Changing tack from our 2020 Virtual Half Moon Bay Conference, where we hosted both plan sponsors and service providers presenting case studies of plan innovations and initiatives and shared successes and pitfalls, our 2021 Half Moon Bay event will dive into the rich world of exciting new research, studies, and data-centric analyses that the DC industry is endowed with.
We will take advantage of the open-air environment at the scenic Half Moon Bay venue, and our renewed focus on providing smaller but more engaging breakout session formats to allow attendees to pick and choose among their preferred research topics in order to cover more ground. Most importantly, research and studies, as exciting and innovative as they are, must help plan sponsors lay the groundwork for action. We hope you will join us in-person (or virtually through our virtual option) for our first hybrid event in 2021 to hear and engage with experts on the latest research initiatives in the industry, and use the opportunity to conceptualize the theoretical and act on the forthcoming for your plans and participants.
If you would like to access the recordings of this event, please contact jon.ljekocevic@institutionalinvestor.com
The Defined Contribution Institute was created to serve DC plan sponsors, and we rely upon an Advisory Board of plan sponsors to help conceptualize and guide each event’s agenda. We sincerely thank this year’s Advisory Board as well as everyone who has provided — and will continue to provide — input to ensure that the topics we are addressing are current, practical, and pertinent.
Bernie Knobbe, Vice President, Global Benefits, AECOM (Chair)
Henry Levy, Treasurer - Tax Collector, Alameda County Employees’ Retirement Association
Bill Bercek, 401(k) Program Manager, Amazon
Suzanne Carroll, Director, Treasury, Amgen
Paul Visconti, Director of Retirement Programs and Investments, Avangrid
Paul Mele, Global Head of Benefits, BlackRock
Matt Adamson, Benefits, Americas, Bloomberg L.P.
Kevin Stoller, Director of Benefit Investment, Caterpillar Inc.
Lynna Soller, Benefits Manager, City of Chandler
Steven Montagna, Chief Personnel Analyst, City of Los Angeles
Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories
Anthony Tomich, Head of Pension Investments, Farmers Insurance Group
Colin Orr, Associate Director, Retirement Benefits, Genentech
Daniel Marafino, Financial Benefits Specialist – Retirement, Google
Patin Ma, Compensation Manager, Google
Michael Jabs, Lead, Pensions, Kraft Heinz Food Company
Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin
Jason Naskiewicz, Americas Investment Manager, Mars Incorporated
Debra Roberts, Chief Investment Officer, Maryland Supplemental Retirement Agency
Stephen McCaffrey, Senior Counsel for Plans, National Grid USA
Ron Shaw, Financial Wellbeing & Retirement Manager, Paychex
Jack Miller, Advisory Committee, Pension Benefit Guaranty Corporation
Carl Gagnon, Assistant Vice President, Global Retirement Programs, Unum Group
QUESTIONS?
For more information, please contact:
Jon Ljekocevic, Deputy Director, Investor Relations
+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com