Kip was formerly the founding editor of Chief Investment Officer (“CIO”) magazine.

Before launching CIO magazine in 2009, Kip was a member of the Canadian National Rowing Team from 2005 until 2008, where he won two bronze medals at the World Rowing Championships. He now resides in New York City and Bow, New Hampshire.

Michael studied physics and creative writing at Stanford University with additional training in finance and management at the Stanford Business School Executive Program. He has worked as a keynote speaker with companies ranging from FedEx, Boeing and GE to Microsoft, Pfizer and American Express, as well as both NASA and the Department of Defense.

He addresses groups ranging from venture capitalists and corporate executives to educators, students and the general public and is also a regular guest on radio and television, including Good Morning America, the Today Show, PBS, CNN and the History Channel. A dynamic futurist speaker who delivers an entertaining and common-sense vision of change for business and individuals, Michael blends technology, economics, demographics, culture and human nature.

Shundrawn A. Thomas serves as the President of Asset Management. In his previous role as Executive Vice President, Head of Funds and Managed Accounts Group he was responsible for the development, management and distribution of the firm's mutual funds, institutional mutual funds and exchange-traded funds as well as related business activities. He also oversaw the Managed Accounts practice which provides investment advisory solutions to existing clients and financial intermediaries. His broad executive responsibilities involved developing long-term strategy, executing operating plans, managing client and vendor relationships and developing and retaining talented professionals.

Previously, Shundrawn served as President and Chief Executive of Northern Trust Securities, Inc. a wholly owned subsidiary of Northern Trust Corporation. In addition to his general management responsibilities, he was responsible for overseeing financial management and working with regulators including FINRA and the Securities and Exchange Commission. He also served as Head of Corporate Strategy for Northern Trust Corporation. As a direct report to the Chief Executive Officer, he supported executive management with key strategic planning initiatives. Prior to joining Northern Trust, Shundrawn served as a vice president for Goldman Sachs and held positions in sales, trading and research with Morgan Stanley.

 
Shundrawn received a B.S. degree in Accounting from Florida A&M University and an M.B.A. degree from the University of Chicago Booth School of Business. He has also completed executive education programs in corporate strategy at Chicago Booth School of Business and corporate governance at University of Notre Dame Mendoza School of Business. Shundrawn currently holds the FINRA series 7, 63 and 24 securities licenses.

Jim McDonald is an executive vice president and the chief investment strategist for Northern Trust. He is responsible for overseeing the strategic and tactical asset allocation policy for our institutional and wealth management clients globally. He chairs the Northern Trust Tactical Asset Allocation Committee, is a member of the Investment Policy Committee and is trustee of the Northern Trust Alpha Strategies Hedge Fund.

 
Prior to joining Northern Trust in 2001 as the director of equity research, Jim was director of equity research at ABN AMRO in New York and Chicago (1994-2000) and equity research analyst at ABN AMRO following the Environmental Services Industry (1990-1994). He started his professional career in 1981 with Arthur Andersen & Co. in Detroit.

 
McDonald received a BBA from the University of Michigan and an MBA degree with high distinction from Babson College. He is a member of the CFA® Society of Chicago and a registered CPA in the state of Michigan.

Bob Morgan is a Senior Vice President and Managing Director for 50 South Capital, with management responsibility for the alternative asset investments areas of 50 South Capital. He had previously been Director of Private Equity, a position he held since co-founding the Private Equity funds group, and an area in which he remains heavily involved.

 
Prior to joining 50 South Capital, he worked as a Director at Frye-Louis Capital Advisors, LLC (FLCA), a Chicago-based private equity investment manager, and was responsible for all of the operations of FLCA, including the management of a private equity fund-of-funds. Prior to joining FLCA, he worked for Heller Financial, Inc., a middle-market commercial finance company which was later acquired by General Electric. Bob was a Senior Vice President at Heller and was responsible for its private equity programs. Within Heller, he held several roles, including positions in the Corporate Finance Group, Corporate Credit and Heller Equity Capital Corporation, Heller’s captive private equity fund. He has invested in over 100 private equity funds covering the buyout, venture capital, structured high yield, real estate and international markets. While at Heller, he also oversaw a direct equity co-investment program which totaled approximately 20 investments. Prior to attending business school, he worked for a commercial bank in North Carolina.

 
Bob received his B.A. in economics from Wake Forest University and an MBA from Emory University. He is a board member for the Illinois Venture Capital Association and several fund advisory boards.

Michael Hunstad is head of quantitative strategies at Northern Trust Asset Management with responsibility for all quantitative equity research, strategist, and quantitative equity portfolio management activities.

Previously, Michael was director of quantitative research where he was responsible for leading Northern Trust Asset Management's factor-based research and product development programs.

Prior to joining Northern Trust, he was head of research at Breakwater Capital, an algorithmic trading firm and hedge fund. Previously, he was head of quantitative asset allocation at Allstate Investments, LLC and a quantitative analyst with a long-short equity hedge fund. He also served as an adjunct professor at the Illinois Institute of Technology.

Michael holds a Ph.D. in mathematics, an MBA in finance, an M.A. in econometrics and a bachelor's degree in economics. He has published more than 50 articles and papers in professional and academic journals including Pensions & Investments, European Pensions, the Journal of Index Investing, the Alternative Investment Analyst Review, the Journal of Financial and Strategic Decisions and the Journal of Corporate Treasury Management. Michael has also spoken at more than 200 conferences across North America, Europe, Asia, the Middle East and Australia/New Zealand.

John Abunassar is head of institutional client group at Northern Trust Asset Management. He is a member of the Asset Management Executive Committee and is on the board of directors of Northern Trust Investments and Northern Trust Global Advisors. John oversees all institutional client facing and new business asset management activity. As head of the institutional client group, John’s responsibilities include creating long-term strategy, executing operating plans, and developing talented professionals.

Previously, John was the head of institutional distribution at Northern Trust Asset Management. In this capacity, he was responsible for sales, relationship management and consultant relations. John joined from William Blair Investment Management where he was head of North American institutional business development and consultant relations and served as the business leader and investment committee member of the hedge fund strategies team. Prior, John was a principal at Guidance Capital, CEO and president of Allegiant Asset Management and the head of Banc One Investment Advisors’ institutional business. Earlier in his career, he was and investment consultant with Capital Control Group and a pension consultant with Hewitt Associates.

John earned an MBA from Keller Graduate School of Management and a bachelor’s degree from Lake Forest College. He has FINRA Series 24, 7 and 63 licenses.

Francesca Whalen is the Investment Specialist for the Investment Advisory Practice, focusing on Exchange Traded Funds. She serves as a subject matter expert on our FlexShares family of ETF investment capabilities within Northern Trust Asset Management. Francesca will provide proactive and continuous engagement with Wealth Management regarding positioning and performance of our FlexShares ETFs, product development efforts, and market and industry updates.

Prior to joining Northern Trust in 2016, Francesca was country head and director of sales covering France, Belgium, Luxembourg, French speaking Switzerland and the United States for the Deutsche Börse Group - STOXX. Her responsibilities included sales of passive investment strategies and indices marketed by the Deutsche Börse, STOXX and the Swiss Exchange. She worked as part of the European and North American sales teams with the construct of relationship management, new product campaigns, marketing themes, sales and strategy across exchange-traded funds, passive funds and structured products. Prior to that, Francesca spent time in investment banking, capital markets, emerging markets and investment management with Merrill Lynch and boutique emerging markets firms.

Francesca is a graduate of Bowdoin College and Stanford Graduate School of Business.

Kwang Lee is a Senior ETF Investment Specialist for the Institutional Group at Northern Trust Asset Management. He acts as a ETF and investment technical expert. He represents Northern Trust's ETF and investment solutions and advises on industry trends to large, sophisticated institutional investors.

Prior to joining Northern Trust, Kwang was a ETF Specialist working at Hartford Funds working with their sales teams covering the technical aspects of ETF’s. Kwang possesses over 25 years of experience in the areas of ETF’s, manager research, quantitative investing and asset allocation. He has worked in senior investment roles at firms including JP Morgan Asset Management, Prudential and other firms working with institutional and intermediary clients in the United States and Europe.

Kwang received a A.B. degree in Economics from the University of Chicago and an J.D degree from NIU-College of Law.

Charlie Malone is the Director – U.S. Savings Plan Investments for the $15 billion Honeywell 401(k) Plan and is a member of the company’s U.S. Savings Investment Committee. He also serves as a Honeywell representative to Sandia National Labs/NTESS’ Investment Committee. Mr. Malone is also responsible for Honeywell’s defined contribution plan investments in Canada and Puerto Rico. Through Honeywell’s corporate M&A activity, Charlie is also involved with 401k plans of acquired companies prior to being merged into the Honeywell 401k Plan, as well as special dividends for corporate spinoffs paid to the 401k plan/Company Stock Fund.

Mr. Malone was named to this role in November 2007 having previously been the Manager – Investment Operations for the then $13 billion Honeywell Defined Benefit Master Trust. Mr. Malone joined Honeywell Capital Management in June 2005.

This year marks Charlie Malone’s 20th year in corporate pension investments. Prior to joining Honeywell, Mr. Malone was Corporate Vice President – Retirement Plans for UBS Financial Services, Inc. from 2003 to 2005 and Sr. Analyst / Manager – Pension Investments at Pharmacia & Upjohn / Pfizer, Inc. from 1999 to 2003.

Before his career in pension investments, Mr. Malone held positions of increasing responsibility within corporate treasury and controller’s groups at American Home Products / Wyeth (now, Pfizer) and Beneficial Management Corporation (now, HSBC).

Mr. Malone holds a B.A. in Economics from Fairfield University and an M.S. in Management (Financial Management Program) from New Jersey Institute of Technology. In 2009, Mr. Malone earned the Accredited Investment Fiduciary ® (or AIF®) professional designation.

Since October 2016, Janet Halpin has served as Senior Vice President Treasurer and Investor Relations, for LSC Communications, a global leader in print and digital media solutions (spun off from RR Donnelley & Sons, October 1, 2016). Janet is responsible for strategic management of corporate and subsidiary capital structure and capital market activity, global liquidity and investment activities, risk management including foreign currency, interest rate risk and debt compliance, bank and rating agency relationships and investment management of corporate defined benefit and defined contribution trusts.

Janet is also responsible for development and execution of global investor relations strategy. Prior to the role at LSC Communications, Janet was the Treasurer for RR Donnelley & Sons from February 2010 through the spin off in October 2016, and Vice President of Internal Audit from April 2008 to January 2010.

A graduate of Michigan State University, Janet began her career as a CPA and worked at Deloitte & Touche on the General Motors engagement, and then moved to Federal-Mogul Corporation, an automotive supplier where Janet held various finance roles in accounting, investor relations, trust investments and internal audit.

Janet is married and has two boys and has been actively involved with several committees at the John G. Shedd Aquarium since 2008.

Dick Ingram has delivered more than 35 years of accomplished executive leadership in corporate, government, and non-profit organizations. He assumed his current duties with the Teachers’ Retirement System of Illinois in January, 2011. As executive director, he heads a bellwether public pension fund, with more than $51 billion in assets and 400,000 members.

Prior to joining Illinois TRS, Ingram led the New Hampshire Retirement System as well as several non-profit and public service organizations in New England. Ingram’s corporate work included senior executive roles in the investment management and financial services sector where he was responsible for delivering treasury, financial and marketing services to a nationwide clientele. His early career was in the Boston office of Arthur Andersen & Co., where his clients included investment firms, banks, and financial service companies.

Mr. Ingram has served on numerous boards overseeing a variety of organizations dedicated to improving the quality of life in the communities where he has lived, and has also served on several elected and appointed local government boards in New Hampshire and as an adjunct instructor at the University of New Hampshire’s Paul College of Business and Economics.

A native of Pittsburgh, Pennsylvania, Mr. Ingram holds a bachelor’s degree in business administration from the University of Rhode Island, and a master’s degree in business administration from the University of Pittsburgh.