Park Hyatt Chicago
Park Hyatt Chicago, 800 N Michigan Ave, Chicago, IL 60611, USA

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Event Date Tue Jul 16 EDT - Wed Jul 17 EDT (over 2 years ago)
Location Park Hyatt Chicago
800 N Michigan Ave, Chicago, IL 60611, USA
Region Americas

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?


2019 Speakers

John Curry
Senior Director, Marketing, CAPTRUST

Joseph Gastaldi AIF®, CBFA, C(k)P®
Partner, Senior Advisor, Cafero Greenleaf

Mark Wetzel
President, Fiduciary Investment Advisors, LLC

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

Gregory Cimmino, CFP, AIF
Managing Partner, Institutional Investment Consulting

Todd Kading, CFP®, CPFA™, RF™
President, LeafHouse Financial

Pamela Popp
President, Lockton Retirement Services

David Stofer, ChFC®, , CLU
Managing Director, Mariner Wealth Advisors

Scott Colangelo
Chairman, Prime Capital Advisors

Doug Prince, AIFA
Co-Founder, Advisor, ProCourse Advisors

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

Vincent Morris
President, Resources Investment Advisors, Inc.

Joshua Schwarz
President, Retirement Plan Advisors

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

Jeff Cullen
Managing Partner, Strategic Retirement Partners

Michael Welz
President & Chief Investment Officer, USI Consulting Group

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

Sponsors & Partners

2019 Sponsors

• PGIM Investment
• T. Rowe Price (Pending confirmation)

• AB
• Capital Group | American Funds
• First Eagle Investment Management
• MFS Investment Management
• Natixis
• State Street Global Advisors
• Wells Fargo Asset Management

• Blackrock