SVIA Fall Forum 2022: Full Schedule

Gina Mitchell is the President of the Stable Value Investment Association (SVIA), which is the voice for stable value funds, a major asset class in defined contribution plans. Today, over $939 billion is invested in stable value funds managed by SVIA’s members, which represent all... Read More →

Nick Gage

Senior Principal, Galliard Capital Management

As a Senior Director and Head of Stable Value Separate Account Strategy at Galliard Capital Management, Nick oversees the design, implementation, and management of customized stable value investment solutions to meet the unique needs of Galliard’s institutional clients. In this... Read More →

Tuesday October 11, 2022 9:45am - 10:00am EDT
Grand Ballroom

General Session

10:00am EDT

A Perspective on the Latest Headlines, Political Debates and Mid-Term Elections

A.B. Stoddard gives a non-partisan perspective of the political landscape of the day and our nation’s upcoming elections. Frequently meeting with sources and politicians of all stripes, Stoddard has her finger on the pulse of Washington, DC, as she offers detailed and smart political and electoral analysis. In a talk as up-to-date as the headlines, she covers the not only the biggest stories in the news, the most up-to-date happenings between Congress and the White House, ongoing budget battles, as well as the electoral prospects for the two parties.

Moderators

Nick Gage

Senior Principal, Galliard Capital Management

Speakers

A.B. Stoddard

Associate Editor and Columnist, RealClearPolitics

A.B. Stoddard is an associate editor and columnist with the political news site andpolling data aggregator RealClearPolitics, and a contributor and guest host forSiriusXM’s POTUS channel. Since 2006 she has appeared as a non-partisan politicalcommentator on CNN, CNBC, MSNBC, Fox... Read More →

Tuesday October 11, 2022 10:00am - 10:45am EDT
Grand Ballroom

General Session

10:45am EDT

The Fed and The Macroeconomic Investment Landscape

This session will provide an overview of the current macroeconomic environment as well as discuss how the Fed’s policy actions and comments are shaping today’s evolving investment landscape. It will also discuss the implications for stable value investment managers and stable value products.

Moderators

Andrew Erman

SVP, Transamerica Corporation

A highly accomplished and top-performing senior executive with a demonstrated track record of achievement in financial transparency, planning and analysis, risk management, reinsurance, capital markets, system transformation, and strategic planning. An organized, actuarial mind with... Read More →

Speakers

Jeff Grills

Head, Emerging Markets Debt Team

Jeff Grills, CFA, is head of the emerging markets debt team responsible for portfolio management and the emerging markets debt research team. Prior to his current role, Jeff was a partner at Gramercy Funds Management and a senior portfolio manager for emerging markets strategies... Read More →

The Fed and The Macroeconomic Investment Landscape pdf

Tuesday October 11, 2022 10:45am - 11:30am EDT
Grand Ballroom

General Session

11:30am EDT

Break

Tuesday October 11, 2022 11:30am - 11:45am EDT
TBA

Breaks/Meals

11:45am EDT

Women & Billions: Portfolio Perspectives in Uncertain Times

Join us for an interactive session with an industry leading panel of women executives who share their unique insights, experiences and portfolio perspectives under a variety of economic scenarios. Collectively this panel represents over 60 plus years in portfolio management overseeing and managing well over $100 Billion in Stable Value assets. Learn about key strategies, challenges of an uncertain climate, portfolio and asset allocation techniques, wrap management interspersed with personal anecdotes on their individual journeys in the world of asset management.

Moderators

Aruna Hobbs

Head of Institutional Investments, MassMutual

Aruna Hobbs is responsible for the oversight of stable value investments line of business as a member of the Institutional Solutions leadership team. Over the past twenty-five plus years, Aruna has held a series of executive positions managing client facing investment related businesses... Read More →

Speakers

Karen Chong-Wulff

Managing Vice President, Fixed Income, MissionSquare

She leads the Fixed Income team responsible for fixed income investment management, due diligence, contract negotiations and risk management. She oversees all internally and externally managed fixed income, stable value, and cash portfolios/funds and credit research. She also serves... Read More →

JoAnne Ferullo

Portfolio Manager, Director of Sustainable Investing, Putnam Investments

Ms. Ferullo is a portfolio manager on the Corporate and Tax-Exempt Credit team within Fixed Incomefocusing on Stable Value strategies. Ms. Ferullo is responsible for developing Putnam’s multi-sector andcredit-focused retail and institutional strategies. She joined Putnam in 2010... Read More →

Neena Saxena

Head of Stable Value Investments, Vanguard Fixed Income Group

Neena Saxena, CFA, is a portfolio manager and leads Vanguard’s Stable Value Management Group. She and her team are responsible for managing more than $48 billion in stable value assets for defined contribution and 529 plans. They also manage wrap provider allocations and relationships... Read More →

Jennifer Gilmore

Head of Portfolio Management, Invesco Fixed Income

Jennifer Gilmore is head of Stable Value Portfolio Management for Invesco Fixed Income. She is responsible for the development of Invesco’s stable value portfolio strategy and for ensuring this strategy is consistently applied across the firm's portfolios, including separate accounts... Read More →

Tuesday October 11, 2022 11:45am - 12:45pm EDT
Grand Ballroom

General Session

12:45pm EDT

Break

Tuesday October 11, 2022 12:45pm - 1:00pm EDT
TBA

Breaks/Meals

1:00pm EDT

Luncheon: Beating Pandemic Chaos and Pathos Burnout by Building Resilience

After more than two years of pandemic chaos and fall out, burnout has reached epidemic proportions. Turns out we have a fundamental misunderstanding of what burnout actually is. Far from simply being “overwork”, burnout is a perspective more akin to job-induced depression -- it’s actually the flip side of “grit.” Expanding on insights from his Wall Street Journal bestselling book, Eric Barker explains the three perspective shifts that can pull people back from the brink and deliver the relief that vacations don’t. With the correct attitude, you and your team don’t need to dial back, you all can actually work long and hard and thrive in the process. In this essential talk, Barker delivers actionable insights on how to instill emotional intelligence and optimism to build and retain your perspective and your team that actually gets stronger under pressure.

Moderators

Lacey Lockward

Vice President, Head of Stable Value, Prudential Retirement

Lacey is vice president and head of Stable Value within Prudential Retirement Strategies, a business unit of Prudential Financial, Inc. (NYSE: PRU).In her role, Lacey leads the cross-functional team responsible for new business, existing business, product development, risk management... Read More →

Speakers

Eric Barker

Author, Wall Street Journal

Wall Street Journal bestselling author and former Hollywood screenwriter Eric Barker uses research andcompelling stories to challenge common myths about success and relationships, inspiring audienceswith bold new insights on how to avoid burnout, collaborate better as teams, and be... Read More →

Tuesday October 11, 2022 1:00pm - 2:30pm EDT
Grand Ballroom

General Session

2:30pm EDT

Book Signing for "Barking Up the Wrong Tree" by Eric Barker

Meet the luncheon speaker Eric Barker and get a signed copy of Barking Up the Wrong Tree: The Surprising Science Behind Why Everything You Know About Success Is (Mostly) Wrong

Speakers

Eric Barker

Author, Wall Street Journal

Tuesday October 11, 2022 2:30pm - 3:00pm EDT
TBA

General Session

3:00pm EDT

Moving from Saving and Investing to Retirement Security

Retirement security isn't just about having a nest egg. It is also about having options for turning that saving into security. This session will discuss how retirees move from accumulation to decumulation by looking at the what, why and how retirees spend. It will also explore how attitudes and concerns on living expenses, legacy and health care may influence spending.

Moderators

Michael Sipper

Corporate Vice President, Stable Value Investments, New York Life Insurance Company

Michael is a Corporate Vice President in New York Life’s Stable Value Investment Group (SVI).Michael joined the SVI team in 2011 as a stable value analyst, bringing both Capital Markets andTechnology experience. His current responsibilities include leading investment and operationalrisk... Read More →

Speakers

Kelli Faust

Corporate Vice President & Actuary, New York Life

Kelli Faust, FSA, MAAA is a Corporate Vice President and Actuary currently leading the Retail Annuities Business Development Team at New York Life. Prior to her current role, she had roles on the Life Pricing, Retail Annuities Strategy & Research, Life Financial Projections and Annuity... Read More →

Decumulation Paradox Final Sent10.10.22 pdf

Tuesday October 11, 2022 3:00pm - 3:45pm EDT
Grand Ballroom

General Session

3:45pm EDT

Break

Tuesday October 11, 2022 3:45pm - 4:00pm EDT
TBA

Breaks/Meals

4:00pm EDT

Challenges of Current Trends and Changing Demographics

This session will dive into the challenges of the pandemic, great resignation, remote work have fundamentally changed the nature of work and delivery of investment and savings products as our nation's demographics shift with an emphasis on what this means to financial services as employers and providers of critical savings and investment products.

Moderators

Luke Robustelli

Sales Director, Stable Value Markets, MetLife

Luke Robustelli is sales director, Stable Value Markets for MetLife. MetLife’s Stable Valuebusiness offers traditional guaranteed interest contracts (GICs), synthetic GICs and theseparate account Met-Managed GIC product. The division is part of Retirement & IncomeSolutions, the... Read More →

Speakers

Paul Taylor

Author

Paul Taylor is the author of The Next America: Boomers, Millennials and the LoomingGenerational Showdown (PublicAffairs, 2014 and 2016).The book draws on his work at the Pew Research Center, a non-partisan “fact tank” thatprovides information on the issues, attitudes and trends... Read More →

Tuesday October 11, 2022 4:00pm - 5:00pm EDT
Grand Ballroom

General Session

6:00pm EDT

Reception

Tuesday October 11, 2022 6:00pm - 7:00pm EDT
Courtyard

Reception

7:00pm EDT

Dinner on your own

Tuesday October 11, 2022 7:00pm - 11:00pm EDT
TBA

7:00pm EDT

Transamerica Lounge

Tuesday October 11, 2022 7:00pm - 11:00pm EDT
Culpepper

Transamerica Lounge

7:30am EDT

Breakfast

Full Breakfast Available. Please reserve your table and/seat for client and other meetings.

Wednesday October 12, 2022 7:30am - 9:15am EDT
Collonade

Breaks/Meals

7:30am EDT

Registration

Wednesday October 12, 2022 7:30am - 12:00pm EDT
Ballroom Foyer

Registration

9:15am EDT

Break

Wednesday October 12, 2022 9:15am - 9:30am EDT
TBA

Breaks/Meals

9:30am EDT

The State of Foreign Affairs

Dr. Farkas draws on her deep and wide-ranging policy experience to take a look at the entire gamut of foreign policy and national security challenges facing the United States. The international order appears to be in disorder—Russia and China are challenging the rules of the road and states such as North Korea continue to develop new nuclear weapons capability. Meanwhile, Radical Islamic terrorists continue to fight for control of territory in Iraq, Syria, Libya, parts of Africa, and elsewhere and to execute deadly attacks worldwide.

Moderators

Ben Soltsov

Portfolio Manager, Goldman Sachs Asset Management

Ben is a Vice President and Stable Value Portfolio Manager at GSAM, responsible for construction and management of stable value portfolios. He is tasked with being the Stable Value Strategy Lead for the business, providing oversight for the stable value and wrapped fixed income platform... Read More →

Speakers

Evelyn Farkas

Foreign Policy & Global Trends Expert, Executive Director of the McCain Institute, and NBC National Security Contributor

• Advised three US Secretaries of Defense and was considered the Pentagon’s top Russia expert• Aiding in the advancement of character-driven leadership as the Executive Director of the McCainInstitute• One of the nation’s premier authorities on American foreign policy and... Read More →

SVIAOct2022GlobalRiskSpeech pptx

Wednesday October 12, 2022 9:30am - 10:30am EDT
Grand Ballroom

General Session

10:30am EDT

Break

Wednesday October 12, 2022 10:30am - 10:45am EDT
TBA

Breaks/Meals

10:45am EDT

Retirement Issues: A Legislative, Regulatory and Litigation Update

This session will provide an update on retirement issues from legislative initiatives such as Secure 2.0 and 403(b) to the U.S. Department of Labor's proposed rules on QPAM, to litigation trends in DC plans as well as update on recent decisions.

Moderators

Shane Johnston

Portfolio Manager, Morley Capital Management

Shane Johnston is a portfolio manager at Morley Capital Management. He is head of the Stable Value Construction Team that focuses on stable value strategy, portfolio design and management, and oversight of all wrap issuer and external manager relationships. He is a lead portfolio... Read More →

Speakers

Angela Montez

Special Counsel, Eversheds Sutherland

Angela Montez is a special counsel working with Eversheds Sutherland's Investment Services Practice Group where she focuses her practice on retirement and investment policy and products, including ERISA and related federal tax and securities law issues and collective investment trust... Read More →

Michael Richman

Partner, Morgan Lewis

Michael B. Richman counsels clients on the fiduciary responsibility rules under the Employee Retirement Income Security Act (ERISA), including the ERISA prohibited transaction rules. He advises plan sponsors on investment matters for defined benefit and defined contribution plans... Read More →

Kent Mason

Partner, Davis & Harman LLP

Kent advises Davis & Harman LLP clients in the retirement savings area. He works primarily with major employers, large plans, and national vendors of retirement plan services. He is an expert in the full range of retirement savings issues—including all types of retirement plans... Read More →

Mark Blocker

Partner, Sidley Austin

MARK BLOCKER is co-leader of the firm’s global Insurance Disputes practice, and a partner in the Chicago office.Mark’s class action practice focuses on two primary areas: consumer and financial services and ERISA. In the consumer area, Mark has defended numerous credit card issuers... Read More →

QPAM Exemption Proposed Changes for SVIA Fall Forum 2022 pdf

Wednesday October 12, 2022 10:45am - 11:45am EDT
Grand Ballroom

General Session

11:45am EDT

Closing Remarks

Speakers

Gina Mitchell

President, Stable Value Investment Association

Nick Gage

Senior Principal, Galliard Capital Management

Wednesday October 12, 2022 11:45am - 12:00pm EDT
Grand Ballroom

General Session

12:00pm EDT

Adjournment

Wednesday October 12, 2022 12:00pm - 12:15pm EDT
Grand Ballroom

General Session