Return to Pensions & Investments

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


There are no slides associated with this presentation


Moving beyond ‘staying the course’

Moderator:
- Amy Resnick, Executive Editor, Pensions & Investments

Panelists:
- 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

There are no slides associated with this presentation
Investing in your Employees – strategies to promote retirement preparedness

Moderator:
- Scott Faris, Senior Consultant, Hyas Group LLC

Panelists:
- 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?

Moderator:
- Kevin Cress, Senior Consultant, NEPC, LLC

Panelists:
- 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

Moderator:
- Toni Brown, Director of US Client Consulting, Mercer

Panelists:
- 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

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

Panelists:
- 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?

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

Panelists:
- 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

Moderator:
- Jennifer Flodin, Managing Partner, Plan Sponsor Advisors

Panelists:
- 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

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

Panelists:
-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

Moderator:
- Martha L. Tejera, Principal, Tejera & Associates

Panelists:
- 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

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

Panelists:
- 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


Diamond Sponsors Platinum Sponsors Gold Sponsors