Tuesday, September 8 | ||||
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Golf Outing | |||
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Sponsor Reception |
Wednesday, September 9 | ||||
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Registration Opens | |||
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General Conference Welcome Kim McDaniel & Rick Rodgers |
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Economic Update Gibson Smith, Janus Capital |
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The Future of Retirement Jean Young, Vanguard |
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Lunch On Your Own |
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Planning for Healthcare Costs in Retirement Gibson Smith, Janus Capital |
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Fiduciary Responsibility Vicky Johnson, Davis, Graham & Stubbs |
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Coffee Break | |||
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Investing Fundamentals Michael C. Eldredge, Mass Mutual |
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Understanding Equity Valuations – Then and Now Minyoung Sohn, Arrowpoint |
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Reception, Dinner & Keynote Speaker Sponsored by Natixis Dr. Klinton Kranski, “Removing Barriers for Optimal Health During Retirement” |
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John M. Sopranuk Award and Trivia Rick Rodgers, CPPC |
Thursday, September 10 | ||||
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Buffet Breakfast | |||
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Guide to Retirement Kevin Morgan, JP Morgan |
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Target Date Design & Due Diligence Rick Rodgers, Innovest Portfolio Solutions |
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Coffee Break | |||
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Regulatory & Compliance Panel Pamela Lewis-Marlborough & Rod Crane, TIAA-CREF |
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Effective Engagement in the Digital Era Alex Hannah, ICMA-RC |
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Lunch On Your Own |
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The Role of Liquid Alternatives in a Durable Pension Plan Patrick Lee, Natixis |
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Retirement Readiness…What’s the Point? Trampus Bright, Voya |
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Coffee Break | |||
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Active vs. Passive Investing Panel Discussion TJ McConnville, Becker Capital Management & Marco Merz, Blackrock |
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Cocktails | |||
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Dinner & Evening Activities Sponsored by GW&K Casual Attire: Shorts and sandals |
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Friday, September 11 | ||||
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Breakfast Buffet | |||
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Washington Update Marilyn Collister, Empower |
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Fixed Income Market Update Kevin Curtis, PIMCO |
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Coffee Break | |||
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Best Practices in Participant Education Katie Sauer, PhD, University of Colorado |
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Energy Update Charles “Chuck” Anderson, OFI Global |
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Conference Adjourns |