. He has over 20 years of experience designing, implementing, and administering benefits programs across a range of disciplines. Prior to Bloomberg, Matt was Vice President, Total Rewards at Mastercard, where he was responsible for retirement, financial education, and PTO benefits. He also spent five years supporting several major global business lines as a compensation consultant. Previously Matt led client engagements at Mercer, with a focus on defined contribution plans and investments. Matt has a bachelor’s degree in finance from the University of Dayton and is based in New York City.


Mark Ainsworth

Head of Data Insights
Schroders

Mark Ainsworth joined Schroders in 2014. He is currently Head of Data Insights, where he is building a platform to use data to provide new insights and improve the efficiency and quality of investment decisions and to give Schroders an ‘information edge’ over competitors. Prior to joining Schroders Mark was recruited by the McLaren F1 team as a Race Strategy Analyst. In 2002 he moved to Tesco, initially reporting on trade performance and analysing customer spending behaviour and then heading up the analytics team in the Site Location Planning function. In 2007 he became Chief Technology Officer of Talent Innovations, a start-up selling online 360 degree feedback software. In 2012 he joined Telefonica Digital, as Head of Analytics of Smart Steps, their ‘big data’ monetisation division. Mark has a BA (Hons) from Oxford University in Experimental Psychology, MA in Operational Research.


Daniel Bruns

Vice President, Product and Investment Strategy
Morningstar Investment Management

Daniel Bruns is a vice president, focusing on Product and Investment Strategy, within Morningstar Investment Management LLC’s workplace solutions group. Bruns plays a key role in developing business and client strategy in the defined contribution plan sponsor marketplace. He works with a team of product, investment, client service, and sales professionals to identify and implement new solutions to support the retirement planning needs of plan providers and sponsors as well as advisors and participants.

Previously, Dan held roles in the product and investment organizations for Morningstar Investment Management. He has a background in software development and financial modeling and holds a bachelor’s degree in physics from Lewis University and a master’s degree from DePaul University, Kellstadt Graduate School of Business.


Terry Cooney

Vice President Investments & National Employee Benefits Administration
Blue Cross Blue Shield Association

Terry Cooney is the Vice President of Investments & National Employee Benefits Administration for the Blue Cross Blue Shield Association (BCBSA), a national federation of 36 independent, community-based and locally operated Blue Cross and Blue Shield companies. The Blue System is the nation’s largest health insurer covering over 106 million members – one-in-three of all Americans.

In his role leading the National Employee Benefits Administration (NEBA) team, Terry is responsible for overseeing $14.3 billion of Blue Plan and participants’ assets. Terry leads NEBA’s fast changing and expanding product offering, which includes pension management and administration ($5.3 billion in assets), a National 401(k) program ($8.8 billion in assets), national disability programs, executive benefits and retiree health funding. Additionally, he oversees the investment management and treasury operations functions for BCBSA.

Terry has been with BCBSA since 1994 and joined the NEBA team in 2010. Prior to his current role, he held several senior management positions at BCBSA including Executive Director, National Programs, Chief Marketing Officer of Blue Healthcare Bank and Managing Director, Financial and Actuarial Services.

His many years in the finance and health insurance fields include positions at Allstate, MetLife and his own independent insurance brokerage and consulting firm. His diverse career includes extensive financial management experience as well as sales, marketing and operations management.
Terry was born and raised in the Chicago area and is a graduate of DePaul University.


Jonathan Godsall

Partner
McKinsey & Company

Jonathan is a Partner in McKinsey’s New York office focused on insurance, employee benefits and asset management

Jonathan is the co-leader of McKinsey’s Retirement practice in North America and serves firms on customer insights, strategy, operations, distribution, digital and data and analytics.

His selected client engagements include: Led McKinsey’s thinking on the future of employee benefits, including how client expectations are evolving; Completed three engagements in the past 18 months on asset management and life insurance strategy, including product, go to market distribution approach and capability building; Developed white paper on the importance of branding for the future of asset management and life insurance; Published white paper on the future of robo and remote advice in the asset management and life insurance sectors; Led 5+ engagements on functional capability building at asset management firms and life insurers; Supported leading asset manager with five-year marketing and sales strategy; Developed a marketing strategy for a leading asset manager; Design and implementation of a comprehensive data and analytics capabilities and maturity assessment across multiple North American life insurers; and Financial service and insurance consumer segmentation with focus on understanding evolving consumer needs in direct distribution and assessing digital opportunities.

Jon holds a MBA from INSEAD and a MSC in International Economics from the London School of Economics. Jon earned his Bachelor from Amherst College in History and Politics.


David John

Senior Strategic Policy Advisor
AARP Public Policy Institute

David C. John is a Senior Strategic Policy Advisor at the AARP Public Policy Institute focusing on pension and retirement savings issues. PPI is AARP’s internal think tank. John is also a Nonresident Senior Fellow in Economic Studies at the Brookings Institution working with the Retirement Security Project. RSP focuses on improving retirement savings in the United States, especially among moderate and low income workers. Prior to joining AARP, John was a Senior Research Fellow at The Heritage Foundation for 14 ½ years.

John has written and lectured extensively on reforming the nation’s retirement programs. He is a co-author of a proposal to include trial annuities as a default withdrawal choice in 401(k)-type plans. He is also the co-author along with J. Mark Iwry of the Automatic IRA, a small business retirement savings program that has been adopted by several states for firms that do not sponsor any other form of retirement savings or pension plan. In addition, John is the co-author of a number of papers including ones on national retirement savings plans in the United Kingdom and other countries, how to structure state-sponsored plans for small businesses, multi-state retirement savings programs, an automatic way to create retirement income from retirement savings, reforming the saver’s tax credit, and a number of other topics.


Pam Krueger

Founder of Wealthramp
Co-host of PBS MoneyTrack and Friends Talk Money

Pam Krueger is the creator of the award-winning MoneyTrack investor education television series seen nationally on over 250 PBS stations. She is the recipient of a 2010 and 2009 Gracie Award, educating the public about personal investing, and finding the right financial advice. Pam’s just teamed up with veteran financial journalists Terry Savage and Rich Eisenberg at PBS. Together, they’ve launched a brand new podcast series for consumers called, Friends Talk Money.

Pam’s also the founder of Wealthramp.com, an online solution to help plan sponsors connect their employees with qualified, vetted financial advisors who adhere to the highest fiduciary standard, and who do not sell funds or insurance. It’s purely holistic financial advice. Wealthramp uses an eHarmony style algorithm to match individuals to the best-fit advisors.

Pam has also served on the board of directors of the California Jump$tart Coalition, an organization dedicated to increasing financial literacy among children and teens. She received the Financial Educator of the Year Award from the Financial Literacy Institute.


David Levine

Principal
Groom Law Group

David N. Levine, of Groom Law Chartered, practices in the employee benefits and tax areas, with a primary focus on matters involving qualified retirement plans, non-qualified retirement plans, and tax-exempt retirement programs. Mr. Levine's areas of service include: the redesign of complex pension, defined contribution, and executive plans arising out of merger and acquisition activities; ongoing, day-to-day counseling of companies with respect to retirement and executive plan issues; in-depth compliance reviews of corporate qualified and non-qualified retirement plans; guidance on retirement plan issues relating to the Age Discrimination in Employment Act; design, implementation, and maintenance of governmental and tax-exempt organization retirement and welfare benefit programs; and representation of tax-exempt organizations with respect to issues involving corporate governance, executive compensation, and unrelated business income tax liability.

Mr. Levine is currently Chair of the Internal Revenue Service Advisory Committee on Tax Exempt and Governmental Entities; a member of the BNA Tax Management Compensation Planning Advisory Board, and serves as Chair of the Legislative Subcommittee, Employee Benefits Committee, Tax Section at the American Bar Association. He is listed in The Legal 500 directory for Employee Benefits Tax work and in the USA Chambers guide for Employee Benefits & Executive Compensation.

Mr. Levine received his J.D., from the University of Pennsylvania Law School and his B.A., with general and departmental honors, from Johns Hopkins University.


Neil Lloyd

Partner, Head of US DC & Financial Wellness Research
Mercer

Neil Lloyd was appointed Head US DC & Financial Wellness Research in late 2015. Neil is a Partner and prior to this role was a senior consultant in Mercer's investments business in the Vancouver office. Neil uses his actuarial, investment and international expertise to lead the research activities for US DC and Financial Wellness.

Neil is a member of Mercer’s DC Committee, DC Investment Committee and several of Mercer’s Strategic Research Teams, including the US Target Date Fund Strategic Research team. Neil is a regular speaker at national and regional industry forums. Neil participates in the industry, chairing PSCA’s Retirement Industry Advisory Committee, is a member of DCIIA’s Executive Committee chairing the Retirement Income Committee as well as participating in the Academic Forum Subcommittee. In addition, Neil is on EBRI’s Executive Committee as the Research Chair.

Neil obtained a Business Science degree from the University of Cape Town in 1987, before qualifying as a Fellow of the Faculty of Actuaries in 1990. He also became an Associate of the Society of Actuaries, a Fellow of the Conference of Consulting Actuaries and an Affiliate of the Canadian Institute of Actuaries. In addition, Neil qualified as a Certified Financial Planner in South Africa in 1994.


Lew Minsky

President and CEO
DCIIA

Lew Minsky is the President and Chief Executive Officer of the Defined Contribution Institutional Investment Association (DCIIA). Before helping launch DCIIA in 2010, Lew was the owner and managing member of Minsky Consulting through which he advised plan sponsors, service providers and fiduciary committees on governance, public policy and compliance issues. Earlier in his career, Lew served as the senior in-house counsel for a Fortune 200 company, where he had primary responsibility for governance and compliance issues relating to employee benefit plans and executive compensation arrangements. He has also worked as an attorney at major law firms and began his legal career working in the General Counsel’s office at the US Department of Commerce. Lew is a recognized thought leader on retirement plan issues and has provided expert testimony to the federal regulatory agencies as well as both the House Education and Labor Committee and the House Ways & Means Committee.

Lew received a bachelors degree in management (BSM) from Tulane University, a juris doctor (JD) from the University of Florida and a master of laws (LLM) with a certificate in employee benefits law from Georgetown University.


Ed Murphy

President and CEO
Empower Retirement

Ed Murphy is President and CEO of Empower Retirement, a U.S. subsidiary of Great-West Lifeco Inc. Ed provides leadership and strategic direction for the company’s operating units: Empower Retirement and Great-West Investments™. He also serves as a board member of Great-West Life & Annuity Insurance Company.

Ed brings 30 years of broad industry experience to his role. He was appointed as the inaugural President of Empower Retirement upon its creation in 2014 and has led the organization through a period of strong and sustained growth, positioning Empower as the go-to provider of retirement services for millions of Americans saving for retirement through workplace plans. A much sought-after thought leader as an advocate for the defined contribution system, Ed is regarded as a driving force for industry innovation and public policy reform.

Ed meets regularly with policymakers in Washington, D.C. and has testified before the House Ways and Means Committee, the Department of Labor, the Treasury Department and the IRS. He speaks and writes on topics ranging from retirement issues and public policy to investment advice and lifetime income strategies.

Before his appointment as President of Empower, Ed had served as Managing Director of the Defined Contribution and Investment Only business at Putnam Investments since 2009. He joined the firm’s operating committee in 2011.

Prior to Putnam, Ed held executive leadership roles for 17 years at Fidelity Investments in its institutional, private equity and retail businesses. He also served as President and CEO of Veritude, LLC and as a board member of BostonCoach, Advisor Technology Services, Seaport Hotel, World Trade Center and several other Fidelity-owned businesses. He spent the early portion of his career at Merrill Lynch.

Ed is a board member of the Employee Benefit Research Institute, Cristo Rey School, Boston College Wall Street Council, Jobs for the Future and the New England Council. He holds a bachelor’s degree from Boston College and is a graduate of the General Manager Program at Harvard Business School.


Shannon Nutter

Principal, Head of Participant Strategy and Development
Vanguard

Shannon Nutter heads Participant Strategy and Development for Vanguard's institutional business. In prior roles, she served as head of Institutional Marketing and head of Market Research and Voice of Client for all U.S. and international businesses. She has experience in both consumer and B2B markets, focused on strategic planning, marketing, product development, business consulting, and market research. Ms. Nutter earned a B.A. from Macalester College and an M.B.A. from Duke University’s Fuqua School of Business.


Kelly O'Donnell

Executive Vice President and Head of Workplace
Edelman Financial Engines

With over 20 years in the financial services industry, Kelly has played a critical role in leading our strategy and developing our institutional relationships with important employers, plan providers and consultants in order to provide high-quality advisory services to millions of Americans. As the EVP and Head of Workplace, Kelly leads the marketing, product and strategy initiatives that deliver our unique offering and client experience to more than 10 million plan participants. In her prior role as Chief Administrative Officer and Chief Risk Officer for Edelman Financial Engines, Kelly was responsible for setting our long-term vision and helping the company execute on our strategy through leadership of our Corporate Strategy and Development, Corporate Communications, Legal & Compliance, Human Resources, and Risk Management functions. Kelly joined Financial Engines in 2003 and, during her long tenure, has held several additional leadership roles, including Business Operations, Corporate Marketing, and Institutional Marketing.

Kelly is the founder and executive sponsor of the Edelman Financial Engines Women in Leadership program which helps develop women into leaders in the organization and the financial services industry. In addition, Kelly is an influential voice through her testimony on financial issues on Capitol Hill, an expert on the future of innovation at financial technology conferences, and as a media resource on the topic of women & investing.

Prior to joining Financial Engines, Kelly was Director of Consulting and an analyst for Cerulli Associates and a manager and associate at PriceWaterhouseCoopers.

Kelly received a bachelor's degree in Accountancy from the University of Missouri and was selected as a participant for Harvard Business School's Women in Leadership Executive Program.


Amy Ouellette

Director of Retirement Services
Betterment for Business

Amy Ouellette is the director of retirement services at Betterment for Business, the technology-led 401(k) branch of robo-advisor Betterment. In her current role, Amy uses her extensive background and technical expertise to help shape business strategy, product build and internal processes.

Prior to joining Betterment in 2015, Amy served as a principal of a national retirement services firm, managing a team of consultants. For over fifteen years, she has worked with plan sponsors on compliance issues, plan design and corrections under DOL and IRS programs.

Amy is a Certified Financial Planner™, certified by the CFP Board, a Qualified Pension Administrator, awarded by the American Society of Pension Professionals and Actuaries (ASPPA) and a Certified Plan Fiduciary Advisor, awarded by the National Association of Plan Advisors (NAPA). She is a member of the IRS Subcommittee of ASPPA’s Government Affairs Committee, and previously served on the Board of the ASPPA Benefits Council of Great Northwest. Amy earned her B.S. in Economics from the Wharton School of the University of Pennsylvania.


Doug Peterson

Chief Information Security Officer
Great-West Financial

Doug Peterson is Vice President of Information Systems for Great-West Financial®. In his role, Doug is responsible for cybersecurity strategy as well as architecture development and global cybersecurity. He has enterprise-level responsibility for all cyber/data/information security policies, standards, evaluations, roles and awareness for all utilized technologies, services, vendors and partners. Doug is also responsible for business continuity and disaster recovery planning, testing and execution.

Doug, who joined the organization in 2015, has 25 years of experience in the financial services industry. He has also served as Chief Security Officer for Nationstar Mortgage and Aurora Bank and has held various leadership roles at Lehman Brothers and Merrill Lynch. Prior to his corporate career, Doug served in the U.S. Army as an Intelligence Analyst in the 82nd Airborne Division and the 19th Special Forces Group.

Doug holds a bachelor’s degree in business administration with a minor in international business. He is a Certified Business Continuity Planner (CBCP) through DRI International, a Certified Information Security Systems Professional (CISSP) through the International Information Systems Security Certification Consortium (ISC)2 and an Information Security Systems Professional through Global Information Assurance Certification (GIAC).


Tim Rouse

Executive Director
SPARK Institute

Tim is the Executive Director of the SPARK Institute. The SPARK Institute is the Industry Association for the Defined Contribution Record Keepers. Its members administer the accounts of over 100 million American workers. As part of his current role Mr. Rouse testifies to government agencies on retirement related issues and was recently published in the Journal for Wharton’s Pension Research Council.

Mr. Rouse has over thirty-five years of experience in the financial services industry, mainly within retirement services divisions of large mutual fund companies. For the past thirty-two years Tim has worked with major plan sponsors in state and local governments, corporations, Taft-Hartley plans, nonprofit hospitals, colleges and universities. Over his career Tim has worked with Voya Financial, Fidelity Investments, ICMA Retirement Corporation and The Vanguard Group.

Tim is a former President of the National Association of Government Defined Contribution Administrators’ Industry Board and a graduate of Villanova University.


Ben Taylor

Senior Vice President
Callan

Ben Taylor is a senior vice president and defined contribution consultant in Callan's Fund Sponsor Consulting group. Based in the San Francisco office, Ben serves leads Callan’s non-profit DC consulting practice. Ben is a shareholder of the firm.

In his career, he has served as the consultant to the DC plans of 13 states, and many large cities and universities. He also taught economics at Harvard University, where he received an award for excellence in teaching. He is past president of NAGDCA's Industry Committee, and served on the NAGDCA Board. He serves as vice chairman of the SPARK Data Security Oversight Board, and has provided expert testimony to the ERISA Advisory Council. Ben has been published in the Oxford University Press and is one of the co-authors of The Disruptive Impact of FinTech on Retirement Systems.

Ben earned a BA from Reed College, a master's of international political economy and development from Fordham University, and a master's of public policy from Harvard University's Kennedy School of Government.


John van Moyland

Managing Director and Global Head of S&P Kensho Indices
S&P Dow Jones Indices

John van Moyland is Managing Director and Global Head of the S&P Kensho Indices at S&P Dow Jones Indices (S&P DJI), having formerly run the Financial Products division of Kensho Technologies, which was acquired by S&P Global in April 2018. He leads a team of quants and data scientists who leverage advanced analytics, machine learning, and NLP techniques to create truly differentiated custom baskets and indices, including the flagship S&P Kensho New Economy Indices.

Prior to his role at Kensho, John held senior technology, quantitative, and business transformation roles at a number of blue-chip financial institutions on both the buy and sell sides. As Head of Technology, Asia at Barclays Global Investors (subsequently Blackrock), he was responsible for all data and information technology activities supporting the USD 300 billion regional businesses. He also held a variety of senior roles at Morgan Stanley (New York & London), Fidelity International (London), and Mizuho International (London & Tokyo).

John read Law at the University of London and Information Technology at the American International University. He is also a keen rock climber and organic farmer when not contemplating the Fourth Industrial Revolution and ramifications thereof.


Deborah Winshel

Managing Director and Global Head of Social Impact
BlackRock

Deborah Winshel is a Managing Director and the Global Head of Social Impact at BlackRock, leading the firm’s initiatives to help more people build financial security and opportunity. Ms. Winshel joined BlackRock in 2015 as Global Head of Impact Investing and Philanthropy and launched the firm’s environmental and social investment strategy for retail and institutional clients.

Prior to joining BlackRock, Ms. Winshel was President and Chief Operating Officer of The Robin Hood Foundation, New York's largest poverty-fighting organization and a pioneer in applying a rigorous, quantitative framework to the measurement of social outcomes.

Ms. Winshel was previously the Executive Vice President, Chief Financial Officer and Chief Administrative Officer of the Metropolitan Museum of Art. Prior to working in the non-profit sector, she was a Managing Director in Investment Banking at JPMorgan.
She was selected in 2013 by Crain's New York Business as one of the "50 Most Powerful Women in New York" and honored in 2014 with the HBS Women's Association of Greater New York's "Women Who Inspire Us" award. In 2018, she was the recipient of the HBS Club of New York’s John C. Whitehead Social Enterprise Award.

Ms. Winshel was a founding board member of Immigrant Justice Corps, and is on the board of directors and head of the Governance Committee of The Shed, a new cultural arts center in Hudson Yards. Ms. Winshel holds an MBA from Harvard Business School and is a graduate of the University of Puget Sound. She lives in New York City with her husband and three sons.


Jerry Yen

CEO
Advice Analytics

Jerry Yen is the CEO of Advice Analytics, providing retirement plan analytics and compliance services to plan providers. Prior to founding Advice Analytics in 2019, Jerry led strategic partnerships for GuidedChoice, launching new digital retirement advisory services and driving 45% growth to $16 billion in assets and 27,000 plans. He has held executive strategic planning, sales, and marketing positions for more than 15 years, building diverse, high-performance teams at HP, Gateway, and startups that delivered global growth through an intense focus on client-centric objectives, data-driven insights, and a values-based mission. Jerry holds degrees from UCLA, Northwestern, and Stanford, and currently lives in San Diego with his family.