Retirement Industry People Moves

CalPERS Appoint Anton Orlich, Names Derek Walker to Lead Total Portfolio Approach

The California Public Employees’ Retirement System will promote Anton Orlich to deputy CIO for private markets; he has served as the pension fund’s director of private equity since 2022. He will oversee all of CalPERS’ alternative investment programs, including private equity, private credit, real estate and infrastructure.

Orlich succeeds Daniel Booth, who stepped down from his role in October 2025.

CalPERS also named Derek Walker as managing investment director for total fund portfolio management, effective in July. Walker was head of research and total fund management at the Canadian Pension Plan Investment Board.

Walker will succeed Sterling Gunn, who retired from CalPERS in 2025.

In November 2025, CalPERS became the first public pension plan in the U.S. to indicate it plans to adopt a total portfolio approach.

SEC Names New Members of Small Business Capital Formation Advisory Committee

The Securities and Exchange Commission appointed five new members to its Small Business Capital Formation Advisory Committee.

The new members, who will join the 15 current commission-appointed committee members and who will each serve four-year terms, are:

• Anya Coverman, president and CEO, Institute for Portfolio Alternatives;
• Joseph Lucosky, managing partner, Lucosky Brookman LLP;
• Andrew Prystai, CEO and co-founder, EventVesta;
• Rodrigo Seira, partner, Cooley LLP; and
• Erik Syvertsen, head of asset management and chief legal officer, AngelList.

FuturePlan by Ascensus Adds Ryan Moore as Regional VP

Third-party administrator FuturePlan by Ascensus appointed Ryan Moore as a regional vice president and sales consultant. Moore will support retirement plan advisers and plan sponsors across Greater Los Angeles and Hawaii.

Moore has more than 21 years of experience in the retirement services industry. He joined FuturePlan from Newport, an Ascensus company, where he held a variety of roles focused on adviser engagement and business development.

Moore will report to Jeffrey Cricenti, divisional vice president, North/West. Moore earned an associate’s degree in business administration and management from Georgia State University’s Perimeter College.

FuturePlan supports more than 33,800 plan sponsors and represents more than $101 billion in assets under administration.

SPARK Institute Names New Governing Board Leadership

The SPARK [Society of Professional Asset Managers and Recordkeepers] Institute, a trade association based in Washington, D.C. representing retirement plan service providers, announced a leadership transition on its governing board.

At its June 3 meeting, the governing board elected Will Hicks of FIS Global as chair, Francisco Negrón of T. Rowe Price as vice chair and Judy Nelson of SS&C Technologies as treasurer.

The SPARK Governing Board provides strategic oversight for the association’s policy advocacy, educational programs, research initiatives and member services.

Mike Miller, who last served as chair of the SPARK Governing Board while working at PGIM, departed from the board as he assumed a new role at Blackstone. PGIM did not comment on Miller’s transition.

Stephen Rosenberg Founds Law Firm

Stephen Rosenberg, a former partner in the Wagner Group, is now a founding partner in his own firm, Rosenberg & Fiore LLC, according to LinkedIn.

The Boston-based trial lawyer provides full-service litigation and counseling services in complex business, ERISA and insurance matters to companies, executives, founders, employees, boards, unions and others.

At the Wagner Group, Rosenberg dealt with commercial, class action, ERISA, intellectual property, director and officer, complex insurance coverage and insurance bad-faith litigation, representing parties in federal and state courts.

Prior to his time at the Wagner Group, Rosenberg was a partner in the McCormack Firm.