The Willard Office Building
1455 Pennsylvania Avenue, NW
Suite 400
Washington, DC
| 3:00 p.m. to 5:00 p.m. | Â 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. | Â Board of Directors Dinner
Oyamel Cocina Mexicana |
| 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
|
| 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 |
Residence Inn West Palm Beach Downtown
455 Hibiscus St, West Palm Beach, FL 33401
(561) 653-8100
Hilton West Palm Beach
600 Okeechobee Blvd, West Palm Beach, FL 33401
(561) 231-6000
Hyatt Place West Palm Beach Downtown
295 Lakeview Ave, West Palm Beach, FL 33401
(561) 655-1454
AKA West Palm
695 S Olive Ave, West Palm Beach, FL 33401
(561) 821-2252
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BRIGHTLINE. It is about a 10 minute walk up Rosemary Avenue from the Brightline West Palm Beach station (501 Evernia St). Brightline connects West Palm Beach with Fort Lauderdale and Miami, and with Orlando International Airport (MCO).
AMTRAK AND TRI-RAIL. The West Palm Beach Amtrak and Tri-Rail station on Tamarind Avenue is about a 20 minute walk, or a 5 minute Lyft or Uber ride. The city’s free Yellow Line shuttle (RideWPB) also runs between the train stations and The Square.
DJT AIRPORT. It is roughly a 10 to 15 minute Lyft or Uber ride from DJT, about three miles away.
FLL AND MIA AIRPORTS. FLL is about an hour’s drive and MIA about an hour and a half, depending on traffic. Rideshare fares for these distances can be substantial. Alternatively, Brightline runs from Fort Lauderdale and Miami to West Palm Beach (about 35 and 70 minutes, respectively); both airports require a short connection to reach the Brightline stations.
DRIVING. Parking rates vary by hotel from roughly $30 to $45 a night. Public garages are also available at The Square.