Jimmy Beloff
Senior Managing Director, Institutional Services, Intercontinental Real Estate

Jimmy is senior managing director of institutional services at Intercontinental Real Estate. He is responsible for developing and servicing Intercontinental’s client and consultant relationships with a primary focus on Taft-Hartley and Public funds. Jimmy has over 25 years of investment experience in both the Taft-Hartley and Public fund market and has previously been recognized as the Taft-Hartley U.S. Marketer of the Year.

Prior to joining Intercontinental, Jimmy worked as a marketer, client service contact, and consultant to institutional asset management firms, primarily in the Taft Hartley and Public Fund sector. Jimmy volunteers for a number of charities around the country.

Bea Bruske
President, Canadian Labour Congress

Bea was re-elected for a second term as President of the Canadian Labour Congress in May of 2023. She is a graduate of the University of Manitoba’s Labour Studies program.

Bea’s passion for the rights of working people was ignited in 1987 when she and her UFCW Local 832 co-workers held the line for 125 days. Since then, Bea has served workers and their families as an activist, workers’ advocate, negotiator, community organizer and labour leader.

Since her election, the labor movement has achieved great victories that improve the lives of working people in Canada.

Marcie Frost
CEO, CalPERS

Marcie Frost has been CEO of the California Public Employees’ Retirement System (CalPERS) since October 2016. She is the ninth CEO and second woman to head America’s largest public pension fund.

CalPERS administers a defined-benefit retirement system to more than 2 million California public sector workers and their families and is the nation’s second-largest purchaser of health care benefits, covering more than 1.5 million people.

Prior to joining CalPERS, Marcie spent 30 years as a public servant in Washington state, including 16 years in the pension industry, most recently as executive director of Washington state’s Department of Retirement Systems.

Featuring a special presentation:

Ed Smith
Former President and CEO, ULLICO

Ed Smith was president and CEO of ULLICO until his passing on January 3, 2024.

Ed was adamant ULLICO operate the right way. He urged his insurance team to, when in doubt, lean in favor of the claimant, arguing that as labor’s company, ULLICO should favor protecting union members. During his tenure, ULLICO enhanced its insurance program for union leaders and benefit plan trustees, and grew its union-supporting commercial real estate financing fund.

He was a featured speaker at the CORPaTH Summit in 2014 and a longtime supporter of CORPaTH’s mission to protect, promote and perpetuate defined-benefit pensions for workers around the world.

Dave Dugan

Dave is a comedian who has appeared on HBO, Comedy Central, FOX and is also a regular contributor on the nationally-syndicated Bob and Tom Show (with more than 250 appearances).

Dave’s latest comedy special, “Human Cannonball,” is featured on Dry Bar Comedy.

Teresa Ghilarducci
New School for Social Research

Teresa brought her expertise to The New School during the 2008 financial crisis, following a distinguished 25-year tenure at the University of Notre Dame’s Economics Department. Her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy, boldly rethinks the prevalent advice that working in old age is both possible and beneficial. In her previous work, Rescuing Retirement, co-authored with Tony James, she charts a visionary, bipartisan, and straightforward path to solving the retirement crisis.

Her insights are sought after in Congress, where she testifies frequently, and she is a familiar face in major media outlets, where she continues to shape the discourse on retirement and economic security.

Damon Silvers
University College London’s Institute for Innovation and Public Purpose

Damon is a visiting professor of practice at University College London’s Institute for Innovation and Public Purpose. He also serves as senior advisor to the AFL-CIO, the U.S. trade union confederation, and to the American Federation of Teachers, the AFL-CIO’s largest affiliated union.

He was formerly the policy director and special counsel of the AFL-CIO, and has served in a number of official positions related to financial market policy in the U.S., including leading the Biden-Harris Transition Team’s work on the U.S. Securities and Exchange Commission.

Jacques Loveall
UFCW 8-Golden State / UFCW Trust

Jacques is president of UFCW 8-Golden State and chair of UFCW Trust, which administers pension and health care benefits for 125,000 active workers, dependents and retirees in the food and drug industries. He is a vice president of the UFCW International Union and senior vice president of the California Labor Federation. He is also chair of the Loveall Foundation for Children, a nonprofit charity dedicated to giving children an opportunity for a better life and enabling them to reach their full potential.

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).

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.

KENDAL KILLIAN
NATIONAL PUBLIC PENSION COALITION

Kendal serves as executive director of the labor-backed National Public Pension Coalition (NPPC), advocating for retirement security for career public servants. He believes democracy depends on a strong, well-functioning public sector led by democratically-organized working people. A skilled strategist, Kendal has won hard-fought campaigns for worker whistleblower protections, educators seeking better school funding, union members beating back legislative threats, and labor-endorsed political candidates taking on multi-millionaire and billionaire tycoons. With NPPC, Kendal leads a series of state-based coalitions representing millions of public employees in the fight for defined-benefit pensions.

MICHAEL SCOTT
NCCMP

John Elliot
NEPC

John is a partner at NEPC. He is a highly-respected and popular leader in the defined-benefits pension world. Since joining NEPC in 2003, he has spoken at many national conferences on the subject of Taft-Hartley plans. Prior to joining NEPC, he was the western regional director for the Marco Consulting Group, where he succeeded in developing a West Coast presence for the firm in the Taft-Hartley market.

SARAH BERNSTEIN
MEKETA INVESTMENT GROUP

Sarah has more than 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.

HUGUES LÉTOURNEAU
COMMITTEE ON WORKERS’ CAPITAL

Damon Silvers
University College London’s Institute for Innovation and Public Purpose

Damon is a visiting professor of practice at University College London’s Institute for Innovation and Public Purpose. He also serves as senior advisor to the AFL-CIO, the U.S. trade union confederation, and to the American Federation of Teachers, the AFL-CIO’s largest affiliated union.

He was formerly the policy director and special counsel of the AFL-CIO, and has served in a number of official positions related to financial market policy in the U.S., including leading the Biden-Harris Transition Team’s work on the U.S. Securities and Exchange Commission.

ron lind
calpers/corpath

Max Carter II
IBEW 357

DAVID WEISSMAN
ECKERT SEAMANS

MULLISSA WILLETTE
SEIU/CALPERS

Ellen Anreder
Bleiweiss Communications Incorporated (BCI) / CORPaTH

Ellen is managing director of CORPaTH. She is also president and CEO of Bleiweiss Communications Incorporated (BCI), a communications firm with offices in California, Massachusetts and Oregon. Ellen joined BCI in 1984, working in all aspects of the firm’s business before purchasing the company in 2003. BCI products created under her leadership have won dozens of awards for excellence in writing and design. Ellen also is the Managing Director of CORPaTH, an international alliance of pension trustees, consultants, asset managers, administrators, elected officials and other stakeholders committed to promoting and protecting defined benefit pensions. She is a featured speaker for the International Foundation of Benefits Plans and the Made in America conferences. Ellen is a recipient of the President’s Award from the National Women of Influence.

DAVID BRENNER
SEGAL

David is a senior vice president based in Segal’s Boston office. He serves as the national director of multiemployer consulting and the Chair of Segal’s multiemployer leadership group and is responsible for leading Segal’s consultants who work with multiemployer plans. David has more than 28 years of experience working with plan sponsors on a wide range of employee benefit services, including benefit strategies, funding and plan management.

Leandro Festino
MEKETA INVESTMENT GROUP

Leandro is a multi-cultural, multi-lingual investment professional with more than 20 years of research, advisory and client service experience. Leandro is an active leader at board and committee meetings, equally capable of working with both trustees and staff, bringing decision-makers together to make effective investment choices. He is experienced working with a variety of plan sponsors across the Americas and has a demonstrated track record helping clients set and implement investment policy, asset allocation, and investment manager decisions.

TIM MCCUSKER
NEPC

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.