The 16th Annual Greenwich Associates Competitive Challenges Conference
October 16 - 17, 2019 | The Langham | Chicago

2018 Speakers

Keynote Speakers

Joe Craven

Managing Director, Global Public Policy Group
BlackRock

Joe Craven, Managing Director, is a member of the Global Public Policy Group, and is focused on U.S. retirement issues. Prior to his current role, he was Head of USWA iShares, responsible for leading the strategy and distribution of iShares exchange-traded products to the U.S. retail market, and Chief Operating Officer of US Wealth Advisory, where he was responsible for the strategy, product management, finance, and operating functions for the group.

Prior to joining BlackRock in 2011, Mr. Craven led American Century's North American Institutional business. He began his career as an attorney; served as Deputy Treasurer of the Massachusetts' Pension Investment Division, overseeing the MASTERs pension fund, and spent 9 years in the Institutional client business at Putnam Investments in various senior leadership roles, which included heading their large market defined contribution business.

Mr. Craven earned his AB degree in Economics from Brown University in 1980, and his J.D. from Fordham University Law School in 1983.

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Chris Willcox

Chief Executive Officer of Asset Management
J.P. Morgan Asset Management

Chris Willcox is the CEO of Asset Management. In this role, Chris is responsible for the overall Asset Management business, including portfolio management, distribution and infrastructure. He chairs the Asset Management Operating Committee.

Chris has more than 25 years of financial services experience. Prior to taking his current role in May 2014, he was the Head of Global Fixed Income & Liquidity for Asset Management. Chris joined Asset Management in 2012 following six years in J.P. Morgan's Corporate & Investment Bank, where he held a number of senior roles, including Head of Global Rates and Co-Head of Global Rates & FX.

Prior to joining J.P. Morgan, Chris spent more than 14 years at Citigroup, most recently as Head of the Global Rates and Currencies & Commodities business for Citigroup in Asia Pacific. Chris has also served on the Foreign Exchange Committees for the Federal Reserve and Monetary Authority of Singapore, the Joint Standing Committee for Foreign Exchange at the Bank of England, and the Supervisory Board of MTS. He is the former Chairman of Tradeweb, and is a former board member of the London Clearing House. He earned a B.Sc. in economics from University College London and an M.Sc. from the London School of Economics.

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Sapna Shah

EVP, Head of Corporate Responsibility
PIMCO

Ms. Shah is an executive vice president in the Newport Beach office and a member of PIMCO's executive office as the firm's head of corporate responsibility. In this capacity, she oversees PIMCO's global initiatives aimed at cultivating a diverse and inclusive workplace as well as PIMCO's corporate philanthropy platform. Ms. Shah is also a member of the core leadership team for PIMCO's global sustainability initiative.

She was previously a senior member of the U.S. corporate practice and has worked with many different institutional clients. Prior to joining PIMCO in 2007, she was with the equity research group of JPMorgan Asset Management as well as the finance department of SKS Microfinance. She has 16 years of investment experience and holds an MBA from the Wharton School of the University of Pennsylvania and an undergraduate degree from the University of Chicago.

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Gregory Ehret

Chief Executive Officer
PineBridge Investments

Mr. Ehret is Chief Executive Officer of the firm and an Executive Director of PineBridge Investments' Board. As an experienced executive with over 20 years in the industry, Mr. Ehret has a well-established track record of growing a global business across both developed and emerging markets.

Prior to joining the firm, Mr. Ehret was the President of State Street Global Advisors ("SSGA"), the investment management arm of State Street Corporation. He was also a member of SSGA's Executive Management Group and served on the Board of multiple operating entities and fund companies. A 20-year veteran of SSGA, Mr. Ehret served as Global Chief Operating Officer from 2012 to 2015. Prior to that role, he was Head of Europe, the Middle East and Africa (EMEA), having moved to London in January 2007 to assume the role of Head of Sales and Distribution in EMEA. Previously, he held a number of executive positions in operations, sales, and product development, including serving as co-head of SSGA's SPDR ETF business. Mr. Ehret holds a BA in Economics from Bates College and an MBA from Boston University.

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Panelists

Bev Hendry

Chairman - Americas
Aberdeen Standard Investments

Bev Hendry is Chairman of Americas. He is President and Chief Executive Officer of the Aberdeen Funds. He is also an active member of the Aberdeen Charitable Foundation Board which aims to provide a positive economic and social benefit in the communities in which Aberdeen employees live and work.

Bev joined Aberdeen Standard Investments as a result of the merger between Aberdeen Asset Management and Standard Life in August 2017. Bev has thirty years of experience in the asset management industry having joined Aberdeen at its headquarters in Scotland in 1987 where he set up Aberdeen's mutual fund business. Bev moved to the United States in 1995 to establish Aberdeen's business in the Americas based out of Fort Lauderdale where the firm's initial focus was Latin America. Following a series of acquisitions Aberdeen relocated its US headquarters to Philadelphia where Bev is now based.

Bev graduated with an MA in Economics from the University of Aberdeen. He is a member of the Institute of Chartered Accountants of Scotland (ICAS) and began his career with Deloitte.

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Adam Spector

Managing Partner
Brandywine Global Investment Management

As the Managing Partner of Brandywine Global Investment Management, LLC, Adam is responsible for the overall management of all of the firm's business areas, including Infrastructure, Legal and Compliance, Business Strategy, and Sales and Client Service.

He serves as the Chair of the firm's Global Management Committee and as a member of its Executive Board, and works with each of the firm's investment teams to make sure that they have the resources and personnel necessary to achieve client objectives. Before joining Brandywine Global in 1997, Adam was a director in the international investment management group for SEI Investments (1991-1997) and managing director for Ameritek Business Systems in Prague, Czechoslovakia (1990-1991). Adam earned an M.B.A. from the Wharton School of the University of Pennsylvania and a B.A. in Public Policy and Anthropology from Brown University, where he graduated magna cum laude and was elected to Phi Beta Kappa.

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Joseph Dowling

Chief Executive Officer
Brown University

Prior to his appointment as chief executive officer, Joseph Dowling III served as chief investment officer at Brown University since June 2013, a role in which he managed the University's $3.7 billion endowment and its 21-member investment office.

Before joining Brown, he was the founder and chief executive officer of Narragansett Asset Management, where he managed funds for institutions, pension funds and endowments. An accomplished investor with experience in public and private equity, real estate, commodities and currencies, Dowling has also worked for First Boston, Tudor Investments and Oracle Partners, and he currently serves on the advisory board for Harbor Funds and on the board of directors for Integrated Electrical Services. He has a bachelor's degree and a master's in business administration from Harvard University. Born and raised in Providence, Dowling was introduced to the Brown community early in life. His father, Joseph Dowling Jr., graduated from Brown in 1947, taught medicine at the University and served as a Corporation trustee.

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Warren Stoddart

Co-Chief Executive Officer
Connor, Clark & Lunn Financial Group

Warren is Co-CEO of Connor, Clark & Lunn Financial Group Ltd. His prior career experience includes the position of Vice President Trilon Financial Corporation where he was involved in the firm's merchant banking activities in the power generation sector. Prior to that, Warren worked in fixed income trading and sales at Merrill Lynch Canada. Warren received his B.A. from Trinity College, University of Toronto.

Jo Ann Quinif

Managing Director and Head of Institutional Sales
Diamond Hill Capital Management

Jo Ann serves as Managing Director and Head of Institutional Sales for Diamond Hill Capital Management, Inc. She joined Diamond Hill in 2017. From 2008 to 2017, Jo Ann was Vice President, Director of Sales & Marketing with Weitz Investment Management, Inc. Jo Ann was with Ariel Capital Management from 2005 to 2008 as Vice President – Strategic Account Management and from 2003 to 2005 as Director of Advisory Services. From 2002 to 2003, Jo Ann was Director of Marketing at CinFin Capital Management. From 2001 to 2002, Jo Ann was a Financial Analyst at Kendle International. From 1999 to 2001, Jo Ann was a Commercial Insurance Underwriter at Cincinnati Financial Corp.

Jo Ann has a Bachelor of Science in Business Administration from The Ohio State University and a Master of Business Administration from Xavier University. She also holds the Series 6, 24, and 66 FINRA securities licenses.

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Judy Marlinski

President
Fidelity Institutional Asset Management

Judy Marlinski is president of Fidelity Institutional Asset Management® and brings more than 30 years of investment experience to the role.

Fidelity Institutional Asset Management® is Fidelity's distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. It has $659 billion in assets under administration and more than 500 institutional and 50,000 financial advisor clients,1 and serves some of the largest institutional investors in the world.

Previously, Ms. Marlinski was head of Investment Product Solutions and Innovation, with responsibility for product strategy, development, management, and advocacy for Fidelity's investment lineup. From 2011 to 2016, Ms. Marlinski was president of Fidelity International Japan, which had nearly $60 billion of assets under management. Ms. Marlinski's overseas career at Fidelity International began in 2003 when she moved to Japan for the role of chief operating officer, Investment Management. In 2006, she became head of Product Management, where she led Fidelity to become the largest foreign retail asset manager in Japan. Ms. Marlinski joined Fidelity in 1986.

Ms. Marlinski received a bachelor of science degree in business management and marketing from Cornell University, and earned her M.B.A. with honors from Boston University. She was a member of the Management Investor Forum of Japan's Ministry of Economy, Trade and Industry; the U.S.-Japan Council Business Advisory Board; and the President's Council of Cornell Women. Ms. Marlinski was named one of the “25 Most Influential Women in Asset Management” by Asian Investor magazine in 2014.

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J. Mark Hancock

Partner
First Pacific Advisors

Mark joined FPA in 2010. He is responsible for the overall coordination and management of the firm's client services and business development initiatives. From 2002 until 2010, Mark, along with two partners, was responsible for the management and growth of Tiedemann Wealth Management.

Previously he was with Richemont International, a multinational holding company controlled by the Rupert family. From 1994 until 1998 Mark worked for the Stephens family in Arkansas, as part of the team that oversaw the family's wealth management process. He earned a Bachelor of Business Science degree from the University of Cape Town and an MBA from NEOS International Business School (summa cum laude), Italy.

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John Galateria

Head of North America - Institutional
Invesco

John Galateria is the Head of North America Institutional. In this role, he oversees business development efforts across all institutional channels and segments, including Defined Benefit, Defined Contribution and Consultant Relations.

Prior to joining Invesco in 2016, Mr. Galateria spent nearly six years in leadership positions at JP Morgan Asset Management. The most recent role he held was head of the North American institutional business, responsible for direct sales, relationship management, consultant relations and marketing strategy for the company's defined benefit and defined contribution institutional business. During his tenure at JP Morgan, he also was the head of JP Morgan's defined contribution investment solutions business, responsible for all defined contribution investment-only distribution across direct, intermediary and platform channels. Before joining JP Morgan, he served as the head of sales for the retirement plan services division at T. Rowe Price Associates. At T. Rowe Price, he spent 18 years in business development in the defined contribution arena.

Mr. Galateria earned a BA degree from the University of Richmond. He holds the Series 6, 7, 26 and 63 registrations.

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Michael Cantara

Senior Managing Director, Global Client Group
MFS Investment Management

Michael T. Cantara, CFA, is a senior managing director of the Global Client Group with MFS Investment Management® (MFS®). In this role, he leads and has management oversight of MFS' Global Relationship Management team. He currently serves as the co-chair of the MFS Sustainability Group and is a member of the MFS President's Council and the Global Distribution Management team.

Prior roles at MFS include institutional equity portfolio manager of the firm's global and international equity portfolios and product manager. Mike is a member of the MFS Responsible Investing Committee and has previously served as a member of the MFS Equity Management Committee and as co-chair of the Responsible Investing Committee. Prior to joining the firm, he spent ten years at Fidelity Management Trust Company as an international portfolio analyst, a director of stable value investments, and a product manager. Mike joined MFS in 2000 and was named to his current position in 2013.

Mike earned his bachelor's degree from Colby College and his master's degree from the Fletcher School of Law and Diplomacy at Tufts University. He has earned the right to use the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Boston Security Analysts Society.

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Farzad Jalil

Sr. Manager Corporate and Pension Finance
NCR Corporation

Farzad Jalil, CFA, is the Sr. Manager Corporate and Pension Finance for NCR's US and International Savings Plans, which includes both defined benefit and defined contribution plans. Prior to his arrival at NCR, Farzad was the Manager of Trust Investments for National Fuel Gas Company's defined benefit plans. Farzad received a BA in Applied Mathematics and MBA in Finance from the University at Buffalo. He holds the Chartered Financial Analyst (CFA) designation and is a member of the Atlanta Society of Finance and Investment Professionals.

Rob Joseph

Managing Director & Global Head of Consultant Relations
Northern Trust Asset Management

Rob Joseph, Managing Director and Global Head of Consultant Relations of Northern Trust Asset Management, leads U.S.-based relations with institutional consultants and collaboration with partners in Europe, the Middle East and Asia-Pacific to coordinate outreach across regions.

A 26-year veteran of the institutional asset management business, Rob recently returned to Northern Trust, where he had worked in sales and investment product roles earlier in his career. Most recently, he was Managing Director of investor and consultant relations at Evanston Capital Management for the past seven years. Rob also held senior sales and product management roles at the former Allegiant Asset Management, and began his career as a consultant and researcher at Ennis Knupp & Associates. Rob earned a Bachelor of Science from University of Illinois, Chicago and an M.B.A. from DePaul University's Kellstadt Graduate School of Business.

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Dan Kutliroff

SVP, Head of OCIO Sales and Business Strategy
Northern Trust Asset Management

Dan Kutliroff is a Senior Vice President, Head of OCIO Sales and Business Strategy in Northern Trust's Multi-Manager Solutions practice. In this capacity, Dan works with a wide range of corporations in helping them to find the best solutions to manage their retirement assets. He assists clients in helping them achieve their investment goals, manage pension risk, and enhance their governance process. He does this through the development, implementation, monitoring and evaluation of their investment programs.

Previously, Dan was Director of Investments for Mercer in the Midwest region where he helped corporations and institutions implement solutions to manage their investment programs.

Prior to those roles, Dan spent 17 years as an actuary advising corporations on the design, funding, and financing of their corporate defined benefit, defined contribution, and retiree medical plans. A particular focus of Dan's was providing his clients with a holistic view of the risk management of their retirement programs by taking a combined view of both the assets and the liabilities and the impact to the corporate balance sheet.

Dan became an Associate of the Society of Actuaries in 2006 and an Enrolled Actuary in 2003. He holds a B.A. in applied mathematics from Queens College of the City University of New York. Dan also holds the following National Association of Securities Dealers (NASD) licenses: Investment Company Representative (Series 7) and Uniform Securities Agent State law Exam (Series 63).

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Candice Stack

MD, Head, Institutional Client Management US
PIMCO

Ms. Stack is a managing director in the Newport Beach office and leads the U.S. Institutional client management team. In her previous roles at PIMCO, she managed the U.S. corporate team and the endowment and foundation team. She has worked with a diverse set of institutional clients since joining PIMCO and also serves as a board member of The PIMCO Foundation.

Prior to joining PIMCO in 2006, Ms. Stack was at Goldman Sachs. She has 16 years of investment experience and holds an MBA from Harvard Business School. She received her undergraduate degree in economics from Duke University.

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Damon Williams

Chief Executive Officer
RBC Global Asset Management

Damon is CEO of RBC Global Asset Management (RBC GAM), the asset management division of Royal Bank of Canada (RBC). He is also a member of the firm's Executive Committee. RBC GAM invests over $395 billion for individuals and institutions, primarily from offices in Canada, the United States, the United Kingdom, and Hong Kong. Damon is also the CEO and Ultimate Designated Person of RBC GAM in Canada (RBC Global Asset Management Inc.) and sits on that firm's Board of Directors.

Damon joined Phillips, Hager & North Investment Management (PH&N IM) in 2005 as an institutional portfolio manager specialized in fixed income and became part of RBC GAM when the firm was acquired by RBC in 2008. Damon served as head of the institutional business globally and as President of PH&N IM (the institutional asset management business in Canada), before becoming CEO of the global and Canadian businesses in 2015. His previous experience includes leading the global and Canadian investment consulting practices at a large multinational insurance, risk management, and human capital consulting firm.

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Charlie Shaffer

Managing Director, Head of Distribution
Voya Investment Management

Charles M. Shaffer is a managing director and head of distribution for Voya Investment Management. In this role, he is responsible for distribution of Voya's investment solutions to institutions, including insurance companies, pensions, endowments and foundations, as well as to intermediaries, including DCIO and sub-advisory markets. He leads sales and relationship management, business development, consultant relations, client service, RFP production and database management.

In addition to his role as Head of Distribution, Charlie is a member of Voya Investment Management's Management Committee as well the Voya Financial Enterprise Leadership Team. Prior to joining Voya, he was the global head of distribution at Credit Suisse Asset Management, a global asset manager with over $380bn AUM. At CSAM, Charlie was a member of the Management Committee and was responsible for the global institutional and intermediary distribution platforms, consultant relations coverage, client service and global marketing.

Before his move into asset management, Charlie ran the global transition management team at Credit Suisse. He previously held similar roles managing transition, equity derivatives and program trading distribution platforms at Merrill Lynch, Deutsche Bank and Morgan Stanley. Charlie began his career as a securities attorney.

He holds a joint JD and MA from Duke University and is a graduate of Princeton University where he earned a Woodrow Wilson School Award while pursuing his BA degree in English.

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Lawrence Goldsmith

Vice President, Pension and Investments
The Walt Disney Company

Mr. Goldsmith's investment career spans 29 years of progressively responsible institutional investment experience managing assets for some of the world's most sophisticated corporate pension, endowment, foundation and high net worth clientele.

His record of accomplishments encompasses managing public markets portfolios that have historically outperformed benchmarks and most peers, implementing innovative performance-based fee and revenue-sharing arrangements, stewarding multi-billion dollar diversified asset pools in a fiduciarily-responsible and profitable fashion, and the mentoring of skilled investment professionals that have gone on to steward large investment sums for other prestigious firms.

An example of Mr. Goldsmith's past accomplishments includes being a former partner and portfolio manager of global equities and fixed income assets at management start-up Perella Weinberg Partners where his performance substantially exceeded that of both his benchmarks and most peers during the 2007-2009 market environment. Prior to that, he was Managing Director of Public Markets Investments at the University of Texas Investment Management Company (UTIMCO), where he was responsible for overseeing and managing over $12 billion of investments across global equity, fixed income, REITS, commodities and derivatives for the organization's endowment and operating funds. Preceding UTIMCO, he was Managing Director of Equities at Commonfund, Director of Trust Investments at Fluor Corporation, Manager of Alternative Investments at the J. Paul Getty Trust, and Manager of Investments at Toyota's U.S. Headquarters.

Since February, 2012, he has been Vice President, Pension and Investments for The Walt Disney Company where he is responsible for the management of their +$19B Defined Benefit and Contribution Plans.

Mr. Goldsmith holds both M.B.A and B.S. degrees from the University of Pennsylvania's Wharton School of Business where he was the teaching assistant of Jeremy Siegel and completed his entire undergraduate major within the graduate school's curriculum. He was the recipient of the 2015 Institutional Investor Corporate Roundtable Thought Leadership award and was recently named one of the top 30 CIOs by Trusted Insight.

In his free time he enjoys moments composing, performing and recording music with his two girls.

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Goran Hagegard

Head of Outsourced CIO Relationships
Western Asset Management Company

Goran S. Hagegard is Head of Outsourced CIO Client Relationships, working with leading providers of fiduciary solutions in support of their clients. He has been with Western Asset since 2014 and has 23 years of industry experience. Before joining the firm, Mr. Hagegard was a Managing Director at Greenwich Associates, where he was also a Trustee of the Pension and Profit Sharing Plan. Prior to this, he was a Principal at Booz Allen Hamilton.

Mr. Hagegard holds an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. He earned his Master of Science degree in Industrial Engineering and Management from Linkoping Institute of Technology in Sweden. He holds the Chartered Financial analyst designation.

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Mark Brubaker

Managing Director
Wilshire Associates

Mark Brubaker is the Head of Wilshire's OCIO Solutions Group. Mr. Brubaker is also a member of the Wilshire Board of Directors, the Wilshire Consulting Investment Committee and the Wilshire Manager Research Oversight Committee. He joined Wilshire in 1997, originally serving as an investment consultant to large corporate, endowment and public fund clients.

Prior to joining Wilshire, he worked at Westinghouse Electric Corporation, where he was responsible for over $9 billion in defined benefit, defined contribution and foundation assets. He also worked in the Investment Management and Trust Division of PNC Financial. He earned a BA in economics from Yale University and an MBA from Carnegie Mellon University. Mr. Brubaker holds a Chartered Financial Analyst designation and is active in the CFA Society of Pittsburgh.

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