2009 Annual Planning Meeting
Managing Our Business in Anomalous Times
Agenda
May 20/21, 2009
Bank of America Conference Center
Boston, MA
May 20 (Wednesday)
1:30 PM General session - Opening and welcome
Overview of current trends
Mid-market - Corporate plans and Not-For-Profit plans
Emerging DC plan market needs:
Service and relationship
MFS Investment Management
Matthew Gannon
Senior Vice President
Breakout discussions
4:00 PM Refreshment Break
4:15 PM Risk Management
TIAA-CREF Asset Management
Erwin W. Martens
Executive Vice President for Risk Management
Summary and evaluation
5:30 PM Adjourn
7:00 PM Networking dinner at Grill 23 on Berkeley Street
May 21 (Thursday)
8:00 AM Continental breakfast buffet
8:30 AM General session – Review and business model idea
Value-added strategies:
A Retirement Learning Center for the industry
Columbia Management – Yaqub Ahmed
Managing Director, Investment-Only Division
Retirement Learning Center, LLC – John Carl
President
Breakout discussions
10:30 AM Refreshment Break
10:45 AM Disclosure & Benchmarking:
A discussion of the past, present and future
John Hancock Funds – Gene Huxhold
Senior Managing Director
Fiduciary Benchmarks, Inc. – Tom Kmak
CEO
Breakout Discussions
12:15 PM Buffet luncheon
1:15 PM General session - review
Joint track session – strategy formulation
General session – Off the drawing board and into reality
3:30 PM Adjourn
