Park Hyatt Washington D.C.
Park Hyatt Washington D.C., 1201 24th St NW, Washington, DC 20037, USA / Virtual

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Event Date Tue Oct 19 EDT - Wed Oct 20 EDT (about 2 years ago)
Location Park Hyatt Washington D.C.
1201 24th St NW, Washington, DC 20037, USA / Virtual
Region Americas

Closing off the year, our 2021 Washington, DC conference will feature panels, presentations, conversations, and engagements on a favorite human pastime: nostalgically reminiscence about the past and the "good old days". It's now more than 40 years since the creation of the 401(k), and many in this industry have seen through the long journey of how this little section in the 1978 Revenue Act overhauled the concept of retirement in America. But instead of just looking at the successes that the defined contribution industry has provided to participants, our agenda will focus more on the mistakes of the past and how we can utilize those experiences and lessons learned to craft a path forward.

Our East Coast event has historically drawn more from plans of the older and more established corporations and organizations, many of them accompanied by a legacy defined benefit plan or are still undergoing the transition from the pensions of old to our current system. We thus aim for this year's event to leverage that fact and help shed light on best practices regarding all things retirement for the defined contribution community.


2021 Speakers

Steve Olson
Managing Director, Institutional Investor

Hannah Quapp
Client Services Director, Institutional Investor

Bernie Knobbe
Vice President, Global Benefits, Corporate Total Rewards, AECOM

Roger Paschke
Vice President, Chief Investment Officer, Hearst Communications

Jordan Jackson
Vice President, Global Market Strategist, J.P. Morgan Asset Management

Anu Rajakumar
Multi Asset Advisor, Senior Vice President, Neuberger Berman

Joe Kaelish
Chief Global Macro Strategist, Ned Davis Research

Brendan Curran
Managing Director, Head of U.S. Investment Strategy, DC, State Street Global Advisors

Andrew Jacobs Van Merlen
CFA, Portfolio Manager, Multi-Asset Division, T. Rowe Price

Will Chau
CFA, Senior Defined Contribution Investment Specialist, Wells Fargo Asset Management

Chris Nikolich
Head of Glide Path Strategies (US) - Multi-Asset Solutions, AllianceBernstein

Shafer Smith
Portfolio Manager, Public Equities, Lockheed Martin Investment Management Co.

John Doyle
CFA, SVP, Senior Retirement Strategist, Capital Group | American Funds

Finola McGuire Foley
Portfolio Manager, Fidelity Investments

Rene Martel
Managing Director, Head of Retirement, PIMCO

James Martielli
Senior Manager, Investment Consultants, Vanguard

Paul Visconti
Director of Retirement Programs and Investments, Avangrid*

Jed Petty
Managing Director, DC Strategies, Wellington Management

Mike Miller
Vice President in the Multi-Asset Solutions, Rocaton

Michael Jabs
Lead, Pensions, Kraft Heinz Foods Company*

Senior Representative

Joel Schiffman
Head of Intermediary, North America, Schroders

Ron Shaw
Financial Wellbeing & Retirement Manager, Paychex

Virginia Mcguire
Vice President, Alight Solutions

John Payne
Head of Consultant Relations, Edelman Financial Engines

Julie Varga
Vice President, Investment and Product Specialist, Morningstar

Michael Westhoven
Managing Director, TIAA

Joshua Waldbeser
Partner, Faegre Drinker*

Jennifer Flitton
Federal Lobbyist, Invesco

Lance Schoening
Director of Policy, Principal Financial Group

Steve McCaffrey
Senior Counsel for Plans, National Grid USA

Michael Parker
Executive Director, Oregon Treasury Savings Network