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2012 DC West Session and Keynote Presentations


MONDAY, November 5, 2012

Keynote Address:
Mark Iwry, Senior Adviser to the Secretary and Deputy Assistant Secretary (Retirement and Health Policy), U.S. Department of Treasury

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Moving beyond ‘staying the course’

- Amy Resnick, Executive Editor, Pensions & Investments

- Christopher Orndorff, Portfolio Manager, Western Asset Management Co.
- Darrell R. Spence, Senior Vice President and Economist, The Capital Group Companies
- Jerry Webman, Chief Economist, Oppenheimer Funds

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Investing in your Employees – strategies to promote retirement preparedness

- Scott Faris, Senior Consultant, Hyas Group LLC

- Dimitra (Demi) Hannon, Director, Well-Being and Retirement Strategy, The Boeing Company
- Sonja Kellen, Group Manager, Global Retirement Benefits, Microsoft Corporation
- Guen A. Toste, Vice President, Senior Relationship Manager, T. Rowe Price Retirement Plan Services, Inc.

War Gaming Your Target Date Fund: What if?

- Kevin Cress, Senior Consultant, NEPC, LLC

- Julia Durand, Director, CalSTRS
- David Gluch, Client Portfolio Manager, Global Asset Allocation, Invesco
- Phil Murphy, VP, Defined Contribution, S&P Indices
- Rick A Wurster, Asset Allocation Portfolio Manager, Wellington Management Company, LLP

Life cycle of a 401(k) Plan

- Toni Brown, Director of US Client Consulting, Mercer

- Amy Chang, Senior Benefits Analyst-Financial Benefits, Google
- Seth Masters, Chief Investment Officer, AllianceBernstein Defined Contribution Investments
- David Musto, Managing Director and Chief Executive Officer, J.P. Morgan Retirement Plan Services
- Stacy Schaus, Executive Vice President, DC Practice Leader, PIMCO

How to handle stable value

- D. Scott Dunbar, Managing Director - Advisory Services, Arnerich Massena, Inc.

- Gay Lynn Bath, Deferred Compensation Manager, Oregon Savings Growth Plan
- Chris Lyon, Partner, Head of Defined Contribution Research, Rocaton Investment Advisor
- Matthew Rauseo, Vice President, US and Canada DC Investment Strategy, BlackRock
- John G. Panagakis, Senior Managing Director, Head of Asset Management Business Development, TIAA-CREF Asset Management

Fee litigation: past, present and future: What can we learn from ERISA litigation?

- Azeez Hayne, Partner, Morgan, Lewis & Bockius LLP

- Bradford P. Campbell, Counsel, Drinker Biddle & Reath LLP
- James Fleckner, Partner, Goodwin Procter LLP
- Laura Gaynor , Vice President, Diversified
- Lori Lucas, Defined Contribution Practice Leader, Callan Associates

Changing the ways you measure the success of your plan

- Jennifer Flodin, Managing Partner, Plan Sponsor Advisors

- Steve Deschenes, Senior Manager, Defined Contribution, Capital Group Institutional Investment Services
- Barbara Kontje is the Director of Global Retirement and Smart Saving, American Express

- Linda Robertson, Senior Financial Planner, Financial Finesse Inc.
- Phillip White, Director, Racker Rewards, Rackspace Hosting

From in-house to outsourcing: How best to oversee your plan’s investment options

- Martha Spano, Principal, Senior investment Consultant, Buck Global Investment Advisors

-Martha A. Donovan, Vice President and Senior Portfolio Strategist, State Street Global Advisors
- Russell Shurtz, Senior Attorney, BP America Inc.
- Gretchen Tai, Director of Investments, Hewett-Packard Company

TUESDAY, November 6, 2012

Keynote Address:
Dallas Salisbury, President and CEO, Employee Benefit Research Institute

Asking Hard Questions about Retirement Income Products

- Martha L. Tejera, Principal, Tejera & Associates

- Eric Levy, Senior Vice President, Head of Product and Solutions Management, Lincoln Retirement Plan Services
- Marc Pester, Senior Vice President, Prudential Retirement

- Alan Movson, Director of Compensation, Benefits and HRIT, Granite Construction Inc.

Changes ahead: What thought leaders predict will be some of the new investment approaches to DC plans

- David Blanchett, Head of Retirement Research, Morningstar Investment Management

- L. Wayne Adams, Director-Investments, AT&T
- Kevin T. Hanney
, Director, Non-US Pensions & Savings Plans, United Technologies

- Joshua Newmister, Global Retirement Program Manager, Symantec Corporation

Keynote Address:
James M. Delaplane Jr., Principal - Government Relations,
Vanguard Group

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