Join us for a two-part webcast for the DC plan sponsor community on July 15 at 1:00pm ET; we will be convening a 45-minute panel of expert strategists and economists to delve into their macro-level predictions for the future, followed by another 45-minute panel of plan sponsors discussing both the short-term and long-term impacts of the COVID crisis along with the lessons learned and takeaways. We hope to see you there.
Moderator
Stephen McCaffrey, Senior Counsel for Plans, National Grid USA
Panel 1: Predicting the Future
Rick Brink, Senior Vice President, Market Strategist, AllianceBernstein
Samantha Azzarello, Executive Director, Global Market Strategist, J.P. Morgan Asset Management
Brian Nick, Senior Managing Director, Chief Investment Strategist, Nuveen
Panel 2: Charting a Path Out of the Woods
Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories
Peter Shott, Senior Vice President, Human Resources, Oracle Corporation
The Defined Contribution Institute was created to serve DC plan sponsors, and we rely upon an Advisory Board of plan sponsors to help conceptualize and guide each event’s agenda. We sincerely thank this year’s Advisory Board as well as everyone who has provided — and will continue to provide — input to ensure that the topics we are addressing are current, practical, and pertinent.
Tracy Brewer, Total Rewards Manager – Retirement Plans, Accenture
Bernie Knobbe, Vice President, Global Benefits, AECOM
Margaret Flynn, Pension & Post Retirement Investment Manager, American Water Works Company
Suzanne Carroll, Director, Treasury, Amgen
David Lewis, Director of Investments, Ann & Robert H. Lurie Children’s Hospital of Chicago
Paul Mele, Global Head of Benefits, BlackRock
William Bercek, Director, National 401(k) Program & Compliance, BlueCross BlueShield Association
Jamey Sharpe, Executive Director & Chief Investment Executive, BlueCross BlueShield Association
Sandy Blair, Director, CalSTRS
Lynna Soller, Benefits Manager, City of Chandler
Paulette Clark, HR Program Manager, County of Monterey
Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories
Paula Stafford, Finance Director, Global Defined Contribution, Dow Inc.
Anthony Tomich, Head of Pension Investments, Farmers Insurance Group
Colin Orr, Associate Director, Retirement Benefits, Genentech
Charles DeSantis, Associate Vice President and Chief Benefits Officer, Georgetown University
Terence Chan, Benefits, Finance & Analytics, Google
Patin Ma, Compensation Manager, Google
Edward Adams, Director – Global Defined Contribution Plans, IBM
Jason Naskiewicz, Americas Investment Manager, Mars Incorporated
Debra Roberts, Director of Finance, Maryland Supplemental Retirement Agency
Stephen McCaffrey, Senior Counsel for Plans, National Grid USA
Sue Rutherford, Retirement Plans Manager, Northwestern University
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Joanne Arneal, Director, MD Benefits, The Permanente Medical Group
Thomas Foster, Director, Pension & Trust Investments, Pinnacle West Capital Corporation
Jack Miller, Advisory Committee, Presbyterian Board of Pensions
Diane Kaiser, 401(k) Plan Manager, Public Employee Retirement System of Idaho
Laura Booth, SVP, Total Rewards & People Insights, Tapestry | Coach, Kate Spade, Stuart Weitzman
Craig Daniels, Director, Traditional Investments, Trinity Health
Carl Gagnon, Assistant Vice President, Global Retirement Programs, Unum Group
The Defined Contribution Institute is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. Members and supporting members come together for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules. Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans.
For more information, please contact:
+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com
The Ritz-Carlton
Half Moon Bay (San Francisco)
Park Hyatt
Washington, D.C.