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Event Date |
Sun Nov 5 PDT - Tue Nov 7 PST (about 1 year ago)
In your timezone (EST): Sun Nov 5 2:00am - Tue Nov 7 3:00am |
Location |
The Breakers Palm Beach
1 S County Rd, Palm Beach, FL 33480, USA |
Region | Americas |
Our signature event, this forum, is the world’s most important gathering of senior executives in the retirement plan community!
Join us at a favorite gathering spot for 3-days of actionable insights, inspiration, networking and solution-provider access that leaders rely on to drive stronger performance.
2023 Speakers
Rob Barnett
President & Chief Executive Officer Great Gray, Trust Company
Philip Chao
Principal & CIO, Experiential Wealth
Diana Curran
Vice President of People & Culture, Signature HealthCARE
Mike Dullaghan
Director, DCIO Content & Sales Enablement Putnam Investments
Rachel Duncan
Vice President, Relationship Management Lincoln Financial Group
Michael Ellison
President, Corporate Insight
John Faustino
Head Fi360, a Broadridge company
Chris Gaston
Principal, Director of Government Relations Davis & Harman LLP
Kourtney Gibson
Senior Vice President, Chief Institutional Client Officer TIAA
Mike Hadley
Partner, Davis & Harman LLP
Michael Karicher
Chief People Officer, Sonida Senior Living Corp
Lauren Leneis
Senior Program Manager Enterprise, Iron Financial Industry Solutions, Inc.
Joey Leonhardt
VP of Human Resources, Care Initiatives
James Liberi
Senior Director Business Development, IRALOGIX
Don MacQuattie
Sales & Distribution Leader, Raymond James - Institutional Fiduciary Solutions
Adam McMahon
Partner, Davis & Harman LLP
Nick Porter
President, Premier Workforce Solutions, LLC
Tim Rouse
Executive Director, SPARK Institute
Lee Ann Schwartz
Manager - Retirement Plan Design, SS&C Technologies
Tim Scott
Partner Enterprise, Iron Financial Industry Solutions, Inc.
Joe Smolen
Senior Vice President, Core & Institutional Markets Empower
Snezana Zlatar
Consultant, Redwood
2023 Sponsors
GOLD SPONSORS:
• Nuveen
• Putnam
• SS&C
• Broadridge
• Empower
• FIS
• Great Gray
• Lincoln
• NTT Data
SILVER SPONSORS:
• MissionSquare
• Raymond James
• Allianz
• BlackRock
• Millenium TRust Company
• Congruent
• Enterprise Iron