FORUM PARTICIPANTS
David Blanchett Robin Diamonte Melissa Kahn Cristina Martin-Firvida Head of Retirement Research Chief Investment Officer Managing Director and Director, Financial Security Morningstar United Technologies Retirement Policy Strategist and Consumer Affairs Corporation State Street Global Advisors AARP Alison Borland Head of Defined Contribution Kenneth Forsythe Ray Kanner Lisa Massena Aon Hewitt AVP, Retirement Product Former Managing Director Executive Director Strategy & Ideation and CIO OregonSaves Ray Boshara Empower Retirement IBM Senior Adviser and Director Scott Matheson of the Center for Household Karen Friedman Michael Kiley Defined Contribution Practice Financial Stability Executive Vice President President Leader Federal Reserve Bank and Policy Director Plan Administrators, Inc. CAPTRUST Financial of St. Louis Pension Rights Center Advisors Gary Koenig Senior Fellow John Galateria Chris Mercer Aspen Institute Financial Vice President, Security Program Head of North America Financial Security Manager – Savings Plan Institutional AARP Public Policy Institute Verizon Anthony Bunnell Invesco James Lockhart Lew Minsky Chief Product Officer Diane Garnick Honest Dollar Vice Chairman President and CEO Managing Director and WL Ross & Co. LLC Defined Contribution Chip Castille Chief Income Strategist Institutional Investment Lori Lucas Managing Director, TIAA Association Chief Retirement Strategist Executive Vice President Fiona Greig and Defined Contribution Alicia Munnell BlackRock Director of Consumer Practice Leader Director, Center for Cindy Cattin Research Callan Associates Retirement Research JPMorgan Chase Institute Boston College Managing Director of Lathan Mahaffey Investment Operations Seth Harris Katherine Newman and Risk Management Executive Director, Head of Defined Contribution Exelon Attorney Provost and Senior Vice Seth Harris Law and Policy Investment Solutions Advisor Chancellor for Academic Harry Conaway Sales Affairs Catherine Harvey J.P. Morgan Asset President and CEO University of Massachusetts Management Employee Benefit Research Senior Policy Research Amherst Analyst, Financial Security Institute Cynthia Mallett AARP Public Policy Institute Jamie Ohl Michelle Cremin Vice President, Industry President, Retirement Plan Sarah Holden Strategies & Public Policy, Services Insight Unit Manager Corporate Benefit Funding Senior Director of Retirement Lincoln Financial Group National Employment and Investor Research MetLife Savings Trust Investment Company Catherine Peterson Barbara March Christopher Daley Institute Managing Director, Global CEO Head of Insights Program Managing Director, Head Cindy Hounsell BridgePoint Group, LLC of Institutional Defined J.P. Morgan Asset Contribution Investment Sales President Management J.P. Morgan Asset Women’s Institute for Management a Secure Retirement
LEADERSHIP FORUM ON RETIREMENT SAVINGS | 7 FORUM ADVISORY PARTICIPANTS BOARD & STEERING COMMITTEE
Debra Plousha Moore Steve Utkus Daniel Biss Brigitte Madrian System Chief of Staff & Principal and Director State Senator, 9th District Aetna Professor of Public Executive Vice President Vanguard Center for Illinois Policy and Corporate Carolinas HealthCare Retirement Research Management System Vanguard Michael Davis John F. Kennedy School Head of Defined of Government Pam Popp Kim Walker Contribution Plan Debra Whitman President Executive in Residence Specialists Olin Business School Executive Vice President and Lockton Retirement T. Rowe Price Services Washington University Chief Public Policy Officer in St. Louis Jason Fichtner AARP Tom Reeder Bruce Wolfe Senior Research Fellow Director Mercatus Center, Executive Director Pension Benefit Guaranty George Mason University Corporation BlackRock Retirement Institute Mark Iwry Will Sandbrook Nonresident Senior Fellow Executive Director, Strategy The Brookings Institution and Public Policy National Employment David John Savings Trust Senior Strategic Policy Advisor John Scott FINANCIAL AARP Public Policy Institute Director, Retirement Savings SECURITY Project Jamie Kalamarides The Pew Charitable Trusts PROGRAM Chairman & CEO/Senior STAFF Michael Scott Vice President Executive Director Prudential Bank & Trust/ Ida Rademacher Prudential Retirement National Coordinating Executive Director Committee on Elizabeth Kelly Multi-Employer Plans Jeremy Smith Director of Policy Damon Silvers Director, Retirement Savings United Income Initiative Director of Policy and Special Counsel Michael Kreps Pamela Horn Hall AFL-CIO Principal Senior Manager, Finance and Groom Law Group Program Administration Jon Stein CEO and Founder Anne Lester David Mitchell Betterment Managing Director; Senior Program Manager Portfolio Manager and Annabel Tonry Head of Retirement Katie Bryan Vice President, UK Defined Solutions Communications Manager Contribution J.P. Morgan Asset J.P. Morgan Asset Management, Kiese Hansen Management Retirement Solutions Program Associate
Gracie Lynne Graduate Research Intern
8 | LEADERSHIP FORUM ON RETIREMENT SAVINGS Aspen Institute The by Campus Aspen Meadows PHOTO: