SVIA Fall Forum 2024

Michael Katona, CFA, ASA, is a portfolio manager in Vanguard's Stable Value Management team, managing the stable value assets for defined contribution and 529 plans as well as wrap provider allocations and relationships.  Prior to this role, Mike led a team of investment professionals... Read More →

Behzad Alimoradian, PhD, leads the risk management team at Valerian Capital, where he serves as a quant specializing in stable value funds. Prior to Valerian, Behzad founded Alpha Quants, a quantitative advisory service for financial institutions in the insurance and investment fund... Read More →

Callen leads the actuarial pricing team for two main product areas.  First, Nationwide's $40B fixed product book--including Stable Value Wrap, Guaranteed Separate Account, and General Account Fixed Annuities. Second, his team is responsible for pricing Nationwide's $185B recordkeeping... Read More →

Greg Ungerman, CFA, is a senior vice president and Callan’s defined contribution practice leader. Based in the San Francisco headquarters, Greg is responsible for setting the direction of the firm’s DC business, providing DC support both internally to Callan's consultants and... Read More →