Retirement Plan Advisor Summit - Central 2023 | Institutional Investor | 11 July 2023 | Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, US
Venue
Four Seasons Hotel Chicago
Four Seasons Hotel Chicago, 120 E Delaware Pl, Chicago, IL 60611, US
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| Event Date |
Tue Jul 11 CDT - Wed Jul 12 CDT (over 1 year ago)
In your timezone (EST): Tue Jul 11 1:00am - Wed Jul 12 1:00am |
| Location |
Four Seasons Hotel Chicago
120 E Delaware Pl, Chicago, IL 60611, US |
| Region | Americas |
Details
Over one and half days, Institutional Investor’s Inaugural Retirement Plan Advisor 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.
Over the past 32 years, Institutional Investor has developed deep expertise within the defined contribution industry and has built c-suite level relationships with the most significant plan sponsors across the country. It has recently created elite memberships, conferences, and content for the flourishing independent registered investment advisor businesses. Building on the success of these endeavors, the next step was clear: create a unique, elite conference for retirement plan advisors. This critical group meets at the retirement planning and financial advisor populations.
Speakers
2023 Speakers
Vincent Allegra
Senior Managing Director, Mesirow
Frank Bitzer
National Director of ERISA Consulting, Marsh McLennan Agency, Retirement Services
Sean Bjork
President, Bjork Asset Management, Inc.
Chris Braccia
Chief Investment Officer, Manhattan Ridge Advisors
Jeff Cullen
Chief Executive Officer, Strategic Retirement Partners
Brett Dankowski
Sr Retirement Plan Consultant, OneDigital
Kelli Davis
VP Retirement Plan Consulting, CSi Advisory Services, a division of HUB International
John Doyle
SVP, Senior Retirement Strategist, Capital Group/American Funds
Wendy Eldridge
Partner, Marcum Wealth
Jessica Fox
MD, Head of Strategic Accounts, Nuveen
Ryan Franken
National Sales Manager - Institutional Markets, Transamerica
Lorenzo Gaudioso
Retirement Plan Advisor, Carson Wealth
Adam Greetis
Partner, Employee Benefits, Seyfarth & Shaw
Steven Johnian
Alliance Relationship Manager, SFP Wealth
John Jurik
National Practice Leader, Gallagher
Chris Karam
Chief Investment Officer, Finspire
Sean Kenney
Co-Head of US Retail, Head of DC, MFS Investment Management
TJ Kistner
Chief Investment Officer, Retirement Plan Advisors, LLC
David Montgomery
Director of Retirement Investment Services, OneDigital
Ramesh Poola
Chief Investment Officer, Fiduciary Services, Creative Planning
Patrick Rieck
VP Product, Retirement and Private Wealth, HUB International
Michael Sasso
Principal, CAPTRUST
Joshua Schwartz
President, Retirement Plan Advisors
Loukas Stephens
Vice President, Defined Contribution, Fisher Investments
David Stofer
Managing Director, Mariner Retirement Advisors
Leah Sylvester
Partner, Director - Retirement Plan Services, Shepherd Financial
Sponsors & Partners
2023 Sponsors
CO-SPONSORS:
• Allianz
• Capital Group
• Fisher Investments Institutional Group
• Marsh McLennan Agency
• MFS
• Nuveen
• Transamerica
ASSOCIATE SPONSORS:
• Nationwide
• New York Life
• The Standard