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Tuesday October 15, 2024 9:45am - 10:30am EDT
Explore the latest trends in the stable value industry. This session will cover recent developments, emerging practices, and future directions that are shaping the landscape of stable value investments.
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Moderator
avatar for Jessica Cole

Jessica Cole

Invesco
Jessica Cole is the head of stable value wrap contract management and is a member of the stable value management team at Invesco.  Since 2017, Jessica has been responsible for negotiating and implementing wrap contract terms, managing wrap issuer relationships and leading the wrap... Read More →
Speakers
avatar for Brad Bennett

Brad Bennett

Insight
Brad joined Insight in September 2021 following the transition of Mellon Investments’ fixed income strategies to Insight. He has been in the investment industry since 1992 and joined Mellon Investments in 1997. He is a senior portfolio manager for stable value strategies. His primary... Read More →
avatar for Paul Curran

Paul Curran

Citi
Paul is a Director in the interest rate division of Citi Global Markets, joining the firm in August of 2022. Paul’s focus is overseeing all aspects the stable value wrap product. This includes relationship management, risk underwriting/modeling/pricing, contract negotiation and... Read More →
avatar for JoAnne Ferullo

JoAnne Ferullo

Franklin Templeton
Ms. Ferullo is a Portfolio Manager within Franklin Templeton Fixed Income focusing on Stable Value strategies. She co-leads and is responsible for the oversight, development, and management of Stable Value strategies, including responsibilities for top-down asset allocation decisions... Read More →
avatar for William McLaren

William McLaren

Lincoln Financial Group
Bill McLaren is the stable value business leader for the Retirement Plan Services business at Lincoln Financial. In this role, Bill is responsible for leading efforts to identify and further grow stable value opportunities for the business. He is also responsible for stable value... Read More →
Tuesday October 15, 2024 9:45am - 10:30am EDT
Grand Ballroom

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