Past Conferences – 2013

August 21-23, 2013

Cheyenne Mountain Resort

Wednesday August 21, 2013

Hal Bjornson, JP Morgan – Economic Update

Rebecca Franciscus, US Securities & Exchange Commission – Outsmarting Investment Fraud

Rick Rodgers, InSight Financial Literacy for Plan Participants

Mike Barclay, Columbia Management – The Importance of Dividend Investing

Rick Rodgers, InSight – Managing the Due Diligence Process

Greg Brown, OFI GlobalMLPs

Thursday August 22, 2013

Kathy Odle, Sherman & Howard – Impact of the Colorado Civil Union Act on Public Plans

Rick Rodgers, InSight – Investing Fundamentals for Every Trustee

Scott Middleton & Gordon Tewell, Innovest Portfolio Solutions – Alternatives Aren’t Just for DB Plans Anymore

Cathe Tocher, Great-West – Trends & Long Term Outlook of Fixed and Stable Value Funds

Marie Swartzwelder, Prudential Fee Leveling Considerations & Options

Dave Jilek, Natixis – Alternate Asset Classes

Troy Dryer, VALIC – Social Media & Communication for Participants

Friday August 23, 2013

Scott P. Steele, CFA, PIMCO – What’s Next for Returns? Breaking with Tradition

Rod Crane, TIAA-CREF – Retirement Income Products

Kelly Esselman, Mercer – Impact of Affordable Care Act on Public Sector

Jared Martin, ICMA-RC – Tax Advantaged Saving & Spending


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