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Rating:Week In Preview, September 18-24 Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, September 18, 2017

Week In Preview, September 18-24

News summary by MFWire's editors

Tonight in New York City, DST's kasina team will kick off their 2017 Business Intelligence Summit with a dinner at Saxon + Parole. Sessions will take place tomorrow morning at the Standard High Line, starting with an introduction from vice president Lee Kowarski.

Also today in the Big Apple, Bob Reynolds (president and CEO of Putnam and of its parent, Great-West Financial will host a special retirement policy forum in conjunction with the official publication today of his new book, From Here to Security: How Workplace Savings Can Keep America's Promise. The event, which will be at the St. Regis New York, will also feature: Harry Conaway, president and CEO of the Employee Benefit Research Institute (EBRI); Mark Iwry, former Deputy Assistant Secretary for Retirement and Health Policy at the U.S. Treasury under the Obama administration; and James Pethokoukis, senior economic fellow at the American Enterprise Institute.

Also today, the Crain team is hosting the InvestmentNews Innovations in Investing Summit. The two-day event, held in Chicago at the Westin Chicago River North, will feature a keynote speech from Paul Oyer, economics professor at Stanford's business school.

Also today, Dan Seivert and his team at Echelon Partners are beginning their sixth Deals & Deal Makers Summit. The two-day event, held in Newport Beach, California at the Island Hotel has a host of "industry partners," including: Albers & Associates, DFA, Discovery Data, FiComm, FolioDynamix, GPB Capital, InvestmentNews, Junxure, Laserfiche, Live Oak Bank, Lord Abbett, Nexus Strategy, Oak Street Funding, BNY Mellon's Pershing, PFI Advisors, Pimco, PPC Loan, Raymond James, RIA M&A Deal Report, RIA Valuations, RIABiz, Spolin Cohen & Mainzer, TD Ameritrade, Vanguard, WealthManagement.com, and Willis Consulting. Speakers scheduled to appear include: Mark Albers, president and CEO of Albers & Associates Consulting; Carolyn Armitage, managing director at Echelon; Megan Carpenter, CEO of FiComm Partners; Ted Cohen, senior partner at Spolin Cohen Mainzer; Rick Dennen, founder, president and CEO of Oak Street Funding; Steve Dunlap, president and chief operating officer of FolioDynamix; Joachim Fels, global economic advisor at Pimco; Kathy Freeman Godfrey, president of Kathy Freeman & Co; Greg Friedman, president of Junxure; Gabe Garcia, managing director of Pershing Advisor Solutions; Greg Heffington, managing partner at JAM Consulting Group; Bob Herrmann, president and CEO of Discovery Data; Corey Kupfer, founder and managing principal of Kupfer & Associates; Dustin Magone, director of invesetment advisor services at PPC Loan; Fielding Miller, CEO and co-founder of CapTrust; Dan Quiggle, CEO of the Quiggle Group; Jason Roberts, CEO of the Pension Resource Institute; Matt Sonnen, CEO of PFI Advisors; Mark Tibergien, CEO of Pershing Advisor Solutions; Bill Van Law, president of the investment advisors division at Raymond James; Michelle Watson, partner and executive vice president at Evergreen Gavekal; Tim Welsh, president of Nexus Strategy; Bill Willis, president of Willis Consulting; Mike Wunderli, managing director at Echelon; and Seivert himself.

Also today, the IMCA team is hosting a "Focus on Investing for Decumulation" forum at the Four Seasons Hotel in Toronto. BMO Wealth Management and Investment Executive are sponsoring the event, which will feature remarks from: Daniel Crosby of Nocturne Capital; Don Ezra of Don Ezra Consulting Services; Moshe Milevsky, a business professor at York University; Jim Otar of retirementoptimizer.com.

Tomorrow, again in the Big Apple, the kasina team will host the dinner for their 2017 Distribution Summit, this time at Valbella Meatpacking. The sessions will be held on Wednesday at the Standard High Line, and DST Distribution Solutions president Steven Miyao will deliver the keynote.

On Wednesday in Chicago the Closed-End Fund Association (CEFA) will host their 15th Advisor Summit, this time at Morningstar headquarters. John Calamos, founder, chairman, and global CIO of Calamos Investment, will deliver the keynote address.

Also on Wednesday, the NICSA team will host their 2017 Midwest regional meetings in four locations: Harbor Funds in Chicago; KPMG in Columbus, Ohio; Deloitte in Denver; and PwC in Kansas City, Missouri. The theme is "De-Mystifying Robotic Process Automation". Other sponsors of the events include: Computershare, Doremus, and Northen Trust.

Also on Wednesday, the Plan Sponsor Council of America (PSCA) team will hold their Seattle area event at Microsoft in Redmond, Washington.

Also on Wednesday, the Women in Pensions Network (WiPN) team will host their Boston regional event, a business development luncheon at BlackRock's Boston offices. Anne Ackerly, head of BlackRock's U.S. and Canada defined contribution group, will speak at the lunch.

Also on Wednesday, T. Rowe Price will host a press breakfast in New York City at the Convene on Park Avenue. The panel discussion, "Trends in Multi-Asset Investing," will feature: Rick de los Reys, PM; Ed Giltenan, head of global PR; Wyatt Lee, PM; Sebastien Page, head of asset allocation.

Also on Wednesday in Gotham, Wells Fargo Asset Management CEO Kristi Michem will host a press luncheon, "Millennials, Money, and the Happiness Factor," at Le Bernadin Restaurant. Fred Axsater, head of strategic business segments at Wells Fargo AM, and Kathryn Minshew, founder and CEO of the Muse, will also speak at the lunch.

On Sunday in San Antonio the ICI team will kick off their 2017 Tax and Accounting Conference. The four-day event, which moved this year to the JW Marriott San Antonio Hill Country, will feature remarks from Dave Camp (former Congressman and current senior policy advisor at PwC) and Diane Swonk, president of DS Economics. Sponsors include: BBD, BNY Mellon, Command Financial, Confluence, Donnelly, EY, Linedata, Milestone, Northern Trust, RSM, State Street, Taxand, Toppan, Wolters Kluwer, Workiva.

Also on Sunday, the National Association of Government Defined Contribution Administrators (NAGDCA) will kick off their four-day annual conference at the Hilton Milwaukee City Center in Milwaukee, Wisconsin. 

Edited by: Neil Anderson, Managing Editor

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