January 2023 Board Meeting

Washington, DC
January 23-24, 2023

Quarterly Meeting of the SVIA Board of Directors

When:

January 23-24, 2023

Where:

The Willard Office Building
1455 Pennsylvania Avenue, NW
Suite 400
Washington, DC

Agenda

Monday January 23rd

3:00 p.m. to 5:00 p.m.  Executive Committee Meeting – Willard Board Room

 Please arrive five to ten minutes before the meeting for security clearance in the Willard Office Building. SVIA’s meeting is in the Carr Office Space, which is on the 4th Floor. Once cleared, please proceed to Carr’s reception desk.

 All names must be submitted in advance to security and an ID will be required to enter the building.

6:30 p.m. to 9:00 p.m.  Board of Directors Dinner

Oyamel Cocina Mexicana
401 7th Street NW
Washington DC 20004
Phone: 202 628 1005

https://www.oyamel.com/

Tuesday January 24th
Pershing Training Room

9:00 a.m. to 3:00 p.m. Luggage Storage in the Lincoln Day Room

Please arrive five to ten minutes before the meeting for security clearance in the Willard Office Building. SVIA’s meeting is in the Carr Office Space, which is on the 4th Floor. Once cleared, please proceed to Carr’s reception desk.

All names must be submitted in advance to security and an ID will be required to enter the building.

Please store luggage carts and winter coats in the office that has been reserved for this purpose.

9:00 to 10:00 a.m. Continental Breakfast for Board of Directors
9:00 to 10:00 a.m. Opening Remarks

Nick Gage, Galliard, and Chair of SVIA’s Board of Directors

Lacey Lockward, Prudential, and Incoming-Chair of SVIA’s Board of Directors

  • Welcome
  • New Board Members
  • Introduction of Officers
  • Board of Directors Roundtable
10:00 to 10:30 a.m. Decumulation Working Group

Luke Robustelli, MetLife

10:30 to 11:00 a.m. 403(b) Securities Exemptions and Concerns

 Shane Johnston, Morley, Co-Chair, Government Relations

Michael Leonberger, Invesco, Co-Chair, Government Relations

 Angela Montez, Special Counsel, Eversheds-Southerland

11:00 to 11:30 a.m. Moving Forward on 403(b)

 Shane Johnston, Morley, Co-Chair, Government Relations

Michael Leonberger, Invesco, Co-Chair, Government Relations

Kent Mason, Partner, Harmon-Davis

11:30 to noon Communications and Education

Andrew Erman, Transamerica Stable Value Solutions, Chair, Communications and Education

noon to 12:45 p.m. Luncheon and Break
12:45 to 1:15 p.m. Data and Research

David Berg, PIMCO, Chair, Data and Research

Tony Luna, TRowePrice, Incoming-Chair, Data and Research

1:15 to 1:45 p.m. Diversity, Equity, and Inclusion

Tashil Fakir, JP Morgan Chase, Chair, Diversity, Equity, and Inclusion

1:45 to 2:15 p.m. Finance

Keith Watson, Textron, Chair, Finance & Treasurer

2:15 to 2:30 p.m. Events

Gina Mitchell, SVIA

2:30 to 3:00 p.m. Other Business
3:00 p.m. Adjournment

HOTELS

SVIA does not have a room block for this meeting. Below are some suggestions for nearby hotels.

Vea Newport Beach
900 Newport Center Dr, Newport Beach, CA 92660
(949) 640-4000

Pendry Newport Beach
690 Newport Center Dr, Newport Beach, CA 92660
(949) 688-8001

Newport Beach Marriott Bayview
500 Bayview Cir, Newport Beach, CA 92660
(949) 854-4500

TRAVEL INFORMATION

ADDRESS. Pacific Life Headquarters is located at 700 Newport Center Drive, Newport Beach, CA 92660, within the Newport Center business district across from Fashion Island.

JOHN WAYNE AIRPORT (SNA). It is a 15-minute drive from John Wayne Airport. By car, take MacArthur Boulevard south to San Miguel Drive, then turn right onto Newport Center Drive. Uber and Lyft service are widely available and typically cost $15–$25.

LOS ANGELES INTERNATIONAL AIRPORT (LAX). It is approximately a one-hour drive south via I-405. Travel times vary significantly depending on traffic, especially during weekday afternoons. Shuttle services, rental cars, and rideshares are available.

LONG BEACH AIRPORT (LGB). It is about 45 minutes north via I-405. Rideshares and taxis are available, with fares generally lower than from LAX.

AMTRAK. The nearest Amtrak station is in Irvine, about a 20-minute drive inland from Newport Center. Rideshares and taxis are available at the station; Uber and Lyft typically cost $25–$35.

DRIVING. From I-405 or CA-55, take MacArthur Boulevard or Jamboree Road south to Newport Center Drive. Paid parking is available in nearby garages and at Fashion Island. Visitor parking at Pacific Life’s building is limited.

LOCAL TRANSPORTATION. Newport Beach and Orange County are best navigated by car. There is limited public transit service, but most visitors use rideshare services or rental cars.

Registration