Defined Contribution Summit 2014 (DCIO)
Organization: Boardroom Development Partners
Venue: Loews Coronado Bay
|Event Date/Time: Oct 13, 2014 / 6:00 pm - (PST)||End Date/Time: Oct 15, 2014 / 12:00 pm - (PST)|
The Defined Contribution Summit (DCIO) will give Top Retirement Plan Executives an exclusive opportunity to meet and network with industry thought leaders, solution partners, and some of the most pioneering organizations in the world.
This invite-only gathering, will bring together 100+ Top Producing; RIA’s, Registered Rep’s, Corporate Retirement Executives, and also 20+ of the Fortune 500-1000 Plan Sponsors from around the country. Over 20 interest related categories, pre-screened by all attendees allows TPA’s, Asset Management Companies, and Technology Providers an unparalleled platform to originate ideas, collaborate on best practices, learn the hottest go-to market strategies, and value ad services that drive defined contribution plan participation and retention. Join us in this relaxed, yet business focused environment at The Defined Contribution Summit this October at the Loew’s Coronado Bay Resort in San Diego, CA.
Russell Campbell CFA, CFP, CEO - Your Second Opinion, LLC
Ian Kopelamn, Partner - DLA Piper, LLC
Harris Nydick, Founding Partner/Managing Member - CFS Investment Advisory Services
Greg Makowski, Founding Partner/Managing Member - CFS Investment Advisory Services
Robert Benish, Interim President & Executive Director - Plan Sponsor Council of America
Richard Schwamb, Senior Financial Advisor, Senior Vice President - Merrill Lynch Financial Advisor
Richard Busillo, CEO - RTD Financial Advisors, Inc.
Todd Kleinfeld, Senior Financial Advisor/First Vice President - Wealth Management - Merrill Lynch
John Darrah, CEO - Honkamp Krueger Financial Services
Mark Kordonsky, Principal & Chief Risk Officer - SageView