Spark Forum 2019 | The Spark Institute, Inc. | 3 November 2019 | The Breakers, Palm Beach, FL, 1 S County Rd, Palm Beach, FL 33480, USA

The SPARK Forum presents outstanding educational and networking opportunities for a broad array of companies and executives, including:

• Recordkeeping Administrators
• Investment Advisors and Management
• TPA Owners and Management
• Independent Record Keepers
• Fund Companies and Investment Managers
• 403(b) Service Providers
• Sales and Marketing Executives and Managers
• Product Development Executives
• Financial Advisors and RIAs
• Government Affairs Representatives
• Legal, Risk Management and Compliance Professionals

2019 Speakers

Rob Barnett
Group VP, Head of Intermediary Sales Distribution, Wilmington Trust

Chris Biddle
Executive Director, Kentucky Public Employees’ Deferred Compensation Authority

C hris Brodersen
Blockchain Specialist Leader, Technology Group, Deloitte Consulting LLP

Fareed Bukhari
Director, Product Marketing, Agari

Bill Byerly
EVP & Global General Manager of Retirement Solutions, FIS

Philip Chao
Principal and CIO, Chao & Company, Ltd.

Scott Colangelo
Chairman, Prime Capital Investment Advisors

Jason Colarossi
Vice President, Head of Strategic Accounts, Franklin Templeton Investments

Bob Collie
Head of Research, Willis Towers Watson

Matt Condos
Vice President, Lincoln Financial Group

Marisol Cruz Cain
Assistant Director, GAO

Dick Darian
CEO, Wise Rhino Group

Chris Diprimio
Director, Senior Product Strategist, BlackRock

Michael Doshier
Sr. DC Advisor Strategist, T. Rowe Price

John Dulay
Financial Advisor, Raymond James

Terry Dunne
SVP, Managing Director, Millennium Trust Company

John B. Emerson
Vice Chairman, Global Distribution, Capital Group International, Inc.

Jeff Evers
Principal Consultant, Enterprise Iron Financial Industry Solutions, Inc.

Ralph Ferraro
SVP, Head of Product and Solutions Management, Lincoln Financial Group

Rick Floress
Senior Vice President, Risk Management, FIS

Tara Fung
Vice President, CommonBond for Business

Chris Gaston
Senior Policy Director, Davis & Harman LLP

Larry Goldbrum
SVP, Director of ERISA Fiduciary Services, Retirement Strategies Group, Reliance Trust, An FIS Company

Yalmore Grant
Director of Information Security, SS&C Technologies

Frank Gregory
Senior Business Development Consultant, iraLogix

Mike Hadley
Partner, Davis & Harman LLP

Phillipa Healy
Senior Vice President, PIMCO

Roberta Hess
CEO, Princeton Marketing

Olivia Jack
Senior Analyst, Corporate Insight

Vinitha Kaushik
Director, Defined Contribution Investment Strategist, BlackRock

Kathleen Kennedy Townsend
Director of Retirement Security, Economic Policy Institute

Ronnie Kher
Director, Business Development – Insurance, R3

Kevin Kilcarr
Senior Managing Director, Retirement Services, Enterprise Iron Financial Industry Solutions, Inc.

Rich Linton
EVP of Group Distribution and Operations, Empower Retirement

Peter Lohri
Partner, Enterprise Iron Financial Industry Solutions, Inc.

Jim Lyday
Managing Director, Pensionmark

Don Macquattie
Head of Sales, Raymond James, Institutional Fiduciary Solutions

Steven Malin
Adjunct-Full Professor of Economics and Public Administration, City University of New York

Doug Mcintosh
VP, Investments, Prudential Retirement

John Mitchem
Principal, JM3 Projects

Kevin Murphy
Senior Vice President, Head of DC Strategic Accounts, Franklin Templeton

Brian Palmer
IT Analyst, GAO

Marc Pester
Senior Vice President, Prudential Retirement

Matt Petersen
Executive Director, NAGDCA

Doug Peterson
CISO, Empower Retirement

Tim Pitney
Managing Director, Institutional Investments Distribution, TIAA

Peter Preovolos
President & CEO, Penchecks

Eugeny Prudchyenko
CEO, EvoShare

BJ Ralston
Director, Legal, Compliance, and Risk, Retirement Solutions, SS&C

Tim Rouse
Executive Director, SPARK Institute

John Saeli
Managing VP, Strategy Development & Implementation, ICMA-RC

Tina Sanchez
Managing Director, Head of BlackRock U.S. & Canada Defined Contribution National Accounts, BlackRock

Michael Shaffer
Director, Relationship Management, SS&C Retirement Solutions

Chantel Sheaks
Executive Director, U.S. Chamber of Commerce

Brent Sheppard
Partner, Financial Advisor, Cadence Financial Management

Lisa Smith
SVP, Retirement Relationship Management, Fidelity Investments

Jeremy Stempien
Principal, Portfolio Manager and Strategist, QMA

Danny Streiff
VP Strategic Partner Sales, HealthEquity

Mike Tipton
Director, Key Accounts, ISS Market Intelligence (MI)

Andrew Way
Director of Research, Corporate Insight

Dr. William West
SVP Business Development and Legislative Affairs, HealthEquity

Snezana Zlatar
SVP, Head of New DC Solutions, Prudential

2019 Sponsors

PLATINUM SPONSOR:
• SS&C

GOLD SPONSORS:
• Black Rock
• Empower Institutional
• FIS
• Health Equity
• Lincoln Financial Group
• Pen Checks Trust
• Prudential
• Wells Fargo

SILVER SPONSORS:
• Bright Scope
• Core Solutions
• Corporate Insoght
• Enterprise Iron
• TIAA

BRONZE SPONSORS:
• Franklin Templeton Investments
• PIMCO
• Raymond James
• Wilmington Trust
• WiPN