Corporate Advisory Committee

NCTR recognizes the significant value of its Associate Member organizations helping to sustain many of its core activities through payment of annual dues and sponsorship of many NCTR events. It is further recognized that there should be a vehicle for Associate Member organizations to provide advice and counsel to NCTR’s governance process. The Corporate Advisory Committee was established to facilitate the attainment of this objective.

Committee Members

ABL Tech
AON
Fairview
Franklin Templeton
Ice-Miller
Principal Asset Management
PPM America
TEGRIT

ABL Technologies, LLC
Jean Carlo Oviedo, Director of Sales
Phone: (510) 508-0348

AON
Katie Comstock, Partner
Phone: (847) 612-2821

Baillie Gifford International LLC
Joel Ayee, Client Relationship Manager
Phone: (347) 638-4149

Bernstein Litowitz Berger & Grossmann LLP
Hannah Ross, Partner
Phone: (917) 445-3155

Berwyn Group
Jeff Anderson, Sr. Business Development Manager
Phone: (612) 277-0534

BlackRock
Trevor Boire, Director, Pensions East
Phone: (617) 357-1235

Cheiron
Elizabeth Wiley, Coordinator & Consulting Actuary
Phone: (703) 893-1456 ext 1025

Fairview Capital Partners
Michele A. Chow-Tai, Managing Director
Phone: (860) 674-8066

Franklin Templeton
John Ivanac, Head of Alternatives US Institutional Relationships
Phone: (212) 632-4028

Gabriel, Roeder, Smith & Company
Paul Wood, Senior Consultant & Actuary
Phone: (720) 274-7275

Ice Miller
Audra Feguson, Partner
Phone: (312) 726-1567

Janus Henderson Investors
Ryan Moore, Director, Institutional Sales
Phone: (574) 440-9353

Linea Solutions
Peter Dewar, President
Phone: (703) 850-4100

Milliman
Ryan Falls, Principal and Consulting Actuary
Phone: (214) 863-5635

Nossaman LLP
Ashley Dunning, Partner and Co-Chair of the Public Pension & Investments Group
Phone: (415) 438-7228

PPM America, Inc.
Greg Balewicz, Sr. Managing Director
Phone: (312) 843-5903

Principal Asset Management
Patrick Carragher, Managing Director
Phone: (312) 843-5903

Robbins, Geller Rudman & Dowd LLP
Ruby Menon, Attorney
Phone: (347) 844-2140

Segal
Andrew Sherman, Sr., Sr. Vice President
Phone: (617) 424-7337

Tegrit
Michelle Palatas, Chief Strategy Officer
Phone: (734) 402-8932

Associate Non-Commercial Member Advisor:

National Education Association
Michael Hairston, Senior Pension Specialist
Phone: (202) 822-7341

Composition:

The Corporate Advisory Committee shall be comprised of 20 Associate Member organizations. These organizations should reflect the broad diversity of type and size of NCTR’s Associate Members. Membership on the Corporate Advisory Committee belongs to the organization. In addition, there shall be one advisory representing the interests of NCTR’s Associate Non-Commercial membership.

Duties:

The members of the Corporate Advisory Committee shall provide advice and counsel to NCTR’s governance process. In addition, members are expected to participate in NCTR’s Spring Executive Committee meeting and the Annual Conference. They may also be invited to participate in other NCTR events during the year.

Term of Office:

Each organization, Associate and Non-Commercial Associate, shall be invited to serve a three (3) calendar-year term. Terms will be staggered. No organization shall serve more than two (2) consecutive terms. It shall be each organization’s responsibility to designate a representative to serve on the Corporate Advisory Committee and that organization may replace such representative at the organization’s discretion.

Fees:

Each member of the Corporate Advisory Committee will pay a bundled fee to serve as members, which will be determined annually by the NCTR Executive Committee. The fee may cover, but is not limited to:

  • Co-sponsorship of the Spring Executive Committee Meeting
  • Co-sponsorship of an Annual Conference Keynote Speaker
  • The Associate Non-Commercial membership advisor organization will not be required to pay a fee and will convert their travel expenses and accomodations when participating in the Spring Executive Committee Meeting.

Appointment Process:

The current NCTR President shall nominate Associate Member organizations to fill expired and/or vacant terms on the Corporate Advisory Committee, subject to the approval of the Executive Committee. The current NCTR President shall nominate the Associate Non-Commercial member organization to fill the expired and/or vacated terms on the Corporate Advisory Committee, subject to the approval of the Executive Committee.

Criteria to be considered for appointment:

  • Involvement/Participation: Organizations should be appointed to and retained on the Corporate Advisory Committee on the basis of professional integrity and involvement in supporting the goals of NCTR.  Organizations should be chosen on the basis of their record, or the record of their designated representative, as members of the association and their involvement with the public retirement profession.
  • Size and Type of Firm: The Corporate Advisory Committee should represent the wide variety of sizes and types of Associate Member organizations.
  • Diversity: The composition of the Corporate Advisory Committee should reflect NCTR’s goal to have a diverse mix actively involved in all aspects of the organization.

Updated by the NCTR Executive Committee
December 16, 2024