Investment Forum
Share |


Investment Forum

What is the Investment Forum & Membership Board Meeting?

The Investment Forum provides a venue for DC industry thought leaders to discuss and debate investments within a DC framework. Each year, topics of interest and speakers of note are included in the agenda.

The Membership Board Meeting coincides with the Investment Forum and combines our annual business meeting, where we appoint officers and committee leaders, with educational sessions led by plan sponsors and DCIIA members who are leading various projects and initiatives. One DCIIA voting Board Member and one observer are invited to attend from each member firm. We strive for 100% participation so all member organizations have representation at this important event.

Note: DCIIA reserves the right to use any photograph/video taken at any event sponsored by DCIIA, without the expressed written permission of those included within the photograph/video. DCIIA may use the photograph/video in publications or other media material produced, used or contracted by DCIIA including but not limited to: brochures, invitations, websites, etc.

January 22-23, 2018

This year the Forum will comprise 2-3 panel sessions on timely topics in the investment industry. We will have panelists (including plan sponsors) with differing points of view so that we can have a well-rounded discussion on each topic.

Add to Calendar

Please click here to add the Investment Forum & Membership Board Meeting to your calendar.

Upcoming Events



Forum and hotel registration begins – Please click here to register for the Forum.



Hotel Reservation Update:
The DCIIA room block at the W Hotel is now full. If you need hotel assistance for the W Hotel, please contact our event team at: or by phone at: 201.445.7007.



The Investment Forum and Membership Board Meeting materials are available for downloading or printing via the following link:

Click here to access forum and meeting materials 

Agenda (Combined IF/MB)
Attendee list (Combined IF/MB)
Speaker bios (Combined IF/MB)
Schedule of events/logistics
Slides: business meeting

Investment Forum:
Speaker/panel slide presentations (Note: some panels will not have slides posted)

There will be Wi-Fi available in the meeting room.



Please click here to add the Investment Forum & Membership Board Meeting to your calendar.

Registration is Open!



Meeting and Hotel Location

W Fort Lauderdale
401 North Fort Lauderdale Beach Blvd.
Fort Lauderdale, FL 33304
Phone: 1.954.414.8200

Investment Forum & Membership Board Meeting Agenda

Monday, January 22

2:00 - 3:15 pm Council of Committee Chairs Meeting - Studio 5
3:45 - 5:00 pm Ambassador Committee Meeting - Studio 5
5:00 - 6:00 pm Opening Reception - Terrace
6:00 - 7:30 pm Dinner - Courtyard

Tuesday, January 23

7:00 - 9:00 am Registration & Breakfast - Great Room Foyer
8:00 - 8:45 am Committee Meetings (Optional)
Global Committee - Studio 6
Investment Policy & Design Committee - Studio 8
Plan Administration Committee - Studio 7
Public Policy Committee - Studio 1
Retirement Income Committee - Studio 5
9:00 - 9:15 am Opening Remarks
Lori Lucas, Callan
9:15 - 10:15 am Digital Advice & Managed Accounts
Tom Conlon, Betterment for Business
Keith Kotfica, Financial Engines
Bryan Martinez, Fidelity Investments
Lavina Mehta, Bechtel Corporation
Moderator: David Blanchett, Morningstar Investment Management LLC
10:15 - 11:15 am Multi-Manager Approach
Kevin Knowles, Russell Investments
Brad Leak, Boeing
Wayne Wicker, ICMA-RC
Moderator: Katie Hockenmaier, Mercer
11:15 - 11:45 am Networking Break- Great Room Foyer
11:45 am - 12:30 pm Business Meeting
11:45 - 11:55 am Accomplishments & Future Initiatives
Lori Lucas, Callan
11:55 am - 12:10 pm DCIIA Operational Updates
Financial Overview
Chris Lyon, Rocaton Investment Advisors
Member Survey Insights
Mary Beth Glotzbach, Franklin Templeton Investments
12:10 - 12:20 pm Executive Committee Nominations & Proposed Slate
Lew Minsky, DCIIA
12:20 - 12:30 pm Incoming Chair Remarks
David Musto, Ascensus
12:30 - 12:45 pm Buffet LunchGreat Room Foyer
12:45 - 1:45 pm Working Lunch: DCIIA Updates
12:45 - 1:00 pm Research Center Background
Lew Minsky, DCIIA

Research Center Taskforce: Process, Conclusions & Decisions

Josh Dietch, T. Rowe Price
1:00 - 1:20 pm DCIIA Research Center & Plan Sponsor Survey Results
Warren Cormier, DCIIA
1:20 - 1:30 pm Setting the Stage for DCIIA Member Engagement
Lew Minsky, DCIIA
1:30 - 1:45 pm Engagement Taskforce Update & Ambassador Program Strategy
Allegra Heyligers, Wells Fargo
Kristen Colvin, MFS
Michael Wilson, Morningstar
1:45 - 2:15 pm Networking Break - Great Room Foyer
2:15 - 3:00 pm Plan Sponsor Fireside Chat
Meenu Natarajan, HP Inc.
Moderator: Lew Minsky, DCIIA
3:00 - 4:00 pm Opportunities & Challenges in Our Industry
Jennifer Flodin, Pavilion Advisory Group Inc
Beth Halberstadt, Aon Hewitt
Gretchen Tai, SECOR Asset Management, LP
Scarlett Ungurean, ABA Retirement Funds
Ron Virtue, JM Family Enterprises, Inc.
Moderator: Mikaylee O’Connor, RVK, Inc.
4:00 - 4:15 pm Closing Remarks
David Musto, Ascensus
4:15 - 5:30 pm Closing Reception - Courtyard
6:30 pm Local Dine Arounds

2018 Investment Forum & Membership Board Meeting Materials

2018 Investment Forum and Membership Board Meeting Materials

Past Investment Forum & Membership Board Meeting Materials

2017 Investment Forum Materials
2017 Membership Board Meeting Materials

2016 Investment Forum Materials
2016 Membership Board Meeting Materials