Carol W. Geremia is president of MFS Investment Management® (MFS®) and head of Global Distribution. She leads the firm's worldwide client-facing teams as well as product and marketing strategy. As a member of the firm's Management Committee, she helps drive MFS' long-term corporate strategy. In these roles, Carol oversees the management of the company's global institutional and retail businesses, which span US and non-US markets. Her responsibilities include oversight of all teams managing relationships with large corporate and public retirement plans, sovereign wealth plans, global intermediaries, insurance companies, retirement platforms and other advisory practices that distribute the firm's investment products.
Carol joined MFS in 1984 and served as co-head of Global Distribution from 2011 through 2017. She has served as president of the firm's institutional business since 2004. Prior to that, she was president of MFS Retirement Services, which serviced US plan sponsors and their participants. There, she spent 20 years devoting her expertise in fiduciary responsibility and stewardship to the retirement industry. Since joining MFS, Carol has held roles focused primarily on fiduciary responsibility, stewardship and sustainability, and she has actively engaged with clients at all levels to ensure that the firm builds products and services aligned with their needs.
Carol is a member of the City Year Seven Generations Board. She also serves as a member of the MFS Charitable Oversight Committee and as an Advisory Council member for Bridge Over Troubled Waters, Inc.
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Russ serves as Aon Investments' Global Chief Investment Officer (CIO). As Global CIO, Russ manages Aon's investment manager research teams in equities, fixed income, liquid alternatives, private equity, infrastructure, and private credit; the Global Asset Allocation Team; and our discretionary client portfolio management teams. Russ also serves as the lead strategist for several of the firm's largest retainer clients and has advised on over $1 trillion in client assets over the course of his career. He previously led the development of our alternatives investment capabilities and our U.S. Client Solutions team.
Russ led the repositioning of our OCIO platform from an investment consulting to an asset management implementation approach. Modifying and enhancing the investment approach of Aon Investments' individual strategies and multi-asset class total portfolios to focus on sourcing unique strategies and our highest-conviction investment managers. Additionally, he led the launch of an Opportunistic Credit Strategy to take advantage of dislocations across the credit spectrum during COVID induced market volatility in the spring of 2020.
Russ assisted the U.S.'s largest retirement system, an $800 billion public fund defined contribution plan, in completing a comprehensive investment program review, which included evaluating the appropriateness of adding new asset classes/fund types and assisting with a strategic investment operations review. He also completed a benchmarking and best practices review of Mexico's $180 billion and 55 million participant National Retirement System. Russ has worked with multiple billion dollar plus clients in conducting searches for U.S. equity, international equity, fixed income, and alternative investment managers, including infrastructure, real estate, and private equity.
Russ' expertise includes strategic investment policy advice, portfolio structure implementation, risk management, investment manager research, and alternative investments.
Russ holds a B.S. from Northern Illinois University in finance and an M.B.A. from DePaul University's Kellstadt Graduate School of Business. He is a frequent speaker on the topic of institutional investor trends, alternative investments, and the evolution of the investment and investment management consulting industry at industry conferences.
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Jean-Philippe Lemay is Global President and Chief Executive Officer of Fiera Capital. In this role, Jean-Philippe ensures the planning and implementation of the organization's strategic vision and direction. Since he joined Fiera in 2012, Jean-Philippe has been instrumental in the successful realization of Fiera Capital's global vision and truly embodies the firm's core values.
Jean-Philippe previously held various executive roles of increasing responsibility at Fiera Capital, including that of Global President and Chief Operating Officer, during which time he successfully led Public Markets and Global Distribution activities, while also managing the operational side of the firm. He was previously responsible for Fiera Capital's Canadian division.
Jean-Philippe has over 20 years of experience in the investment industry. Before joining Fiera Capital, he was Vice President, Liability-Driven Investment at Natcan, which was acquired by Fiera Capital in 2012. His previous experience also includes investment roles at Standard Life Investments and Caisse de dépôt et placement du Québec.
Jean-Philippe has a Bachelor of Science (B.Sc.) from Laval University with a major in Actuarial Science and a Master in Financial Mathematics (M.Sc.) from Stanford University. He is a Fellow of the Society of Actuaries (FSA) and a Fellow of the Canadian Institute of Actuaries (FCIA) and also has been certified CAIA (Chartered Alternative Investments Analyst).
Involved in the community, Jean-Philippe is co-chair of the fundraising campaign cabinet for the Montreal Children's Hospital Foundation, as well as chairman of the board of directors of the Place des Arts Foundation.
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Heidi Albert manages people in the Investment Management Department at William Blair. Prior to joining William Blair, Heidi was a Financial Literacy Instructor and a Co-Curriculum Developer for Magnetar Youth Investment Academy, and Founder of Live It To Learn It--where she created and led Money Locker, a teen credit union program for under-banked youth. She was also the CEO and co-founder of Dr. Bobby Skin Caring for Kids, which she sold to a strategic buyer. Before Dr. Bobby, she worked in equity sales at Lehman Brothers, investment banking at Morgan Stanley and as lawyer at Simpson, Thacher & Barlett in NYC. Heidi graduated with Honors from Trinity College and New York University School of Law.
Rick has over 30 years of experience in financial services marketing. As Franklin Templeton's Global Head of Marketing, Rick oversees the firm's central marketing functions. These include Brand and Creative, Marketing Services, Product Marketing and Thematic Content. Alongside these responsibilities, he oversees the marketing programme for Global Financial Institutions.
Prior to joining Franklin Templeton, Rick was the CMO for Legg Mason and before that Aviva Investors. In addition, he served as the CMO for Credit Suisse Asset Management. In these latter two roles he was responsible for building out new global marketing functions.
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Andrew Blane is a Senior Partner with Kingsley Gate Partners. With nearly two decades of experience in retained executive search, marketing and business development, Andrew works broadly across Banks, Asset and Investment Management firms within the Financial Services Practice at Kingsley Gate Partners. Andrew is recognized as an industry leader in solving complex human capital challenges for global banks and his counsel is regularly sought by CEOs to advise on corporate growth strategy worldwide.
Andrew has had a significant, positive impact for dozens of Banks and investment management firms by helping their businesses grow and has facilitated numerous senior-level assignments across finance, c-suite leadership, technology, marketing, distribution, and investment-related roles. Andrew's attention to cultural fit, unique market view, and unparalleled access to top talent all contribute to senior leaders across financial services regularly seeking his guidance and assistance.
Prior to Kingsley Gate Partners, Andrew was with Sheffield Haworth where he was a Managing Director. Previously, Andrew was a partner and Managing Director with Warren International, a leading executive search boutique specializing in conducting team lift-outs and searches for the buy-side of the asset management industry.
Andrew received an AB from Princeton University and works out of our Princeton, New Jersey location.
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Michelle Dunstan is AllianceBernstein's Chief Responsibility Officer and a member of the firm's Operating Committee. In this role, she oversees AB's corporate responsibility practices and responsible investing strategy, including integrating environmental, social and governance (ESG) considerations throughout the firm's research, engagement and investment processes. Dunstan also oversees the firm's ESG thought leadership and product development. She is Senior Investment Advisor for AB's Global ESG Improvers Strategy, which focuses on engaging with and investing in companies that are advancing along ESG dimensions.
Dunstan was AB's global head of responsible investing from 2020 to 2021. From 2012 to 2020, she was a portfolio manager for the Global Commodity Equity Fund. She joined AB in 2004 as a research analyst and covered commodities in emerging markets and North America for several years. Prior to joining the firm, Ms. Dunstan was an engagement manager at the Monitor Group (now Monitor Deloitte). She holds a BCom from Queen's University in Canada and an MBA from Harvard Business School, where she graduated with high distinction as a Baker Scholar. Location: New York.
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Sheri B. Hawkins is the global head of product for Northern Trust Asset Management. She leads a diverse team responsible for product strategy, development and life cycle management across proprietary equity, fixed income, liquidity and multi-asset capabilities. She also is responsible for integrating sustainable investing across the product platform. Sheri serves on the asset management executive group and sustainable investing council.
Sheri began her career in the investment business as an equity portfolio manager before moving on to hold business management roles spanning several functional areas of asset management. She has served as chief financial officer of the asset management business unit, where she was responsible for forecasting, planning, analysis and management reporting for Northern Trust Asset Management. Prior to leading the finance team, she served as the chief administrative officer of investments, a newly developed leadership role reporting to the chief investment officer and responsible for business, financial and infrastructure initiatives for portfolio management and trading functions.
Sheri has expertise in quantitative investment strategies, serving as an equity portfolio manager and leader of Northern Trust's tax advantaged equity portfolio management team. She had responsibility for investment strategy, research, portfolio implementation, compliance and infrastructure. Under her leadership, tax advantaged equity assets more than tripled to $10 billion with the product offering and client base growing in number and diversity.
Sheri joined Northern Trust in 1992 in the firm's management development program. She received a bachelor's degree in finance from the University of Notre Dame and a master's degree in financial markets and trading from the Illinois Institute of Technology. She is a CFA charterholder, a member of the CFA Institute and the CFA Society of Chicago, and she is an associated person of the National Futures Association. Sheri is also a Leadership Greater Chicago Fellow and serves on the board of directors for CFA Society Chicago and board of trustees for Children's Home and Aid Society.
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Mike began his investment career in 1993 and joined NEPC in 1997. Mike became President of NEPC, LLC in 2003 and Managing Partner in April 2011. During his time at NEPC, Mike has worked closely with a broad array of clients, covering all types that NEPC works with today, including Public, Healthcare, Private Wealth, Corporate, and Endowment/Foundation investment programs. Mike currently serves on NEPC's Discretionary and Alternative Assets Committees. In addition, he is a frequent speaker at national industry conferences and seminars.
Prior to joining NEPC, Mike worked in a private debt management division of Prudential Insurance Company. Prior to Prudential, Mike worked at Putnam Investments and Fidelity Investments.
Mike earned his M.B.A., with honors, from the University of Chicago Graduate School of Business, with concentrations in Finance and Accounting. He received his B.A. from the University of Notre Dame. Mike is a member of the Boston Security Analyst Society and the CFA Institute. Mike holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.
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As head of Marketing and Communications, Susan leads a global marketing team with members in the Americas, EMEA, and APAC. The team is responsible for Wellington's global brand and for creating and delivering integrated marketing programs and thought leadership to deepen client relationships and grow the business. Susan and her team aspire to deliver world class content in innovative ways, sharing a diversity of perspectives across asset classes enabled by a culture of respectful debate and an extraordinary level of collaboration. Susan is also the vice chair of the firm's Diversity, Equity, and Inclusion Committee.
Susan joined the firm in 1999. During her time at the firm, Susan has held management positions in a number of groups including Product Management and the Client Group. Before joining the firm, she spent five years at McKinsey & Company where she was an engagement manager (1994 – 1999).
Susan received her Master of Philosophy in international relations from Oxford University (1994) and her Bachelor of Arts in history, summa cum laude, from Princeton University (1992). She also has a graduate certificate in executive coaching from William James College (2014).
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Adam is responsible for expanding the firm's footholds in the Canadian institutional and retirement marketplaces and nurturing strong relationships with clients in both channels. Prior to joining the firm, he was responsible for institutional investment management sales at Pyramis Global Advisors, focused on the defined benefit, foundation, and endowment marketplace in Ontario and Western Canada. Before that, Adam was vice president, sales and relationship management, at Fidelity Investments Canada, where he played a key role in expanding the defined contribution recordkeeping business. Earlier in his career, Adam held senior sales and relationship management roles at Open Access and Thomson Reuters.
Pamela Peace is a Principal in PGIM Fixed Income's Client Advisory Group, where she leads PGIM Fixed Income's North America Client Management team. Pam is responsible for continual improvement of the client service experience provided by Client Managers. In addition to her leadership, Pam directly services some of the Firm's largest and most complex clients on the East Coast of the U.S., Canada, as well as select clients in the Middle East and Africa.
Pam is involved in initiatives across the organization globally which include providing leadership guidance to the European Offices where she spent a considerable amount of time in London.
She currently serves as Co-Chair of PGIM Fixed Income's Culture Council advancing the Firm's cultural mission. Pam also serves as an advisor to senior leaders on diversity and racial equity initiatives, in addition to serving as an executive member of Prudential's Black Leadership Forum.
Prior to joining PGIM Fixed Income, Pam served as Director of Operations for Strategic Fixed Income, LLC, a SEC registered investment management firm located in Arlington, Virginia. During her employment at Strategic, Pam was responsible for the development and implementation of a wide range of business operations efficiencies. Pam has more than 29 years of industry experience.
She serves on the Covenant House New Jersey Vocational Advisory Board and an active volunteer for So Other's Might Eat (SOME) Homebound Senior Meal Services Program of Washington, D.C. southeast region.
Pam received a BS in Business Management from Hampton University and is also a registered representative of PIMS.
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Niall Quinn is Head of Institutional Business, a member of the Executive Committee of Pictet Asset Management and an Equity Partner of the Pictet Group. He has overall responsibility for institutional client business development and relationship management.
Before joining Pictet in 2016 Niall was Managing Director and Chief Executive Officer at Eaton Vance International, responsible for all of the firm's operations outside of North America, with a particular focus on institutional business development. Prior to that Niall was Head of Business Development at Gartmore Investment Management, where he was responsible for Europe.
Niall began his career at First Quadrant before spending seven years at Goldman Sachs. He graduated from Trinity College, University of Dublin with a BA in Economics & Philosophy and holds the Investment Management Certificate.
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Dominica is Breckinridge's chief marketing and distribution officer. In her role, she leads the firm's strategic distribution, including sales and relationship management, as well as the marketing plans and initiatives. She is also a member of the firm's Executive Committee and Sustainability Committee. Dominica has been with the firm since 2020 and has over 27 years of industry experience.
Prior to Breckinridge, Dominica was head of institutional marketing at State Street Global Advisors where she was responsible for the development and execution of their overall marketing strategy. Campaigns focused on the promotion of State Street Global Advisors thought leadership, investment strategies, and gender diversity initiatives – notably, the Fearless Girl installation on Wall Street in New York City which helped raise awareness around the globe of the power of women in leadership, as well as the connection between increasing gender diversity on boards and long-term company performance.
She began her career at Putnam Investments where she spent five years before joining the marketing and communications team at Fidelity Investments where she rose from communication analyst to director of institutional marketing, and then to vice president of institutional marketing.
Dominica currently serves on the Board of Directors for Crispus Attucks Children's Center, a Boston-based childcare and development center, and as a Corporate Trustee for the Trustees of Reservations, the nation's oldest preservation and conservation organization. She also serves as a teen mentor for the Attleboro Community Academy, a state accredited high school diploma program, which provides an alternative path to graduation for struggling students and high school dropouts. She is a member of 100 Women in Finance, Boston Women in Finance, Women in Pensions Network, and the Defined Contribution Institutional Investment Association (DCIIA). She previously served on the leadership committee for the 50/50 Women on Boards Boston chapter. Dominica holds a B.S. and a M.S. in Business Management from Lesley University.
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Bryan Tamul is vice president of Institutional Market Enablement at Fidelity Asset Management Solutions (FAMS), Fidelity Investments' distribution and client service organization dedicated to meeting the needs of consultants, institutional investors, endowments, and financial advisors.
In this role, Mr. Tamul is responsible for partnering across FAMS and the broader Fidelity organization to drive distribution strategy, execution planning and day-to-day functional alignment on behalf of the institutional sales, relationship management and consultant relations teams distributing investment products and solutions to defined benefit and defined contribution plans, endowments, and family offices.
Prior to assuming his current position in 2018, Mr. Tamul held a similar role within Intermediary Distribution focusing on aligning sales teams distributing investment products through Broker Dealers, RIAs, Bank Trust firms, DCIO third-party Recordkeepers, and Variable Annuity providers. Previously, Mr. Tamul held a variety of other roles within the Fidelity Finance function, including financial planning and analysis and variable compensation strategic planning and execution.
Before joining Fidelity in 2007, Mr. Tamul served in various financial and analytical roles for The Hanover Insurance Group, Hilco Appraisal Services LLC, EMC2 Corporation, and PriceWaterhouseCoopers LLP.
Mr. Tamul earned his bachelor of science degree in accountancy and his master of business administration in finance from Providence College. He also holds the Financial Industry Regulatory Authority (FINRA) Series 7 and 24 licenses.
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George co-manages ACG and oversees our Institutional business. As a Senior Managing Director, he helps to set the strategic direction of the firm. George is a member of ACG's Investment Committee, which is comprised of senior members of the organization and whose primary task is to ensure continuity and consistency in the investment recommendations to our clients. George works with a broad array of client relationships and brings value to our clients through his strategic advisory, portfolio modeling and evaluation, and ongoing education.
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.
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William Torre, Jr. is a vice president with 12 years of investment experience and works from Marquette's Chicago office. He joined the firm in 2017 and serves as the investment consultant on several client relationships.
Prior to joining Marquette, Billy worked as a senior analyst at Wilshire Associates assisting consultants with asset allocation/asset liability studies, investment manager due diligence, client reporting, and presentations. Previously, he worked at BNY Mellon.
Billy holds a B.S in finance from Duquesne University and an M.B.A. from the University of Pittsburgh Katz School of Business. Billy is a CFA charterholder and a member of the CFA Institute and the CFA Society of Chicago. He also holds the Chartered Alternative Investment Analyst designation and is a member of the CAIA Association®.
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Mandy is responsible for leading the strategic direction and growth of the institutional client business for Principal Global Investors (PGI) in the US and Canada. Mandy oversees the US-based Sales and Relationship Management team serving institutional clients. She has spent her career focused on providing investment solutions to corporate and public defined benefit and defined contribution plans, healthcare organizations, insurance companies, endowments and foundations. She serves on PGI's ESG Leadership team and Principal's Women in Sales Steering Committee.
Prior to joining PGI, Mandy spent more than 16 years at JP Morgan Asset Management, most recently leading their Canada and Central US Institutional team, and previously building and leading their North America Relationship Management team. She earned a bachelor's degree in economics and mathematical methods in social sciences from Northwestern University. Mandy holds the Chartered Financial Analyst designation.
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