Speaker Bios

Bob Pozen

Former President of Fidelity,  MFS,

Current  MIT Professor

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Joe Coughlin

Head, MIT AgeLab

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Mim Minichiello

President, Hub International

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Chaitra Chandrasekhar 

Partner, OliverWyman

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Amy Friedrich

President of Benefits & Protections, Principal Financial Group 

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Matt Hart

First Vice President, Merrill Lynch

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Marc Perry

Senior Demographer, US Census Bureau

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Renee Fry

CEO, Gentreo

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Workforce Dynamics

Phil Gordon

Managing Partner

Gordon Law Group

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Liz Spath

Senior Principal

 Mercer Health & Benefits 

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Michael Garcia

Chief Revenue Officer

MP HR

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Dan Wandell

AVP, Employee Benefits Operations

Alera Group, Inc.

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Gregory Puig

Partner & Head of Group Insurance 

Sentinel Benefits & Financial Group 

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Wealth Transfer

Caitlin Roos

Senior Vice President, Private Client Advisor 

Bank of America

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John Carrier

Senior Lecturer, System Dynamics

MIT

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Vic Roxas

Corporate Finance Executive

Amazon

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Ted Melhado

LPL Investment Advisor 

Bay Financial Associates 

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Technology

Liam Brenner

Partner

TechCXO

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Rachel Wilson

CEO

CIC Health

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Andrew Mills

CEO

Caretrack

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Raj Mehra

CEO

Sage

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