Defined Contribution Institute - Half Moon Bay

Sep 15th - Sep 16th 2020
The Ritz-Carlton
Half Moon Bay (San Francisco)
About

How are Tomorrow's DC Plans Taking Shape Today?

The 2020 Defined Contribution Institute - Half Moon Bay program will consist entirely of case studies and practical anecdotes from the DC industry. We will hear from plan sponsors and service providers on how past initiatives and ideas have fared when applied in the real world, their successes and disappointments, and how they are implementing and executing the future of their DC plans at this very moment.

 

Agenda

2020 Agenda Coming Soon

View the 2019 Agenda

2020 Advisory Board 

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 & Assistant Treasurer, 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

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

Joanne Arneal, Director, MD Benefits, The Permanente Medical Group

Thomas Foster, Director, Pension & Trust Investments, Pinnacle West Capital Corporation

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

Register


Only qualified defined contribution plan sponsors may register to attend this meeting, but there is no registration fee to attend for those who are qualified. If you are interested in learning more about our membership, please contact Madeline Heckman.


Registration

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About DC Institute
DC Institute

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.

Venue

The Ritz-Carlton

1 Miramontes Point Road
Half Moon Bay, California 94019 United States
+1 650 712 7000

Set atop a bluff overlooking the Pacific Ocean, the Ritz-Carlton, Half Moon Bay offers an impressive setting for meetings, conferences and retreats. Within easy reach of San Francisco and Silicon Valley, our Northern California resort offers more than dynamic event spaces. Here, planners will find a conference setting that offers flexibility and modern technology, as well as opportunities for team-building, fine dining and recreation.

Contact

QUESTIONS?

For more information, please contact:

Madeline Heckman

+1 212 224 3640
madeline.heckman@institutionalinvestor.com

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