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 attainment of this objective.
Ed Bardowski, Partner, Registered Principal & Public Sector Solution Leader
Phone: (484) 941-1409
Baillie Gifford International LLC
Rebecca King, Client Service Manager
Phone: +011 44 131 275-3875
Bernstein Litowitz Berger & Grossmann LLP
Hannah Ross, Partner
Phone: (917) 445-3155
Erik Osberg, Managing Director
Phone: (917) 291-4050
Capital Group/American Funds
Michael Bowman, Sr. Vice President
Phone: (415) 393-7142
Cavanaugh Macdonald LLC
Todd B. Green, President, Consulting Actuary
Phone: (678) 388-1705
Elizabeth Wiley, Coordinator & Consulting Actuary
Phone: (703) 893-1456 ext 1025
Fairview Capital Partners
Michele A. Chow-Tai, Managing Director
Phone: (860) 674-8066
Gabriel, Roeder, Smith & Company
Ryan Falls, Senior Consultant & Actuary
Phone: (469) 524-1802
Ice Miller LLP
Audra Ferguson-Allen, Partner
Phone: (317) 236-2249
Peter Dewar, President
Phone: (703) 850-4100
Lord Abbett & Co., LLC
Greg Balewicz, Director, Institutional Investor Services
Phone: (201) 827-2364
David Sullivan, Senior Vice President, Investment Affairs
Phone: (202) 738-6016
National Education Association
Michael Hairston, Senior Pension Specialist
Phone: (202) 822-7341
Ashley Dunning, Partner and Co-Chair of the Public Pension & Investments Group
Phone: (415) 438-7228
Robbins, Gellar Rudman & Dowd LLP
Ruby Menon, Attorney
Phone: (347) 844-2140
Andrew Sherman, Sr. Vice President
Phone: (617) 424-7337
T. Rowe Price Associates
Deirdre Guice-Minor, Institutional Business Development
Phone: (917) 297-5007
William Blair & Company
James White, Partner, Consultant Relations and Business Development
Phone: (312) 364-889
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.
As stated under “Purpose,” the members of the Corporate Advisory Committee shall provide advice and counsel to NCTR’s governance process. In addition, members shall plan to participate in NCTR’s Spring Executive Committee meeting and serve as co-hosts of the Past Presidents’ Dinner at the Annual Conference. They may also be invited to participate in other NCTR events during the year.
Term of Office:
Each organization 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 unless approved by a vote of the Executive Committee. It shall be each organization’s responsibility to designate a representative to serve on the Corporate Advisory Committee and may replace such representative at the organization’s discretion.
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 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.
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 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.