Below please find an alphabetical list of speakers for the Advisor Institute Forum. Many thanks to these experts for sharing their time and insights with us. For more information please contact info@dciia.org.
Chris Anast
Views From the Institutional Market (Moderator)
Retirement Strategist, Capital Group
Fred Barstein
Fast and Furious Session: RPA Roundtables & Think Tanks
Founder and CEO, TRAU
Andrew Boyles
The Role of Diversity in the Future of Plan Design
Head of B2B Client Experience, Retirement Plan Services, T. Rowe Price
Karen Casillas
Future of Asset Management (Moderator)
Vice President, Financial Advisor, CAPTRUST
Kristen Colvin
Future of Asset Management
Managing Director, MFS Investment Management
Nancy DeRusso
Advice as a Service
Managing Director, Head of Financial Planning, Financial Wellness & SurvivorSupport®, Goldman Sachs Ayco
Anand Dharan
Future of Asset Management
Managing Director, Wellington Management
David Geloran
Fast and Furious Session: Things You Need to Know for Pension Plans
Senior Consultant, BCG Pension Risk Consultants
Elizabeth Heffernan
Retirement Income (Moderator)
Head of Partnerships and Consulting Strategy, Micruity
Kelly Hahn
The Role of Diversity in the Future of Plan Design
Head of Retirement Research, Vanguard
Pam Hess
The Role of Diversity in the Future of Plan Design (Moderator)
Executive Director, DCIIA Retirement Research Center
Bob Holcomb
Featured Speaker
Vice President of Legislative and Regulatory Affairs, Empower
Joshua Hsu
Advice as a Service (Moderator)
Associate Partner, McKinsey & Company
Todd Jablonski
Market Perspectives & Investment Outlook
Global Head of Multi-Asset and Quant Strategies, Principal Asset Management
John Jurik
Reactions From Advisors
National Practice Leader, Gallagher
Chris Karam
Reactions From Advisors
Chief Investment Officer, Finspire
Sarah Keibler
Reactions From Advisors
Retirement Plan Professional, Alliant Retirement Consulting
Anne Lester
Fast and Furious Session: The Confidence Gap: How to Help Your Participants Live Their Best Financial LIfe
Education Fellow, Partners Group
David Levine
ERISA Jeopardy
Principal, Groom Law Group
Eric Levy
Hear From Recordkeeping Executives
Executive Vice President, Retirement Services, Corebridge Financial
Tom Loch
DC AI Primer - Harnessing Automation
President and Chief Executive Officer, Loch Tech Inc.
Ellen Martel
Views From the Institutional Market
Principal, CAPTRUST
Jamie McAllister
Views From the Institutional Market
Senior Vice President, Defined Contribution Practice, Callan
Brendan McCarthy
Retirement Income
Managing Director, Global Head of ETF Distribution & Capital Markets, Nuveen
Michael Miller
Retirement Income
Head of DC Solutions, PGIM
Lew Minsky
Impact of Converging Markets (Moderator)
President and Chief Executive Officer, Defined Contribution Institutional Investment Association
Ed Murphy
Impact of Converging Markets
President and Chief Executive Officer, Empower
David Musto
Hear From Recordkeeping Executives
President and Chief Executive Officer, Ascensus
Karen Neeley
Retirement Income
Vice President, Head of Institutional Retirement Solutions Group, Pacific Life
Mikaylee O'Connor
Views from the Institutional Market
Principal, Head of DC Solutions, NEPC
Jim O'Shaughnessy
Opening and Closing Remarks
President, Retirement and Private Wealth, HUB Retirement and Wealth Management
Alex Ortolani
Reactions from Advisors
Editor, PLANADVISER Digital
Wayne Park
Hear From Recordkeeper Executives
Chief Executive Officer, John Hancock Retirement
Nikki Pirrello
Hear From Recordkeeper Executives (Moderator)
President and Publisher, Pensions & Investments
Barbara Reinhart
Future of Asset Management
Voya
Fred Reish
ERISA Jeopardy
Partner/Chair, Financial Services ERISA Team, Faegre Drinker Biddle & Reath
Matt Soifer
Future of Asset Management
Head of Institutional Distribution, Allspring
Ben Thomason
Fast and Furious Session: The Shifting Retirement Risks Landscape
Head of Defined Contribution Workplace Solutions, Allianz Life
Jack VanDerhei
The Role of Diversity in the Future of Plan Design
Director for Retirement Studies, Morningstar Center for Retirement and Policy Studies
Chris Weirath
Advice as a Service
Senior Vice President, Head of Business Development and Client Success, Morningstar
Jessica Wilson
AI – The Next Phase in Personalization: Harnessing the Power of AI
Vice President, Strategic Growth Director, Franklin Templeton
Jimmy Zhao
Impact of Converging Markets
Partner, McKinsey & Company
