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