Gain insight into top retirement trends your clients need to know to meet participants evolving needs. Liana Magner, EVP, Head of Retirement and Institutional Business Development, Natixis Investment Managers, will delve into key findings from the Natixis Center for Investor Insight research and share investor sentiment on achieving retirement security. Trends in investment design, a shifting retirement income landscape, and the growing popularity of CITs will also be covered.
About the Speaker
Liana Magner, CFA® EVP, Head of Retirement and Institutional Natixis Investment Managers – US Distribution
Liana Magner is Executive Vice President and Head of Retirement and Institutional in the US for Natixis Investment Managers. She leads consultant relations, institutional distribution and the retirement businesses, which includes overall responsibility for the strategy, development, management, and growth of the defined contribution growth in the US. Liana joined Natixis IM from Mercer, where she was a partner and served as the defined contribution (DC) and financial wellness leader in the US. She has over 25 years of experience in the investment industry, including more than 20 years at Mercer, where she was responsible for strategy and growth of the DC business across the spectrum of solutions and clients. Additionally, she developed and led Mercer’s DC Outsourced CIO unit in the US. She was a member of Mercer’s Wealth Leadership Team, Target Date Fund Strategic Research Team, DC Discretionary Governance Committee, and National Defined Contribution Investment Committee. Throughout her consulting career, she has specialized in working with large and mega DC plan sponsors.
Moderator
Bill Slimbaugh, AIF®, Managing Director, Retirement Strategies, Natixis Investment Managers – US Distribution
Bill Slimbaugh is a Managing Director for Retirement Strategies at Natixis Investment Managers – US Distribution. He covers all retirement distribution in the Northeast and manages the Retirement Strategies sales team nationally. Prior to joining the firm, Bill was a financial advisor with Morgan Stanley, focusing on workplace and personal retirement plans. He began his investment career as a mutual fund wholesaler, and also has prior experience in variable and fixed annuities. He has over 25 years of investment industry experience and has experience in retirement plan design, fund selection and participant education. Bill holds a BA in economics from the College of the Holy Cross. He is an Accredited Investment Fiduciary® (AIF®) and is FINRA Series 7 and 65 licensed.
Participant Information
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