Agenda
401kWire's Thought Leadership Series
Influencers' Summit 2010: DC-IO
April 20-21, 2010
Ritz-Carlton NY Battery Park / New York, NY
As of April 8, 2010. Agenda subject to change.
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Tuesday, April 20
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
- Neil Bathon, Conference Chair
100 Most Influential People in Defined Contribution Recognition
- Sean Hanna, The 401kWire.com
Most Influential Advisor Award Recognition
- Most Influential Advisor Awards for the Large, Mid, Small and Micro Markets,
- Presenter, Neil Anderson, 401kWire.com
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, April 21
7:30 a.m. - 3:30 p.m.
Conference Registration
7:30 a.m. - 8:00 a.m.
Refreshments & Registration
8:00 a.m. - 8:10 a.m.
Opening Remarks
Neil Bathon
Conference Chair
Managing Director, FUSE Research
8:10 a.m. - 9:20 a.m.
Advisor-Sold Plans
Hear from the platforms and advisors on the current trends in what
they are seeking in investment solutions.
f - Bob Guillocheau, Ascensus
- William Chetney, National Retirement Partners
- John Carl, Retirement Learning Center
- Joe Masterson, Diversified Investment Advisors
- Brian McCarthy, The Hartford (Moderator)
9:20 a.m. - 10:30 a.m.
What Top Advisors Want
Four of the 300 Most Influential Advisors share their thoughts on
what they want for their clients today.
- Jason Chepenik, Chepenik Financial
- Michael Kozemchak, Institutional Investment Consulting
- Michael Montgomery, Montgomery Retirement Plan Advisors
- Bud Pernoll, Bay Mutual Financial
- John Moody, Matrix Settlement & Clearing (Moderator)
10:30 a.m. - 11:00 a.m.
Refreshment Break
11:00 a.m. - 12:10 p.m.
AM Breakout Sessions
Track A
Using Fidiciary Tools
Working with the emerging fiduciary platforms. Where do funds fit in
their business model
- Mike Alfred, BrightScope
- Tom Kmak, Fiduciary Benchmarks
- Don Trone, Strategic Ethos
- James Stueve, RidgeWorth Investments (Moderator)
Track B
Target Date Funds
What role do target date and asset allocation funds have in plans
after their disappointing performance in 2009?
- James Lewis, Hewitt Associates
- Marc Zimmerman, Mahoney & Associates
- Drew Lawton, NYLife Retirement Plan Svs
- Dave Musto, JPMorgan (Moderator)
12:30 p.m. - 2:00 p.m.
Luncheon with Keynote
Andrew Sieg
Head of Retirement & Philanthropic Services
Bank of America Merrill Lynch
2:00 p.m. - 2:15 p.m.
Cell Phone Time
2:15 p.m. - 3:30 p.m.
PM Breakout Sessions
Track A
What is the DCIIA
The Defined Contribution Institutional Investment Association formed
this Spring to provide an independent forum for thought leadership
on advancing defined contribution and retirement income design,
including custom target-date strategies and retirement income solutions.
- Dick Davies, AllianceBernstein
- Jody Strakosch, MetLife
- Mary Beth Goltzbach, Morningstar
- Marla Kreindler, Winston & Strawn
- Lew Minsky, DCIIA (Moderator)
Track B
Making New Investment Types Fit
ETFs, commingled funds, SMAs and other investment vehicles are emerging.
Do they disrupt or boost the economics of the 401(k) ecosphere.
- Charlie Nelson, Great West Retirement Services
- Jerry Bramlett, NextStep DC
- John McAlister, Clarus Financial Group
- Nate Cassel, First Trust Portfolios (Moderator)
3:45 p.m. - 5:00 p.m.
Direct-Sold Plans
What are large plans and their consultants looking for at the largest
DC programs.
- Barbara Kontje, American Express
- Rick Mason, ING Retirement
- Thomas Schendt, Alston & Bird
- Stacy Schaus, PIMCO (Moderator)
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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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