Sabrina Bailey is the Global Head of the Defined Contribution Solutions with responsibility for the development and deployment of Northern Trust’s defined contribution strategy globally. In this role she leads the talents and resources of the defined contribution solutions team, partnering with the distribution and client service teams to ensure clients have access to the defined contribution expertise and services they need, when they need it. Sabrina has addressed various industry groups at conferences and been quoted in the press (Financial Times, Pension and Investments, PLANSPONSOR, USA Today, and the Wall Street Journal).
Prior to joining Northern Trust, Sabrina served as the US Defined Contribution Segment Leader for Mercer Investments. In her role she is responsible for building Mercer Investments DC business through the deployment of innovative solutions and intellectual capital to consultants, clients and the market. Additionally she provided investment consulting services to some of Mercer’s largest retirement plan clients and served as the chair the DC Strategy Committee. Prior to her role at Mercer, Sabrina held the Seattle Office Leader position for Towers Watson Investments as well as providing investment consulting services to corporate, nonprofit and governmental sponsors of retirement plans. Prior to joining Towers Watson Sabrina held investment consulting and manager research positions at RogersCasey and Arnerich Massena & Associates in Portland, Oregon.
Sabrina received her B.A. in Business Economics and Management and her M.B.A. in Organizational Leadership from George Fox University. She is an acting member of Pension & Investments DC West 2015 Conference Advisory Board and is a member of the Defined Contribution Institutional Investment Association, serving on both the Editorial Review Board and the Investment Policy Committee.
Lee Freitag, Senior Vice President, is a Senior Investment Strategist for Defined Contribution Solutions at Northern Trust Asset Management, Chicago. He is responsible for the development and positioning of investment solutions designed for defined contribution plans including target retirement date investments as well as other multi-asset class and proprietary investment solutions. Previously, Lee was a senior product manager for liability driven investments and taxable fixed income within Northern Trust. Prior to this assignment, he was an investment consultant in the wealth management group's investment consulting services division. Lee’s twenty plus years in the financial services industry include 23 years at Northern Trust, as well as prior experience at SEI Corp. Lee received his BS degree in finance and his MBA in management accounting from DePaul University. He has attained his series 7 and 63 FINRA registrations.
Gaobo Pang, Ph.D., CFA, is a Senior Vice President in Defined Contribution Solutions at Northern Trust in Chicago. He leads advanced analytics, develops and evaluates optimal strategies in the lifecycle framework, and has a special focus on behavioral finance, with the ultimate objectives for innovative and customized solutions in the fast-growing DC asset management business.
Prior, he was a Senior Economist at Towers Watson, provided consulting services in benefits and risk management, and supervised research in pension finance, qualified investment alternatives, and income strategies. Prior to his role at Towers Watson, he was at the World Bank conducting macroeconomic research on sovereign debt sustainability, economic growth, and efficiency of public spending.
Dr. Pang speaks at academic and practitioner meetings and his work has been published in leading peer-reviewed journals. He was a 2011 Finalist for TIAA-CREF Paul A. Samuelson Award for “Outstanding Scholarly Writing on Lifelong Financial Security” and was the winner of the 2014 Risk Management and Insurance Review (RMIR) Best Article Award.
Pang holds a Ph.D. in Economics from the University of Maryland, College Park, a M.S. in Finance from Tsinghua University (formerly the GSPBC), and a B.A. in International Economics from Fudan University. Pang is a holder of the right to use the Chartered Financial Analyst® designation.
Carolyn Bracks is a Senior Vice President and Director of Participant Engagement for Defined Contribution Solutions at Northern Trust in Chicago. She is passionate about helping employees make the most of their employer-sponsored retirement plans. She partners with plan sponsors and employers to develop and deliver communication strategies that engage, educate and empower plan participants.
Before joining Northern Trust, Carolyn was a senior consultant in the Towers Watson communication and change management practice for more than a decade. Her expertise focused on research, strategy development and communication to:
As practice lead in Sydney, Australia, she created strategic communications for diverse audiences across the globe using a variety of channels, including videos, web portals and social media. Carolyn started her consulting career with Mercer.
Carolyn holds a Bachelor of Arts with honors from the University of Sydney, with majors in linguistics and education. She is a member of the International Association of Business Communicators and has won several awards for her work.
Tom Lauer is a member of the Corporate & Institutional Services Consulting group at Northern Trust in Chicago. His focus within the group includes new business consulting as well as working with product people worldwide to develop and deliver defined contribution solutions for large, complex clients and prospects of Northern Trust. Additionally, Tom works with Northern Trust’s DC Solutions team to provide defined contribution plan expertise that integrates with Northern Trust’s asset servicing capabilities. In addition, Tom consults with plan recordkeeping firms to develop and support the operational infrastructure necessary to provide seamless delivery of customized plan solutions.
Tom brings 27 years of experience in the defined contribution market place to his role at Northern Trust. Prior to his current role, Tom provided plan valuation consultation, particularly recordkeeping, plan structure and productivity improvements, for Northern Trust’s defined contribution plan clients. Tom’s experience at Northern Trust includes working in the recordkeeping unit as an account specialist. He also served as a team leader in the global custody accounting unit.
In addition to his work at Northern Trust, Tom has served as a savings plan administrator for a large industrial products distributor headquartered in the Chicago area. He also worked as a trust administrator in the recordkeeping unit of Harris Trust & Savings Company.
Joe Haas is a vice president and a product manager for Defined Contribution Solutions at Northern Trust, Chicago. He is responsible for the development and positioning of investment solutions designed for defined contribution plans including target date funds.
Prior to joining Northern Trust, Joe was a Consultant with Hewitt EnnisKnupp. In that role, Joe was a member of the firm's defined contribution research team where he assisted in leading target date fund research. He also worked with institutional plan sponsors on both defined benefit and defined contribution plans.
Joe received a B.S. degree in Finance from Marquette University and an MBA with distinction in Managerial Finance from DePaul University. Joe is a CFA Charterholder, a member of the CFA Society of Chicago, and a CAIA Charterholder. Joe is also a member of the Defined Contribution Institutional Investment Association.
Sergio Rego is a product analyst for defined contribution solutions at Northern Trust Global Investments, the asset management arm of Northern Trust Company, Chicago. He is responsible for supporting the development and positioning of investment solutions designed for defined contribution plans including target retirement date investments.
Prior to his role on the defined contribution solutions team, Sergio rotated through Northern Trust Global Investment’s active equity, strategic development, and index management business units as a member of the Global Opportunities in Leadership Development (GOLD) Program.
Before joining Northern Trust, Sergio completed wealth management internships at UBS and Goldman Sachs. He also held a commodity trading internship at Cargill, and a private equity internship at Banyan Mezzanine Partners.
Northern Trust's professionals are active members in organizations dedicated
to advancing employee benefit programs and successful retirement outcomes for employees.