Table of Contents

Agenda & Presentations

Please click on a session title to view file downloads and speaker biographies.

Attendees

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SVIA Sponsors

The Stable Value Investment Association would not be able to do the work the association does without the generous support of our sponsors. SVIA is proud to be working in partnership with these companies. These companies commit not only financial resources, but also make available their expertise and leadership in shaping and carrying out the association’s mission to demonstrate stable value’s many contributions to building a strong, viable retirement savings and investment program that will provide financial security in retirement.

Gold Value Program Members

Silver Value Program Members

Bronze Value Program Members

Hotel Map

Future Meeting Dates

2024

Board of Directors Meeting
January 22-23, 2024
Washington, DC

Spring Seminar & Board Meeting
April 29-May 1, 2024
The Conrad Hilton Orlando
Orlando, FL

Board of Directors Meeting
June 10-11, 2024
Washington, DC

Fall Forum & Annual Membership Meeting
October 14-16, 2024
Fairmont Georgetown
Washington, DC

2025

Board of Directors Meeting
January 27-28, 2025
ㅤWashington, DC

Spring Seminar & Board Meeting
April 14-16, 2025
The Ritz-Carlton New Orleans
New Orleans, LA

Board of Directors Meeting
June 16-17, 2025
Washington, DC

Fall Forum & Annual Membership Meeting
October 6-8, 2025
Fairmont Georgetown
Washington, DC

2026

Board of Directors Meeting
January 26-27, 2026
Washington, DC

Spring Seminar & Board Meeting
April, 2026
Location
TBA

Board of Directors Meeting
June 22-23, 2026
Washington, DC

Fall Forum & Annual Membership Meeting
October 5-7, 2026
Fairmont Georgetown
Washington, DC

2027

Board of Directors Meeting
January 25-27, 2027
ㅤWashington, DC

Spring Seminar & Board Meeting
April, 2027
Location
TBA

Board of Directors Meeting
June 21-22, 2027
Washington, DC

Fall Forum & Annual Membership Meeting
October 4-6, 2027
Fairmont Georgetown
Washington, DC

Board of Directors

Karen Chong-Wulff
Managing Vice President, Fixed Income
MissionSquare Retirement

Andrew Erman
Sr. Director, Risk Management
Transamerica Stable Value Solutions Inc.

Tashil Fakir
Head of SV Sales
JPMorgan Chase Bank, N.A.

Henry Kao
Senior Vice President
PIMCO

Michael Leonberger
Stable Value Portfolio Manager
Invesco

Lacey Lockward
Vice President, Stable Value
Prudential Financial

Tony Luna
Head of Stable Asset Management
T. Rowe Price

Maya Pillai
AVP, Head of Stable Value Wrap
Pacific Life

Yijing Robertson
Investment Manager
IBM Retirement Funds

Lucas Robustelli
Sales Director – Stable Value Markets
Metropolitan Life Insurance Company

Neena Saxena
Portfolio Manager
The Vanguard Group

Michael Sipper
Corporate Vice President
New York Life

Ben Soltsov
Vice President
GSAM Stable Value, LLC

Michael Swink
Investment Director
Virginia College Savings Plan

Keith Watson
Director – Pension Investments
Textron

Bryan White
Manager – Pension Investments
Raytheon Technologies

Current Data

2022 Executive Summary – Stable Value Investment and Policy Report

US inflation surged to a 40 year high in 2022 and the Federal Reserve responded by aggressively raising its policy rate more than 400bps over the year. This caused market to contract value ratios to decline across all stable value products, but investors should be rewarded with greater investment opportunities and higher crediting rates from stable value throughout 2023.

Recent Publications

5 Reasons to Include Stable Value in Your Portfolio

Stable value is a core investment option in defined contribution plans. In fact, it has been a part of defined contribution plans for over 40 years. As of December 31, 2023, $882 billion was invested in stable value, which accounted for 10% of all defined contribution assets. Participants of all ages rely on stable value to help achieve their retirement goals.



Stable Value and Rising Interest Rates – 2023

Many have theorized about how stable value would perform in a rapidly rising interest rate environment. The rapid rise in short-term interest rates since March of 2022 is the largest increase in rates since the 1980s and provides data to test these theories. As anticipated, money market funds have provided more favorable rates in the short run. Even though stable value may lag for now, history shows, and we expect, that stable value crediting rates will more gradually adjust to the higher rate environment with minimal volatility along the way.