Fidelity Institutional and Asset Management Marketing
Kristen Albie is a vice president the Institutional and Asset Management Marketing team at Fidelity Institutional® (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Ms. Albie is responsible for the management of Fidelity Institutional’s Proposal Services teams. The Proposal Services teams play a critical role in cross-channel business development and client retention efforts through management and facilitation of Requests for Proposal (RFPs), due diligence questionnaires (DDQs) and ad-hoc client and consultant requests.
Before joining Fidelity in 2012, Ms. Albie was an account executive at a marketing agency, where she created branding campaigns for regional and national clients.
Ms. Albie earned her bachelor of science degree in communications from Boston University.
Vicky Berke
Executive Director, Global Head of Business Development Services
Vicky Berke Executive Director, Global Head of Business Development Services
Morgan Stanley
Vicky is the global head of business development services for Morgan Stanley Investment Management. She joined the firm in 2014 and has 24 years of industry experience. Prior to joining the firm, Vicky was a Principal with Mercer Investments and led the new business proposal team in the US. Previously, she was a marketing manager at Segal, with a focus on new business development. Vicky has a BA in Psychology from the University of Vermont and an MBA from NYU, Stern School of Business.
Stephanie Cadena is a senior member of the Investor Relations Support team at Shenkman Capital, where she is responsible for RFP writing and the implementation of best practices. She joined the firm in 2015 and brings 20 years of combined experience in RFP writing and investor relations. Before joining Shenkman Capital, Ms. Cadena held roles at Schroder Investment Management North America Inc. and Prudential Investment Management, Fixed Income. She earned a Bachelor of Science in Finance from Seton Hall University in 2004.
LAUREN CALDWELL, Client Relationship Manager, is responsible for establishing and maintaining client relationships. This includes client onboarding, reporting, meetings, and all client communications. Ms. Caldwell also coordinates regular communications with consultants and prospects, supports the maintenance of contact management databases, and schedules KCM’s participation in various conferences and events. Lauren started at KCM as an intern in 2011 and sits on the firm’s Charitable Giving Committee. Ms. Caldwell formerly served as President of the St. Louis Women in Investments Network (STLWIN). Lauren earned a B.A. in International Business and Spanish from Westminster College and an M.B.A. from the University of Missouri – St. Louis.
Kristen Carloni, CFA, Director, is the Head of Sales Operations for the Aladdin technology business at BlackRock. She is responsible for planning and executing on strategic initiatives that improve the efficiency and effectiveness of our global sales force. She also oversees the Aladdin Business Proposal Team, with demonstrated impact to sustained double-digit revenue growth. She has extensive experience implementing innovative technologies such as third-party proposal management tools and AI capabilities to improve efficiencies, maintain client satisfaction, and secure new business.
Michael Clarke Head of Client Reporting and Performance
Walter Scott and Partners
Michael, Head of Reporting & Performance, joined Walter Scott in 2009. He is responsible for the firm’s Client Reporting, Performance and RFP & Consultant Reporting teams. Prior to joining Walter Scott he held senior business development positions with two Edinburgh law firms where he was responsible for new business proposals and, before that, spent eight years at Baillie Gifford. He holds a BA (Hons) in Commerce from Edinburgh Napier University.
Walter Scott is 100% owned non-bank subsidiary of The Bank of New York Mellon Corporation. The firm was founded in 1983, is headquartered in Edinburgh and has a client service presence in Boston and New York, its sole activity is managing equity portfolios for institutional clients around the world.
Danielle Corey is Associate Director, Manager, Institutional Consultant Relations Analysts MFS®. In her role, she is responsible for managing the Global Consultant Database Team and partnering with the Global Consultant Relations Team Directors. She oversees the consultant database process and implements efficiency processes for the MFS Global Consultant Relations Database Team.
Danielle joined MFS in 2004, previously working at New England Financial.
Danielle graduated from Emerson College with a bachelor’s in science (BS).
Mr. Eiger is the Director of Marketing at Alan Biller and Associates, an institutional fiduciary investment consulting firm and OCIO, responsible for marketing, communications, and client service. In this role, he both prepares and responds to RFPs on behalf of the firm as well as reviews RFPs for the firm’s clients.
Mr. Eiger holds nearly thirty years’ experience in the institutional investment industry. Prior to his current role, he was an independent marketing consultant to investment management firms, a Content Editor at Callan Associates, a Product Marketing Strategist at BNY Mellon, and a Client Relationship Associate and Marketing Manager at Barclays Global Investors (now Blackrock).
He earned the Investment Foundations certificate from the CFA Institute and has held the Series 7 and 63 licenses.
Mr. Eiger received a B.S. in Psychology from St. Lawrence University and a certificate in Business Administration from the University of California, Berkeley.
Russell Elliott Head of Asset Management Market Intelligence
eVestment
Russell Elliott is a Head of Asset Management Market Intelligence at Nasdaq-eVestment. He joined Nasdaq eVestment in April 2016 from Amundi, where he served as Vice President of Consultant Relations. Prior to Amundi, he worked in similar roles with TIAA-CREF Asset Management (Nuveen) and Wells Fargo Asset Management in both the United Kingdom and the United States. Russell began his investment industry career in 2006. He attended The University of the West of England, where he gained a BA (Hons) in Business Studies and Combined Science. Russell also graduated Beta Gamma Sigma with a Master of Business Administration degree from The University of North Carolina at Charlotte. In addition, he is Series 7 & 63 registered and has also obtained the Investment Management Certification from the CFA Institute.
Zahra Foradi is an RFP Lead Analyst at MFS Investment Management (MFS), where she leads the development and optimization of the company’s RFP content management and project workflow tool, as well as other technology. In her role, she explores the use of AI, system integrations and system capabilities to streamline workflows and create a seamless user experience for all stakeholders involved in the RFP process. Zahra currently manages a content management senior specialist, and her team oversees a comprehensive library of responses where they are focused on creating new content as well as ensuring content consistency and quality.
Since joining MFS in 2018, she has held roles including RFP Analyst and RFP Senior Analyst.
Zahra is based in Toronto and earned her BA degree in Applied Economics from Queen’s University.
As Vice President of Sales, Elizabeth Goonan has been instrumental in guiding hundreds of financial services organizations toward success through RFP and document automation since 2001. Elizabeth brings to her clients an understanding of their unique requirements and works directly with the Qvidian Product team and the SalesEdge Customer Service team to deliver solutions to increase productivity.
Kym Harrington is the pioneering force behind SalesEdge, leading as President and CEO since its inception in 2007. With a mission to revolutionize RFP & DDQ responses, SalesEdge, a women-owned business, delivers unparalleled guidance and solutions to financial services organizations. Holding an MBA from Boston University, a BA from Southern New Hampshire University, Kym brings a wealth of knowledge to drive continuous growth and innovation.
Maki Hattori
Managing Director, Head of Investor Relations, Marketing
Maki Hattori Managing Director, Head of Investor Relations, Marketing
Wafra
Maki Hattori is the Head of Investor Relations & Marketing at Wafra, where she leads strategic marketing initiatives to enhance the firm’s brand visibility and investor engagement. She oversees investor relations, marketing strategy, and fundraising support. Previously, Ms. Hattori served as Head of Risk at Wafra for over eight years, building a comprehensive Enterprise Risk Management framework. Her deep expertise in risk informs data-driven marketing and investor relations strategies. In addition to her role, she is part of Wafra’s AI Working Group, tasked with exploring responsible implementation of AI technology across the firm. Ms. Hattori holds a BA in International Relations from the University of Southern California, graduating cum laude, and an MA in Financial Regulation and Risk Management from the Paris Institute of Political Studies (Sciences Po), summa cum laude. She also holds FINRA Series 7 and 63 licenses.
Georgia Homsany is the CEO & Founder of Daily Dose Wellness. She is a self-taught, wellness guru and has completed courses on “Managing your Mental Health during COVID,” "Decoding Digesting" and "Yoga Psychology". She is a member of Raleigh Metro SHRM and is responsible for writing RMSHRM’s Wellness Blog. She recently published her first book- You're Not Lazy- Change Your Words to Change Your Worth to help people build their confidence through the power of self-talk.
Georgia is a New Jersey native and holds a bachelor’s degree in Marketing from the University of Scranton and a Master’s in Business Administration (MBA) from Boston University. She is trained in level 2 Reiki, Emotional Freedom Technique (EFT,) loves yoga, oysters, wine and is an avid traveler having traveled to 37 countries to date.
Alexandria Jenkins is a Senior Manager, RFP at Invesco based in Atlanta. In this role, she oversees a team of RFP writers who focus on Requests for Proposals and Due Diligence Questionnaires with the goal of providing accurate and timely responses to all client requests.
Alexandria joined Invesco in 2018. Prior to joining the firm, she served as an RFP Specialist at Virtus Investment Partners, a global investment management firm. While at Virtus, Alexandria covered RFP’s and Database updates for both Fixed Income and Equity asset classes. Prior to Virtus, Alexandria served as Marketing & Client Service Manager at Herndon Capital Management. In that role she worked to support the client sales team.
Alexandria earned a BBA degree from Georgia State University and an MBA from Kennesaw State University.
Dr. Bruce Kahn is the lead Portfolio Manager of the Shelton Sustainable Equity Fund. Previously, Bruce was responsible for delivering technical advice to investors on MSCI’s ESG and Climate Solutions tools and data sets for investment decision making, risk management, reporting and engagement. His previous 18 years of work experience included portfolio management and other responsibilities at firms such as Citibank, Deutsche Bank, Macquarie Global Inc., and Sustainable Insight Capital Management. Dr. Kahn earned a PhD in Land Resources from University of Wisconsin, Madison, an MS in Fisheries and Allied Aquacultures from Auburn University, and a BA in Ecology and Evolutionary Biology from the University of Connecticut. Bruce served as an Agriculture Extension Agent in the United States Peace Corps in the Republic of Cameroon, (1989-1993), as a Fulbright Scholar in Israel from 1999-2001 and has been teaching courses in Sustainable Finance, Statistics and Agriculture as an adjunct professor at Columbia University’s Earth Institute since 2012.
Dylan Lane
Vice President, IR Infrastructure and Due Diligence
Dylan Lane Vice President, IR Infrastructure and Due Diligence
AEW Capital Management
Dylan Lane is a Vice President of the firm in AEW’s Capital Raising and Client Relations team with responsibility and oversight of Operational Due Diligence (“ODD”), both for new business and for existing relationships to the firm. In this role, Dylan works with institutional investors and related consultants engaged in underwriting AEW and its products with a focus on firm operations. In addition to these responsibilities, Dylan contributes to the broad marketing and client/consultant support efforts at AEW, with a focus on Investor Relations systems, processes, and Marketing/Sales Automation. Dylan has been with AEW since 2007. Dylan graduated from the Commonwealth Honors College at the University of Massachusetts, and has completed the Fundamentals of Alternative Investments Certificate program through the Chartered Alternative Investment Analyst (CAIA) Association.
Beth Loucks joined SalesEdge in 2023 after dedicating 13 years to Barrow Hanley Global Investors. Her tenure at Barrow Hanley culminated in her role as the Director of Business Development Support, where she managed a team responsible for RFP responses, consultant database reporting, and the creation of presentations and marketing materials in support of the Distribution team. Prior to her tenure at Barrow Hanley, Beth gained valuable experience at Bernstein Global Wealth Management, where she provided essential support to a team of Financial Advisors. A distinguished alumna of Austin College, she graduated magna cum laude with a BA in both Political Science and Economics, earning honors and membership in Phi Beta Kappa.
Elana Margulies-Snyderman is a Director of Publications with EisnerAmper’s Marketing Group. Elana oversees, produces and edits various publications of many of the firm’s largest industry groups and service lines. She coordinates thought leadership pieces and industry-related content within these groups for both internal and external audiences.
Elana joined the firm in 2014 in the Financial Services Group, working within the Asset Management Practice where she launched the firm’s quarterly Asset Management Intelligence publication and the Alternative Investments Intelligence blog.
Prior to joining the firm, Elana was Chief Reporter at Pageant Media’s Hedge Fund Manager Week (HFMWeek). She began her career at Institutional Investor’s Alternative Investment News.
Brittany Matisz Principal Customer Success Manager
Loopio
Brittany is a Customer Success Professional with over 10 years working with large enterprise clients at various companies. This includes partnering closely with organizations to understand their business objectives, helping demonstrate value and ROI and assistance with change management and adoption projects.
Most recently Brittany joined Loopio, a response management platform in 2022 with the goal to help customers optimize their response management process overall.
Sari Mayer Director of Marketing and Investor Relations
Global Credit Advisers
Sari J. Mayer, CAIA, is Director of Marketing and Investor Relations at Global Credit Advisers, LLC ("GCA"), a manager of long/short credit funds specializing in research, trading, and portfolio management in primarily high yield corporate credit. The firm AUM across multiple products was approximately $559 million as of January 1, 2025.
Before joining GCA, Sari was Director of Marketing at Boone Capital, manager of an event driven hedge fund. Before entering the hedge fund space, she was a sell-side Latin America Telecommunications equity analyst at Salomon Smith Barney for which she received several industry awards including high rankings as determined by Institutional Investor, and was the Latin America telecommunications investment banking Director at Credit Suisse in New York. Sari earned her BA cum laude in Mathematics and Spanish from Amherst College, and received her MBA in International Finance from New York University’s Stern School of Business, and was selected to and participated in the International Management Program at ESADE in Barcelona, Spain.
Sari is a member emerita and past Vice President of the Horace Mann School Alumni Council, a founding member of the Alumnae Council of New York University Stern School of Business, and an active member of 100 Women in Finance and Financial Women’s Association. Sari lives in New York City with her husband and three daughters.
Matt leads the institutional recordkeeping RFP and content strategy team. His team’s focus is responding to both prospect and retention client sales opportunities, utilizing a standard library as well as an AI/ML tool for efficient population. Matt also plays an active role supporting the operations behind Vanguard’s consultant relationships, building strategy and preferences that curates to each firm. Matt joined Vanguard in 2017 and currently holds FINRA Series 7 & 63 licenses. Matt earned his bachelor’s degree from Villanova University with a double major in Marketing and Economics.
Jared Spann is an Associate Director, RFP for Principal Asset Management, overseeing new client business initiatives through the completion of proposal requests. His team supports the global distribution and sales teams, as well as the individual investment teams throughout the organization. His duties include developing and implementing scalable processes and metric tracking, finding solutions to increase the efficiency and quality of proposals, as well as the training and development and day-to-day oversight of his team. Jared joined the firm in 2018 as a Proposal Content Editor, covering the firm’s fixed income boutiques, before taking over management responsibilities for the RFP team. Prior to joining Principal Asset Management, Jared worked as a Registered Client Associate with RBC Wealth Management for 6 years. He is a graduate of Iowa State University with majors in Finance and Marketing and currently holds his FINRA series 7 and 66 licenses.
Morgan Struebing is a Senior Content Editor at Principal Asset Management, where she plays a critical role in maintaining the firm's content library and ensuring the accuracy and effectiveness of RFPs, DDQs, and RFIs. Before transitioning to content management, Morgan spent several years as an RFP/DDQ Writer, supporting the promotion of Principal Asset Management’s products and services to help attract and retain clients. Morgan joined the firm in 2018 as a Marketing Production Associate, where she contributed significantly to the firm’s marketing efforts, particularly in developing and maintaining materials within the real estate asset class. Prior to her tenure at Principal Asset Management, she worked as a Technical Recruiter at TEKsystems, gaining valuable experience in talent acquisition and relationship management. Morgan holds a degree in Marketing and Management from Simpson College.
Nancy Vailakis has 19 years of alternative asset management industry experience as a business development, marketing and investor relations professional, and over 20 years of experience in financial services overall.
Previously, Ms. Vailakis was a Business Development Director at IQ-EQ, a Vice President of Investor Relations at Cerberus Capital and a Sales + Client Relations Specialist at BlueMountain Capital, among other roles.
She earned her MBA from the New York University Stern School of Business and her BA in English Literature from Binghamton University. Ms. Vailakis continues to serve the Stern community as an Alumni Advisory Board Member of the Stern Private Equity / Venture Capital Club.
Ms. Vailakis is engaged with many non-profit and professional organizations in New York, including, but not limited to Women in Funds, Portfolios With Purpose, 100 Women in Finance, and Binghamton Women in Business.
Fidelity Institutional and Asset Management Marketing
Lauren White is a director in the Institutional and Asset Management Marketing team at Fidelity Institutional® (FI). Fidelity Institutional is a division of Fidelity Investments that offers investment insights, strategies, and solutions, as well as trading services to a wide range of wealth management firms and institutional investors. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals.
In this role, Ms. White manages Fidelity Institutional’s Marketing Databases team. The Marketing Databases team is responsible for managing Fidelity’s presence in institutional third-party and proprietary consultant databases, which are used to screen for investment mandates, conduct due diligence and market the firm’s investment capabilities.
Previously, Ms. White held positions within Fidelity’s Client Experience group, serving High Net Worth individuals and Registered Investment Advisors.
Before joining Fidelity in 2011, Ms. White worked in retail customer service for Wells Fargo.
Ms. White earned her bachelor of science and bachelor of arts degrees from the University of New Haven and her master of business administration from the University of Tampa.
