Will is the Chairman of the Arizona Public Safety Retirement System (PSPRS). PSPRS is an over 9 Billion dollar public pension fund that is responsible for providing pensions for 52,000 active and retired Police Officers, Firefighters, Correctional Officers, and Elected Officials throughout the State of Arizona. Will is also to the Vice-Chairman of the Investment Committee and is Chair of the new Arizona State Public Safety 401(a) Defined Contribution Plan. He also serves as Chair of the City’s Health Care Trust Board which is responsible for managing the City’s self-insured Healthcare trust. He has been a Police Officer since 2003; before that was a Firefighter. He was the Treasurer and Chief Contract Negotiator for the Phoenix Law Enforcement Association from 2007 to 2016. Additionally, he serve as an adjunct professor for Glendale Community College where he teaches Administration of Justice Studies courses. He holds a Master’s of Science in Finance and also a Master’s degree of Administration with an emphasis in Leadership.
Bart Carrigan's education and professional employment experience have prepared him well for serving the multiemployer benefit plan industry as a Professional Trustee and ERISA Specialist.
Mr. Carrigan is a 1971 graduate of Colgate University. He received a masters degree in higher education administration from Syracuse University in 1975 and a masters degree in labor and industrial relations from Michigan State University in 1981.
For 35 years, Mr. Carrigan held the position of President for the Associated General Contractors of Michigan (AGC MI). AGC MI is a parent body (settlor) on several multiemployer benefit plans for Michigan's civil trade construction unions including the Laborers, Carpenters, Bricklayers, Cement Masons, Iron Workers, and Operating Engineers. AGC MI appointed and monitored dozens of trustees to serve on several pension, healthcare, and apprenticeship plans throughout Michigan.
As a trustee, Mr. Carrigan served on all committees and was an officer on several plans, including plans with over a billion dollars in assets. He also served on merger committees as regional plans combined to serve large geographic areas. He currently serves on the Michigan Laborer's Pension and annuity funds and the Flint sheet metal pension and healthcare funds as a professional trustee.
Since 2016, Mr. Carrigan has represented Lansing based Union Services Agency, as an ERISA Specialist. Union Services Agency is a specialty brokerage which serves unions, multiemployer plans, and investment managers. The agency specializes in fidelity bonds, fiduciary liability insurance, cyber liability insurance, and related coverages. Union Services Agency is owned and operated by Sally Corbin and Gary Corbin and is licensed in 26 states.
Union Services Agency has recently developed a subsidiary corporation titled USA Digital Media Services, which serves unions and multiemployer plans in their efforts to effectively utilize digital media within their administration. These services are popular with apprenticeship plans, especially in regard to Equal Employment Opportunity requirements.
Randy has served multiemployer plans, their participants and sponsoring organizations for more than 40 years, spanning a broad spectrum of roles and resulting in a unique perspective. In January 2017 he assumed his current position as an independent consultant and head of DeFrehn and Associates LLC where he is engaged in benefits, government and labor relations consulting.
Before embarking on his current endeavor, he served as administrator of national pension and health and welfare benefit plans in the U.S. and Canada, an employee benefits consultant, a registered investment advisor and from 2000 through the end of 2016, as the community’s lead advocate and chief spokesman on matters of public policy as the Executive Director of the National Coordinating Committee for Multiemployer Plans (NCCMP).
He has testified frequently before committees of the United States House of Representatives, Senate, and administrative agencies with jurisdiction over multiemployer plans. He is often consulted by government officials and quoted in the mainstream and trade press in the US and Europe and has appeared on CNBC’s The Kudlow Report, MSNBC’s The Dylan Ratigan Show and on National Public Radio. From 2007 to 2009, he served as a member of the Department of Labor’s ERISA Advisory Council and in 2006, he was a delegate to the White House Summit on Retirement Savings.
During his tenure at NCCMP he was instrumental in the passage of a variety of legislative measures to protect the interests of these plans and their participants by organizing and directing the activities of broad-based stakeholder coalitions to assess the future of the industry and formulate policy solutions. Most notable were the Pension Protection Act of 2006 and the Multiemployer Pension Reform Act of 2014 (MPRA) which provides additional voluntary tools for trustees of plans otherwise heading for insolvency to remain solvent and preserve participants’ benefits above what they would have received under previous law.
Recognizing that employee benefit trends no longer respect geographic boundaries, in 2009 Randy joined with like-minded advocates in Canada and the European Union as a founding member of the Transatlantic Consortium of Advocates for Worker Benefit Security to share information regarding developing trends and coordinate comments and responses to government proposals and quasi-governmental regulatory authorities. This consortium was expanded in 2013 to become the World Pension Alliance (WPA) which encompasses the full spectrum of pension advocacy organizations (multiemployer, corporate and government sponsored) from around the globe. In 2019 he became the Coordinator of the WPA.
Under his leadership, the NCCMP received the 2013 National Electrical Contractor Association’s “Industry Partner Award” for its work to preserve and protect multiemployer pension plans. Personally, Randy was recognized as a “CORPaTH Champion” in 2013, and in 2013, 2014 and 2015Institutional Investor Magazine named him a member of their Pension 40, described as a listing of “the 40 most influential people in the battle to decide the future of U.S. pensions.” In 2015, Randy received the International Foundation of Employee Benefit Plans Public Service Award which recognizes an individual’s contribution and concern for others through the advocacy and advancement of employee benefit plans; and in 2018, he was the recipient of the New York Labor Health Care Alliance Lifetime Achievement Award. From 2003 to 2012, he was a member of the Health Sector Assembly which brought together leaders of the American Medical Association, the pharmaceutical industry and private sector think tanks and policy leaders; served on the selection committee of the AMA Dr. Nathan Davis Award, recognizing the nation’s top public sector healthcare achievements; and currently serves as a member of the Health Affairs Council on Health Care Spending and Value.
A graduate of the University of Pittsburgh School of Social Work, Randy also holds a Master of Arts in Industrial Relations from St. Francis College. Loretto Graduate School of Industrial Relations, where he also served as adjunct instructor teaching graduate level courses in compensation and benefits administration.
Charles Hamilton joined Local 338 RWDSU/UFCW in April 2003 as their Funds Administrator in charge of the 14,000-member union’s Health and Welfare, Retirement, Annuity, and Benefits Funds. His mandate at Local 338 was to improve service to the membership while controlling costs, particularly in the Health and Welfare Fund. During his tenure, he lead among other projects, the re-design of the Funds’ benefit plans and Summary Plan Descriptions, changed PPO networks and pharmacy benefit managers, worked with his team to implement a new IT system, reorganized the workflow and staffing of the Fund Office, including the introduction of a member services call center and the development of fund representatives, implemented a fraud and abuse and claims editing system, and introduced several new benefits and programs designed to improve outcomes and control costs.
Having recently retired from Local 338, Charles has continued working as a consultant, with the Local 338, and others. Charles is also President of the Association of Benefit Administrators, and has previously been a speaker at several conferences, as well as a guest lecturer at a local college. Prior to entering the funds administration field, he was a practicing attorney for 12 years.
Charles is a graduate of Boston University School of Law, and earned his Bachelor of Arts degree, magna cum laude, majoring in political science, also from Boston University. He lives on Long Island, New York, is married over 37 years to his wife, Debbie, and has two daughters, Kristen and Jessica, and one 10 year old granddaughter, Summer.
James “Jim” Maloney was an elected Trustee for the Chicago Policemen’s Annuity and Benefit Fund. Jim served as Chairman of the Investment Committee and also as Acting CIO. Jim retired from the Chicago Police Department as a Lieutenant assigned to the Detective Division after over 35 years. He was appointed to Mayor Richard Daley’s “Commission to Strengthen Chicago’s Pensions” which met from 2008-1010. He attended the FBI National Academy in Quantico,VA. He has an MBA and an MPA from the Illinois Institute of Technology. He also has a Masters Certificate in Financial Fraud from St. Xavier University.
He serves on the Board of Directors for the Illinois Public Pension Fund Association (IPPFA).
Robert F. Kennedy Medical Plan, Juan De La Cruz Pension Plan
Patrick Pine is the Chief Administrative Officer for the Robert F. Kennedy Medical Plan and Juan De La Cruz Pension Plan. Both are Taft Hartley benefit trusts serving employees and dependents of firms having collective bargaining agreements with the United Farm Workers (UFW). He has served in these roles since 2010.
Mr. Pine previously served as the manager of corporate and union benefits for organizations including Adidas America and multiple union trusts in the Northwest for American Benefit Plan Administrators. Prior to his career in the benefits arena, he spent 20 years in the public sector in Oregon and Nevada. He worked for the late Oregon Governor Straub and also former Nevada Governor and US Senator Bryan. He managed budget and finance for Clark County (Las Vegas), Nevada and for municipal utilities in Nevada and Oregon. Mr. Pine has an MBA and BA from Willamette University, Salem OR.
Mr. Pine is the current Vice Chair of the California Health Care Coalition. He is a past president of the Oregon Health Care Purchasers Coalition and past president of the Oregon Municipal Finance Officers Association.
Michael is responsible for overseeing global equity investment strategies and leads Capital Innovations’ Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Capital Innovations believes will influence investment opportunities. Recognized for his expertise in Real Asset investing, he is a regular contributor to Bloomberg Television, Radio and Bloomberg Events.
Prior to co-founding Capital Innovations in 2007 with Susan Dambekaln, Michael was a Vice President portfolio manager at AllianceBernstein working with large global institutional clients managing over 42 billion in assets. Before joining AllianceBernstein, he was a Vice President and partner at INVESCO in the financial institutions asset management division where he was responsible for over $8 billion in assets. Prior to INVESCO, Michael helped build the institutional fixed income capabilities for Janus Capital Corporation where the nascent effort grew to $1.8 billion at its peak. He started his career at Lehman Brothers in the early 1990s.
Michael is the author of the acclaimed Handbook of Infrastructure Investing, has published hundreds of papers on investing and finance. Recognized for his expertise, he is frequently asked to speak on topics such as investment policy, portfolio management, and the risk characteristics of Real Asset investing. He is a regular contributor to Bloomberg Media, the CFA Institute, EDHEC Risk Institute, guest speaker at Wharton and leading think tanks like the Inter-American Dialogue.
Michael is Chairman Emeritus of the UNPRI Infrastructure Work stream and one of the world's most provocative, respected financial analysts. Investors have used Michael’s award winning real assets funds and investment strategies worldwide.
Michael graduated from Pennsylvania State University with a Bachelor of Science degree in quantitative Economics. He has completed post-graduate coursework from Pepperdine University centered on Fiduciary Studies, Universidad del Salvador in Latin American Economics and Stanford Law School where he focused on corporate governance. He is a former NCAA athlete and USA super league rugby player with his current hobbies ranging from marathon running, downhill skiing and surfing. He is Founder and Chairman of the Underhill Cancer Research Foundation.
