Defined Contribution Institute 2019 - Boston | Institutional Investor | 7 November 2019 | InterContinental Hotel, 510 Atlantic Ave, Boston, MA 02210, USA

A Requiem for the DC Plans of Yesterday; DC Investing in 2050:
• Curating and developing your DC plans' investment lineup based on the niches and needs of each participants' retirement journey
• Debating both the need and, more importantly, the best path to take on the incorporation of alternative investments in DC plans
• The rise of collective investment trusts (CITs) in the DC space
• Exploring diversification through multi-asset class solutions within DC plans
• Discussing the best way to approach investment risk mitigation and management
• Roadmaps and case studies for the next generation of default options
• A definitive discussion on the practicality and experiences with the implementation of ESG and sustainable investing options within DC plans
• A renewed look at mature investment options like stable value and fixed income
• A look at potential legislative progress on multiple employer plans (MEPs) and pooled employer plans (PEPs)
• How the perennial issue of plan governance comes to into play when trying to update DC plans and their investment lineups
• Innovating DC plan designs through new technologies in digitalization and personalization
• Investment directions and strategies when taking into account DB-to-DC transitions

2019 Advisory Board

Rob Roy
Chief Investment Officer, AdventHealth

Bernie Knobbe
Global Head of Benefits, AECOM

Cathleen deOrnelas
Senior Financial Benefits Manager, Apple

Lavina Mehta
Retirement Plans Manager, Bechtel Corporation

Debra Dennin
Senior Manager, Wealth Benefits, Best Buy Co., Inc

Sarah Krause
Director, Retirement Strategy & Executive Compensation, Boeing

Carrie Pierce
Program Advisor, California Savings Plus Program

Patricia Campbell
Executive Director, Core HR, Benefits, Wellness & Recognition, Cedars-Sinai Medical Center

Scott Knowles
Senior Manager, Global Benefits, Financial Wellness, Cisco

Katherine Miller
Benefit Department Manager, Costco

Vicky Erwin
Investments Director, Pension and Benefits, Eli Lilly and Company

Carol Chan
Deputy Chief Investment Officer, Ernst & Young LLP

Anthony Tomich
Head of Pension Investments, Farmers Insurance Group

Charles DeSantis
Chief Benefits Officer, Georgetown University

Mahooya Dinda
Treasury Director, Intel Corporation

Jeremy Ellermeyer
Managing Director, MetLife Investment Management

David Courchaine
Director, Total Rewards, MUFG Union Bank, N.A.

Anne Fish
Executive Director, Benefits and Work/Life Resources, Northwestern University

Brett Powell
Manager, Benefits – Pension & Thrift, Oncor

Sharon Hazy
V.P. Manager of Retirement Plans, The PNC Financial Group

Caryn Bortnick
Deputy Executive Director, San Francisco Employees’ Retirement System

Elaine Parham
Senior Manager, Southwest Airlines

Lan Chen
Investment Specialist, State of Michigan

Craig Daniels
Director, Traditional Investments, Trinity Health

Susan Long
Retirement Benefits Manager, Unilever

Gay Lynn Bath
Director, University of Oregon

Mark Keck
Pension and Savings Plan Administrator, UT-Battelle, LLC

Hugh Penney
Senior Director Compensation & Benefits, Yale University