Alternative Investments
York Lo, John Hancok
Compliance & Risk Management
Mark Trenchard, Putnam Investments
Content
Gary Casagrande, Confluence
Data Analytics
Beverly Dube, SalesPage Technologies, LLC
Diversity Project Benchmarking
Cassie McCarthy, EY
Diversity Project Education Engagement
Candace Shaw, Sun Life Financial
Diversity Project Events
Elba Vasquez, HSBC
Diversity Project Fearless Leadership Symposium
Cathie Mazza, Schroders
Diversity Project Industry Engagement
Ann Cavanaugh, Blackrock
|
Diversity Project 'Next Practices'
Naomi Fink, Capital Group
Fund & Investor Services
Julie Smith, Touchstone Funds
Fund Administration
Frank Maresca, Broadridge
General Membership Meeting
Dave Parks, Aliter
Next Gen
Donnie Aylward, MFS
Product & Distribution
Jarrod Sohosky, Lord Abbett & Co.
Retirement
Cody Waight, American Century Investments
SMA & Model Portfolio Committee
Russ Tipper, Capital Group
|
Strategic Leadership Forum
Anish Mazumdar, Aliter
Technology & Innovation
Anish Mazumdar, Aliter
UIT
Morrison Warren, Chapman & Cutler
Unclaimed Property
Heidi Lastoria, MFS
________________________________________
President's Award
Dan Moorman, Wells Fargo Advisors
President's Award
David Rosen, Morgan Stanley
President's Award
Lynette Turner, BNY Mellon
|