Jeanne de Cervens
Vice President & Director, Federal Government Affairs, Transamerica
Jeanne de Cervens serves as Vice President & Director - Federal Government Affairs, responsible for promoting a federal regulatory and legislative environment in which Transamerica can maintain and grow its business.
Jeanne also serves as a Director for Transamerica Institute©, a nonprofit, private foundation dedicated to identifying, researching and educating the public about retirement, health coverage, and other relevant financial issues facing Americans today.
Jeanne is a Director of the Tax Coalition, a non-profit organization of female professionals in federal tax policymaking. Jeanne received her law degree from Tulane School of Law and her BA from Boston College. She is a member of the Maryland Bar.
Cindy Hounsell
President, Women's Institute for Retirement Security
Cindy Hounsell is the Founder and President of the Washington D.C.- based Women’s Institute for a Secure Retirement (WISER), a nonprofit organization founded in 1996 to improve opportunities for women to secure retirement income and to educate the public about the inequities that disadvantage women in retirement.
An attorney and retirement expert, Ms. Hounsell has been widely quoted in various media and publications including The New York Times, The Wall Street Journal, Forbes/PBS Next Avenue, U.S. News and World Report, CNN, CNBC and NPR’s All Things Considered, Morning Edition and Marketplace.
Ms. Hounsell also serves as Director of the National Resource Center on Women and Retirement Planning; the Center WISER operates in partnership with the U.S. Administration on Aging. Through the Center, Ms. Hounsell provides technical assistance to national organizations and trains leaders and grassroots advocates across the country.
Ms. Hounsell has testified before Congress and has served as a delegate for a number of White House summits and conferences. She has authored many chapters, columns, articles, op-eds, papers and booklets on women and retirement. In 2015, Ms. Hounsell was named an Influencer in Aging by Next Avenue. The Influencers in Aging list highlights 50 thought leaders, researchers, experts, executives and everyday people who are redefining what it means to grow older in America. Ms. Hounsell was also named by Women's eNews as one of 21 Leaders for the 21st Century, and in 2012, Money magazine named her one of its 40 Money Heroes for helping women secure their financial futures.
Laura Kane, CFA, CPA
Executive Director, Head of Investment Themes Americas, Union Bank of Switzerland (UBS)
Laura joined UBS Wealth Management Research in 2015. She is responsible for thematic investment research, analyzing cyclical and secular trends, and making them investable to UBS clients. As part of her thematic research, Laura focuses on trends in sustainable development and related investment opportunities.
Previously, Laura was a multi-asset class Senior Investment Strategist at Barclays Wealth Management. Prior to that, she was an Equity Research analyst at JPMorgan Asset Management, covering Industrials and Transports. In this role, Laura conducted thematic sector level research, as well as fundamental stock analysis, to derive investment recommendations for JPMorgan’s large cap core portfolios.
Laura is a Chartered Financial Analyst® charter holder and Certified Public Accountant. She is a member of the CFA Institute and New York Society of Security Analysts. She holds NASD series 7, 63, 86, and 87 licenses.
Laura holds a B.S. in Applied Economics and Management from Cornell University in Ithaca, NY.
Anne Canfield
Partner, Michael Best Strategies
Anne Canfield is a partner at Michael Best Strategies (MBS). At MBS, Anne’s work involves providing strategic planning, policy advice, and representational services to major corporations on federal and state legislative and regulatory issues in the financial services industry, tax and trade, healthcare, infrastructure, and budget policy areas. She is also a member of Michael Best & Friedrich’s Blockchain + the Law and Industry & Technology teams.
Anne is also a co-owner of Canfield Press, which publishes specialized financial publications, including the GSE Report and the Disruption Report. The GSE Report, which has been published since 1996, focuses on trends in fiscal and monetary policy and tracks the activities of the government-sponsored enterprises (GSEs). The Disruption Report focuses on the disruptive impact that technological innovations are having on a variety of industry sectors.
Prior to joining, MBS in September 2017, Anne was president of Canfield & Associates, Inc., a firm she formed in 1996. Earlier in her career, she was a senior executive at GE/GE Capital, where she developed and implemented corporate policy and legislative and regulatory strategies both domestically and abroad, and a Principal at the firm, McClure, Gerard & Neuenschwander. She also had over ten years of experience on Capitol Hill, working as a senior staff advisor for three members of the U.S. House of Representatives and then a senior adviser and Senate Finance Committee aide to a member of the Senate Finance Committee.
Anne currently serves as the Washington, D.C. Chair of 100 Women in Finance; her other professional organizations include the Exchequer Club of Washington, D.C., the Tax Coalition, Women in Housing & Finance, Ex-SOBs, and The Ripon Society.
