The 14th Annual Greenwich Associates Competitive Challenges Conference | October 12 - 13, 2017
The Langham | Chicago, IL

2016 Panelists

Brad Allinson

Institutional Client Relations and Business Development - QMA

Brad Allinson is a Managing Director and Head of Institutional Client Relations and Business Development for Quantitative Management Associates (QMA). Prior to joining QMA, he worked as a Principal, directing client relations and business development at State Street Global Advisors. Earlier, he spent nine years at Fidelity Investments, where he was a Senior Vice President responsible for institutional sales and relationship management in the US. He began his career with PaineWebber Properties as an Analyst in 1989. Brad holds a Bachelor of Science in Political Science from Arizona State University.

Marc Brookman

Managing Director, Head of Institutional Products and Sales – Morgan Stanley Wealth Management

Marc Brookman joined Morgan Stanley in 2006 and now serves as the Head of Institutional Products and Sales for Morgan Stanley Wealth Management. In this role, Marc has overall responsibility for Graystone Consulting and Institutional Advisory businesses, Corporate Retirement including 401k, Non-Qualified and small businesses, Corporate Cash, Government Entity, Workplace Wealth Solutions and Reinvestment of the Global Stock Plan Services Business.

Prior to his current role, Mr. Brookman ran Consulting Group Distribution and was responsible for assets in excess of $ 800 billion. He also oversaw all Advisory Products including FA Discretionary, Non-Discretionary, Unified Managed Account, Mutual Fund and Separately Managed account programs and platforms.

Before joining the Firm, Mr. Brookman spent 20 years in the Asset Management business at firms such as Citigroup Asset Management, New York Life Investment Management and Oppenheimer Capital. Throughout his career Marc has held management roles in Institutional, Retail, Retirement and Distribution.

Outside his efforts at Morgan Stanley, Marc serves as a Board member of the Money Management Institute and a trustee on the James Madison University Foundation Board. Marc received a B.S. in Business from James Madison University.

Edwin Conway

Head of US & Canada Institutional Client Business (ICB) and the Global Head of BlackRock Alternatives Specialists (BAS) – BlackRock

Edwin N. Conway, Managing Director, is Head of BlackRock's US & Canada Institutional Client Business (ICB) and the Global Head of BlackRock Alternatives Specialists (BAS). Mr. Conway is responsible for BlackRock's institutional client strategy and the delivery of its investment capabilities to the institutional client community in the U.S. & Canada and globally, including sovereign wealth funds, public and private pension plans, foundations, endowments and industry consultants. Mr. Conway is also Global Head of the Institutional Product Group (IPG) which is responsible for BlackRock's investment product strategy, as well as Global Consultant Relations. He is a member of the Global Institutional Executive Committee, the Global Operating Committee, BlackRock's Alternative Investors (BAI) Executive Committee and the Human Capital Committee.

Prior to joining BlackRock in 2011, Mr. Conway was a Senior Managing Director at The Blackstone Group where he headed the Investor Relations & Business Development Group. Mr. Conway was responsible for managing investor relations and business development for all of Blackstone's investment products globally. Prior to that, he was a Managing Director and head of investor relations and business development for Blackstone's Hedge Fund Solutions Group (BAAM). Before joining Blackstone in 2005, Mr. Conway was an Executive Director at Arden Asset Management, Inc., where he was responsible for business development and client service. Previously, he spent eight years with Credit Suisse Asset Management, where he held several roles in London and New York initially in Global Fixed Income but more recently as Director and Head of Relationship Management and New Business Development for US Public Fund and Taft-Hartley clients.

Mr. Conway earned a BComm degree from University College Dublin (UCD) and a National Certificate in Business Studies from Carlow Institute of Technology.

Keith Crawford

Global Head of Mergers and Acquisitions – State Street Corporation

Keith Crawford is the Global Head of Mergers and Acquisitions at State Street Corporation, reporting the CFO, and is responsible for leading the execution of strategic transactions including due diligence on prospective targets and investment opportunities, managing external advisors, advising on alternative structures for favorable accounting and tax treatment. Keith also assists in the analysis of complex transactions when exploring financing along with monitoring of capital requirements of domestic and international entities for funding, tax and regulatory purposes.

He led the negotiation and execution of the $485 million acquisition of GE Asset Management with over $100 billion in assets under management increasing State Street Global Advisors (“SSGA”) fee revenue by ~25%.

Prior to assuming the his current role, Keith was the CFO and Global Head of Strategy of State Street Global Advisors (SSGA), the investment management arm of State Street Corporation and a global leader in asset management with over $2.4 trillion in AUM. He was a member of SSGA's Executive Management Group.

Prior to his CFO role, Keith was the International head of Mergers and Acquisitions residing in London, UK overseeing non-domestic acquisitions, divestitures, joint ventures and minority investments. He led the execution on financial M&A transactions such as Intesa Sanpaolo's Securities Services Business, Bank of Ireland Asset Management and Complementa.

Before joining State Street, Keith worked at Ernst & Young LLP, where he led an M&A team that performed due diligence for financial and strategic buyers seeking investment opportunities in various industries.

Keith is a Certified Public Accountant and holds a BS in accounting from the University of Connecticut and an MS in finance from Rensselaer Polytechnic Institute (RPI).

Thomas J. Fisher, Jr.

Managing Director, Head of the Consultant Strategy Team - J.P. Morgan Asset Management

Thomas J. Fisher, Jr., managing director, Head of the Consultant Strategy Team in the Americas. An employee since 1999, Tom is responsible for overseeing J.P. Morgan Asset Management's investment consultant relationships in the U.S. and Canada. Previously, he worked at J.P. Morgan's Private Bank. Prior to joining the firm, Tom managed the investments for the Corporation for Public Broadcasting's employees' savings program. Tom has an A.B. in political theory and history from Georgetown University. He holds Series 7, 24 and 66 licenses as well as the NFA Series 30 and 3 licenses.

John F. Gallagher, III

Executive Vice President and Director of Institutional Services – Loomis, Sayles & Company

John Gallagher is an executive vice president and member of the Board of Directors at Loomis, Sayles & Company. As director of institutional services, he is responsible for relationship management, marketing and new business development at the Loomis Sayles US, London and Singapore offices. John oversees channel-specific relationship management teams — made up of client portfolio managers, client service and consultant relations professionals — and coordinates the sales efforts for public funds, endowments & foundations and Taft-Hartley plans. John began his investment industry career in 1984 and joined Loomis Sayles in 1990. He earned a BS from Boston University and a JD and MBA from Suffolk University.

Chantal Grinderslev

Director of Operations – Z-Ben Advisors

Chantal Grinderslev covers the Chinese financial services industry, with a specialization in strategy development and execution. Throughout her time at Z-Ben Advisors, she has advised clients on a range of issues - from developing high-level market entry plans to leading internal discussions on goal alignment and operational implementation. She worked with one of the largest European retail banks to develop a new business line for the China market; the project was passed by three Boards to result in an investment of EUR20m. Other projects have included the development of wealth management platforms, due diligence on local partners, and year-long retainer engagements with major market players to redesign and inform their China strategy.

Prior to joining the firm, Ms. Grinderslev spent six years focusing on policy and economics in Beijing, London, Dakar, and Washington DC, working as a diplomat, business journalist and director of a national non-profit. Ms. Grinderslev holds degrees from the Georgetown School of Foreign Service and LSE.

Kurt Harrison

Global Head of Asset & Wealth Management Practice - Russell Reynolds Associates

Kurt Harrison leads the firm's Global Asset & Wealth Management Practice, and is also a senior member of the CEO/Board Advisory Services and Global Banking & Markets Practices. He specializes in providing clients with customized solutions for their senior leadership needs.

Prior to joining Russell Reynolds Associates in 2008, Kurt spent 20 years working within capital markets for a number of leading global banks. He was previously Managing Director and Head of U.S. Interest Rate Sales with Nomura Securities International, and the Global Head of U.S. Treasury Trading and Head of U.S. Treasury & Agency Sales with Banc of America Securities in New York. Kurt spent 13 years at Lehman Brothers where he was active across multiple fixed income asset classes, and began his career as an Analyst with JP Morgan.

Kurt serves on the Americas Council of the Association of Executive Search Consultants (AESC), the global industry trade association for executive search firms. Kurt is also on the Executive Committee of the Benefactors Society Board of the College and Graduate Schools of Arts & Sciences at the University of Virginia. In addition, Kurt serves on the Board of Directors of the Bedford (NY) Historical Society.

Kurt received his B.A. in international relations from the University of Virginia.

John Hartman

Managing Director, Business Development - Rocaton Investment Advisors

John Hartman, Managing Director, collaborates with other senior team members to formulate Rocaton's business strategy and is responsible for implementing the sales and marketing strategy. Before joining Rocaton in 2011, John worked for Morgan Stanley Investment Management. His earlier experience includes a family office in California, Louis Dreyfus in Paris and Blenheim Investments. John spent 10 years with Security Pacific Bank (now Bank of America) responsible for FX and short-term interest rates in the Americas. He served on The Foreign Exchange Committee sponsored by the NY Federal Reserve Bank. John is a graduate of the University of California at Berkeley with a BA in Social Science.

Sheila Hartnett-Devlin, CFA

Senior Vice President, Head of Institutional Business Group - American Century Investments

Sheila is senior vice president and head of institutional business for American Century Investments. Sheila is responsible for setting and executing the strategic vision for American Century Investments' institutional business, including business development and relationship management. She also serves as a member of the company's Investment Oversight Committee and the Product and Markets Committee. Prior to her current position, Sheila was vice president and client portfolio manager and was responsible for representing Global and Non-U.S. Equity strategies to clients and consultants. Before joining American Century Investments in 2008, she was a managing director and senior portfolio manager at Cohen Klingenstein & Marks. Previously, Sheila was at Fiduciary Trust Company International for more than 27 years, most recently as executive vice president, chief global equity strategist and global equity investment manager. She also chaired their Global Investment Committee. She has worked in the investment industry since 1976. Sheila earned a bachelor's degree in business administration and a master's degree in business administration from Pace University in New York. She is a CFA charterholder and a member of the CFA Institute and the New York Society of Security Analysts. She currently holds board of director positions with Mannington Mills, Inc., and South Jersey Industries, and she previously served on the board of Mercy Investment Services.

Edward Johnson

President and Chief Executive Officer - LCG

Mr. Johnson joined LCG in 1989. He is President and Chief Executive Officer as well as Chairman of the Board of Directors. In addition to overseeing the firm's strategy, client satisfaction, and growth, Ed works with several major corporate, foundation, family office, and educational clients. Taking a heavily involved role in manager due diligence and alternative asset class research, he also chairs the Investment Committee and serves on the Risk Management Committee.

Ed has been Chief Executive Officer since 2004 when the Board of Directors elected to expand his responsibilities. In 2001, the Board appointed him as President. Ed moved to Georgia to become LCG's Atlanta Practice Leader in 1993. Prior to joining LCG, Ed was President of a Dallas-based commercial real estate investment firm.

He has held leadership roles in several community organizations. Currently, Ed serves on the Investment Committee of Cistercian Preparatory School in Irving, Texas and the Board of Trustees of Cristo Rey Atlanta Jesuit High School.

Ed earned a B.A. in Economics from the University of Notre Dame and studied international economics at the University of Notre Dame in London, England. He lives in Atlanta with his wife, Cathy, and their four children.

William Lee

Senior Vice President and Chief Investment Officer - New York Presbyterian Hospital

William (Bill) Lee is Senior Vice President and Chief Investment Officer for New York Presbyterian Hospital, overseeing NYP's $7 billion investment program including endowment, retirement and current assets, and managing the Office of Investments team responsible for all of NYP's investment assets. Previously, Bill was Chief Investment Officer and Vice President of Foundation and Pensions Investments at Kaiser Permanente. There he served as chair of Kaiser Permanente Retirement Plans Investment Committee, and the Kaiser Foundation Investment Committee, since 2005. Bill oversaw approximately $78 billion in defined contribution, pension and foundation assets. He managed interest rate and foreign exchange risk for Bank of America's global proprietary desks in the 1980's, then left for eight years to work as a police detective. In 1994 he returned to Bank of America, where he helped develop equity and fixed income risk models before becoming Senior Vice President and Chief Investment Officer for Bank of America's retirement plan investments. Bill served as Chief Investment Officer for the Levi Strauss Foundation and Red Tab Foundation assets as well as the Levi Strauss global pension plans. He is a Chartered Financial Analyst (CFA) and graduate of Harvard Business School's Executive Leadership Program in 2010.

Douglas Meyer

Head of Institutional - First Eagle Investment Management

Doug serves as the head of First Eagle's Institutional business and also manages the firm's relationships with global investment consultants and with institutional investors based in the UK, Ireland, the Middle East, and Asia ex-Japan. He is a member of the firm's Management Committee.

Prior to joining First Eagle Investment Management in January 2008, Doug was a managing director at Goldman Sachs Asset Management, serving as head of Product Management for GSAM's Global Equity business, which included Global, International, Europe, UK, Asia ex-Japan, Emerging Markets, and China A-Share equity investment strategies. Doug joined GSAM in 2000 as a member of the Consultant Relations team in New York, servicing investment consultants in the eastern United States and in Canada. Prior to GSAM, he was a partner at Lotsoff Capital Management in Chicago, where he marketed to and serviced plan sponsors and investment consultants in the United States and Canada. Doug has been a board member of The Community Fund of Bronxville, Eastchester and Tuckahoe since 2012 and recently served as President.

Doug earned a BA in English from Middlebury College and an MBA from the Kellogg Graduate School of Management at Northwestern University. He holds the Chartered Financial Analyst (CFA) designation.

Rich Nuzum, CFA

North American Business Leader - Mercer Investments

Based in New York, Rich leads Mercer's investments business in North America, and works with some of Mercer's largest clients.

Before taking on his current role, Rich was Global Business Leader for Mercer's investment management business from 2008 through 2011, Americas Business Leader for Mercer's investment consulting business from 2005 to 2008, and Asian Business Leader for Mercer's investment consulting business from 1997 through 2005. During more than 20 years with Mercer, Rich has worked with clients in more than 15 countries, and has provided investment consulting advice to more than a dozen of the world's 100 largest institutional investors.

Rich holds an MBA with High Honors in Analytic Finance and Accounting from the University of Chicago, and a BA with Honors in Mathematical Sciences and Mathematical Economic Analysis from Rice University. Before joining Mercer, Rich did graduate work in international economics at Tokyo University. Rich is a Chartered Financial Analyst® charterholder and a member of the CFA Institute.

Aidan J. Riordan

Executive Vice President, Head of Affiliate Management – Old Mutual

Aidan Riordan is Executive Vice President, Head of Affiliate Management at OMAM. He is responsible for the oversight and development of OMAM's portfolio of Affiliate firms, represents OMAM on Affiliate Boards and assists in strategic planning, capital investment, mergers and acquisitions, and new investments.

Aidan has over 15 years of experience in private equity and investment banking. Prior to joining Old Mutual, Aidan was a Partner at Calvert Street Capital Partners, a middle market private equity firm, and has held positions with Castle Harlan, Inc. and Merrill Lynch in the real estate investment banking group. Aidan began his career at Berkshire Capital Corporation, a New York-based investment bank specializing in providing M&A services to the investment management industry. From 2007 to 2010 Aidan served on the Board of Directors of Highbury Financial, Inc., a publicly traded asset management holding company. Aidan holds a Bachelor of Arts degree in Economics from the University of Pennsylvania and a Masters in Business Administration degree in Finance from Columbia Business School.

Alison Romano

Senior Investment Officer, Global Equity - Florida State Board of Administration

Alison Romano currently serves as Senior Investment Officer, Global Equity at the Florida State Board of Administration (SBA). In that role she is responsible for directing the investment of over $75 billion in active and passive strategies across all regions of the globe. She leads the asset class team in the management of internal funds and selection of external equity and currency strategies. Previously, she was a Senior Portfolio Manager, a role in which she provided broad oversight of active managers and identified new investment strategies within Global Equity. Prior to joining the SBA, Ms. Romano held various positions at Goldman, Sachs & Co., last as Vice President in Investment Banking. In this role she advised healthcare companies on mergers and acquisitions, financings and strategic alternatives.

Ms. Romano graduated summa cum laude with a BSE in Bioengineering from the University of Pennsylvania and a BSEcon from The Wharton School.

Jack Sommers

Managing Principal - Income Research + Management

Serving primarily as a Portfolio Manager and Analyst for his first 20 years with IR+M, Jack has played an integral role in shaping IR+M's disciplined, bottom-up investment approach. As IR+M has grown, Jack has worked alongside his IR+M teammates to evolve how IR+M works, to develop a highly capable and committed team and to create a culture that can deliver IR+M's clients, co-workers and community. Jack oversees the firm's client-facing activities, human resources, compliance, operations, technology and finance. He is Chairman of the Executive and Management Committees and serves on the Investment Governance and Product Committees.

Kenneth Souza

Investment Director - University of South Florida Foundation

Ken Souza joined the University of South Florida Foundation in December of 2008, and has 16 years of financial experience. He had previously worked for the asset management arm of Fidelity Investments and in insurance portfolio investing for New York Life. As the Foundation's investment director, he oversees over $500 million in endowment and operating pool assets. This role includes coordinating investment initiatives and research with the Foundation's investment consultant, conducting due diligence on current and prospective managers, and reporting to the Investment Committee.

Ken graduated from Merrimack College in 2000 and obtained an MBA from Suffolk University in 2005. Ken also serves on the advisory board for the Student Managed Investment Fund in the USF Muma College of Business as well as the investment committees for the Hillsborough Education Foundation and the Tampa Bay History Center Foundation.

George A. Tarlas, CFA

Senior Managing Director - Asset Consulting Group

George oversees the institutional business of ACG and services a broad array of client relationships. He brings value to our clients' portfolios through his strategic work in the areas of asset allocation/asset class modeling and analysis, investment policy creation and investment manager evaluation. As a Senior Managing Director, George is a member of ACG's Executive Committee, which sets the course and direction of the firm. He is a member of Asset Consulting Group's Investment Committee, which is comprised of the senior members of the firm and whose primary task is to ensure continuity and consistency in the investment recommendations to our clients. Prior to joining our firm in 1996, George was a Vice President for Gershman Investment Corp. in St. Louis. He brings a background in finance and real estate, and earned his finance degree from the University of Colorado. George is a holder of the Chartered Financial Analyst designation and is a member of the CFA Society of St. Louis and the CFA Institute.

Jason Tyler

Executive Vice President, Global Head of the Institutional Group - Northern Trust Asset Management

Jason Tyler is Executive Vice President and Global Head of the Institutional Group with oversight of institutional sales, client relationship management and advisory services, including the Outsourced Chief Investment Officer (OCIO) practice.

Previously, Jason was the Head of Corporate Strategy at Northern Trust. In this capacity, Jason was responsible for the coordination of strategic planning and merger and acquisition activity for the Company.

Jason joined Northern Trust from Ariel Investments, where he served as Senior Vice President and Director of Research Operations. Previously, he worked as First Vice President and Manager in Corporate Planning at Bank One/American National Bank in Chicago.

He earned an MBA from University of Chicago Booth School of Business and an A.B. from Princeton University.

Jason is a member of the Economic Club of Chicago and is a board member of Advance Illinois, Northwestern Memorial Foundation, One Million Degrees, and the Joffrey Ballet where he formerly served as Chairman. Jason is a past contributor and guest market expert on Bloomberg TV, Bloomberg radio, ABC News, PBS, and Fox Business.