Industry Innovation Awards

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Asset Owners Finalists

Asset Management/Servicing Finalists

NextGen of the Year Finalists

Asset Owners Finalists

Public Defined Benefit Funds $100 Billion and Above

  • C. William Cary (Employees’ Retirement System of Georgia (ERSGA) and Teachers Retirement System of Georgia (TRSGA)
  • Edwin Denson (State of Wisconsin Investment Board (SWIB)
  • Paul Greff (Ohio Public Employees Retirement System (OPERS)
  • Mansco Perry III (Minnesota State Board of Investment (SBI) Winner
  • Anastasia Titarchuk (New York State Common Retirement Fund)
  • Allyson Tucker (Washington State Investment Board (WSIB)
  • Eduard van Gelderen (Public Sector Pension Investment Board (PSP Investments)

Public Defined Benefit Funds From $21 Billion to $99 Billion

  • Scott Davis (Indiana Public Retirement System (INPRS)
  • Ray Joseph (Los Angeles Fire and Police Pensions (LAFPP)
  • Barry Kenneth (Pension Protection Fund (PPF)
  • Amy McGarrity (Colorado Public Employees’ Retirement Association (PERA)
  • Molly Murphy (Orange County Employees Retirement System (OCERS) Winner
  • Andrew Palmer (Maryland State Retirement and Pension System (MSRA)

Public Defined Benefit Funds Below $21 Billion

  • Jeb Burns (Municipal Employees’ Retirement System (MERS) of Michigan) Winner
  • Farouki Majeed (School Employees Retirement System of Ohio (SERS)
  • Katherine Molnar (Fairfax County Police Officers Retirement System Public Pension)
  • Andrew Spellar (Fairfax County Retirement Systems)
  • Kristin Varela (interm) (Public Employees Retirement Association of New Mexico (PERA)
  • Jeremy Wolfson (Los Angeles Department of Water and Power (LADWP)

Sovereign Wealth Funds

  • Jeffrey Jaensubhakij (GIC)
  • Abdiel Santiago (Fondo de Ahorro Panama)
  • Ruchit Shah (Texas Treasury Safekeeping Trust Company)
  • Robert “Vince” Smith (New Mexico State Investment Council (NMSIC) Winner
  • B. Holland Timmins (Texas Permanent School Fund)

Corporate Defined Benefit Plans Above $20 Billion

  • Douglas Brown (Exelon)
  • Harshal Chaudhari (General Electric (GE)
  • Laurence Fulton (Verizon Investment Management Corporation (VIMCO)
  • Jeff Lewis (FedEx) Winner
  • Jeff Pickett (Stellantis N.V.
  • Valerie Sill (DuPont Capital Management

Corporate Defined Benefit Plans Below $20 Billion

  • Kathleen Lutito (CenturyLink Investment Management)
  • Ian McKnight (Royal Mail)
  • Thomas Mucha (Eastman Kodak) Winner
  • Elena Parrino (Altria)
  • Dekia Scott (Southern Company)

Corporate Defined Contribution Plans

  • Angie Buk (3M Investment Management Corporation)
  • Jeanmarie Grisi (Nokia)
  • Kathleen Lutito (CenturyLink Investment Management) Winner
  • Andy Ward (Boeing)

Health Care Plans

  • Jason Klein (Memorial Sloan Kettering)
  • Alyssa Rieder (CommonSpirit Health) Winner
  • Philip Rotner (Boston Children’s Hospital)
  • Stefan Strein (Cleveland Clinic)
  • J.C. Stilley (University of Pittsburgh Medical Center (UPMC)

Most Collaborative

  • Tim Corbett Massachusetts Mutual
  • Walter Kress EY Winner
  • Jinwen Chen, Jeff Smith and Ryan Dotson Smithsonian Institution, working with Digital Asset Roundtable
  • “State of California CIOs” including the state and city consortium of CIOs
  • “Health Care Posse” Health care CIOs including Donna Snider at Hackensack Meridian Health, Syed Haque at Novant Health, and some 25 others

Risk Management

  • Harshal Chaudhari General Electric (GE)
  • Edwin Denson State of Wisconsin Investment Board (SWIB)
  • Jonathan Glidden Delta Air Lines Winner
  • Jonathan Grabel Los Angeles County Employees Retirement Association (LACERA)
  • Bob Hunkeler International Paper
  • Doug Brown Exelon

Endowments

  • Seth Alexander Massachusetts Institute of Technology (MIT) Winner
  • Collette Chilton Williams College
  • Jane Dietze Brown University
  • Kathleen Jacobs New York University (NYU)
  • Meredith Jenkins Trinity Church Wall Street
  • Anne Martin Wesleyan University
  • Scott Richland California Institute of Technology (Caltech)
  • Scott Wilson Washington University in St. Louis

Foundations

  • Rukaiyah Adams Meyer Memorial Trust
  • Sam Gallo University System of Maryland (USM) Foundation
  • K.C. (McClelland) Krieger Eli Broad’s Family Office and the Broad Foundations
  • Chun Lai The Rockefeller Foundation
  • Ana Marshall The William and Flora Hewlett Foundation
  • Nick Moakes The Wellcome Trust
  • Carlos Rangel W.K. Kellogg Foundation
  • Kim Sargent The David and Lucile Packard Foundation Winner

Efforts in Diversity

  • Cheryl Alston Employees’ Retirement Fund of the City of Dallas (ERF) Winner
  • Robin Diamonte Raytheon Technologies
  • Elizabeth Hewitt The Alfred P. Sloan Foundation
  • Eric Doppstadt Ford Foundation
  • Carlos Rangel W.K. Kellogg Foundation
  • Anastasia Titarchuk New York State Common Retirement Fund
  • Juan Martinez Knight Foundation

Efforts in ESG

  • Christopher Ailman California State Teachers’ Retirement System (CalSTRS) Winner
  • Jonathan Grabel Los Angeles County Employees Retirement Association (LACERA)
  • Tom Joy Church of England
  • Michael Larson Bill and Melinda Gates Foundation
  • David Lee Chan Zuckerberg Initiative
  • Geraldine Leegwater PGGM
  • Elizabeth McGeveran McKnight Foundation

Asset Management/Servicing Finalists

Consultant of the Year

  • Celia Dallas Cambridge Associates
  • Allan Emkin Meketa Investment Group
  • Russ Ivinjack Aon
  • Taylor Mammen RCLCO Fund Advisors (RFA)
  • Heidi Poon Aksia Winner

Liability-Driven Investing (LDI)

  • Goldman Sachs Asset Management
  • Insight Investment
  • NISA Investment Advisors
  • PIMCO
  • Wellington Management
  • Western Asset Management Company

OCIO

  • Bank of America
  • Goldman Sachs
  • Investment Office Resources
  • PNC Institutional Asset Management
  • State Street Global Advisors (SSGA)
  • Vanguard

Defined Contribution Plans

  • Albourne
  • BlackRock
  • Empower
  • J.P. Morgan
  • T. Rowe Price

Diversity

  • Goldman Sachs
  • KKR
  • Alisa Mall, Foresite Capital
  • Northern Trust
  • Nuveen
  • Xponance

ESG

  • Aetos Alternatives Management
  • BlackRock
  • DoubleLine
  • KKR
  • Scientific Beta
  • TOBAM
  • TPG

Corporate Strategies

  • BlackRock
  • Columbia Threadneedle
  • John Hancock
  • Legal & General
  • NISA Investment Advisors
  • PIMCO
  • Starboard Capital Partners

Data and Technology

  • Aladdin
  • Albourne
  • Backstop Solutions Group
  • DiligenceVault
  • Empower
  • Moody’s PFaroe
  • MSCI
  • Solovis

Emerging Markets

  • Acadian Emerging Markets
  • AllianceBernstein
  • Asia Alternatives
  • Channing Global Advisors
  • Lazard
  • Man Numeric
  • State Street Global Advisors (SSGA)

Public Fixed Income

  • Fidelity (Pyramis Group)
  • Goldman Sachs
  • Income Research + Management (IR+M) in Boston
  • Legal & General
  • Neuberger Berman
  • Prudential
  • Pugh Capital Management

Hedge Funds

  • Banner Asset Management
  • Balyasny Asset Management (BAM)
  • Heard Capital
  • Lone Peak Partners Management
  • PAAMCO Prisma
  • Stable Asset Management
  • Standard General
  • Starboard Capital Partners

Multi Assets

  • BlackRock
  • J.P. Morgan
  • Kepos Capital
  • PGIM – Institutional Plans
  • PIMCO
  • RockCreek

Private Credit

  • Abax Global Capital
  • AlbaCore Capital Group
  • Canvas Capital
  • Kerberos Capital Management
  • MGG Investment Group
  • Napier Park Global Capital

Private Equity

  • Balderton Capital
  • Blackstone
  • Cullen Group
  • Dyal Capital Partners (a subsidiary of Neuberger Berman)
  • K1 Investment Management
  • RedBird Capital Partners
  • Silicon Valley Capital Partners

Public Equity

  • Acadian Asset Management
  • American Funds
  • Baillie Gifford
  • EARNEST Partners
  • Frontier Asset Management
  • T. Rowe Price
  • Vontobel Asset Management

Real Assets

  • AEW
  • Apollo Aviation Group
  • Blackstone
  • Cohen & Steers
  • Global Infrastructure Partners (GIP)
  • Grain Management
  • Primary Wave Investment Management

Transition Management

  • Abel Noser
  • BTIG
  • Citigroup
  • Macquarie Group
  • Northern Trust Asset Management
  • Parametric Portfolio Associates
  • Pavilion Global Markets

NextGen of the Year Finalists

NextGen

  • Alex Ambroz Director, Cleveland Clinic Investment Office
  • Evril Clayton Jr. Deputy Director of Global Equity, New York State Common Retirement Fund Winner
  • Lauren Jacobson Managing Director, Columbia Investment Management Company
  • Jason Rector Managing Analyst, State of Wisconsin Investment Board (SWIB)
  • Samantha Foster Managing Director, University of Southern California Endowment

Contact Information

Sponsorship Information

Rob Reif (212) 217-6906

General Information

Carol Popkins (203) 461-0985