January 2023 Board Meeting

Q: What about contact tracing should someone get COVID?

SVIA’s release form , which is a requirement for in-person attendance requires anyone who becomes symptomatic and/or confirms that he or she has contracted COVID to notify SVIA immediately at events@stablevalue.org . Should this happen, SVIA will alert all attendees of exposure to COVID.

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 4^th 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 7^th 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.

The Willard (Closest to meeting location)
1401 Pennsylvania Avenue NW, Washington, DC 20004
(202) 628-9100

Hotel Washington
515 15th St NW, Washington, DC 20004
(202) 661-2400

JW Marriott
1331 Pennsylvania Avenue NW, Washington, DC 20004
(202) 393-2000

Grand Hyatt
1000 H St NW, Washington, DC 20001
(202) 582-1234

Hay Adams
800 16th St NW, Washington, DC 20006
(202) 638-6600

Washington Marriott
775 12th St NW, Washington, DC 20005
(202) 737-2200

Sofitel at Lafayette Square
806 15th St NW, Washington, DC 20005
(202) 730-8800

Capital Hilton
1001 16th St NW, Washington, DC 20036
(202) 393-1000

TRAVEL INFORMATION

METRO RAIL. It is two blocks from Metro Center Station on the DMV Metro System’s Blue, Orange, Silver, and Red Lines.

AMTRAK AND VRE. It is a mile and a half from Union Station and accessible from the Red line which connects Union Station and Metro Center Station.

UNION STATION. It is a 15-minute Lyft or Uber ride from Union Station or you can jump on the Metro (Red Line) towards Shady Grove to Metro Center Station and walk the remaining two blocks. Trains are running every thirty minutes.

REAGAN NATIONAL AIRPORT. It is a 15 minute Lyft or Uber ride from Reagan, and, it is nine stops on the Blue Line to Metro Center Station. By Metro, it is a 30 minute ride. Trains are running every thirty minutes.

BWI and IAD AIRPORTS. It is roughly an hour’s drive away. However, Uber and Lyft have increased prices substantially, which may make flights to/from these airports less economical and thus undesirable.

DRIVING. Parking rates vary by hotel from $35 to $50 a night.

Frequently Asked Questions about SVIA’s COVID Policies for In-Person Participation

Does SVIA have requirements for in-person attendance?

Yes, all in-person attendees must provide proof of vaccination, or a negative COVID-19 test within five days of the event and are required to sign the SVIA’s COVID-19 Safety Acknowledgement Form.

What are the SVIA’s precautions for in-person attendance?

SVIA adheres to the District of Columbia’s guidelines well as the CDC’s guidelines for in-person events. At this time, DC no longer requires face masks to be worn. However, SVIA cannot guarantee that participants in attendance will not become infected with COVID-19.

What does this exactly mean for SVIA in-person activities?

It means:

Masks are now optional for in-person attendance,
Face masks are not required when eating or drinking.

What about contact tracing should someone get COVID?

SVIA’s release form, which is a requirement for in-person attendance requires anyone who becomes symptomatic and/or confirms that he or she has contracted COVID to notify SVIA immediately at events@stablevalue.org. Should this happen, SVIA will alert all attendees of exposure to COVID.

What should I do if I am notified by contract tracing?

If you receive a notification, it means that someone that you were near tested positive for COVID-19 and chose to privately share their diagnosis. The notification will allow you to take action to protect yourself and those around you, like getting tested, seeking medical attention, quarantining, etc.