Home Icon

Loading, Please Wait...

Defined Contribution Institutional Investment Association (DCIIA) and Women in Pensions Network (WiPN) Host "Diversity, Inclusion, and Defined Contribution: A Conversation"

1254 Days ago

Inaugural Member Event Taking Place Today at PIMCO in Conjunction with the DCIIA Innovation Forum and Membership Meeting

NEWPORT BEACH, CA, Jan. 23, 2019 (GLOBE NEWSWIRE) -- The Defined Contribution Institutional Investment Association (DCIIA) and Women in Pensions Network (WiPN) are pleased to announce they have partnered to co-host a new event for their members, “Diversity, Inclusion, and Defined Contribution: A Conversation.”

The event agenda includes:

Opening Remarks and Welcome

  • Erin Donnelly, Member, DCIIA Executive Committee; Chair, DCIIA Diversity & Inclusion Steering Committee
  • Michael Davis, Head of Defined Contribution Plan Specialists, T. Rowe Price; Member, DCIIA Diversity & Inclusion Steering Committee
  • Sapna Shah, Executive Vice President and Head of Corporate Responsibility, PIMCO

Keynote and Q&A

Debi Hemmeter, Co-founder, LeanIn.org

Moving the Dial: Data, Diversity, and the Talent Pipeline

  • Moderator: Laraine McKinnon, Consultant, LMC17; Member, DCIIA Diversity & Inclusion Steering Committee
  • Kathleen Dunlap, Former CEO, Girls Who Invest; steering committee, CFA Institute’s “Driving Change: Diversity and Inclusion in Investment Management”
  • Cindy Hounsell, President, Women's Institute for a Secure Retirement (WISER)
  • Aparna Singh, Associate, McKinsey & Co.; “Women in the Workplace” report team

Reimagining Diversity and Inclusion in the Digital Era

Andy Noronha
Director, Strategy and Thought Leadership and Business Operations, Office of Inclusion and Collaboration, Cisco

Best Practices and the Path Forward

Susana Rinderle, Principal, Korn Ferry

Closing Remarks

Christina Stauffer, Head of DCIO Business Development, Thornburg Investment Management; Women in Pensions Network (WiPN)

DCIIA Innovation Forum

The following day, DCIIA hosts its annual Innovation Forum, a daylong member event, at PIMCO. That agenda includes:

Welcome Remarks

  • Bill Ryan, Partner, Aon
  • Tom Otterbein, Head of Institutional Client Management, Americas, PIMCO
  • Rick Fulford, EVP US Retirement, PIMCO

Artificial Intelligence: How Much of a Disruptor Could It Be?

  • Sabrina Bailey, Director of Digital Investment Advice, Northern Trust
  • Carla Dearing, CEO, Sum 180/Rapid Growth Consultants
  • Stephen Ulian, Managing Director, Bank of America Merrill Lynch
  • Moderator: Amy Walls, Senior Vice President, Thought Leadership, Fidelity

Considerations Around ESG Implementation

  • Chris Jarmush, SVP Defined Contribution, Gallagher
  • Daniel Ingram, Vice President, Responsible Investment Research & Consulting, Wilshire
  • Ed Farrington, Executive Vice President, Natixis
  • Moderator: Michelle Rappa, Managing Director, Neuberger Berman

Litigation/Innovation Study

Warren Cormier, Executive Director, DCIIA Retirement Research Center

Blockchain Technology: What Does It All Mean?

  • Shyam Nagarajan, Director, FSS Market Development, IBM Blockchain Labs
  • Allan Tomkinson, Enterprise Software Architect, Lincoln Financial Group
  • Michael Barry, President, O3 Plan Advisory Services
  • Moderator: Jerry Yen, VP, Strategic Partnerships, Guided Choice

Who’s Being Left Behind in Retirement Savings?

  • Neil Lloyd, Head of US DC & Financial Wellness Research, Mercer
  • Jim Mahaney, Thought Leadership Practice Leader, Prudential
  • Steve Sapra, Executive Vice President, Client Solutions & Analytics, PIMCO
  • Moderator: Elizabeth Kelly, SVP of Operations, United Income

Keynote Speaker

Lesley Slaton Brown, Chief Diversity Officer, HP

Closing Remarks

Eileen Kwei, Managing Director, Artisan Partners Limited Partnership


Founded in 2010, the Defined Contribution Institutional Investment Association (DCIIA) is a nonprofit association dedicated to enhancing retirement security. Toward this end, DCIIA fosters a dialogue among the leaders of the defined contribution community who are passionate about improving defined contribution outcomes. DCIIA’s more than 150 member organizations include investment managers, consultants, law firms, recordkeepers, insurance companies, plan sponsors and others committed to the best interests of plan participants. For more information, visit: www.dciia.org.

About WiPN

The Women in Pensions Network (WiPN) is a non-profit organization committed to the professional development of women in the retirement plan industry. Sponsored by leading firms that recognize the value that women’s voices bring to the workplace, WiPN welcomes individuals working for recordkeepers, TPAs, DCIO firms, broker-dealers, ERISA attorneys, financial advisors, and retirement consultants. Established in 2009, today WiPN boasts more than 800 members and 20 regional chapters across the country. For more information visit https://www.womeninpensionsnetwork.org/.

Karen Witham

We Are Diffrent
Is your business listed correctly on America’s largest city directory network of 1,000 portals? Find your City Portal