DC Institute - Half Moon Bay 2023 | Institutional Investor | 13 September 2023 | The Ritz-Carlton, 1 Miramontes Point Road Half Moon Bay, California 94019, USA

Innovation is often an overused word in nearly all contexts and realms, transformational innovation as a phrase is even more so. But in an industry like defined contribution, defined by an abundance of regulatory caution and bounded by practicalities and implications, innovation has been a slow trickle over the years since the concept had its beginnings decades ago. Yet in the decades since. These trickles have built up into a steady stream of arguably revolutionary steps that have changed the way Americans save and spend in retirement. From new products and solutions aimed at simplification and customization to wellness strategies aimed at engaging neglected participants to brand new outlooks to retirement as a whole, our industry has seen tremendous progress in the face of natural limitations.

More work is to be done as we finesse best practices and roadmaps for everything from retirement income and flexibility to participant engagement to investment solution choices, but a recognition of the practical innovations, big or small, that have helped cement industry improvements in the past years has been overdue. Join plan sponsors, providers, and all stakeholders of DC in a celebration, deliberation, and exploration of what has been achieved and what is still to come at this year’s Half Moon Bay Symposium.

2023 Speakers

GUEST SPEAKERS:

Peter Leyden
Futurist, tech expert & foresight advisor, Wired Magazine

SPEAKERS:

Duke Alden
Security Strategist | Business Partner | Information Risk Attorney, Alight Solutions

Chris Anast
SVP, Senior Retirement Strategist, Capital Group | American Funds

Vikrant Arya
Managing Director, Global Consultant Relations, Nuveen

Rob Austin
Head of Research, Alight Solutions

Jay Binstock
Multi-Asset Strategist, Capital Group | American Funds

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

Deb Boyden
Head of US Defined Contribution, Schroders

Sharon Carson
Retirement Strategist, J.P. Morgan Asset Management

Patrick Carter
Head of Institutional Defined Contribution, JP Morgan

Chris Ceder
Senior Defined Contribution Strategist, Goldman Sachs

Prashanth Challah
Head of Wealth Management Cybersecurity, Morgan Stanley Investment Management

William Chau
Senior Defined Contribution Investment Strategist, Multi-Asset Solutions, Allspring Global Investments

Lan Chen
Senior Investment Manager, State of Michigan

Margaret Daun
Milwaukee County Corporation Counsel, Milwaukee County Office of Corporation Counsel

Jeffrey Clark
Analyst, Vanguard Strategic Retirement Consulting, Vanguard

Marc Dummer
Managing Director & Client Portfolio Manager, Principal Asset Management

Vicky Erwin
Executive Investment Director, Eli Lilly & Company

Danielle Gladstone
Head of DC Participant Engagement, State Street Global Advisors

David Goodsell
Executive Director, Natixis Center for Investor Insight, Natixis Investment Managers

Edmund Grant
Managing Director, MFS

Pamela Hembrow
Director Global Financial Benefits, Microsoft Corporation

Greg Jenkins
Managing Director, Head of Defined Contribution, Invesco

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

Bernie Knobbe
Senior Vice President, Global Benefits & Well-being, AECOM

Scott E. Knowles
Sr. Manager, Global Benefits, Financial Wellness, Cisco

Bradley Kuebler
Principal and Chair, Retirement Plan Committee, Milliman

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

Jesse Mark
Director of Employee Planning, Edelman Financial Engines

Diego Martinez
Vice President, Benefits & Wellness, Abbott Laboratories

Melda Mergen
Global Head of Equities, Columbia Threadneedle Investments

Josh Newmister
Director, Formerly Meta

Christopher Nikolich
Head of Glide Path Strategies (US), AllianceBernstein

Lorianne Pannozzo
Head of Workplace Personalized Planning and Advice, Fidelity Investments

Barbara Reinhard
Chief Investment Officer, Multi-Asset Strategies and Solutions, Voya Investment Management

Steve Sapra
Executive Vice President, Client Solutions & Analytics, PIMCO

Jeri Savage
Retirement Lead Strategist, MFS Investment Management

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

Joseph Szalay
Senior Vice President, Defined Contribution, PIMCO

Stacey Tovrov
Head of Investment Strategy Retirement Solutions, BlackRock

Sue Walton
VP, Senior Retirement Strategist, Capital Group | American Funds