DC Institute 2024 - Half Moon Bay | Institutional Investor | 10 September 2024 | The Ritz-Carlton, 1 Miramontes Point Road, Half Moon Bay, California 94019, USA

We’re no strangers to hosting case studies showcasing the latest and greatest in DC plan ingenuity and showing what can be possible and executed in the real world. We’re also no strangers to aspirational discussions and debates among plan sponsors, managers, and consultants on what could be and what is yet to come in the industry so that we can improve everything from retirement readiness to financial wellness.

The symposium will present a convergence of the two sides of the formula and shepherd big ideas from thought to eventual reality. Join your fellow industry peers and experts in in-depth discussions on new ideas for the next generation of plans and learn the best ways to get to the proverbial finish line based on all the experience and expertise accumulated by the previous generation.

2024 Speakers

Boyd Bender
Vice President of Retirement and Investment Services, WEA Member Benefits

Sandy Blair
Administrator, Savings Plus Program

Rob Boehmer
Executive Officer/Administrator, Nevada Public Employees Deferred Compensation Program (NDC)

Deb Boyden
Head of US Defined Contribution, Schroders

Monica Centers
Manager of Retirement, Southwest Airlines Co.

William Chau
Senior DC Investment Strategist, Allspring Global Investments

Diane Chui Justen
Director, Plan Administrator, City and County of San Francisco

Kyle Cotrufello
Program Manager, US Retirement, Google

Eleazar De Gracia
Global Reward Partner, Genentech

Ed Dunnington
President, Geneva Benefits Group

Angelica Harborth
Assistant Director of Benefits Communications, Employees Retirement System of Texas

Liz Kindseth
Director, Retirement Services & Benefits Compliance, Allied Universal

Kate LeBlanc
Director, Retirement Readiness, California State Teachers Retirement System

Hank Levy
Treasurer-Tax Collector/Plan Trustee, Alameda County (CA)/ACERa

Franco Lofaro
Co-Head of Retirement, Graystone Consulting from Morgan Stanley

Liana Magner
EVP, Retirement and Institutional, Natixis Investment Managers

Stephen McCaffrey
Senior Counsel, National Grid

Cameron McCarthy
Executive Director, Head of OCIO Retirement & Government Portfolio Solutions OCIO, Graystone Consulting from Morgan Stanley

Marco Merz
Managing Director and Head of Defined Contribution, University of California Office of the CIO of the Regents

Daniel Oldroyd
Managing Director, J.P. Morgan Asset Management

Scott Olsen
Retirement Plans Director, Intermountain Health

Dan Salemi
Partner, Employee Benefits, Labor & Employment Practice Groups, Morgan Lewis

Jessica Sclafani
Sr. Defined Contribution Strategist, T. Rowe Price Associates

Ron Shaw
Financial Wellbeing & Retirement Manager, Paychex, Inc.

Diane Smola
Managing Director, Defined Contribution Real Estate Solutions, Principal

Elise Thiemann
Vice President, DC Investment Strategy, State Street Global Advisors

Brian Tiemann
Partner, Employee Benefits and Executive Compensation, McDermott Will & Emery LLP

Tim Vasquez
Supervisor - Financial Operations, Omaha Public Power District

Chip Weule
Chief Benefits Officer, Fire & Police Pension Association of Colorado