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Tax and Accounting Conference Tax and Accounting Conference September 24–27 | JW Marriott San Antonio Hill Country Resort and Spa | San Antonio, TX Attendee List: Sorted by Company Panayiotis Andreou 1199SEIU Funds Rajesh Misra BBD, LLP James Raymond AB Matthew Romano BBD, LLP Eric Olsen Aberdeen Asset Management Cory Stewart BBD, LLP Mike Kerrigan Accenture Diane Osborne BBH Fred Kosanovic Access Data, a Broadridge Company Charles Schreiber BBH Trust Brian Hook Adams Funds Ronald Fisher BlackRock Phyllis Clarke AllianceBernstein Linda Novak BlackRock Sean McLean ALPS Fund Services Charles Pulsfort BlackRock Yelena Kalmykov ALPS Fund Services, Inc. Boyd Wilson BMC Fund, Inc. Mike Wenger ALPS Mutual Fund Services, Inc. Timothy Bonin BMO Funds, Inc. Clay Bell American Beacon Advisors George Martinez BNP Paribas Shelley Dyson American Beacon Advisors Brian Curran BNY Mellon Sonia Bates American Beacon Advisors, Inc. Jennifer Goerlich BNY Mellon Melinda Heika American Beacon Advisors, Inc. Lia Koopman BNY Mellon Michael Degen American Century Investments Christopher Lacey BNY Mellon Heather Hassett American Century Investments Gregg Manning BNY Mellon Mike Horn Ameriprise Financial, Inc. Victoria McGowan BNY Mellon John Starace AMG Funds William McManus BNY Mellon Mark Bradley Amundi Pioneer Asset Management Alexander Ramos BNY Mellon Gregory McNeil AQR Capital Management LLC Chris Richmond BNY Mellon Melissa Schlisman AQR Capital Management LLC Alan Rubinstein BNY Mellon Tara Bongiorni AQR Capital Management LLC Gary Iwamura Brandes Investment Partners, L.P. Heather Bonner AQR Capital Management LLC Nathan Proulx Brandywine Global Investment Management Joseph Dimaggio Aquila Investment Mgmt. LLC Deborah Hanna Bridgeway Funds James Rooney Ariel Investments Sanjeev Doss Brighthouse Financial Katie Jones ArrowMark Partners Adnani Johari Brighthouse Financial Robin Rettschlag Artisan Partners Angela Ghantous Brookfield Investment Management Inc. Blake Rigel Artisan Partners Mohamed Rasul Brookfield Investment Management Inc. Chris Tsutsui Ashmore Kevin Bengtson Brown Brothers Harriman Frank Maresca AST Fund Solutions, LLC Timothy Bosco Brown Brothers Harriman Karen Shaw Atlantic Fund Services Ross Connell Brown Brothers Harriman Greg Surette Atlantic Fund Services Vanessa Cuozzo Brown Brothers Harriman Uljana Molitor-March Atoz Brian Fitzgerald Brown Brothers Harriman Michelle Gallo AXA Julie Flynn Brown Brothers Harriman Roselle Ibanga AXA Equitable Funds Management Group Scott Huebl Brown Brothers Harriman Lindsay Cockburn Baillie Gifford Jim Lacasse Brown Brothers Harriman Lisa Lapsley Baillie Gifford Jonathan Mack Brown Brothers Harriman Robert Gaffney Baron Capital Melissa McDonough Brown Brothers Harriman Peggy Wong Baron Funds Joe Pennini Brown Brothers Harriman Gregory Kieselowsky BBD, LLP Traci Presley Brown Brothers Harriman James Kaiser BBD, LLP Michael Saunders Brown Brothers Harriman Jesse Lagrossa BBD, LLP Lisa Snider Brown Brothers Harriman Benjamin Ernst Calamos Investments Tom Pfister Confluence David Mangefrida Calamos Investments Joan Tesla Confluence Sandra Chuon Capital Group Elizabeth Uhlig Confluence Brian Janssen Capital Group Elizabeth Uhlig Confluence Dori Laskin Capital Group Michelle Kaufmann CRM Mutual Fund Trust Greg Niland Capital Group Douglas Haines Davis Selected Advisers, L.P. Deidra Hewardt Capital Growth Management John Reichert Davis Selected Advisers, LP Neal Berkowitz CBIS Gregory Boccio Deloitte Ron Casciello CBRE Clarion Securities LLC Theresa Brockelman Deloitte John Welsh CBRE Clarion Securities LLC Gavin Bullock Deloitte Jeremy Sloane CBRE Clarion Securities, LLC Rajan Chari Deloitte Jem Hudgins CGM Funds Greg Comeau Deloitte Christie Galinski Chapman & Cutler LLP Robert Guarnieri Deloitte Morrison Warren Chapman and Cutler LLP Patrick Henry Deloitte Derek Debenedictis Charles Schwab Investment Management Amy Huber Deloitte James Pierce Charles Schwab Investment Management Pete Joyce Deloitte Dana Smith Charles Schwab Investment Management Kenneth Kess Deloitte Brian Szilagyi Charles Schwab Investment Management Susan Klink Deloitte Jon Gezotis Citi Dmitriy Koza Deloitte Jim Keenan Citi Paul Kraft Deloitte Jim Nolan Citi Paul Li Deloitte John O'connor Citi Mark Melito Deloitte Allan Shaer Citi Fund Services Daniel Rooney Deloitte Robert Darmanin Citibank NA Vishal Shah Deloitte David Rumph Clarkston Capital Ryan Sturma Deloitte Kent Crittenden CNL Financial Group Tom Wines Deloitte Jay Laurila Cohen & Company Mon Chau Deloitte & Touche LLP Peggy McCaffrey Cohen & Company Kelly McGovern Deloitte & Touche LLP Ravi Singh Cohen & Company Jason Greenlee Deloitte & Touche LLP Robert Velotta Cohen & Company Stacey Wilson Deloitte & Touche LLP Marcy Kempf Cohen & Company, Ltd. Katelyn Yorra Deloitte & Touche LLP Lori Novak Cohen & Company, Ltd. Michael Brodsky Deloitte Advisory Myra Mercado Cohen & Steers Svetlana Bazhenova Deloitte LLC Joe Beranek Columbia Threadneedle Investments Olga Valadon Deloitte LLP Martha Skinner Columbia Threadneedle Investments Teresa Matter Deloitte Tax Rovena Ashiku Columbia Threadneedle Investments Jason Postlewait Deloitte Tax Melissa Elfstrom Columbia Threadneedle Investments Eric Byrnes Deloitte Tax LLP Nancy Mah Columbia Threadneedle Investments Baruch Cohen Deloitte Tax LLP Julian Quero Columbia Threadneedle Investments Barnet Cohen Deloitte Tax LLP John Kunka Columbia Wanger Asset Management Nicole Crowley Deloitte Tax LLP Johnny Gong Command Financial Cameron Gunderson Deloitte Tax LLP Stephen Penders Command Financial Allie Hanson Deloitte Tax LLP Michael Townson Command Financial Zhuan Qi Lee Deloitte Tax LLP Ann Macdonald Commonwealth Shareholder Services, Inc. Eric Marmoll Deloitte Tax LLP Gary Casagrande Confluence Rand Parker Deloitte Tax LLP Lou Delverme Confluence Kenneth Sandgren Deloitte Tax LLP Mark Evans Confluence Lisa Shields Deloitte Tax LLP Kelli Geyer Confluence Bob Stack Deloitte Tax LLP Domenic Ionadi Confluence Maryna Turkova Deloitte Tax LLP Patrick Kane Confluence Casey Yantosca Deloitte Tax LLP Arielle Lilley Confluence Eric Marmoll Deloitte Tax LLP - Chicago David Moore Confluence Paul Schubert Deutsche Asset Management Todd Moyer Confluence Jeff Berry Deutsche Bank ATTENDEE LIST 2 Julie Roach Diamond Hill Funds Stephen Fisher EY Joy Lopez Dimensional Brenda Fleissner EY Erin Digby Dimensional Fund Advisors Brian Godoy EY Gregory Hinkle Dimensional Fund Advisors Mara Lamanna EY Jay Taylor DImensional Fund Advisors Joseph McCarney EY Tina Chan Dodge & Cox Lisa Parnell EY Nam Le Dodge & Cox Ashley Porrazzo EY John Loll Dodge & Cox Allie Southard EY Sean Harrington Donnelley Financial Solutions Mitch Walter EY Jennifer Hough Donnelley Financial Solutions Calvin Hall EY Bermuda Ltd. Bryan Nicosia Donnelley Financial Solutions Troy Walker Fairholme Capital Management LLC Jay Nusblatt Donnelley Financial Solutions Shari Clifford FCI/Clearwater Jeffrey Phillips Donnelley Financial Solutions Christopher Dijulia Fidelity Noah Rogers Donnelley Financial Solutions John Bourgeois Fidelity Investments Diane Swonk DS Economics Craig Brown Fidelity Investments Michael Maltby Eagle Investment Systems Jonathan Davis Fidelity Investments Kristen Abruzzese Eaton Vance Colm Hogan Fidelity Investments Jennifer Flynn Eaton Vance Amy McDonald Fidelity Investments Michael Hebert Eaton Vance David Morris Fidelity Investments Jason Schumacher Eaton Vance James Wegmann Fidelity Investments Mary Barsoom Eaton Vance Management Ori Porat Fiducia Optime Michelle Green Eaton Vance Mgmt. John Bartlett FilePoint David Fougerousse Edward Jones Brent Smith First American Funds Inga Nitsche EFAMA Tricia Larkin First Eagle Investment Management Carly Allen Ernst & Young Sami Ghusein First Trust Advisors Michael Barkman Ernst & Young Megan Baker First Trust Advisors Mike Barry Ernst & Young Joshua Dreyer First Trust Advisors Chanell Brown Ernst & Young John Rockenstein First Trust Advisors L.P. Peter Bush Ernst & Young Mi Yong Lang First Trust Portfolios L.P. Adeel Jivraj Ernst & Young Derek Maltbie First Trust Portfolios LP Ryan Ross Ernst & Young Katherine Urevig First Trust Portfolios LP Michael Russo Ernst & Young Justin Feuerstein FIS - Wall Street Concepts Mary Stephenson Ernst & Young Monique Labbe Foreside Sarah Belin-Zerbib Ernst & Young LLP Josh Hunter Foreside Financial Group, LLC Saji Chirammal Jose Ernst & Young LLP William Nakashima FPA Jeremy Foss Ernst & Young LLP Gaston Gardey Franklin Templeton Investments Rachna Mehta Ernst & Young LLP Heather Heller Franklin Templeton Investments Robert Mulhall Ernst & Young LLP Matt Hinkle Franklin Templeton Investments Ed Schall Ernst & Young LLP Robert Kubilis Franklin Templeton Investments Sheila Williams Ernst & Young LLP Mark Otani Franklin Templeton Investments Stacy Witcher Ernst & Young LLP Maria Sell Franklin Templeton Investments Wai Man Chan Ernst & Young US LLP Sergio Pavone Fred Alger & Co. Joo Chin Ernst & Young US LLP Ted Gallivan FS Investments Kyle Burrell Ernst & Young Jeffrey Hurok FS Investments Michelle Leffler Ernst & Young John Ball Gabelli Funds Harpreet Singh Experfy Christine Casares Gemini Fund Services LLC Amy Adam EY Erik Naviloff Gemini Fund Services LLC Peter Adams EY Diane Radosti General American Investors Company, Inc. Margie Arnst EY Michael Finck GlobeTax Danielle Clark EY Thomas Grande GlobeTax Michael Crossen EY Betty Maganzini GMO Chhaya Desai EY Kenneth Curran Goldman Sachs Jaime Eichen EY Peter Fortner Goldman Sachs ATTENDEE LIST 3 Neelam Gupta Goldman Sachs Mallory Werthamer Investment Company Institute
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