Stephen Bozeman work email
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• Over 25 years experience in the institutional asset management business. Areas of experience include product management and initiative development, management, sales and client service. • Developed and managed pension outsourcing initiative at BGI. This required expertise in asset allocation, manager structure, and understanding and articulating the impact of the Pension Protection Act and FAS 158 on corporate plan sponsors.• Extensive experience in sales and client service with public and private pension funds (DB & DC), foundations, and endowments, • Featured speaker at conferences and quoted in CFO, Pensions & Investments, Financial Times, FinancialWeek, Treasury & Risk, and The Money Management Newsletter.
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Head Of CommercializationLasso Jan 2023 - PresentHead of Commercialization for GoalBased Investors, a FinTech platform that supports a community of Advisors and Investors who prioritize sharing information to achieve financial planning goals. I am responsible for commercialization efforts, specifically with asset manager partners on the platform. -
Head Of Retirement Solutions Product ManagementT. Rowe Price Sep 2017 - Dec 2021Baltimore, Maryland, UsResponsible for product strategy, product development, product management, and strategic messaging for T. Rowe Price's retirement product suite. Products include target date funds, retirement income products and digital advice solutions.Regular engagement with Management Committee on Retirement initiatives.Worked closely with Research, Investments and Distribution partners to understand market needs and align resources with commercial opportunities and risks.Support Intermediary, Retail, and Institutional distribution channels in US and abroad. -
Managing Director - Global Retirement StrategyBlackrock May 2013 - Sep 2017New York, Ny, UsResponsible for commercializing BlackRock's Retirement products and technologies globally, including the iRetire tool. Product responsibilities include individual funds, target date funds, asset allocation strategies, in addition to CoRI index, tool, and fund licensing. -
Director - Product Strategist, Defined Contribution GroupBlackrock May 2011 - Apr 2013New York, Ny, UsSenior Product Strategist responsible for positioning BlackRock's $70 billion target date fund franchise, LifePath. BlackRock's target date fund suite includes standard LifePath, custom and open architecture strategies, and LifePath Retirement Income.
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OwnerPorta Rosa, Llc May 2008 - May 2011Private Investor
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Product Manager Pension OutsourcingBarclays Global Investors Dec 2005 - May 2008New York, Ny, UsDeveloped and led BGI's pension outsourcing platform, PensionSpan. Managed a team of 10, P&L, and overall strategy of the business. Founded initiative in 2005, performed all necessary market research, made multiple presentations to senior management during multi-step, internal approval process. Staffed team with operational, client support, and investment strategy personnel, and formally launched the business in Q2 07. Developed presentation and marketing materials and attended all client/prospect meetings. Also managed Client Connect, BGI's small institutional client service platform, which services 400 relationships, ~ $30 billion in AUM, and generates ~ $35 million in annual revenue.
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Principal, Business DevelopmentBarclays Global Investors Apr 2000 - Dec 2005New York, Ny, UsConsistently delivered net new revenue averaging $3 million per year. Managed 25 institutional client relationships: corporate, public, and foundations and endowments. Managed relationship with external hedge fund-of-funds. Successfully sold the range of BGI investment products including: index, enhanced index, long/short strategies, active currency, LifeCycle funds. Member of Institutional Client Service Management Committee. Managed a pool of 9 Client Relationship Associates.
Stephen Bozeman Skills
Stephen Bozeman Education Details
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Northeastern UniversityBusiness Administration -
Louisiana State UniversityFinance
Frequently Asked Questions about Stephen Bozeman
What company does Stephen Bozeman work for?
Stephen Bozeman works for Lasso
What is Stephen Bozeman's role at the current company?
Stephen Bozeman's current role is Head of Commercialization.
What is Stephen Bozeman's email address?
Stephen Bozeman's email address is st****@****ice.com
What schools did Stephen Bozeman attend?
Stephen Bozeman attended Northeastern University, Louisiana State University.
What skills is Stephen Bozeman known for?
Stephen Bozeman has skills like Asset Allocation, Investments, Mutual Funds, Investment Strategies, Financial Services, Hedge Funds, Strategy, Alternative Investments, Pensions, Fixed Income, Business Development, Financial Risk.
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