September 16-17, 2020 | Virtual Conference

Presenters

We are working to bring you industry-relevant topics from experts around the globe. As User Conference presenters get confirmed, they will be added below.

Presenters

Ann Battle

Head of Benchmark Reform
ISDA
Bio

Ann M. Battle is Head of Benchmark Reform at ISDA where she leads ISDA’s global efforts related to the transition away from LIBOR and other benchmark reform initiatives. Ann represents ISDA on the Alternative Reference Rates Committee (ARRC) and the Interest Rate Benchmark Reform Subcommittee of the CFTC Market Risk Advisory Committee. She also leads ISDA’s global work with the FSB Official Sector Steering Group (OSSG) to implement more robust fallbacks for derivative contracts. At ISDA Ann also covers derivatives clearing and CCP-related issues, bank resolution, and netting and collateral opinions for cleared and uncleared derivatives. 

Prior to joining ISDA, she was a counsel in the Legal Division, Complex Financial Institutions Section of the Federal Deposit Insurance Corporation (FDIC). Her work at the FDIC focused on resolution of systemically important financial institutions and, specifically, on domestic and cross-border issues related to derivatives and financial market infrastructures. Prior to joining the FDIC, Ms. Battle was an attorney with the law firm of Sutherland Asbill & Brennan LLP in Washington, DC, where her practice focused on derivatives and structured products (including regulation of such products), secured and unsecured lending, and capital markets transactions. 

Ms. Battle received her undergraduate B.S. Business Management from Georgia Tech and her J.D. from William & Mary Law School.

LIBOR Transition
Thursday, Sept. 17, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Justin Banulski, CPA

    Vice President
    Nassau Asset Management
    Bio

    Justin Banulski is Vice President of Nassau Asset Management and is responsible for investment operations and accounting.  He joined The Phoenix Companies in 2015 to head investment accounting, prior to the 2016 acquisition by Nassau, and later led the development of Nassau’s asset management operations group.

    Before joining Nassau, Mr. Banulski was a senior manager at Deloitte where he began his career in the audit practice in 2003 and led numerous audits and other engagements focused on the insurance industry.

    Mr. Banulski holds a bachelor’s degree in accounting from the University of Connecticut and is a Certified Public Accountant.

    Estienne Coetzee, CPA

    Senior Investment Accountant
    Sompo International Holdings Ltd.
    Bio

    Estienne joined Sompo International Holdings Ltd. (previously Endurance Specialty Holdings Ltd.) as a consultant and then an employee in June 2016 and currently holds the position of Senior Investment Accountant. Estienne is responsible for managing Sompo International’s global investment accounting and reporting. In addition, she lead the initial implementation of Clearwater at Sompo International and holds a key role currently in the integration of Sompo International’s growing worldwide operations within Clearwater. Previously, she held various audit roles with Deloitte in Chicago, Illinois. Estienne is a Certified Public Accountant and holds a Bachelor of Business Administration.

    Leveraging Clearwater to Address Global Complexity
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT

    Kevin R. Coffin, CIPM

    Managing Director
    Meradia
    Bio

    Kevin R. Coffin, CIPM is a Managing Director at Meradia with 28 years of expertise providing front-to-back office investment systems solutions for investment management, pension fund and insurance companies. He is an investment management operations transformation expert in investment accounting, data governance and management, performance measurement and reporting platforms. Kevin has in-depth experience with operations and investment accounting procedures for a broad range of investment securities including alternatives, derivatives and fixed income processing. He has successfully managed numerous large, complex IBOR, EDM, ABOR, and performance measurement systems related projects.

    The Evolution of SaaS and What It Means to You
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Seth Flory

    Global Product Leader
    Ernst & Young, LLP
    Bio

    Seth is the Global Product Leader for EY’s Nexus for Insurance platform. With more than 20 years of experience serving the financial services industry, and having led large, core, digital 
    transformations for one of the largest carriers in the US, most recently, his focus was on emerging technologies, strategy and innovation.

    Previously, Seth led the initial launch of a more than $1 billion strategic partnership opportunity between a US carrier and global auto manufacturer. He also led the implementation of the carrier’s first presence on a partner’s digital ecosystem. In addition, Seth led the overall implementation of Guidewire ClaimCenter, Guidewire PolicyCenter for $12 billion in personal lines, and other digital tools. He also served as an enterprise portfolio manager responsible for $450 million in discretionary spending.

    Panel: State of Insurance
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Christopher Franta, CFA

    VP and Director - US Fixed Income Product Management
    Franklin Templeton
    Bio

    Christopher Franta is vice president and director for the US Product Management team which includes the US Taxable and Tax-Exempt Fixed Income Strategies at Franklin Templeton Investments. Mr. Franta has over fifteen years of experience in the investment industry.

    Prior to joining the Franklin Templeton in 2010, Mr. Franta worked at PIMCO, where he most recently served as a product specialist responsible for developing and servicing the municipal, short-duration, and income-oriented fixed income products.

    Mr. Franta holds a bachelor's degree in finance from the University of Arizona. He is a Chartered Financial Analyst (CFA) charterholder and holds FINRA Series 3, 7 and Series 66 licenses.

    LIBOR Transition
    Thursday, Sept. 17, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Noel Friedman, CFA

    Executive Director, Business Manager, ESG Research Products
    MSCI
    Bio

    Noel is the Manager for ESG Ratings at MSCI, Inc., where he manages product and business development as well as the overall strategy for the business.  Noel also manages all ESG products for the Americas. Prior to joining MSCI, Mr. Friedman was the Global Head of Business Development for RiskMetrics ESG Analytics and Managing Director for Research Products at KLD Research & Analytics.

    Since joining MSCI via KLD in 1998, Noel Friedman served first as a research analyst and created KLD’s Client Services department, serving as its first manager. Mr. Friedman also co-founded KLD’s Research Products group, initially as a Product Manager.  He led the development of KLD Compliance into the industry standard for managing social restrictions in the separately managed accounts industry, which at the time of KLD’s acquisition, was the second largest and fastest growing research product at KLD. 

    Noel is currently a member of the Boston Security Analysts Society's (BSAS) Private Wealth Committee and the BSAS Sustainable Investment Conference committee.  Noel was formerly a member of the BSAS Equity committee.

    Noel is also a member of the Forum for Sustainable and Responsible Investment Education and Conference Committees.  Noel formerly served as a member and co-chair of the steering committee of the Social Investment Research Analyst Network (SIRAN). 

    Noel has a B.A. in Political Science from Boston University and has successfully completed the Chartered Financial Analyst program.

    ESG: Responsible Investing
    Thursday, Sept. 17, 3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Wheatley Garner

    Vice President
    J.P. Morgan Asset Management, Global Insurance Solutions
    Bio

    Wheatley Garner, vice president, is a member of J.P. Morgan Asset Management’s Global Insurance Solutions team. His role is to provide subject matter expertise and analysis on insurance regulation and global accounting standards that impact clients’ investment strategies and financial reporting requirements. He also oversees J.P. Morgan’s investment accounting outsourcing business, which complements the firm’s broader investment management solutions, and separately, is active with notable industry groups that help to improve the interaction between insurance regulators, standard-setters and insurance companies. Prior to joining J.P. Morgan, Wheatley was an accounting manager at AIG, where he oversaw the investment accounting division for the firm’s property & casualty operations in North America and holds a B.S. in Accounting from Kutztown University.

    IFRS 9
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Deborah Huppert

    Senior Vice President and Deputy CFO
    Arch Capital Services Inc.
    Bio

    Deborah Huppert is an experienced Senior Vice President and Deputy Chief Financial Officer of Arch Capital Services Inc., where she leads the Group’s financial reporting, accounting policy, investment accounting and FP&A teams. She was promoted from Senior Vice President and Global Head of Tax of Arch Capital Services Inc. in May 2019.

    Ms. Huppert joined Arch in 2003 from Trenwick Group Ltd., where she assumed the role of Vice President and Director of Tax. Prior to going “in-house” in the (re)insurance industry, she was a New York-based tax manager with the accounting firm Ernst & Young LLP. She is a New York State-licensed Certified Public Accountant and received her B.S. in Economics from the Wharton School of Business at the University of Pennsylvania.

    Panel: State of Insurance
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Matt Kelbick

    Executive Director
    JP Morgan Investment Management
    Bio

    Matt Kelbick, executive director at JP Morgan Investment Management, is an investment specialist for the Global Insurance Solutions Team.  Based in Columbus Ohio, he is responsible for communicating investment strategy, decisions, and performance to both clients and internal partners.  Matt was previously a fixed income analyst primarily responsible for following the broker/dealer and insurance industries, and before joining the firm in 1994, he was an accountant, a senior credit analyst, and a portfolio manager for money market mutual funds.  Matt holds a B.S. in accounting from the State University of New York at Brockport, and an M.B.A. in finance from Adelphi University, as well as a J.D. from Capital University. Matt is licensed to practice law in the states of New Jersey, New York, and Ohio.

    Panel: Insurer Investment Trends: The Fed, Protecting Income, and Current Events
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Patrick Lusk

    President and CEO
    Venerable Insurance and Annuity Company
    Bio

    Pat is President and CEO of Venerable Insurance and Annuity Company (VIAC), the operating company for Venerable. He assumed the role in 2018 upon the establishment of Venerable and led the organization through full operational separation from Voya Financial, Inc. (Voya), which divested substantially all its variable, fixed, and fixed indexed annuity business in conjunction with Venerable’s founding transaction. Pat previously served in a variety of roles for Voya, including Chief Actuary and Head of the Closed Block Variable Annuity segment. He chaired the Actuarial Committee of the American Council of Life Insurers from 2016-18 and served on the board of the Chief Actuaries Forum during his time with Voya. Prior to Voya, Pat worked at Merrill Lynch, Colonial Life & Accident, and several other insurance organizations. He received a BA, magna cum laude, in Mathematics from Vanderbilt University and currently serves on the Board of People’s Light, a professional theater company in Malvern, PA.

    Panel: State of Insurance
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Stephen McIntyre

    Managing Director - Head of Investment Accounting
    Global Atlantic Financial Group
    Bio

    Steve is currently Managing Director and Head of Investment Accounting at Global Atlantic responsible for all accounting and reporting on the invested assets portfolio. Steve joined Global Atlantic in January 2019. Steve has over 30 years of investment accounting/financial reporting experience. Prior to joining Global Atlantic, Steve held management roles as Deputy Controller – Head of Investment Accounting at AIG and Vice President Investment Accounting/Financial Reporting and Forecasting at the MONY Group. 

    Cynthia Meyn

    Special Advisor
    Reverence Capital Partners
    Bio

    Cynthia Meyn is the former Chief Operating Officer of Venerable Holdings, Inc., a newly formed private company that acquires and scales variable annuity blocks of business. Cynthia served in this role from January of 2018 to January of 2020. From 2008- December 2017, Cynthia served as Executive Vice President and head of Investment Operations at PIMCO. From 2006 – 2008, Cynthia served as Managing Director of North American Operations for Morgan Stanley Investment Management. From 2000 – 2006, Cynthia served as global co-director of Fixed Income and Derivatives Technology at AllianceBernstein. Before this, Cynthia held leadership roles as Managing Director of Global Fixed Income Technology at Cantor Fitzgerald; Chief Technology Officer and Chief Risk Officer at Mizuho Capital Markets; and Vice President of Derivatives Technology at Lehman Brothers. Cynthia started her career at Morgan Stanley in 1985 within both the Technology and Controllers & Accounting departments supporting the derivatives product business. Cynthia has 33 years of investment operations, technology and risk management leadership experience within financial services firms.

    Currently, Cynthia serves as a member of the Board of Directors of DUMAC, Inc., the Board of Visitors of Duke University Fuqua School of Business, the CUSIP Board of Trustees, and the Steering Committee of the Smith College Women’s Business Network. In early 2017, she completed a five-year term serving on the Board of Directors of the DTCC, and a six-year term serving on the Board of Managers of Omgeo. She also serves as Chairperson of the Backgammon Committee and on the Members Nominating Committee of the University Club of New York City.

    Cynthia earned her B.A. from Smith College and her MBA from Fuqua Duke University School of Business.

    LIBOR Transition
    Thursday, Sept. 17, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Eric Nilles, CPA, CAIA

    Divisional Vice President
    Health Care Service Corporation
    Bio

    Eric Nilles, CFA, CAIA, Divisional Vice President - Investments, Heath Care Service Corporation (HCSC), joined the firm in 2009.  HCSC is the parent company of Blue Cross/Blue Shield of Illinois, Texas, New Mexico, Oklahoma and Montana.  Eric’s current responsibilities include developing and executing investment strategy for HCSC’s investment portfolios.  In additional to areas of primary leadership, Eric frequently contributes to strategic initiatives supporting corporate finance, capital markets, and other business objectives. Previous experience at Chinatrust Capital, ABN AMRO Investment Management, and the Allstate Insurance Company spanned a range of industries, investment strategies, asset classes and risk tolerances. Eric earned his MBA from Northwestern University (Kellogg).

    Panel: Insurer Investment Trends: The Fed, Protecting Income, and Current Events
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Patrick O'Callaghan

    Global Head of Client Portfolio Management
    Goldman Sachs Asset Management
    Bio

    Pat is the Global Head of Client Portfolio Management with the Liquidity Solutions team at Goldman Sachs Asset Management (GSAM). He and his team work with GSAM’s third party, corporate, hedge fund, institutional and private wealth management teams, and their clients, across the globe to assist them with their liquidity management needs.

    Prior to becoming Client Portfolio Manager, Pat was a senior portfolio manager with the Liquidity Solutions team and was responsible for the investing and risk management functions for all of GSAM’s tax exempt and taxable US Dollar money market portfolios and separately managed accounts.

    Pat is also a member of the Investment Strategy Committee. He joined GSAM in July of 1997 as a member of the Liquidity Solutions Team. Pat started his career with Goldman Sachs in 1995 as an analyst for Goldman’s Short-term Interest Rate Trading and Sales Desks. Pat received a B.B.A. in Finance from Hofstra University, and received his M.B.A. from Fordham University.

    Panel: Treasury Today
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • Tony Pelafas

    Assistant Vice President
    CNA Financial
    Bio

    Tony leads the finance function within the investments department at CNA Financial, one of the largest U.S. Commercial Property and Casualty insurance companies.  His team’s responsibilities include oversight of investment income planning activities, performance reporting, portfolio analytics, investment modeling and management reporting deliverables for CNA’s $48b investment portfolio.  

    Tony began his career with CNA in 2008.  Prior to joining the investments department in 2015, he held several roles in the corporate financial services area, including roles in GAAP reporting, Statutory reporting and accounting roles for various lines of business.  He received a B.S. in accounting from DePaul University and has passed all three levels of the CFA program.

    The Evolution of SaaS and What It Means to You
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Carrie Rosorea, CPA

    EVP, Chief Accounting Officer
    Sompo International Holdings Ltd.
    Bio

    Carrie joined Sompo International Holdings Ltd. (previously Endurance Specialty Holdings Ltd.) in 2005 and currently holds the position of EVP, Chief Accounting Officer. Carrie is responsible for managing the Company’s group reporting, consolidation and global investment accounting. Carrie also serves as a director of Blue Capital Management Ltd. Prior to joining Sompo International, Carrie held a director of finance role at a San Francisco based private equity firm and various audit roles with Deloitte, both in the United States and Bermuda. Carrie is a Certified Public Accountant and holds a Bachelor of Science in Accounting.

    Leveraging Clearwater to Address Global Complexity
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT

    Allison Rossi

    Global Treasury Lead
    Square
    Bio

    Allison has spent the past 6 years scaling the Treasury team at Square to support the growth of the company. She manages all aspects of Treasury including Investments, Insurance, and Global Liquidity. Prior to joining Square, Allison was on the Treasury teams at Salesforce and URS Corporation.

    Panel: Treasury Today
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • Michael Scott, CTP

    Treasury Director
    Expedia Group
    Bio

    Michael is a Treasury Director at Expedia Group. His team oversees global cash management, investments and liquidity. Michael was previously the Assistant Treasurer at HomeAway, which was acquired by Expedia Group in 2015 and recently rebranded as Vrbo.  Before joining Expedia Group, Michael was at Dell, where he was responsible for foreign exchange risk management, led M&A activities and served as cash manager for the US and Europe. Michael received a B.B.A. in Finance from the University of Texas at Austin, and earned his M.B.A. from Rice University.

    Panel: Treasury Today
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • Justin Sims

    Senior Advisor, Cash Management
    ConocoPhillips
    Bio

    Justin began his career with ConocoPhillips in June 2007. In his time with the company, he has served in several different roles including credit, fixed asset accounting, as an Economist Planner for L48 Business Unit, and most recently as a Regional Coordinator in the Controllers organization. Additionally, he has had cross functional roles in Wellhead Scheduling and as a Gas Imbalance Settlement advisor. He currently serves as a Senior Advisor in the Treasury group focusing on reporting and investment compliance along with the investment policy / strategy for investing for the Treasury group. He also serves as the Lead Recruiter for Finance and Accounting at Texas Tech University.

    Justin graduated from New Mexico State University with degrees in Finance, Marketing, and German. He and his wife have a newborn baby boy and two dogs to keep them busy. If there is any free time not dedicated to diapers and naps, he enjoys being outdoors and staying active, along with participating in home brewing competitions.

    Jessica Siu

    Treasury Manager
    Dropbox
    Bio

    Jessica Siu is a Treasury Manager at Dropbox, overseeing investments, cash forecasting, and systems implementation. Since joining the team in 2018, she has worked on several projects, including Dropbox's share repurchase program, investment policy update, and ESG impact portfolio. Prior to Dropbox, Jessica was a Treasury Analyst at Columbia Sportswear, where she was responsible for FX risk management and capital markets. Jessica graduated from Cal Poly San Luis Obispo with a BS in Business Administration, Finance.

    Panel: Treasury Today
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • Greg Sweeney, CFA

    Chief Investment Officer
    Bell Institutional Investment Management
    Bio

    Greg has been managing investment portfolios for 34 years. His published strategies include pieces in Institutional Investor’s Bond Week, the Insurance and Finance Journal and the Wall Street Transcript. He has been named several times on Nelson’s/Thompson’s list of the World’s Best Money Managers and has been a featured speaker at various industry conferences. Greg Sweeney earned a BBA from the University of North Dakota in 1985 in finance and investment disciplines and has been a CFA charter holder since 1993.

    Greg is Chief Investment Officer at Bell Institutional Investment Management, where he has been since 1992, and is located in the Boise, Idaho, office. The Investment Division serves insurance companies, foundations, retirement and high net worth clients. Services include developing investment strategies, aligning investment strategy to investment policy guidelines, evaluating, implementing and managing investment portfolios, and providing leadership to portfolio managers and clients in the execution of investment policies and strategies. Greg demonstrates expertise in a variety of the field's concepts and practices including economics, trading, analysis, statistics, portfolio management & asset allocation. He relies on extensive experience and judgment to plan and accomplish goals and directly manages institutional portfolios.

    Prior to joining Bell, Greg was the internal investment manager for a group of insurance companies.

    Economic Outlook 2021
    Wednesday, Sept. 16, 3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Eric Tanaka, CFA, CPA

    Director, Financial Reserves Relationship Management
    Wellington Management
    Bio

    As associate director of the Americas Institutional Group (AIG), Eric helps oversee the firm’s efforts to serve and grow institutional client relationships in North and South America with public fund, corporate, insurance, endowment, foundation, and family office clients. Additionally, as director of the Financial Reserves Relationship Management Team, he has strategic oversight responsibility for our team, working with clients in various insurance markets including life, property and casualty, health, and other specialty insurers. Eric and his teams are responsible for assisting clients and their consultants with long-term investment strategy and policy issues, evaluating portfolio risks and performance, developing policy guidelines, and all aspects of client reporting and communication.

    Prior to joining Wellington Management, Eric spent four years at RVK as a senior consultant/principal responsible for leading the insurance practice as well as managing consultative relationships with insurance companies, public funds, and other corporate entities. Previously, he spent 17 years at Regence, a nonprofit health care company, in a variety of roles, but most recently as vice president and corporate treasurer overseeing the insurance reserves and retirement assets. 

    Eric earned his bachelor of arts in business administration with a concentration in finance from Western Washington University. He is a Certified Public Accountant and holds the Chartered Financial Analyst designation.

    Panel: State of Insurance
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Desiree Thibault, CPA

    Senior Manager in Corporate Accounting and Reporting
    Florida Blue
    Bio

    Desiree Thibault is a Senior Manager in Corporate Accounting and Reporting at Florida Blue. In this role, she is currently responsible for the month-end close and consolidation processes, certain aspects of GAAP and statutory reporting, and general ledger oversight. Her previous accountabilities include investment accounting, employee benefit accounting, audit coordination, bank reconciliation, and internal financial control and policy. While leading the investment accounting team, she also served as the project lead for the Clearwater implementation.

    Prior to joining Florida Blue, Desiree spent nearly seven years in public accounting with PricewaterhouseCoopers. As an audit manager, she was responsible for all aspects of the audit engagement from planning testing procedures to opining on the results.  

    She helped create and is active in the Chief Accounting Division’s charitable committee at Florida Blue. She is also a member of the American Institute of Certified Public Accountants.

    Desiree holds a Bachelor of Business Administration degree in Accounting and Information Systems as well as a Master of Business Administration from Georgia Southern University. She is a licensed Certified Public Accountant.  

    Deanne Woodring, CFA

    President/Senior Portfolio Advisor
    Government Portfolio Advisors
    Bio

    Ms. Woodring is a co-founder and principal of Government Portfolio Advisors and serves as President and Senior Portfolio Advisor. She is responsible for directly advising clients on all aspects of the portfolio management process, overseeing the management of the company, client relations and the strategic direction for investment holdings. She is responsible for managing over $12 billion in separate portfolios for public entities and consults on an additional $9 billion. Her clients include: cities, counties, water districts, power districts, university, and other public finance authorities. Assets under management include operating funds, reserve funds, project funds and bond proceeds. Ms. Woodring works in collaboration with clients to develop best practice procedures, increased accountability and the installation of transparent strategies. 

    Ms. Woodring graduated from the University of Oregon with a Bachelor of Science degree in Finance. She earned a Master’s of Business degree from the University of Washington. She holds the designation of Chartered Financial Analyst (CFA-1989) through the CFA Institute, and is a member of the Portland Society of Security Analysts. She holds her series 63 and 65 FINRA advisory licenses with GPA. Deanne has been an Investment Advisory Representative since 1995. 

    Ms. Woodring served two terms on GFOA’s Treasury & Investment Management committee and provides investment educational sessions industry workshops, including GFOA meetings, and a number of state finance organizations including Oregon Government Finance Officers Association, California Debt and Investment Advisory Commission, California Society of Municipal Finance Officers,  New Mexico Finance Officers Association and the Washington Finance Officers Association.

    GASB Government Funds
    Thursday, Sept. 17, 3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Clearwater Presenters

    Rebecca Beasley-Cockroft

    Chief of Staff
    Bio

    Rebecca is Chief of Staff to Clearwater’s Chief Technology Officer and is responsible for ensuring the success of the research and development organization. Previously, she managed a team of Product Owners that defines requirements for all development projects at Clearwater and was responsible for Clearwater's company roadmap. Before that, she worked on defining and prioritizing new features and enhancements related to Clearwater's security mater file data.

    Prior to joining Clearwater, Rebecca held several positions in program management for sustainable business development and entrepreneurship-focused organizations.

    Rebecca holds an AB in Mathematics and Spanish Literature from Dartmouth College.


     

    ESG: Responsible Investing
    Thursday, Sept. 17, 3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Emily Brawley, CPA

    Insurance Division Lead
    Bio

    Emily helps Clearwater insurance clients improve the efficiency and accuracy of their investment and accounting operations and processes, and ensures that they are optimizing their use of the Clearwater solution. Emily’s experience working closely with insurers gives her a unique view into their industry-related challenges, best practices, and trends. Prior to her role as the head of Clearwater’s insurance client servicing, Emily worked as both an account manager and team lead for a number of large and complex Clearwater insurance clients. She has extensive experience in asset types, multi-currency support with multiple exchange rate sources, upstream and downstream system integration, and complex accounting and close processes.

    Emily is a volunteer on the national level for the Insurance Accounting & Systems Association (IASA) and serves as a member on the e-Learning committee and membership committee. Emily also serves as the Strategic Chair of the e-Learning Committee for the 2017/2018 IASA year. Emily has spoken at several regional IASA conferences, and she is frequently sought after because of her accounting and insurance expertise. Emily recently made the short list for the Waters’ Women in Technology and Data Awards 2018.

    Emily is a certified public accountant and has a master’s in accountancy and a bachelor’s in accounting and finance from Gonzaga University. Outside of work, you can find Emily waterskiing or wakeboarding on one of Idaho’s lakes or reservoirs. She is a die-hard bulldog and continues to cheer on the Zags!

    Panel: State of Insurance
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Steve Doire, CFA, CPA, CPCU

    Strategic Platform and Client Advisor
    Bio

    Steve Doire is the founder of DCS Financial Consulting where he advises asset managers and insurers on a variety of financial and strategic matters. He is a Managing Partner of Insurance AUM Journal, the leading industry journal of insurance asset management. Further, Steve is affiliated with Izale Financial Group where he works with insurers to optimize capital, tax, and accounting efficiency on specialty investments.
     
    At Insurance AUM Journal, he is the architect of the website and creator of the first insurance asset manager survey that is digitally integrated into the site – and is currently implementing tools to enhance the interactive user experience.  He also is a frequent editorial contributor sharing his insights as a recognized industry leader.
     
    Prior to Insurance AUM Journal, Steve had a 20+ year career as a leader of Deutsche Asset Management’s insurance asset management group. There he helped grow the business from $20bn to $200bn+ in AUM including expansion into global markets.  He has led teams of over 60 professionals on multiple continents. While at Deutsche, his role included the insurance and accounting group where he oversaw the design and delivery of numerous custom reports as well as investment accounting services to clients. Steve also designed Deutsche’s insurance client web portal, pioneered book yield benchmarking, and designed and patented an analytical framework called dynamic book yield attribution.
     
    Earlier in his career, Steve was a finance and accounting professional for a national P&C insurer where he prepared management and Statutory financials and ran the company’s budgeting process. He also worked for a global accounting firm as an auditor where clients included financial institutions. Steve’s skills are many and include insurance, finance, accounting, technology, and of course investments. His extensive investment experience includes a wide array of public and private markets asset classes and vehicles. He has developed, designed, and implemented customized strategic investment programs for insurer general accounts considering all relevant factors including industry and peer trends, accounting and taxation, ALM, multi-asset modeling, regulation, rating agencies, solvency and customized reporting. 
     
    Steve holds a BA with high honors from Bryant University, and has earned CFA, CPA, and CPCU designations, the latter two with state and national honors. He lives in the greater Boston area.  

    Panel: Insurer Investment Trends: The Fed, Protecting Income, and Current Events
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Michael Freiman

    Global Head of Delivery
    Bio

    Michael is the Global Head of Delivery for Clearwater Analytics. He is chartered with building out a dedicated team of program managers and analysts to work on and deliver large scale implementations at Clearwater. Part of this build-out includes incorporating a consistent and standardized framework for all program managers to use as a baseline for their client implementations.

    Michael comes with over 30+ years of Delivery and Program Management experience working with Investment Banks and Insurance Companies.

    Michael has a Bachelor of Science in Business Administration from the University of Buffalo along with a MBA from Hofstra University.

    Rhead Hatch, CPA

    Product Owner, Accounting
    Bio

    Rhead ensures that Clearwater’s investment accounting module is up-to-date with current compliance requirements and maintains accounting basis guidelines. Rhead helps implement new accounting functions into the Clearwater system and assists developers with outlining new product enhancements.

    Rhead has been a part of the Clearwater team since 2006 and has worked directly with many Fortune 500 companies to integrate Clearwater’s accounting product into their processes.

    Rhead has a master’s in accounting with a specialty in tax and a bachelor’s in accounting from Boise State University. 

    Impairment Analysis: Leverage Clearwater Reporting from End-to-End
    Thursday, Sept. 17, 12:00 - 1:00 p.m. EDT

    Sam Hobbs, CPA

    Product Manager
    Clearwater Analytics
    Bio

    Sam ensures the Clearwater solution is in compliance with applicable regulatory guidelines. Since joining Clearwater in 2013, Sam has worked closely with industry experts, client services team leads, and the Clearwater development team to implement enhancements and new features to ensure the Clearwater system remains best-in-class.

    Prior to joining Clearwater, Sam was an audit manager at PwC in Atlanta. He worked closely with clients in the insurance, investment management, and real estate industries as a member of the financial services group.

    Sam is a certified public accountant and has a bachelor’s in accounting from Brigham Young University.

    Sam is an avid golfer. He especially enjoys the outdoors and spending time with his wife and four boys.

    IFRS 9
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Michael Hungerford

    Director of Implementation Programs
    Bio

    Michael is an experienced fintech professional with deep knowledge of investment accounting, compliance policy monitoring, performance measurement, and portfolio risk analytics. In his current role, Michael empowers top-performing teams of program managers, data migration specialists, investment reporting analysts, and subject matter experts to implement Clearwater’s SaaS solution for some of the largest corporations, insurers, and investment managers in the world. Client success is Michael’s number one priority, with shortening delivery timeframes and developing scalable processes as additional areas of focus.

    Michael has a bachelor’s degree in finance from the University of Idaho.

    The Clearwater School of Accounting and General Ledger Wizardry
    Wednesday, Sept. 16, 3:00 - 4:00 p.m. EDT

    Tom Lee

    Insurance Team Lead
    Bio

    Tom joined Clearwater in 2012 and is a Team Lead in the Client Services department. In this role, Tom heads up a team of reporting managers, analysts, and account managers and works with insurers of all sizes to ensure they get the most out of the Clearwater solution. During his time at Clearwater, Tom spent two years in the UK working with our Solvency II and Lloyd's insurers. Currently, he specializes in supporting our Bermuda-based insurers. When he's not busy solving investment reporting related problems, Tom is an avid traveler and enjoys music and comedy. 

    Tom has a bachelor's in accounting and finance from Boise State University. 

    Leveraging Clearwater to Address Global Complexity
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT

    Ryan Littleford

    Service Delivery Manager
    Bio

    Ryan has been with Clearwater since June 2018 and is a Service Delivery Manager in Clearwater’s Corporate Treasury division. In this role, Ryan oversees relationships with treasury and accounting teams from some of Clearwater’s corporate, government, trust, and foundation spaces. As a Service Delivery Manager, Ryan acts as the primary point of client contact and ensures client success through understanding the client’s business needs and helping to streamline processes.

    In his spare time, Ryan enjoys anything sports-related, especially basketball, and officiates high school basketball. 

    Ryan has a bachelor’s degree from Brigham Young University – Idaho in communication with minors in business management and Spanish.

    Clearwater University: Getting Started
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT

    Tom Lofton, CFA

    Principal Solutions Consultant
    Bio

    Tom Lofton brings more than 20 years of fixed-income investment experience to Clearwater in his role as principal solutions consultant. Having worked in a broad range of roles throughout his career, Tom has a well-rounded perspective to share with treasury teams and understands the unique challenges of public sector investing.

    Tom is a Chartered Financial Analyst and has a bachelor's degree in Accounting from the University of Alabama.

    GASB Government Funds
    Thursday, Sept. 17, 3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Cody Lott

    Treasury Solutions Expert
    Bio

    Cody Lott has worked for the past two years as a treasury solutions expert for Clearwater. Prior to his time at Clearwater, Cody worked for Micron Technology as a senior treasury analyst. During Cody’s time at Micron, the portfolio grew to $8 billion and then back down to $3 billion due to acquisitions. Cody managed a group of nine external asset managers at the height of the portfolio. He also assisted in the implementation of Kyriba (treasury management system), while at Micron

    Cody spends the majority of his free time in the Idaho outdoors with his wife, family, and friends. In addition to riding snowmobiles for pleasure, Cody also started an organization dedicated to keeping lands public called Sum+It Riders, and he serves on the board of the Idaho State Snowmobile Association. A personal goal of his is to ensure future generations have the opportunity to enjoy the back country.

    Cody has an MBA from Boise State University as well as degrees in accounting and finance.

    Panel: Treasury Today
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • Aaron Mason

    Insurance Solutions Specialist
    Bio

    Aaron has nearly three decades of financial reporting experience with an established record of executing complicated accounting projects and initiatives.

    Aaron spent 18 years at Arch Capital Services. During that time, he implemented and leveraged the Clearwater solution for investment accounting, reporting, and compliance in his role as Vice President of Finance Reporting and Consolidations. Aaron’s knowledge of investment accounting and reporting gives him the insight to help treasury teams modernize and improve their investment portfolio processes with Clearwater.

    Aaron holds a bachelor’s degree in accounting and finance from the University of Washington.

    Leveraging Clearwater to Address Global Complexity
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT

    Ashley Meyers

    Product Manager
    Clearwater Analytics
    Bio

    Ashley closely follows changing regulatory and accounting guidelines and works with Clearwater’s development teams to continuously update and enhance Clearwater’s accounting system to meet the evolving needs of global firms. 

    Ashley joined Clearwater in 2019 as an accounting software analyst before joining the product team this year. Prior to Clearwater, Ashley served as a tax consultant at PwC. 

    Ashley has a bachelor’s degree from Washington State University and a master’s in taxation from Gonzaga University. 

    LIBOR Transition
    Thursday, Sept. 17, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Len Randazzo

    Principal, Asset Management
    Clearwater Analytics
    Bio

    As Clearwater’s Asset Management Principal, Len is a leader of the asset management product and client strategies. As a staunch champion and thought leader of optimized technical architectures, best in class reporting and next generation analytics, Len works to position Clearwater’s asset management offering as vital for a seamless reporting foundation across physical and digital channels.

    With over 18 years of financial services experience and a deep asset management pedigree, Len has a deep understanding of the alpha management struggles rooted in complex regulatory, operational and technical structures. Most notable, Len was a Managing Director and Chief Operating Officer with J.P. Morgan’s, Bear Stearns’ and BNY’s Investment Management businesses.

    Len earned his B.A. in Economics from Montclair State University and his M.A. in Information Management from Stevens Institute of Technology.

    Economic Outlook 2021
    Wednesday, Sept. 16, 3:00 - 4:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Yana Sadouskaya

    Product Owner
    Bio

    Yana joined Clearwater in 2011 and currently serves as a part of Clearwater’s product management team with the primary focus on alternative investment accounting and reporting. Since she joined Clearwater, Yana gained experience integrating Clearwater’s solution with clients across different markets, and in the past 5 years she focused on helping insurance clients improve the efficiency and accuracy of their investment accounting processes. 

    Yana is from Belarus, and first moved to Idaho to earn her bachelor’s degree in Political Economy and Finance from the College of Idaho. 

    Impairment Analysis: Leverage Clearwater Reporting from End-to-End
    Thursday, Sept. 17, 12:00 - 1:00 p.m. EDT

    Ryan Sinfield

    General Ledger and Accounting Subject Matter Expert
    Bio

    Ryan is a General Ledger and Accounting subject matter expert for the Clearwater Global Delivery team. In his nine years at Clearwater, he has worked with the largest and most complex implementations building GL to match the client’s Charts of Accounts and Entry File Upload Specifications. He specializes in simplification and automation of the client’s month-end close process ensuring a smooth conversion to Clearwater for our client’s book of record accounting solution. Prior to being a member of the Global Delivery team, Ryan worked with Clearwater’s Client Services Team in multiple roles with both US and Foreign clients, especially when multiple accounting bases and multiple levels of consolidation are involved. 

    In his free time, Ryan enjoys woodworking and golfing. 

    The Clearwater School of Accounting and General Ledger Wizardry
    Wednesday, Sept. 16, 3:00 - 4:00 p.m. EDT

    Brian Slattery

    Director of Sales, Insurance
    Bio

    Brian Slattery has been with Clearwater since February 2011 and leads a team of insurance solution specialists. Together, they help prospective clients identify how to improve their approach to investment accounting and portfolio reporting. Brian possesses a strong understanding of prevalent market needs and has a successful track record helping many large insurers improve their overall investment portfolio processes. Over the years, Brian has worked with the leadership of multiple Fortune 500 companies to improve the efficiency of their operations and maintains extensive relationships with senior executives. Prior to Clearwater, Brian spent six years as the Vice President specializing in institutional accounts for Merrill Lynch and Morgan Stanley Private Wealth Management.

    Brian is a former Lieutenant Commander in the United States Navy Reserve and was Honorably discharged after 11 years of service. He graduated from the US Merchant Marine Academy at Kings Point, where he was a collegiate All-American football team captain. 

    Outside of work, Brian enjoys spending time with his wife and two children as they take part in as many outdoor activities as they can, travel around the world, and keep up with busy sports schedules.

    David Smith

    Vice President of Global Platform Engineering
    Bio

    David is the Vice President of Global Platform Engineering at Clearwater Analytics. In this role, he leads a global team responsible for the stability, scalability, and modernization of Clearwater’s SaaS platform. David is known as a visionary, energetic leader who builds and motivates high performing and highly engaged teams that consistently exceed expectations. With two decades of experience innovating the technology industry, David is helping build the Clearwater of tomorrow.

    Prior to joining Clearwater, David was Vice President of Product – Platforms at the independent investment advisor company, Financial Engines. His experience also includes First USA Bank and HP. David holds a BS in computer science from the University of Delaware and completed the Stanford Executive Program from the Stanford University Graduate School of Business.

    David resides in Idaho with his wife and four children and enjoys the outdoors year round. Outside of work David is passionate about driving STEM education and seeing more children get involved in engineering fields.

    The Evolution of SaaS and What It Means to You
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Richard Smith (Moderator)

    Director of Insurance Solutions
    Clearwater Analytics
    Bio

    Rick Smith has over 30 years experience working in the investment areas of leading insurance companies and providing consulting services to them. He is a proven leader, with a successful track record of leading investment middle and back offices through transformation change. He has successfully led many financial/investment technology initiatives.  

    Rick is a strategic thinker that is adept at leveraging technology in order to meet a variety of strategic business needs. Specific initiatives include implementing vendor developed software packages across a wide variety of asset classes, overseeing the development of investment Data Warehouses and Date Marts, converting portfolios acquired by insurers via mergers and developing general ledger or other system feeds.

    Previously, Rick held investment controllership roles at Athene, Liberty Mutual Insurance, Nationwide Insurance, Jefferson Pilot (now part of Lincoln Financial Group) and ReliaStar Financial (now part of Voya).

    Rick earned a Master of Business Administration in Finance from University Of North Carolina Greensboro as well as a Bachelor of Science Degree in Accounting from Metropolitan State University. 

    Panel: State of Insurance
    Wednesday, Sept. 16, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Lisa Stange, CFA (Moderator)

    Insurance Solutions and Services Advisor
    Clearwater Analytics
    Bio

    Lisa Stange, CFA, is Chairman of the Investment Board of Iowa Public Employees’ Retirement System. She is also on the board of CFA Society Iowa. Her past positions include chief investment officer of Homesteaders Life Company, chief investment officer and treasurer of EMC Insurance Companies and portfolio manager of multi-sector bond portfolios at Principal Financial Group. She is active in the Insurance Women’s Investment Network and the Des Moines Art Center. Ms. Stange has an M.B.A. and B.B.A. from the University of Iowa and a Registered Nursing degree from Clinton Community College. Her interests include downside risk management and pension security.  

    Panel: Insurer Investment Trends: The Fed, Protecting Income, and Current Events
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Laray Stoffels

    Solutions Consultant
    Bio

    Laray is a Solutions Consultant at Clearwater Analytics focusing on large partner relationships within the asset management space. In this role, Laray works with various members of Clearwater’s sales team to help provide solutions and best practices to prospective clients using the Clearwater system. 

    Laray has been with Clearwater since August 2017. She began her career at Clearwater as a Client Services analyst in the Investment Management space before moving to an Account Management position. Laray spent the last year as an Implementation Specialist managing the onboarding of asset managers and corporate clients in Clearwater’s Global Delivery division. The hands-on experience from both a client servicing and implementation perspective has provided Laray with the expertise needed to bring value during the sales process for prospective clients.

    Laray graduated from Boise State University with Bachelors of Business Administration degrees in finance and marketing.

    Portfolio Management Tools
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT

    Alex Strekel

    Director, Investment Management Solutions
    Bio

    Alex Strekel joined Clearwater in 2015 and leads a team of business development professionals who specialize is solving operational, accounting, and reporting challenges for asset managers. Alex and his team focus on the key trends impacting the markets and help managers find custom solutions that address both market- and firm-specific needs to provide scale, accelerated growth, and improved margins.

    Alex has more than 15 years of experience in financial services, allowing him to consult with all aspects of asset management operations. His career began in market data with Thomson Financial, transitioning to operations and trading with Fidelity; prior to Clearwater, he managed fixed-income portfolios at a Connecticut-based asset manager.

    Alex is a graduate of Bates College in Lewiston, Maine and lifelong Connecticut resident. He currently resides in Old Lyme, Connecticut with his wife, son, and daughter, along with their two cats. When not working, you can find him spending time with his young family, keeping active, or attempting his latest “home improvement” project.

    Portfolio Management Tools
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT

    Drew Vaden

    Strategic Client and Platform Advisement
    Clearwater Analytics
    Bio

    Drew provides a crucial perspective and knowledge set to Clearwater as the firm continues to build out its technology and services offering for its investment manager partners.

    Drew’s expertise, developed over more than 37 years at top-tier global institutions, has focused on the intersection of business operations and technology. In executive leadership roles at PIMCO, Nomura, and Morgan Stanley, Drew helped set the vision for the role of innovative technology in daily operations to support trading, client servicing, and reporting.

    Drew retired from PIMCO in 2017, where he was a Managing Director and CTO for five years. Prior to that he was CIO for the Americas at Nomura America Holdings, and CIO for Institutional Securities at Morgan Stanley, where he spent 29 years as a technologist, trader, and manager in both business and technology roles.

    Portfolio Management Tools
    Thursday, Sept. 17, 1:30 - 2:30 p.m. EDT

    Casey West

    Operations Delivery Lead
    Bio

    Casey West joined Clearwater in 2018 as a Client Services Analyst in the Investment Management division and now serves as one of the division’s Operations Delivery Leads. She facilitates team organization to ensure timely, accurate, and efficient operational delivery for clients while overseeing long-term projects and identifying areas for improvement. 

    Originally from northern Manitoba in Canada, Casey came to Boise after living in Quebec, England, and Vermont. In her free time, Casey enjoys snowboarding, baking & cooking, and tolerates mountain biking. Casey has a master’s degree in Economics from the University of Warwick in the UK and a bachelor of Commerce in Economics and Finance from McGill University in Montreal, QC.

    Clearwater Performance Calculations and Reporting
    Thursday, Sept. 17, 3:00 - 4:00 p.m. EDT

    Kyle Whatley

    Solutions Consultant, EMEA
    Bio

    Kyle joined Clearwater in 2015 as an alternative investment analyst in the software development department. He helped to further advance the Clearwater solution for alternative & derivative investments, then moved into operations to continue servicing those asset class as a subject matter expert. He is now serving the EMEA market as a solutions consultant, helping firms streamline their investment account and reporting processes for all asset classes. 

    Kyle is soon relocating to London, but until then he can be found fishing, hunting, snowboarding, or enjoying any of the other activities Idaho’s backcountry has to offer. 

    Kyle earned a B.S. in mathematics and statistics from the University of Idaho.

    LIBOR Transition
    Thursday, Sept. 17, 12:00 - 1:00 p.m. EDT
  • CPE CPE credit available at this session.
  • CTP/ CCM CTP/CCM credit available at this session.
  • Sofia Wilson

    Client Services Team Lead
    Bio

    Sofia Wilson joined Clearwater in 2018 as a Client Services Team Lead in the Corporate Treasury Division. Sofia leads a talented team of Service Delivery Managers and Analysts. Together they are responsible for supporting Clearwater’s west coast corporate relationships. Their first priority is client success, which they achieve through an unwavering focus on ensuring they have a thorough understanding of their clients’ needs. Partnering with clients, they streamline processes and solve complex reporting needs.

    Prior to joining Clearwater, Sofia held various roles in Operations, Compliance, and Credit Risk at Morgan Stanley and Goldman Sachs. 

    Sofia as bachelor’s degree in Economics from Arizona State University.  

    Clearwater University: Getting Started
    Wednesday, Sept. 16, 1:30 - 2:30 p.m. EDT

    Rachael Wright, CIPM

    Product Manager
    Clearwater Analytics
    Bio

    Rachael joined Clearwater in 2013 and serves as a Product Manager for Clearwater's performance measurement and reporting capabilities. She works with industry experts, Clearwater clients, client servicing representatives and development teams to ensure Clearwater’s performance and composites products meet the needs of the market.

    In her free time, Rachael loves being in Idaho's great outdoors. She also has a passion for music and teaches the violin. Rachael holds bachelor's degrees in both applied math and music performance from Boise State University and holds the Certificate in Investment Performance Measurement™ designation.

    Clearwater Performance Calculations and Reporting
    Thursday, Sept. 17, 3:00 - 4:00 p.m. EDT

    Our website uses cookies and forms for collecting data about our visitors and registered users. By clicking 'Agree and Close' you confirm that you have reviewed our Privacy Policy, and consent to the terms described.