Loading…
SVIA Spring Seminar 2026 has ended
Wednesday April 15, 2026 10:45am - 11:30am CDT
For three decades, the industry has explained stable value to plan sponsors in much the same way. As rates normalize and the gap between stable value and money market narrows, the some interesting questions are coming into focus: What has the industry learned from thirty years of positioning this asset class? Where is stable value actually showing up in new product design, from co-manufactured target date solutions to retirement income structures built around decumulation? And what do plan sponsors and participants actually need from stable value in the next three years that they aren't getting today?Join our panel of industry leaders for a candid conversation about what's worked, what hasn't, and where the real innovation is happening. We'll revisit the fundamentals, challenge some long-held assumptions, and look ahead to the product and distribution shifts that will define stable value's next chapter.
Speakers
avatar for Karen Chong-Wulff

Karen Chong-Wulff

Founder & Principal, Samaritan Consulting LLC
Karen is the Founder and Principal of Samaritan Consulting LLC. With 40 years of experience in the stable value industry and a proven track record in stable value investing, she provides her clients with stable value related expert insight and strategic guidance. 
Karen was the Interim Chief Investment Officer and for over 17 years, the Head of Fixed Income at MissionSquare Retirement before serving in her current role. Prior to joining the firm, she was Senior Portfolio Manager and Director for Stable Value Investments at DuPont Capital Management... Read More →
avatar for Joe Dionne

Joe Dionne

Vice President, JPMorgan Asset Management
Joe Dionne, vice president, is a member of the Global Fixed Income, Currency & Commodities (GFICC) group. Based in Newark, Joe is an investment specialist focusing on Stable Value and Defined Contribution solutions and is responsible for stable value product design, oversight of the stable value products, wrap... Read More →
avatar for Preet Prashar

Preet Prashar

Director of Defined Contribution Strategic Research Teams, Mercer
Preet Prashar is a Director of Defined Contribution Strategic Research Teams at Mercer and is based out of the Chicago office. Preet is involved in advising Mercer’s DC clients on topics covering target date, retirement income, and stable value. He has covered research for target... Read More →
avatar for Yolanda Reyes White

Yolanda Reyes White

Relationship Manager, Morley Capital Management, Inc.
Yolanda is a relationship manager responsible for building and retaining relationships with prospective and existing clients directly and through consultants, platforms, TPAs and advisors. Yolanda has 19 years of financial service experience, including 14 years in stable value. Prior... Read More →
Wednesday April 15, 2026 10:45am - 11:30am CDT
Grand Ballroom

Sign up or log in to save this to your schedule, view media, leave feedback and see who's attending!

Share Modal

Share this link via

Or copy link