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DCIIA/SPARK Public Policy Forum Speakers

Below please find an alphabetical list of speakers for the DCIIA/SPARK Public Policy Forum. Many thanks to these experts for sharing their time and insights with us. For more information please contact info@dciia.org.

Larry Adam

Market Update & Outlook

Chief Investment Officer, Raymond James

Yaqub Ahmed

Understanding How Tech is Poised to Impact the Retirement Industry (Moderator)

Co-Head of U.S. Investment-Only Businesses and Global Retirement Strategy Lead, Franklin Templeton

Rod Alcazar

DB Unitization

Senior Director, MissionSquare Retirement

Karen Biddle Andres

Comparing & Contrasting Global Fiduciary Definitions and Rules (Moderator)

Director, Impact Strategy, The Aspen Institute

Joseph Barton

Litigation Landscape

Partner, Barton & Downes LLP

Scott Brooks

Understanding How Tech is Poised to Impact the Retirement Industry

Chief Executive Officer, RealBlocks

Angela Capek

SECURE 2.0

Senior Vice President, Workplace Product, Fidelity Investments

Kristen Colvin

Opening and Closing Remarks

Managing Director, MFS Investment Management

Jamie Cummins

Direct from the Hill: Legislative Updates

Senior Tax Counsel, US Senate Committee on Finance

Michael Davis

Recent Regulatory Changes (Moderator)

Head of Global Retirement Strategy, T. Rowe Price

Mike Diedrichs

Understanding How Tech is Poised to Impact the Retirement Industry

Chief Revenue Officer, Bosonic

Dirk Dobbs

Comparing & Contrasting Global Fiduciary Definitions and Rules

Consultant, Enablise

Jaime Erickson

Pragmatic Considerations of SECURE 2.0

US and Puerto Rico Retirement Plan Director, Abbott Laboratories

Jamie Fleckner

Litigation Landscape

Partner, Goodwin Procter LLP

Brian Gilmore

Emergency Savings

Vice President, Commonwealth

Nicholas Graham

Direct from the Hill: Legislative Updates

Economic Policy Legislative Assistant, U.S. Senate

Dave Gray

Blockchain Basics and the Integration With AI

Executive Vice President, Enterprise Solutions, Empower

Mike Hadley

SECURE 2.0 (Moderator)

Partner, Davis & Harman LLP

Stephen Huppert

Comparing & Contrasting Global Fiduciary Definitions and Rules

Independent Consultant

Kendra Isaacson

Direct from the Hill: Legislative Updates (Moderator)

Principal, Mindset DC

Ali Khawar

Comparing & Contrasting Global Fiduciary Definitions and Rules

Principal Deputy Assistant Secretary, Employee Benefits Security Administration, U.S. Department of Labor

Alisha Kim

Artificial Intelligence in the Realm of Public Policy

Analytics Senior Manager, Accenture Federal Services

Pat Kinsel

Data Privacy & Sharing

Founder and Chief Executive Officer, Proof (formerly Notarize)

Marla Kreindler

Litigation Landscape (Moderator)

Partner, Morgan Lewis & Bockius

Michael Kreps

Consultants Top DC Trends to Watch (Moderator)
Closing Remarks

Principal, Groom Law Group

Andrew Levesque

SECURE 2.0

Assistant Vice President, Workplace Architecture - Wealth Solutions, Voya Financial

Rachel Levy

Recent Regulatory Changes

Associate Chief Counsel, Employee Benefits, Exempt Organizations, and Employment Tax, Office of Chief Counsel

Jim Kyung-Soo Liew

Blockchain Basics and the Integration With AI

Associate Professor of Finance, Johns Hopkins University Carey Business School

Greg Long

SECURE 2.0

Public Policy & Defined Contribution Public Sector Leader, Alight Solutions

Brendan McCafferty

Comparing & Contrasting Global Fiduciary Definitions and Rules

Chair, National Employment Savings Trust (NEST)

Lew Minsky

Day 2 Opening Remarks

President & CEO, Defined Contribution Institutional Investment Association

Helen Morrison

Recent Regulatory Changes

Benefits Tax Counsel, U.S. Department of the Treasury

David Musto

Artificial Intelligence in the Realm of Public Policy (Moderator)

Chair and Chief Executive Officer, Ascensus

Mikaylee O'Connor

Consultants Top DC Trends to Watch

Principal, Head of DC Solutions, NEPC

Naveen Parmer

Direct From the Hill: Legislative Updates

Chief Counsel to U.S Senator John Hickenlooper

Laura Pugliese

DB Unitization

Virginia Retirement System

Alberto Rossi

Machine Learning Applications in Asset Management

Hachigian Family Professor of Finance, Georgetown University McDonough School of Business

Tim Rouse

Day 1 Opening and Closing Remarks

Executive Director, The SPARK Institute

Hannah Schriner

Consultants Top DC Trends to Watch

Managing Principal, Meketa Investment Group

Aaron Tabela

Artificial Intelligence in the Realm of Public Policy

Head of Retirement Marketing, J.P. Morgan Asset Management

Jeanne Wilson

Direct From the Hill: Legislative Updates

Retirement Counsel, Committee on Education & the Workforce, U.S. House of Representatives

Mike Wise

Understanding How Tech is Poised to Impact the Retirement Industry

Head of Partnerships, Boston Blockchain Association

Brant Wong

Artificial Intelligence in the Realm of Public Policy

Head of Retirement Platforms, J.P. Morgan Asset Management

Defined Contribution Institutional Investment Association (DCIIA)

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