Defined Contribution Roundtable 2018 | Institutional Investor Conferences | 30 April 2018 | Waldorf Astoria, 11 E Walton Street Chicago, IL 60611, USA

The last several years have presented an ongoing conundrum for investors: Where — in all the world with all its various investment opportunities — are they to find the assets which offer reasonable risk-adjusted returns? And which investment strategies and which managers will offer them the solutions they are seeking, the solutions every investor needs to meet his/her unique investment objectives?
Building on the success of last year’s meeting, Institutional Investor is pleased to announce the 2nd Annual Strategic Asset Allocation Symposiums. Both one-day events, one on June 21 in New York and the other on September 26 in San Francisco, are designed for investment decision-makers at pension funds, endowments, foundations, and selected family offices, RIA firms, and investment consultants who are looking for possible answers to those questions.

2018 Speakers

Ken Curry
Vice President, Customer and Corporate Services, Nebraska Public Power District

Justin D. Mier
CFA, Senior Investment Consultant, Willis Towers Watson

Lisa Boucher
Senior Principal, Institutional Product Marketing, Financial Engines

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

Chris Anast
Senior Vice President, Senior Retirement Strategist, American Funds from Capital Group

Kevin Breen
Executive Director, Consultant Relations Manager, Defined Contribution, UBS Asset Management

Thomas Idzorek
Chief Investment Officer, Retirement, Morningstar Investment Management

Dana Blydenburgh
Retirement Services Director, City of Lakeland Retirement System

Sean M. Kenney
CFA, Managing Director and Head of Defined Contribution, MFS Investment Management

Jamie Eckert
Chicago Investment Leader, Willis Towers Watson

Dana Blydenburgh
Retirement Services Director, City of Lakeland Retirement System

Eric Kachin
Investment Director - Operations, Northwestern Medicine

Robert Boehmer
Executive Officer, State of Nevada Deferred Compensation Plan

Alejandra Grindal
Senior International Economist, Ned Davis Research Group, a Euromoney Institutional Investor PLC Company

Erin Archer
Treasurer, DePaul University

Gabrielle Morgan
Director, Individual Market Memberships, Institutional Investor

Ingrid Stafford
VP Financial Operations & Treasurer, Northwestern University

Marla Kreindler
Partner, Morgan, Lewis & Bockius LLP

Mark Stevens
Member, Nevada Deferred Compensation Committee, Nevada Public Employees Deferred Compensation Program

Robert Boehmer
Executive Officer, State of Nevada Deferred Compensation Plan

Christopher Daley
Managing Director, Head of Institutional Defined Contribution Investment Solutions, J.P. Morgan Asset Management

Paulette Clark
HR Program Manager – Benefits Division, Monterey County’s Deferred Compensation Plan

Ian Kopelman
Partner, DLA Piper US LLP

Ryan Clark
Senior Vice President of Fiduciary Solutions, Envestnet Retirement Solutions

Liz Kindseth
Director, Retirement Services & Benefits Compliance, G4S Secure Solutions (USA)

Margaret Daun
Milwaukee County Corporation Counsel, Milwaukee Country Employees’ Retirement System

2017 Past Speakers

Karen Betts
Vice President of Marketing for AXA Equitable Employer-Sponsored Business

Gregory J Burrows
Senior Vice President of Retirement and Investor Services, Principal Financial Group

George Castineiras
Senior Vice President, Total Retirement Solutions, Prudential

Catherine Collinson
President of Transamerica Center for Retirement Studies

Kevin Coppola
President and Founder, Compass Investors, LLC.

Kevin F. Crain
Managing Director, Head of Corporate Retirement and Benefit Services, Bank of America Merrill Lynch

Tobi Davis
Manager Retirement Plans, The Hillshire Brands Company

Glenn A. Dial
Managing Director, Head of Retirement Sales for Allianz Global Investors Distributors

Colette Ehlers
Sales Development Consultant, Wells Fargo Institutional Retirement and Trust

Jonathan Epstein
Director US Territory, CEM Benchmarking, Inc.

Ed Ferrigno
Vice President , Washington Affairs, PSCA

Ira P. Finn, PHR
Benefits Consultant, Career Education Corporation

Christian Giorgi, JD
Vice President of Advanced Markets, AXA Equitable

Lisa J. Goyer

Sherrie Grabot
Chief Executive Officer, GuidedChoice

Dave Gray, CPC
Vice President, Client Experience, Charles Schwab

Allegra Heyligers
Director, BlackRock

Keith Hocter, CFA
Investment Consultant, Bellwether Consulting

Peter J. Kapinos
Retirement Product Marketing Manager, Defined Contribution

Ian S. Kopelman is chair of DLA Piper's Employee Benefits and Executive Compensation practice group

James Liberi
First Vice President, Director of Institutional Sales

Richard T. Mason
President of Corporate Markets, ING U.S. Retirement Services

Tony Mingo
President & CEO, vWise, Inc.

Edward P. Mooney, Jr.
Managing Director, Artisan Partners

Albert J. (“Al”) Otto
Principal, AIFA®, APM

Justine Peddle
Department Manager, Global Compensation & Mobility, UPS

Savina Rizova
Vice President - Research, Dimensional Funds Advisors

Scott Robins
Associate General Counsel, Sodexo, Inc.

Lynda Sandersen
Investment Consultant, Bellwether Consulting

Stacy Schaus, CFP®
Executive Vice President, PIMCO

Craig Voelker
Director, BlackRock

Dan Weeks
Founder and COO, BrightScope, Inc.

2018 Sponsors

LEAD SPONSORS:
• AMERICAN FUNDS FROM CAPITAL GROUP
•FINANCIAL ENGINES
• FRANKLIN TEMPLETON
• J.P. MORGAN ASSET MANAGEMENT
• MORNINGSTAR
• NUVEEN
• T. ROWE PRICE
• WILLIS TOWERS WATSON

CO-SPONSORS:
• ENVESTNET
• MFS INVESTMENT MANAGEMENT