| Date & Time
|
Session |
Speakers |
| Tuesday, October 15
|
noon to 7:00 p.m.
Ballroom Foyer
|
Registration |
|
12:30 to 2:00 p.m.
Ballroom Salon I & II
|
Buffet Lunch Available |
|
1:00 to 1:15 p.m.
Ballroom Salon I & II
|
Opening Remarks |
Eric Kirsch,
Managing Director, Deutsche Asset Management
& Chairman, SVIA;
Gina Mitchell,
President, SVIA |
1:15 to 2:00 p.m.
Ballroom Salon I & II
|
From the Belly of the Snake: How
Are Plan Sponsors Handling the Demographic Wave of the Baby
Boom Generation's Retirement in Their 401(k) Plans?
This roundtable will discuss the
changes and challenges of retirees who stay in the defined
contribution plan. |
Mark Devine,
Senior Vice President, Fixed Income & Savings Plans, AT&T;
Ralph Egizi,
Director, Benefits & Finance, Eastman
Chemical;
R. Charles Tschampion,
Managing Director, Investment Strategies and Asset
Allocation, and Managing Director, Defined Contribution Plans,
General Motors Investment Management Corporation;
Gina Mitchell,
President, SVIA (Moderator) |
2:00 to 2:45 p.m.
Ballroom Salon I & II
|
Moving from Asset Accumulation to Retirement
Income
This session will not only
look at 401(k) cash flows for active participants and retirees
but provide a forecast of things to come such as the
demographic wave of baby boomer retirements and how
participants will react to continued uncertainty in the
financial markets. |
Lori Lucas,
Defined Contribution Consultant, Hewitt Associates;
Kim McCarrel,
Relationship Manager,
INVESCO Institutional (Moderator)
|
2:45 to 3:45 p.m.
Ballroom Salon I & II
|
Making Retirement Income the Ultimate
Survivor: A Look at the Critical Issues for Investing in
Retirement.
This session will
discuss investment horizons, asset allocation, inflation,
changing tax rates and the role of Stable Value Funds for
individuals when they change from saving for retirement to
being in retirement. |
Moshe Arye Milevsky,
Associate Professor of Finance, Schulich School of
Business, York University;
Wayne Gates,
General Director, John Hancock Financial Services
(Moderator)
|
3:45 to 4:00 p.m.
Ballroom Foyer
|
Break |
|
4:00 to 4:45 p.m.
Ballroom Salon I & II
|
An Economic Outlook
Is the U.S. economy like the weather in Aruba,
with long summers and winters? This session will examine
the analogy and more importantly, shed light as to when the
summer of our economic rebound will begin. |
David P. Kelly,
Senior Vice President and Economic Advisor, Putnam
Investments;
John Milberg,
Senior Vice President, Pacific Life Insurance Company (Moderator)
|
4:45 to 5:30 p.m.
Ballroom Salon I & II
|
Changes in Rating Criteria and Processes in Light of the Corporate Defaults
This session will
discuss these changes with special emphasis on issuers
and assets held by Stable Value Funds. |
Robert Grossman,
Group Managing Director and Chief Credit Officer, Fitch Ratings;
Chris Mahoney,
Senior Managing Director, Financial Institutions / Sovereigns / Credit Policy, Moody's Investors Service;
Klaus O. Shigley,
Vice President, Guaranteed and Structured Financial Products, John Hancock Financial Services (Moderator)
|
5:30 to 6:30 p.m.
Stair Case Ballroom Level
|
Walking Tours |
|
|
|
The White House Un-Tour
Can't take the official public tour of the White House? Don't
despair! You needn't miss out.
Come along on this hour walk around 1600 Pennsylvania Avenue. For instance, you'll
actually "become" one of our 43 presidents and have to own up
to the changes, good or bad, you made to the Executive Mansion.
Maybe you'll be the president responsible for bringing electricity to the
White House. Or maybe for adding the West Wing.
Wait a minute, did you add a bowling
alley? |
|
|
|
The Most Haunted Houses
"I know not how it was but, with the first glimpse
of the building, a sense of insufferable gloom pervaded my spirit," wrote
Edgar Allan Poe, describing the home of Roderick Usher.
Imagine the observations Mr. Poe might have penned about the homes encountered
on this walk and their various owners.
Some, like the fictional house of Usher, have disappeared into the fissures of
history, yet their spirits remain.
Others still stand as reminders of the often harrowing events that transpired
within. Dolley Madison, navy hero Stephen Decatur, man of letters Henry Adams
and his wife Clover - these are only a few of the famous Washingtonians whose
homes have tales to tell.
You'll end this walk standing inside the house which, after the White House,
is considered the most haunted home in the city: The Octagon House.
As you move from room to room, no doubt you'll agree, to quote Mr. Poe,
that "evil things, in robes of sorrow, assailed the monarch's high
estate." |
|
6:30 to 8:30 p.m.
Ballroom Salon III A
|
Reception at the Ritz
What could be better than kicking off SVIA's Forum than an opening
reception at the Ritz? Come to the reception to find out what "putting on the
Ritz" means! |
|
| Wednesday, October 16
|
7:30 a.m. to 5:30 p.m.
Ballroom Foyer
|
Registration |
|
7:30 a.m. to 9:30 a.m.
Ballroom Foyer
|
Continental Breakfast |
|
|
7:30 to 8:15 a.m.
|
Informal Conncurrent Roundtables
(Continental Breakfast in Each Room) |
|
|
Plaza I
|
529 Plans |
Facilitators:
Chris Joly,
Director, Stable Value Accounts, AEGON;
Eric Judge,
Director, Travelers Life and Annuity
|
|
Plaza II
|
MTNs |
Facilitators:
Joseph Celentano,
Vice President, Structured Products, Institutional
Products Division, Pacific Life Insurance Company;
Ron McHugh,
Vice President, John Hancock Financial Services
|
|
Roosevelt
|
Wraps |
Facilitators:
Jim McDevitt,
Senior Vice President, State Street Bank and Trust;
Chris Tobe,
Pension & Savings AEGON
|
|
Washington
|
Performance Measurement |
Facilitators:
Paul Donahue,
Counsel, Product Initiatives, INVESCO Institutional;
Victoria Paradis,
Vice President, JPMorgan Fleming Asset Management
|
8:30 to 9:15 a.m.
Ballroom I & II
|
How Does An Individual Investor See Stable Value? An Analyst's View |
John Rekenthaler,
President, Online Advice, Morningstar Associates;
Eric Kirsch,
Managing Director, Deutsche Asset Management, Chairman, SVIA (Moderator)
|
9:15 to 9:45 a.m.
Ballroom I & II
|
Stable Value Mutual Funds: An Update on a Well-Known Investment Option in a New Platform, IRA Mutual Funds |
John Axtell,
Managing Director, Deutsche Asset Management;
Daryl Dennis,
Vice President, Fixed Income, ICMA Retirement Corporation;
Eric Kirsch,
Managing Director, Deutsche Asset Management, Chairman, SVIA (Moderator)
|
9:45 to 10:20 a.m.
Ballroom I & II
|
Determining Stable Value's Value: An Academic Exercise that Evaluates the Costs and Benefits of the
Stable Value Investment Option |
Peter Ricchiuti,
Professor of Finance, A.B. Freeman School of Business, Tulane University;
Chris Tobe,
Pension & Savings, AEGON (Moderator)
|
10:20 to 10:30 a.m.
Ballroom Foyer
|
Break |
|
10:30 to 11:15 a.m.
Ballroom Salon I & II
|
Reaching the Peak in Retirement Assets
This session will explore
the trends among retirement savings and how IRA assets have
now surpassed 401(k) assets. The session will also
address what this means to retirement security, possible
changes in the types of retirement investment choices for
individuals and how retirement investment products are made
available to individuals. |
Merl W. Baker,
Principal, Brightwork Partners, LLC;
Ronald L. Bush,
Principal, Brightwork Partners, LLC;
Richard Taube,
Assistant Vice President, Pacific Life Insurance Company
(Moderator)
|
11:15 to 11:45 a.m.
Ballroom Salon I & II
|
An update on the foundation for retirement
security: Social Security
This session will examine the key issues before the Social Security
program and provide an update on reform proposals. |
James B. Lockhart,
Deputy Commissioner, Social Security Administration;
Richard Taube,
Assistant Vice President, Pacific Life Insurance Company (Moderator)
|
11:45 to noon
Ballroom Foyer
|
Break |
|
noon to 1:30 p.m.
Ballroom Salon III
|
2002 and 2004 Political Outlook
This session will look at the crucial issues that
will determine which party controls the House and Senate and
how these issues will drive the 2004 Presidential
election. |
Mark Shields,
Syndicated Columnist;
Wayne Gates,
General Director, Market Research and Development;
John Hancock,
Financial Services (Moderator)
|
1:30 to 1:45 p.m.
Ballroom Foyer
|
Break |
|
1:45 to 2:45 p.m.
Ballroom Salon I & II
|
Self-Directed Brokerage Windows
A roundtable discussion of their use, the issues
they raise and their interplay with Stable Value by plan sponsors who offer
them in their 401(k) investment line up. |
Vernon Gollihugh,
Manager, Trust Investments, ALOCA;
William M. Petrovic,
Vice President & Treasurer, Roche Diagnostics;
Chris Tobe,
Pension & Savings, AEGON (Moderator)
|
2:45 to 3:30 p.m.
Ballroom Salon I & II
|
Testing 404 (c)
An Overview of the Significant Issues Raised in
Recent 401(k) Litigation. |
Donald J. Myers,
Partner, Reed Smith Shaw and McClay, LLP;
Ben Allison,
Marketing Director, Stable Value, INVESCO Institutional (Moderator)
|
3:30 to 3:45 p.m.
Ballroom Foyer
|
Break |
|
3:45 to 4:15 p.m.
Ballroom Salon I & II
|
How CitiStreet Provides One-Shop & One-Stop Advice to Plan Participants
This session will discuss not only how CitiStreet has used recent DOL pronouncements
to address plan sponsors' fiduciary concerns with advice but also include how CitiStreet has provided
advice through various formats to defined contribution plan investors.
|
Ray Martin,
President, CitiStreet Advisors LLC;
James McDevitt,
Senior Vice President, State Street Bank & Trust Company (Moderator)
|
4:15 to 5:00 p.m.
Ballroom Salon I & II
|
The Advice Debate: A Pro/Con Discussion of Making Investment Advice Available to 401(k) Participants
|
Jon W. Breyfogle,
Attorney, Groom Law Firm;
David Certner,
Senior Economic Coordinator, AARP;
Ben Allison,
Marketing Director, Stable Value, INVESCO Institutional (Moderator)
|
6:00 to 11:30 p.m.
1330 19th Street NW
|
Buffalo Billiards Reception
What could be better to contrast the elegance of
the Ritz than an extended networking session from 6:30 to 11:30 p.m. at
Washington’s premier billiard parlor, Buffalo Billiards?
Highlights for the evening will include a billiards tournament, a dinner
of wings, burgers and fries, and a full premium bar.
Also available are cigars, a jukebox, dance floor, and nine large screen
televisions to watch baseball playoffs.
So, save Wednesday night for a relaxing evening hanging out with your friends
and colleagues rooting for your favorite billiard players and baseball team! |
|
| Thursday, October 17
|
7:30 a.m. to noon
Ballroom Foyer
|
Registration |
|
7:30 to 9:30 a.m.
Ballroom Foyer
|
Continental Breakfast |
|
8:00 to 8:45 a.m.
Ballroom Salon I & II
|
What We Have Learned From the SVIA Stable Value Funds Poll?
This session will discuss how
investment concerns change when individuals move from active
status to retired status and do investors appreciate, have
available, and use Stable Value? |
Mathew Greenwald, Ph.D.,
Mathew Greenwald & Associates, Inc.;
Kim McCarrel,
Relationship Manager, INVESCO Institutional (Moderator)
|
8:45 to 10:20 a.m.
Ballroom Salon I & II
|
New Applications for Stable Value
in Tax Deferred Settings
This roundtable discussion will highlight the how and why
Stable Value Funds are finding their way into 529 vehicles and balanced funds. |
Jay Shoemaker,
CFA, Executive Secretary, Colorado County Officials
and Employees Retirement Association;
Greg Wilensky,
Vice President, Portfolio Manager, Alliance Capital;
William Montjoy,
General Counsel, Global Education Group and Attorney at Law;
Chris Joly,
Director, Stable Value Accounts, AEGON (Moderator)
|
10:20 to 10:50 a.m.
Ballroom Salon I & II
|
How to Advise Plan Sponsors on Stable Value
This session will examine how plan sponsors are introduced
to Stable Value and explain the how and why Stable Value is included or excluded in
the defined contribution plan investment line-up. |
Steve Brundage,
Vice President, JPMorgan Fleming Asset Management;
James McDevitt,
Senior Vice President, State Street Bank & Trust Company (Moderator)
|
10:50 to 11:00 a.m.
Ballroom Salon I & II
|
Forum Conclusion |
Eric Kirsch,
Managing Director, Deutsche Asset Management & Chairman, SVIA;
Gina Mitchell,
President, SVIA
|
|
11:00 a.m.
|
Adjournment |
|
11:30 to 2:30 p.m.
Plaza I
|
Board of Directors' Meeting |
|
|
|
Working Luncheon |
|
