Kristen Koluch, CFA, CFP
Senior Vice President, Investments
Raymond James
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Kristen has dedicated her career to helping people prepare for the most significant milestone in life – retirement. She helps corporate plan sponsors and their retirement, investment and finance committees meet their fiduciary responsibilities; and strives to help their employees and beneficiaries make meaningful progress toward their financial goals. Kristen is co-head of the investment committee and leads the portfolio research team for her team’s institutional clients.

She also leads her team’s Women & Investing initiative. She understands that female investors often face a complicated financial situation, balancing the roles of mother, daughter, wife, grandmother, colleague and friend – while putting their own needs last. As part of this initiative, she plans and hosts educational events for female investors.

As a Chartered Financial Analyst®, Kristen holds one of the world’s most respected and recognized investment designations, giving her the skills needed for high-level, specialized asset-management responsibilities, including security analysis, portfolio management and business reporting. In 2020, Kristen obtained her CERTIFIED FINANCIAL PLANNERTM certification, demonstrating her commitment to her profession.

Prior to joining Raymond James in 2015, she worked at Merrill Lynch as a financial advisor for over twelve years and has prior experience as an investment banking analyst. Kristen maintains Series 7, 63, 66 and Life, Accident, & Health Insurance licenses.  She graduated magna cum laude from Georgetown University and currently resides in Congers, NY.

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Jacquelyn Reardon
Personal Pronouns
She/Her/Hers
Vice President, Head of Retirement, Insurance, & 529 Marketing
Franklin Templeton
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Jacque is Vice President, Head of Retirement, Insurance, & 529 Marketing at Franklin Templeton, joining via the Legg Mason integration in 2020. She continues her responsibilities for developing the marketing strategy for the US retirement business, including insurance and subadvisory and DCIO, which she has done since joining Legg Mason in June of 2019. She manages a team of marketing specialists to implement this strategy and partners closely with the sales leaders of each distribution channel to ensure priorities are aligned. She also plays a key role in managing the marketing relationships with many of our strategic partner firms and has helped to implement improved prioritization and communication processes within the broader marketing organization.

 Prior to joining Legg Mason, she spent 7 years at AllianceBernstein leading the marketing efforts for their insurance and subadvisory business after initially joining the firm in a sales role for the same channel. Jacque had a long tenure in sales prior to making the move to marketing, including previous roles at Guardian Investor Services in Boston, MA and Lincoln Financial Distributors in Radnor, PA, promoting both retirement and variable annuity product solutions.

Jacque maintains Series 6, 7, 24, 63, and Life, Accident, & Health Insurance licenses. She graduated from Villanova University with a B.A. in Psychology.

SESSIONS:
Jacquelyn Reardon
Personal Pronouns
She/Her/Hers
Vice President, Head of Retirement, Insurance, & 529 Marketing
Franklin Templeton
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Jacque is Vice President, Head of Retirement, Insurance, & 529 Marketing at Franklin Templeton, joining via the Legg Mason integration in 2020. She continues her responsibilities for developing the marketing strategy for the US retirement business, including insurance and subadvisory and DCIO, which she has done since joining Legg Mason in June of 2019. She manages a team of marketing specialists to implement this strategy and partners closely with the sales leaders of each distribution channel to ensure priorities are aligned. She also plays a key role in managing the marketing relationships with many of our strategic partner firms and has helped to implement improved prioritization and communication processes within the broader marketing organization.

 Prior to joining Legg Mason, she spent 7 years at AllianceBernstein leading the marketing efforts for their insurance and subadvisory business after initially joining the firm in a sales role for the same channel. Jacque had a long tenure in sales prior to making the move to marketing, including previous roles at Guardian Investor Services in Boston, MA and Lincoln Financial Distributors in Radnor, PA, promoting both retirement and variable annuity product solutions.

Jacque maintains Series 6, 7, 24, 63, and Life, Accident, & Health Insurance licenses. She graduated from Villanova University with a B.A. in Psychology.

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Julius Cox
Executive Vice President, People, Shared Services and Supply Chain
PG&E Corporation and Pacific Gas and Electric Company
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Julius Cox is Executive Vice President, People, Shared Services and Supply Chain of Pacific Gas and Electric Company and PG&E Corporation.

Cox started with PG&E in February 2021 and is responsible for ensuring the company has the people, skills, resources and tools to meet its customers' expectations. He leads the Human Resources, Supply Chain and Shared Services teams.

Cox has 20 years of energy industry experience, most recently serving as Chief Human Resources Officer at American Electric Power (AEP) from October 2019 to January 2021. Cox had responsibility for strategically aligning human resources functions and processes in support of AEP's overall business strategy including oversight of employee relations, leadership and organization development, culture and diversity, benefits and compensation, operations, wellness and productivity for AEP's 18,000 employees.

Prior to AEP, Cox was Chief Transformation Officer at Dynegy, a Houston-based power producer that is now part of Vistra Energy, where he and his team championed a culture of performance and process improvements across the company. Prior to that role, Cox served as the Chief Administration Officer and was responsible for human resources, information technology, business services, investor relations, regulatory and governmental affairs and communications. Cox joined Dynegy in 2001 as a human resources director and held progressive leadership roles in human resources.

Before joining Dynegy, Cox was a consultant at Arthur Andersen and worked in human resources roles at Shell Oil and Neiman Marcus.

A native of Houston, Texas, Cox earned a bachelor's degree in business management and a master's degree in human resource management from Texas A&M University. He also completed the Wharton Advanced Management Program at the University of Pennsylvania and previously served as an Independent Director for the Midwest Reliability Organization.

 

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Andrew Greenfield
Partner
Fragomen, Del Rey, Bersen & Loewy, LLP
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Andrew Greenfield is an immigration attorney with over 25 years of experience advising HR and global mobility professionals on U.S. immigration and nationality law and policy and related corporate compliance programs. He counsels clients across industries on visa and work permit matters and the immigration consequences of mergers and acquisitions and other corporate reorganizations, as well as I-9/E-Verify, H-1B/LCA and PERM compliance, and representation during government audits and investigations. Andrew is the managing partner of Fragomen’s Washington, DC, office and a member of the firm’s executive committee, which directs and manages the firm’s 50+ offices in over 30 countries.

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Bo Cooper
Personal Pronouns
He/Him/His
Partner
Fragomen
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Bo Cooper, Partner, Fragomen Bo Cooper is a Partner in Fragomen’s Washington, DC office, leading the Government Strategies and Compliance Group. He serves on the firm’s Executive Committee, where he works to set Fragomen’s strategic vision and philosophy, manage its worldwide operations, and ensure it remains progressive, agile, efficient, innovative, and consistent across all its jurisdictions. He provides strategic immigration advice to a diverse clientele, including corporations, nonprofits, hospitals, universities, and media outlets. Bo has extensive experience in navigating complex immigration challenges, interacting with Congress, executive agencies, and consulates, and representing clients in federal audits and investigations.  

 Previously, Bo was General Counsel of the U.S. Immigration and Naturalization Service (INS) from 1999 to 2003, directing a legal program of 700 attorneys. He advised top U.S. officials on immigration law and has significant federal litigation experience as a former trial attorney in the Department of Justice. Bo has frequently testified before Congress and appeared in various media outlets such as PBS Newshour, Sixty Minutes, and CNN. He participated in negotiating international immigration agreements and served as a U.S. delegate to international organizations.  

Bo has taught immigration, national security and related courses at the University of Michigan, Georgetown and American University law schools, and he currently teaches asylum law as a member of the adjunct faculty at Tulane Law School. He has an extensive pro bono practice and has contributed as amicus in key Supreme Court cases, served as an expert witness in federal litigation, and advised the Department of Homeland Security. He is also on the Advisory Board of the Migration Policy Institute. Bo received his J.D. from Tulane Law School and his B.A. from Tulane University. 

SESSIONS:
 
Sunday, June 12, 2022 - 8:00am to 1:30pm
 
Saturday, June 11, 2022 - 8:00am to 4:00pm
 
Sunday, June 12, 2022 - 8:00am to 1:30pm
 
Saturday, June 11, 2022 - 8:00am to 4:00pm
Cindi Cooper
Chief Operating Officer
Gap International
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Cindi Cooper is accountable for the global growth and expansion of Gap International. Working across all facets of the business, she is responsible for ensuring the execution of the company's strategic objectives.

Over the course of her career, Ms. Cooper has been instrumental in both the sales and marketing of Gap International, providing the creative spark behind the ongoing expansion of the company's brand identity.

She co-leads the development of Gap International's leading-edge work in the Leveraging Genius Institute, as well as the delivery of The Leveraging Genius Conference. In addition, she leads the development of Gap International's work in the area of organizational alignment and is instrumental in the delivery of The Alignment Intensive, one of the company's premier programs for senior executives and their teams.

Ms. Cooper works closely with CEOs and executive teams of many Global 1000 companies in delivering breakthroughs in growth and performance. She has over 20 years of experience working with the pharmaceutical, retail, telecommunications, utilities, and financial services industries.

Ms. Cooper received a BFA from the Philadelphia College of Art and completed the Tuck Executive Program at the Tuck School of Business at Dartmouth. Prior to joining Gap International in 1989, Ms. Cooper was the co-founder and president of a corporate graphic design and marketing firm.

 

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