Agenda
401kWire's Thought Leadership Series
Influencers' Summit 2009: DC-IO
May 5-6, 2009
Omni Shoreham Hotel / Washington, DC
As of April 25, 2009. Agenda subject to change.
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Tuesday, May 5
6:00 p.m. - 9:00 p.m.
Pre-Conference Reception
and Awards
6:00 p.m. - 7:00 p.m.
Registration & Refreshments
7:00 p.m. - 8:00 p.m.
Welcome and Opening
- Sean Hanna, The 401kWire.com
- David Wray, PSCA
Most Influential Award Presentation
- The Honorable George Miller (Invited)
- Presentation by Phil Masterson, SEI Investments
8:00 p.m. - 9:00 p.m.
Post-Award Networking & Dessert
- Network with the 100 Most Influential of the Defined Contribution Industry.
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Wednesday, May 6
8:00 a.m. - 5:00 p.m.
Conference Registration
8:00 a.m. - 8:30 a.m.
Refreshments & Registration
Sponsored by SEI
8:30 a.m. - 8:45 a.m.
Opening Remarks
Neil Bathon
Conference Chair
Managing Director, PMR Associates, LLC
8:45 a.m. - 9:45 a.m.
Mega Market Panel
- Robert Capone, BNY Mellon
- Susan Sinclair, Towers Perrin
- Sandra McCarthy, ING IPS
- Steve Ulian, Fidelity Investments
9:45 a.m. - 10:45 a.m.
Large Market Panel
- Jim Stueve, Ridgeworth
- Patrick Oberlander, Director of Corporate Retirement Plans, UBS
- Laurie Nordquist, Wells Fargo
- Don Salama, NY Life
- Marc Zimmerman, Mahoney & Assoc
10:45 a.m. - 11:15 a.m.
Refreshment Break
11:15 a.m. - 12:15 p.m.
Mid Market Panel
- Al Chingren, American Century
- Charlie Nelson, Great-West
- Rick Mason, ING
- Mike Dicenso, Gallagher Retirement
- Mark Davis, CapTrust
12:30 p.m. - 1:45 p.m.
Luncheon with Keynote
Robert Reynolds
CEO, Putnam Investments
1:45 p.m. - 2:45 p.m.
Hot Topics Panel
Gathering and tracking the data flow between asset managers and
recordkeepers in multi-manager products
- Fred Barstein, 401kExchange
- Warren Cormier, Boston Research Group
- John Moody, Matrix
- John Carl, Retirement Learning Center
2:45 p.m. - 3:45 p.m.
Small Market Panel
- David Musto, JPMorgan Asset Management
- Bryant Kirk, The Newport Group
- Jamie Ohl, The Hartford
- Art Creel, John Hancock
- Al Otto, One Fiduciary Group
3:45 p.m. - 4:15 p.m.
Afternoon Break
4:15 p.m. - 5:15 p.m.
Micro Market Panel
- Scott Kilgallen, Goldman Sachs
- Keith Piken, Bank of America
- Bob Guillocheau, Ascensus
- Bill Yoerger, OneAmerica
- Steve Dimitriou, Mayflower Advisors
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Agenda is subject to change
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2009 Platinum Sponsor
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2009 Gold Sponsors
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