com m itt ee membership - The Money Management Institute
com m itt ee membership - The Money Management Institute
com m itt ee membership - The Money Management Institute
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
NEW COMMITTEES<br />
EDUCATIONAL OUTREACH C O M M I T T E E<br />
Serve as an industry resource by developing educational content and training programs to enhance the knowledge level of managed solutions industry<br />
professionals.<br />
Chair<br />
James Seuffert Pershing Managed Account Solutions 610-651-8807 jseuffert@pershing.<strong>com</strong><br />
EMERGING MANAGER COMMITTEE<br />
Provide an executive forum designed for managers that are new to managed solutions and are looking to enhance distribution and gain insight and perspective on<br />
the industry.<br />
Co-Chair<br />
Margaret Doherty Prudential Investments 973-367-1386 margaret.doherty@prudential.<strong>com</strong><br />
John McCareins Jr. Northern Trust Investments, N.A. 203-363-7476 jm62@ntrs.<strong>com</strong><br />
Denean Williams Cameron Capital <strong>Management</strong> 610-688-7711 dwilliams@cameroncap.<strong>com</strong><br />
MUTUAL FUND COMMITTEE<br />
Designed for investment managers to address issues unique to mutual fund offerings - limited to firms that do not currently offer separate account management.<br />
Chair<br />
D. Keith Sloane <strong>The</strong> Hartford 860-843-7473 d.keith.sloane@hartfordlife.<strong>com</strong><br />
RETIREMENT INCOME COMMITTEE<br />
Serve as an expert source to the Board of Governors on the new types of products, programs and platforms that will better serve the n<strong>ee</strong>ds of investors who are<br />
preparing for or are in retirement.<br />
Chair<br />
Jack Sharry <strong>The</strong> Phoenix Companies 860-403-6402 jack.sharry@phxinv.<strong>com</strong><br />
STRUCTURED AND EXCHANGE TRADED PRODUCTS COMMITTEE<br />
Monitor the developments in the ETF and ETN industry and address the inclusion of these products in managed solutions and how advisors can use them<br />
efficiently.<br />
Co-Chair<br />
Valerie Corradini Barclays Global Investors 415-402-4665 valerie.corradini@barclaysglobal.<strong>com</strong><br />
Anthony Rochte State Str<strong>ee</strong>t Global Advisors 617-664-2966 anthony_rochte@ssga.<strong>com</strong><br />
1140 Connecticut Avenue, NW, Suite 1040, Washington, DC 20036<br />
Phone: (202) 822-4949 Fax: (202) 822-5188 www.moneyinstitute.<strong>com</strong>