Past Conferences – 2015


Tuesday, September 8
11:00 am Golf Outing
6:00 pm Sponsor Reception
Wednesday, September 9
8:30 am Registration Opens
10:00 am – 10:10 am General Conference Welcome
Kim McDaniel & Rick Rodgers
10:10 am – 11:00 am Economic Update
Gibson Smith, Janus Capital
11:00 am – 11:50 am The Future of Retirement
Jean Young, Vanguard
11:50 am – 1:30 pm Lunch
On Your Own
1:30 pm – 2:20 pm Planning for Healthcare Costs in Retirement
Gibson Smith, Janus Capital
2:20 pm – 3:10 pm Fiduciary Responsibility
Vicky Johnson, Davis, Graham & Stubbs
3:10 pm – 3:30 pm Coffee Break
3:30 pm – 4:20 pm Investing Fundamentals
Michael C. Eldredge, Mass Mutual
4:20 pm – 5:10 pm Understanding Equity Valuations – Then and Now
Minyoung Sohn, Arrowpoint
6:30 pm – 8:30 pm Reception, Dinner & Keynote Speaker
Sponsored by Natixis
Dr. Klinton Kranski, “Removing Barriers for Optimal Health During Retirement”
8:30 pm – 9:30 pm John M. Sopranuk Award and Trivia
Rick Rodgers, CPPC
Thursday, September 10
7:30 am – 8:30 am Buffet Breakfast
8:30 am – 9:20 am Guide to Retirement
Kevin Morgan, JP Morgan
9:20 am – 10:10 am Target Date Design & Due Diligence
Rick Rodgers, Innovest Portfolio Solutions
10:10 am – 10:20 am Coffee Break
10:20 am – 11:10 am Regulatory & Compliance Panel
Pamela Lewis-Marlborough & Rod Crane, TIAA-CREF
11:10 am – 12:00 pm Effective Engagement in the Digital Era
Alex Hannah, ICMA-RC
12:00 pm – 1:30 pm Lunch
On Your Own
1:30 pm – 2:20 pm The Role of Liquid Alternatives in a Durable Pension Plan
Patrick Lee, Natixis
2:20 pm – 3:10 pm Retirement Readiness…What’s the Point?
Trampus Bright, Voya
3:10 pm – 3:30 pm Coffee Break
3:30 pm – 4:20 pm Active vs. Passive Investing Panel Discussion
TJ McConnville, Becker Capital Management & Marco Merz, Blackrock
6:30 pm – 7:00 pm Cocktails
7:00 pm – 8:00 pm Dinner & Evening Activities
Sponsored by GW&K
Casual Attire: Shorts and sandals
Friday, September 11
7:30 am – 8:30 am Breakfast Buffet
8:30 am – 9:20 am Washington Update
Marilyn Collister, Empower
9:20 am – 10:10 am Fixed Income Market Update
Kevin Curtis, PIMCO
10:10 am – 10:30 am Coffee Break
10:30 am – 11:20 am Best Practices in Participant Education
Katie Sauer, PhD, University of Colorado
11:20 am – 12:20 pm Energy Update
Charles “Chuck” Anderson, OFI Global

12:30 pm Conference Adjourns