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DCIIA 2017 Events

January 25-26, 2017
Investment Forum and Membership Board Meeting
Newport Beach, CA

March 30-31, 2017 
Public Policy Forum

Washington, DC


DCIIA 2016 Events

A Snapshot of Past DCIIA Events

November 29-30, 2016
2016 Academic Forum
New York, NY

This year's Forum was held in downtown New York at the offices of Goldman Sachs Asset Management at 200 West Street, and the opening reception will be held at the newly opened, Beekman, a Thompson Hotel.


403(b) Litigation – Webinar and Roundtables 
Multiple locations:  Washington, DC (11/1); San Francisco (11/7); Chicago (11/10);  New York (11/15) and Boston (11/18)


Wednesday, November 2, 2016
DCIIA Global Webinar:  UK Defined Contribution Market: Evaluating the Impact of Recent Reform

Webinar gathering ( in-person) in London with our presenters–  offices of Strategic Insight
Dial-in to listen to live webinar – 
11:00 am – 12:00 pm ET 


September 28, 2016
DCIIA Members – Boston Networking Event – It's Trivia Night

DCIIA members and guests gathered for a networking event at Central Wharf for a fun evening of trivia. 
Central Wharf Co. 
160 Milk Street
Boston, MA 02109


July 12, 2016
The PPA 10 Years Later – Anniversary Event

DCIIA is pleased to join the Financial Services Roundtable, the US Chamber of Commerce, 
WISER and the Pension Rights Center in sponsoring this event on July 12 in Washington, DC
.


Thursday, May 12, 2016
Future of Capital Preservation Options in DC Plans

DCIIA's Investment Policy & Design Committee held a webinar on May 12 that examined the future of capital preservation options in defined contribution plans.

The webinar recording replay link and presentation material posted under DCIIA webinars.


Thursday, May 12, 2016
Future of Capital Preservation Options in DC Plans Webinar – In-person Gathering

Chicago area DCIIA members and plan sponsors joined together for a breakfast at Callan Associates' office to view the 
Future of Capital Preservation Options in DC Plans Webinar.

Hosted by Jamie McAllister, Callan Associates and Marty Campbell, Reliance Trust Company


Wednesday, April 27, 2016
Landscape of Canadian Defined Contribution System
 

DCIIA held a webinar on the Canadian defined contribution system.  Insights into this important and growing DC market were shared by key stakeholders who discussed current trends and hot topics.  

The webinar recording replay link and presentation material posted under 
DCIIA webinars.


April 4-5, 2016
Public Policy Forum
Washington, DC

The Public Policy Forum brings together industry leaders with policy makers and other thought leaders to discuss ways to improve the retirement security of American workers through the retirement savings system. The forum is a key program in support of DCIIA’s mission and core beliefs to expand access to the current retirement savings system and improve retirement outcomes for American workers.


January 20–21, 2016
DCIIA’s Annual Membership Board Meeting and Inaugural Investment Forum
Palm Beach, Florida

Both events were held at the Eau Palm Beach Resort, Manalapan, FL

The inaugural Investment Forum took place in conjunction with DCIIA’s Annual Membership Board Meeting and provided a venue for DC industry thought leaders to discuss and debate investments within a DC framework. The Investment Forum addressed topics that were relevant to DCIIA’s mission, and complemented DCIIA’s existing programming. 

All materials are posted, here and available for download.


DCIIA 2015 Events
A Snapshot of Past DCIIA Events

2015 Academic Forum

We created a slide show of the Academic Forum that highlights key moments of the two-day event, from the opening reception to the panel discussions.  
We hope you enjoy the show and thank you again to everyone who attended to make it such a great success.


Ritz-Carlton, Marina del Rey, California
November 4 & 5, 2015 
All events were held at the Ritz-Carlton Marina del Rey
Details and materials are available on the Forums/Meeting Materials site.


Global Networking Event & Reception
Wednesday, October 28, 2015
DCIIA Members and plan sponsors are invited to attend a Global Networking Event at MFS’ Boston office for a fascinating panel discussion on key Global DC themes. Our speakers, representing Canada, the UK, and the US, will address crucial topics facing plan sponsors around the world from automatic plan features to default considerations in plan design to retirement and lifetime income issues. Following the event, we hope you will join us for a networking reception. 

Event Details:

Date: October 28, 2015
Time: 4:00 p.m. – 6:00 p.m. (ET)
Location: MFS Investment Management, Inc.
Address: 111 Huntington Avenue, Boston, MA 02199
There will be a limit of two representatives per organization.


DCIIA Webinar: New Landscape for Oversight of Company Stock Funds in DC Plans
October 15, 2015

Event Details:

Date: Thursday, October 15, 2015
Time: 11:00 a.m. EDT


Lunch & Learn – View DCIIA's Webinar: New Landscape for Oversight of Company Stock Funds in DC Plans with Other DCIIA Members
October 15, 2015
Boston Area DCIIA members, plan sponsors, and other DCIIA members traveling in the area, are invited to join together in person to view DCIIA’s webinar on the current landscape for oversight of company stock funds in DC plans. Please come a bit early and stay a bit late to discuss the topic with other DCIIA members from 10:45 a.m. to 12:45 p.m. (ET) – lunch will be provided.

Event Details:
Date: Thursday, October 15, 2015
Time: 10:45 a.m. to 12:45 p.m. (ET)
Location: GMO Offices
Address: 30 Rowes Wharf, 2nd Floor, Boston, MA 02110
Co-hosts: GMO and MFS
Attendance is limited to two attendees per firm.


DCIIA Global Webinar: Exploring Chile and Brazil

October 6, 2015
DCIIA Webinar on October 6 – discussion of the DC systems in Chile and Brazil, featuring guest speakers Miguel Chavarria of Chile and Ricardo Weiss of Brazil.
The audio recording and slide presentation now available – posted to DCIIA Webcasts.

Event Details:
Date: Tuesday, October 6, 2015
Meeting Time: 11:00 a.m. (EDT)
Meeting Duration: 1 hour


DCIIA San Francisco Networking Event
September 30, 2015
San Francisco Area DCIIA members, and others traveling in the area, are invited to join together to network with other DCIIA members. Please sign up to join us.

Event Details:
Date: Wednesday, September 30
Time: 4:30 p.m. to 6:30 p.m. (PDT)
Location: Sens Restaurant
4 Embarcadero, Promenade Level
San Francisco, CA 94111

Hosted by:
Eileen Kwei (Artisan Partners) and Diana Greenstone (Mercer Investments)


DCIIA Webinar: Implementing Illiquid Assets in DC Plans: A 360° Perspective
September 11, 2015
11:00  a.m. – 12:00 p.m. (EST)
Registration is required to attend the webinar.


DCIIA Bay Area members – Webinar Invitation
September 11, 2015
Join other DCIIA members and plan sponsors to view and discuss DCIIA’s Webinar: Implementing Illiquid Assets in DC Plans: A 360° Perspective. 

Event Details:
7:45 a.m. – 9:45 a.m. (PDT)
Hosted by Toni Brown, The Capital Group, and Loukas Stephens, Fisher Investments Institutional Group
RSVP required
Location: 
The Capital Group
One Market Street
Spear Tower, 39th Floor
San Francisco 94105


2015 Regional Gathering in Chicago
July 15, 2015
DCIIA Executive Committee reception with local DCIIA members
5:30 p.m. –  7:30 p.m.
22 West Washington
Chicago, IL  60602


DCIIA’s Plan Sponsor Survey on Auto Features Webcast & Lunch
Chicago, IL
June 19, 2015
DCIIA Chicago area members in-person gathering at Callan Associates offices
Hosted by Jamie McAllister, Callan Associates & Marty Campbell, Reliance Trust Company


DCIIA’s Plan Sponsor Survey on Auto Features Webcast & Lunch
San Francisco, CA
June 19, 2015
DCIIA Bay Area members in-person gathering at The Capital Group
Hosted by Toni Brown, The Capital Group


DCIIA’s Money Market Reform Webcast & Lunch  
San Francisco, CA
April 30, 2015
DCIIA Bay Area members in-person gathering at The Capital Group, hosted by Toni Brown and Loukas Stephens, Fisher Investments Institutional Group 


6th Annual Public Policy Forum
Washington, DC

April 1-2, 2015


DC Opportunities & Challenges Plan Sponsor Summit
Washington, DC
April 1, 2015


DC Opportunities & Challenges Roundtable (plan sponsors only)
& Town Hall Events
Stanford University Longevity Center

San Francisco, CA
March 9, 2015


P&I East – Trump National Doral
DCIIA Wine/Dessert Reception
Miami, Florida
March 1, 2015


DC Opportunities & Challenges Roundtable (plan sponsors only)
& Town Hall Events
HARRT Center at UCLA

Los Angeles, CA
February 25, 2015 


Membership Board Meeting 
Chicago, Illinois
January 13-14, 2015


DC Opportunities & Challenges Roundtable (plan sponsors only)
& Town Hall Events
Exelon, ComEd Building
Chicago, Illinois
January 13, 2015


DC Opportunities & Challenges Roundtable (plan sponsors only)
& Town Hall Events
The Yale Club

New York, New York
January 12, 2015


DCIIA 2014 Events

Academic Forum 
New York City

November 17-18, 2014

P&I West DC Conference
DCIIA & P&I Announce Innovator Award Winners  
Manchester Grand Hyatt – San Diego

October 26 – 29, 2014
 
P&I Innovators Award Luncheon
Manchester Grand Hyatt – San Diego
DCIIA and P&I co-host dessert reception
Innovator Awards & Award of Excellence Recipient Winners Announced 
October 27, 2014 

Boston Summer Gathering with Executive Committee
State Street Offices, 36th Floor

Located at 1 Lincoln Street
July 21, 2014 – 5:30 p.m.

DCIIA Dinner/Gathering with members
Trattoria No.10

April 30, 2014 

5th Annual Public Policy Forum 
Mandarin Oriental Hotel, Washington, D.C.

April 2-3, 2014

Auto Features Town Hall
Washington, D.C.

April 2, 2014

P&I East Reception
Turnberry Isle Resort, Miami

March 2, 2014 

Boston Dinner
Capital Grille
February 24, 2014