DC Investment Lineup 2020 | Pensions & Investments | 28 April 2020 | Virtual Event

The DC Investment Lineup will provide plan sponsors with the information, tools, and access to the expertise they need to meet their plan’s objectives and to help their participants achieve a secure retirement. Industry thought leaders will share their insight and expertise on the latest strategies for building a diversified plan via a dynamic investment lineup. Attendees will gain access to the latest trends for engaging plan participants and helping them make the right choices to lead to a secure retirement. We’ll also cover the latest news on how to navigate the changing regulatory and legislative landscape.

2020 Speakers

Brian Abshire
Associate Partner, AON

Mark Iwry
Nonresident Senior Fellow, The Brookings Institution & Visiting Scholar, The Wharton School at the University of Pennsylvania

Bill Ryan
Partner, AON

Patricia Ammann
Director, Investment Services and Operations, Minnesota State Board of Investment

Valerie Bannon
Chief Investment Officer, State of Ny Metropolitan Transportation Authority

Rod Bare
Senior Vice President, Callan Llc

Nicole Black
Director of Benefits and Retirement, Adventist Health

Ross A. Bremen
CFA, Partner, NEPC, LLC

Toni Brown
Senior Vice President, Retirement Strategy Group, Capital Groups / American Funds

Kristen Colvin
Partner, NEPC

Kim DeDominicis
Portfolio Manager, Multi-Asset, T. Rowe Price

Peter A. Delaney
CFA, Director, Investment Solutions Group, MFS Investment Management

Heidi Delauter
Senior Defined Contribution Strategist, T. Rowe Price

John Doyle
Senior Vice President, Senior Defined Contribution Strategist, Capital Group / American Funds

Uche Enemchukwu
Global Employee Benefits Compliance and Governance, Boeing

Jaime Erickson
Vice President–Benefit Administration and Employee Experience, Unitedhealth Group

Denise Fagella
Manager, US Defined Contribution Programs, GE

Terence Fennessy
Director of Business Development, Clearbridge Investment

Alex Ford
Vice President, Callan

Collin Geninatti
CFA, Manager of Asset Management, American Airlines

Karen Gray
Head of US Institutional Sales, MFS

Sara Hakim
Senior Vice President, Callan LLC

Kimberly G. Hyland
Managing Director, Global Client Group, MFS

Ann Jonas
Vice President and Associate General Counsel, Fidelity Investment

Eric Kaplan
Head of Target Date & 529 Product, Fidelity

David O. Keys
Director, Global Benefits, The Hershey Company

Lorie Latham
CFA, Senior Defined Contribution Strategist, T. Rowe Price

Wyatt Lee
Portfolio Manager, Multi-Asset, T. Rowe Price

Sarah Loving
Manager of Retirement Investment, HCA Healthcare Inc.

Michelle McCarthy
Partner, Morgan, Lewis & Bockus LLP

Lance McInerney
CFA, Institutional Portfolio Manager, Fidelity Investment

Lavina Mehta
Manager Retirement Plans, Bechtel Global Corporation

Marco Merz
CFA, Managing Director and Head of Defined Contribution, University of California

James Modelski
CFS, Partner, Senior Consultant, DImeo Schneider & Associates

Farhan Mustafa
CFA, Managing Director, Head of Investment Risk Management, Head of Quantitative Research, Clearbridge Investment

Vinay Nadkarni
Managing Director, Head of Global Business Development, Clearbridge Investment

Meenu Natarajan
Director of Retirement Investments, HP, Inc.

Sarah O’Toole
CFA, Institutional Portfolio Manager, Fidelity Investment

Christian Palmer
Communications Director, Arizona's Public Safety Pension Systems

Elaine Parham
Senior Manager of Compensation and Retirement, Southwest Airlines

Larry Paterson
Senior Manager, Investment Product Management, Capital Group / American Funds

Hugh Penney
Senior Director Compensation & Benefits, Yale University

Nikki Pirrello
Associate Group Publisher, Pensions & Investment

Tim Pitney
Managing Director Institutional Investment & Endowment Distribution, TIAA

Adam Polacek
Managing Director Institutional Investment Strategy, TIAA

Bill Ryan
Partner, AON

Greg Ungerman
CFA, Partner, Callan LLC

Kevin Vandolder
CFA, Partner, Dimeo Scheider & Associates

Charlotte Walsh
CFA, Director, Consultant Relations Manager, Clearbridge Investment

Sue Walton
Senior Vice President, Senior Retirement Strategist, Capital Group / American Funds

Carolyn M. Weiss
CFO, The New York Community Trust

Diana Winalski
Director of 401K Product Management, International Paper

Carolyn Wood
Sr. Director Retirement Benefits, Chapter Communications

2020 Sponsors

• CAPITAL GROUP
• ClearBridge Investment
• Fidelity
• MFS
• T.RowePrice
• TIAA
• AON