January 2026 Board Meeting

Newport Beach, CA
January 26-27, 2026

Quarterly Meeting of the SVIA Board of Directors

When:

January 26-27, 2026

Where:

Pacific Life Headquarters

700 Newport Center Dr, Newport Beach, CA 92660

 

Agenda

Monday, January 26, 2026
3:00 p.m. to 5:00 p.m. Executive Committee Meeting

Please arrive at the building five to ten minutes early to make time to reach the twelfth floor and get situated once inside.

Monday, January 26, 2026
6:30 p.m. to 9:00 p.m. Board of Directors Dinner

Farmhouse at Roger’s Garden
2301 San Joaquin Hills Rd.
Corona del Mar, CA 92625
949.640.1415

https://farmhouse.rogersgardens.com/

Tuesday, January 27, 2026
9:00 a.m. to 3:00 p.m.
Board of Directors Meeting

Please arrive at the building five to ten minutes early to make time to reach the twelfth floor and get situated once inside.
9:00 to 10:00 a.m. Continental Breakfast for Board of Directors
9:00 to 9:30 a.m. Opening Remarks
Ben Soltsov, Goldman Sachs Asset Management, Chair of SVIA’s Board of Directors

  • Board of Directors Roundtable
9:30 to 11:00 a.m. SVIA Organizational Review
Zach Gieske, President, SVIA

  • Action Item Review
  • Consultant Advisory Council
  • Data Committee Leadership
  • Digital Assets Working Group
  • Stable Value Certifications
11:00 to 11:30 a.m. Government Relations
Kendra Isaacson, Principal, Mindset
Michael Leonberger, Invesco, Co-Chair, Government Relations
Michael Sipper, New York Life, Co-Chair, Government Relations

  • SVIA Legislative Proposal
  • Yearly Legislative Outlook
  • Litigation & Amicus Briefs
11:30 a.m. to 12:00 p.m. Events
Maya Pillai, Pacific Life, Chair

  • 2026 Spring Seminar Agenda & Updates
  • Budget & Attendee Analysis
12:00 to 12:30 p.m. Luncheon and Break
12:30 to 1:00 p.m. Data and Research
Tony Luna, T. Rowe Price, Chair, Data & Research Committee
Trevor Olexy, Data Engineer, SVIA

  • SVIA Data Portal
  • SVIA Composite & Hueler Data
  • SVIA Data Distribution
1:00 to 1:30 p.m. Membership Development
Tashil Fakir, JP Morgan Chase, Chair, Membership Development

  • SVIA Leadership Summit
  • Stable Value Interships
1:30 to 2:00 p.m. Communications
Andrew Erman, Transamerica, Chair, Communications & Education

  • Valerian Whitepaper Update
  • Qualitative Study Update
  • Stable Value Handbook Update
  • SVIA Grants
  • Communications Pieces in Progress
2:00 to 2:30 p.m. Finance
Henry Kao, PIMCO, Finance Chair & Treasurer

  • 2025 Update
  • 2026 Budget
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