Defined Contribution Institute - Chicago

Apr 1st - Apr 2nd 2020
Four Seasons Hotel
Chicago
About

What's Past is Prologue: Retrospection on the Last 30 Years, Contemplation on the Next 30

Welcome to the Defined Contribution Institute’s 30th Anniversary

The 2020 Defined Contribution Institute - Chicago event marks the Institute’s 30th anniversary.  To celebrate, the agenda will focus on the past, present and future of the defined contribution industry. We will gather DC plan sponsors to reflect on past successes and failures to chart the way forward on a wide variety of emerging topics, from implementing the retirement income solution of the future to designing personal and customized experiences for participants to evolving DC into a holistic financial wellness package. We will feature expert speakers, plan sponsor-led panels, case study-centered workshops and discussion tables to help these trends of the future materialize. Unlike other conferences in the field, the DCI Chicago event will be intimate, free of overt marketing, and with no topics off-limit as we ponder on, debate over and actively shape DC for the next 30 years.

Agenda

2020 Agenda Coming Soon

View the 2019 Agenda

2020 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.

Tracy Brewer, Total Rewards Manager – Retirement Plans, Accenture

Bernie Knobbe, Vice President, Global Benefits, AECOM

Margaret Flynn, Pension & Post Retirement Investment Manager, American Water Works Company

Suzanne Carroll, Director, Treasury, Amgen

David Lewis, Director & Assistant Treasurer, Ann & Robert H. Lurie Children’s Hospital of Chicago

Paul Mele, Global Head of Benefits, BlackRock

Jamey Sharpe, Executive Director & Chief Investment Executive, BlueCross BlueShield Association

Sandy Blair, Director, CalSTRS

Anthony Tomich, Head of Pension Investments, Farmers Insurance Group

Colin Orr, Associate Director, Retirement Benefits, Genentech

Charles DeSantis, Associate Vice President and Chief Benefits Officer, Georgetown University

Terence Chan, Benefits, Finance & Analytics, Google

Patin Ma, Compensation Manager, Google

Edward Adams, Director – Global Defined Contribution Plans, IBM

Debra Roberts, Director of Finance, Maryland Supplemental Retirement Agency

Stephen McCaffrey, Senior Counsel for Plans, National Grid USA

Sue Rutherford, Retirement Plans Manager, Northwestern University

Joanne Arneal, Director, MD Benefits, The Permanente Medical Group

Thomas Foster, Director, Pension & Trust Investments, Pinnacle West Capital Corporation

Laura Booth, SVP, Total Rewards & People Insights, Tapestry | Coach, Kate Spade, Stuart Weitzman

Craig Daniels, Director, Traditional Investments, Trinity Health

Carl Gagnon, Assistant Vice President, Global Retirement Programs, Unum Group

Register


Only qualified defined contribution plan sponsors may register to attend this meeting, but there is no registration fee to attend for those who are qualified. If you are interested in learning more about our membership, please contact Madeline Heckman.


Registration

Contact
Assistant
Privacy

I’d like to receive exclusive news, content and offers from Institutional Investor and other Euromoney group company products and services by:

You can unsubscribe at any time by clicking the “unsubscribe” link at the bottom of the communications. You can also visit our preference centre.

Privacy Notice | Terms & Conditions

About DC Institute
DC Institute

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.

Venue

Four Seasons Hotel

120 East Delaware Place
Chicago, IL 60611
+1 312 280 8800
www.fourseasons.com/chicagofs/

Located steps from the Magnificent Mile and North Michigan Avenue's best shopping — and just minutes from Chicago's business and financial centres. The Chicago Hotel's unrivalled guest-room views of Lake Michigan and the city skyline will leave you breathless.

Contact

QUESTIONS?

For more information, please contact:

Madeline Heckman

+1 212 224 3640
madeline.heckman@institutionalinvestor.com

Related Events

June 2 - 3, 2020

Defined Contribution Roundtable

Apella
New York

Learn more

 

September 15 - 16, 2020

Defined Contribution Institute - Half Moon Bay

The Ritz-Carlton
Half Moon Bay (San Francisco)

Learn more

 

 

October 20 - 21, 2020

Defined Contribution Institute - Washington, D.C.

Park Hyatt
Washington, D.C.

Learn more