Fund Marketers in Manhattan, 401k Folks in Florida, and Entrepreneurs In Texas
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Monday, November 7, 2016

Fund Marketers in Manhattan, 401k Folks in Florida, and Entrepreneurs In Texas

Fundsters and their allies are gathering in the Big Apple, South Florida, and Texas today for three separate conferences.

This morning PAICR (a trade group for asset managers' marketing and communications specialists) is kicking off its annual conference at the Roosevelt Hotel in midtown Manhattan in New York City. Michael Adelman (head of creative at Lazard Asset Management, Patti Ernst (channel marketing director at Invesco), and Imani Panton (RFP unit manager at ICMA-RC) co-chair the conference this year. Featured panelists and speakers slated to appear include: Henry Detering, managing director of global marketing at Lazard; John Moore, author of the The Passion Conversation: Understanding, Sparking, Sustaining Word of Mouth Marketing; Tom Morrison, CEO of MTI Management; and Neil Siegel, co-head of the client group at Delaware Investments. The conference will conclude tomorrow afternoon with the revelation of the PAICR ACE winners.

Imani Panton
RFP Unit Manager
Yesterday afternoon at the Sheraton Austin Hotel at the Capitol in Austin, Texas, Opal Group kicked off its 2016 Emerging Managers Summit South. The conference will conclude this evening. Featured speakers on the agenda include: Jason Barany, CEO and founder of Aero Capital Solutions; Tim Barron, senior vice president and chief investment officer at Segal Rogerscasey; Laroy Brantley, managing director of Cambridge Associates; Vaughn Brock, on the investment committee of Veritas Family Partners; Lisa Calhoun, founding partner of Valor Ventures; Julian Cheng, vice president for Promus Ventures; Gwen Collins, officer for the Board of Govenors of the Federal Reserve System; Skip Coomber, president of Coomber Family Estates and Dragon Trust Family Office; Art Cooper, chief operating officer of Cooper Family Office; Keith Danko, founding partner and managing member of Witherspoon Partners; Kelen Evans, chairman of the Atlanta Firefighters Pension Fund; Marilyn Freeman, principal and manager of Capital Prospects; Gerald Garrett, trustee for the Tulsa Firefighters Health and Welfare Trust; Matt Gilbert, director for the PCG Select Series 1 Fund; Rusty Giles, partner at Morris Capital Advisors; Harry Griffin, trustee for the San Antonio Fire and Police Pension Fund; Vivian Huang, VWH Capital Management; Medina Jett, president of Integrated Compliance Solutions Group; Ernest Johnson, senior partner at ApexOne Investment Partners; Lillian Jones, partner and senior consultant at Kamp Consulting Solutions; Bruce Kahn, PM for Sustainable Insight Capital Management; Sharmila Chatterjee Kassam, deputy CIO for the Employees Retirement System of Texas; Martin Kollmorgen, CEO and chief investment officer for Serenity Alternative Investment Management; Brandon Laughren, chief investment officer of the Laughren Group; Tony Lee, senior vice president and PM for Progress Investment Management Company; Bob Lazaroff, vice president for the Michelson Organization; Larry Mahle, trustee for the City of Atlanta Firefighter's Pension Fund; James Maloney, chairman of the investment committee for the Chicago Policement's Annuity & Benefit Fund; Michael Marcus, partner and head of manager research at Prelude Capital; Joseph Meyer Jr., president and CIO of Statim Holdings; Eric Munson, CIO of Elmwood Ventures; Michael O'Malley, senior principal, chief operating officer, and chief financial officer for Pennybecker Capital; Kweku Obed, senior vice president of Marquette Associates; Larry Powell, president of LP Institutional; Larry Reed, trustee for the San Antonio Fire and Police Pension Fund; Terri Engelman Rhoads, president of Kettera Strategies; Justin Rodriguez, member of the Texas House of Representatives; Ralph Salvagno, CEO of Petlife Pharmaceuticals; Karl Schade, partner for Star Mountain Capital; Neil Servis, CEO of Serone Capital Management; Kirk Sims, investment officer for the Teachers Retirement System of Illinois; Timothy Smith, president and CIO of Petro Lucrum; Bob Snigaroff, president and chief investment officer of Denali Advisors; Jeffrey Spotts, chief investment officer of Prophecy Asset Management; Ben Stewart, managing director for Humphreys Company; Michael Sury, chairman of INDORUS Holdings; Bill Tice, vice president at Vida Capital; Thomas Toth, managing director at Wilshire Consulting; Sidney Wigfall, managing partner, consultant and counsel for SCA Compliance and Consulting Group; and Catherine Wood, CEO and CIO of ARK Investment Management.

Last night the 2016 SPARK Forum for 401(k) recordkeepers and their allies kicked off at the Breakers in Palm Beach, Florida with an opening reception. The sessions begin today and wrap up by lunchtime tomorrow. Featured speakers include: Chris Gaston, senior policy director at Davis & Harman; Mike Hadley, partner at Davis & Harman; Brian Hamilton, vice president of financial wellness at Ramsey Solutions and SmartDollar; Cynthia Hayes, president of Oculus Partners; Allegra Heyligers, executive vice president of client service and engagement at BrightScope; David Kelly, chief global strategist for J.P. Morgan Funds; Dan Kimmel, finance and operations manager for the state of Delaware; Heather Lavallee, president of tax-exempt markets at Voya; Barbara March, CEO of BridgePoint Group; William Meyer, CEO and founder of Social Security Solutions; Joe Rathgeb, vice president of product strategy at DST; Andrea Romisher, senior vice president of compensation and benefits at Kindred Healthcare; Tim Rouse, executive director of the SPARK Institute; John Scott, director of retirement savings at Pew Charitable Trust; Elaine Varelas, managing partner of Keystone Partners; and Bruce Wolfe, managing director of the BlackRock Retirement Institute.

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