The 21st Annual Competitive Challenges Conference
October 9-10, 2024   |  The Langham   |   Chicago

Daniel Gamba is President of Northern Trust Asset Management (NTAM), one of the world's largest investment managers. NTAM provides investment management solutions across all major asset classes and management styles — indexing, factor-based, systematic, fundamental and multi-manager — delivered in a variety of global vehicles in an effort to help investors realize their most important goals.

As president, Daniel is responsible for investment performance, delivering world-class investment solutions and services for NTAM clients, developing long-term business strategies, cultivating strategic relationships and developing talented investment professionals. Daniel is also a member of Northern Trust Corporation's Management Group in Chicago.

Daniel brings more than 25 years of investment management experience and a track record of success in developing global business strategies, innovative investment solutions and diverse talent. He joined Northern Trust in 2023 from BlackRock, where he was co-head of fundamental equities and a member of the firm's Global Operating, Portfolio Management Group Executive and Human Capital committees.

During his 22-year tenure at BlackRock and Barclays (BGI), he led investment, distribution, and product teams. Previous leadership roles include Global Head of Active Equities Product Strategy; co-head of iShares US and head of Americas Institutional; and CEO of the Latin America & Caribbean business where he led the building of a business of $50 billion in six years.

With a deeply rooted passion for diversity, equity and inclusion, Daniel believes better outcomes are achieved when people, experiences and diverse perspectives are prioritized. During his career he has helped to advance DEI by cultivating diverse workspaces, establishing BlackRock's Somos Latinx & Allies Employee, and volunteering with organizations that inspire, elevate and empower diverse leaders.

Daniel is a CFA® charterholder and past Chair of the Board of Governors for the CFA Institute, the 190,000-global member association that serves investment management professionals. He has served as a Board Director for the Council of Urban Professionals, whose mission is to connect, empower and mobilize the next generation of diverse business and civic leaders. Daniel earned a bachelor's degree in industrial engineering from Catholic University in Peru and an MBA in finance and economics from Northwestern University's Kellogg School of Management, where he served on the Board of its Alumni Association.

As the Head of Investments, North America at WTW, Nimisha Srivastava leads a team of 200+ colleagues providing investment advice and discretionary management to asset owners across the US and Canada. She is a member of the global leadership team within Investments, which oversees $4T+ in AUA and $180B+ in delegated and outsourced CIO solutions worldwide.

With a background in global markets, portfolio management, and institutional investing, Nimisha is passionate about driving innovation and excellence while fostering a culture of diversity and inclusion. She was recognized as a Diversity, Equity & Inclusion Leader by the Defined Contribution Institutional Investment Association (DCIIA) in 2022 and received the Institutional Investor's Influential Women in Investing award in 2023. Nimisha has authored numerous publications, serves on several industry bodies, and is a frequent speaker on institutional investing, fixed income, culture, and diversity.

Nimisha graduated with honors from Carnegie Mellon University with a B.S. in mathematical sciences and holds an M.B.A. from the MIT Sloan School of Management. Nimisha also holds the Chartered Alternative Investment Analyst designation (CAIA).

Warren Stoddart is the President and Chief Executive Officer of Connor, Clark & Lunn Financial Group. Until 2021, he was Co-Chief Executive Officer for over 20 years with Michael Freund, with whom he shared overall responsibility for the growth and development of the firm and its ongoing management.

Before taking on his current role, Warren was a partner of Connor, Clark & Lunn Investment Management Ltd. where he had a range of responsibilities, including leader of the firm's fixed income team. Earlier in his career Warren was employed in what is now known as the Brookfield Asset Management group of companies as a Vice President of Trilon Financial Corporation. Prior to that, Warren worked in fixed income trading and sales at Merrill Lynch Canada.

Warren holds a BA from Trinity College, University of Toronto.

Kelly joined Acadian in 2009 and was appointed CEO in 2023. Kelly had most recently served as Executive Vice President and Chief Marketing Officer, responsible for all aspects of the firm's client service, business development, and product strategy efforts globally. She previously held the role of Managing Director of Acadian Asset Management (U.K.) Limited and served for a number of years as a senior relationship manager for European clients.

Kelly is a member of Acadian's Board of Managers, Executive Management Team, and Executive Committee. Earlier in her career, Kelly was the European head of the index fund management business for SGAM Alternative Investments and worked for Northern Trust Global Investments and Barclays Global Investors in senior portfolio management positions. Kelly received a B.Sc. (Hons) in economics & business finance from Brunel University. She is a CFA charterholder and member of CFA Society Boston. Kelly also holds the CAIA charter and is a member of CAIA Association.

As the head of marketing and communications at Sands Capital, Matt serves on the client relations leadership team and oversees functions including portfolio specialists, editorial/thought leadership, integrated marketing, and marketing technology/operations and reporting. He is responsible for driving scale and efficiency across these functions by sponsoring business transformation initiatives that leverage technology and data to enhance client experiences. Matt's contributions to shaping Sands Capital's client-centric approach include building the foundation for the firm's stewardship program.

With over 25 years of marketing and product management experience in the investment industry, Matt's expertise spans retail and institutional markets, covering intermediary and direct distribution models. His experience includes strategic planning, market research, brand strategy, product development, channel marketing, advertising and sponsorships, and digital marketing. Before joining Sands Capital in 2016, Matt held marketing leadership roles at T. Rowe Price and Calvert Investments and began his career in product management at BayBank Boston.

Passionate about education, Matt actively mentors career professionals and college students. He served on the board of governors of the Mutual Fund Education Alliance (now IMEA) and on the research committees of the U.S. Social Investment Forum (USSIF) and Insured Retirement Institute. He is a trustee of the Severn School and previously served as trustee and board chair of the Indian Creek School, both in the Annapolis, Maryland, area. Matt earned a bachelor of science degree in marketing and international business from Babson College.

Gabriel Keiji Altbach is Managing Director and Chief Marketing Officer at Voya Investment Management and serves on the advisory board for the Institutional Investor Chief Marketers Initiative. At Voya IM, he leads a team of 60+ marketing professionals responsible for the development and implementation of Voya Investment Management's brand and marketing strategy worldwide for institutional and intermediary channels with a focus on channel marketing and brand strategy, content development and activation, digital solutions, product marketing, RFP and marketing operations.

Prior to joining Voya, Gabe was President and Head of North America for White Marble Marketing, Inc., a UK-based marketing consultancy for the asset management industry. In this role, he launched the company's presence in the U.S. to help asset managers in North America develop effective, cost-efficient, and innovative marketing strategies to drive commercial results. Prior to that, he held senior roles at Pioneer Global Asset Management (and later Amundi Asset Management) including being based in Italy and the UK as Executive Vice President and Head of Global Strategy and Marketing, and earlier as Head of Marketing and Product Development for the U.S. business.

Gabe is also a frequent commentator on the investment industry in the financial media, including a recurring guest editorial column in the Financial Times. He earned a BA with honors from Boston College and holds FINRA Series 7 and 24 licenses.

Curtis A. Baker is a senior manager and leads institutional client service at Capital Group. He has 29 years of investment industry experience, all with Capital Group. Earlier in his career at Capital, Curtis was a marketing associate for Capital Guardian Trust Company. Prior to joining Capital, he was an associate with Equis Corporation and a sales associate with AFCO Realty Associates. He holds a bachelor's degree in history from Tulane University. Curtis is based in Atlanta.

Kate Bizga (New York) joined KKR in 2022 and is Global Co-Head of Consultant Relations within Global Client Solutions. Prior to joining KKR, she was a senior vice president within Brookfield Asset Management's private funds group, where she worked with institutional investors and key consultants throughout the Central U.S.

Before joining Brookfield, Ms. Bizga was a vice president at the Townsend Group, where she focused on business development and investor relations throughout North America. Ms. Bizga earned her B.A. in Communications from John Carroll University

Steve is a Managing Director within the Partner Solutions team and Head of Consultant Relations. Prior to joining Hayfin, he spent over 12 years at BlackRock where he was most recently a Managing Director on the Global Consultant Relations team responsible for developing and maintaining relationships with investment consultants and institutional clients.

Before this, Steve worked at Alliance Bernstein for four years in a similar role on the institutional business development team. Previously, he was a credit manager at Wells Fargo Financial concentrated on relationship management and sales with a focus on asset-backed securities. He earned a Bachelor of Science degree in Finance from Miami University. Steve is currently a CFA Charterholder.

Henry ("Hank") Detering, CFA, joined Neuberger Berman as Chief Marketing Officer and a member of the Operating Committee in New York in 2023. In this role, Hank drives Neuberger Berman's global brand strategy, building on the firm's reputation as a leading global asset manager by delivering a best-in-class client experience and aligning the firm's investment capabilities with the diverse needs of its global client base.

Hank leads the firm's worldwide Marketing organization, which comprises Media Relations, Marketing Initiatives (including Digital Marketing, Multimedia, Brand & Design), Channel Marketing, Product Marketing & RFP. In his more than two decades of experience in wealth and asset management, prior to joining Neuberger Berman, Hank previously served as Chief Marketing Officer and a member of the Global Executive Board for Vontobel, in Zurich, Switzerland and, before that, he served in various roles at Lazard Asset Management, finishing as Global Head of Marketing. Hank holds an MBA from the Wharton School, an MA in International Studies from the University of Pennsylvania and a BA in Biophysical Chemistry from Dartmouth College. He is also a CFA charterholder.

Nicholas J. Elward is a Senior Vice President, and Head of Institutional Product and ETFs in the Strategic Product and Marketing Group at Natixis Investment Managers. He is responsible for product research and product development for a wide range of product types including ETFs, Separately Managed Accounts (SMAs) hedge funds and bank commingled products and for overseeing the ETF business. In addition, he is a member of the firm’s Business Innovation Group, which works to address technology shifts in financial services, and has over 23 years of investment industry experience.

Prior to joining Natixis, Nick was a vice president at State Street Global Advisors and a senior product manager in the Global Product & Marketing Group. He previously spent 14 years at Fidelity Investments working in a combination of US and international client-facing, product development and product marketing positions. His track record includes research and development that spans equity, fixed income, liquid alternatives, retirement solutions, emerging markets, global macro, infrastructure, ESG products, MLPs, and mergers and acquisitions. Most notably, he worked to launch the ETF business for Natixis. In addition to his work in the investment industry, Nick is an adjunct professor at Endicott College in Beverly, MA, where he teaches Product and Marketing classes in the MBA program.

Nick received his BA in political science from the College of the Holy Cross and his MBA from Northeastern University. He enjoys volunteering for charities focused on homelessness and children’s causes. He currently volunteers for the Pine Street Inn, St. Francis House and the Ellis School, all in Boston. He is also the co-lead of Natixis’ Healthy Minds Employee Resources Group and a sub-committee member of Natixis’ multi-cultural Employee Resource Group.

Molly Giffen is the head of consultant relations at Loomis, Sayles & Company and brings over 28 years of investment industry experience. In her current role, she leads the consultant relations strategy and also helps manage consultant relationships. Molly originally joined Loomis Sayles in 2014 as a member of the consultant relations team focused on advancing and maintaining Loomis Sayles strategies with specific consultants.

She departed Loomis Sayles to join Burgundy Asset Management in 2021 as the firm's first US employee and as head of consultant relations. Molly returned to Loomis Sayles in 2023. Previously, she was a managing director at Janus Capital Group, responsible for consultant relations. Additionally, Molly was head of consultant relations and led the marketing effort at LMCG. She was also an investment product manager at both Pioneer and Blackrock (formerly State Street Research), where she was responsible for both equity and fixed income strategies across retail and institutional channels. Molly earned a BA from Bates College.

Jamie Kase joined HarbourVest in 2015 to oversee all aspects of the Firm's global sales, marketing communications, and investor relations efforts.

Jamie joined the Firm from Capula Investment Management, a London-based hedge fund manager, where he served as global head of investor relations. Jamie brings more than 30 years of experience to his role and has extensive experience leading sales and marketing efforts in the US and globally. His prior experience includes leadership positions at global asset management firms including State Street Global Advisors, ING Investment Management, Merrill Lynch Investment Managers, and Lehman Brothers. Jamie serves on a number of philanthropic boards, including Chair, NYC Foundation for Cerebral Palsy, United Cerebral Palsy of NYC, and the Wheeler School.

Jamie received a BA in Political Science from Brown University in 1982.

Dave serves as the lead consultant to a select number of our largest clients. He joined the firm in 1998. Dave is Aon Investments Head of Sales and Institutional Directed Solutions. Dave is also a voting member of the firm’s US Investment Committee, which is the body responsible for ensuring that the organization is providing thoughtful, timely and appropriate research for its clients and a voting member of the Corporate US liability hedging committee which recommends hedging policies for corporate clients.

While Dave has been a client facing consultant throughout his career, at different points in time he has led the firm’s corporate defined benefit solutions effort, its defined contribution research team, fixed income research team and real estate research team. Dave holds a B.A. degree in Finance from Loras College, and an M.B.A. degree in Finance from DePaul University’s Kellstadt Graduate School of Business. He is also a CFA charter holder and a member of the CFA Institute and the Investment Analysts Society in Chicago.

Erinn R. King, CFA is the Chief Strategy Officer & Co-Head of the Client Team at Income Research + Management (IR+M). Additionally, Erinn is a member of the firm's Management Committee. Erinn is responsible for developing and executing IR+M's growth strategy, as well as directing the firm's client, product and marketing priorities.

Prior to joining IR+M, Erinn was a Managing Director at Payden & Rygel. A founding member of the firm's Boston office, she was responsible for client relations and business development for the East Coast, Bermuda, and Canada. She led the firm's global insurance practice and was the liaison between the firm's Boston, London, and Milan offices, as well as the Metzler/Payden joint-venture.

Erinn was also a Vice President at Wellington Management Company, LLP, where she held roles in fixed-income portfolio communications and insurance relationship management.

Previously, Erinn chaired the CFA Society Boston's board, and during her tenure, hosted the Annual Market Dinner interviewing the former Prime Minister of the United Kingdom, the Right Honourable David Cameron. Erinn was also a member of the CFAI DEI Code Working Group, which drafted the code for the investment management industry in the U.S. and Canada. She is a board member for the New England Foundation for the Arts, a member of the Boston Club, and sits on the Dean's Advisory Board for Boston University's Questrom School of Business. Additionally, she served as a trustee for Jose Mateo Ballet Theatre and as co-president of the board for the Boston Dance Alliance.

Erinn has an MBA in Finance at Boston University and a BFA and MFA in Dance from the University of Oklahoma. She is a Freeman of the Worshipful Company of Insurers, a City of London livery company. Erinn also danced professionally with the Royal Winnipeg Ballet Company in Canada.

Emily Kulback is currently Head of Product for the Americas at UBS Asset Management. Previously she was Head of Product Americas at Credit Suisse Asset Management and DWS. Emily spent ten years at DWS, and in addition to role mentioned, was responsible globally for Alternatives Product Development & Specialists and Alternatives Product Management.

Prior to DWS, Emily also spent seven years at JPMorgan Private Bank and the early part of her career at a Fintech in Connecticut. Emily is an active Board member for the Women and Families Center of Central CT and Girls Incorporated of New York City. She holds a BS in Physics and MBA in Finance from Fairfield University.

Laura Manley is the chief marketing officer for MetLife Investment Management (MIM). In this role, she is responsible for driving differentiated growth that helps MIM achieve its strategic and financial objectives. She has accountability for brand management, thought leadership, client insights, digital marketing and marketing sponsorships.

Laura joined MIM in October 2019. Prior to joining MIM she was CMO – Americas for BNP Paribas Asset Management. She also held the roles of global head of institutional marketing and regional head of marketing for North America at BNP Paribas Asset Management. Before those roles, she was the head of U.S. business strategy for ABN AMRO Asset Management. She also spent over 10 years in management consulting working on marketing and strategy issues for financial services companies.

Laura received an MBA in finance and marketing from The Wharton School of the University of Pennsylvania and a Bachelor of Science degree in international economics from Georgetown University.

Mr. Strotman serves as a Senior Vice President in Segal Marco Advisors' Chicago office. He is a member of the Investment Committee and Alpha Manager Review Committee, which oversees manager selection. He is also responsible for providing support to firm consultants and clients.

Prior to joining Segal Marco Advisors, Mr. Strotman was responsible for traditional asset research at another investment consulting firm.

Mr. Strotman received his BBA in Accounting from the University of Notre Dame and his MBA with concentrations in Finance, Economics and International Business from the University of Chicago – Booth School of Business. Mr. Strotman is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Chicago.

Sandra is Head of ETF Product and Strategy for American Century Investments, a prominent firm ranked among the top 15 issuers of U.S. ETFs under the Avantis Investors and American Century brands. In her role, she leads strategic product initiatives, focusing on the design and launch of new ETFs while overseeing the existing offerings. Sandra collaborates closely with portfolio managers to gain insights into each strategy’s investment process and is responsible for developing messaging, competitive positioning, and client engagement. Her team conducts in-depth market, asset class and category research to identify emerging trends within the global ETF industry.

Before joining American Century Investments in 2015, Sandra spent 15 years as a vice president at AllianceBernstein, where she specialized in product management and development for the firm’s alternatives platform across its private client, institutional and retail distribution channels. She was also a member of the Alternative Investment Management Committee, which oversaw the firm’s multimanager hedge fund offerings, and previously held roles focused on asset allocation and portfolio construction within its private client group. Sandra holds a BA in international relations with a concentration in business and economics from Boston University. She is a CFA and CAIA charterholder, member of the NY Society of Securities Analysts and serves as Co-Head of Finance for Women in ETFs.

Greg Trinks is Head of U.S. Product at Janus Henderson Investors, a position he has held since 2023. In this role, he leads the U.S. product team, overseeing strategy and development of the firm’s suite of products and services across retail and institutional channels in the U.S. Prior to joining the firm, Greg was with UBS for over twenty years where he held a variety of roles, including head of exchange-traded products & listed derivatives, head of manager research & fund solutions Americas, head of exchange-traded products, various fixed income and structured product sales positions, and most recently as head of portfolio advisory group from 2022. Greg began his career focused on taxable fixed income and municipal bond sales and marketing at Prudential Financial in 1999.

Greg received a BA degree in business administration and finance from Western Michigan University. He holds the Certified Investment Management Analyst (CIMA) designation and has 24 years of financial industry experience.

Tracey Wong serves as the Vice President of Sales and Consultant Relations at Fidelity Canada Institutional. In this role, she leads a team dedicated to fostering and expanding relationships with plan sponsors, institutional investment consultants and outsourced CIO providers in Canada. Tracey also oversees the RFP and database team, positioning Fidelity's products and capabilities within the Canadian institutional marketplace.

Bringing over 25 years of institutional investment expertise, Tracey has held diverse leadership roles within Fidelity since 2006. Notably, she chaired the Women at Work committee and was an active member of Fidelity's ESG Corporate Sustainability and Investments committees.

Tracey holds a BSc from Carleton University and an MBA from Warwick University. Beyond her professional endeavours, she contributes as the Chair of the Board for the Bayview Glen School and serves as the Chair of the Policy and Risk Committee at the same institution.

Kim Young is the head of Institutional Client Service in the Americas division of T. Rowe Price, the organization responsible for the firm's institutional business in North America. She is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc.

Kim's industry experience began in 1996, and she has been with T. Rowe Price since 1998, beginning in the Equity Research Group. Prior to this, Kim was employed by Robinson-Humphrey Company as an analyst assistant.

Kim earned a B.S. in finance and international business from the University of Richmond and an M.B.A. in marketing from Loyola University Maryland. She is a Series 7, 63, and 24 registered representative. Kim is a member of the Board for T. Rowe Price Retirement Plan Services. She is a member of the investment committee at Roland Park Country School in Baltimore.