# Annual DCI Half Moon Bay Symposium

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

## About

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 links

- [Official website](https://register.institutionalinvestor.com/dc-institute-half-moon-bay-2026)
- [Registration](https://www.institutionalinvestor.com/register)

## Topics

- Banking & Finance

## Speakers

- Hank Levy, Treasurer-Tax Collector/Plan Trustee, Alameda County
- Bill Bercek, Amazon
- Demi Hannon, Senior Director, Global Financial Benefits and Wellbeing, Boeing
- Sandy Blair, Administrator, California Savings Plus
- Diane Chui Justen, Director, Plan Administrator, City and County of San Francisco
- Vicky Erwin, Senior Investment Director, Pensions and Benefits
- Chip Weule, Chief Benefits Officer, Fire and Police Association of Colorado
- Liz Kindseth, Senior Director, Retirement Programs, First Student
- Kyle Cotrufello, Benefits Program Manager, Google
- Karen Alsup, Officer, Senior Managing Director Institutional Investments, Hearst Corporation
- Roger Paschke, Chief Investment Officer, Hearst Corporation
- Josh Newmister, Treasury Director- Retirement Investments, Intel
- Lynn Perrey, Director, US Retirement and Audit
- Shafer Smith, Portfolio Manager, Public Equities, Lockheed Martin
- Brad Kuebler, Principal, Milliman
- Dan Salemi
- Brian Tiemann, Partner, Employee Benefits and Executive Compensation, MWE
- Steve McCaffrey, Senior Counsel, National Grid USA
- Ron Shaw, Paychex
- Sharon Hazy, Corporate Benefits Manager, PNC

## Where to stay

- **Ritz Carlton Half Moon Bay**: 20 m from the venue
- **Half Moon Bay Lodge**: motel, 1.2 km from the venue
- **Aristocrat Hotel**: 1.7 km from the venue, 1400 Cabrillo Highway South, Half Moon Bay, 94019
  - [Hotel website](https://www.bestwestern.com/en_US/book/hotels-in-half-moon-bay/aristocrat-hotel-bw-signature-collection/propertyCode.05740.html)
  - Phone: +1-650-713-5151

## Related events

- [AI Risk Summit 2026](https://www.luminik.io/events/ai-risk-summit-half-moon-bay/)
- [CISO Forum 2026](https://www.luminik.io/events/ciso-forum-half-moon-bay-52c22146f1c6/)
- [California Marine Affairs & Navigation Conference Fall Meeting](https://www.luminik.io/events/california-marine-affairs-navigation-conference-fall-meeting/)
- [Agribusiness Executive Forum](https://www.luminik.io/events/agribusiness-executive-forum/)
- [ALDA Fall Senior Executive Conference](https://www.luminik.io/events/alda-fall-senior-executive-conference/)
- [Annual Real Estate West Forum](https://www.luminik.io/events/annual-real-estate-west-forum/)

Source: https://www.luminik.io/events/annual-dci-half-moon-bay-symposium/