June Agenda

We’re thrilled to reveal the schedule of events for our June Public Policy Series which is presented on Eastern Standard Time.

Public Policy Event Series

Wednesday, June 23, 2021

10:30 am Networking Opens in Exhibit Hall

11:00 am – 11:10 am Opening Comments

Kevin Collins, T. Rowe Price

11:10 am – 12:00 pm Views from the Founders of the World’s DC Systems

John Mitchem, JM3 Projects (moderator)
The Honourable Nick Sherry, Sherry and Associates International
Helen Dean, NEST Corporation

12:03 pm – 12:50 pm O’ Canada: Everything You Wanted to Know About Canadian DC Plans But Were Afraid to Ask

Neil Lloyd, Mercer (moderator)
Kathryn Bush, Blakes
Brent Godson, Co-operative Superannuation Society Pension Plan
Derek Dobson, CAAT Pension Plan

12:50 pm – 1:05 pm Break with exhibitors

1:05 pm – 1:55 pm Who’s the Fiduciary?

Michael Kreps, Groom Law Group (moderator)
George Turpie, Canada Life Assurance Company
Anthony Serhan, Pendal Group

1:55 pm – 2:00 pm Emcee Closing Comments

Tim Rouse, SPARK Institute

2:15 pm – 3:15 pm Networking Event (Via Zoom)

Exploring Mindfulness and Resilience – Sponsored by SS&C

Thursday, June 24, 2021

10:30 am Networking Opens in Exhibit Hall

11:00 am – 11:10 am Opening Comments

Greg Long, Alight Solutions (emcee)

11:10 am – 12:00 pm DC Saving in Europe – Guarantees vs. Glidepaths

Jorik van Zanden, Utrecht University (moderator)
Simon Colboc, CMI Strategies
Bernard Delbecque, European Fund and Asset Management Association (EFAMA)
Arnaud Schwebel, BNP Paribas Asset Management

12:03 pm – 12:50 pm How in the World Should We Address Retirement Income?

Bruce Ashton, Drinker Biddle & Reath LLP (moderator)
Jacki Ellis, Aware Super
Mark Foley, TIAA
Mark Thompson, Consultant

12:50 pm – 1:05 pm Break with exhibitors

1:05 pm – 1:55 pm Workplace of the Future & Globalization of DC Plans

Warren Cormier, DCIIA Retirement Research Center (moderator)
Catherine Collinson, Transamerica Institute
Kshipra Thareja, KPMG
Ashra Jackson, KPMG

1:55 pm – 2:00 pm Emcee Closing Comments

Friday, June 25, 2021

10:30 am Networking Opens in Exhibit Hall

11:00 am – 11:10 am Opening Comments

Aron Szapiro, Morningstar, Inc. (emcee)

11:10 am – 12:00 pm What Will Drive the DC Systems of the Future?

Lisa Massena, Massena Associates, LLC (moderator)
Ziga Vizintin, Pokojninska družba A, Inc.
Mary Morris, Commonwealth of Virginia
Judy Nelson, TCS

12:03 pm – 12:50 pm Global ESG Regulations

Judy Mares, Mares Financial Consulting, LLC (moderator)
Nathalie Dogniez, PwC Luxembourg
Bob Collie, Collie ESG
Anna Driggs, Investment Company Institute

12:50 pm – 1:05 pm Break with exhibitors

1:05 pm – 1:55 pm Key Note: China

Preston Rutledge, Rutledge Policy Group (moderator)

1:55 pm – 2:050 pm Emcee Closing Comments/Public Policy Series Wrap-up