Defined Contribution West 2024 | Pensions & Investments | 20 October 2024 | The Langham, 1401 S Oak Knoll Ave, Pasadena, CA 91106, USA

Join P&I for an exceptional gathering of the nation’s top plan sponsors and distinguished DC industry experts.

If you're at the helm of a DC plan, it's imperative to anticipate and navigate ahead of regulatory policy shifts, fulfill fiduciary obligations, stay updated on plan administration protocols, and manage an array of other responsibilities. At the event, you'll have the chance to gain invaluable insights into how your counterparts are successfully tackling the complexities of retirement plan oversight.

Agenda Highlights:
• Retirement Income Solutions
• Financial Wellness
• Investment Trends in DC

2024 Speakers

Tonya Adams
Vice President, Diversity, Equity and Inclusion, Indiana University Health

Vikrant Arya
Managing Director, Retirement Investing Group, Nuveen, a TIAA Company

Bridget Bearden
Research & Development Strategist, Employee Benefit Research Institute (EBRI)

William Bercek
Manager, US Retirement & Investments, Amazon

Sandy Blair
Chief, Administrator, State of California, Savings Plus

Mark Blakley
Investments - Corporate Benefits Plans, ONEOK, Inc.

Sally Bossio
Manager of Retirement Income, DTE Energy Company

Daniel Boster
Savings Plan Director, Utah Retirement Systems

Gregg Braccili
Manager of Global Retirement Benefits and Recognition, Copeland

Lori Branley
Director of Retirement Programs, Stanford University

Amanda Camp
Retirement Plan Services, T. Rowe Price

Melvin Chua
Program/Procurement Manager, County of Orange

Diane Chui Justen
Director, City and County Plan Administrator, San Francisco Employees' Retirement System (SFERS)

Bianca DeStefano
Head of Financial Wellness Journeys, Vanguard

Barbara Erickson
Retirement Specialist, The J. David Gladstone Institutes

Reuben Escobedo
Manager Financial Benefits, Valero

Don Ezra
Former Co-chair, Global Consulting Russell Investments Worldwide

Steve Ferber
PIMCO Retiree

Donald Fogg
Senior Manager, Retirement Plans Administration, The E.W. Scripps Company

Sarah Fry
Vice President, Associate General Counsel and Assistant Secretary, NACCO Natural Resources

Elizabeth S. Goldberg
Partner, Morgan, Lewis & Bockius LLP

Kelly Goldsmith
Behaviorist, E. Bronson Ingram Chair | Professor of Marketing, Faculty Director, Vanderbilt University

Matthew Gray
Vice President, Employer Markets, Allianz Life

Amber Hagen
Senior Director, Total Rewards, TaylorMade Golf Company

Heather Ilacqua
Vice President, Retirement Income Distribution, Fidelity Investments

Diane Iwata
Deputy Director of Human Resources & BART Investment Committee, San Francisco Bay Area Rapid Transit District (BART)

Michael Jabs
Associate Director, Treasury - Pension, The Kraft Heinz Company

Raymond Jimenez
President, Adventist Healthcare Retirement Plans

Eric Kaplan
Head of Asset Allocation & Institutional Product, Fidelity Investments

T. Katuri Kaye
Director, DEI Director, Trucker Huss – ERISA and Employee Benefits Attorneys

Mike Kennington
Deputy City Manager and Chief Financial Officer, City of Mesa, Arizona

Ali Khawar
Principal Deputy Assistant, U.S. Department of Labor, Employee Benefits Security Administration (EBSA)

Susie Kim
Program Manager, County of Orange

Karla Kirkling
Executive Director of Healthcare & Benefits, Chicago Public Schools

Sean Klein
Executive Vice President, Quantitative Research Analyst, PIMCO

Liana Magner
EVP, Head of Retirement & Institutional, Natixis Investment Managers

Trish McGinity
Head of Cybersecurity Communications, Empower

Lisa McRae
West Region Wealth Leader, Aon

Mark Meigs
Executive Secretary, TVA Retirement System (TVARS)

Lew Minksy
President and Chief Executive Officer, Defined Contribution Institutional Investment Association (DCIIA)

Howard Moore
Associate Editor, Custom Content, Pensions & Investments

Rose Murtaugh
Associate Director, Pensions, International Motors, LLC

Nick Nefouse
Managing Director, Global Head of Retirement Solutions - Multi-Asset Strategies & Solutions (MASS), BlackRock

Daniel Oldroyd
Portfolio Manager and Head of Target Date Strategies, J.P. Morgan

Keith Overly
Former Executive Director, Ohio Public Employees Deferred Compensation Retiree

Jason Parese
Senior Director, Retirement Services Education, ADP Retirement Services

Craig Parkin
Head of Retirement Advice and Consulting, TIAA

Radha Pathak
Partner, Stris & Maher LLP

David Pilson
Vice President Total Rewards, Draft Kings

Nikki Pirrello
President and Publisher, Pensions & Investments

Robert Prunty
Deputy Regional Director, U.S. Department of Labor, Employee Benefits Security Administration (EBSA), LA office (LARO)

Brooke Puta
Benefits Analyst, U.S. Venture

John Quach
Department of Human Resources - Employee Benefits Division, County of Los Angeles

Ben Roberge
Assistant Vice President, Financial Wellbeing and Retirement Programs, Unum

Maria Rodriguez
Senior Analyst, Countywide Labor and Compensation Services, County of Los Angeles

Mishaela Royball
California State Teachers' Retirement System

Bill Ryan
Partner, Defined Contribution Team Leader, NEPC

Sadie Saxton
Associate, Institutional Business Development, Impax Asset Management

Tammy Scholtes
Senior Director of Conference Programming, Pensions & Investments

Jessica Sclafani
Vice President, Global Retirement Strategist, T. Rowe Price

Sherie Shafer
Former Executive Assistant to the Chief Technology Officer, AT&T Retiree

Robert Steyer
Reporter, Pensions & Investments

Colby Stoltz
Director, Product Strategy, Principal

Kathleen Strukoff
Former Pacific Southwest Market Leader, Aon Retiree

Julie Tatge
Interim Editor-in-Chief, Pensions & Investments

Pascale Thomas
Vice President Enterprise Employee Benefits and Well-Being, The Walt Disney Company

Steve Ulian
Managing Director-Defined Contribution & Retirement, Apollo Global Management

Diana Velasquez
Senior Vice President, Consultant Relations, Morningstar Retirement

Jillian Verspyck
Managing Director, Participant Engagement, Workplace Benefits, Bank of America

Jeff Vilker
Director, Head of Retirement Markets, Impax Asset Management

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

Daniel Weber
Manager, Treasury Services, Metropolitan Transit Authority of Harris County, Texas

Ally Williamson
National Account Director of Broker-Dealers, Empower

Michael Williams
Trustee, Alaska Retirement Management Board

Marita M. Yancey
Senior Director of Benefits and Wellness, The University of Texas at Dallas

2024 Sponsors

PLATINUM:
• Allianz

GOLD:
• ADP
• Apollo
• Bank of America
• BlackRock
• Capital Group/American Funds
• Empower
• Fidelity Investments
• Impax Asset Management
• J.P. Morgan Asset Management
• Morningstar Retirement
• Natixis Investment Managers
• NEPC
• Nuveen
• Pimco
• Principal
• T.Rowe Price
• TIAA
• Vanguard