2012 Spring Conference
Retail Distribution & Defined Contribution
Leading Retirement Income
Innovation
& Change
March 19-20, Chicago, IL
Top firms are spending millions to create improved retirement income security for Americans.
What can Retail Distribution and Defined Contribution organizations learn from one another after years of independent product and process development?
That's what you'll find out at the RSC12.
RIIA's
2012 Spring Conference (RSC12) brings together the innovators and leaders in the Defined Contribution arena and Retail Distribution who will share
"cross silo" experiences, research findings, and real-world challenges in defining success in the retirement income industry.
Hear about the latest in product development, advisory processes, and business successes in both Retail Distribution and Defined Contribution that are leading change for the new retiree. In addition to discussions led by industry executives and financial advisors, you also find unexpected, mind-bending speakers to push your thinking
"Across and Beyond the Silos" of retirement income success around key themes:
Trust
Frank R. Casey, Partner at SkyView Investment Advisors, LLC, was a partner of Harry Markopolos for nine years in whistle-blowing on Bernie Madoff's Ponzi scheme to the SEC. Frank will share his unique inside story on bringing down Madoff's operation and the implications of social media on trust in the industry.
Innovation
Tim Garrett, a PhD, Associate Professor of Atmospheric Sciences, University of Utah, argues that Wealth is Power
- literally. Every one hundred dollars of global financial wealth* is sustained by one Watt of continuous energy consumption. If financial wealth is power and power requires consumption of energy reserves, what are the consequences and implications for retirees?
Demographics
A veritable gold mine of research firms, corporate executives, and experts in demographics, including
Doug Short,
Dimensional Fund Advisors, and the
DCIIA, have dug deep to share the latest in DC and Retail Distribution findings. They will discuss the impact of current trends on product development, the retirement planning process, and channel versus household focus.
Highlights to Expect
-
The presentation of the 2012
Practitioner Thought Leadership Award sponsored by Allianz Global Investors.
-
Complimentary copies of the highly respected
Retirement Management JournalSM (RMJ), Spring 2012 issue with opportunities to meet the editor and many of the article authors.
-
Making dynamic connections with industry's leaders, executives, financial advisors, academic, product and technology innovators from Retail Distribution and DC.
-
Learning from our Platinum, Gold and Silver Sponsor speakers.
Schedule
Monday (preconference)
RMA exam and Working Group committees
-
7:30am registration
-
8:00am start
RMA continuing ED
-
9:30am registration
-
10:00am start
Monday Main Conference
Tuesday Conference
Admission (Register Early and Save!)
Members
Non-Members
Become a member before registering and save on registration fee AND enjoy all
RIIA's other member benefits.
Thanks to Our Sponsors
Platinum Sponsor: Ibbotson/Morningstar for sharing their conference facilities with us for the third year in a row!
Gold Sponsors: Allianz Global Investors, New York Life,
Dimensional Fund Advisors, GuidedChoice
Silver: Putnam Investments, Wells Fargo, DST
*Global financial wealth as measured in 1990 and inflation adjusted dollars
