The 18th Annual Competitive Challenges Conference
September 29 & 30, 2021 |  Virtual Format

2020 Speakers

Keynote Speakers

Seth Bernstein

President and Chief Executive Officer
AllianceBernstein (AB)

Seth P. Bernstein was appointed President and Chief Executive Officer of AllianceBernstein (AB) in 2017. In 2018, he was appointed Senior Executive Vice President of AXA Equitable Holdings.

Prior to his appointment at AB, Bernstein had a distinguished 32-1year career at JPMorgan Chase, most recently as managing director and global head of Managed Solutions & Strategy at J.P. Morgan Asset Management. In this role, he was responsible for the management of all discretionary assets within the Private Banking client segment.

Among other roles, Bernstein served as managing director and global head of Fixed Income & Currency for 10 years, concluding in 2012. Prior to that, he held the position of chief financial officer at JPMorgan Chase’s Investment Management and Private Banking division. Bernstein holds a BA in political science and economics from Haverford College, and is a member of the Board of Managers of Haverford College. Location: New York

Read More +


Laura Beckner

VP, Director of US Consultant Relations
Loomis, Sayles & Company

Laura Beckner is a vice president and the director of consultant relations at Loomis, Sayles & Company. Based in the firm's Boston office, she is responsible for overseeing the consultant relations effort in the US and maintains primary responsibility for several institutional firms.

Laura began her investment industry career in 1997 at Devon Associates, an institutional consulting firm. She later transitioned to consultant relations, joining Phoenix Investment Partners, and then Safeco Asset Management. Laura joined Loomis Sayles in 2001. She earned a BA with honors from the State University of New York at Potsdam and an MA with honors from the University of Virginia. Laura holds FINRA licenses 3,7 and 63.

Read More +

David Chellew

Global Head of Marketing
Insight Investment

David has been Head of Marketing at Insight Investment for over seven years, building a global marketing function specialising in investment content, digital marketing and events, institutional pipeline management and corporate communications at a time when Insight has cemented its credentials as a market leader.

Prior to Insight, David spent eight years at HSBC Global Asset Management where he was Global Head of Client Propositions, with responsibility for retail, wholesale and institutional investment marketing with a team of 120 based in 12 countries. Prior to this, David held Senior Product Manager and Head of Investment Communications roles at top tier European and US investment managers, having started his career in the industry in 1994 as a graduate at Skandia/Old Mutual.

He has a BA (Hons) degree in Financial Services and holds the Investment Management Certificate from the CFA Society of the UK.

Read More +

Josh Chisari

Head of the North America Consultant Sales and Global Delegated Partnerships
J.P. Morgan Asset Management

Joshua Chisari, managing director, is Head of the North America Consultant Sales and Global Delegated Partnerships. An employee since 2011, Josh was previously the Head of the Global Delegated Partnerships team; prior to that was a Consultant Advisor on the North America Consultant Sales Team focusing on investment management consultants specializing in alternative investments; prior to that was the head of the Investment Specialist team for the US Behavioral Finance platform.

Josh joined J.P. Morgan from UBS Global Asset Management, where he was head of Client Portfolio Management for UBS’s Global Growth Equity platform. Prior to UBS, Josh was a Senior Product Specialist for J&W Seligman and prior to that he was a sell side analyst, covering Closed End Equity Funds for Morgan Stanley. Josh obtained a B.S. in Business Administration from Concordia College. He holds the Series 3, 7 and 63 licenses.

Read More +

Graeme Conway

MAM Chief Commercial Officer, Senior Managing Director (MIRA)
Macquarie Asset Management Group

Graeme is the Global Chief Commercial Officer (“CCO”) for the Macquarie Asset Management Group (“MAM”). As CCO, Graeme is focused on corporate acquisitions, new product development and business strategy for MAM. Graeme also has an active role in MAM’s infrastructure business and is an investment committee member for numerous MIRA funds including MIRA’s flagship America’s fund series Macquarie Infrastructure Partners.

Graeme has 23 years’ experience in infrastructure and asset management. He has worked in markets around the world including Australia, Europe and North America and across the infrastructure industry in advisory, project finance, structured finance and infrastructure funds management. Graeme began his career with the Macquarie Group in 1997. In 2001, he moved to the UK, where he worked on the establishment of MIRA’s first European infrastructure fund, MEIF1. He subsequently established Macquarie Capital Advisory’s European Utilities and Energy team and thereafter became Head of Macquarie Capital Europe. Graeme moved to MIRA’s New York offices in 2012. He led MIRA in the Americas until 2019 at which point he took the role of CCO across the broader Macquarie Asset Management business. Through his career Graeme has led numerous transactions across the water, energy, storage and renewable energy sectors. He serves as an investment committee member across several MIRA fund series and continues to be actively involved in the evaluation and execution of transaction opportunities.

Graeme has a Bachelor of Engineering (first class honors) and a Bachelor of Commerce in Finance and Management from the University of Western Australia.

Read More +

Doug Greenstein

Head of Institutional Business Development
T. Rowe Price

Doug Greenstein is the head of Institutional Business Development for the Americas division of T. Rowe Price, the organization responsible for the firm's institutional business in North America. He is a vice president of T. Rowe Price Group, Inc., T. Rowe Price Associates, Inc., and T. Rowe Price Investment Services, Inc.

Doug’s investment experience began in 1988, and he has been with T. Rowe Price since 1994, beginning in Retirement Plan Services. Prior to this, Doug was employed by Aetna, Inc., in the Financial Services division working with Defined Benefit and Defined Contribution Plans.

Doug earned a B.S. in business from Miami University in Oxford, Ohio, and an M.B.A. in finance from Johns Hopkins University. He also has earned the Chartered Financial Analyst® designation. He is a Series 3, 6, 7, 24, 63, and 65 registered representative and a member of The Baltimore Society of Security Analysts.

Doug is a longtime Advisory Board member of Bridges Baltimore, a nonprofit program committed to the long-term success of Baltimore City youth and to life-changing opportunities for independent school students. The long-tenured program currently works with hundreds of Baltimore City’s elementary-aged youth through early adulthood and also engages with a couple hundred independent high school student volunteers per year.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Read More +

Martin Jarzebowski

Director of ESG and Responsible Investing
Federated Hermes

Martin is the Director of Responsible Investing, leading ESG integration and active engagement across $630 billion in Federated Hermes assets under management. He is a permanent member of Federated Hermes’ Proxy Voting Committee and Risk Management Committee and is a former Equity Portfolio Manager.

Martin is an Adjunct Professor of Sustainable Finance at the University of Rochester, a member of the Harvard Law School Corporate Governance Roundtable and serves as an advisory member on the Sustainability Accounting Standards Board (SASB). He graduated from Cornell University magna cum laude with a BS in applied economics, earned a MS in law & accounting from the London School of Economics (LSE) and completed a post-grad in advanced risk management from the Yale School of Management.

Read More +

Julian Lyne

Chief Commercial Officer
Newton Investments

Julian is a member of Newton’s executive management committee with responsibility for all aspects of global distribution, client relationship management and marketing. He joined Newton in 2014 to lead the global consultant relations and UK institutional business development team.

Prior to joining Newton, Julian was head of institutional business at F&C. Throughout his career he has held various roles covering client and consultant relations across both DC and DB arrangements.

Julian has a BSc (Hons) in Psychology from City University, London. Outside of work, Julian ‘enjoys’ watching Arsenal, the Jets and Mets and is a keen member of the Peloton family. He is passionate about music of all sorts.

Read More +

Colin Meadows

Senior Managing Director, Head of Invesco Digital Ventures

Colin Meadows is Senior Managing Director and Head of Invesco Digital Ventures. In this role, he oversees Invesco’s digital wealth and venture and emerging manager investing businesses. Mr. Meadows also has leadership responsibility for the firm’s M&A strategy.

Mr. Meadows joined Invesco in 2006. Prior to his current role, he was responsible for Invesco’s Global Institutional and Private Markets platforms, Global Services (including security, technology and operations), and Jemstep. He also directed the firm’s Corporate Development strategy. Before joining the firm, he worked at GE Consumer Finance, where he was senior vice president of business development and mergers and acquisitions. Before that, he served as a senior vice president of strategic planning and technology at Wells Fargo Bank. From 1996 to 2003, Mr. Meadows was an associate principal with McKinsey & Company, focusing on the financial services and venture capital industries, with an emphasis in the banking and asset management sectors.

Mr. Meadows earned a BA degree in economics and English literature from Andrews University and a Juris Doctor from Harvard Law School.

Read More +

Roger Miners

Global CMO
BNP Paribas Asset Management

Roger is Global Chief Marketing Officer for BNP Paribas Asset Management and CEO of our UK entity. In these roles, he is responsible for directing and developing the company’s marketing strategy globally, whilst also leading the operational management of our UK business. He joined our firm in 2017 and is based in London.

Roger Miners most recently held the position of Chief Marketing Officer at Allianz Global Investors, where he spent 15 years in Sales and Marketing leadership roles. Prior to this, Roger was CEO UK and Global Head of Sales and Marketing at RCM, after heading its team of Product specialists. Financial News nominated Roger as Business Developer of the Year in 2014 and named him Top 40 under 40 Rising stars in asset management in both 2012 and 2013.

Roger graduated with 1st class BSc in Business Management studies 1998, is alumni of London Business School, Investment Management course 2003 and holds an Executive Programme from Harvard Business School 2009.

Read More +

Kathryn Sayko

Chief Inclusion & Diversity Officer

Kathy Sayko leads PGIM’s inclusion and diversity efforts. She and her team develop strategic inclusion initiatives, collaborate with PGIM’s CEOs and Human Resource Leads on recruiting and retention efforts, work with internal and external advocacy and affinity organizations, and partner with leaders in the investment industry to accelerate an inclusive culture and diverse talent pool in the industry. Before assuming this role, she served as a Managing Director on the Prudential Financial, Inc.'s (PFI) Client Management team, where she maintained relationships with Senior Executives at PFI’s largest clients and financial partners. Kathy established a pension de-risking dialogue with large corporate prospects, and managed PFI’s enterprise-wide objectives with some of our largest financial partners.

Prior to joining PFI in 2011, Kathy was with J.P. Morgan Chase for 17 years, most recently in their Diversified Investment Banking Coverage group. Here she delivered banking services to clients and was focused on strategic and capital-raising advice, including M&A, capital structure, shareholder and rating agency management, equities, convertibles, bonds, and loans. Prior to that, Kathy held leadership roles in J.P.’s Debt Capital Markets, Acquisition Finance, and Loan Capital Markets businesses.

Kathy holds an MBA in Finance from New York University, Stern School of Business, and a BBA in Computer Science from James Madison University.

She holds FINRA Series 7, 24, and 63 licenses.

Read More +

Candice Stack

Head of Client Management, Americas

Ms. Stack is a managing director in the Newport Beach office and head of PIMCO's client management group across the Americas. She is also a member of the firm’s Executive Committee. In her previous roles at PIMCO, she managed the U.S. institutional client management team, 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 and vice president of The PIMCO Foundation and as a board member for the nonprofit organization Girls Who Invest, focused on increasing gender diversity in the investment management industry. Prior to joining PIMCO in 2006, Ms. Stack was at Goldman Sachs. She has 18 years of investment experience and holds an MBA from Harvard Business School. She received her undergraduate degree in economics from Duke University.

Read More +

Kim Wood

Senior Vice President, Institutional Sales
Capital Group | American Funds

Kim Wood is head of distribution and client relations for Capital Group’s institutional retirement business. She has 17 years of industry experience and has been with Capital Group for one year. Prior to joining Capital, Kim was president and chief executive officer of Kennedy Capital Management, an investment management firm in St. Louis, Missouri.

Before that, she helped build Mercer’s Outsourced CIO business and led their Endowment and Foundation practice. Additionally, Kim led Ford Motor Company’s pension asset management team for a number of years. She holds an MBA in finance from the University of Illinois and a bachelor's degree in business from Truman State University in Missouri. Kim is based in Los Angeles.

Read More +