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.
The essentials
Event details
- Dates
- 15 September 2026 to 16 September 2026
- Organiser
- Institutional Investor LLC
- Industry
- WealthTech
Agenda themes
Topics covered
- Banking & Finance
On stage
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
Logistics
Where to stay
Places to stay near the venue.
Ritz Carlton Half Moon Bay
Half Moon Bay Lodge
Aristocrat Hotel
1400 Cabrillo Highway South, Half Moon Bay, 94019
Keep planning
Related events
Spot something wrong on this page? Report a correction and we will fix it.