CRI Policy Innovation Forum:
Driving Change to Improve Long-Term Outcomes

June 19, 2018

Georgetown University Law School
Gewirz Student Center, 12th floor
120 F Street NW
Washington, DC


Welcome and Opening Remarks
Angela M. Antonelli, Executive Director, CRI

What Does an Aging Population Mean for Economic Growth and Investments?

Paula Campbell Roberts, Director, Global Macro & Asset Allocation Team, Kohlberg Kravis Roberts & Co. (KKR)

Click here to view the presentation (PDF).
Click here to view the full KKR report.

What is the Economic and Political Climate for Transforming How We Save for Retirement?

  • Moderator – Jeffrey H. Snyder, Founder & CEO, The MorningPulse Inc.
  • John Harwood, Editor at Large, CNBC
  • Angela Moore, Senior Editor, MarketWatch

How is Technology Disrupting Retirement Savings?    

  • Moderator – Han Yik, Head of Institutional Investors, World Economic Forum
  • Lisa Canafax, Partner, Mercer
  • Carlos Garcia, Founder & CEO, Finhabits
  • Jeff Rosenberger, Ph.D., COO, Guideline

Are There Opportunities for Multi-State Collaboration among State-Facilitated Retirement Savings Programs?

  • Moderator – David C. John, Senior Strategic Policy Advisor, AARP Public Policy Institute
  • Tim Burgess, former Mayor, Seattle, Washington and Member, Seattle Retirement Savings Plan Board of Administration
  • John Chiang, Treasurer, State of California
  • Kevin Cox, Head of Government Savings, Ascensus
  • Tim Lueders-Dumont, Policy Director, Office of the State Treasurer, Vermont

View New Working Paper: The Case for Multi-State Collaboration among State-Sponsored Retirement Savings Programs

What Can DC Plans Learn from DB Plans? 

  • Moderator – W. Robert Phillips, Head of Consultant Relations, North America, BNY Mellon Investment Management
  • Joe Fazzino, Senior Director, Pension Investments, United Technologies Corporation
  • Kevin T. Hanney – Senior Director, Pension Investments, United Technologies Corporation
  • Jason Malinowski, Chief Investment Officer, Seattle City Employees’ Retirement System
  • Matthew Rauseo, Vice President, AQR Capital Management

Does the Addition of Alternative Assets Improve the Performance of Target Date Funds?

  • Moderator – David Kaleda, Principal, Groom Law Group
  • Kevin Albert, Partner and Managing Director, Pantheon
  • Jahiz Barlas, Ph.D., Vice President, Multi-Asset Solutions Research Group, AllianceBernstein L.P.
  • David O’Meara, Senior Investment Consultant, Willis Towers Watson (View presentation)

View New Policy Report: The Evolution of TDFs: Using Alternatives to Improve Retirement Plan Outcomes

Can DC Plans Design Better Lifetime Income Options?

  • Moderator – Martin Noven, Executive Director, State Universities Retirement System (SURS) of Illinois
  • Hank H. Kim, Executive Director & Counsel, National Conference on Public Employee Retirement Systems (NCPERS)
  • Kevin Lembo, Comptroller, State of Connecticut
  • Grady M. Smith, Senior Portfolio Manager and Vice President, Dimensional Fund Advisors
  • Timothy G. Walsh, Senior Managing Director, Institutional Investment Solutions Distribution, TIAA