Gain insight into top retirement trends plan sponsors 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
Kevin Finney, Managing Director, Institutional, Natixis Investment Managers
Kevin Finney is Managing Director, Institutional Relations. In this role, he is responsible for distributing the firm’s investment expertise and capabilities to the professional buyer community with a focus on institutions and consultants. He joined the company in 2007 after spending six years at MFS Investment Management. He was previously with Fidelity Investment for seven years, specializing in the defined contribution business. Kevin received his BA from Ithaca College and his MA in public administration from Northeastern University. He is FINRA Series 6, 7, and 63 licensed.
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