2019 Invesco
Leadership
Exchange

Opportunity amid disruption

April 30, 2019
New York City

Our second annual Invesco Leadership Exchange was hosted at the Metropolitan Club in NYC on April 30. The full day agenda included insights from Invesco subject matter experts on cyber security, technological disruption, DC plan evolution, ESG and the global economy, as well as a keynote address by Carly Fiorina, Former CEO of Hewlett-Packard, who shared her experiences in empowering organizations and driving results. We were also proud to again offer our Peer Exchange session where institutional clients had a closed-door opportunity to discuss top-of-mind concerns and share solutions with their peers.

John

John Galateria,
Head of North America Institutional and Event Chairman

Meet our speakers

Andy Blocker serves as Head of US Government Affairs for Invesco. In this role, he drives Invesco’s legislative and regulatory advocacy initiatives with policymakers, engages with clients and opinion leaders on public policy developments, and seeks to maximize the company’s political footprint.

Previously, Mr. Blocker served as executive vice president of public policy and advocacy for the Securities Industry & Financial Markets Association, where he led a team engaging lawmakers and regulators on international, federal and state issues impacting the financial services industry. Prior to that, Mr. Blocker spent five years as managing director for UBS’ US Office of Public Policy with a focus on lobbying, client service and education for individual and institutional clients. He also served as vice president of government relations for the New York Stock Exchange, as managing director of government and international affairs for American Airlines, and for the White House as special assistant to the president for legislative affairs. Mr. Blocker began his career as a financial analyst for Bell Atlantic Corporation.

Mr. Blocker earned an MBA in international business from Georgetown University and a BA degree in economics from Harvard University.
Suzanne Christensen currently serves as Chief Risk Officer. Ms. Christensen joined Invesco in 2011 as Head of Financial Planning & Analysis, Enterprise Risk and Financial Systems.

Prior to joining Invesco, Ms. Christensen was senior vice president of finance and chair of the Enterprise Risk Management Committee for Franklin Templeton Investments, where she served in several roles of increasing responsibility since joining in 1989.

Ms. Christensen is currently an Advisory Council Member for the Committee of Sponsoring Organizations of the Treadway Commission’s Enterprise Risk Management Integrated Framework 2017 initiative. She was a former member of the American Institute of Certified Public Accountants Assurance Services Executive Committee and a former member of the advisory committee to the Office of Financial Research within the US Treasury Department, having served on its Financial Services and Risk Management Subcommittee. She is currently a member of the Investment Company Institute’s Risk Management Committee.

Ms. Christensen, a Certified Public Accountant (CPA), earned a BS degree (with honors) from the University of Florida’s Fisher School of Accounting and a master’s degree in accounting from Florida Atlantic University. Ms. Christensen is a member of the Women's Bond Club of New York, and currently serves as a member of the Invesco Women's Network (IWN) Governance Committee.
John Coleman is Managing Director and Chief Administrative Officer of Global Institutional, as well as Chief Operating Officer of Invesco Private Markets for Invesco.

Mr. Coleman was previously head of strategy and business planning, responsible for the firm's strategic planning process and special projects. Prior to joining Invesco, he was a consultant with McKinsey & Co., where he worked on strategy and organization issues in a variety of industries. Past professional experiences also include investment management roles at Bridgewater Associates and DC Energy.

Mr. Coleman earned a BS degree, summa cum laude, from Berry College, an MPA from the Harvard Kennedy School of Government and an MBA with high distinction from the Harvard Business School. He holds the Series 7, 24 and 66 registrations.
Arnab Das is Global Market Strategist based in London, and a member of Invesco’s Global Thought Leadership team. He helps develop and communicate analysis and insight on the global economy and financial markets across asset classes for clients, media, governments and central banks. He works with Invesco’s investment teams across disciplines and regions and is a member of Invesco’s Global Investor Forum Advisory Council with a focus on global macro and emerging markets. Arnab’s research interests include economic policy, reform and performance as well as economic and financial history and development.

Arnab joined Invesco in 2015 as Head of EM macro research for Invesco Fixed Income. He began his career in finance in 1992, and has served as Co-head of Economic Research & Strategy at Roubini Global Economics; Co-head of Global Economics & Strategy, Head of Global FX Research, and Head of EM Economics & Strategy at Dresdner Kleinwort; and Head of EEMEA Research at JP Morgan. He has also been a private consultant in global and emerging markets, as well as consulting with Trusted Sources, a specialist EM research boutique.

Arnab’s studies were in macroeconomics, economic history and international political economy at Princeton University and the London School of Economics.
Dave Dowsett is Global Head of Strategy and Innovation for Invesco. In this role, he focuses on augmenting Invesco Technology’s core roadmap with emerging financial technology in the marketplace. His role includes overseeing the identification of business needs through capabilities work, modeling strategic intelligence scenarios, and facilitating the movement of innovation and disruptive technology pipelines across the organization. He guides the Technology group in five core areas of focus: capabilities, strategic intelligence, innovation, disruptive technology and enterprise architecture.

Prior to joining Invesco, Mr. Dowsett lived and worked across Africa, Europe and North America, with 22 years of combined experience in applications, technology infrastructure management and digital transformation for organizations like Fidelity Investments, Unilever and Global Crossing (Level 3).

Despite having never pursued a traditional university education, Mr. Dowsett supplements his business knowledge with self-guided business and leadership courses.
Carly Fiorina is a true leader, a seasoned problem-solver and a passionate advocate for entrepreneurship, innovation, and effective leadership. Her lifetime of experience has taught Mrs. Fiorina that the highest calling of leadership is to unlock the potential in others.

Mrs. Fiorina started her career filing and answering the phones as a secretary in a nine-person real estate firm. She then joined AT&T in an entry-level sales position. Fifteen years later, she led AT&T’s spin-out of Lucent Technologies and then Lucent’s North American operations.

In 1999, she was recruited to Hewlett-Packard where she became the first woman to lead a Fortune 50 business and allowed HP to survive the worst technology recession in 25 years. In her six years as Chairman and CEO of Hewlett-Packard, the company not only survived the dot-com bust — it became the leader in every market segment and product category. HP doubled revenue to over $80 billion, quadrupled the growth rate to 6.5%, and tripled innovation to 15 patents a day. While household names went out of business, Mrs. Fiorina saved 80,000 jobs and grew the company to 160,000 jobs. Mrs. Fiorina transformed HP from a lurching bureaucracy into an agile, tech industry leader. As a result, HP grew from the 28th to 11th largest company in the United States during her tenure.

Mrs. Fiorina has always believed in giving back to the community. She has served as Chairman of Good360, the world's largest product philanthropy organization, and Chairman of Opportunity International, a Christian-based organization that lifts millions out of poverty through microfinance.

Today, Carly continues to give back through her foundation and advances problem-solving and transformational change with organizations and businesses by her work at Carly Fiorina Enterprises, learn more at www.CarlyFiorina.com.
Martin L. Flanagan is president and CEO of Invesco, a position he has held since August 2005. He is also a member of the board of directors of Invesco and serves as a trustee and vice chairman of the Invesco Funds.

Mr. Flanagan joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from January 2004 to July 2005. Previously he had been Franklin’s copresident from May 2003 to January 2004, chief operating officer and chief financial officer from November 1999 to May 2003, and senior vice president and chief financial officer from 1993 until November 1999. Mr. Flanagan served as director, executive vice president and chief operating officer of Templeton, Galbraith & Hansberger, Ltd. before its acquisition by Franklin in 1992. Before joining Templeton in 1983, he worked with Arthur Andersen & Co.

Mr. Flanagan earned a BA and BBA from Southern Methodist University (SMU). He is a CFA charterholder and a certified public accountant. He serves on the Board of Governors and as a member of the Executive Committee for the Investment Company Institute, and is a former chairman. He also serves as a member of the Executive Board at the SMU Cox School of Business and is involved with a number of civic activities in Atlanta.
Jennifer Flitton is Vice President of Federal Government Affairs with the US Government Affairs team. In this role, she works side by side with Andy Blocker, Head of US Government Affairs, with the goal of driving Invesco’s advocacy initiatives with policymakers and regulators, ensuring the firm is an influential part of the Washington conversation and solidifying Invesco’s seat at the table.

Ms. Flitton joined Invesco in 2018 from the Securities Industry and Financial Markets Association (SIFMA). At SIFMA, she led lobbying initiatives on behalf of the asset management and broker dealer industries with a focus on asset management, wealth management and tax issues, including the 2017 tax reform bill and the Department of Labor’s fiduciary rule. Prior to joining SIFMA, Ms. Flitton spent 16 years on Capitol Hill, last serving as the deputy chief of staff and legislative director for Congressman Patrick McHenry, and as Congressman McHenry’s designee to the House Financial Services Committee’s Oversight and Investigations Subcommittee. She started her Capitol Hill career with former House Financial Services Committee Chairman Mike Oxley.

Ms. Flitton earned a BA degree from Ashland University in 1999 and a master's degree in public policy from George Mason University in 2006.
John Galateria is the Head of North America Institutional. In this role, he oversees business development efforts across all institutional channels and segments, including Defined Benefit, Defined Contribution, Insurance, Global Liquidity and Consultant Relations.

Prior to joining Invesco in 2016, Mr. Galateria spent nearly six years in leadership positions at JP Morgan Asset Management. The most recent role he held was head of the North American institutional business, responsible for direct sales, relationship management, consultant relations and marketing strategy for the company’s defined benefit and defined contribution institutional business. During his tenure at JP Morgan, he also was the head of JP Morgan’s defined contribution investment solutions business, responsible for all defined contribution investment-only distribution across direct, intermediary and platform channels.

Before joining JP Morgan, Mr. Galateria served as the head of sales for the retirement plan services division at T. Rowe Price Associates. At T. Rowe Price, he spent 18 years in business development in the defined contribution arena.

Mr. Galateria earned a BA degree from the University of Richmond. He holds the Series 6, 7, 24, 26 and 63 registrations.
Mark Giuliano is Chief Administrative Officer (CAO) for Invesco. His responsibilities include overseeing the Technology, Investment Services, Global Security, North American Transfer Agency, Hyderabad Operations and Invesco Trust Company departments.

Previously, Mr. Giuliano was managing director and global head of security, technology and operations, and served as Invesco’s chief security officer (CSO). He joined Invesco in February 2016 after 28 years with the Federal Bureau of Investigation (FBI).

Formerly, Mr. Giuliano served in a number of leadership roles at the FBI before retiring as the deputy director and chief operating officer. He also served as a special agent in charge of the Atlanta division after serving as the executive assistant director (EAD) of the National Security Branch. As EAD, he was responsible for ensuring the FBI successfully executed its national security mission to defend the United States and its interests from threats. He also served as the FBI’s lead intelligence official, responsible for coordination and liaison with the US director of national intelligence and the broader intelligence community.

Prior to his role as EAD, Mr. Giuliano held the position of the assistant director of the counterterrorism division, where he oversaw the FBI’s global counterterrorism efforts.

Mr. Giuliano earned a degree in business economics from the College of Wooster.
Kristina Hooper is the Chief Global Market Strategist at Invesco. She entered the financial industry in 1995. Prior to joining Invesco, Ms. Hooper was the US investment strategist at Allianz Global Investors. Prior to Allianz, she held positions at PIMCO Funds, UBS (formerly PaineWebber) and MetLife. She has regularly been quoted in The Wall Street Journal, Financial Times, The New York Times, Reuters and other financial news publications. She was featured on the cover of the January 2015 issue of Kiplinger’s magazine, and has appeared regularly on CNBC, Bloomberg TV, Yahoo Finance and Reuters TV. She has also been a mainstage speaker at numerous national and regional conferences.

Ms. Hooper earned a BA degree, cum laude, from Wellesley College; a JD from Pace University School of Law, where she was a Trustees’ Merit Scholar; an MBA in finance from New York University Stern School of Business, where she was a teaching fellow in macroeconomics and organizational behavior; and a master’s degree from the Cornell University School of Industrial and Labor Relations, where she focused on labor economics.

Ms. Hooper holds the Certified Financial Planner™ (CFP), Chartered Alternative Investment Analyst (CAIA), Certified Investment Management Analyst® (CIMA) and Chartered Financial Consultant® (ChFC) designations. She serves on the board of trustees of Hour Children, and previously served on the board of Jefferson Insurance Company and on the board of the Foundation for Financial Planning, which is the pro bono arm of the financial planning industry.
Greg Jenkins is a Managing Director and Head of Institutional Defined Contribution on the North American Institutional team. As a managing director, he and his team are responsible for new business development and relationship management with plan sponsors and consultants. In addition to his role at Invesco, Mr. Jenkins serves on committees with the Defined Contribution Institutional Investment Association, the National Association of Government Defined Contribution Administrators, Inc. and the Defined Contribution Real Estate Council. He is a frequent speaker and thought leader on relevant topics in the retirement industry.

Mr. Jenkins joined Invesco in 2010. He entered the investment management industry in 1991 and has over 20 years of experience in the defined contribution market. Most recently, he was with Morgan Stanley Investment Management, where he was responsible for institutional defined contribution relationships and consultant relations. Prior to that, he was vice president of defined contribution sales at Charles Schwab from 2001 to 2007. Before Charles Schwab, Mr. Jenkins spent nine years in sales and client relationship roles, all in the defined contribution arena, at three firms, including Financial Engines and Invesco.

Mr. Jenkins earned a BA degree in economics from the University of Colorado and an MBA from the University of Texas at Dallas. He is a Chartered Financial Analyst® (CFA) charterholder and a member of the CFA Institute. He holds the Series 3, 7, 30, 63 and 79 registrations.
Kristopher (Kip) McDaniel is the Chief Content Officer & Editor-in-Chief at Institutional Investor.

Kip was formerly the founding editor of Chief Investment Officer magazine.

Before launching CIO in 2009, Kip rowed for the Canadian National Rowing Team from 2005 until 2008, where he won two bronze medals at the World Rowing Championships (2005 and 2007).

Kip has government and land economy degrees from Harvard University (2004) and Cambridge University (2007), and originally hails from Vancouver Island, Canada. He now resides in New York City and Bow, New Hampshire.
Colin Meadows is responsible for Invesco’s Private Markets and Global Institutional platforms, Global Services (including Security, Technology and Operations) and Jemstep. He also directs the firm’s Corporate Development strategy and has served as a Senior Managing Director since 2006.

Mr. Meadows came to Invesco from GE Consumer Finance, where he was Senior Vice President of Business Development and Mergers & Acquisitions. Prior to that role, he served as a Senior Vice President of Strategic Planning and Technology at Wells Fargo Bank. From 1996 to 2003, Mr. Meadows was an Associate Principal with McKinsey & Company, focusing on the financial services and venture capital industries with an emphasis on the banking and asset management sectors.

Mr. Meadows earned a BA in economics and English literature from Andrews University and a JD from Harvard Law School.
Bonnie Saynay is Global Head of Responsible Investment for Invesco. In this role, she oversees responsible investment (RI)/environmental, social and governance (ESG)/investment stewardship practices, proxy voting, and governance across Invesco, including RI strategy, policy, investor/issuer engagement and ESG thought leadership. Ms. Saynay is supported by a team of seven ESG and governance analysts located across three regions.

Ms. Saynay engages with external stakeholders through institutional and retail client engagement, industry events, interviews, collaborations, panels and speaking engagements. She engages with internal stakeholders through executive team updates and fund board updates, and by partnering with global investment teams across listed equity, fixed income and alternatives investments.

Additionally, Ms. Saynay supports industry advocacy around responsible investment. She serves on the Principles for Responsible Investment's Advisory Committee for ESG Engagements and Sustainable Development Goals Working Group, the advisory board of the Deep Data Delivery Standards, and the Investment Company Institute's Global ESG Task Force. Ms. Saynay also chairs the Invesco Global Proxy Advisory Committee, is co-chair of the Corporate Responsibility Committee, which oversees Invesco’s investment and corporate stewardship activities globally, and sits on the Shareholder Rights Directive Steering Committee for Europe, the Middle East and Africa.

Ms. Saynay has more than 20 years of experience in process improvement consulting and program management in both the public and private sectors. She earned a bachelor’s degree from the University of Michigan in Ann Arbor and a master’s degree from Wayne State University in Detroit.
Bob Scheetz is the Head of North America Institutional Consultant Relations. He is also Chair of the Global Consultants Committee and a member of the Global Institutional Leadership team.

Prior to joining Invesco in 2010, Mr. Scheetz served as a senior vice president and senior portfolio manager with oversight responsibilities for a global team for 14 years at AllianceBernstein L.P. In addition, he was a member of the global/non-US growth portfolio management team. Prior to that, he spent three years at BARRA RogersCasey, an investment consulting firm, where he was responsible for advising clients on the issues of asset allocation and investment manager searches. Mr. Scheetz began his career by assisting clients on the recordkeeping and design of their defined contribution investment programs at Hewitt Associates.

He earned a BA degree in political science from the University of Pennsylvania. He holds the Series 3, 7, 24 and 65 registrations.
Richard Wagoner became a Non-Executive Director of Invesco in October 2013 and is a member of the Audit Committee, the Nomination and Corporate Governance Committee and the Compensation Committee.

Mr. Wagoner served as Chairman and Chief Executive Officer of General Motors Corporation (GM) from May 2003 through March 2009 and had been President and Chief Executive Officer since June 2000. Prior positions during his 32-year career with GM include Executive Vice President and President of North American Operations; Executive Vice President, Chief Financial Officer and Head of Worldwide Purchasing; and President and Managing Director of General Motors do Brasil.

Mr. Wagoner is a member of the Boards of Directors of Graham Holdings and privately held Aleris, ChargePoint and Excelitas Technologies Corp. In addition, he is an Advisor to Jefferies, XL Hybrids and WePredict, Inc., and he informally advises AEA Investors and Riverwood Holdings and a number of startup and early-stage ventures. In addition, Mr. Wagoner is also a member of the Virginia Commonwealth University Board of Visitors, the Duke University Health System Board of Directors, the Duke Kunshan University Advisory Board and The Leapfrog Group Board of Directors.

He previously chaired the Duke University Board of Trustees. He is also an honorary member of the Mayor of Shanghai, China’s International Business Leaders Advisory Council and the Catalyst Board of Directors. Mr. Wagoner earned an MBA from Harvard Business School and a bachelor’s degree from Duke University.
Bob is the Director of the Cambridge Centre for Alternative Finance and Senior Faculty of Management Practice in the Cambridge Judge Business School, where he teaches New Venture Finance, Fintech and Alternative Finance courses in the MBA and Master of Finance programmes. He is an economic sociologist with an interest in studying new instruments and channels of finance emerging outside of the traditional banking and capital markets system and is co-editor along with Raghu Rau of The Handbook of Alternative Finance to be published by Palgrave Macmillan in 2019.

Bob is an advisor to both corporations and government agencies in the area of financial innovation and has been a non-executive director of several successful technology firms, most recently a SaaS IoT company acquired by SAP in 2016.

Prior to entering the world of academia in 2010, Bob had a 30-year career as an entrepreneur and professional investor, most recently as Managing Director in Europe for one of the largest privately-owned companies in the United States. He holds an undergraduate degree in business from Queen’s University in Canada, an MBA from the Chicago Booth School of Business, an MSc in Social Anthropology from the London School of Economics, and a PhD from Cambridge.
Phoebe Wood has served as a Non-Executive Director of Invesco since January 2010. She is a member of the Nomination and Corporate Governance Committee, as well as the Compensation Committee. She also chairs the Audit Committee.

Ms. Wood is currently a Principal of CompaniesWood, and she served as Vice Chairman, Chief Financial Officer and in other capacities at Brown-Forman Corporation from 2001 until her retirement in 2008. Prior to joining Brown-Forman, Ms. Wood was Vice President, Chief Financial Officer and a Director of Propel Corporation (a subsidiary of Motorola) from 2000 to 2001. Previously, Ms. Wood served in various capacities during her tenure at Atlantic Richfield Company from 1976 to 2000. Ms. Wood currently serves on the Boards of Directors of Leggett & Platt, Inc. as the Chair of the Compensation Committee, and Pioneer Natural Resources Company as a member of the Audit Committee and the Nominating and Corporate Governance Committee. She has also joined the Board of Directors of the PPL Corporation, where she serves on the Compensation, Governance and Nominating Committee.

In addition, she serves on the Boards of Trustees for the American Printing House for the Blind, the Gheens Foundation and Pitzer College. Ms. Wood earned a BA from Smith College and an MBA from the University of California, Los Angeles.

Insights

Beyond the quest for alpha: Navigating the evolving asset management industry

Martin L. Flanagan
President and Chief Executive Officer, Invesco
Suzanne Christensen
Chief Risk Officer, and Global Chair of the Invesco Women’s Network
Colin Meadows
Senior Managing Director, Head of Global Institutional and Private Markets, Invesco

Industrial revolution 4.0: Accelerating change

Arnab Das
Global Market Strategist, Invesco

How evolving frameworks for ESG
integration can lead to investment opportunities

Bonnie Saynay
Global Head of Responsible Investment, Invesco

Global market outlook: Divergence, disruption and debt overhang

Kristina Hooper
Chief Global Market Strategist, Invesco

Cybersecurity: Raising awareness to prevent a third-party or supply chain attack

Mark Giuliano
Chief Administration Officer and Global Head of Security, Technology and Operations, Invesco

Navigating and embracing new technologies

Dr. Robert Wardrop
Economic Sociologist, Director of the Cambridge Centre for Alternative Finance, University of Cambridge
Dave Dowsett
Global Head of Strategy and Innovation, Invesco
Bob Scheetz
Head of North America Institutional Consultant Relations

Facing challenges: Leadership in action

Carly Fiorina
Former Chairman and Chief Executive Officer, Hewlett-Packard

Leading through change: Finding conviction and decisiveness during turbulent times

Carly Fiorina
Former Chairman and Chief Executive Officer, Hewlett-Packard
G. Richard Wagoner Jr.
Former President and Chief Executive Officer, GM Corporation, and Member of the Invesco Ltd. Board of Directors
Phoebe Wood
Principal of CompaniesWood, former CFO of Brown-Forman and Member of the Invesco Ltd. Board of Directors
Martin L. Flanagan
President and Chief Executive Officer, Invesco

Contact Us

For additional information please contact your Invesco relationship manager, or alternatively you can email us at 2019leadershipexchange@invesco.com