Keynotes


Thursday, March 1
8:30am - 9:30am


Carey Lohrenz
First Female U.S. Navy F-14 Tomcat Fighter Pilot, Team-Building/Leadership/Strategy Expert & Author


About Carey:

Carey Lohrenz offers lessons for succeeding in dynamic, challenging environments and effective team-building strategies for leading organizations to peak performance.


As the first female U.S. Navy F-14 Tomcat fighter pilot, Carey knows what it takes to succeed in one of the most demanding, extreme environments imaginable Ė the cockpit at Mach 2. The same qualities that helped her break barriers and make naval aviation history can also help you accomplish more than you ever imagined.


In her Wall Street Journal best-selling book, "Fearless Leadership: High-Performance Lessons from the Flight Deck,Ē she encapsulates her advice on how to supercharge performance in todayís competitive business environments.


Drawing on a trail-blazing career in the U.S. Navy, Carey provides critical insight on the importance of setting a bold vision to bring teams together and staying resilient through hard times. Energizing and engaging on stage, her mission-ready strategies for leading fearlessly will help you take charge, navigate high-pressure business conditions, overcome challenges, and realize your vision.

 

Thursday, March 1
9:30am - 10:45am 


Kunal Kapoor
CFA, Chief Executive Officer, Morningstar, Inc.


About Kunal:

Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm.

Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com and the firmís data business as well as its global products and client solutions group.

Kapoor holds a bachelorís degree in economics and environmental policy from Monmouth College and a masterís degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analystģ designation, is a member of the CFA Society of Chicago, and served on the board of PitchBook, a private firm that provides a comprehensive private equity and venture capital database, prior to its acquisition by Morningstar in late 2016. Kapoor is also a member of the board of trustees of The Nature Conservancy in Illinois. In 2010, Crainís Chicago Business named him to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicagoís business, civic, and philanthropic landscape.


Friday, March 2
11:00am - 12:00pm

 

Bob Reynolds
President & CEO, Putnam Investments


About Bob:

Mr. Reynolds is President and Chief Executive Officer of Putnam Investments and President of The Putnam Funds. He is also a member of Putnam's Operating Committee. Building upon a distinguished 30-year career, he has revitalized Putnam through strong, sustained investment performance, new products designed for todayís market challenges, and thought leadership on the future of retirement and workplace savings. Respected as an industry statesman, Mr. Reynolds is regarded as a driving force of innovation and progress in institutional and retail financial services.


In addition to his Putnam responsibilities, Mr. Reynolds is President and CEO of Great-West Financial, one of the nationís top providers of retirement savings products and services, life insurance, annuities, and executive benefits products. Prior to joining Putnam in 2008, he was Vice Chairman and Chief Operating Officer of Fidelity Investments.


Mr. Reynolds' accomplishments have earned multiple industry honors over time. He was named Fund Leader of the Year at the Mutual Fund Industry Awards in 2010 for the strategic improvements he initiated at Putnam. The following year, Putnam, under the leadership of Mr. Reynolds, was honored as Retirement Leader of the Year for initiatives and innovative solutions in the workplace savings arena. Mr. Reynolds has also received a Lifetime Achievement Award from PLANSPONSOR magazine for popularizing employer sponsored 401(k) plans.


Mr. Reynolds currently serves on several not-for-profit boards, including those of West Virginia University Foundation, Concord Museum, Dana-Farber Cancer Institute, and the U.S. Ski and Snowboard Association Foundation. He is Chairman of the Boston Advisory Board of the American Ireland Fund, a member of the Massachusetts General Hospital Presidentís Council, a member of the Massachusetts High Technology Council Executive Committee, and a member of the Chief Executives Club of Boston and the Council on Competitiveness.


Mr. Reynolds earned a B.S. in Business Administration, Finance, from West Virginia University, where he also received an Honorary Doctorate in Business Administration and a Distinguished Alumni Award. In addition, Mr. Reynolds is a recipient of the Boston College Presidentís Medal of Excellence and the Manhattan College De La Salle Medal.