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.
Mike’s investment and benefits consulting career in the Taft-Hartley market dates back to 1988. Mike joined NEPC in January 2007. In addition to his work with clients, Mike is a part of the Diversified Manager Committee for NEPC.
Prior to joining NEPC, Mike was a Senior Investment Consultant at The Marco Consulting Group. Prior to The Marco Consulting Group, he was an Actuarial/Benefits Consultant on both pension and welfare plans for the Taft-Hartley unit of Milliman & Robertson, Inc., an international actuarial firm in San Francisco, CA. Mike spent over five years as the Regional Manager for Zenith Administrators, Inc., a national third-party administrator of Taft-Hartley benefit plans. Prior to his involvement in the multi-employer arena, Mike worked in the public accounting field. He is a Certified Employee Benefit Specialist (CEBS), is a member of the ISCEBS and has been a speaker at the International Foundation of Employee Benefit Plans (IFEBP) Annual Conference, the IFEBP Investments Institute and the National Coordinating Committee of Multi-Employer Plans (NCCMP).
Mike received his undergraduate degree in Accounting from Illinois College in Jacksonville, Illinois.
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.
Sally Corbin owns and operates Union Services Agency in Lansing, Michigan. The agency specializes in fiduciary liability insurance and ERISA fidelity bonds for multiemployer benefit plans, as well as other commercial insurance coverages for unions, apprenticeships, and affiliated associations. USA is licensed in twenty-eight states and is recognized as the premier specialty brokerage in Michigan.
Ms. Corbin formed her agency in 1996 with her father, Gary Corbin, following his distinguished career as a Michigan State Senator, Chief Deputy Director of Michigan’s Department of Labor and head of Michigan’s Democratic Party. The agency has thrived by concentrating on fiduciary liability insurance and ERISA fidelity bonds for Michigan’s construction industry unions, associations, and multiemployer benefit plans.
Ms. Corbin has developed a unique expertise in recommending coverages, advocating for her clients in the administration of their claims while working with the country’s best fiduciary insurance carriers. Her reputation as an industry expert continues to expand.
A mindful entrepreneur and visionary, Ms. Corbin established an additional company, USA Digital Media LLC, in 2013. USA Digital Media assists Corbin’s current clients in improving their communication techniques and digital media strategies.
Her expertise was also welcomed by the Michigan Building Trades unions and construction associations where she assisted a ballot proposal committee to fight the repeal of Michigan’s prevailing wage law. Ms. Corbin was recently appointed by Governor Whitmer to serve on the Elevator Safety Board in Michigan.
Ms. Corbin is a member of the Lansing Chapter of the National Association of Women in Construction, as well as several insurance industry association and professional societies. She is also established as a frequent speaker at the International Foundation of Employee Benefit Funds (IFEBP) Annual Conference, various IFEBP targeted conferences, the National Coordinating Committee for Multiemployer Plans (NCCMP), The Eastern Seaboard Apprenticeship Conference (ESAC) and National Training Institute (NTI) annual conference.
Item 24 Director, Special Investigations Unit (SIU)
Michael Devine has been a member of the LA Care Special Investigations Unit (SIU) since November, 2018. In July of 2019, Devine was selected for the position of Director of the SIU at LA Care. He brings a wealth of experience in the area of healthcare fraud investigation. Prior to joining LA Care, he was the Director of the SIU Western Region at Anthem Blue Cross. Devine also served as a Senior Investigator for the SIU at Anthem and had a reputation as a tenacious Investigator with numerous criminal prosecutions and multiple recoveries in the millions of dollars.
Devine is a former Federal Law Enforcement Officer with a 24-year career as a Special Agent with the Naval Criminal Investigative Service (NCIS). Devine was also a task force member at the Federal Bureau of Investigation (FBI) for 12 years, serving as a Senior Investigator of the Espionage Squad. During his career, Devine was nominated Agent of the Year three times and received a Life-Saving Award from the American Heart Association. Devine was also a Naval Reserve Intelligence Officer and retired as a Navy Captain after a 30-year career in the Naval Reserves. He has served as the Commanding Officer of a Defense Intelligence Agency Unit, the Deputy Chief Staff Officer for Inspections, as a member of the Military Intelligence Support Team for the 2004 Olympics and was recalled to active duty following the tragic events of 9/11.
He has a Ph.D. in Criminal Justice from Sam Houston State University; a Master’s Degree in Police Science and Administration from Sam Houston State University and a Bachelor’s Degree from Westfield State with a double major of Criminal Justice and Social Science.
Ms. Germaine is the CEO and Founder of Germaine Law Firm in Cedar Rapids, Iowa. Her mission is to change the way society values a career in the trades by helping training programs become more dynamic and powerful than ever before. Her law firm represents apprenticeship programs across the nation in helping them handle risks and identify hidden opportunities. Ms. Germaine also coaches leaders of apprenticeship programs on business and recruiting strategies. She is a thought leader on apprenticeship programs through her speaking, writing and hosting of the podcast Talking Training with the Trades. She graduated from Creighton University School of Law in Omaha, Nebraska and has an undergraduate degree in accounting from the University of Northern Iowa.
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.
Andy Johnson is the Fund Administrator of the Teamster Center Services Fund, a Taft-Hartley trust fund located in Manhattan. The Teamster Center Services Fund provides employee assistance, behavioral health management, and a variety of other services to twenty Teamster unions in the metro New York area. The TCS Fund presently serves eighteen Teamster benefit funds and the 32,000 Teamster families covered by those plans.
The Fund’s employee assistance program (EAP) provides and advice and referrals to members seeking treatment for substance abuse and/or mental health issues for themselves or their dependents. The EAP program is directly involved in over 1,800 patient referrals each year.
During his tenure as the Fund’s Administrator, Andy has expanded the scope of the Fund’s member assistance program, developed a variety of group purchasing discount products for the member Funds and has seen the program become a national for model directing patients to high quality, low cost treatment services.
Andy is a member of the Health Care Management Committee for the International Foundation of Employee Benefit Plans and serves on the We Care Advisory Group of the Blue Cross Blue Shield Association.
Mr. Johnson holds a Master’s degree from the Teachers College of Columbia University and Bachelor’s degree from the State University of New York at Oswego.
Mr. Kamp is the Managing Director for Ryan ALM, which he joined in July 2019. At Ryan ALM, Russ is responsible for sales/marketing and client service. Mr. Kamp has 38 years of experience in the retirement industry. Prior to joining Ryan ALM, Russ was the Managing Partner for Kamp Consulting Solutions (KCS), which was a full-retainer asset and liability consulting firm focused on providing services to defined benefit and defined contribution plans, and endowments and foundations. Mr. Kamp is a passionate advocate for pension reform and legislative efforts in Washington, DC frequently writing and speaking on the subject. Prior to launching KCS, Kamp was a Senior Vice President and Director, Asset Management, for Two Sigma Investments, where he helped launch a long-only business. Before joining Two Sigma, Mr. Kamp was CEO of Invesco Quantitative Strategies Group (IQS). IQS was a quantitatively oriented equity, alternative, and global macro investment group that managed more than $30 billion for institutional clients. Mr. Kamp began his career as an analyst for Janney Montgomery Scott’s Investment Management Control division, an asset consulting firm that was later acquired by Evaluation Associates, Inc., where he became a Senior Vice President, senior consultant, and partner, serving the defined benefit community.
Mike Ledbetter is a partner in the law firm of Ledbetter Parisi LLC. The firm has offices in Louisville, Cincinnati, Dayton and Indianapolis that focus solely on the representation of multiemployer plans. Mike regularly represents clients in state and federal court, in arbitration proceedings, and before administrative agencies. He regularly speaks at industry conferences and writes articles of interest to the multiemployer community. Mike is licensed and practices in Ohio, Michigan and Indiana.
Mike is a veteran of the U.S. Army, having served with the 1st Armored Division in Erlangen, West Germany. He has earned the Certified Employee Benefit Specialist designation and has spent over 20 years working with multiemployer plans.
Jacques S. Loveall President & International Vice President
UFCW 8- Golden State
Jacques Loveall is President of UFCW 8-Golden State and Chairman of the UFCW TRUST, serving 125,000 participants, dependents and retirees of pension and healthcare benefit funds covering the Food and Drug Industries.
He is Vice President of the 1.3 million-member United Food and Commercial Workers International Union and Vice President of the 2.1 million-member California Labor Federation.
Loveall is on the Board of America’s Agenda: Healthcare for All working to shape health care reform policies to contain growth in health costs and guarantee affordable, high quality care to every American.
As the Chairman of the Joint Health Initiatives Committee, he developed and launched initiatives such as the Union Family Care and Wellness Centers to improve health care outcomes and reduce the spiraling costs of healthcare for working people and their families. In addition, he founded the Strategic Health Care Fund, an investment fund focused on Taft-Hartley trust fund ownership of healthcare services and related companies.
He established CORPaTH, an international alliance of pension trustees, consultants, asset managers, administrators, elected officials and other stakeholders committed to secure retirements. CORPaTH is focused on promoting, protecting and perpetuating defined benefit pensions.
Loveall is Chairman of the Loveall Foundation for Children, dedicated to helping underprivileged, abused and children with special needs achieve their full potential.
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).
Matt McCambridge is co-founder and Chief Executive Officer of Eden Health, a modern primary care and insurance navigation company designed to elevate the health and wellbeing of employees everywhere.
Prior to Eden Health, he was a technology and software investor at Insight Venture Partners, a global venture capital and private equity firm with over $20 billion of assets under management. He also worked as an analyst for the healthcare focused private equity firm, Shore Capital Partners. Since 2014, Matt currently has served as a board member for the nonprofit, Areté Education, where he leads efforts to build a boarding school for high school students in the South Bronx.
Matt earned his bachelor's degree from Harvard University and taught leadership under Ron Heifetz at Harvard’s Kennedy School of Government. He is based in New York City.
Eric Mueller, GBA
Heartland Health & Wellness Fund (UFCW Benefit Plan)
Heartland Health & Wellness Fund (UFCW Benefit Plan)
Proudly serving Heartland participants in cultivating their health and navigating benefits, Eric currently serves as the Wellness Director for the Heartland Health & Wellness Fund. He graduated with a Bachelor of Science in Education from Wright State University and has worked with several health organizations to further improvement in population health. Certified as a Worksite Wellness Specialist from the National Wellness Institute, Eric has led a variety of classes and programs including smoking cessation, living with diabetes, and disease management. In 2018, he earned GBA credentials and is in route to complete the CEBS program in 2020. From serving as part of the Civilian Health Promotion team on Wright-Patterson Air Force Base to his current role as Wellness Director for Heartland; Eric has over 6 years of experience serving in the wellness industry.
Jillian Otten is the Director of USA Digital Media LLC. based in Lansing, Michigan. Jillian began her innovative work career following her graduation from Michigan State University (MSU) where she concentrated in public relations and advertising. She earned her M.A. in Strategic Communications from Michigan State University in 2019.
Jillian helps her clients understand how new media techniques can be used for improving union organizing, apprentice and training fund communications, association communications and member services. Through targeted online advertising, she assists Apprenticeship Trustees with recruitment campaigns, advising on tactics to increase women and minority participation.
Jillian has a deep understanding of social media marketing and data analytics that accompanies her strong writing and design skills to achieve results on award-winning digital media campaigns. Jillian has been a frequent speaker at various national union and association conferences. She currently serves as on the Board as Treasurer of the National Association of Women in Construction (NAWIC) Lansing Michigan Chapter
Bruce L. Perlin
Assistant General Counsel, Office of General Counsel
Bruce L. Perlin Assistant General Counsel, Office of General Counsel
Pension Benefit Guaranty Corporation (PBGC)
Mr. Perlin is an Assistant General Counsel working on multiemployer matters for the PBGC. His work focuses on multiemployer issues involving plan partition, mergers, withdrawal liability, mass withdrawal, plan termination, and insolvency. Mr. Perlin also litigates and advises on bankruptcy matters involving PBGC. Prior to joining PBGC, he worked as an attorney with the IRS Office of Chief Counsel and drafted various guidance items affecting both single and multiemployer plans. Before joining IRS, Mr. Perlin worked at Slevin & Hart, P.C., where he focused on multiemployer plan litigation. Mr. Perlin also worked at the Sheet Metal Workers National Pension Fund and the Central States, Southeast and Southwest Areas Health and Welfare and Pension Funds. He is a fellow of the American College of Employee Benefits Counsel. Mr. Perlin received his undergraduate degree cum laude from Loyola University of Chicago, where he also received a law degree.
Patrick J. Pine
Robert F. Kennedy Medical Plan, Juan De La Cruz Pension Plan
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
Director of Initiatives & Programs
National Alliance of Healthcare Purchaser Coalitions
Margaret Rehayem Director of Initiatives & Programs
National Alliance of Healthcare Purchaser Coalitions
Margaret Rehayem oversees activities that bring together the talented and diverse National Alliance coalition network and other healthcare stakeholders to impact the employer community. She has over 20 years' experience working with employers in the areas of wellbeing, organizational culture, population health, wellness, and overall healthcare strategic planning.
Margaret has led cross-functional teams that implement successful approaches in healthcare and multi-stakeholder community collaboratives focused on resolving challenges and leveraging common synergies. She is a national speaker on a number of healthcare topics including health benefits, business performance, leadership, employee engagement, community health, and the impact of health and wellbeing in organizations.
Before joining the National Alliance, she was on the leadership team for almost a decade at the Midwest Business Group on Health, a leading business coalition in Chicago. She also created and managed an award-winning employee health and wellness program for 11 years at a community college. In 2013, she was appointed to the University of Wisconsin Health and Wellness Management Program Advisory Board. She has been an adjunct faculty professor since 2008 and teaches corporate health and entrepreneurship at the University of Illinois at Chicago.
John S. Shanklin, CFA, CAIA Senior Research Consultant
Mr. Shanklin joined NEPC in 2006 and has over thirty years of investment experience working with institutional investors.
Prior to joining NEPC, John was a Senior Consultant with Segal Advisors and with Alan D. Biller & Associates. John was a Vice President with Prudential Investment Management, where he worked for 13 years prior to joining Segal Advisors. He is a veteran of the United States Marine Corps.
John earned a Masters of Management in Finance and Marketing from Northwestern University’s Kellogg Graduate School of Management and a BS in Biology from the University of Illinois. John is a CFA charter holder and a Chartered Alternative Investment Analyst (CAIA) designee. He is President of the CFA Society of Nevada. He is an Adjunct Professor of Finance in the Lee Business School at the University of Nevada Las Vegas.