PANC 2020: Opening Remarks Considerations for ESG Investments

Mike Volo is the Senior Partner at Cammack Retirement Group, one of largest institutional investment consultants worldwide. Based in Wellesley, Massachusetts, Mike focuses on the success and satisfaction of Cammack Retirement Group’s clients, and works with the nation’s leading academic and research institutions, healthcare providers, corporations, non-profit organizations, and public sector employers to help solve their biggest retirement plan challenges. Mike, a recognized retirement savings and investing expert, has been featured in the Wall Street Journal, CNN, Pensions & Investments, Institutional Investor, and other national publications.

Prior to joining Cammack Retirement Group, Mike led the client service organization, focused on the non-profit sector, at the largest U.S. retirement planning firm, and served as head of acquisition and client marketing for workplace investing. Additionally, Mike served as the chief marketing officer for a leading investment manager, where he was responsible for the retirement plan, mutual fund, and insurance product lines.

Mike received his Bachelor of Science degree from Boston College’s Carroll School of Management and served as a longtime board member and board chair of Bottom Line, which has helped thousands of low-income and first-generation students get to college, stay in college, and earn their degrees.

Matt is a Partner and Director, Manager Research at Fiduciary Investment Advisors, LLC (FIA). In his role, Matt leads the manager research group and due diligence effort for the firm. Matt also conducts research on various fixed income strategies and historically has covered a variety of different asset classes. Matt is a member of the firm’s Discretionary Investment Services Committee, which is responsible for the oversight and management of the firm’s discretionary investment portfolios. In addition, Matt is a member of the Defined Contribution Strategic Oversight Committee and conducts research on target date and stable value strategies. Prior to FIA, he was an Investment Analyst and member of the Consultant Relations team at Fidelity Investments. He was responsible for providing investment updates to institutional consultants and communicating trends within the defined contribution industry. Matt has earned the right to use the Chartered Financial Analyst® designation and is a member of the CFA Institute and the Hartford CFA Society.

Education: Stonehill College, BSBA

Outside Activities: Member of the CFA Institute and the Hartford CFA Society

Foodshare, Inc. Finance & Audit Committee – Member

Personal Interests: Spending time with family and fishing

Edward Farrington is an Executive Vice President with Natixis Investment Managers. In this role, he leads consultant relations as well as institutional and retirement sales efforts. Mr. Farrington was previously based in London, where he led global wholesale efforts for the firm, supporting clients throughout Europe, Asia, and the Americas. Mr. Farrington has more than 20 years of experience in investment management. Prior to joining Natixis, he served as national fundraising manager for Fidelity Charitable Services. There, he led fundraising efforts for the nation’s largest donor-advised fund. Mr. Farrington also held senior roles in Chicago, San Diego, and Boston with Fidelity Investments. Mr. Farrington has a BA in political science from the University of New Hampshire. He is FINRA Series 6, 7, 24 and 66 licensed and holds an Accredited Investment Fiduciary® (AIF®) designation and the Chartered Advisor in Philanthropy (CAP) designation. Additionally, Mr. Farrington is actively involved in Strong Women, Strong Girls, a Boston-based nonprofit focused on eliminating the ambition gap for young women. He is also a trustee of the Travis Roy Foundation and a member of the Advisory Board for the World Surf League, the governing body for professional surfing.