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2020 Retirement Industry Conference

Leading Through Uncertainty

4/22/2020 - 4/24/2020
The Grand America Hotel, Salt Lake City, UT
REGISTER Venue Details

Overview

Who Attends

Professionals across the full spectrum of the retirement industry including product, marketing, distribution and strategy for both retail and institutional markets. The conference draws leaders across the industry focused on growing and serving the annuity, investment and workplace savings businesses.

Highlights

There is no denying that we live in uncertain times. Consider the upcoming presidential election, a regulatory environment in flux, and the rapidly changing pace of technology in our field. 

Achieving full certainty is not possible, but such times offer us a great opportunity to lead the industry and take calculated risks to succeed – both as a business and as a service to our clients. This includes risk-taking and understanding the forces at work today that will shape the future – and the 2020 Retirement Industry Conference is here to dive into these topics. 

This important conference covers the latest strategic, sales, product, operations, marketing, and distribution trends and regulatory issues that affect the retirement industry. Hosted by the Secure Retirement Institute and the Society of Actuaries, this event will focus on the forces shaping the future of the industry and how you can create success in times of uncertainty.

Registration

Early Registration Rates (By March 25, 2020):
LIMRA LOMA Secure Retirement Institute/SOA Member: $1,320
Nonmember: $2,640

Standard Registration Rates (After March 25, 2020):
LIMRA LOMA Secure Retirement Institute/SOA Member: $1,620
Nonmember: $3,240

Refund and Cancellation Policy
All cancellations and refund requests must be received in writing. These requests carry a $125.00 U.S. administrative charge. Full refunds minus the administrative fee will be granted on written requests received no later than ten business days before the meeting. No refunds will be granted if the request is received within ten business days of the meeting. If for any reason a meeting is cancelled, Conference Organizers will refund the total registration fee. However, Conference Organizers will not be responsible for any travel, hotel accommodations or other costs incurred. Cancellation requests should be submitted in writing to meetings@loma.org

Group Discount
If five (5) or more individual employees from the same member company register for this meeting, each individual registrant may take advantage of a group registration discount of $100 by entering the promo code GROUP100. Individuals using this registration option must register at the full conference registration fee. Presenter registrations and individuals utilizing any other discounts do not qualify towards the required five registrants per company minimum. Please note that if a registrant's company does not ultimately meet the aforementioned eligibility criteria (e.g. there are fewer than five registrants from a company who paid the qualifying full conference fee), registrants will receive a notice of any balance due based on the difference between the regular applicable rate and the group discounted rate.

 

REGISTER

Hotel/Venue

Grand America Hotel

555 South Main Street
Salt Lake City, Utah, 84111

Hotel Reservations

If you receive any unsolicited or suspicious email or phone call about a hotel booking in conjunction with this meeting, our advice is not to click on it, but delete the email immediately. In the case of a phone call, never give out your credit card information. Our designated conference hotels will never call you unless you contact them first.

Reservations Phone:
800-437-5288 (Mention Retirement Industry Conference)

Make your reservations by March 25 to receive the group rate of $250.00 single/double (plus applicable sales taxes). Requests after March 25 will be accepted at the prevailing rate based on space availability.

Please note that hotel rates may increase after March 25, or when the meeting room block sells out, whichever comes first. Make your reservations early to take advantage of our group rate.

Agenda

Speakers

Vikram Mansharamani
Global Trend Watcher and Harvard Lecturer
  • Thursday, April 23, 2020

    9:00 am - 10:00 am: GENERAL SESSION

Vikram Mansharamani

Global Trend Watcher and Harvard Lecturer

Dr. Vikram Mansharamani is a global trend-watcher who shows people how to anticipate the future, manage risk, and spot opportunities. He first gained widespread attention with his first book, Boombustology, which provides a framework for spotting bubbles BEFORE they burst. Since then, Vikram has been a frequent commentator on issues driving disruption in the global business environment. His ideas and writings have appeared in Bloomberg, Fortune, Forbes, The New York Times and a long list of other publications. LinkedIn named Vikram #1 Top Voice for Money, Finance and Economics for both 2015 and 2016 and Worth Magazine profiled him as one of the 100 most powerful people in global finance. He also regularly advises sovereign wealth funds, endowments, foundations, and family offices on how to manage their allocations in the face of overwhelming uncertainty.

Vikram is currently a lecturer at Harvard University, where he teaches students to use multiple perspectives in making tough decisions. Previously, he was a Lecturer at Yale University. In addition to teaching, he also advises several Fortune 500 CEOs to help them navigate the radical uncertainty in today’s business and regulatory environment. 

Quincy Krosby, Ph.D.
Chief Market Strategist, Prudential Financial, Inc.

Quincy Krosby, Ph.D.

Chief Market Strategist, Prudential Financial, Inc.

In her capacity as Chief Market Strategist, Quincy Krosby provides a perspective on the global macro-economic environment and financial markets. Previously, Quincy was the chief investment strategist at The Hartford, and global investment strategist at Deutsche Bank asset management. She also held global markets positions at Credit Suisse and Barings. Before coming to Wall Street, Quincy Krosby was a U.S. diplomat, serving in Washington and United States embassies abroad, including a posting as energy attaché at the U.S. Embassy in London. In addition to numerous assignments at the U.S. Department of State, she served as Assistant Secretary of Commerce, and represented the United States to the International Monetary Fund, positions which require confirmation by the U.S. Senate. She is frequently quoted in the financial press and appears often on business television.

Executive Panel

David Levenson, Moderator
President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.
  • Thursday, April 23, 2020

    8:00 am - 9:00 pm: GENERAL SESSION

David Levenson, Moderator

President and Chief Executive Officer, LIMRA, LOMA, and LL Global, Inc.

David Levenson is responsible for leading one of the world’s largest associations of life insurance and financial services companies, representing more than 1300 financial services companies across 64 countries. Most recently, Levenson was a principal at Edward Jones and served on its management committee from 2015-2018. He was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to 2012, Levenson was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses. He also served as president and CEO of Hartford Life, KK in Tokyo, where he was responsible for leading the largest annuity provider in Japan.

Teresa Hassara
Head of Workplace Solutions, MassMutual Financial
  • Thursday, April 23, 2020

    8:00 am - 9:00 pm: GENERAL SESSION

Teresa Hassara

Head of Workplace Solutions, MassMutual Financial

Teresa has 32 years of experience in financial services, with the majority of that time being spent with three companies: Bankers Trust, Fidelity Investments and, most recently, TIAA, where she led the company's Institutional Retirement business serving more than 16,000 higher education, state government and other nonprofit organizations. Her deep industry expertise includes executive roles encompassing all aspects of relationship management and service delivery as well as in strategy & planning, product & services management, customer loyalty analytics and participant education and advisory solutions for clients in both the public and private sector. Beyond retirement, Teresa has led HR & Payroll outsourcing, investment marketing & measurement, and investment product development, both in the US and abroad. A fervent supporter of both financial literacy and women’s leadership, she championed TIAA’s Woman-to-Woman Financial Empowerment Series, and sponsored TIAA’s Women’s Employee Resource Group. 

Patrick Murphy
CEO of Retirement Plan Services, John Hancock
  • Thursday, April 23, 2020

    8:00 am - 9:00 pm: GENERAL SESSION

Patrick Murphy

CEO of Retirement Plan Services, John Hancock

Patrick Murphy is Chief Executive Officer, John Hancock Retirement, part of John Hancock, the U.S. division of Toronto-based Manulife. Mr. Murphy joined John Hancock when the company acquired New York Life’s RPS business, where he had served for 11 years, most recently as Chief Executive Officer. Before working for New York Life, Mr. Murphy had worked in retirement plan services for American Express Retirement Plan Services, Transamerica and Putnam Investments. He is a member of the Board for Many Hopes, an international organization dedicated to rescuing housing and educating Kenyan children. He also is a career counselor and mentors student athletes at Brown University. 

Brant Wong
Managing Director, J.P. Morgan
  • Thursday, April 23, 2020

    8:00 am - 9:00 pm: GENERAL SESSION

Brant Wong

Managing Director, J.P. Morgan

Brant Wong is head of Retirement Global Strategic Relations, Retirement Link and Retirement Strategy at J.P. Morgan.  Leading Retirement Global Strategic Relations, Brant manages J.P. Morgan’s sales team aligned to defined contribution platforms and broker-dealers.  Brant is also responsible for J.P. Morgan’s bundled record-keeping offer for small and mid-sized plans along with driving major strategic projects across Retirement.  Brant joined J.P. Morgan in late 2001 and has held a number of positions across the firm including head of marketing for the U.S. Private Bank and head of strategy for J.P. Morgan Funds.  Prior to joining J.P. Morgan, Brant worked at McKinsey and Company.  Brant graduated from Harvard University with an A.B. Magna Cum Laude in Economics.

Contact us to learn more:

Joan O'Neil

Senior Conference Coordinator

LIMRA

(860) 285-7741

joneil@limra.com