Retirement Plan Advisor Summit 2018 | Institutional Investor | 17 July 2018 | Park Hyatt Chicago, 800 N Michigan Ave, Chicago, IL 60611, USA

Retirement plan advisors are one of the most dynamic groups in the financial services industry, an industry which is itself beginning to eclipse the institutional market in terms of assets under management and advisement as well as importance in the global capital markets. While asset flows to advisors continue to swell, snowballing M&A activity is creating an increasingly concentrated (and therefore competitive) market, with large firms growing larger and more sophisticated. Will this become an era of winners and losers? How can smaller firms carve out a niche in this environment? How can larger firms continue to evolve and adapt to meet the diverse and demanding needs of their client base? How do wirehouse advisory groups leverage the vast resources of their firm to gain a competitive edge and grow market share?

Staying Competitive in the Age of the Expert Advisor

Over the course of 1.5 days, c-suite level executives from the most innovative and important retirement plan advisor firms will learn about and share ideas and experiences on some of the issues likely to have the greatest impact on their clients and their businesses in 2018 and 2019. The session themselves will be formatted as case studies, expert perspectives, opinions, discussion tables, and workshops.

The 2018 preliminary agenda is currently being developed with the latest trends and most actionable insights in the sub-advisory space. We will keep you updated with the latest agenda as we approach the event.

2018 Advisory Board

Daniel Peluse
Director of Retirement Plan Services, Wayne Hummer Investments, Wintrust Wealth Management

Doug Prince, CPA, AIDA, PRP
Chief Executive Officer, ProCourse Fiduciary Advisors

Todd Hughes, JD
Director, ERISA & Vendor Services, Pension Consultants, Inc.

Joshua Schwarz
President, Retirement Plan Advisors

Jim Sampson
Director, Retirement Advisory Services, Hilb Group Retirement Services

Joshua E. Ulmer
Corporate Client Group Director, SeaPort Group at Morgan Stanley

Gary Handler
Senior Vice President, Investments, Raymond James Institutional Consulting

Jeff Cullen
Managing Partner, Strategic Retirement Partners

Michael Welz
President & Chief Investment Officer, USI Consulting Group

Mark Wetzel
President, Fiduciary Investment Advisors, LLC

Jennifer Breton
Partner, Lebel & Harriman, LLP

2018 Sponsors

LEAD SPONSORS:
• AMERICAN CENTURY INVESTMENTS
• T. ROWE PRICE

CO-LEAD SPONSORS:
• AB
• MFS
• State Street Global Advisors