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Event Date |
Tue Jul 9 CDT - Wed Jul 10 CDT (5 months ago)
In your timezone (EST): Tue Jul 9 1:00am - Wed Jul 10 1:00am |
Location |
Four Seasons Hotel
120 E Delaware Pl, Chicago, IL 60611, USA |
Region | Americas |
Over one and half days, Institutional Investor’s summit will provide senior-level executives the most innovative and essential retirement plan advisor firms the opportunity to share ideas and experiences on some of the most pressing issues their clients and their businesses are facing today. The sessions will be formatted as case studies, industry-expert presentations, discussion tables, and workshops to foster collaboration and idea-sharing amongst the leaders in the ever-evolving retirement plan advisor industry. Attendees will share ideas and discuss solutions to some of the most predominant issues facing the industry today.
2024 Speakers
CO-CHAIRS:
Steve Oliver
Chief Executive Officer, Manhattan Ridge Advisors
Leah Sylvester
Partner, Director - Retirement Plan Services, Shepherd Financial