Tuesday, June 17, 2008

8:30

Registration

9:00

Opening Remarks from Conference Chairperson

Steve Ferber
INSTITUTIONAL ASSET MANAGER DISTRIBUTION
CONSULTING PRINCIPAL

9:15

From Production to Acceptance-Assembling the Optimal Distribution, Marketing and Communication Strategies to Achieve Greater Plan Acceptance

Sheri Fitts, Director, Communication and Large Plan Sales
THE STANDARD

Tom Condron, VP of Business Development
GUIDEDCHOICE

10:15

Morning Networking Break

10:45

A Target Date Benchmark for a Real Return Strategy

Ronnee Ades, Senior Director of Institutional Markets
DOW JONES INDEXES

11:45

Indexing and Benchmarking Target Date Funds–Why Is It So Difficult?

Joseph Nagengast, Principal,
TARGET DATE ANALYTICS LLC
President,
TURNSTONE ADVISORY GROUP

12:45

Luncheon for all conference attendees

2:00

Moving Beyond Defined Contribution Plans-Targeting the Individual Investor

Michael Case Smith, Managing Director
ZACKS IFE

2:45

Understanding the Legal and Regulatory Environment in the Defined Contribution Marketplace

William Sweetnam, Partner
GROOM LAW GROUP

3:30

Conference Concludes