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 Global –MLPs
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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