News & Press: DCIIA News

Innovation Forum and Membership Meeting at PIMCO

Thursday, January 24, 2019   (0 Comments)
Posted by: Karen Witham
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Our Innovation Forum speaker and topic lineup included:

Welcome Remarks

  • Bill Ryan, Partner, Aon
  • Thomas Otterbein, Head of Institutional Client Management, Americas, PIMCO
  • Rick Fulford, EVP US Retirement, PIMCO

Artificial Intelligence: How Much of a Disruptor Could It Be?

  • Sabrina Bailey, Director of Digital Investment Advice, Northern Trust
  • Carla Dearing, CEO, Sum 180/Rapid Growth Consultants
  • Stephen Ulian, Managing Director, Bank of America Merrill Lynch
  • Moderator: Amy Walls, Senior Vice President, Thought Leadership, Fidelity

Considerations Around ESG Implementation

  • Chris Jarmush, SVP Defined Contribution, Gallagher
  • Daniel Ingram, Vice President, Responsible Investment Research & Consulting, Wilshire
  • Ed Farrington, Executive Vice President, Natixis
  • Moderator: Michelle Rappa, Managing Director, Neuberger Berman

Litigation/Innovation Study
Warren Cormier, Executive Director, DCIIA Retirement Research Center

Blockchain Technology: What Does It All Mean?

  • Shyam Nagarajan, Director, FSS Market Development, IBM Blockchain Labs
  • Allan Tomkinson, Enterprise Software Architect, Lincoln Financial Group
  • Michael Barry, President, O3 Plan Advisory Services
  • Moderator: Jerry Yen, VP, Strategic Partnerships, Guided Choice

Who’s Being Left Behind in Retirement Savings?

  • Neil Lloyd, Head of US DC & Financial Wellness Research, Mercer
  • Jim Mahaney, Thought Leadership Practice Leader, Prudential
  • Steve Sapra, Executive Vice President, Client Solutions & Analytics, PIMCO
  • Moderator: Elizabeth Kelly, SVP of Operations, United Income

Keynote Speaker
Lesley Slaton Brown, Chief Diversity Officer, HP

Closing Remarks
Eileen Kwei, Managing Director, Artisan Partners Limited Partnership

Many thanks to all of our fantastic speakers!