Agenda Topics

Event Logistics

Our event begins with a scramble golf tournament on Sunday, November 6th at 8am. The conference formally beings with a cocktail reception on Sunday, November 6th at 6pm with exhibitors. The sessions begin on Monday following a continental breakfast with exhibitors at 7am. The event continues with a cocktail reception with exhibitors from 5-7 pm, followed by an after-hours networking social at 9pm at The Breakers Beach Club. Sessions continue on Tuesday morning and conclude at 1 pm on November 8th.

Session Topics

• Washington Update with Davis & Harman
• Plan Sponsor Panel
• Alternative Investments
• TPA Panel
• Advisor Survey Results
• Data Sharing and Privacy Research
• Secure 2.0
• Lifetime Income
• Simplification and Digitization
• Data Security & Privacy
• Workforce Challenges
• Direct Indexing – The Future of Investing?
• CITs
• And more