Speaker Presentations
Monday, February 9 - 8:15 am - 9:15 am
Speaker:
Darrell Spence, Vice President, Economist, Capital Strategy Research
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Monday, February 9 - 9:30 am - 10:30 am
The Wall Street Crisis - Safeguarding Participant Assets in a Declining Economy
Speakers:
Chris Anast, Vice President, Mesirow Financial
Stacy L. Schaus, CFP, SVP, DC Practice Leader, PIMCO
Jody Strakosch, National Director, Institutional Business, MetLife
John V. Sturiale, CFP, Managing Director, Charles Schwab Investment Management Company
Roger Williams, CFA, Managing Director, RogersCasey
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Monday, February 9 - 11:00 am - 12:00 pm
Market Turmoil - Plan Sponsor Learnings and New Ideas
Speakers:
Marina Edwards, Senior Consultant, Towers Perrin
Jaime Erickson (Co-Chair), Manager, Defined Contribution Plans, Akzo Nobel
Fran Ruderman, Senior Director, Benefits & Compensation, Leviton
Dena Zezulka, Benefits Manager, Kwik Trip
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Monday, February 9 - 3:00 pm - 3:45 pm
Track A: The Great Debate: Active vs. Passive Management
Speakers:
Matt Gnabasik, Managing Director, Blue Prairie Group
Jack McPherson, CFA, Managing Director and Co-Portfolio Manager, Eagle Asset Management
Keith Overly, Executive Director, Ohio Public Employees Deferred Compensation
Donald Stone, President, Plan Sponsor Advisors
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Monday, February 9 - 3:00 pm - 3:45 pm
Track B: Participant Access: How much is enough?
Speakers:
Jim Langenwalter, Chief Marketing and Sales Officer, Rollover Systems
Lori Lucas, CFA, Defined Contribution Practice Leader, Callan
Tina Stamato, Savings Plan Manager, Pfizer
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Monday, February 9 - 4:00 pm - 5:00 pm
Track A: The Future of Stable Value Funds
Speakers:
Mark Olsen, Consultant, Blue Prairie Group
Victoria Paradis, CFA, Managing Director-Fixed Income, J.P. Morgan
Karl Tourville, CFA, Managing Partner, Galliard Capital Management
Michael J. Wyatt, Head of Stable Asset Management, T. Rowe Price
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Monday, February 9 - 4:00 pm - 5:00 pm
Track B: Best in class participant education - Eddy Award Winners
Speakers:
Annette Grabow, Manager of Retirement Benefits, M.A. Mortenson
Dona Helle, Director, Retirement Programs, DirecTV
Joe Masterson, Senior Vice President, Chief Sales Officer, Diversified Investment Advisors
Keith Overly, Executive Director, Ohio Public Employees Deferred Compensation
Nancy Webman, Editor, Pensions & Investments
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Tuesday, February 10 - 8:15 - 9:15 am
Speaker:
John J. O'Neill, Partner, Washington, DC office, Venable LLP
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Tuesday, February 10 - 10:15 am - 11:15 am
Fee Transparency & Disclosure - Today & Tomorrow
Speakers:
Steve Dorval, CFA, Managing Director, Investment Services, NYL Retirement Plan Services
Marla Kreindler, Partner, Winston & Strawn
Scott Parker, CFA, Senior Manager, Deloitte
Tom Woodruff, Director, Retirement & Benefit Services Division, State of Connecticut
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Tuesday, February 10 - 11:30 am - 12:30 pm
The Future of Retirement Income Adequacy in America
Speakers:
Dr. Jeffrey Brown, Professor of Finance, University of Illinois
Ed Gleason, Senior Specialist – 401(k) Plan Retirement Strategy, American Airlines
John Pickett, Senior Vice President, Institutional Consulting Group, RBC Wealth Management
Rob Reiskytl, DC Consultant, Hewitt
Brent Walder, Senior Vice President, Prudential Retirement
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Tuesday, February 10 - 12:30 pm - 2:00 pm
Speaker:
Dallas Salisbury, President and CEO, Employee Benefit Research Institute
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