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Monday, April 29
 

12:00pm EDT

Registration
Monday April 29, 2024 12:00pm - 6:00pm EDT
Jacaranda Foyer East
  Registration

2:00pm EDT

Board of Directors Meeting
Monday April 29, 2024 2:00pm - 4:00pm EDT
Violet Wisteria
  Meetings

4:15pm EDT

Plan Sponsor Round Table
Meeting is limited to SVIA's plan sponsor members.
Monday April 29, 2024 4:15pm - 5:15pm EDT
Jacaranda Ballroom CD
  Meetings

5:00pm EDT

Welcome Meeting for New Attendees
Open to all new attendees, come join the members of the Diversity, Equity, and Inclusion Committee for a welcome discussion where you'll have the opportunity to ask them anything about the stable value industry and membership in SVIA.
Monday April 29, 2024 5:00pm - 5:30pm EDT
Violet Wisteria
  Meetings

5:30pm EDT

Welcome Reception for First Time Attendees
Following the new attendee meeting, join us for a more casual reception where we'll meet with our host volunteers.
Monday April 29, 2024 5:30pm - 6:00pm EDT
Spartina Court
  Reception

6:00pm EDT

Welcome Reception
Monday April 29, 2024 6:00pm - 7:00pm EDT
Spartina Court
  Reception

7:00pm EDT

Dinner at your leisure
Monday April 29, 2024 7:00pm - 11:00pm EDT
  Breaks/Meals
 
Tuesday, April 30
 

7:00am EDT

Breakfast
Tuesday April 30, 2024 7:00am - 9:00am EDT
Jacaranda Terrace
  Breaks/Meals

7:00am EDT

Registration
Tuesday April 30, 2024 7:00am - 12:00pm EDT
Jacaranda Foyer East
  Registration

9:00am EDT

Opening Remarks
Speakers
avatar for Lacey Lockward

Lacey Lockward

Head of Stable Value, Prudential Financial
Lacey is vice president and head of Stable Value within Prudential Retirement Strategies, a business unit of Prudential Financial, Inc. (NYSE: PRU).In her role, Lacey leads the cross-functional team responsible for new business, existing business, product development, risk management... Read More →
avatar for Zach Gieske

Zach Gieske

President, SVIA
Zach Gieske is President of the Stable Value Investment Association (SVIA). SVIA is a non-profit trade association dedicated to educating retirement plan sponsors, policymakers, and the public about the importance of saving for retirement and the contribution stable value can make... Read More →

Tuesday April 30, 2024 9:00am - 9:15am EDT
Jacaranda Ballroom AB
  General Session

9:15am EDT

Stable Value Trends & Conference Overview
This session will feature a panel of stable value managers and issuers discussing trends and concerns within the industry.
Introduction
avatar for Bryan White

Bryan White

Manager, Pension Investments, Raytheon Technologies Corporation
Bryan White, CFA is a member of the RTX Corporation Pension Investments team, with oversight of $43B in defined benefit and $50B in defined contribution assets.  He is responsible for the Plan’s public and private fixed income strategies as well as RTX’s $11B stable value fund.Mr... Read More →

Speakers
avatar for Alex Godin

Alex Godin

Client Portfolio Manager, Goldman Sachs Asset Management
Alex is a Vice President and Stable Value Client Portfolio Manager at Goldman Sachs Asset Management, responsible for developing and communicating overall stable value portfolio strategy to help clients meet their investment objectives. He has primary coverage responsibilities for... Read More →
avatar for Claudia Farias

Claudia Farias

Vice President, State Street Corporation
Claudia Farias serves as a Vice President, functioning as an account manager and product consultant at State Street Corporation in the Global Credit Finance division. With two decades of experience at the Bank, Claudia's expertise spans business development, relationship management... Read More →
avatar for Anthony Camp

Anthony Camp

Vice President, Institutional Clients, Voya Financial
Tony Camp, Director, Preservation of Capital Sales and Relationship Management, ha over 40 years of experience in the Pension Industry working with Defined Benefit and Defined Contribution Plans and Insurance Products. His responsibilities include all aspects of stable value product... Read More →
avatar for Justin Goldstein

Justin Goldstein

Executive Director, JPMorgan
Justin Goldstein, executive director, is a member of JPMorgan’s Global Fixed Income, Currency & Commodities (GFICC) group. Based in New York, Justin is an investment specialist focusing on stable value and defined contribution solutions. In addition to client portfolio management... Read More →

Tuesday April 30, 2024 9:15am - 10:00am EDT
Jacaranda Ballroom AB
  General Session

10:00am EDT

Participant Accumulation vs. Decumulation: The Retirement Tier
Retirement Tier – Why?  What?  How?  Where does stable value fit?
Introduction
avatar for Nick Gage

Nick Gage

Senior Principal, Galliard Capital Management
As a Senior Director and Head of Stable Value Separate Account Strategy at Galliard Capital Management, Nick oversees the design, implementation, and management of customized stable value investment solutions to meet the unique needs of Galliard’s institutional clients. In this... Read More →

Speakers
avatar for Will Moreton

Will Moreton

Principal, Mercer
Will Moreton is a Principal within Mercer’s wealth practice located in Boston. He has over ten years of investment experience at Mercer, with a focus in supporting large defined contribution plan sponsors. In his current role, Will serves as a consultant and relationship manager... Read More →
avatar for Scarlett Ungurean

Scarlett Ungurean

Executive Director, ABA Retirement Funds
Scarlett Ungurean is the Executive Director of the ABA Retirement Funds, which is a Program  that operates as a not-for-profit and provides unique, competitive 401(k) plans to law firms of  all sizes, and the legal community. For more than 15 years, she has had responsibility for... Read More →

Tuesday April 30, 2024 10:00am - 11:00am EDT
Jacaranda Ballroom AB
  General Session

11:00am EDT

529 History & Opportunities: The Role of Stable Value
Explore how stable value investments have been used in 529 plans over time and discover new ways to improve educational savings plans.
Introduction
avatar for Shalonda Green

Shalonda Green

Transamerica
Shalonda Green is a member of Transamerica’s Stable Value team where she facilitates contract negotiations, sales support, client service, market research, internal communications, resource coordination and project management. During her 24 year tenure at Transamerica, she has held... Read More →

Speakers
avatar for Michael Swink

Michael Swink

Investment Director, Virginia529-ABLEnow
Michael Swink, CFA, CPA joined Virginia529-ABLEnow in June 2009 and leads the investment group, which includes both research and analysis and operations divisions. During his fifteen year tenure with the Agency Mr. Swink has held positions of increasing responsibility within the finance... Read More →
avatar for Jessica Cole

Jessica Cole

Head of Stable Value Wrap Contract Management, Invesco
Jessica Cole is the head of stable value wrap contract management and is a member of the stable value management team at Invesco.  Since 2017, Jessica has been responsible for negotiating and implementing wrap contract terms, managing wrap issuer relationships and leading the wrap... Read More →
avatar for Paul Curley

Paul Curley

Director, 529 & ABLE Solutions, ISS Market Intelligence
Paul Curley, CFA, joined ISS Market Intelligence (formerly Strategic Insight and Financial Research Corporation) as a research analyst in 2008 and currently oversees 529 plan and ABLE market data, research, events and media products and services for institutional clients. He is the... Read More →

Tuesday April 30, 2024 11:00am - 12:00pm EDT
Jacaranda Ballroom AB
  General Session

6:00pm EDT

Reception
Tuesday April 30, 2024 6:00pm - 7:00pm EDT
Jacaranda Terrace
  Reception

7:00pm EDT

Dinner at your leisure
Tuesday April 30, 2024 7:00pm - 11:00pm EDT
  Breaks/Meals

9:00pm EDT

Transamerica Lounge
Tuesday April 30, 2024 9:00pm - Wednesday May 1, 2024 1:00am EDT
Acacia Foyer + Terrace
  Reception
 
Wednesday, May 1
 

7:00am EDT

Breakfast
Wednesday May 1, 2024 7:00am - 9:00am EDT
Jacaranda Terrace
  Breaks/Meals

7:00am EDT

Registration
Wednesday May 1, 2024 7:00am - 12:00pm EDT
Jacaranda Foyer East
  Registration

9:00am EDT

Macro and Fixed Income Market Outlook
Gain clarity amidst economic and market volatility as we take a comprehensive look at the investment landscape. Uncover key trends, challenges, and opportunities shaping policy and fixed income markets. From election implications, geopolitical conditions, interest rate fluctuations to credit risk considerations, this session will equip you with the knowledge and tools needed to navigate the complexities of the current landscape.

Introduction
avatar for Ben Soltsov

Ben Soltsov

Vice President and Stable Value Portfolio Manager, Goldman Sachs Asset Management
Ben is a Vice President and Stable Value Portfolio Manager at GSAM, responsible for construction and management of stable value portfolios. He is tasked with being the Stable Value Strategy Lead for the business, providing oversight for the stable value and wrapped fixed income platform... Read More →

Speakers
avatar for John Tousley

John Tousley

Asset and Wealth Management Strategic Advisory Solutions, Goldman Sachs Asset Management
John Tousley, CFA, is a managing director in the Client Solutions Group within Goldman Sachs Asset Management, serving as global head of the Market Strategy team in Strategic Advisory Solutions. In his role, he focuses on global capital markets research, macro strategy, and implementation... Read More →

05.01@0900 pdf
Wednesday May 1, 2024 9:00am - 10:00am EDT
Jacaranda Ballroom AB
  General Session

10:00am EDT

The History of Qualified Default Investment Alternatives & Future Outlook
This session will explore the regulatory changes around qualified default investment alternatives throughout the years, and how they might evolve in the future.
Introduction
avatar for Karen Chong-Wulff

Karen Chong-Wulff

Acting Chief Investment Officer, MissionSquare Retirement
Karen Chong-Wulff, CFA®, CAIA® – Acting Chief Investment OfficerKaren leads MissionSquare Retirement's Investments Department, which is responsible for investment management, due diligence, risk management, and contract negotiations to include 40+ investment funds utilizing subadvisors/underlying... Read More →

Speakers
avatar for Keith Mancini

Keith Mancini

Vice President, Government Affairs, Empower
Keith Mancini is Vice President of Government Affairs for Empower. In his role, he monitors state and federal legislation and regulation that is relevant to internal and external stakeholders of Empower. He also represents the organization in advocacy groups.Keith joined the firm... Read More →
avatar for Aliya Robinson

Aliya Robinson

Managing Legal Counsel, T. Rowe Price
Aliya Robinson is Managing Legal Counsel, Legislative and Regulatory Affairs for T. Rowe Price. In this role, she leads the Legislative and Regulatory Affairs team’s work on all retirement-related public policy issues, which includes highlighting emerging retirement and compensation... Read More →
avatar for Angela Montez

Angela Montez

Angela Montez serves as MissionSquare Retirement’s Senior Vice President, Chief Legal, Corporate & Government Affairs Officer. In this capacity, she oversees MissionSquare’s Legal, Compliance, Enterprise Risk Management and Government Affairs Departments, as well as the MissionSquare... Read More →

Wednesday May 1, 2024 10:00am - 11:00am EDT
Jacaranda Ballroom AB
  General Session

11:00am EDT

Understanding Participant Cash Flows Post-Pandemic
Explore the impact of the pandemic on participant cash flows and retirement savings behaviors. Gain valuable insights into shifting patterns of contribution, withdrawal, and portfolio management strategies in the wake of global disruption.
Introduction
avatar for Lacey Lockward

Lacey Lockward

Head of Stable Value, Prudential Financial
Lacey is vice president and head of Stable Value within Prudential Retirement Strategies, a business unit of Prudential Financial, Inc. (NYSE: PRU).In her role, Lacey leads the cross-functional team responsible for new business, existing business, product development, risk management... Read More →

Speakers
avatar for Pamela Hess

Pamela Hess

Executive Director, DCIIA
Pam Hess is the Executive Director at the DCIIA Retirement Research Center. Previously, she was with Aon Hewitt and served as their Director of Retirement Research for a number of years. In that role, Pam created and directed the retirement research efforts and was broadly quoted... Read More →
avatar for Emily Hylton

Emily Hylton

Senior Vice President, Callan
Emily Hylton, CFA, is a senior vice president in Callan’s Atlanta consulting office. Her responsibilities include client service, investment manager reviews, risk reviews and glidepath construction, investment policy construction, performance measurement, research and continuing... Read More →
avatar for Lew Minsky

Lew Minsky

President and Chief Executive Officer, DCIIA
Lew Minsky is the President and Chief Executive Officer of the Defined Contribution Institutional Investment Association (DCIIA), a non-profit organization dedicated to enhancing retirement security of America's workers. Lew is a recognized thought leader on retirement plan issues... Read More →

Wednesday May 1, 2024 11:00am - 12:00pm EDT
Jacaranda Ballroom AB
  General Session

12:00pm EDT

Closing Remarks
Speakers
avatar for Ben Soltsov

Ben Soltsov

Vice President and Stable Value Portfolio Manager, Goldman Sachs Asset Management
Ben is a Vice President and Stable Value Portfolio Manager at GSAM, responsible for construction and management of stable value portfolios. He is tasked with being the Stable Value Strategy Lead for the business, providing oversight for the stable value and wrapped fixed income platform... Read More →
avatar for Zach Gieske

Zach Gieske

President, SVIA
Zach Gieske is President of the Stable Value Investment Association (SVIA). SVIA is a non-profit trade association dedicated to educating retirement plan sponsors, policymakers, and the public about the importance of saving for retirement and the contribution stable value can make... Read More →

Wednesday May 1, 2024 12:00pm - 12:15pm EDT
Jacaranda Ballroom AB
  General Session
 
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Acacia Foyer + Terrace
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Spartina Court
Violet Wisteria
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