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

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



5:00 pm -6:30 pm

Networking Reception (for invited guests only)

Alta Strada Restaurant
465 K Street, NW
Washington, DC


7:30 am -8:00 am

8:00 am -8:15 am

Registration Open & Breakfast Networking 

Welcome and Opening Remarks

Angela M. Antonelli, Executive Director, CRI

8:15 am -8:45 am

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)

8:45 am -9:30 am

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

9:30 am -10:20 am

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

10:20 am -10:30 am


10:30 am -11:30 am

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
  • Beth Pearce, Treasurer, State of Vermont

11:30 am -12:10 pm

Lunch Break

12:10 pm -1:00 pm

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

1:00 pm -2:00 pm

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
  • Theresa J. Whitmarsh, Executive Director, Washington State Investment Board

2:00 pm -2:50 pm

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

2:50 pm -3:00 pm

Closing Remarks