2022 RONDO

Representing Columbia Threadneedle Investments’ federal legislative and regulatory interests, Liz’s issues include taxation, retirement security, insurance, corporate governance, and human resources. Prior to joining the company in May 2014, Ms. Varley was part of New York Life from September 2010 to May 2014 as vice president in the Office of Government Affairs where she focused on legislative and regulatory issues relating to retirement income, securities, and investment management. Before joining New York Life, Ms. Varley held the position of managing director, government affairs, at the Securities Industry and Financial Markets Association (SIFMA). At SIFMA, she was responsible for legislative and regulatory issues relating to retirement policy and executive compensation. Ms. Varley joined the legacy trade association, the Securities Industry Association (SIA) in 1999. Prior to joining the SIA, Ms. Varley held the position of counsel at the Senate Special Committee on Aging from February of 1995 to April of 1999. While there, she covered pension, IRAs, Social Security, and Social Security disability issues. Before going to the aging committee, Ms. Varley was a staff attorney for the Bipartisan Commission on Entitlements and Tax Reform. Ms. Varley received a bachelor of arts from the University Of Nebraska in 1990 and a juris doctorate from the University Of Nebraska College Of Law in 1993.

Brian has over fifteen years of experience analyzing economic and market data and developing investment strategies for client portfolios. As Chief Investment Strategist, Brian is a member of Nuveen’s Global Investment Committee, where he works closely with the firm’s investment leaders to identify investment trends and provide insights on events driving market activity. He is also a voting member of the asset allocation committee of Nuveen’s parent company, TIAA. Previously, Brian served as Head of Tactical Asset Allocation for UBS Wealth Management Americas, and as a senior investment strategist at Barclays Wealth. He began his career in the Markets Group at the Federal Reserve Bank of New York. Brian graduated with a bachelor’s degree in Economics and Government from Dartmouth College and a master’s degree in Economics from New York University, and holds the designation of Chartered Alternative Investment Analyst® (CAIA®).

Michael joined Morgan Stanley’s Engagement & Adoption team in June 2018. The team is responsible for the Engagement & Adoption efforts to help drive strategic initiatives and support change management activities on new pilots/rollouts, and ongoing enhancements for investment platforms and capabilities. Michael has been instrumental in developing and launching the Advisor-Client Engagement Series (ACE), which is geared to help Advisors and Support Professionals integrate Modern Wealth Tools into their practices to create efficiency and scale. Prior to joining Morgan Stanley, Michael worked for eight years at Merrill Edge in Associate Readiness Design and Execution. During his tenure, he helped reimagine the investment sales and training program for Home Office Financial Solutions Advisors. He also helped drive process analysis, design and execution for Merrill Edge Advice readiness and proficiency initiatives impacting over 5,000 advisors in Home Office and Financial Center locations. Michael has also enjoyed roles as a Financial Advisor and started as an FA with Smith Barney. He holds series 7, 66, 9, and 10 licenses. Michael resides near the Jersey Shore and enjoys spending time with his wife Jill and their two sons, Benjamin and Brandon.

Lauren leads Nuveen's Portfolio Strategy and Solutions team. They are responsible for engaging clients in portfolio construction topics across public and private markets, delivering best in class asset allocation strategies and developing relevant and timely thought leadership. Lauren is a key member of Nuveen's CIO office and a contributor to Nuveen's Global Investment Committee. Prior to joining Nuveen in 2019, Lauren was a multi asset client portfolio manager for Schroders for almost a decade. While at Schroders, she developed and executed the team's strategy for the U.S. institutional and intermediary channels. Prior to Schroders, she worked in product development roles covering a diverse range of strategies at PineBridge Investments (formerly AIG Investments) and AllianceBernstein. Lauren began her career at Cambridge Associates. Lauren graduated with a B.B.A. from the College of William & Mary and an M.B.A. from the New York University Stern School of Business.

A.J. Rashid is a director of product management covering strategies managed by the Global Asset Allocation and Alternative Investments Group for Columbia Threadneedle Investments. A.J.'s responsibilities include a broad suite of multi asset strategies focused on capital allocation, managed volatility, and alternative investment solutions. He joined one of the Columbia Threadneedle Investments legacy firms in 1999 as an investment specialist. In 2005, he transitioned to the role of product manager, covering small and mid cap equities and also worked with the firm’s Capital Markets Committee in developing its quarterly Capital Markets Outlook. He has been a member of the investment community since 1997. A.J. received a B.A. in Business Administration and an MBA with a concentration in Finance from the University of St. Thomas.