2021 Featured Speakers

Presented in alphabetical order.

Workers’ Capital Panel

Sarah Bernstein
Meketa Investment Group

Sarah has nearly 20 years of experience as an institutional investment consultant who is focused on ESG and sustainability issues. She joined the Meketa Investment Group in 2019 as part of the merger between Meketa and Pension Consulting Alliance (PCA). Prior to joining PCA in 2002, Sarah was an equity analyst with several Wall Street firms, including Kaufman Bros., First Union Capital Markets Corp., and U.S. Bancorp Piper Jaffray.

Nikita Singhal
Lazard Asset Management

Nikita is the co-head of Sustainable Investment & ESG at Lazard Asset Management. She oversees the firm’s Sustainable Investment & ESG integration strategy. She works closely with analysts and portfolio managers to enhance their investment processes and on launching new strategies. She co-chairs the firm’s ESG Steering Committee and sits on the firm’s Stewardship and Proxy Voting Committees. Nikita also leads client engagement and thought leadership on ESG topics.

Legislative, Actuarial, DB Overview Panel

Dan Doonan
National Institute on Retirement Security

Dan is executive director of the National Institute on Retirement Security, an organization dedicated to strategic planning of retirement research and education initiatives. Dan is co-author of Characteristics of Large Public Education Pension Plans, a detailed report considered to be a definitive resource of information about large public education retirement plans. He has more than 20 years of experience as a mathematical statistician, research director and labor economist.

Hank Kim

Hank is executive director and counsel for the National Conference on Public Employee Retirement Systems (NCPERS), the largest public trade association in the United States. Prior to joining NCPERS, Hank served for six years as a governmental affairs representative for an international public-sector union, working on benefits, appropriations, homeland security and health care issues.

Jason Russell
The Segal Group

Jason is a senior vice president and actuary who serves as the Retirement Practice Leader for Segal’s East Region. Based in Washington, D.C., he has more than 20 years of actuarial and consulting experience working with multiemployer and single-employer retirement plans. He plays a leading role in assisting multiemployer pension plans across the country in navigating complicated situations. These situations include restructuring distressed plans, implementing alternative plan designs to ensure sustainability, exploring legislative solutions, and seeking assistance from the Pension Benefit Guaranty Corporation (PBGC).

Michael Scott

Michael is the Executive Director for the National Coordinating Committee for Multiemployer Plans (NCCMP). He has broad investment banking, advisory and public policy experience from serving in senior positions in the U.S. government and the private sector. Prior to NCCMP, he ran his own advisory business where he advised clients on federal credit, infrastructure, federal budget issues, public-private solutions, legislation and regulations, as well as GSE and housing finance reform. At U.S. Department of the Treasury, Mr. Scott was responsible for federal credit, federal and private sector restructurings, privatizations, infrastructure finance, and government financial policy.

Trustees Panel

Sharon Hendricks

Sharon is board vice chair for the California State Teachers’ Retirement System (CalSTRS), as well as a communication studies instructor for the past 15 years at Los Angeles City College. She was elected to the CalSTRS retirement board in 2011. Sharon also serves faculty as Treasurer and Retirement Liaison for the 5,000 full and part-time faculty members of the Los Angeles College Faculty Guild, AFT 1521.

Henry Jones

Henry is serving his fourth term on the CalPERS Board of Administration and his second one-year term as president. Prior to being elected president, he served three years as vice president of the board. He retired in 1998 from the Los Angeles Unified School District (LAUSD) — the second largest in the nation. As chief financial officer, he oversaw LAUSD’s $7 billion annual budget. He also headed the district’s Annuity Reserve Fund Board overseeing the pension fund for 7,000 schoolteachers and administrators.

Matthew Kimbrough

Matt has a 45 year career as a performer and has been in union service for 24 years. He served briefly on the SAG Board from 1998 through 2000, before being elected to both the AFTRA National and Los Angeles Local Boards from 2000 through 2012. He is a trustee to both the SAG-AFTRA Health and AFTRA Retirement plans and serves as treasurer for the SAG-AFTRA Federal Credit Union. He has worked extensively in films, television and theater all over the country.

Jim Maloney
IPPFA-Illinois Public Pension Fund Association

Jim is a trustee for the Chicago Policemen’s Annuity and Benefit Fund. He served as Chairman of the Investment Committee and also as Acting CIO. Jim retired from the Chicago Police Department as a Lieutenant assigned to the Detective Division after more than 35 years. He also serves on the Board of Directors for the Illinois Public Pension Fund Association (IPPFA).

Guy Pinkman
Lincoln Police and Fire Pension/PBGC Advisory Board

Guy is a trustee for the City of Lincoln Police and Fire Pension Plan Investment Board in Lincoln, Nebraska. In addition, he was a captain/paramedic with the Lincoln Fire and Rescue Department for over 30 years. He is a two-time Presidential appointee to the Pension Benefit Guaranty Corporation (PBGC). He has completed studies in finance worldwide, including China’s monetary system.

Investment Panel

David Blumenstein
The Segal Group

David is president and CEO of The Segal Group, a consulting firm with 26 offices through the United States and Canada. As someone who is passionate about and energized by the work Segal does, he continues to serve as the lead consultant to several major clients. Throughout his career, David has held many titles, but only one job: contributing to the success of the firm’s clients. Prior to joining Segal, David worked for a major insurance company focusing in all areas of employee benefits.

Jeff Cherry
Conscious Venture Partners, LLC

Jeff Cherry is the Founder/Executive Director of Conscious Venture Lab and Managing Partner of Conscious Venture Partners, a Baltimore based startup studio, accelerator and venture capital fund. At Conscious Venture Partners, Jeff and his team act as a bridge between under-served founders and the resources they are so often denied. He was named a Baltimore Business Journal Tech 10 awardee in 2018 and in 2019 the Conscious Venture Lab was named one of the world’s 10 greatest social impact accelerators.

Carl Mastroianni
Insight Investment

Carl is a Senior Product Specialist for Insight Investment. He joined the company is 2005. His responsibilities include covering fixed income, currency and multi-asset strategies for the North American region, as well as being responsible for the client management activities serving as the primary interface between Insight and active management clients in North America. He previously served as Vice President and Client Service Officer/Portfolio Manager in JPMorgan’s fiduciary manager-of-managers’ business for institutional clients.

Greg Tarpinian
EnTrust Global

Greg is senior managing director and head of North American business development for EnTrust Global, a $20 billion alternative asset manager based in New York City. Greg joined the firm in October 2008 as a Senior Advisor. He has been a strategic and economic consultant to labor, governmental and other organizations for more than 30 years, and served on many private and governmental economic advisory boards.

Consultants Panel

Steve Charlton

Steve is director of consulting services at NEPC. He provides strategic leadership in multiple areas at NEPC, including design and strategic direction for NEPC’s Discretionary OCIO business. Prior to his current role, Steve was the head of NEPC’s overall client-facing consulting business for four years and the head of one of NEPC’s major business lines for more than 10 years.

Patrick Kuhner
Alan Biller & Associates

Patrick is a senior consultant at Alan Biller & Associates. He has extensive experience working with sovereign wealth funds, Taft-Hartley clients and institutional pension plans. Prior to Alan Biller, Patrick was head of the Pan Asia region for AXA Rosenberg operating out of Singapore. Patrick also brings a deep technical understanding of asset management, portfolio management and investment advisory services.

Steve McCourt
Meketa Investment Group

Steve is managing principal of Meketa Investment Group. He serves as lead consultant for several institutional funds with public, Taft-Hartley, endowment, non-profit and corporate plan sponsors. He also leads the firm’s Global Macroeconomic Working Group. He sits on the steering committee of the University of California, San Diego Economics Roundtable.

Tim McCusker

Tim is chief investment officer at NEPC, where he oversees investment research and strategy development. In 2015, he topped CIO magazine’s rankings of the world’s most influential investment consultants, and in 2016 he was listed again by the magazine as one of the world’s most influential investment consultants. Tim earned his B.A. in mathematics from Colgate University.

Annie Taylor

Annie is a managing director and senior consultant with Verus. She is Taft-Hartley specialist with more than 18 years of experience consulting to defined-benefit, defined-contribution and health & welfare trust funds in both non-discretionary and OCIO roles. A shareholder of the firm since 2009, Annie is a member of the management committee and the OCIO investment committee. She chairs Verus’ Taft-Hartley sector team and assists with business development.

Nick Trella
Segal Marco Advisors

Nick is a senior vice president in Segal Marco Advisors’ Chicago office. He works directly with clients, leading them on investment decisions related to their pension, health & welfare, defined contribution, VEBA and other miscellaneous investment portfolios. Nick concentrates his efforts on portfolio asset allocation, risk and liquidity management, quantitative portfolio analysis and trustee investment education. He focuses on client relationships with a specialty in the Taft-Hartley and endowment marketplace.

Highlights from the 2021 Crystal Globe Awards & Summit