2009 Annual Planning Meeting

Managing Our Business in Anomalous Times


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


                                           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


                                           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



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