PAICR 10 Annual Conference – Presenter/Panelist Bios
Steve Crescenzo – Crescenzo Communications, Inc.
Through his work as a consultant, writer and seminar leader, Steve Crescenzo has helped
thousands of communicators improve both their print and electronic communication efforts.
Recognized as one of the nation’s leading experts in employee communications, Steve is the
leader of three popular workshops: Strategic Employee Communication Vehicles, Integrating
Print and Online Communication Vehicles, and The Master Class of Employee Communication.
He has also taught seminars at IABC’s 2001 through 2008 International Conferences as well as
at numerous IABC chapter and district events throughout America and Europe.
Steve currently works on three communication-related publications. He is a senior editor and
columnist for both The Ragan Report and The Journal of Employee Communication
Management, and a columnist and contributing writer for Corporate Writer and Editor.
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Christine M. Røstvold, Charnley & Røstvold, Inc.
In 1978, Christine co-founded Charnley & Røstvold, Inc., a consulting firm that assists investment
management organizations with new business and client retention strategies. Programs include:
competitive positioning; organizational analysis; presentation development and coaching; and
communications with technology. Prior to forming Charnley & Røstvold, Christine was with
Collins Associates, a consulting firm that specialized in investment manager search programs
and research on alternative investment services.
Christine, along with her partner, Jackie Charnley, co-authored a 2007 article on change and
opportunities in the investment management industry for the IMCA Monitor. Christine was also a
contributing author to Marketing Investment Management Services and Managed Futures
Association Reporter. She is a member of the Association of Investment Management Sales
Executives (AIMSE), a Founding Board member of Professional Association of Investment
Communications Resources (PAICR), and currently serves on PAICR’s Advisory Board.
Christine has conducted classes at the University of California, Irvine and Santa Ana Community
College. Her public speaking engagements include numerous investment industry conferences.
Christine received her BA in history from the University of California, Irvine. Picture recv’d
Jacqueline L. Charnley, Charnley & Røstvold, Inc.
In 1978, Jackie co-established Charnley & Røstvold, Inc. to assist investment management
organizations in developing effective marketing, sales and communication programs to prospects
and clients. The firm works on positioning a full range of investment services from Global and
U.S. equity and fixed income to alternatives. Primary area of expertise is in the institutional
investment markets such as corporate, public, Taft-Hartley plans, hospitals, endowments and
Jackie is a member of the Association of Investment Management Sales Executives (AIMSE) and
a Founding Board member of Professional Association of Investment Communications
Resources (PAICR). Jackie, along with her partner, Christine Røstvold, co-authored a 2007
article on change and opportunities in the investment management industry for the IMCA Monitor.
She was a contributing author both to Marketing Investment Management Services and to
Managed Futures Association Reporter, and served on the Nicholas-Applegate Mutual Fund
Board of Directors. From 1975 to 1978, Jackie worked at Collins Associates as an Investment
Manager Analyst. She received her BA in English from the University of California, Irvine.
Jane Buchan- PAAMCO
Jane is a Managing Director and the firm’s Chief Executive Officer. As CEO, Jane is responsible
for overall business strategy and firm direction. In addition, she is the Sector Specialist
responsible for the evaluation and management of convertible bond and sovereign debt &
mortgage hedge funds in the various PAAMCO portfolios. Jane is also a member of the
Investment Management, Risk Management, and Account Management Committees. Prior to
forming PAAMCO, Jane held various positions ranging from Director of Quantitative Analysis to
CIO of nondirectional strategies at Collins Associates, an institutional fund of funds and
consulting firm. She began her career at J.P. Morgan Investment Management in the Capital
Markets Group, and has numerous professional publications in the field of market neutral and
alternative investments strategies. She was also an Assistant Professor of Finance at the Amos
Tuck School of Business at Dartmouth. She currently sits on the Advisory Board of the Chartered
Alternative Investment Analyst Association (CAIA). Jane graduated from Yale University with a
B.A. in Economics, and received both her M.A. and Ph.D. in Business Economics (Finance) from
Harvard University. Jane has twenty-two years of experience in investment management and
portfolio construction with institutional investors.
John F. Casey - Casey, Quirk & Associates LLC
John is a founding partner of Casey, Quirk & Associates, a management consulting firm focused
on advising investment management organizations. Prior to the formation of Casey Quirk, John
was Chairman of both RogersCasey and Barra Strategic Consulting Group, of which he was also
a co-founder in 1976. He was a member of the Barra Board of Directors from 1996 through mid-
John has over 40 years of experience in the investment industry. Following its founding and
during John’s tenure as Chairman, RogersCasey grew to be among the largest and most
influential pension consultants to Corporate and Public pension funds in the U.S. Barra Strategic
Consulting Group, predecessor to Casey, Quirk & Associates, emerged as the premier
management consultant to investment management firms. John has participated in the firm’s
highly-regarded investment management industry whitepapers.
Before co-founding RogersCasey in 1976, he and Stephen Rogers worked together at Dreher,
Rogers & Associates. Prior to that, John was a founder of investment manager research at
Paine, Webber, Jackson & Curtis, predecessor to Evaluation Associates, and served as a
Director and head of manager research at Callan Associates.
John received, along with Ed Callan, the first McArthur award from the Investment Management
Consultants Association in 2000 in recognition of his leadership and innovation in the investment
consulting profession. John earned a B.A. at Milton College in Wisconsin.
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Stewart Dier, Managing Director – Public Markets - New York City Comptroller’s Office
Stewart Dier rejoined the New York City Comptroller’s Office in January, 2007. He oversees U.S.
Equity, International Equity and U.S. Fixed Income investments for the five New York City
Retirement Systems. Mr. Dier has over 20 years of investment industry experience as a plan
sponsor, marketing manager, and research analyst.
After working at Salomon Brothers from 1978 – 1987 in fixed income research, Mr. Dier worked at
the NYC Comptroller’s Office from 1988 – 1998 as Supervising Investment Analyst, with oversight
responsibility for fixed income. From 1998 – 2000 he was Director of Fixed Income for the
Pennsylvania State Employees’ Retirement System in Harrisburg. From 2001 – 2006 Mr. Dier
was responsible for marketing analytics, public fund marketing and served as a business analyst
at Nicholas-Applegate Capital Management in San Diego.
Mr. Dier is a Level II CFA Candidate. He attended the New York University Graduate School of
Public Administration. He received a B.A. in Political Science from Colorado State University.
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Jill G. Brogan – Martingale Asset Management
Jill is a Vice President-Marketing and Client Relations and a partner at Martingale Asset
Management. She oversees all of Martingale's marketing and client service communications.
Together with two marketing professionals, the team creates the firm's collateral material,
maintains its web site, disseminates firm data outside the company, and responds to consultant
updates and proposals from prospective new clients. The team also handles recurring client
reporting directives and special projects for clients. Prior to joining Martingale, Jill was with The
Boston Company/Mellon Trust for ten years. In her most recent position, she was a Product
Specialist for Mellon Trust's institutional sales and marketing group for custody services.
Previously, she managed the custody RFP team for four years. A PAICR member since 1999, Jill
is a member of its Board of Directors. She currently serves as President of PAICR. Jill holds a
B.A. in economics from Stonehill College. Headquarters has photo
Janet Acheatel, Portfolio Manager- Brandes Investment Partners
Janet is a portfolio manager responsible for private client accounts. Her duties include
implementing the firm’s investment decisions, reviewing performance of client portfolios, and
ensuring adherence to the firm’s investment guidelines. Prior to joining Brandes, Janet was an
institutional client service officer for a global investment management firm. She was also the
executive vice president for an investment advisory firm. Her career in the investment
management industry began as an account executive and vice president of investments with a
national brokerage firm. Janet earned her MBA from National University and BA from the
University of Rhode Island. She is a founding member and past president of PAICR, the
Professional Association for Investment Communications Resources. Janet has 28 years of
investment experience. Picture recv’d
Chela T. Mitchell, Regional Director, Consultant Relations-Americas Institutional
Chela Mitchell is regional director for the consultant relations group at Russell Investments. Chela
is focused on developing relationships with Russell’s U.S. institutional consultants. In this
capacity, she is tasked with communicating the value Russell adds to institutional investment
programs through its investment management and implementation management services.
Chela joined Russell’s implementation services group in September 2002. She was promoted to
client executive in 2004 and associate regional director in 2005 where she advised clients on the
implementation of investment strategies.
Chela joined Russell in 1999 as sales communication manager in Russell’s U.S. institutional
services group where she was tasked with strategic planning and internal/external
communications program management. She managed a team of professionals focused on
conducting target market research and creating effective sales and marketing materials.
Prior to joining Russell, Chela was a consultant associate at Charnley & Røstvold, Inc., a
marketing and management consulting firm working specifically with institutional investment
managers. Chela was actively involved in all consulting services offered by the firm. From 1991 to
1994, she was director of new product development at ForTrade International, an export trading
company. She has also worked as a marketing associate for the World Trade Center
Associations in Irvine, California and Marseilles, France.
Chela is past president of the founding board of the Professional Association for Investment
Chela is a registered representative of Russell Institutional Services Inc., an SEC registered
investment adviser and FINRA member firm.
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Jill Plumb, Capital Guardian Trust Company
Jill Plumb is a Vice President of Capital Guardian Trust Company, currently working with the
quality assurance team in institutional Global Publishing – North America. She joined Capital
Guardian in 1991. Over the years, she has served in a variety of roles within the marketing
communications area, including four years as a senior manager overseeing the North American
team responsible for client reviews and pitch books. She was a founding member of PAICR,
beginning in December 1997 and served as President in 2003. Jill earned a BA in English from
the University of California, Los Angeles and is based in Capital Guardian’s Los Angeles office.
Sally M. Stalcup is President of Stalcup Consulting, which provides strategic consulting services
to financial services companies. Since 1995, Sally has been consulting within the global
institutional investment management industry to help companies achieve business success
through clear, focused communications. As leader of the presentation coaching and research
practices at Charnley & Røstvold from 1995 to 2007, Sally built relationships with a wide variety
of investment managers, consultants, plan sponsors, and endowment and foundation leaders.
Her responsibilities included business development, relationship management, and the
structuring and delivery of the firm’s research and coaching services.
Prior to joining Charnley & Røstvold, Sally taught French and African Studies at Anneliese's
School in Laguna Beach, CA. She also served as a Peace Corps Volunteer in Zaire (Democratic
Republic of the Congo) and Cameroon, Africa. She holds a BA in Psychology from Arizona State
Sally serves on the Board of Trustees for the Evelyn Brust Financial Research and Education
Foundation, and she is an active member of:
PAICR, current Advisory Board Member and Past President, and
100 Women in Hedge Funds
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Neil Siegel - Managing Director
Global Head of Asset Management Marketing and Product Development
Lehman Brothers Asset Management
Neil joined Lehman Brothers in 2004 as the Global Head of Institutional and Intermediary
Marketing for Asset Management. In 2007 he took on additional responsibility for Product
Development. Prior to joining Lehman Brothers he spent 11 years at Morgan Stanley, where he
was most recently the Head of Institutional Marketing for Morgan Stanley Investment
Management. From 1994 to 1999, he was based in London where he was involved in setting up
Morgan Stanley's European asset management business. Neil has a B.B.A in Marketing from the
University of Massachusetts at Amherst, and an M.B.A in Finance from Fordham University.
Michael C. Pastena, President - Advisors’ Education Group, Inc.
Mr. Pastena is a Certified Public Accountant (CPA) and Certified Empowerment Coach (CEC)
with more than thirty years of experience in the financial services industry.
He co-founded Advisors’ Education Group, Inc. (AEG) in 1992. AEG provides training for the
staff of investment advisory firms. Leveraging his 20 years of experience in the financial services
industry, he developed a curriculum of approximately 20 workshops and seminars dedicated to
the training needs of the staff of investment management firms and the providers of services to
the investment management industry. In addition to course content, marketing and managing the
business, he personally instructs a number of sessions.
Mr. Pastena also serves as a consultant to investment managers, software vendors and
international accounting firms on a variety of matters with a heavy concentration on performance
measurement issues. He has written a number of articles about performance measurement and
has spoken at numerous conferences on the subject.
In addition, Mr. Pastena is the founder of MCP Services (MCP) a corporate coaching organization
and an affiliate of Integral Talent Systems, Inc. (ITS) an international Talent Management
consulting firm specializing in employee retention and transition issues among others. MCP
sponsors ITS’ Retaining Top Talent™ and Transition to Management™ programs as well as
coaching services to the investment advisory industry.
Before co-founding AEG, he was a Principal and the Chief Financial and Administrative Officer of
an institutional investment management firm in New York City. In this position, he was
responsible for portfolio administration and accounting, performance measurement and analysis,
compliance, systems, human resources, strategic planning, new business development, finance
and accounting. Earlier in his career, he was the Vice President-Controller of one of the leading
full-service security and commodity broker/dealers. Mr. Pastena began his career with a small
public accounting firm located in New York City. He received his B.B.A. from St. Francis College
and is a member of the AICPA and New York State Society of CPA’s and is on the advisory
board of PAICR he is also a member of the International Coaches Federation (ICF).
Kathryn Kohler,Vice President, Head of Marketing Communications-Lazard Asset
Management LLC (New York)
Kathryn Kohler is a marketing executive overseeing the Marketing Communications Group at
Lazard Asset Management. She began working in the investment field in 1982. Prior to joining
Lazard in 2007, Kathy was Senior Vice President of Management and Marketing Consulting at
DeSola Group. While at DeSola, Kathy worked on over 60 senior level projects for 20 major
clients in the financial services industry, including Chase, Prudential, Legg Mason, American
Express Asset Management and Lord Abbett, etc. Prior to DeSola, she served as Vice President
at Christian Brothers Investment Services and National Marketing Manager at Integrated
Resources, Inc. Kathy started her career as a commodities trader with Wilson, Smithett & Cope,
Ltd., a London-based metals trading company. Kathy has a BA in English and Psychology from
Iona College and completed graduate certificate studies at The London School of Economics and
holds FINRA (formerly NASD) series licenses. No photo recv’d as of 07/2/2008
Lauren Cola, President and CEO-A.S.A.P Advisor Services, Inc
Lauren has over 23 years of investment marketing and technical project management
experience. Lauren began her career in Investment Management at Citibank Asset Management
and continued for the next decade with various sales and marketing positions at Bankers Trust
Company, HSBC Asset Management and Chase Asset Management. In 1998, she founded
A.S.A.P. Advisor Services, Inc., a marketing and data management firm, dedicated to the
Investment Management industry.
Lauren is a member of the Association of Investment Management Sales Executives (AIMSE)
and the Professional Association for Investment Communications Resources (PAICR). She is a
graduate of Boston University where she received her BS degree in Technical Public Relations.
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Janine S. Jaeger, Associate Director, Database Manager-Rogers Casey
Janine Jaeger is responsible for managing EQuest, our manager database. This includes the
design and enhancement of EQuest and the monitoring of all aspects of data collection and
internal client support. Janine is also responsible for our data vendor relations.
Prior to joining the firm in 1997, Janine worked for Advantage Benefits Consultants, Inc. providing
assistance on corporate pension plans and reconciling and producing quarterly and annual
valuation reports. Prior to that, she was a Trading Assistant, responsible for executing trades on
the London Metal Exchange for Sogemin Metals, Inc.
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Marlene D. Petter, Vice President of Marketing Communications – Delaware Investments
Marlene Petter is the head of the firm’s 35-person Marketing Communications department
consisting of a Web team responsible for the company intranet site and the public Web site; an
editorial staff that writes and edits the firm’s regulatory documents, Web copy, fund
commentaries, and investment team interviews; a graphic design/print-on-demand group that is
responsible for design and branding of all marketing and presentation materials, and production
of most marketing material and customized presentation books; account managers who act as
liaisons between Marketing Communications and internal clients; and a production services group
responsible for quality control and relationships with vendors that help to produce and distribute
regulatory and marketing material. Since joining Delaware Investments in November 2004, Petter
and her team have handled the firm’s communications needs, including advertising, executive
communications, collateral, direct marketing, and more.
She has more than 20 years of diverse experience in public relations and marketing
communications, most recently as a strategic planner with the Brownstein Group, a Philadelphia
agency. Previously she worked for SAP America, Gatorade, and several other agencies and
smaller firms. For the past seven years she has been an active volunteer for MANNA, a
Philadelphia-based organization that delivers nourishment to people who have life-threatening
illnesses. Petter earned her bachelor’s degree in liberal arts from The Pennsylvania State
University. Picture recv’d
Jeanne Branthover - Managing Director, Head of the Global Financial Services Practice –
Boyden New York
President – Boyden Executive Global Search
Jeanne Branthover is head of Boyden’s Global Financial Practice and she serves as managing
director of Boyden’s New York office. A 25 year veteran of the industry, Branthover closely
partners with her clients on C-suite searches and personally manages each assignment. After
founding her own New York based generalist executive search firm, she merged the firm into
Boyden Global Executive Search in 2003. Boyden New York is well known for offering clients
senior level retained search and customized consulting assignments. Branthover’s “hands-on”
approach with her team distinguishes her from other search professionals.
Branthover regularly appears on Bloomberg, Business Week and CNBC television to offer her
expertise on CEO and human resources strategy as well as analysis of management and
compensation issues. She is regularly quoted in The Wall Street Journal, International Herald
Tribute, Forbes and Reuters on leadership, succession planning and market trends. An author of
several career related books, Branthover also has penned bylines in publications including World
Finance, The Financial Executive and Insight Magazine on CFO Training, Private Banking and
Branthover has served as United Way’s first president of The Community Fund and currently sits
on several not-for-profit boards. She holds a bachelor’s degree from the University of Maryland
and she has credits towards a diploma at the London School of Economics. Picture recv’d
Rebecca Mazin - Founder – Recruit Right
With more than 20 years of expertise Rebecca Mazin co-founded Recruit Right to create usable
solutions for employers to meet increasingly complicated human resources challenges. Mazin’s
clients benefit from clear guidance, tools and techniques that quickly cut through fads, jargon and
complex regulatory issues. Recruit Right consulting, training and writing produces measurable
results in a range of industries impacting organizations from small start-ups to industry giants.
Mazin is the co-author of The HR Answer Book: An Indispensable Guide for Managers and
Human Resources Professionals published by AMACOM (American Management Association
Books) in 2004. Rebecca’s articles appear in industry and trade journals. Her up to date writing
on human resources topics can be found in The HR Answer Blog on the award winning
www.allbusiness.com web site.
Prior to founding Recruit Right, Mazin held key management positions at major organizations.
Experience with Millennium Hotels and Hyatt Hotels Corporation built on work in manufacturing at
Owens Corning and for the Federal Government at the National Labor Relations Board.
Mazin is a graduate of Cornell University with a degree in Labor Relations. She is a certified
facilitator of Achieve Global training programs. Rebecca is active in the community where she
uses her human resources skills to enhance organizational effectiveness and achieve goals.
Ania Mikson, Vice President – Human Resources-Delaware Investments
Ania Mikson joined Delaware Investments in 2006 as the HR partner supporting the firm’s
investment and distribution organizations. Recently she assumed the overall responsibility for
day-to-day human resources activities at the firm. Prior to joining Delaware Investments, Mikson
spent one year in corporate human resources at Lincoln Financial, where she was responsible for
managing the integration activities related to the Lincoln Financial – Jefferson Pilot merger.
Before that, she worked at CIGNA for more than 12, where she held a variety of roles in the
company’s finance, retirement services, and human resources organizations. Mikson received a
bachelor’s degree in economics from Franklin and Marshall College, a master’s degree in
business administration with concentration in finance from Villanova University and a master’s
degree in organizational design from the University of Pennsylvania. No photo recv’d as of
Jeanie Ulicny, Founder Ulicny Communications
Jeanie Ulicny is Principal of Ulicny, Inc., based in the San Francisco Bay Area. With more than
fifteen years in the financial services industry, Jeanie advises investment management and
brokerage companies on strategic development, specializing in corporate positioning, branding
and marketing communications.
Jeanie began her career in financial services in 1987 with Fidelity Investments. At Fidelity (in
Boston), Jeanie was responsible for all corporate advertising, direct mail and video for Fidelity’s
Retail Marketing Company. Highlights of her tenure with Fidelity include developing and
executing advertising during the stock market crash of 1987 and the “mini” crash of 1989.
In 1992, Jeanie moved to Europe for independent travel throughout the Continent and Africa.
After finishing her travel, she rejoined Fidelity in Luxembourg where she was responsible for
building the direct market on the Continent with emphasis on the German and French markets.
Upon returning to the U.S., Jeanie consulted for Charles Schwab and Wells Fargo Bank before
becoming Vice President of Marketing at Montgomery Asset Management, based in San
Francisco. During her time with Montgomery, she built a marketing infrastructure which resulted
in doubling assets under management. Her marketing communications plan included the use of
public relations, advertising, direct mail, shareholder services and the Internet.
Jeanie is one of the founders of the West Coast Chapter of 100 Women in Hedge Funds. She
also is a member of the Executive Committee of Hedge Funds Care.
Jeanie was born and raised in Pittsburgh, PA. She received her B.S. in Business Management
from The Pennsylvania State University. Jeanie and her two sons live just outside San Francisco
in Marin County. Not providing a photo.
Rui M. Moura, President-Novartis Consulting
Rui (Roy) M. Moura is principle and founder, of Novartis Consulting Group since 2004. He
provides guidance and vision to distribution strategy, branding and communications in an
integrated marketing model. Additional, he assists corporations design and implements
marketing and sales forces that actually like each other. He has 20 years of experience in global
business development and marketing, specifically with mutual funds, ETFs, platform products,
SAM and insurance products. His clients include wealth management RIAs, private banks,
hedge fund and alternative firms and broker/dealers. Prior to starting Novartis, he was Managing
Director/ Senior Partner of The Winslow Group, a hedge fund of Funds Company, targeting the
institutional and intermediary channels. Before Winslow, he was Managing Director of Global
Marketing and Communications at Russell Investments Group, responsible for changing the
product development, corporate position, global branding and sales tactics for North America,
Asia and Europe. He held prior marketing and sales positions at Jones & Babson, Funds
Distributor, The Boston Company and Fidelity Investments.
Rui earned his B.A. in Business Administration / Marketing from UMASS –Lowell, and his MBA in
Entrepreneurship from Babson’s Olen School of Management. He retired as a Lieutenant
Colonel and Commanding Office from the Marine Corp Reserve in 2005 and is a veteran of the
Persian Gulf War and Iraq Freedom. He is a former Chair of the Executive Counsel to the FPA, a
member of PAICR, a former member of the ICI Sales and Marketing Sub-committee and has won
numerous awards for communications and web design from the Mutual Fund Education Alliance
Rui and his family reside in Gig Harbor Washington, where he is involved in local politics,
veteran’s affairs, and early intervention programs for inner city young men (Boy Scout’s Venturing
Program). Picture recv’d
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BJ Lownie – Strategic Proposals.com
The speaker for this workshop is BJ Lownie, director of Strategic Proposals LLC. As it says on
the proposal blog he hosts, www.theProposalGuys.com, BJ is truly “Passionate About Proposals”
and his presentations are always informative, engaging and entertaining.
BJ brings an incredible depth and breadth of proposals to the workshop. He has more than 25
years experience, has worked on 100’s of proposals and had more than 5000 participants attend
his workshops. He has worked with clients such Franklin Templeton, RBS, Norwich Union,
JPMorgan, Chase, Citibank and many other clients in the investment management community.
And his work has taken him around the world – ‘From Brazil to Bangalore and Sydney to
He is a founding and charter member of the Association of Proposal Management Professionals
(APMP) and has achieved ‘Professional’ accreditation (the highest level awarded.) In addition,
Strategic Proposals LLC is one of the select few firms recognized by APMP as an ‘Approved
BJ regularly delivers presentations at industry events including APMP conferences, the
Pragmatech Users Forum and Invest Management specific events. Those who have attended
such presentations or one of his proposal workshops know they will leave with a new perspective
on proposals and prepared to develop high impact responses. No photo recv’d as of 07/2/2008
Dene Cohen - President and Founder, DCODE Communications Inc.
“My work is my passion. My passion is my work. I am one of those lucky people who gets to
combine everything I enjoy – teaching, performing, creating, working with fantastic people – with
the satisfaction of seeing immediate results. If I ever need reinforcement, it happens every time
someone responds by saying, ‘This has changed my life.’”
As the driving force behind DCODE Communications, Dene has a passion for communication
that creates relationships. Her exciting, energetic style draws from a rich combination of skills and
expertise. She holds a Master’s degree in Education, with a concentration in Drama and
curriculum. This academic background led to over 20 years of work as a secondary school
teacher and administrator. She is former President of the Dramatic Arts Teachers’ Association
and retains a profound interest in arts education, where she was instrumental in the development
of Ontario’s curriculum. Building on her base as a director, choreographer, and teacher, Dene
moved into the business world in 1993. For over 14 years, she has refined her skills as a trainer,
consultant, coach, and speaker to international corporations, helping thousands of people to
speak and be heard. You might recognize her as “The Communication Coach” and, more
recently, as founding partner of her predecessor company, Sales Force One. Dene brings her
dynamic personality to all she does, providing a unique perspective to the needs of adult learners
and the strategies they can employ to engage all types of audiences.
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Paul D. Foster, CFA Vice President – Institutional Consultant Relations – Delaware
Paul D. Foster is responsible for developing and servicing institutional consultant relationships in
the eastern half of the country, reprising the role in which he began his tenure at Delaware
Investments in 2000. From 2001 to 2007, he worked in several capacities for the firm’s Emerging
Growth Equity team, including institutional client services and, from 2005, as the team’s
investment specialist. Prior to joining Delaware Investments, Foster served as director of
marketing and client service for large-cap value manager Sturdivant & Co. from 1996 to 2000,
following eight years as an executive search consultant to the investment management industry.
Foster graduated Phi Beta Kappa from Furman University with a degree in history and earned a
master’s degree in ancient history from the University of Missouri, where he was named a Brady
Fellow. He is a member of the CFA Society of Philadelphia. Picture recv’d
Stace L. Johnson, CFA, CPA - Managing Director - Fixed Income – Principal Global
Stace is a managing director - fixed income for Principal Global Investors. With over 16 years of
investment related experience, Stace works on fixed income strategy. She joined the firm in 2005
and worked initially as an assistant director in capital markets for Principal Financial Group. In this
capacity, Stace worked on key acquisitions of the firm. Before joining The Principal, Stace
managed over $4 billion in assets for CSAA in San Francisco. In addition, Stace worked as an
internal consultant for AIG and a consultant with Ernst & Young, specializing in investment
advisory services. Stace received a bachelor's degree in accounting from the University of
Wisconsin and is a certified public accountant. Stace has earned the right to use the Chartered
Financial Analyst designation and is a member of the CFA Institute. Picture recv’d
Marc Kremer, CFA, Portfolio Manager/Research Analyst- Franklin Templeton Investments
Marc Kremer is a research analyst and portfolio manager responsible for the U.S. investment
grade corporate sector and is also a member of the Fixed Income Policy Committee. He is
responsible for research coverage of the media/entertainment and technology industries.
Mr. Kremer earned his bachelors degree in economics from Vassar
College and an M.B.A. from Duke University’s Fuqua School of Business.
He joined Franklin Templeton in 2003 with over 15 years of prior experience in fixed income
analysis at Schroder’s, HSBC Asset Management, Lehman Brothers, and Moody’s Investors
Service. Mr. Kremer is a Chartered Financial Analyst (CFA) charter holder and a member of the
CFA Institute. Picture recv’d
Jason Turner-Skyline Asset Management
Jason joined Skyline Asset Management, L.P. in 2005. He is the Manager of Client Service and
has responsibility for RFPs, consultant databases, marketing communications, and client
servicing. Jason was previously employed as an analyst by Hewitt Financial Services LLC, the
investment consulting division of Hewitt Associates where he was responsible for conducting
manager due diligence for U.S. Equity strategies and was also responsible for client plan design
focusing on defined contribution plans. Jason holds a Bachelor of Arts degree in Finance and
Communications from North Central College and a MBA from DePaul University. Picture recv’d
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Gigi DeVault (Still confirming)
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John Closson, Executive Vice President, Chief Operating Officer – Data Communiqué
John Closson oversees all operations for Data Communiqué. As a member of the executive
management team, his unique background in client service and the financial services industry
provides an essential viewpoint to the challenges of technology development, deployment and
Prior to being COO, Closson was responsible for new business development and major account
management within the financial services industry. Closson has been involved with many
complex deployments of content management and automated publishing solutions for marketing
and compliance communications to major mutual fund complexes, including, Evergreen
Investments, Goldman Sachs Asset Management, Bank of America, and Morgan Stanley.
Closson has more than 20 years of experience in providing and executing upon technology
solutions and worked for Merrill Lynch, Eastman Kodak, and Bowne Business Solutions before
joining Data Communiqué.
Closson received a Bachelor of Arts degree in economics from St. Lawrence University.
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Lisa Lamentino, Vice President of Investor Marketing – OppenheimerFunds
Lisa Lamentino is vice president and director of Investor Marketing for OppenheimerFunds, Inc.
Lamentino joined OppenheimerFunds in 1993 and is currently leading a communication team that
provides all shareholder regulatory communications as well as service and value communications
to Fund shareholders. By implementing new technology and more efficient processes, Lamentino
has distinguished herself as a project management and expense reduction expert.
Prior to joining OppenheimerFunds Lamentino was an advertising art director at PaineWebber
and a production manager for Banana Boat Skin and Sun Care. Lamentino holds a BS in
marketing as well as NASD Series 7 and 24 licenses and is a member of ICI Public
Communications, Marketing Technologies and Research Committees.
No photo recv’d as of 07/2/2008
Marguerite E. H. Morrison – New York life Investment Management
Marguerite Morrison has been Managing Director and Associate General Counsel at New York
Life Investment Management LLC (NYLIM) since June 2004. She is responsible for supervising
NYLIM’s investment management legal functions relating to NYLIM’s Corporate Governance,
Guaranteed Products, Mergers & Acquisitions, and Retail Markets businesses. She also serves
as Chief Legal Officer and Secretary of The MainStay Group of Funds. From September 2000 to
June 2004, she served as Chief Legal Officer and Secretary – Mutual Funds and Vice President
and Corporate Counsel for The Prudential Insurance Company of America, and Senior Vice
President and Secretary of Prudential Investments LLC, Prudential’s mutual fund manager.
Ms. Morrison’s expertise focuses on investment advisers, investment companies and related
investment management businesses. She joined Prudential in 1987 following five years of
private practice specializing in federal securities laws in New York City, and previously served as
a law clerk to the Honorable Roszel C. Thomsen, United States District Judge, District of
She is a member of the ICI’s SEC Rules Committee and has participated as a speaker or panelist
at numerous securities industry conferences. She is a member of the Bar of the states of
Connecticut, Maryland, New Jersey and New York. She received her BA from Johns Hopkins
University and JD from University of Maryland Law School.
No picture as of 07/2/2008
Della Stewart, CIPM, Marketing Resources Manager- Brandes Investment Partners
Della has managed the marketing resources department for the past 10 years. She manages two
teams within this department. The RFP team responds to manager search proposals, database
updates, and questionnaires from the institutional communities. This team also provides data for
broker home office relationships and due diligence requests. She also oversees the firm’s
performance measurement team. This team ensures both client performance and composite
performance is calculated and presented correctly. Before joining Brandes, Della was the
operations manager at an investment counseling firm. She was responsible for client and
consultant relations as well as trading and portfolio management. Prior to that, she worked for a
financial management firm. She earned two BA degrees from the University of California, Irvine.
Della has recently served on the PAICR Board of Directors and currently leads the PAICR
Advisory Board. She has 19 years of investment experience.
Headquarter has picture
Arin Stancil, CFA, CIPM - Partner – Ashland Partners & Company LLP
Head of Verification Services
In his eight years with Ashland Partners, Arin has worked extensively with the investment
management community in the process of verifying hundreds of firms’ compliance with the Global
Investment Performance Standards (GIPS ) and the Association for Investment Management
and Research Performance Presentation Standards (AIMR-PPS ), the predecessor to the GIPS
standards. Arin currently serves as Ashland’s Head of U.S. Verification Services, overseeing all
GIPS verifications conducted by Ashland domestically. Arin is a recognized expert on the GIPS
standards and a frequent speaker on the subject. He has earned the right to use the Chartered
Financial Analyst (CFA) and Certificate in Investment Performance Measurement (CIPM)
designations. A graduate of Southern Oregon University with a Bachelor of Science degree in
Business Administration/Accounting with a minor in Economics (Magna Cum Laude), Arin is also
a member of CFA Institute, the CFA Society of Seattle, the CIPM Association, and the
Performance Measurement Networking Group (PMNG). Arin is based in Boston.
Lisa Bosely – Analytic Investors
Lisa Bosley has been helping investment firms refine their marketing communications for over
seven years. Her role at Analytic Investors includes developing key messages for the firm’s
investment products, managing the team responsible for writing new business proposals and
updating databases, and coordinating the implementation of new systems to more effectively
manage marketing information.
Before joining Analytic Investors in 2005, Lisa worked as an Institutional Marketing Manager with
Nicholas-Applegate Capital Management in San Diego, California. She holds a B.A. in Economics
and Literature from Claremont McKenna College. Lisa currently serves as Vice President on
PAICR's Executive Board. Picture recv’d
Debra Levine-Levine & Associates
Levine & Associates is a Los Angeles-based marketing communications firm that provides fresh
and effective marketing collateral to investment management firms. Our core skill is fine business
writing. Our eye-pleasing deliverables include brochures, newsletters (electronic and print),
advertisements, direct mail pieces, research pieces, client reportage, and web sites.
Levine & Associates principal Debra Levine has more than 20 years of international business
experience and is fluent in Mandarin Chinese and French. Ms. Levine brings extensive
knowledge of Asian markets, having worked for many years in Hong Kong and Beijing. She is the
former head of corporate communications at Payden & Rygel investment counsel in Los Angeles.
Ms. Levine holds a B.A. degree, summa cum laude, in Asian studies from the City University of
Works samples and philosophy may be viewed on the web at debra.levineonline.com.
Ellen Krott Hummel, Marketing Communications Consultant
Ellen Hummel is a marketing communications professional with over 20 years experience in the
financial services industry. She is a writer, editor and project manager with expertise in multiple
products (mutual funds, institutional strategies and annuities) and audiences (institutional
investors, financial intermediaries and individual investors).
Ms. Hummel spent the majority of her corporate career with Delaware Investments and its
subsequent parent company Lincoln Financial Group. Throughout her time there, she was
responsible for a wide range of functions including institutional marketing material, financial
intermediary communications and client communications. A prevailing theme through her career
has been an emphasis on translating complex technical information into concepts and language
that are clear to the average person. Since 2001, Ms. Hummel has been a marketing consultant,
specializing in the financial services industry.
Ms. Hummel holds a Bachelor’s degree in English from Columbia College in New York City,
where she graduated Cum Laude. She has qualified for the Series 6 and the Series 26 Principal’s
Licenses from the National Association of Securities Dealers (now FINRA). While working at
Delaware Investments she was a member of the Investment Company Institute and served on the
Sales Force Marketing, Direct Marketing, Shareholder Communications and Public Information
Committees. Not providing a photo.
Gail Prins-Visser – McLean Budden Limited
Deb Mackey – Open E Communications