Venue
New York, NY

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Event Date Thu Oct 6 EDT (about 2 years ago)
Location New York, NY
Region Americas
Details

IRI is hosting a symposium that is focused on the unique perspectives and needs of asset managers. During this half-day, in-person symposium, industry leaders will discuss the unique dynamics of insurer-asset manager partnerships and there will be dedicated time for asset manager companies to discuss the challenges and opportunities that impact their firms broadly.

Speakers

2022 Speakers

MODERATOR:

Colleen Tycz
Senior Vice President, Head of Retirement & Insurance Strategic Accounts, Franklin Templeton

Igor Zamkovsky
Director, BlackRock

Joe Schultz
Senior Vice President & Chief Client Officer, American Century

Frank O’Connor
Vice President, Research, Insured Retirement Institute

SPEAKERS:

Wayne Chopus
President & CEO, Insured Retirement Institute

Michael Hart
Managing Director, Insurance Services, AllianceBernstein

Mark Hackett
CFA, CMT, Chief of Investment Research, Nationwide

Jeff Lorenzen
CFA, Chief Risk Officer, American Equity Life

Alex Zeng
PhD, CFA, CAIA, Managing Director & Head of Capital Markets, Lincoln Financial Group

Jim Moody
Assistant Vice President, Training & Business Development, Symetra

Elizabeth M. Smith
CRPC®, Vice President, Financial Advisor, Wealth Management,
Morgan Stanley

John Thompson
Senior Portfolio Strategist, PGIM Quantitative Solutions\

Tim Munsie
Head of IPA (RIA, Platforms, Advisory), Platform Distribution & Planning, Jackson

Daniel Soo
ChFC®, Wealth Management Advisor, TIAA

Tamiko Toland
Managing Director, Head of Lifetime Income Strategy & Market Intelligence, TIAA