WealthTech

Annual DCI Half Moon Bay Symposium

The 18th Annual Defined Contribution Symposium in Half Moon Bay is a private membership community event for leading DC plan sponsors and industry partners, focused on studying and harnessing participant behavior to improve retirement and financial outcomes. It is for Defined Contribution Institute members and supporting members.

Official websiteRegister
5 weeks until it opens.

The essentials

Event details

Dates
15 September 2026 to 16 September 2026
Location
The Ritz-Carlton, Half Moon Bay, United States
Organiser
Institutional Investor LLC
Industry
WealthTech

Agenda themes

Topics covered

  • Banking & Finance

On stage

Speakers

  • Hank LevyTreasurer-Tax Collector/Plan Trustee, Alameda County
  • Bill BercekAmazon
  • Demi HannonSenior Director, Global Financial Benefits and Wellbeing, Boeing
  • Sandy BlairAdministrator, California Savings Plus
  • Diane Chui JustenDirector, Plan Administrator, City and County of San Francisco
  • Vicky ErwinSenior Investment Director, Pensions and Benefits
  • Chip WeuleChief Benefits Officer, Fire and Police Association of Colorado
  • Liz KindsethSenior Director, Retirement Programs, First Student
  • Kyle CotrufelloBenefits Program Manager, Google
  • Karen AlsupOfficer, Senior Managing Director Institutional Investments, Hearst Corporation
  • Roger PaschkeChief Investment Officer, Hearst Corporation
  • Josh NewmisterTreasury Director- Retirement Investments, Intel
  • Lynn PerreyDirector, US Retirement and Audit
  • Shafer SmithPortfolio Manager, Public Equities, Lockheed Martin
  • Brad KueblerPrincipal, Milliman
  • Dan Salemi
  • Brian TiemannPartner, Employee Benefits and Executive Compensation, MWE
  • Steve McCaffreySenior Counsel, National Grid USA
  • Ron ShawPaychex
  • Sharon HazyCorporate Benefits Manager, PNC

Logistics

Where to stay

Places to stay near the venue.

  • Ritz Carlton Half Moon Bay

    20 m from the venue

    Map

  • Aristocrat Hotel

    1.7 km from the venue

    1400 Cabrillo Highway South, Half Moon Bay

    MapHotel site

Plan this event

Work out who to meet here

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