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 |
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
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.