East Coast Defined Contribution Conference 2020 | Crain Communications Inc. | 8 March 2020 | The Ritz-Carlton Orlando, Grande Lakes, 4012 Central Florida Pkwy, Orlando, FL 32837, USA

JOIN US for the industry’s premier educational and networking event that features the latest trends and best practices including legislation, regulation, plan compliance, plan design, and the newest in investment products and strategies. The DC East advisory board is already hard at work deciding which topics to put on the agenda. We’re looking for — and finding — new speakers to share their expertise and insights, and we’re brainstorming new ideas for interactive sessions. Most of all, we are creating more opportunities for you to network with your peers.

2020 Speakers

FEATURED SPEAKERS:

Megan Greene
Senior Fellow, Mossavar-Rahmani Center

Jeff Kreisler
Behavioral Science Advocate, Co-Author, Dollars and Sense

SPEAKERS:

Kimberly Almeida
Director, Benefits Operations, Brown University

Chris J. Battaglia
Vice President/Group Publisher, Pensions & Investments

Bradley Bonno
Director of Financial and Retirement Education Services, PNC Institutional Asset Management

Michael J. Bourcier
Corporate Benefits Director of Financial Wellness, Lockheed Martin Corporation– Enterprise Operations

Kristen Brown
Director, Benefits, Jetblue Airways

Kelly Bryant
Director, Retirement Plan Investments, Unitedhealth Group

Kevin Edwards
Senior Investment Director, Hartford Healthcare

George Evans
Co-President, Convergence, INC.

Jeff Fister
Senior Relationship Manager, ADP Retirement Services

Megan Greene
Senior Fellow, Mossavar-rahmani Center for Business and Government Harvard Kennedy School

Margaret Haering JD, AIFA®,
Counsel, Healthcare Policy & Benefit Services Division, Office of the State Comptroller, Connecticut

Sean T. Hannah Ph.D.
Senior Research Associate, Professor of Management and Tylee Wilson Chair, School of Business, Wake Forest University Colonel, Usa, Retired

Jennifer Hatcher
Retirement Plan Manager, Trihealth

Joseph P. Healy
Senior Vice President, Account Manager and DC Specialist, PIMCO

Kelly Henson
Partner, Mercer

Marc Howell
Vice President, Head of Custom Retirement (Qualified and Non-Qualified) Solutions, Prudential

Sean Jordan
Head of Client Management, Emerging Markets, Massmutual

Katuri Kaye
Director, Trucker Huss

Jeff Kreisler
Behavioral Science Advocate, Co-Author, Dollars and Sense - How We Misthink Money and How to Spend Smarter

Connie Lee CFA
Investment Manager, National Technology & Engineering Solutions of Sandia, LLC

Karen Lisi
Vice President, Memorial Sloane Kettering Cancer Center

Terry Maccarrone
Board Member, Deferred Compensation Plan, Suffolk County, New York

Liana Magner CFA
Partner, U.S. DC & Financial Wellness Leader, Mercer Investments

Nick Nefouse
CFA Head of DC Investment Strategy and Co-Head of LifePath, Blackrock

Rebecca Nicholas
Defined Contribution Plans Operations Supervisor, Virginia Retirement System

Dan Notto
ERISA Strategist, J.P. Morgan Asset Management

Nickolas Nyhus
Vice President, Human Resources & Information Technology, University of Minnesota Physicians

Andrew Payne
Chairman 401(k) Committee, Southwest Airlines Pilots Association

Adam Perlaky
Manager of Investment Research, World Gold Council

Richard J. Phelan
Senior ERISA Consultant, Vanguard Strategic Retirement Consulting

Robert J. Rafter Esq.
Educator, the Retirement Learning Center

Sri Reddy
CFA Senior Vice President, Retirement Income Solutions, Principal

Amy Resnick
Editor, Pensions & Investments

Debra L. Roberts
Director of Finance, Maryland Teachers & State Employees Supplemental Retirement Plans (Msrp)

Gerry Rodriguez
Assistant Treasurer, Lennar Corporation

Tim Rouse
Executive Director, the Spark Institute, Inc

Bill Ryan
CAIA, SPHR, Partner, Head of DC Multi-Asset Solutions, AON

Tammy Scholtes
Director of Conference Programming, Pensions & Investments

Julie Tatge
Executive Editor, Pensions & Investments

Ron Tenhagen
Investment Director, JM Family Enterprises Corporation

Kristen Thomure
Senior Human Resources Manager, Hubbell Power Systems

Kevin L. Walsh
Principal, Groom Law

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

Rachel Weker
Vice President, T. Rowe Price

Tina Wilson
CFA, Senior Vice President, Chief Product Officer, Empower Retirement

Diana Winalski
Head of 401K Product Management, International Paper

2020 Sponsors and Exhibitors

PLATINUM:
• Capital Group
• J.P Morgan Asset Management

GOLD:
• ADP
• AoN
• Empower Retirement
• MassMutual
• Mercer
• Pimco
• PNC Institutional Asset Management
• Prudential
• T.Rowe Price
• Vanguard
• World Gold Council

EXHIBITORS:
• Alliance Bernstein
• Loomis Sayles
• MetLife
• Millenium Trust Company
• Morningstar
• Neuberger Berman
• RCP
• TIAA
• Voya Financial