MassMutual Financial Group

Leadership & Staff

1 / 13

GEOFFREY J. CRADDOCK

• Position

MICHAEL JAMES O'CONNOR MassMutual Financial Group

• Position

PIA D. FLANAGAN

• Position

Gareth F Ross

• CIO ('14→?)

Michael Timothy Corbett

• CIO ('11→?)

Elizabeth A Ward

• CFO ('16→?)

Thomas Michael Finke

• Position ('16→?)

Michael R Fanning

• Position ('08→?)

Susan M Cicco

• CEO ('16→?)

Eddie Ahmed

• CIO ('16→?)

Board Members

1 / 2

SHELLEY B. LEIBOWITZ

• Board Member

Bella Goren Former chief financial officer of American Airlines and parent AMR

• Director, Board of Directors (?→'15)

Mark T Bertolini Former Chairman and CEO of Aetna Inc.

• Director, Board of Directors (?→'15)

Karen H Bechtel

• Comptroller ('16→?)

Jeffrey M Leiden President and CEO, Vertex Pharmaceuticals

• Director, Board of Directors

Howard Todd Stitzer Former CEO, Cadbury Schweppes

• Director (Board of Directors), Member (Audit Committee)

William T Spitz

• Committee Chair (Director)Director ('07→?)

Roger W Crandall President & CEO of Massachusetts Mutual Life Insurance

• Director (?→'15)

Kathleen Corbet Former president of Standard & Poor's

• Comptroller ('08→?)

James H DeGraffenreidt Jr

• Lead DirectorDirector ('16→?)

Donors

Walton Family Foundation Inc Philanthropic foundation affiliated with family that owns Walmart

• Donation/Grant · 110,000 USD ('15→'16)

Donations

Expanding Educational Opportunities Support 2016 MA Charter School Referendum

• Donation/Grant · 50,000 USD (past)

MIT Center for Digital Business corporate sponsored research center focussed on the digital economy

• Donation

Holdings

OppenheimerFunds, Inc. Global Asset Manager

• Owner*; percent stake: 15%

ExxonMobil Oil and gas exploration, production, and marketing

• investor

Child Organizations

Cornerstone Real Estate Advisers Founded in 1994 to manage MassMutual’s equity real estate investments

• subsidiary ('94→?)

C.M. Life Insurance Company Inc.

• subsidiary (Dec 31 '02→?)

MassMutual Holding, LLC Asset management, securities brokerage, and insurance services

• subsidiary ('84→?)

Parents

OppenheimerFunds, Inc. Global Asset Manager

• affiliate

Members

Boston Financial Services Leadership Council

• Member

Memberships

Higher Education Financing Partnership - FlowPoint Education, MassMutual and Noodle Partners Deal Announced 2018 For Online Education Debt

• Partner ('18→?)*

Better Identity Coalition

• Member

National Gay and Lesbian Chamber of Commerce

• Member

Ad Hoc Group of PREPA Bondholders Bondholders of the Puerto Rico Electric Power Authority

• Member (past)

Services & Transactions

Navigators Global Beltway Issues management, government relations & strategic communications firm; formerly DC Navigators

• Lobbying Firm · 1,338,000 USD ('03→'08)

Smith-Free Group

• Lobbying Firm · 840,000 USD ('01→'07)

Squire Patton Boggs LLP Law and lobbying firm based in Washington, DC

• Lobbying Firm · 820,000 USD ('99→'05)

Venn Strategies LLC

• Lobbying Firm · 234,000 USD ('07→'08)

Porterfield, Fettig & Sears Lobbying firm

• Lobbying Firm · 230,000 USD ('07→'08)

Ernst & Young LLP One of the "Big Four" US accounting firms

• Lobbying Firm · 180,000 USD ('99→'00)

National Hockey League

• Service/Transaction

David H. Koshgarian Lobbyist and former Chief of Staff for Ben Cardin

• Lobbying Firm ('02→'05)

Lobbying

1 / 2

U.S. Securities and Exchange Commission US Federal Agency

• Direct Lobbying ('00→'08)

Pension Benefit Guaranty Corporation Government corporation that insures pensions of 44 million workers & retirees

• Direct Lobbying ('00→'07)

Federal Communications Commission regulates communications by radio, television, wire, satellite, and cable

• Direct Lobbying ('00)

Office of the United States Trade Representative Office that facilitates global trade on behalf of the United States

• Direct Lobbying ('01)

White House Office Includes multiple levels of presidential advisory boards and advisors

• Direct Lobbying ('04→'06) [+1]

• Direct Lobbying ('99→'08)

Federal Reserve System Central bank of the United States

• Direct Lobbying ('08)

Federal Deposit Insurance Corporation

• Direct Lobbying ('05)

Federal Election Commission Independent campaign finance regulatory agency

• Direct Lobbying ('00)

U.S. Department of Health and Human Services The United States' Health and Human Services Agency

• Direct Lobbying ('00→'03)

US Department of Education

• Direct Lobbying ('02)

Miscellaneous Relationships

Oberfeld vs. Hodges marriage equality ruling

• supported by

2020 ID HB500 and HB509 2020 Idaho transgender bills

• opposed by

FlowPoint Education Management Consulting on Ed-Tech and Income Sharing Agreements (ISAs)

• Partner*