Catherine Reilly, Cfa Email & Phone Number

Cambridge, Ma, Us

Washington, Dc, Us

CM Reilly Associates offers consulting services to the retirement industry globally. We provide strategic advice, assist with product development from ideation to implementation, and develop thought leadership collateral for different audiences to support client goals. Focus areas:- Global retirement markets and best practices - Lifetime income – annuities and longevity pooling- Investment and advice solution design- Public policy - Technology solutions for retirement

Us

Philadelphia, Pennsylvania, Us

Nashville, Us

Founding member of the executive leadership team at Smart USA Co, a leading global retirement technology provider.Led project building middleware technology for implementing retirement income products inside a 401(k) plan, including:- Defining technical functionality- Investment modelling for retirement income- Annuity pricing and integration- User interface and complianceConducted competitive analysis of managed account and digital advice offerings to inform platform build priorities.Spearheaded public policy strategy, successfully advocating for provisions incorporated into SECURE 2.0 Act (Saver’s Match and Group of Plans audit relief).Established quantitative strategy team and developed a proprietary investment modelling platform feature, increasing revenues and enabling cost savings by bringing function in-house.Built fiduciary oversight team, generating revenues by providing fiduciary outsourcing services for individual and pooled employer plans.Promoted company recognition and strategic priorities through thought leadership, media commentary and frequent presentations at industry events.

Us

• Member of ESG committee, represented DCIIA at Kennedy School roundtable on responsible investing in DC plans.• Currently finalizing research on how to successfully integrate ESG strategies into retirement plans.• Organized and moderated webinars on open multiple employer plans, automatic enrollment and retirement income. • Member of organizing committee for Academic Forum, chaired panel on post-retirement risks and realities.

Boston, Ma, Us

• Designed customized target date solutions for US and global clients. Expanded global sales by launching target date product in Korea and coordinating APAC and EMEA investment teams to develop local products and sales opportunities.• Restructured the annual review process for State Street Global Advisors’ off-the-shelf and custom target date funds with $70 bn AUM to improve documentation and produce marketing collateral, reducing risk and supporting new sales. • Co-ordinated cross-functional project evaluating how to introduce illiquid investments into target date funds.• Spearheaded cross-functional teams to develop strategic approach and public policy advocacy platform for expanding retirement plan coverage, including state auto-IRAs, multiple employer plans and mandatory automatic enrollment.• Led analysis of plan structure and insurance pricing to drive adoption and implementation of an innovative retirement income solution for a large US public sector pension plan. Co-authored white paper with client and SSGA CEO.• Led collaboration with plan sponsors to understand participant and sponsor experience and needs for post-retirement solutions. Created concept for range of income strategies from drawdown to annuity-based.• Oversaw project evaluating currently available fintech solutions for the post-retirement phase and identifying potential areas for expansion. Created plan for strategic collaboration with fintech providers for post-retirement solution.

Boston, Massachusetts, Us

• Evaluated retirement plan design, investment menus and communications for large US plan sponsor clients. Presented results to clients, including recommendations on how to improve participant outcomes.• Authored innovative research on global best practices in retirement plan design, customized target date solutions and public policy initiatives to expand retirement coverage to support sales and public policy advocacy. • Advised OregonSaves on plan and investment menu design as a member of their working groups prior to launch.• Managed strategist team to coordinate sales responses to support the institutional sales team.

Helsinki, Southern Finland, Fi

• Recommended and strategic and tactical asset allocations for institutional and private wealth clients with approximately $42B AUM. • Created and gave client presentations on economic and investment outlook. • Managed multi asset class funds-of-funds.

Helsinki, Southern Finland, Fi

• Instituted systematic tactical asset allocation approach for the company with approximately €13B of assets under management.• Spearheaded teams to create new investment funds, such as commodities fund and Asia fund. • Designed, launched, and managed target date funds. Served as project lead for development of asset allocation software program to support sales network.

• Established economic and strategic analysis function in Finnish securities brokerage. • Produced regular economic reports and developed investment strategy. • Gave presentations and wrote articles on macroeconomic and stock market outlook for both internal and public dissemination.

Helsinki, Southern Finland, Fi

• Produced, presented, and published quarterly forecasts of the Finnish and international economy.• Evaluated the impact of the Asian crisis on Finnish and global industry and Nokia on the Finnish economy. This work served as the basis for two published books. • Authored articles for current affairs publications.

Us

• Carried out strategic and competitor analysis of Scandinavian insurance markets.• Analyzed and redesigned training program for major Swedish insurance company.• Constructed and evaluated business plan for major new media venture in Finland.

Master In Public Administration

Chartered Financial Analyst

Master Of Science (Ms), Economics And Finance