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2025 IRI Asset Manager Symposium Registrants by Name

(View by organization)
* = SPEAKER

Number of Registrants: 72
Registrant Title Organization
Jeff Aaron Strategic Partnership Director Franklin Templeton
James Adams Managing Director MFS Investment Management
Matt Aurelia Relationship Manager Fidelity Investments
Sarah Berry Vice President Goldman Sachs Asset Management
Kenneth Birk Product & Actuarial American Life & Security
Scott Bowers Chief Strategy and Distribution Officer FIDx
Melissa Buccilli Head of IR Insurance Capital Group Companies
John Burhoe Managing Director iCapital
James Caparosa Director, Index Sales Insurance Solutions Nasdaq Insurance Index Solutions
Jay Charles Managing Director, Head of Insurance Products LUMA Financial Technologies
*Johnna Chewning VP, Annuity Product Management Raymond James Insurance Group
Donelle Chisolm VP, Strategic Relationship Manager American Century Investments
*Wayne Chopus President & CEO Insured Retirement Institute
Michelle Colbert Vice President, Senior Strategic Account Manager Corebridge Financial
Leanne Corbett Senior Relationship Manager BlackRock
Hilary Corman Kirsch Head of Enterprise Sales State Street Investment Management
Alex Cribbes Vice President Goldman Sachs Asset Management
Meta Curry Head of Insurance Strategy State Street Global Advisors
*Katherine Dease Chief Technology & Innovation Officer Insured Retirement Institute
Chrissy Dunning Vice President, National Accounts Protective Life Insurance Company
Sekai Farai Senior Consultant User Experience Nationwide Financial
John Finnerty Relationship Manager - Global Strategic Accounts MFS Investment Management
Thomas Foley Financial Advisor Equitable Advisors, LLC
Sarah Garrity Head of Retail Insurance BlackRock
*Marci Green Managing Director, Head of Retail Insurance Goldman Sachs Asset Management
Dywane Hall Registered Principal LPL Financial
Elena Haman Retirement Product Director Protective Life Insurance Company
Brian Hanna SVP - Insurance AllianceBernstein
Calvin Harrelson Sr. Vice President, Insurance Senior Manager Capital Group Companies
Daniel Herrick Vice President, Membership & Business Development Insured Retirement Institute
Dan Hess Investment Funds Manager Delaware Life Marketing, LLC
*Anna Hildreth Vice President, Marketing & Events Insured Retirement Institute
Christopher Hunter Managing Director Natixis Investment Managers
Elizabeth Jaffe Sales Director Schroders Investment Management
Robert Jameison SVP, Head of Insurance, DCIO & BD Investments Fidelity Investments
Michael Kazanjian Chief Marketing Officer FIDx
Dan Klatzkin Head of Strategic Initiatives New York Life
Meredith Kroger Financial Advisor Edward Jones
Michael Lee Financial Planner Prudential Financial
Jonathan Lepore Head of Retirement National Acounts & VA Distribution T. Rowe Price
John Lindsay Strategic Account Director Franklin Templeton Distributors
Diana Lohrer Vice President JP Morgan Asset Management
Paul Lucas Senior Vice President & Account Manager PIMCO
Stefne Lynch VP, Product Management and Client Engagement Fidelity Insurance Agency
Richard Macari Head of Insurance Index Solutions Nasdaq Insurance Index Solutions
Scot MacDonald VP, Business Development and Integration Fidelity Insurance Agency
Ian Macduff Managing Director Natixis Investment Managers
Connor McGowan Vice President Goldman Sachs Asset Management
Shannon McVeigh Strategic Accounts Director Franklin Templeton Distributors
Christopher Moran Head of Insurance, US Schroders Investment Management

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