Liz Ann Sonders Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc.

Transcription

1 8:00A.M. Registration & Continental Breakfast 8:30A.M. Fiduciary Investment Advisors Firm Update Opening Remarks and Firm Update Mark Wetzel President, Fiduciary Investment Advisors Mike Goss Executive Vice President, Fiduciary Investment Advisors 8:45A.M. Keynote Speaker Economic and Market Outlook with Liz Ann Sonders Liz Ann Sonders Senior Vice President, Chief Investment Strategist, Charles Schwab & Co., Inc. 9:30A.M. Washington, D.C. Legislative Update Recent and pending legislation in Washington Doug Fisher Senior Vice President of Retirement Policy Development, Fidelity Investments 10:15 A.M. Fifteen Minute Break Refreshments 10:30A.M. Global Equity Roundtable Art Bauernfeind Chairman and Director, Westfield Capital Management Company, L.P. Kevin M. Chin Senior Vice President, Portfolio Manager & Senior Research Analyst, Cramer Rosenthal McGlynn, LLC George Evans Senior Vice President, Portfolio Manager International Equity Fund, and Director of Equities, OppenheimerFunds, Inc. Harry W. Hartford President, Portfolio Manager, Causeway Capital Management, LLC Mike Goss Executive Vice President, Fiduciary Investment Advisors

2 11:30 A.M. Fixed Income Roundtable Brian Hess Senior Research Analyst, Brandywine Global Investment Management, LLC Craig P. Russ Vice President and Portfolio Manager, Eaton Vance Investment Managers Elaine Stokes Vice President and Portfolio Manager, Loomis, Sayles & Company, L.P. Matt Kaminski Research Associate, Fiduciary Investment Advisors 12:00P.M. Lunch Break 1:00 PM. Global Allocation Roundtable Wendy M. Cromwell Director, Strategic Asset Allocation, Wellington Management Company, LLP Edmund Bellord Asset Allocation Team, Grantham, Mayo, Van Otterloo & Co. LLC Oscar Pulido Director & Senior Product Specialist, BlackRock Mike Chase Consultant and Research Associate, Fiduciary Investment Advisors 1:45P.M. Inflation Hedge Roundtable Jake Remley Portfolio Manager and Director, Income Research + Management Evan S. Grace Director, Asset Allocation Research, Wellington Management Company, LLP Shawn Reynolds Co-Portfolio Manager, Van Eck Global Chris Kachmar Partner, Fiduciary Investment Advisors 2:30P.M. Fifteen Minute Break Refreshments

3 2:45P.M. Breakout Discussions Breakout Group #1: Defined Contribution Plans 2:45-3:30 P.M. Defined Contribution Roundtable Defined Contribution Plans and Beyond: What are the current trends in state-of-the-art defined contribution plans? Where are we heading with plan design and features, and how is the industry addressing retirement readiness and fee disclosure? Joseph J. Masterson Senior Vice President, Chief Sales & Marketing Officer, Diversified Investment Advisors Bruce Barth Partner, Robinson & Cole LLP Dave Gray Vice President, Client Experience, Schwab Retirement Plan Services Kim Baker Vice President, T. Rowe Price Karen Paulson Partner, Fiduciary Investment Advisors 3:30-4:15 P.M. Building a Better 403(b) Menu Roundtable Getting your 403(b) plan into shape and keeping it there. Industry trends, fiduciary implications and the next phase of 403(b). Scott Senseney Vice President, Fidelity Investments David Ray Vice President and National Sales Manager for Institutional Development & Sales, TIAA-CREF Marcia Wagner Managing Director, The Wagner Law Group Jeff Capone Consultant, Fiduciary Investment Advisors

4 Breakout Group #2: Non Profit 2:45-3:30 P.M. The Brave New World of 403(b) Case Study: Hear from Higher Education Institutions and an ERISA Lawyer on how 403(b) requirements are changing the way they oversee and structure their 403(b) plans. Brad Wakeman Director of Investment Operations & Risk Management, Williams College William J. Conley, Jr. Director of Administrative Services, College of the Holy Cross Ann MacKenzie Director of Benefits, Tufts University Suzanne Meeker Partner, Verrill Dana LLP Ryan Gardner Partner, Fiduciary Investment Advisors 3:30-4:15 P.M. Endowments and Foundations Commonfund Report on Annual Endowment Study Bill Jarvis Managing Director, Commonfund Institute Mark Wetzel President, Fiduciary Investment Advisors

5 Breakout Group #3: Municipal Government 2:45-3:30 P.M. GASB Preliminary Views on Pension Accounting Becky Sielman Principal and Consulting Actuary, Milliman Christian Coleman Director of Sales & Marketing, Fiduciary Investment Advisors 3:30-4:15 P.M. The Municipal Credit Outlook (A Manager s Viewpoint) Gabriel G. Diederich Research Analyst and Portfolio Specialist, Wells Capital Management Adam Stern Senior Analyst, Breckenridge Capital Advisors, Inc. Chris Rowlins Consultant, Fiduciary Investment Advisors 4:15P.M. Closing Remarks 4:30P.M. Cocktails, Hors D oeuvres & Prizes 5:30P.M. Depart