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.

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

 

TRAVEL INFORMATION

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.

Registration