P&I’s DC Investment Lineup Conference 2022 - Dallas | Pensions & Investments | 12 May 2022 | Union Station Wolfgang Puck, 400 S Houston St 3rd floor, Dallas, TX 75202, USA

This conference will provide plan sponsors with the latest information, tools, and access to the expertise they need to meet their plan’s objectives and help their participants achieve a secure retirement. We’ll look at how to leverage financial wellness tools, the importance of having the right investment lineup and defaults, and how to drive engagement for better savings and manage the decumulation phase.

Our panelists will share their insights on the latest strategies for building a diversified plan via a dynamic investment lineup. Attendees will hear from fellow plan sponsors and gain access to the latest trends for engaging plan participants and helping them make the right choices to lead to a secure retirement.

Key Agenda Topics:
• How world events have impacted preparedness and investment choices
• How financial wellness programs have evolved
• The importance of having a diversified investment lineup and defaults that serve participants
• Innovative ways to drive engagement for better savings
• The latest DOL rulings and current litigation cases

2022 Speakers

Brian Abshire
Partner-Head of DC Multi-Asset Solutions, Aon

Jordan Backman
Vice President and Senior Counsel, Benefits and Compensation, Sony Corporation of America

Nicole Black
Director Benefits & Retirement, Adventist Health

Toni Brown
SVP Head of Retirement Strategy, Capital Group | American Funds

Matthew Daniel
Director Retirement Investments, FedEx

Kim DeDominicis
Portfolio Manager, Target Date Strategies, T. Rowe Price

Keri Dogan
Senior Vice President, Retirement Income, Fidelity Investments

Marc Dummer
Managing Director & Portfolio Manager, Principal Global Asset Allocation

Kathryn Farrell
Portfolio Specialist, Target Date Strategies
T. Rowe Price

Carl Gagnon
AVP – Financial Wellbeing & Retirement Programs, Unum

Hayden Gallary
Investment Managing Director, Cambridge Associates

Jonathan Glidden
Managing Director Pensions, Delta Airlines

Elizabeth Goldberg
Partner, Morgan Lewis

Konstantinos Grigoriadis
Treasury Advisor – Pension Investments, DXC Technology

Beth Halberstadt
Senior Partner - U.S. Defined Contribution Investment Solutions Leader, Aon

Kevin Hanney
Senior Director, Pension Investments, UNITED TECHNOLOGIES CORPORATION (UTC)

Christina Hennecken
Partner - ERISA Litigation, Goodwin Law

Bill Horvath
Senior Managing Director, Corporate Retirement Solutions Product & Business Development, TIAA

Michael Jabs
Lead, Pensions, The Kraft Heinz Company

Donald Kendig
Deferred Contribution Plan Board, Fresno County Employees Retirement Association

Abbie Klein
VP Benefits, STO Building Group

David Knapp
Head of Financial Wellness, Portland GE

Andrew Kuhn
Portfolio Specialist, Target Date Strategies, T. Rowe Price

Susan Long
Retirement Benefits Manager, Unilever

Chris Luongo
Institutional Portfolio Manager, Fidelity Investments

Lance McInerney
Institutional Portfolio Manager, Fidelity Investments

Becca Nelson
Benefit Design & Total Rewards, New York-Presbyterian Hospital

Sarah O’Toole
Institutional Portfolio Manager, Fidelity Investments

AJ Padilla
Chairman, City of Austin Deferred Compensation Committee

Elaine Parham
Sr. Manager Compensation and Retirement, Southwest Airlines

Rick Patsy
Former CIO, CSX

Jon Rose
Benefits Analyst, Qualcomm

Jaime Santos
Partner, Goodwin Law

May Tong
Portfolio Manager, Principal Global Asset Allocation

Luke Vandermillen
Managing Director – Retirement Investment Support, Principal Global Investors

Sue Walton
SVP Senior Retirement Strategist, Capital Group | American Funds

Mike Westhoven
Managing Director, Corporate Retirement Solutions Sales Implementation and Business Development, TIAA

2022 Sponsors and Partner

SPONSORS:
• Capital Group | American Fund
• Fidelity Investments
• Principal
• T.Rowe Price
• TIAA

PARTNER:
• Aon