The 22nd Annual Competitive Challenges Conference
October 16-17, 2025   |  The Four Seasons   |   Boston

Woody E. Bradford, CFA, is the Chief Executive Officer & General Manager of Generali Investments, as well as the Chief Executive Officer and Chair of the Board of Conning. Prior to joining Conning in 2010, Mr. Bradford was an Operating Partner with Advent International, a global private equity firm.

Previously, he spent 12 years at Putnam Investments where he had multiple roles, including Head of Corporate Development and Chief Operating Officer of Global Distribution. Mr. Bradford is a graduate of Worcester Polytechnic Institute and of the Harvard Business School, where he graduated as a Baker Scholar.

Mr. Bradford oversees and serves on a number of Boards as part of his operating responsibilities, including but not limited to Generali Investments Holding, Conning Holdings Limited (“CHL”), Octagon Credit Investors, Global Evolution Asset Management A/S and a number of other affiliated and related entities. Mr. Bradford is a member of the Board of Trustees at Worcester Polytechnic Institute (WPI) and currently serves as Chair of the Investment Committee; he previously served as vice chair of WPI's board. He also participates on The Greater Boston Food Bank Emeriti Board, where he has served as Chair of the Board. He previously served on the Connecticut Insurance and Financial Services (IFS) Board as well as on the Supervisory Board of Quoniam Asset Management GmbH.

Donald is a managing director and CEO of RBC Global Asset Management (US) Inc. (RBC GAM-US). In this role, he heads RBC GAM's U.S. business with accountability and oversight of all institutional businesses and teams, as well as service and distribution of all investment solutions to U.S.-based clients.

Donald is also a member of the RBC GAM Leadership Committee and serves on the Board of Directors of RBC GAM-US, as well as the Business Executive Committee for Royal Bank of Canada's overall U.S. businesses. Prior to taking on this role, he was the head of U.S. Distribution responsible for oversight over all Institutional client and sales efforts in the U.S. Donald is registered as an Associated Person and Branch Manager with the National Futures Association. Prior to joining the organization in 2014, he was responsible for developing and managing relationships for a major asset management firm's Institutional Client Business group, where he assisted investors with portfolio allocations across traditional and alternative asset classes. Donald began his career in the financial industry in 2005. Donald holds a Bachelor of Arts in Economics, Business, and Mathematics from Gordon College. He is also a CFA® and CAIA® charterholder and holds FINRA Series 3, 30, 7 and 63 licenses.

Oggie is chief executive officer of Breckinridge Capital Advisors, a Boston-based investment manager with over $52 billion in assets under management. He oversees investment management and product development at Breckinridge and serves as a member of the Executive Committee and a member of the Board of Directors.

Prior to assuming the CEO role in June 2024, Oggie was the firm's chief investment officer, a position he held since joining Breckinridge in 2021.

Oggie is a thought leader within the industry and has been featured by top publications and conferences. His insights have been included in Institutional Investor, Chief Investment Officer, Pensions & Investments, FundFire, With Intelligence, Fund Intelligence, FIN News and US News & World Report. He's also been a featured speaker at events such as Schwab IMPACT.

Before joining Breckinridge in 2021, Oggie was Retirement Income Solutions Investment Lead at Fidelity Investments. He led investment and product teams to develop innovative investment solutions for workplace and retail markets, incorporating lifetime income guarantees for people who are nearing and living in retirement. Prior to this, Oggie led Fidelity's Global Institutional Solutions team from 2014 – 2019 and oversaw the management of customized multi-asset and LDI mandates for institutional investors and intermediaries with primary focus on defined benefit plans, endowments, foundations and family offices. He also provided investment leadership and oversight on $22 billion in client AUM invested across proprietary and third-party equity, fixed income and alternative strategies.

Oggie began his financial services career in 2005 as a quantitative analyst, first at State Street and then at Fidelity.

Oggie holds bachelor's and master's degrees in mechanical engineering, as well as a Master of Science in management and a Master of Business administration degrees, all from the University of Florida. Oggie is also a Certified Alternative Investment Analyst (CAIA) and a Financial Risk Manager (FRM) charter holder and held an adjunct faculty position at Bryant University from 2010-2012, teaching undergraduate finance and investment courses.

Sarah Keohane Williamson is the Chief Executive Officer of FCLTGlobal. Williamson leads FCLTGlobal's efforts at creating a mission-oriented, global cross value chain CEO problem-solving community supported by innovative, practical research and targeted communications and building our team.

Williamson assumed her current role in 2016, after spending over 21 years at Wellington Management, most recently as a Partner and Director of Alternative Investments. Prior to joining Wellington Management, Williamson was at McKinsey & Company, worked at the US Department of State, and a was mergers & acquisitions investment banker for Goldman, Sachs & Co.

Williamson also serves as a Director of Evercore (NYSE:EVR) and EXL Service (NASDAQ: EXLS), chair of the board of the Whitehead Institute for Biomedical Research, and a member of the boards of MITIMCo and the Women's Foundation of Boston. She is a member of the Council on Foreign Relations.

Williamson earned her MBA, with distinction, from Harvard Business School and her BA in Economics, with honors, from Williams College. She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations. She is a US citizen and is married with three grown children.

John Brockelman is Chief Marketing Officer for State Street Investment Management, the fourth largest asset manager in the world. He is responsible for all aspects of marketing for the firm, including data and analytics, channel marketing, brand and advertising, investment content, digital, communications, and social media. John is also a member of the Executive Management Group, the company's most senior strategy and policy-making team. He joined State Street in 2015 and previously served as Global Head of Brand Marketing & Communications.

Under his leadership, his team successfully rebranded the firm and has been recognized for marketing excellence, including multiple Cannes Lions Grand Prix, Clio, and Effie awards. In 2020 he was named Marketer of the Year by the Financial Communications Society.

Prior to State Street, John held several marketing and communications roles at Fidelity Investments where he most recently led corporate affairs, executive communications, and corporate marketing communications teams. Prior to Fidelity, John served as a senior advisor to former Massachusetts' governors William F. Weld and Paul Cellucci.

He currently serves on the Board of Directors at the Lawrence Boys & Girls Club and the Association of National Advertisers Business Marketing NYC. John earned an AB from Colby College.

As Head of the Institutional Client Marketing Group at PGIM, Joey oversees the development and execution of global institutional marketing and advertising campaigns, covering public and private fixed income (credit), multi-asset and quantitative strategies, defined contribution, and real estate investors and borrowers. He is also responsible for driving all content and thought leadership initiatives for the institutional and global wealth (retail) businesses of PGIM, the $1.44 trillion global asset management business of Prudential Financial.

With extensive experience in marketing and asset management, Joey has held key roles including Head of US Institutional Marketing Strategy and Client Insights at BlackRock, and Global Head of Marketing and Communications at Research Affiliates. His background also includes experience as a Brand Manager at Johnson & Johnson's Consumer Division (Kenvue) in the Philippines.

Joey holds a Masters in Business Administration (MBA) from the Harvard Business School.

Daniel Celeghin (New York) joined KKR in 2022 and is Chief Operating Officer for Global Client Solutions. Mr. Celeghin joined KKR from strategy consulting firm Indefi, where he served as U.S. managing partner. Prior to Indefi, Mr. Celeghin was head of strategy at AQR Capital Management.

Earlier in his career, Mr. Celeghin spent 16 years as a strategy consultant with Casey Quirk, initially out of New York and ultimately as partner and head of APAC out of Hong Kong, an office he founded. As a management consultant he worked closely with over 150 asset managers across all major markets and asset classes. He has a B.S. in Operations Research and Industrial Engineering from Cornell University.

Mr. Curran joined Meketa in 2017. He serves as a research consultant covering core equity strategies in the Public Markets Manager Research group. Mr. Curran's primary responsibilities include evaluating, selecting and monitoring investment managers. He is also a member of Meketa's Global Macroeconomic Investment Committee.

Prior to joining the firm, Mr. Curran was a biomedical scientist at the Novartis Institutes for Biomedical Research, where he worked on gene editing technologies. Preceding his employment at Novartis, he worked in numerous biological research laboratories at institutions such as Boston Children's Hospital, the Salk Institute, and the Harvard Stem Cell Institute. He is a co-author of several publications in peer reviewed scientific journals. During this time, he exercised an intense passion for the financial markets through self-education.

Mr. Curran graduated from the College of the Holy Cross with a bachelor's degree in biology. He holds the Chartered Financial Analyst® designation, and is a member of the CFA Institute. He also holds the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the CAIA Association®.

As head of Global Marketing, Aliette leads a team with members in the Americas, Europe, and Asia. The team is responsible for Wellington's global brand and delivering integrated marketing programs and thought leadership to deepen client relationships and grow the business. Aliette and her team aspire to deliver world class content in innovative ways, sharing a diversity of perspectives across asset classes enabled by a culture of respectful debate and an extraordinary level of collaboration.

Prior to joining Wellington in 2018, Aliette worked at Bank of America where she spent 16 years working in a variety of marketing roles, focusing on the U.S. Trust, Columbia Management, and Merrill Lynch brands. Most recently, Aliette led the team responsible for driving brand expression across all of the company's businesses.

Aliette earned her BA in English Literature and Latin American studies from Hamilton College (1997). Additionally, she serves on the Board of the Paul Revere House, is a member of the Family Advisory Council for Cradles to Crayons and a mentors emerging executive women as part of the Women Unlimited national leadership program.

Kathryn Ferrero, Managing Director, is the Chief Marketing Officer for J.P. Morgan Asset Management Americas and the Global Head of Brand Experience for Asset and Wealth Management. As CMO, she is responsible for developing innovative marketing strategies to drive revenue growth for the U.S., Canada and Latin America Retail and Institutional businesses. As the Global Head of Brand Experience for J.P. Morgan Asset Management and J.P. Morgan Private Bank, Kathryn is responsible for driving our brand, media and advertising strategy for both businesses globally. Kathryn joined J.P. Morgan from Equitable (formerly AXA), where she was most recently Chief Marketing Officer and Member of the Operating Committee.

Kathryn is a member of the Villanova University Provost Board and an active Committee Chair for Pink Aid, a national charity dedicated to breast cancer.

Kathryn earned her B.A. in Psychology with Pre-Medical Concentration from Villanova University.

Jeremy is a Managing Director and the Head of Institutional Consulting Solutions. He leads the institutional client businesses of Morgan Stanley Wealth Management, consisting of Graystone Consulting, Fiduciary Consulting Group, Corporate Cash, Government Entities, Retirement and Institutional Infrastructure Solutions. He is also the co-head of Morgan Stanley's Outsourced Chief Investment Office (OCIO).

Before joining Morgan Stanley in 2020, Jeremy spent 15 years at Mercer, where he held numerous roles and committee appointments, culminating as Chief Operating Officer of Mercer US Wealth. In this position, he supported the acquisition, operational, strategic planning, and financial requirements of the division, which included actuarial and specialty consulting teams as well as OCIO Solutions. One of the honors of which he is proudest is having been the most-requested mentor during his time at Mercer.

Jeremy earned a B.S. in actuarial mathematics from Bryant University. He lives in Boston and sits on the board of the Graystone Foundation, which makes charitable contributions on behalf of the business to important causes.

Clint Harris is Head of Wealth Management Platforms and Institutional ETFs teams at Invesco. In this role, his team is responsible for leading the firm's partnership engagement with wealth management and institutional segment leaders to align our clients' priorities with Invesco's capabilities. Additionally, Mr. Harris is Executive Vice President and a member of the firm's Americas Distribution senior leadership team, where he works closely on numerous strategic priorities, including the evolution to Invesco Total CX, product development and activation, private markets, separate accounts, and ETFs.

Mr. Harris joined Invesco in 1999, working in the firm's call center, helping participants achieve a secure retirement. In the years since, he has held numerous leadership positions at Invesco, helping build Aim Private Asset Management (SMAs), our Dividend Value franchise globally, and Wealth Management Platforms.

Mr. Harris earned a BA degree with a dual major in economics and marketing and a specialization in international business from Oglethorpe University. He is a Chartered Financial Analyst® (CFA) charterholder and holds the Series 7, 24, 51, 63, and 66 registrations. Mr. Harris is currently serving on the boards of the Expect Miracles Foundation and Nicsa.

Geremy Kawaller, CFA, Managing Director, leads the Central Pensions Distribution Team within BlackRock's Americas Institutional Business. He joined BlackRock in 2013, and prior roles at the firm included senior roles in Aladdin Business Development and iShares Global Fixed Income Strategy. Prior to BlackRock, Geremy sold exchange traded products to institutional clients, most recently at VelocityShares (Janus Henderson) and Barclays Capital.

Geremy received a BA from Columbia University, an MBA from NYU Stern and is a CFA Charterholder.

Rachna is the Head of Global Institutional Relationship Management with TD Global Investment Solutions. She is responsible for the quality of the client service relationship and oversees the team that maintains ongoing dialogue with clients to ensure that the company fully understands their current and evolving needs.

In addition to her market facing role, she is responsible for business strategy and talent management. Rachna has significant experience in Asset Liability Management and industry experience at global consulting firms as a Pension and Investment Consulting Actuary. She holds a B. Math. with Honours in Actuarial Science from the University of Waterloo.

Michi is Managing Director and Head of Global Client Relationship Management for Morgan Stanley Investment Management (MSIM). She is a member of the MSIM Operating Committee and the Morgan Stanley Boston Leadership Council. Previously, Michi was co-head of North America Institutional Distribution with direct oversight of Global Consultant Relations and North America Client Relationship Management.

Prior to joining Morgan Stanley in 2021, she was at Parametric for nearly 10 years where she was most recently Head of Client and Consultant Relations and a member of the Parametric Executive Committee. She has over 25 years of financial services experience.

Michi is a CFA charterholder and holds the CAIA designation. She has a BA in economics from Emory University and an MBA from Babson College.

Patrick is a managing director at Goldman Sachs Asset Management ('GSAM'), serving as global co-head of Consultant Relations, based in Boston. He joined Goldman Sachs in 2023. Prior to joining the firm, Patrick worked at BlackRock for a decade across the US, Singapore and Hong Kong in a variety of client business roles. Previously, he spent 10 years at BNP Paribas Asset Management, working in global roles while based in Paris and Asia-focused roles from Hong Kong.

Patrick started his finance career at BNY Mellon in 2002.

Patrick earned a BA in Economics and French from the College of the Holy Cross in Massachusetts in 2002. He is a CFA charterholder and served on the board of CFA France in Paris from 2008 to 2009.

Saheba Sahni is an Investment Director at the Tufts University Investment Office, where she co-manages the private equity and venture capital portfolio for the endowment. She joined Tufts in 2017 after a career in impact investing, most recently at Kiva, where she managed the South Asia and Middle East portfolio and launched Kiva’s operations in India.

Trevor Slaven is the Global Head of Asset Allocation and Multi-Asset Portfolio Solutions. Trevor is responsible for the management of multi-asset portfolios, the creation of customized portfolio solutions and the direction of the Strategic Policy Group. He has worked in the investment industry for over 17 years across various research and portfolio management roles.

Prior to joining the firm in 2024, Trevor was a Managing Director at BlackRock, Inc. where he was the Head of Macro Research for Fundamental Fixed Income, the Head of Fixed Income for the Global Allocation funds, and a portfolio manager for the Strategic Global Bond, World Bond, and Global Government Bond funds. Prior to joining BlackRock, he was an investment banker at Morgan Joseph & Co. Trevor received a B.S. in business administration with a minor in English from the University of North Carolina at Chapel Hill, graduating with distinction.

Chris Tarui is the head of U.S. Consultant Relations with the Americas division of T. Rowe Price, the organization responsible for the firm's institutional business in North America. In the Americas division, his responsibilities include OCIO and global alternatives distribution. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

Chris's investment experience began in 2004, and he has been with T. Rowe Price since 2021, beginning in Global Distribution. Prior to this, Chris was an executive vice president at PIMCO with a focus on U.S. institutional investors. He also has held senior roles at KKR & Company as a director and at Bridgewater Associates within institutional client advisory.

Chris earned a B.S. in business administration from Pepperdine University and an M.B.A. from the University of Southern California, Marshall School of Business. Chris is a Series 7, 66, and 3 registered representative.