Venue
Merchants Exchange Club
Merchants Exchange Club, 75 Leidesdorff St, San Francisco, CA 94104, USA

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Event Date Thu Nov 14 PST (almost 2 years ago)
In your timezone (EDT): Thu Nov 14 11:30am - Thu Nov 14 4:30pm
Location Merchants Exchange Club
75 Leidesdorff St, San Francisco, CA 94104, USA
Region Americas
Details

With 70% of 401(k) assets still in single-asset class core options, many DC plan participants are not reaping the rewards of professional management. For participants investing in the core menu, the average number of funds used is only 2.5, indicating a significant lack of diversification. We’ll review evidence that typical core menu approach isn’t working as well as it could.

Speakers

2019 Speakers

FEATURED SPEAKERS:

Marco Merz CFA
Director of Defined Contribution, UNIVERSITY OF CALIFORNIA

Ron Thompson CFA, CAIA
Chief Investment Officer, ALCOA CORPORATION

Diana Kaschub Winalski
Head of 401(K) Product Management, INTERNATIONAL PAPER

SPEAKERS:

Rod Bare
Senior Vice President, Callan

Andy Blocker
Head of US Government Affairs, Invesco

Beth Conradson Cleary
Executive Director, City of Milwaukee 457(B) Deferred Compensation Plan

Sean Dailey
Senior Director, Institutional Defined Contribution Sales, Invesco

Uche Enemchukwu
Employee Benefits Compliance & Governance, the Boeing Company

Michael Finke PhD
Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security, THe American College of Financial Services

Jennifer Flitton
Vice President of Federal Government Affairs, Invesco

John Galateria
Head of North America Institutional, Invesco

Beth Halberstadt
Partner - US Defined Contribution Investments Practice Leader, AON

Greg Jenkins CFA
Head of Institutional DC, Managing Director, Invesco

Diana Kaschub Winalski
Head of 401(K) Product Management, International Paper

Marco Merz CFA
Director of Defined Contribution, University of California

Fred Reish JD
Partner/Chair of Financial Services Erisa Team and Chair of the Retirement Income, Drinker Biddle and Reath

Sara Smithson CFA
Senior Manager, Pension Investments, Raytheon

Jeffrey H. Snyder
Creator and Founder of the Morning Pulse, Inc., the Morning Pulse

Ron Thompson CFA, CAIA
Chief Investment Officer, Alcoa Corporation

Greg T. Ungerman CFA
Senior Vice President and Defined Contribution Practice Leader, Callan

Sponsors & Partners

2019 Sponsor

• Invesco