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RIIA 2011 Spring Conference
Ibbotson/Morningstar Headquarters
22 West Washington Street
Chicago,
IL
As RIIA celebrated its 5 year anniversary, its 2011 Spring Conference
was one of the most insightful events of this year. With a focus on "The Future of Retirement Income Solutions
& Delivery", attendees participated in a day and a half packed with the industry's leading thinkers, executives, innovators and visionaries who shared their views on these key topics:
HOW CAN AMERICANS REALLY SAVE ENOUGH TO RETIRE?
Chair: Christine Benz, Morningstar |
The Retirement Puzzle in an Age of Uncertainty
Francois Gadenne, Executive Director, RIIA
Doug Short, CEO,
dshort.com |
Customizing Income Targets for Each Plan Participant
Jerry Bramlett, VP and Head of US Institutional Sales and Marketing, Dimensional SmartNest |
Barclays Retirement Income Notes — Ask and Ye Shall Receive
Leo Clark, Director, Barclays Capital |
Education Across the Silos: Boston University Center for
Professional Education
Ruth Ann Murray, Director
Illana Rosen, Program Manager |
Financing Healthcare in Retirement
MODERATOR: Ron Mastrogiovanni, CEO, HealthView Services
Bill Whitely, Chief Growth Officer, United Health Group
Nat Shapo, Partner, Katten Munchin Rosenman
Bryan Negrini, Physician and former Medical Director of Highmark (PA Blue Cross) |
Legislative Updates: Washington Activity and RIIA's Focus on New Opportunities
MODERATOR: Barry Kozak, Director of Elder Law Studies, The John Marshall Law School
Gary Baker, President, CANNEX USA
Sri Reddy, Vice President, Retirement Income Product Management, Prudential Retirement
Steve Saxon, Chairman, Groom Law Group |
THE OUTLOOK FOR SUCCESS
Chair: Anand Rao, PricewaterhouseCoopers (PwC) Diamond Advisory Services |
Retirement Income Just Got Real
Sherrie Grabot, CEO, GuidedChoice |
Leveraging Social Media to Grow Your Practice
Kristin Andree, President, Andree Media and Consulting |
Guaranteed Retirement Income: The Challenges
Larry Kiefer, Systems Officer, DST Systems |
How People Behave: New Insights on Retirement Decisions
Andrew Eschtruth, Associate Director for External Relations, Center for Retirement Research at Boston College |
Expectations and Realities for Working in Retirement
MODERATOR: Robert Powell, Editor, Retirement Management Journal
Art Koff, Founder, RetiredBrains.com
View Koff's interview.
John Nelson, author, What Color Is Your Parachute? For Retirement |
Keynote Address — Charlie Baker, Director at HealthView Services and Executive in Residence at General Catalyst Partners Healthcare and Retirement
Introduction by Ron Mastrogiovanni, CEO, HealthView Services |
THE FUTURE OF RETIREMENT INCOME SOLUTIONS & DELIVERY
Chair: Elvin Turner, Turner Consulting |
Solving for the Holy Grail: Public and Private Innovation to Meet America's Lifetime Income Challenge
Robert Reynolds, President and Chief Executive Officer, Putnam Investments |
The Process View: The Transition into Retirement — A Simple Matter of Process
MODERATOR: Kim Meyer, Vice President, Ibbotson
Phil Eckman, President and CEO, Transamerica Retirement Management
Jack Sharry, EVP Strategic Development, LifeYield
David Ramirez, Portfolio Manager, Financial Engines |
State of the Art Retirement Income Solutions
MODERATOR: Dennis Gallant, Gallant Distribution Consulting
Matthew O'Hara, Head of US DC Research and Product Development, Blackrock
Peng Chen, President, Global Investment Management Division, Ibbotson
Gary Baker, President, CANNEX USA
Sri Reddy, Vice President, Retirement Income Product Management, Prudential Retirement |
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