AARP Speaker Collage v5

Featured Speaker

  • Madeleine K. Albright, Secretary of State (1997-2001)

Confirmed Speakers

  • Jack Ahn, Vice President of Health Software R&D Group, Samsung Electronics

  • Rohini Anand, Senior Vice President, Corporate Responsibility and Global Chief Diversity Officer, Sodexo

  • Porter Braswell, Co-Founder, Jopwell

  • Samantha Bruck, VP, People, The Wing

  • Alexandra Cole, Co-Founder, Purpose Generation

  • Frank Cooper III, Global Chief Marketing Officer, BlackRock

  • Diana Wu David, Author, Future Proof: Reinventing Work in an Age of Acceleration

  • Adam Grant, Organizational Psychologist, The Wharton School of Business; Author, Give and Take, Originals, Option B; Host: WorkLife, a TED original podcast

  • Jo Ann Jenkins, CEO, AARP

  • Rich Karlgaard, Editor-at-Large and Futurist, Forbes Media

  • William Lewis, CEO, Dow Jones & Company and Publisher, The Wall Street Journal

  • Kazumi Nishikawa, Director, Healthcare Industries Division, Japan Ministry of Economic Trade and Industry

  • Geoff Pearman, Managing Director and Principal Consultant, Partners in Change

  • Savannah Peterson, Founder, Savvy Millennial

  • Julio Portalatin, Vice Chair, Marsh & McLennan Companies  

  • Monika Queisser, Head, Social Policy Division, Directorate of Employment, Labour and Social Affairs, Organisation for Economic Co-operation and Development (OECD)

  • Robert Reiss, Founder, CEO Forum

  • Libby Sartain, Former CHRO Southwest Airlines & Yahoo; AARP Board of Directors

  • Peg Sullivan, Global Head of Talent Management, Morgan Stanley

  • Lindsay Ullman, Co-Founder, Umbrella

  • Debra Whitman, PhD, Chief Public Policy Officer, AARP

  • Alex Wynaendts, CEO and Chairman of the Executive Board, Aegon N.V.

Madeleine K. Albright, Secretary of State (1997-2001), Featured Speaker

Madeleine K. Albright is Chair of Albright Stonebridge Group, a global strategy firm, and Chair of Albright Capital Management LLC, an investment advisory firm focused on emerging markets. She was the 64th Secretary of State of the United States. Dr. Albright received the Presidential Medal of Freedom, the nation’s highest civilian honor, from President Obama on May 29, 2012.

In 1997, Dr. Albright was named the first female Secretary of State and became, at that time, the highest ranking woman in the history of the U.S. government. As Secretary of State, Dr. Albright reinforced America’s alliances, advocated for democracy and human rights, and promoted American trade, business, labor, and environmental standards abroad. From 1993 to 1997, Dr. Albright served as the U.S. Permanent Representative to the United Nations and was a member of the President’s Cabinet. From 1989 to 1992, she served as President of the Center for National Policy. Previously, she was a member of President Jimmy Carter’s National Security Council and White House staff and served as Chief Legislative Assistant to U.S. Senator Edmund S. Muskie.
Dr. Albright is a Professor in the Practice of Diplomacy at the Georgetown University School of Foreign Service. She chairs the National Democratic Institute for International Affairs and serves as president of the Truman Scholarship Foundation. She serves on the U.S. Department of Defense’s Defense Policy Board, a group tasked with providing the Secretary of Defense with independent, informed advice and opinion concerning matters of defense policy. Dr. Albright also serves on the Board of the Aspen Institute. In 2009, Dr. Albright was asked by NATO Secretary General Anders Fogh Rasmussen to Chair a Group of Experts focused on developing NATO’s New Strategic Concept.

Dr. Albright’s most recent book is the #1 New York Times bestseller Fascism: A Warning (2018). She is the author of five other New York Times bestsellers: her autobiography, Madam Secretary: A Memoir (2003); The Mighty and the Almighty: Reflections on America, God, and World Affairs (2006); Memo to the President: How We Can Restore America's Reputation and Leadership (2008); Read My Pins: Stories from a Diplomat’s Jewel Box (2009); and Prague Winter: A Personal Story of Remembrance and War, 1937-1948 (2012).
Dr. Albright received a B.A. with Honors from Wellesley College, and Master’s and Doctorate degrees from Columbia University’s Department of Public Law and Government, as well as a Certificate from its Russian Institute. She is based in Washington, DC.

Speaker Bios

Jack AhnJack Ahn

Vice President of Health Software R&D Group

Samsung Electronics

Jack is the Vice President of Health Software R&D Group at Samsung Electronics, where he and his team are committed to providing consumers and enterprise customers with a wide range of imaginative fitness, wellness, and health related products, solutions, and Services.

Prior to joining Samsung Electronics, Jack led a software development services company, headquartered in San Francisco and Shanghai, where he developed and deployed mobile and mobility products, solutions, and services for Fortune 500 as well as startup companies in healthcare, financial, security, and transportation industry sectors.

Deep-rooted in enterprise services and user engagement disciplines, Jack focuses on expanding Samsung Electronics’ service offerings to consumers and enterprise customers.

Jack holds a Bachelor of Science degree in Computer Science from the University of California, Irvine and a Master of Science degree in Computer Science from Stanford University.

Dr. Rohini Anand RohiniAnand_004-web

Senior Vice President, Corporate Responsibility and Global Chief Diversity Officer


Dr. Rohini Anand is Global SVP Corporate Responsibility and Global Chief Diversity Officer for Sodexo, responsible for the strategic direction, implementation and alignment of Sodexo’s integrated global diversity and inclusion initiatives, as well as Sodexo’s corporate social responsibility and wellness strategies. Dr. Anand reports to the Global CEO and is a member of the North America Regional Leadership Committee for Sodexo, the global leader in Quality of Life services. Operating in 72 countries, Sodexo’s 460,000 employees serve 100 million customers each day through On-site Services, Benefits and Rewards Services, and Personal and Home Services. Sodexo is committed to supporting diversity and inclusion and safety, while upholding the highest standards of corporate responsibility and ethical business conduct.

Under Dr. Anand’s leadership, Sodexo received the prestigious 2012 Catalyst Award and ranked in the top 10 of DiversityInc’s Top 50 Companies for Diversity for 9 consecutive years. In 2018, Sodexo was also one of the first companies to be named to DiversityInc’s inaugural Top 50 Hall of Fame; their 10th year being recognized by the company. In addition, The Human Rights Campaign has given Sodexo a 100 percent rating on its Corporate Equality Index for ten years and Sodexo was named Global Sustainability Industry Leader in its sector for the 14th year in a row by the Dow Jones Sustainability Index (DJSI). Additionally, Sodexo has been ranked as the top-scoring company in its sector for its excellent sustainability performance in the benchmark RobecoSAM ‘Sustainability Yearbook 2019’ for twelve consecutive year. Today, the Sodexo brand is synonymous with diversity, sustainability and wellness leadership. Sodexo’s remarkable global culture change, led by diversity and inclusion, is featured in a Harvard Business School case study entitled Shifting the Diversity Climate: the Sodexo Solution as well as profiled in several books on global diversity and inclusion.

Widely considered a leading expert on organizational change and diversity and inclusion, Dr. Anand has been featured in several articles including articles published in CNBC, The Boston Globe, The New York Times, and the Washington Post. She has authored several manuals and has been published in numerous trade journals. Dr. Anand has appeared on CNN, Bloomberg and CNN Money as well on National Public Radio. Dr. Anand has been the recipient of many accolades including the Mosaic Woman Leadership Award, the Women’s Foodservice Forum Trailblazer Award, the Maryland International Business Leadership Award, the American Institute for Managing Diversity’s Individual Leader Award, Webster University’s Women of Influence Award, the Who’s Who in Asian American Communities Award (WWAAC), Ascend’s inaugural Excellence in Diversity; Inclusion Award, and the Diversity Leadership Star Award by Diversity Woman. Dr. Anand received her PhD from the University of Michigan. She chairs the Catalyst Board of Advisors and serves on the boards of several organizations including the Galt Foundation, Community Wealth Partners, the National Organization on Disabilities (NOD) and Sodexo’s Stop Hunger Foundation. She also serves on the Charter Communications External Diversity and Inclusion Council.

Porter Braswell Porter Braswell

CEO and Cofounder


Porter Braswell is the CEO and cofounder of Jopwell, the leading career advancement platform for Black, Latinx, and Native American students and professionals. Launched in 2015 with fellow former Wall Street analyst Ryan Williams, Jopwell has facilitated tens of thousands of connections between its community and 100+ partner companies, which include Spotify, Peloton, UBS, and the NBA, among others. His numerous awards include being recognized by LinkedIn’s Top Voices of 2018, Vanity Fair’s Future Innovators Index, Adweek’s Young Influencers, Fast Company’s 100 Most Creative People In Business, Inc. magazine’s 30 Under 30, and Crain’s New York Business 40 Under 40. Porter’s book, Let Them See You: The Guide for Leveraging Your Diversity at Work, published by Penguin Random House, is available now for purchase at letthemseeyou.com.

Samantha Bruck Samantha Bruck

VP of People

The Wing

Samantha Bruck is the Vice President of People at The Wing, a network of community and work spaces designed for women. As the company's first VP of People, Samantha serves as a member of its executive leadership team. Since she joined the team in January, The Wing's corporate office staff has doubled in size as continues to expand across the U.S. and will open its first space in London this September. 

Samantha started her career in HR at Target, where she was a member of their executive team leader program, and worked closely with employees at all levels. She later joined Blue Apron, where she helped grow the company from 100 employees to over 5,000 and helped lead its expansion to the West Coast -- paving the way for its IPO.  Prior to joining The Wing, Samantha served as sweetgreen's Director of Talent, and supported their HR efforts in expanding from 30 restaurants to 100 and over 4,000 employees. During this period of hyper-growth, she oversaw talent acquisition and HR efforts for the restaurants and was part of a cross-functional team that worked on engagement, total rewards, and organizational design. 

She is a graduate of Cal Poly San Luis Obispo and earned her Masters in Human Resource Management from the University of Southern California. Her and her fiancé call Brooklyn home and are hoping to adopt a dog in the near future.


Alexandra Cole

Alexandra Cole

Head of Strategy and Co-founder

Purpose Generation

Alexandra spearheads Strategy & Operations at Purpose Generation. Purpose Generation is a strategy, insights, and content firm dedicated to bringing brands and consumers closer together by helping clients navigate how the next generation consumes, works, invests, and communicates. Clients include Campbell Soup Company, Walt Disney, AARP, and Morgan Stanley. 

Alexandra was previously an Associate Consultant at Bain & Company, where she worked across a wide range of industries, including Financial Services, MedTech, Healthcare, and Private Equity. Prior to joining Bain & Company, she worked for the Acumen Fund, where she supported Acumen’s global expansion team with a particular focus on researching entrepreneurial activity and fundraising models in Southeast Asia. Alexandra is a Dutch Native and graduated from Princeton University where she pursued a degree in Politics.

Frank Cooper III Frank Cooper

Global Chief Marketing Officer


Frank Cooper III, Senior Managing Director, is the Global Chief Marketing Officer of BlackRock. He is a member of the Global Executive Committee and Global Operating Committee.

As Global CMO, Mr. Cooper is responsible for shaping BlackRock's global brand and marketing strategy for institutional and retail clients, including overseeing all digital marketing, branding and research and insights functions at the firm.

Mr. Cooper previously served as Chief Marketing and Creative Officer at BuzzFeed, the leading social content publisher. Prior to this, he served as Chief Marketing Officer of Global Consumer Engagement for PepsiCo's Global Beverage Group. Mr. Cooper started his career as an entertainment lawyer and later served as a senior executive at two of the most iconic music labels: Motown and Def Jam. Mr. Cooper's work spans television, digital, short-form video,

feature film, sports and music.

Mr. Cooper has been acknowledged by Fast Company magazine as one of the "100 Most Creative People in Business," was a four time recipient of Billboard magazine's "Power 100" and recipient of AdColor's coveted "Legend" award.

Mr. Cooper earned a J.D. from Harvard Law School, where he served as the Supreme Court Editor of The Harvard Law Review, and a B.S. degree in business administration from the University of California at Berkeley.

Diana Wu David Diana Wu David headshot


Future Proof: Reinventing Work in an Age of Acceleration

Diana Wu David is the author of Future Proof: Reinventing Work in the Age of Acceleration, a book about how to adopt more agile mindsets and practices to prepare this growing demographic for success in a fast-changing world, across a 100-year life. Diana is an adjunct professor of leadership at Columbia Business School's EMBA Global Asia and for the Financial Times Non-Executive Director Diploma for independent board directors.

A former Financial Times executive, Diana now works at CEO and board level to boost agility and collaboration and build a competitive, resilient workforce. Her clients have included the Mandarin Oriental Hotel Group, the World Bank, Expedia, Asia Development Bank and Credit Suisse. She began her career and leadership education as an assistant to Dr. Henry Kissinger.

Her company, Sarana Labs, invests in young people and companies that will prepare them for a bright future. Past investments include into gaming for good, robotics education, a global online training platform and a social impact fund also that trains women to invest via peer-to-peer learning and teamwork.

Adam Grant Adam Grant

Organizational Psychologist, The Wharton School of Business

Author, Give and Take, Originals, Option B

Host: WorkLife, a TED original podcast

Adam Grant has been Wharton’s top-rated professor for six straight years. As an organizational psychologist, he studies how we can find motivation and meaning, and lead more generous and creative lives. He has been recognized as one of the world's 10 most influential management thinkers and Fortune's 40 under 40.

He is the author of three New York Times best-selling books that have sold over a million copies and been translated into 35 languages. Give and Take examines why helping others drives our success, and was named one of the best books of 2013 by Amazon, the Financial Times, and the Wall Street Journal—as well as one of Oprah's riveting reads and Harvard Business Review’s ideas that shaped management. Originals explores how individuals champion new ideas and leaders fight groupthink; it was praised by J.J. Abrams, Richard Branson, and Malcolm Gladwell. Option B,with Sheryl Sandberg, is on facing adversity and building resilience.

Grant's TED talks on original thinkers and givers and takers have been viewed more than 11 million times. He received a standing ovation at TED in 2016 and was voted the audience's favorite speaker at The Nantucket Project. His speaking and consulting clients include Facebook, Google, the NBA, the Gates Foundation, the U.S. Army and Navy, and the World Economic Forum, where he has been honored as a Young Global Leader. He hosts "WorkLife", a TED original podcast; writes on work and psychology for The New York Times; and has over 2 million followers on social media. He shares monthly insights in his newsletter, GRANTED.

Grant was profiled in The New York Times Magazine cover story, "Is giving the secret to getting ahead?" He was tenured at Wharton while still in his twenties, and has received the Excellence in Teaching Award for every class that he has taught. He is the founder and host of the Authors@Wharton speaker series, and co-director of Wharton People Analytics. He has designed experiential learning activities in which students have raised over $325,000 for the Make-A-Wish Foundation while developing leadership, influence, networking and collaboration skills. He is a passionate feminist who serves on the Lean In board and the Defense Innovation Board at the Pentagon.

Grant earned his Doctor of Philosophy degree in Organizational Psychology from the University of Michigan, completing it in less than three years, and his Bachelor of Arts degree from Harvard University, magna cum laude with highest honors and Phi Beta Kappa honors. He has earned awards for distinguished scholarly achievement from the Academy of Management, the American Psychological Association, and the National Science Foundation. His pioneering research has increased performance and reduced burnout among engineers and sales professionals, enhanced call center productivity, and motivated safety behaviors among doctors, nurses and lifeguards. He is a former magician and Junior Olympic springboard diver, and lives in Philadelphia with his wife, two daughters, and son.

Jo Ann Jenkins Jo Ann Jenkins

Chief Executive Officer, AARP

As CEO of AARP, Jo Ann Jenkins leads the world’s largest non-profit, nonpartisan membership organization, harnessing the power and passion of almost 2,300 staff members, 60,000 volunteers and numerous strategic partners. Since joining the organization in 2010 and heading it since 2014, she has transformed AARP into a leader in social change, dedicated to empowering people to choose how they live and age.  A fearless champion for innovation and impact, Jenkins is often lauded for her ability to create business opportunity and competitive differentiation. She has been described as a visionary and global thought leader, a catalyst for breakthrough results, accelerating progress and contribution while fostering positive relationships.

Jenkins offers deep knowledge and experience derived from her work with some of the nation’s most iconic brands – the U.S. Government and Library of Congress as well as AARP and AARP Foundation – with an understanding of the interplay and nuance of business, politics and social change.

While AARP has long been recognized for its services, information and advocacy on behalf of people age 50 and over, Jenkins led efforts to redefine AARP’s vision, challenge outdated beliefs and spark new insights that allow people to adapt to the new realities of aging – with relevant solutions to everyday issues such as health, financial resilience, digital and social connectivity, work opportunities and personal fulfillment.  Her best-selling book, Disrupt Aging: A Bold New Path to Living Your Best Life at Every Age, has become a signature rallying cry for revolutionizing society’s views on aging by driving a new social consciousness and sparking innovative solutions for all generations. She also established a new strategic direction and operating structure for AARP Foundation, focusing on change in four critical areas – hunger, income, housing, and isolation.  She created Drive to End Hunger, a multi-year, nationwide campaign which has donated over 36 million meals and provides support to over 100 anti-hunger organizations across the country.

Jenkins began her career with the U.S. Department of Housing and Urban Development, later moving to the US. Department of Transportation and U.S. Department of Agriculture in a variety of leadership roles with increasing responsibility.  Interlaced with her public service, she served in several private consulting firms, advising major corporations in their development and implementation of diversity and organizational strategy. In 1994 she was asked to join the Library of Congress as a senior advisor, then Chief of Staff, becoming its Chief Operating Officer in 2007.  She led the development of innovative initiatives that transformed the Library’s workforce into “knowledge navigators,” launched the National Book Festival, created the Library of Congress Experience, an interactive pathway offering access to the Library’s incomparable collections, and built strong, mutually-supportive relationships with private sector sponsors.

Jo Ann Jenkins has held a variety of board and advisory positions including AARP Services, AARP Funds, Colonial Williamsburg Foundation, The Wall Street Journal CEO Council, Kennedy Center National Symphony Orchestra Board of Directors, Stanford School of Medicine Board of Fellows, U.S. Small Business Administration Council on Underserved Communities, Caring for Military Families, AVNET Board of Directors; World Economic Forum Stewardship Board for the Education, Gender, and Work System Initiative; and World Economic Forum, Board of Governors for the Health Systems Initiative. In 2019, she was named to the AARP Board of Directors; Baldridge Leadership Award (2019); Fortune: “One of the World’s 50 Greatest Leaders” (2019).  She has been recognized with WNET New York Public Media 2018 “Woman of Vision” Award; Washington Business Journal’s “Women Who Mean Business” award (2018); Black Enterprise Magazine “Most Powerful Women in Business” (2017); Actor’s Fund Medal of Honor (2017); International Association of Gerontology and Geriatrics 2017 Presidential Award; Foreign Policy Global Thinker (2017); Power 100 – Washington’s Most Influential People, Washington Life Magazine (2015, 2016, & 2017); “Non-Profit Influencer of the Year” (2015); “Non-Profit Times’ Power and Influence Top 50” (2013, 2014, 2015, 2016 and 2018); Peace Corps Director’s Award (2014) and Malcolm Baldrige Fellow (2013).

After earning her Bachelor of Science degree from Spring Hill College in Mobile, AL, she graduated from the Stanford Graduate School of Business Executive Program.  Jenkins also holds an Honorary Doctorate of Humane Letters from both Spring Hill College and Washington College.­


Rich Karlgaard RK.headshot.2

Editor-at-Large and Futurist

Forbes Media

Rich Karlgaard is the former publisher and current editor-at-large and futurist of Forbes Media. His writing is known for its keen assessment of technology, economic, business and leadership issues. He is a regular commentator on the Fox Business channel, a speaker and panel moderator at business events, and a Silicon Valley investor and advisory board member.

Karlgaard’s 2014 book on innovation culture, The Soft Edge: Where Great Companies Find Lasting Success was foreworded by Harvard Business School professor Clayton Christensen. It made the lists of top business books of 2014 for Time.com, Inc., 800-CEO-READ and Huffington Post.

Karlgaard’s 2015 book, Team Genius: The New Science of High Performing Organizations, was published in 2015. The book was hailed by Satya Nadella, CEO of Microsoft, and Fred Smith, CEO and chairman of FedEx.

His 2019 book, which Karlgaard calls his most important, is called Late Bloomers: The Power of Patience in a World Obsessed with Early Achievement. It immediately became an Amazon #1 New Release and was favorably reviewed by National Public Radio’s Morning Edition, Harvard Business Review, the Wall Street Journal, and the New York Post.

Karlgaard holds a B.A. in political science from Stanford University. He and his family live in Silicon Valley. He is a past winner of the Northern California E&Y Entrepreneur of the Year award, and a proud member of AARP.


William Lewis will lewis photo

Chief Executive Officer, Dow Jones & Company

Publisher, The Wall Street Journal

William Lewis was appointed CEO of Dow Jones and publisher of The Wall Street Journal in 2014. He previously served as chief creative officer for News Corp, responsible for the company’s creative strategy and developing new commercial opportunities.

Mr. Lewis joined News Corp. in September 2010 as group general manager of News UK, based in London.

Prior to joining News Corp., Mr. Lewis served as editor-in-chief of Telegraph Media Group, which he joined in 2005. Under his editorship, The Daily Telegraph was named UK Newspaper of the Year and Mr. Lewis named Journalist of the Year by the British Press Awards following the paper’s role in exposing the parliamentary expenses scandal. Mr. Lewis led the team that designed and created The Daily Telegraph’s acclaimed newsroom, organizing the paper’s

move from its previous premises.

From 2002 until his move to The Daily Telegraph, Mr. Lewis was business editor of The Sunday Times. He previously worked at the Financial Times in a number of senior roles, including news editor and New York-based mergers and acquisitions correspondent.

Kazumi NishikawaKazumi Nishikawa

Director, Healthcare Industries Division

Japan Ministry of Economic Trade and Industry

Kazumi Nishikawa is Director, Healthcare Industries Division, of METI (Ministry of Economy Trade and Industry) of Japan. He is a member of Global Future Council for Human Enhancement and Longevity, WEF. Prior to his current appointment, Mr. Nishikawa held various positions in METI over a period of 23 years, including Director for Trade Strategy to cover trade strategy and global growth strategy of Japan, Executive Director of JETRO Singapore/Special Advisor to the Minister's Secretariat of METI to cover Asian economic integration, Director for Policy Planning in the Economic and Industrial Policy Bureau to coordinate the Growth Strategy of “Abenomics” Policy, Principle Deputy Director of Minister’s Secretariat, WTO negotiator, and Deputy Director for SME Finance. He has also worked in the Defense Ministry and Cabinet Office. Mr Nishikawa holds a law degree from the University of Tokyo, an LLM from Northwestern University School of Law, and an LLM for International Study from Georgetown University Law Center. He had qualification as an Attorney at Law in New York state, USA.



Geoff Pearman Geoff Pearlman

Managing Director and Principal Consultant

Partners in Change

Geoff Pearman is the Managing Director and Principal Consultant of Partners in Change, a Trans-Tasman organisational and workforce development consultancy that specialises in age and work. Over the past 8 years Geoff has worked with over 100 companies in Australia and NZ ranging in size from 34,000 employees to owner operators to assist them address the challenges and opportunities of longevity. He has worked across most sectors.

He is also the founder of Senior Entrepreneurs New Zealand having gone into business for the first time himself at the age of 61. He is currently leading a research project “Senior/ Kaumatua Entrepreneurs in Aotearoa New Zealand”.

He is sought after as a speaker and commentator on age and work. His first book Doing It Differently - life and work after 50 was published in 2016.

Geoff has qualifications in the sociology of organisational change, social work and learning and development. His skills have been developed through leadership roles in the university, government and human services sectors. Geoff’s career has seen him working in both New Zealand and Australia.

Savannah Peterson Savannah-Peterson


Savvy Millennial

Savannah Peterson is a Forbes 30 Under 30 in Consumer Tech and the Founder of Savvy Millennial. At Savvy Millennial, Savannah makes the future less scary by building community around new technology. Savannah was previously the Director of Global Community at Shapeways, the world's largest 3D Printing platform, where she empowered makers ranging from Bronies to drone enthusiasts. Savannah guest teaches at Stanford, NYU, UCLA, PACE and Xavier. She has been featured in/on the Today Show, NBC Nightly News, the BBC, The Wall Street Journal, CNBC, CNET, The Verge, and more.


Julio A. Portalatin Julio Portalatin

Vice Chair

Marsh & McLennan Companies

Julio A. Portalatin is Vice Chair of Marsh & McLennan Companies (MMC), a leading global professional services firm in the areas of risk, strategy and people. Prior to joining MMC as a Vice Chairman, Mr. Portalatin served as CEO of Mercer, a MMC company and leading global professional services firm that delivers advice and technology-driven solutions to help organizations meet the health, wealth and career needs of their workforces in more than 140


Under his leadership, Mercer:

  • Expanded its global footprint and increased revenue from growth markets, which now represents more than 50 percent of the firm’s revenue growth.

  • Advanced into the digital space through acquisitions, such as of Sirota, innovative partnerships, including one with PayScale, and the creation of people + digital marketplace solutions.

  • Grew assets under delegated management to more than $240 billion and assets under advisement to $11 trillion+.

  • Launched innovative wealth offerings and created a portfolio of solutions focused on the financial security of clients and their employees.

  • Developed a client group offering deep industry, people, investment and risk knowledge specifically tailored to the needs of multinational companies.

Since 2017, Mr. Portalatin has been on the Board of DXC Technologies. He actively supports several nonprofit organizations and currently sits on the boards of Covenant House International and Hofstra University. He has been a steward of the World Economic Forum and has shared insights with a range of media including The Economist, The Wall Street Journal, Fortune, CBS, CNBC + Fox News.

Prior to joining MMC, Mr. Portalatin held numerous leadership positions with AIG. He earned a Bachelor of Science degree in Business Management and honorary doctorate from Hofstra University.

Monika Queisser Monika_QUEISSER

Head, Social Policy Division, Directorate of Employment, Labour and Social Affairs

Organisation for Economic Co-operation and Development (OECD)

Monika Queisser is Senior Counsellor to the Director of Employment, Labour and Social Affairs

Directorate and the Head of Social Policy Division at the OECD, where she supervises and coordinates the work on social protection, social indicators,affordable housing, pensions, family policies, and gender.

Ms Queisser’s background is in pension system analysis and pension reform. She is a member of France’s COR (Conseil d’orientation des retraites) and is also invited to intervene in several other expert groups relating to pensions. She has been working at the OECD since 1997. In 2007-8, she worked as an adviser to the OECD Secretary-General.

Prior to joining the OECD, Ms. Queisser worked at the World Bank in Washington, D.C. She was a member of the pensions and insurance group in the Financial Sector Development Department. Her first employment was with the German Ifo Institute for economic research in Munich. Her professional experience also includes employment as a journalist at daily newspapers and broadcasting in Germany.

Robert Reiss robert-reiss-photo

Host & CEO

CEO Forum

Robert founded his company in 2007 with a radio show, The CEO Show, which today is nationally syndicated on over 25 AM radio stations with 600,000 weekly listeners. The CEO Show was rated in the 2016, “10 Top Podcasts Every CEO Should Listen To” as the #1 Podcast for CEOs. He also is a writer for Forbes.com since 2009 specializing in transformative CEOs with focus on: the customer experience, culture and digital transformation. The CEO Forum publishes The CEO Forum Magazine, a quarterly received exclusively by the top 10,000 CEOs in America.


Robert Reiss coined the term “Transformative CEO”, and then co-authored, The Transformative CEO (McGraw-Hill, 2012). Reiss’ work with CEOs has been featured in media such as Squawk Box and The Harvard Business Review where Reiss was cited as, “an expert in executive communications”. According to the renowned business author Tom Peters, “Robert Reiss knows CEOs better than any person alive.”


Prior to The CEO Show, Reiss was Managing Director of a strategic implementation firm. In his not-for-profit work, Reiss is on the Board of Griffin Healthcare (A Fortune #4 Best Company to Work for in America), Planetree, and Kingsbrook Medical Center. He was a recipient of the United Health Fund’s Distinguished Trustee Award.

Libby Sartain sartain

Former CHRO Southwest Airlines & Yahoo

AARP Board of Directors

Libby Sartain, MBA is an independent advisor, working with companies on human resource issues. With more than 40 years of experience in human resources, she is also an author and frequent public speaker, using her HR leadership and management experience at companies in technology, transportation and manufacturing. She led human resources at Yahoo! and at Southwest Airlines during transformative periods. Both companies were among Fortune magazine’s “Best Places to Work” during her tenure. She is chairman of the board of SHRM Foundation, the former board chair of the Society for Human Resource Management and is on the boards of ManpowerGroup, and Shutterfly, Inc. She resides in Bastrop, Texas.


Peg Sullivan Peg Sullivan

Global Head of Talent Management

Morgan Stanley

Peg Sullivan is a Managing Director in the Human Resources Department and is currently the Global Head of Talent Management and Relations, where she oversees Talent Acquisition, Talent Development, Employee Relations, and Culture. Peg joined Morgan Stanley in 1998.

Prior to her current role, she worked as the Head of HR for Investment Banking. Previously, she also worked as a senior HR generalist supporting a variety of departments including Technology, Finance, Risk Management, Research and Talent Management.

Peg serves as a Corporate Trustee on Prep for Prep’s Board of Trustees.

Peg holds a Bachelor’s degree from Fordham University and a Master’s in Behavioral Science from Johns Hopkins University. In addition, she holds a certificate in Executive Coaching from the iCoach program at the Zicklin School of Business, Baruch University, in New York.


Lindsay Ullman Lindsay Ullman

CEO and Co-founder


Lindsay Ullman is the CEO and co-founder of Umbrella, a service that helps seniors age in place by connecting them with peers who help with chores and home maintenance. Prior to Umbrella, Lindsay was a director at Sidewalk Labs, where she incubated early stage companies that improve city life, including CityBlock, and an investment partner at GV (formerly Google Ventures), where she sourced investments including Flatiron Health (recently sold to Roche for $2B). She has also held leadership roles in product and business development.


Debra Whitman, Ph.D. DebraWhitman-8

Chief Public Policy Officer


Debra Whitman is AARP’s chief public policy officer, leading policy development, analysis and research, as well as global thought leadership supporting and advancing the interests of individuals 50-plus and their families. She oversees AARP International, the AARP Public Policy Institute, AARP Research, Policy and Brain Health, the Office of Policy Development and Integration, and Thought Leadership.

Dr. Whitman is an authority on aging issues, with extensive experience in national policymaking, domestic and international research, and the political process. An economist, she is a strategic thinker whose career has been dedicated to solving problems affecting economic and health security, and other issues related to population aging.

As staff director for the U.S. Senate Special Committee on Aging, she worked across the aisle to increase retirement security, lower the cost of health care, protect vulnerable seniors, and improve our nation’s long term care system.

From 2001 to 2003, Dr. Whitman served as a Brookings LEGIS Fellow to the U.S. Senate Committee on Health, Education, Labor and Pensions. Earlier in her career, she conducted research on savings and retirement for the Social Security Administration.

She has been quoted by or appeared in numerous media outlets including The New York Times, Bloomberg, USA Today, NBC Nightly News, CBS News, The Huffington Post, The Washington Post, and Politico, among others.

Dr. Whitman holds master’s and doctorate degrees in economics from Syracuse University and a bachelor’s degree in economics, math and Italian from Gonzaga University.

Follow @policydeb on Twitter.

Alex Wynaendts Alex Wynaendts

CEO and Chairman of the Executive Board

Aegon N.V.

Alex Wynaendts was appointed CEO and Chairman of the Executive Board of Aegon N.V. on April 23, 2008.

Alex has spent over 30 years in international finance and insurance. Educated in France, he began his career with ABN AMRO bank in 1984, working in the bank’s private banking and investment banking operations in both Amsterdam and London.

Prior to being appointed as CEO, Alex held a number of different positions at Aegon,

beginning in 1997 in Group Business Development. In particular, he established and

expanded Aegon’s presence in new markets in Asia such as China, India and Japan, as well as the fast-developing region of Central and Eastern Europe.

Following his appointment as CEO, Alex led Aegon through the economic crisis, ensuring the company maintained its strong capital position. He has subsequently redefined Aegon’s strategy, putting its purpose of helping people to take responsibility for their financial future at the heart of the business. Central to this has been the digital transformation of the company, which has enabled it to better meet customers’ needs and engage with millions of new customers.

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