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Defined Contribution Institute - Half Moon Bay 2022

Sep 13th - Sep 14th 2022
The Ritz-Carlton
Half Moon Bay, CA (San Francisco)
About

Coming Soon. 

Agenda

Coming Soon. 

View the 2021 Agenda 

Plan Sponsor Registration


 

 


Registration

Contact
Assistant

2021 Advisory Board

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 BenefitsAECOM (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, AmericasBloomberg L.P.

Kevin Stoller, Director of Benefit Investment, Caterpillar Inc.

Lynna Soller, Benefits Manager, City of Chandler

Steven Montagna, Chief Personnel AnalystCity of Los Angeles

Johnny Liang, Senior Director, Compensation & Benefits, Dolby Laboratories

Anthony Tomich, Head of Pension InvestmentsFarmers Insurance Group

Colin Orr, Associate Director, Retirement BenefitsGenentech

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 OfficerMaryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for PlansNational Grid USA

Ron Shaw, Financial Wellbeing & Retirement ManagerPaychex

Jack Miller, Advisory Committee, Pension Benefit Guaranty Corporation 

Carl Gagnon, Assistant Vice President, Global Retirement ProgramsUnum Group

About the DC Institute
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The Defined Contribution Institute is a private membership organization for the nation’s DC plan sponsors as well as supporting members from the industry’s leading asset management firms, providers, and consultants. Members and supporting members come together for meetings which foster idea exchange and the achievement of common goals. The environment at these events is collegial, collaborative and confidential in accordance with Chatham House Rules. Built by plan sponsors for plan sponsors, the agenda for each DC Institute meeting draws heavily on an incomparable well of industry insight contributed by our plan sponsor and expert attendees. Each program addresses the issues most relevant to the nation’s plans.

Become a Suppoting Member

 

Venue

The Ritz-Carlton

1 Miramontes Point Road
Half Moon Bay, California 94019 United States
+1 650 712 7000

Set atop a bluff overlooking the Pacific Ocean, the Ritz-Carlton, Half Moon Bay offers an impressive setting for meetings, conferences and retreats. Within easy reach of San Francisco and Silicon Valley, our Northern California resort offers more than dynamic event spaces. Here, planners will find a conference setting that offers flexibility and modern technology, as well as opportunities for team-building, fine dining and recreation.

Contact

QUESTIONS?

For more information, please contact:

Jon Ljekocevic, Deputy Director, Investor Relations

+1 212 224 3479
jon.ljekocevic@institutionalinvestor.com  

 

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