2022 CRI Annual Policy Innovation Forum


2022 Policy Innovation Forum
Monday, October 3, 2022 – Tuesday, October 4, 2022
Georgetown University
500 1
st Street, NW, 9th floor conference center
Washington, DC

The CRI hosted its annual invitation-only 2022 Policy Innovation Forum as an in-person meeting on October 3 and 4, 2022. We were excited to host this event at the CRI’s new Georgetown University’s Capitol Hill offices and conference center at 500 1st Street NW, Washington, DC.

This year’s invitation-only conference brought together policymakers and experts from the U.S. and other countries for in-depth conversations related to investment strategies for defined contribution (DC) retirement plans. Topics explored included the impact of recent market volatility, asset diversification strategies, the inclusion of alternative asset classes, the role of technology, assessing asset risks, investment management, and much more.

Travel Information

The Law Center is located near Union Station and Capitol Hill at 600 New Jersey Ave., N.W., Washington, DC, 20001 (202-662-9000 ). The Law Center Campus is not located on the undergraduate campus; however, there is a shuttle bus providing frequent service to and from both campuses.

The Georgetown University Center for Retirement Initiatives is located at 500 1st Street, NW. just next door to the Law Center.


The Law Center is easily accessible by Metro, the subway system of the Washington area. Take the Red Line to Union Station and exit onto Massachusetts Avenue. Turn right on Massachusetts Avenue and walk two blocks to the corner of Massachusetts Avenue and New Jersey Avenue. Turn left on New Jersey Avenue. The Law Center will be on your right.


From Northeast of Washington, D.C. (New York, Philadelphia, Baltimore): Follow I-95 South. At the I-495 Junction, follow the signs toward 95 South to Richmond. **Take the Baltimore-Washington Parkway/ I-295 exit (west). Take the Baltimore Washington Parkway to US 50 (New York Avenue). Follow 50 heading west into Washington, DC. Make a left onto North Capitol Street, then make a right onto Massachusetts Avenue. Before the next light, make a left on New Jersey Avenue, and immediately bear right on First Street. The main Law Center building, McDonough Hall, will be on your right.

From South or East of Washington, D.C. (Norfolk, Richmond, Williamsburg): Follow I-95 North. At the I-495 junction, 95 will turn into 395. Follow 395 North to Washington, DC. Cross the 14th street bridge and keep to the right. Continue following signs for 395 North and take the D Street/ US Senate exit. Continue following the signs for 395 North and continue into the D street tunnel (stay in the far right lane). In the tunnel, take the D Street exit and make a right at the first traffic light. Turn left onto New Jersey Avenue, and the Law Center will be on your left hand side.

From South or West of Washington, D.C. (Charlottesville or Nashville): Take I-66 East to Washington. Cross the Theodore Roosevelt Bridge and follow signs for Constitution Avenue. Take Constitution Avenue until it ends. Make a left onto Louisiana Avenue, and then make a left onto New Jersey Avenue. The Law Center will be on your left.

From Northwest of Washington (western Pennsylvania, western Maryland): Follow I-270 south. Where 270 divides, follow the signs to 495 east toward Silver Spring. Take the Baltimore Washington Parkway to US 50 (New York Avenue). Follow 50 heading west into Washington, DC. Make a left onto North Capitol Street, then make a right onto Massachusetts Avenue. Before the next light, make a left on New Jersey Avenue, and immediately bear right on First Street. The main Law Center building, McDonough Hall, will be on your right.

Parking: Parking is very limited around the Law Center. There is a parking garage across the street from the Law Center at 601 New Jersey Avenue, NW. There is also limited metered parking available around the Law Center.


Amtrak: 1-800-USA-RAIL or 1-800-USA-RAIL

Take the train to Union Station, then follow the Metro directions above.


Washington Reagan National Airport is the closest and most convenient airport, as it is only 6 miles from the Law Center. Transportation to the Law Center from National Airport is available by Taxi or Metro.

By taxi, travel time to the Law Center is about 15 minutes, and the fare is approximately $15.00. Be sure to tell the driver that you are going to the Law Center, NOT the main undergraduate campus.

By Metro, allow approximately 30 minutes. The Metro station is located across the street from the main terminal at National Airport. Take the Yellow Line to Gallery Place. When you arrive at Gallery Place, transfer to the Red Line (in the direction of Glenmont) and get off at Union Station. Then follow the directions above.

Baltimore Washington Airport (BWI) and Washington Dulles Airport (IAD) are often less expensive than flying into Washington National airport. BWI and Dulles airports are approximately 30 miles from the Law Center.

A taxi from BWI will cost approximately $50.00, however, you can take a shuttle bus from the airport to the MARC train station. The ride to Union Station will cost $6.00. For more information, please visit the Maryland Transportation website or the BWI website.

A taxi from Washington Dulles to the Law Center will also cost about $50.00; however, you can take the Washington Flyer to the West Falls Church Metro Station. Take the Orange Line (towards New Carrolton) and transfer at Metro Center to the Red Line (toward Glenmont). Exit the Red Line at Union Station and follow the directions above. For more information, visit the Washington Flyer website.

Hotel Information

If you would like to make reservations at a hotel closest to the Georgetown CRI’s offices at 500 1st Street NW, Washington, DC, we are next to Georgetown’s Law School.  Please check this website and click on the links to view hotels:

Hotel Information Link: https://campustravel.com/university/georgetown-law/

Discounts are available to guests attending meetings at Georgetown (make sure to specify “Georgetown University Law School.”)

COVID-19 Requirements to Visit Georgetown University

In accordance with Georgetown’s visitor vaccination requirement, forum attendees must have received a primary series and, when eligible, an additional dose of a COVID-19 vaccine, OR attest to having a medical or religious exemption. Attendees need to follow the University’s protocol for verifying their vaccination status and complete a health attestation on the first morning of the forum to attest that they are symptom-free.

Before the forum, please submit your vaccination documentation OR attest to your medical or religious exemption here. On the first morning of the forum, you will also be sent an email from Georgetown so that you can complete the health attestation. For more information on the University’s public health guidelines, visit Georgetown’s Public Health and University Operations page or the FAQ page for Georgetown events and visitors.

We will also abide by all other state, local, and venue COVID-19 policies and will make available masks and hand sanitizer at the forum and the evening dinner. Current guidelines do not require face masks in public spaces. However, we encourage participants to take the precautions they prefer, including wearing face masks. If the COVID guidelines change before the start of the forum, we will communicate directly with attendees.

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(Available to invited guests only)

Chatham House Rule applies:
To facilitate open discussion, participants are free to use the information received, but neither the identity nor affiliation of the speaker(s), nor that of any other participant, may be revealed.

Monday, October 3, 2022

(Subject to changes/substitutions)

12:00 p.m. –12:45 p.m.

Registration and Networking
(Refreshments and light snacks available all afternoon)

12:45 p.m.–1:00 p.m.

Opening and Welcome

1:00 p.m.–1:50 p.m.

How Resilient Are Investing Strategies and Products to Changing Economic Conditions, Market Volatility, and Rising Global Political Instability?

1:50 p.m.–2:20 p.m.

Congressional Update

2:20 p.m.–3:10 p.m.

How Does the Constant Threat of Litigation Shape Trends in Plan Design and Management, and Are They Always in the Best Interest of Plan Participants?

3:10 p.m.–3:20 p.m.


3:20 p.m.–4:10 p.m.

What Roles Can Data, Customization, and Active Management Play in Making Sure a Plan Participant Has the Appropriate Asset Allocation?

4:10 p.m.–5:00 p.m.

Is the Modernization of DC Plan Investments Necessary to Make Plans More “Retirement Income-Ready?”

5:00 p.m.

Program Concludes for the Day

6:00 p.m.–9:00 p.m.

Evening Networking and Dinner

Tuesday, October 4, 2022

(Subject to changes/substitutions)

7:30 a.m.–8:30 a.m.

Registration, Breakfast, and Networking

8:30 a.m.–8:40 a.m.

Opening and Welcome

8:40 a.m.–9:30 a.m.

How Have the Types and Demand for Different Asset Classes and Investment Options Evolved in Recent Years in the U.S. and Other Countries?

9:30 a.m.–10:20 a.m.

What’s the Potential Missed Opportunity and Future Potential for Greater Asset Diversification Using Alternative Assets to Boost Long-term Retirement Income Outcomes?

10:20 a.m.–10:30 a.m.


10:30 a.m.–11:00 a.m.


11:00 a.m.–11:50 a.m.

What Are the Key Challenges, Practical Considerations, and Predictions for Near and Long-Term Innovation in DC Plan Investment Strategies and Design?

11:50 a.m.–12:00 p.m.

Program Concludes


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