Retirement Plan Advisor Summit

Jul 16th - Jul 17th 2019
Park Hyatt

Retirement plan advisors are one of the most dynamic groups in the financial services industry, an industry which is itself beginning to eclipse the institutional market in terms of assets under management and advisement as well as importance in the global capital markets. While asset flows to advisors continue to swell, snowballing M&A activity is creating an increasingly concentrated (and therefore competitive) market, with large firms growing larger and more sophisticated. Will this become an era of winners and losers? How can smaller firms carve out a niche in this environment? How can larger firms continue to evolve and adapt to meet the diverse and demanding needs of their client base? How do wirehouse advisory groups leverage the vast resources of their firm to gain a competitive edge and grow market share?


More information coming soon.

Advisory Board

More information coming soon.


Park Hyatt

Park Tower
800 N Michigan Ave
Chicago, IL 60611

Park Hyatt Chicago, the flagship Park Hyatt hotel, neighbors the historic Water Tower in Chicago’s Gold Coast. Stay steps from the Magnificent Mile, the Museum of Contemporary Art, and more.



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For more information, please contact:

Madeline Heckman

(212) 224 3640