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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Fred Barstein, The Retirement Advisor University
Jim McCool, Schwab
Jerry Bramlett, Dimensional Managed DC
Warren Cormier, Boston Research Group
Bob Francis, BlackRock iShares
Bob Guillocheau, Ascensus
Rich Linton, BofA Merrill Lynch
Randy Long, SageView Advisory Group
Joe Masterson, Diversified Investment Advisors
Jude Metcalfe, DST Retirement Solutions
Joe Mrozek, BofA Merrill Lynch
Charlie Nelson, Great-West
Stig Nybo, Transamerica Retirement Services
Pat Oberlander, UBS
Fred Reish, Reish & Reicher
Mike Sigmund, ACS
Bill Yoerger, OneAmerica
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