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2026 IRI Asset Manager Symposium Registrants by Name

(View by organization)
* = SPEAKER

Number of Registrants: 80
Registrant Title Organization
Kara Adame Vice President, Government Affairs Protective Life Insurance Company
Matt Appenfelder EVP, Head of Annuity Business PIMCO
Matt Aurelia Relationship Manager Fidelity Investments
*Sean Baker Managing Director, Senior RM BlackRock
Brent Beardsley SVP, General Manager, Investment Advisory USAA - Life Company
Sarah Berry Vice President Goldman Sachs Asset Management
*David Blanchett Head of Retirement Research Prudential Financial
*Melissa Buccilli Director Capital Group Companies
Tom Callahan Strategic Relationship Manager Capital Group Companies
James Caparosa Director, Index Sales Insurance Solutions Nasdaq Insurance Index Solutions
Donelle Chisolm VP, Strategic Relationship Manager American Century Investments
*Wayne Chopus President & CEO Insured Retirement Institute
Jon Clement National Director Insurance Sales MFS Investment Management
Leanne Corbett Relationship Manager BlackRock
*Robert Crothers Head of Product Business Development TIAA
*Mike Eustic Head of US Insurance & Subadvisory Invesco
Cindy Feliconio Chief Administrative Officer Insured Retirement Institute
Kenneth Fitzsimons Annuity Product Manager UBS Financial Services Inc.
James Garrison VP, Annuity Product Management Bank of America
Sarah Garrity Head of Retail BlackRock
Scott Gaul President, Individual Retirement Prudential Financial
Dywane Hall Registered Principal LPL Financial
Mike Haney SVP - Chief Risk Officer Enterprise Risk Management MassMutual Ascend
Matthew Hansan SVP, Head of Business Development FIDx
*Scott Hawkins Managing Director, Head of Insurance Research Conning
*Daniel Herrick Vice President, Membership & Business Development Insured Retirement Institute
Anna Hildreth Vice President, Marketing & Events Insured Retirement Institute
*Daniel Hunt Managing Director Morgan Stanley Wealth Management
Christopher Hunter Managing Director Natixis Investment Managers
*Jordan Jackson SVP, Head of Insurance Solutions Raymond James Insurance Group
Gregory Jaeck Senior Director – Retirement Products Edward Jones
Robert Jameison SVP, Head of Insurance, DCIO & BD Investments Fidelity Investments
Shannan Johnson Executive Assistant Insured Retirement Institute
Michael Jordan Divisional Sales Manager Brighthouse Financial
Chris Kaufman Managing Director BlackRock
*Mike Kazanjian Head of Insurance Overlays FIDx
Talia Klein Head of Wealth & Investment Solutions DTCC (Depository Trust
Meredith Kroger Financial Advisor Edward Jones
Liz Lanahan Insurance Strategy & Partnerships SS&C Black Diamond Wealth Solutions
*Michael Lee Financial Planner Prudential Financial
*Emily LeMay MD, Co-Head Individual Markets Global Atlantic Financial Group
Jonathan Lepore Head of Retirement National Acounts & VA Distribution T. Rowe Price
Kevin Libby Director Global Atlantic Financial Group
Ryan Liberatore Head of Internal Sales - Retirement T. Rowe Price
Dana Lipperman Head of Product and Pricing MassMutual Ascend
Diana Lohrer National Accounts Relationship Manager JP Morgan Asset Management
Paul Lucas SVP, National Sales Manager PIMCO
Conor Lucey Internal Sales Manager MFS Investment Management
*Stefne Lynch VP, Product Management and Client Engagement Fidelity Insurance Agency
Richard Macari Head of Insurance Index Solutions Nasdaq Insurance Index Solutions

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