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Tuesday, April 30 • 11:00am - 12:00pm
529 History & Opportunities: The Role of Stable Value

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Explore how stable value investments have been used in 529 plans over time and discover new ways to improve educational savings plans.

Introduction
avatar for Shalonda Green

Shalonda Green

Transamerica
Shalonda Green is a member of Transamerica’s Stable Value team where she facilitates contract negotiations, sales support, client service, market research, internal communications, resource coordination and project management. During her 24 year tenure at Transamerica, she has held... Read More →

Speakers
avatar for Michael Swink

Michael Swink

Investment Director, Virginia529-ABLEnow
Michael Swink, CFA, CPA joined Virginia529-ABLEnow in June 2009 and leads the investment group, which includes both research and analysis and operations divisions. During his fifteen year tenure with the Agency Mr. Swink has held positions of increasing responsibility within the finance... Read More →
avatar for Jessica Cole

Jessica Cole

Head of Stable Value Wrap Contract Management, Invesco
Jessica Cole is the head of stable value wrap contract management and is a member of the stable value management team at Invesco.  Since 2017, Jessica has been responsible for negotiating and implementing wrap contract terms, managing wrap issuer relationships and leading the wrap... Read More →
avatar for Paul Curley

Paul Curley

Director, 529 & ABLE Solutions, ISS Market Intelligence
Paul Curley, CFA, joined ISS Market Intelligence (formerly Strategic Insight and Financial Research Corporation) as a research analyst in 2008 and currently oversees 529 plan and ABLE market data, research, events and media products and services for institutional clients. He is the... Read More →


Tuesday April 30, 2024 11:00am - 12:00pm EDT
Jacaranda Ballroom AB