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