September 24–25, 2018


Check out our Attendee List below!

Last Updated September 18, 2018

First Name Last Name Title Company
Jeff Aaron Senior Relationship Manager Putnam Investments
Ryan Abernathy Director Bank of America Merrill Lynch
Steven Acosta VP, Sales - FireLight Insurance Technologies
Gregory Alberti VP, Strategic Relationship Management Great-West Financial
Liz Altman EVP & CMO, Individual and Group Retirement & Mutual Funds AIG
Tracy Arlett Business Development Manager Sammons Retirement Solutions
Shani Armon Director of Strategic Partnerships IRI
William Atherton Retirement Income Consultanr CANNEX Financial Exchanges, Ltd.
Matt Aurelia Relationship Manager Fidelity Investments
Gary Baker President, CANNEX USA CANNEX
Kerry Bakken Fund Analysis Manager Sammons Retirement Solutions
Chad Bartholomew Vice President BlackRock
Justin Bateman Retail Annuities- Corporate Vice President New York Life
Phil Beaulieu Head of National Annuity Sales Brighthouse Financial
Andrew Beiger Vice President Jennison Associates
Charlie Belair Senior Product and Sales Consultant Allianz Life
Cheri Belski EVP Integrated Sales and Client Engagement T. ROWE PRICE
José C. Benitez Ulmer President Universal Life Insurance Company
Laura Bentzien SVP PIMCO
Jason Berkowitz VP & Counsel, Regulatory Affairs Insured Retirement Institute
Catherine Bezold VP, Product Management Western & Southern Financial Group
David Bone Senior Competitive Intelligence Analyst Guardian Life
Scott Bowers Director BlackRock
Chuck Bremer AVP, IPS Business Development Nationwide
Carah Brody AVP, Strategic Administration, Retirement Plans Nationwide Financial
Jayson Bronchetti Senior Vice President Lincoln Financial Group
Josh Brous Director of Events and Integrated Solutions Investment News
Melissa Buccilli Director BlackRock
Chris Bunting Divisional Sales Manager Brighthouse Financial
Chris Callahan Vice President Barclays
Lance Carlson Head of Sales Distribution Great-West Financial
Tyler Carr Vice President, National Relationship Manager Delaware Life
Elizabeth Carter . IRI
Kathi Carter VP, Annuity and Relationship Manager, Order Entry Stifel
Travis Champion Managing Director IFS
Marie-Laure Chandumont Managing Director Barclays
Nameer Chaudry Strategy Consultant Nationwide
Benjamin Childs Assistant Vice President, Internal Marketing Ohio National Financial Services
Donelle Chisolm Vice President American Century Investments
Victoria Choi Vice President BlackRock
Wayne Chopus SVP, Strategic Relationship Management Prudential
Lloyd Chumbley VP, Illustration Sales and Product Manager Insurance Technologies
Josephine Cicchetti Partner Carlton Fields Jorden Burt, P.A.
Dawn Cicciaro Director, Sales S&P Dow Jones Indices
Jon Clement National Director Insurance Sales MFS
Patrick Clifford VP Key Account Manager Athene USA
Michelle Colbert Vice President, Sr. Strategic Account Manager AIG
W Thomas Conner Partner Vedder Price
Valerie Conte Senior Marketing Manager Guardian
Stephen Coons Chief Legal Officer Guggenheim Life and Annuity Company
Ralph Corasaniti VP, National Account Manager Legg Mason, Inc.
Richard Cresta SVP, Head of Institutional Insurance Sales Fidelity Investments
Jim Crowley Chief Operating Officer 'BNY Mellon | Pershing
Don Dady Co Owner Annexus
Nahum Daniels Financial Advisor Nahum Daniels LLC
Barbara Dare VP, Wholesaler Productivity and Analytics Great-West Financial
Mike Davis National Sales Director Brighthouse Financial
Graham Day National Sales Manager AXA Distributors, LLC
Cheri DeBoer-Stinson Director, Business Development Cooperative
Robert DeChellis President and Chief Strategist Allianz Exchange
Stacy Dehnel Marketing & Communications Mgr. Allianz Exchange
David DeLibro Vice President, Head of Strategic Accounts AIG
Beth Dendinger Head of Strategic Relationships Cetera Financial Group
Eric Denham EVP, Product and Business Development Annexus Management
Amy Doll Director, Strategic Marketing Sammons Retirement Solutions
Erin Donnelly Executive Vice President, Head of DCIO TIAA Global Asset Management - Nuveen
Nate Dorr Senior Director Milliman
Corey Dylengoski Strategic Account Manager HealthView
Nancy Fahmy Vice President, Investment Solutions Group Prudential Annuities
Derek Ferguson President Genesis
Michael Ferraro Director, Financial Institutions Group BlackRock
Terri Fiedler Executive Vice President, Strategic Accounts AIG Financial Distributors
Michele Fisher VP, Chief of Staff-Retirement Global Atlantic Financial Group
Kenneth Fitzsimons Director, Annuity Product Manager UBS
Jon Forbes National Sales Manager, UL & Fixed Products Nationwide
Brett Ford Head of National Sales Great-West Financial
Jane Forsythe VP, Conferences & External Engagement IRI
Joe Fournier EVP PIMCO
Tracy Fraser Financial Institutions Group Transamerica
Randall Gabrielson Senior Vice President, Relationship Management Allianz Life Financial Services
Bernie Gacona Sr. Vice President, Director of Annuities Wells Fargo
Anthony Gigliotti AVP/Director, Sales Support Western & Southern Financial Group Distributors
Andy Goeller Vice President, National Sales Manager T. Rowe Price Investment Services, Inc.
Marci Green Managing Director, Head of Retail Insurance Goldman Sachs Asset Management
Jana Greer President and CEO, Individual and Group Retirement AIG
Nick Griparich Executive Director UBS Asset Management
Tim Grogan Divisional Sales Manager, Primerica Dedicated Distribution Brighthouse Financial
Dan Guilbert EVP, Individual Life & Retirement Divisions Symetra
John Hagerty Vice President, Content Delivery, Global Investment Markets Donnelley Financial Solutions
Tom Haines SVP, Capital Markets Annexus
Nichole Halterman Assistant Director Product Management Principal Financial Group
Matthew Hamel Managing Director, DCIO Virtus Investment Partners
Chris Harkins Sr. Policy Advisor, Government Relations Jackson National Life
Mary Heimlich Director, Product Management IFS
John Helmen Senior Director, Distribution Relationship Management Allianz Life Insurance
Eric Henderson SVP, Individual Products & Solutions Nationwide Financial
Simeon Hernandez Head of Business Development Global Atlantic
Ty Hix Senior Vice President Lazard Asset Management
Peggy Ho EVP, Chief of Staff-Legal, Head of Government Relations LPL Financial
Cynthia Hoes Sr Consultant Nationwide
Stuart Holland V.P. Retail Sales Pacific Life Insurance Company- RSD
Matthew Housel Retirement Marketing Franklin Templeton Investments
Jeff Hughes National Sales Manager-Ins & Education Division Invesco
Barbara Hume Vice President, Membership Insured Retirement Institute
Benjamin Huneke Managing Director, Head of Investment Solutions Morgan Stanley
Christopher Hunter Managing Director Natixis Investment Managers
William Hurley Executive Director Morgan Stanley Investment Management
Diane Jackson SVP, Relationship Manager Fidelity Investments
Robert Jameison SVP, Head of Institutional Insurance & DCIO RM Fidelity Investments
John Jennings Manager, Government Affairs Insured Retirement Institute
Charlie Jewkes Head of Global Financial Institutions Aviva Investors
Bradley Jones Head of Subadvisory AQR Capital Management
Adam Kays Divisional Vice Presideant Nationwide Financial
Terry Kelly Director of Sales/Retirement, Insurance, Education Invesco
Kevin KENNEDY Managing Director, Head of Individual Annuity Business AXA
Matt Khan Divisional Sales Manager CUNA Mutual Group
Melissa Kivett SVP, Chief Customer Experience and Marketing Officer, Individual Solutions Group Prudential
Jared Kloos Vice President, National Accounts and Sales ALPS
Nick Krueger National VP - Annuity Dist Principal Financial Group
Myles Lambert Executive Vice President and Chief Distribution and Marketing Officer Brighthouse Financial
Stephen Langlois Head of Business Development eMoney Advisor
Richard LaVoice Executive Vice President, Retirement Distribution Strategy Symetra
Chris Limoges VP, Business Development & Key Account Management Athene USA
Heather Lindsey Head of Insurance and Retirement Platforms Invesco
Gordon Linke Sr. Vice President, National Sales Manager PIMCO
Bill Lowe President, Sammons Retirement Solutions Sammons Retirement Solutions
Paul Lucas Senior Vice President Pimco
Rick Luchinsky Sr. Vice President, Head of Financial Institutions & Retirement American Century Investments
Christopher Luisa Director, Client Services & Automation Delaware Life
Christopher Luongo Vice President Product Marketing and Business Development ADP
Brian Mack Vice President Citi
Ted Mackenzie Vice President Business Development SE2
Frank Maher Director Transamerica
Cathy Marasco Associate Vice President Nationwide
Kimberly Marchillo Assistant Vice President- Retirement Marketing Global Atlantic Financial Group
Joe Maringer National Sales Vice President Great American Insurance Group
Matthew Martinez Manager, Digital Marketing Insured Retirement Institute
Matthew Martinez Digital Marketing Manager Insured Retirement Institute
Beth Maziad Senior Vice President, Operations Raymond James
Laura McCarron Corporate Vice President, Marketing New York Life
Joe McCarty Vice President - Retirement & Income Solutions Principal Financial Group
Michael McClary Chief Investment Officer ValMark Financial Group
Dave Mebius National Accounts Manager Great American Insurance Group
Amy Mignogna Chief Operating Officer IRI
Rod Mims SVP & National Sales Manager Athene USA
Louis Minora National Account Manager American Funds
Donald Moore Sr Chartered Financial Consultant Jackson National
Christopher Moran Head of Sub Advisory Schroders
Michael Morrone VP, IPS Business Development Nationwide
Sharon Mossman Head of Sub-Advisory & Retirement Virtus Investment Partners
Chad Mueller Director, Head of Annuity Sales CUNA Mutual Group
Kerry Murphy Director, Senior National Account Manager Allianz Global Investors
Lisa Myers Senior Data Analyst IRI
Lisa Myers . IRI
Paula Nelson President & Managing Director -Retirement Global Atlantic Financial Company
Jason Newmark Director, National Accounts Securian Financial
suzanne norman Principal and Senior Director-Head of Distribution Milliman
James O'brien Key Accounts Manager Vanguard Group
Frank O'Connor Vice President, Research and Outreach IRI
Curt Olson VP, Head of National Sales Consulting Delaware Life
Sara Ottman Director, Staff Administration Nationwide Retirement Plans
Christopher Owens Second Vice President, Retail Life & Annuity Sales Securian Financial Group
Jim Painter Financial Analysis Brighthouse Financial
Sue Painter AVP, Field Sales Support Penn Mutual Life Insurance Company
Robert Pape Product Manager Prudential Advisors
Alejandro Pascual Director, Investment Products Universal Life Insurance Company
Phil Pellegrino Executive Director, Head of Annuities UBS
Robert Pettman Executive Vice President, Product & Platform Management LPL Financial
Greg Phillips National Account Manager T. Rowe Price
Cheryl Pipia Head of USI Client Engagement T. Rowe Price
John Pitblado Shareholder Carlton Fields Jorden Burt, P.A.
Joe Powell Head of Product and Market Intelligence Brighthouse Financial
Jim Quinn VP, Ops & Tech IRI
John Rafferty Vice President, Retirement Marketing Symetra Financial
Ann Raible Head of Business Development Nationwide Advisory Solutions
Seamus Ray Vice President T. Rowe Price
Michael Raymond Director, ISG Market Intelligence Prudential
Jacquelyn Reardon VP/Marketing Manager- US Insurance & Subadvisory Services AllianceBernstein
Sri Reddy SVP Principal Financial Group
Patrick Rich Director, External Communications JACKSON
Jim Richards Chief Strategy Officer, Annexus Ventures Annexus Management Company
Paul Richman Vice President, Government Affairs IRI
Doug Richmond Sales Executive Vanguard
George Riedel Head, U.S. Intermediaries T. Rowe Price
Mary Roberts Director, Relationship Management New York Life
Paul Roche Senior Strategic Relationship Manager Putnam Investments
Mac Roedel Sub-Advisory Sales Macquarie Investment Management
Bob Rohrbach Director, Annuity Product Manager Merrill Lynch
Pauline Rossbauer VP, Annuities Service Prudential
Michael Roth President RetireUP
Dan Rubinetti Manager US Event Sales Investment News
Dave Rumpf Divisional Sales Manager Brighthouse Financial
Chris Scheimer VP, National Institutions Producers Choice/Raymond James
Aline Schellhas SVP, National Director, Business Development Allianz
Melissa Scheuerman Vice President, Head of Sales and Business Development Sammons Retirement Solutions
Joel Schiffman VP & Director, Financial Institutions Janus Henderson Investors
Teri Schultz Vice President, Marketing Protective Life Insurance Company
Deborah Seabury Vice President, Sr. Strategic Account Manager AIG Financial Distributors
Brian Seidman Vice President, Divisional Sales Manager Brighthouse Financial
catherine seklecki VP, Sub-Advisory Relationship Management Macquarie Investment Management
Matthew Settergren Director of Innovation and Implementation Allianz
Wesley Severin Senior Vice President, Retirement Sales & Distribution Symetra
Andrew Shainberg Chief Compliance Officer Global Atlantic Financial Group
Michelin Sharp VP & Director, Financial Institutions Janus Henderson
Robert Shaw President, Individual Markets Great-West Financial
Matt Shaw Executive Vice President PIMCO
Ronald Shurts Co-Founder Annexus
Jeffrey Sinak Director AMG
Barbara Smith Executive Director, Insurance & Retirement Services DTCC
Tom Spencer Senior Vice President of Business Development SE2
Timothy Stegner Senior Vice President, Institutional Asset Management Northern Trust Asset Management
Scott Stolz Sr. Vice President, PCG Investment Products Raymond James
Craig Strauser SVP, Consulting Allianz
Nathan Thompson AVP, Key Accounts Nationwide
Tamiko Toland Manager, Product Research CANNEX Financial Exchanges
Mike Treske Executive Vice President, Chief Distribution Officer AIG
Tammy L. Turner Executive Assistant IRI
Dawn Tutje Executive Director Morgan Stanley Investment Management
Marshal Urbanz National Accounts Key Account Manager Securian Financial
Laura Virili SVP, Consulting Allianz Life
TJ Voskmap Head of Global Wholesale Aviva Investors
Cathy Weatherford President & CEO Insured Retirement Institute
matt weber Divisional Sales Manager Protective Life
John White VP of National Accounts and Sales Support, Retirement Solutions Division Pacific Life
Sara Wiener AVP - Annuity Product Line Management Principal Financial Group
George Wilbanks Managing Director Wilbanks Partners
Eric Wilson National Accounts J.P. Morgan
Terry Yon Insurance Principal Hilltop Securities
Dan Zielinski . IRI