Retirement Income Summit 2017 - Chicago | Investment News | 18 July 2017 | Westin Chicago River North, 320 North Dearborn Street Chicago, IL 60654
Venue
Westin Chicago River North
Westin Chicago River North, 320 North Dearborn Street Chicago, IL 60654
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| Event Date | Tue Jul 18 EDT (over 7 years ago) |
| Location |
Westin Chicago River North
320 North Dearborn Street Chicago, IL 60654 |
| Region | Americas |
Details
These are challenging times for investors. 10 years of low interest rates and near-bottom yields have dampened core bond performance, hurting many income-seeking investors. The search for Alpha is equally challenged as the bull market continues its ride. While volatility remains low, so are the returns. Join us as we discuss how fixed income solutions and liquid alternative strategies can be used in todays environment.
Speakers
Becky Bell, CFP®
Vice President, Alternative Channels, Longbridge Financial
Bradley Camden, CFA
Director, Fixed Income Strategy Northern Trust Asset Management
Natalie Choate, Esq.
Nutter, McClennen & Fish
Robert DeChellis
President and Chief Strategist, Allianz Exchange, and Chairman of the Insured Retirement Institute (IRI) Board of Directors
Glenn A. Dial
Managing Director and Head of Retirement Strategy, Allianz Global Investors
Chuck DiVencenzo
Vice President, Advanced Markets, Allianz Life Insurance of North America
Amy Florian
CEO, Corgenius
Mary Beth Franklin, CFP®
Contributing Editor, InvestmentNews
Shelley Giordano
Chair, Funding Longevity Taskforce
Kyle Hiatt
EVP Institutional Business Development, Orion Advisor Services, LLC
Jamie Hopkins
Associate Professor of Taxation, The American College of Financial Services
Michael Kitces
Partner and Director, Pinnacle Advisory Group and Co-Founder, XY Planning Network
Jeffrey Kleintop, CFA
Senior Vice President, Chief Global Investment Strategist, Charles Schwab & Co., Inc.
Phil Lubinski, CFP®
Partner, First Financial Strategies LLC and Strategic Distribution Institute, LLC
Nag Odekar
Vice President, Marketing – Individual Markets, Great-West Financial
Wade Pfau, Ph.D.
Professor of Retirement Income, The American College of Financial Services
Barry Sacks, J.D., Ph.D.
Longevity Funding Task Force
Mark Schoeff, Jr.
Reporter, InvestmentNews
Ryan Sullivan
VP, Head of Investor Education
Maureen Thompson
Vice President of Public Policy, CFP Board
Sponsors & Partners
Premier Sponsor:
Allianz Global Investors
Allianz Life Insurance Company of North America
Silver Sponsor:
Great-West Financial
Northern Trust Asset Management
Luncheon & CE Session Sponsor:
Longbridge Financial
Bronze:
AXA
Tech Sponsors:
Advizr
CircleBlack
eMoney Advisor
Envestnet | Tamarac
Orion Advisor Services, LLC