Nevin E. Adams

Editor in Cheif

PLANSPONSOR

Nevin has overall editorial responsibility for PLANSPONSOR.com, and PLANSPONSOR Magazine. Nevin is a 23-year veteran of the retirement services industry. He has held senior positions at Wachovia Bank and Northern Trust. He holds a BS and JD from DePaul University.

Mark Anson

President and Executive Director

NUVEEN INVESTMENTS

Mark Anson is the President and Executive Director of Investment Services at Nuveen Investments. Nuveen Investments is a 175 billion asset management company with a diversified blend of products including domestic and international equity, municipal, taxable and high yield bonds, hedge funds, credit derivatives, quant active and fundamental 130/30 equity, concentrated equity portfolios, real estate, option income funds, and commodities. Previously, Mark was the Chief Executive Officer of Hermes Pensions Management Ltd. With AUM of 160 billion, Hermes is one of the largest asset managers in the City of London. In addition, Mark was the Chief Executive Officer of the British Telecom Pension Schemethe largest pension fund in the UK at 80 billion AUM. Before joining Hermes, Mark was the Chief Investment Officer of the 245 billion California Employees Retirement System (CalPERS)the largest pension fund in the US. Prior to CalPERS, Mark worked on Wall Street as a portfolio manager, where he received the Series 3, 7, 24, and 66 NASD securities industry licenses.

James Barrett

Managing Director

CITADEL INVESTMENT GROUP

James J Barrett is a Managing Director and the Head of Global Distribution at the Citadel Investment Group, a leading investment and financial services firm. Previously Jim was head of global distribution at Bear Stearns Asset Management. He has also held senior management roles at Bank of New York Asset Management, Northern Trust Global Investments and ANB Investment Management Company. Jim started his career in the Economic Research Department at the Federal Reserve Bank of Chicago.

Jim has a Bachelor of Science in Economics from John Carroll University and a MBA in Economics and Finance from the JL Kellogg Graduate School of Management at Northwestern University.

A Chicago native, he currently lives in Connecticut with his wife, three kids and a bulldog.

Adam Berger

Vice President and Head of Portfolio Solution

AQR CAPITAL MANAGEMENT

Adam joined AQR Capital Management in February 2007 after eleven years with Goldman Sachs. He heads AQRs Portfolio Solutions Group, which works with clients on investment strategy issues to help them meet their long-term goals. In addition to working directly with investors, the group produces research papers and presentations on current topics in investment policy, portfolio construction and plan governance. Adam graduated magna cum laude from Harvard College with an AB in Philosophy. He received an MBA from the Wharton School of Business, where he was named a Palmer Scholar. Adam is a CFA charterholder.

Deb Boedicker

Principal

STRATEGIC INVESTMENT GROUP

DEBORAH D. BOEDICKER, CFA PRINCIPAL Ms. Boedicker directs the business development, marketing and client servicing activities at Strategic. In addition, she oversees the information technology group. Prior to joining Strategic, Ms. Boedicker was Managing Director and Head of Institutional Client Relationship Management Business Development for UBS Global Asset Management (previously known as Brinson Partners). Ms. Boedicker has also served as Senior Vice President of Client Service and Business Development for Analytic TSA Global Asset Management. She has published articles in the area of artificial intelligence and is co-author of Expert Systems for the Technical Professional (Wiley Sons, Inc.). Ms. Boedicker holds a B.S. in Finance and Mathematics from California State University, Long Beach and an M.B.A. from University of California, Irvine.

Julia Bonafede

Sr. Managing Director

WILSHIRE ASSOCIATES

Julia Bonafede joined Wilshire in 1991 initially as a member of Wilshire Consulting. She moved to Wilshire Analytics in 1993 and, in 1996, started Wilshire’s European Analytics business in London. Beginning in 1999, Ms. Bonafede headed Wilshire Analytics’ U.S.-based client service group located in Wilshire’s New York and Santa Monica offices. Currently Julia directs Wilshire Consulting and is a member of Wilshire’s Board of Directors.

Ms. Bonafede has a B.S. in Marketing from the University of Colorado and an M.B.A. in Finance and Entrepreneurship from the Marshall School of Business at the University of Southern California. She is a member of the CFA Institute and is a founding member of the United Kingdom Society of Investment Professionals. Her publications include, "The Wilshire 5000 Total Market Index: The Logistics Behind Managing Broad-Based Indexes", Journal of Indexes, 3rd Quarter 2003; and "A Multi-Period Linking Algorithm that Has Stood the Test of Time", The Journal of Performance Measurement, Volume 7: Number 1.

Chris Carabell

Managing Director

BANK OF AMERICA

Christopher Carabell is a managing director in the Institutional Retirement Group within Bank of America. In this capacity, he works with institutional clients on the development and implementation of investment policy statements, asset allocation, portfolio strategy and investment manager selection. Previously, Mr. Carabell managed Bank of Americas Institutional Investment Solutions product management group. In this capacity, he had responsibility for the organizations bundled 401(k) and defined-benefit retirement platforms. Mr. Carabells previous investment experience also includes positions as director of equity research for BARRA Rogers Caseys institutional consulting group, where he was responsible for asset class coverage, manager research and investment program design, and as Director of Investments for the Boy Scouts of America pension and endowment plans. He has been a member of the investment community since 1990. Mr. Carabell earned an MBA from Southern Methodist University and a bachelors of business administration degree in finance and economics from Baylor University.

Steve Case

Principal

MERCER INVESTMENT CONSULTING

Steve is a Principal and senior investment consultant in Mercers New York office. His 25 year institutional investment career includes experience as an investment consultant, plan sponsor and investment manager. He has over 15 years of investment consulting experience, working as the practice leader at Evaluation Associates and as a senior consultant for Rogers Casey. He also worked at ATT in their pension group, AXA Financial/Equitable and Putnam Investments. Steve holds a bachelors degree in economics from Occidental College and an MBA in finance from Amos Tuck School of Business. He is a CFA charterholder.

Richard Charlton

Chairman and CEO

NEPC

Dick's investment experience dates back to 1972 when he initiated Michigan Bell’s Pension Oversight District in anticipation of the requirements of ERISA. Dick also prepared risk, return and capital structure regulatory testimony, and wrote his master's seminar on pension fund performance evaluation. He was elected Assistant Treasurer in February 1976, overseeing the financial modeling, market research, corporate economics, pension, and math research districts. After an assignment at AT&T, Dick joined Merrill Lynch Capital Markets in 1981, assuming the investment consulting responsibility for over $25 billion in assets. With Merrill Lynch's decision to leave the institutional investment consulting market at the end of 1985, Dick formed his own firm, New England Pension Consultants, converting 100% of his clients in this process. During the ensuing 22 years, NEPC has become one of the ten largest investment consulting firms in the industry, earning wide acclaim for its superior client ratings in national independent surveys, its unconflicted revenue model and its ability to add value to client investment programs. NEPC currently services 265 full retainer relationships with assets in excess of $300 billion with over $36 billion committed/invested in alternative assets.

Arup K. Datta

Managing Director

NUMERIC INVESTORS LLC

Arup Datta, CFA Managing Director / Head of U.S. Core Equity Strategies Group Arup joined Numeric in 1993 as a Quantitative Analyst. In addition to serving as the head of one of Numerics four product groups, Arup is responsible for the portfolio management of the Core, Multi-Cap Core, Large Cap Core, Growth, Value and Amplified Core (130/30) strategies. Arup participates in the firms ongoing research into its Fair Value, Quality of Earnings and Estrend models, and risk control techniques. Before entering business school, Arup was a Project Engineer working for a privately held electric utility in eastern India. Arup received an M.B.A. with distinction from the Johnson Graduate School of Management at Cornell University and a B.Tech. in Electrical Engineering from the Indian Institute of Technology in Kanpur, India. Arup is a CFA charterholder.

Michael Hall

Director Investment Strategy

RUSSELL INVESTMENTS

Michael Hall is director of investment strategy for Russell Investments. As a member of Russells institutional research and strategy group, Michael advises clients on the financial management of their funds. His current focus is on defined benefit pension plans, specifically how corporate financial decisions impact both the funds viability and shareholder value. Prior Michael was the director of asset liability strategy, working with all U.S. institutional clients. Before assuming this role he was a senior consultant with Russells U.S. consulting group, providing advice to Russells retainer clients on all aspects of investment programs, including governance, asset allocation, investment structure, manager selection and performance monitoring. Michael continues to serve as a consultant to several clients. Michael joined Russell in 1998 as a consultant with primary responsibility for coordinating asset liability studies in the United States. He was responsible for consultations on actuarial regulations as well as the financial impact of proposed plan changes, mergers and acquisitions, and early retirement windows, as they related to the long-term funded status of the qualified pension plan.

Gary Ford

Attorney

GROOM LAW GROUP

Gary originally joined Groom Law Group in 1981, after serving as ERISA Counsel to the Senate Committee on Labor and Human Resources. In 1987, he left the firm to serve as General Counsel to the Pension Benefit Guaranty Corporation. Gary decided to return to Groom after his stint at PBGC and now serves on the firm’s Executive Committee. Gary is a leading expert on issues relating to the treatment of employee benefit plans in bankruptcies, and he has represented both debtors and creditors in bankruptcy cases involving substantial benefit liabilities and assets. In addition, he represents a number of the nation's largest plan sponsors, service providers, multiemployer plans, and fiduciaries in a variety of areas, including litigation, planning, and advice. He says, “The impact of what we do on ordinary people is one of the reasons we take our responsibility to our clients as seriously as we do.”

Karin Landry

Managing Partner

SPRING CONSULTING GROUP LLC

Karin has over 20 years of experience in insurance, health care, risk financing and benefits industries. She is an internationally recognized leader in captive insurance strategy, benefits and financing. She was instrumental in establishing the first captive funded employee benefit program. She is secretary/treasurer of The Captive Insurance Company Association (CICA) and a member of the ERISA Industry Committee. She is also a member of the finance committee for Captive Insurance Education (ICCIE), strategic planning for the Vermont Captive Insurance Association (VCIA), program committee for CICA, conference committee for the National Risk Retention Association (NRRA), and advisory committee for SpecandAgg.com.

Caitlin Long

Managing Director

MORGAN STANLEY

Caitlin Long heads Morgan Stanley's Global Pension Solutions Group and is president of its US life insurance affiliate, Longevity Insurance Company. She has 14 years of experience in the areas of life insurance, pensions, financial guarantee insurance and ALM. Ms. Long is co-inventor of products in the areas of group annuities and variable annuity reinsurance, for which patents are pending. She holds a JD from Harvard Law School, an MPP from the Kennedy School of Government and a BA from the University of Wyoming.

Robert McBride

Vice President

DIVERSIFIED INVESTMENT ADVISOR

Mr. McBride is a Vice President and Senior Consulting Actuary with Diversified Investment Advisors. Bob has been in the employee benefits field since 1985 and currently leads the consulting practice for Diversified & Actuarial Consulting Group. He has worked with financial service, manufacturing, governmental, and healthcare delivery organizations, including many tax-exempt entities. Before joining DIA, Bob was a principal in the Boston office of a leading global human resources consulting firm. He specializes in retirement program design,valuation, funding and administration including defined benefit, defined contribution and postretirement medical and life insurance programs. Bob is a graduate of Bowdoin College with a Bachelor of Arts in Mathematics. He is a Fellow of the Society of Actuaries, a Member of the Academy of Actuaries and an Enrolled Actuary.

Richard Marin

CEO

Global Sec Lending Advisors, LLC

Richard A. Marin is the CEO of Global Sec Lending Advisors, LLC (in formation). He is an Executive-in-Residence in Asset Management at the Cornell Johnson Graduate School of Management. He is the founder of Pointwalk Solutions Hedge Fund COO Forum and Beehive Ventures. He was the Chairman and CEO of Bear Stearns Asset Management, Chairman and CEO of Deutsche Asset Management and spent 23 years with Bankers Trust Company, acting as a member of the Management Committee, Vice Chairman of BT Alex Brown and the head of many business units including Global Private Banking, Global Retirement Services, Global Derivatives, Emerging Markets and BT Futures. He serves on the board of several private companies, is a Director of the Cayuga MBA Fund and Big Red Ventures and is a Director of CARE.

Cynthia Mallett

Vice President

METLIFE

Cynthia Mallett is Vice President, Product Market Strategies in Corporate Benefit Funding (CBF), in the Institutional Business Department of MetLife. CBF provides investment and insurance products to corporate and other institutional plan sponsors for funding and liability management for their qualified, welfare benefit and nonqualified executive plans and programs. Cynthia has over 25 years of experience in developing and implementing employee benefit programs and products. Immediately prior to assuming her current responsibilities in December 2005, Cynthia founded and ran the Post Retirement Benefits (PRB) group at MetLife to address non-pension retiree benefit liabilities for Institutional clients. Cynthia earned a B.A. from Mount Holyoke College and obtained her CLU designation from The American College in 1982. She has been a Registered Principal with the NASD/FINRA since 1996.

Kathleen Mann

Senior Managing Director

STATE STREET GLOBAL ADVISORS

Kathleen is a Senior Managing Director of State Street Global Advisors, Director of the Office of the Fiduciary Advisor, the group which oversees and manages client pension and endowment plans from end-to-end, and a member of the SSgA Investment Committee. In her prior roles on the Global Asset Allocation and Currency teams, Kathleen was responsible for portfolio management, product development, and research. Kathleen joined the firm in 1998. Prior to joining SSgA, she was a portfolio manager at Putnam Investments where she managed and structured global fixed income and currency portfolios and headed the global bond and currency trading desks at Fidelity Investments. Kathleen has over twenty years of investment experience in global financial markets and has been working in the investment management industry since 1984. Kathleen graduated from Boston College with a BA in Economics and received her MBA in Finance from the Frank W. Olin Graduate School of Business at Babson College.

Charles Millard

Director

PENSION BENEFIT GUARANTY CORPORATION

Appointed by President Bush and confirmed by the U.S. Senate, Charles E. F. Millard is Director of the Pension Benefit Guaranty Corporation.

Immediately prior to joining the PBGC, Mr. Millard was a Managing Director at Broadway Partners, a national real estate investment and management firm in New York and also served as President of BP Direct Securities, a broker-dealer associated with Broadway.

Under Mayor Giuliani, Mr. Millard served as President of the New York City Economic Development Corp. and Chairman of the New York City Industrial Development Agency. In that role, he was responsible for across-the-table negotiations with some of the city's largest employers, including Merrill Lynch and AIG.

He began his private sector career as an associate attorney with Davis Polk & Wardwell.

Twice elected to the New York City Council, he drafted the original legislation that created the framework for New York’s initiative to eliminate pornography stores from many New York neighborhoods. Mr. Millard wrote a regular column in the New York Post.

Mr. Millard holds a B.A. Honors Degree, cum laude and Phi Beta Kappa, from Holy Cross College, where he received the Presidential Service Award, and a J.D. from Columbia Law School, where he was ranked each year as a Harlan Fiske Stone Scholar.

He and his wife Gwen have nine children and live in Rye, New York.

Juan Ocampo

President and CEO

TRAJECTORY ASSET MANAGEMENT

Mr. Ocampo is the CEO and a co-founder of Trajectory Asset Management, a Registered Investment Advisor with the SEC that specializes in risk-controlled alternative strategies. Trajectory has been an innovator in the field of quantitative asset management designing and launching, with AIG SunAmerica Asset Management, the High Watermark Funds, an open end mutual fund series whose alternative investment strategy protects each Funds high water value at maturity. Mr. Ocampo is Trajectorys Chief Investment Officer. Prior to founding Trajectory, Mr. Ocampo worked as a strategy consultant and Partner at McKinsey Co., and in other management consulting and private equity roles. Mr. Ocampo is co-author of Securitization of Credit, a pioneering book on structured financial products, and author of articles published in the Financial Times, the Journal of Applied Corporate Finance and The McKinsey Quarterly. He holds US patent No. 7,398,243 covering the risk-controlled investment methodology employed by Trajectory. Mr. Ocampo is a graduate of the MIT and Harvard Business School.

Antony Osborn-Barker

Global Head of Pensions

BNP Paribas

Tony is the Global Head of BNP Paribas's pension solutions business. BNP Paribas is one of the world's largest and stable financial services groups, with a AA+ credit rating. The unique "One Bank" approach delivers multi-risk and multi-asset management solutions that are credible, achievable and, most importantly, affordable.

Formerly Head of Investment Services at Deloitte and Mercer's investment consulting practice, Tony has worked with governments, supranational and public sector entities, companies, fiduciaries, asset managers and insurance companies on policy, strategy, risk management, structuring, transaction due diligence and governance so can reasonably claim to have more "how to" practical experience of managing pension risks than most. In particular, he has been involved in many of the landmark pension fund LDI transactions in Europe.

Tony is the UK actuarial profession's principal examiner in investment and is responsible for the profession's research programme on finance, investment and risk management.

Nicholas Platt Jr.

COO

PLANSPONSOR

As COO of parent company Asset International, Nick has focused on building the company's retirement service franchise into the driving force behind the company's growth. Prior to joining Asset International, Nick was a financial correspondent, bureau chief, and editor at Reuters, the international news service. He holds a BA from Vassar College.

Robin Pellish

CEO

ROCATON INVESTMENT ADVISORS

Robin Pellish is Chief Executive Officer of Rocaton Investment Advisors, an institutional investment consulting firm based in Norwalk, CT. Rocaton advises a broad array of institutional investors including defined benefit plan sponsors, defined contribution plan sponsors, foundations and endowments, insurance companies and financial intermediaries. In addition to serving as CEO, Robin works with a number of clients as a senior investment consultant. Robin was a co-founder of Rocaton in 2002, prior to which she was the senior managing director of Rogers, Casey Investment Consultants. Robin has also been a plan sponsor and worked in the Treasury groups at Armtek Corporation, PepsiCo, and General Motors.

Michael Peskin

Managing Director

MORGAN STANLEY

Michael is a Managing Director of Morgan Stanley Investment Management's Global Portfolio Solutions group. He is responsible for advising and providing the senior financial management of pension sponsors with financial strategies and solutions for their pension and enterprise risk issues. He joined Morgan Stanley in 1988 and has over 30 years of retirement finance experience. He has spoken and written extensively on a wide variety of pension finance and investment issues. Previously, Michael was global head of Asset Liability strategies in the Global Capital Markets Division. Prior to joining the firm, he was a vice president at Credit Suisse First Boston. Previously, Michael was a consulting actuary / account executive at Buck Consultants. He is an associate of the Society of Actuaries and the Institute of Actuaries, a Fellow of the Conference of Consulting Actuaries, A Certified Enterprise Risk Analyst (CERA) and a member of the American Academy of Actuaries. He chairs the Joint Academy of Actuaries / Society of Actuaries Pension Finance Task Force, is a member of the Pension Practice Council of the Academy of Actuaries, a member of the Public Pensions Subcommittee and is the Academy representative to the International Actuarial Association Financial Economics Task Force.

Charles Ruffel

CEO

PLANSPONSOR

Charlie is the founder of Asset International, the parent company of PLANSPONSOR Magazine, PLANSPONSOR.com, the PLANSPONSOR Institute and Global Custodian Magazine. He is an authority on global pension issues. He previously held posts at Institutional Investor and McCann-Erickson. He has Masters degrees from Cambridge University and Columbia University.

Larry Smith

Chief Investment Officer

THIRD WAVE GLOBAL INVESTORS

Laurence R. Smith, CFA, is Chairman and Chief Investment Officer of Third Wave Global Investors, LLC, a registered investment advisor specializing in global macro with $400 million AUM. Previously, Mr. Smith served as Global Chief Investment Officer of Credit Suisse Asset Management, with $300 billion AUM. At J.P. Morgan Investment Management he served as Global Head of Asset Allocation, driving the firm's macro decisions and directly managing portfolios. Mr. Smith also spent a decade in Morgan's Fixed Income Group, ultimately serving as its co-head. Mr. Smith holds a B.S. from the University of Florida and an M.B.A. from Berkeley.

Lee Spelman

Managaing Director

JP MORGAN ASSET MANAGEMENT

Lee Spelman, managing director, is the head of U.S. Equity Client Portfolio Managers. An employee since 1989, Lee was previously a senior research analyst in the U.S. Equity Research group following the computer systems, personal computer, software and storage sectors. She was also the global technology sector team leader. Prior to joining the firm, she was a partner and Director of Research at Martin Simpson Co., a sell-side brokerage house specializing in technology research. Lee holds a B.S. in economics from the Wharton School of the University of Pennsylvania and is a CFA charterholder. She is a trustee of the University of Pennsylvania

Jennifer Tretheway

Managing Director

NORTHERN TRUST

Jennifer Tretheway is a Managing Director of Northern Trust Global Advisors, an investment management subsidiary of Northern Trust offering manager of managers investment programs with over $39 billion in assets under management. Northern Trust's manager of managers programs include emerging managers, US and international equity and fixed income, alternative investments (e.g. hedge fund and private equity strategies), real estate, and total investment program management. Since joining The Northern Trust Company, Northern Trust Global Advisors' parent company in 1974, Jennifer has held various management positions in investments, global custody, and international banking.

Marcia S. Wagner

Attorney

THE WAGNER LAW GROUP

Marcia S. Wagner is a specialist in pension, employee benefits and executive compensation. Ms. Wagner is recognized as an expert in a variety of employee benefits issues and executive compensation matters, including qualified and non-qualified retirement plans, and welfare benefit arrangements. For information regarding The Wagner Law Group, please visit www.erisa-lawyers.com. A summa cum laude graduate of Cornell University and Harvard Law School, Ms. Wagner has practiced for 22 years. Ms. Wagner is a frequent lecturer and has authored several books and numerous articles. 401(k) Wire has listed her as 100 most influential in the pension industry, and Ms. Wagner is a member of the IRS Advisory Committee on Tax Exempt and Government Entities, and was recently inducted as a Fellow of the American College of Employee Benefits Counsel.