Retirement Plan Advisor Summit

Jul 16th - Jul 17th 2019
Park Hyatt
Chicago
About

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?

Advisory Board

John Curry
Senior Director, Marketing
CAPTRUST
NC

Joseph Gastaldi AIF®, CBFA, C(k)P®
Partner, Senior Advisor
Cafero Greenleaf
NJ

Mark Wetzel
President
Fiduciary Investment Advisors, LLC
CT

Jim Sampson
Director, Retirement Advisory Services
Hilb Group Retirement Services
MA 

Gregory Cimmino, CFP, AIF
Managing Partner
Institutional Investment Consulting
CT

Todd Kading, CFP®, CPFA™, RF™
President
 LeafHouse Financial
TX

Pamela Popp
President
Lockton Retirement Services
MO

David Stofer, ChFC®, , CLU
Managing Director
Mariner Wealth Advisors
KS

Scott Colangelo
Chairman
Prime Capital Advisors
KS

Doug Prince, AIFA
Co-Founder, Advisor
ProCourse Advisors
IN

Gary Handler
Senior Vice President, Investments
Raymond James Institutional Consulting
CA  

Vincent Morris
President
Resources Investment Advisors, Inc.
AS

 

Joshua Schwarz
President
Retirement Plan Advisors
IL

Joshua E. Ulmer
Corporate Client Group Director
SeaPort Group at Morgan Stanley
OR

Jeff Cullen
Managing Partner
Strategic Retirement Partners
IL  

Michael Welz
President & Chief Investment Officer
USI Consulting Group
NY

Daniel Peluse
Director of Retirement Plan Services, Wayne Hummer Investments
Wintrust Wealth Management
IL

Sponsors

PGIM INVESTMENTS

AB

CAPITAL GROUP

FIRST EAGLE INVESTMENT MANAGEMENT\

MFS INVESTMENT MANAGEMENT

NATIXIS

STATE STREET GLOBAL ADVISORS

Venue

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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Contact

For more information, please contact:

Lauren Feldman

(212) 224 3689

lauren.feldman@institutionalinvestor.com