Venue
The Breakers Palm Beach
The Breakers Palm Beach, 1 S County Rd, Palm Beach, FL 33480, USA

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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
Details

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.

Speakers

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

Sponsors & Partners

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