Daniil is part of Cerulli’s Product Development practice, where he works on the identification, analysis, and reporting of asset management industry trends with a focus on exchange-traded funds (ETFs) and alternative investments.

Prior to joining Cerulli Associates, Daniil was part of the Product Management and Business Intelligence teams with the MainStay Funds, part of New York Life Investment Management. At MainStay, Daniil supported sales efforts via fund and ETF competitive analysis, product research, and development of marketing materials, as well as performance reporting. Before New York Life, Daniil was part of the risk management practice at Accenture, and held risk and compliance roles at HSBC’s investment bank.

Full biography here.

Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research examines market sizing, product adoption and utilization, the influence of advisors and consultants, participant behavior, and more. In this capacity, he regularly engages with key players in the retirement industry, including executives within recordkeepers and asset managers, investment consultants, and financial advisory firms. In addition, his team collects data and perspectives from plan sponsors and participants annually.

Full biography here.

Bing Waldert leads Cerulli’s U.S. Research team comprising seven research practices that cover all elements of the U.S. asset management, wealth management, and retirement markets. He has authored Cerulli reports on the wealth management industry, high-net-worth market, the annuity industry, and retirement markets. He is a frequent board-level and C-suite speaker and well-regarded industry thought leader. He has spoken in front of the Investment Company Institute (ICI), the Asset Management Association of China (AMAC), the Investments and Wealth Institute (IWI), and the Money Management Institute (MMI).

He has worked on client projects on emerging manager expansion strategies, independent registered investment advisors (RIAs), multi-family offices (MFOs), investment platforms, and the outsourced chief investment officer (OCIO) industry. In addition, he has advised multiple private equity firms on acquisitions in the wealth management space.

Full biography here.

DCALTA is led by Jonathan Epstein, who has served in the defined contribution community for 24 years. DCALTA`s founding can be attributed to Jonathan`s experience working directly with plan sponsors of defined contribution plans on investments, education/communication strategy and plan cost/performance benchmarking. His industry experience includes positions at CEM Benchmarking, Associated Trust, ICMA-RC and ThirtyNorth Investments. He has been invited to speak at the national conferences of PSCA and NAGDCA, and has contributed to several industry articles and research. He received his B.S. from Florida State University and MBA from Nova Southeastern University. He is very proud to be on the top fundraising team for a non-profit in New Orleans that raises money for the families of children with pediatric brain cancer (Team Fleur de Que).