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 March 5, 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.
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.
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
Track B
Target Date Funds
What role do target date and asset allocation funds have in plans
after their disappointing performance in 2009.
12:30 p.m. - 2:00 p.m.
Luncheon with Keynote
2:00 p.m. - 2:15 a.m.
Cell Phone Time
2:15 a.m. - 3:30 p.m.
PM Breakout Sessions
Track A
The Data Hub
Gathering and tracking the data flow between asset managers and
recordkeepers in multi-manager products
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.
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.
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Agenda is subject to change
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