Speaker lineups and content agendas for a pair of virtual retirement industry conferences coming in May were announced this week, with the 2021 Retirement Industry Conference set for May 12-13 and the Broadridge Fi360 Solutions Conference happening May 17-20.
Here’s a look at some of the highlights from each event.
Broadridge Fi360 Solutions Annual Conference
For the first time, Broadridge’s Matrix Trust Company and Fi360 Solutions are combining their two annual conferences to form the Broadridge Fi360 Solutions Conference, happening virtually May 17-20.
The Broadridge Fi360 Solutions Annual Conference will explore the state of ESG investing, fiduciary and financial wellness. Billed as “the industry’s premier professional development conference,” the conference sets out to deliver practical, fiduciary-based content through insightful educational sessions and compelling workshops where financial advisors and other industry professionals can exchange ideas and learn from industry thought leaders. Attendees will earn up to 15 CE credits.
Keynote speakers at the 2021 conference include:
- Martin Jarzebowski, Director of ESG & Responsible Investing at Federated Hermes, and Harvard Law School Professor Robert H. Sitkoff, who will frame ESG investing in today’s complex market. Professor Sitkoff will bring critical insight and clarity on a topic of increasing importance to fiduciaries and the retirement channel, while Jarzebowski will explain how ESG integration supports long-term wealth creation. The panel will be moderated by Mary Green, ESG Client Portfolio Manager at Federated Hermes.
- Jason Dorsey, President at The Center for Generational Kinetics (CGK), who will unveil the results of a national study conducted by Broadridge and the CGK on how working Americans are searching for financial solutions in the COVID-19 era and beyond.
- Blaine Aikin, Founder and Principal of Fiduciary Insights, who will speak on the state of fiduciary in the industry. Aikin is a fiduciary subject matter expert and author of numerous articles on fiduciary responsibility and investment management.
In addition to the keynote sessions, attendees will have the opportunity to tune into 35 unique educational sessions led by prominent industry influencers including Fred Reish, Rebecca Hourihan, Jason Roberts, Vanessa Bechtel, David Blanchett and others. The range of topics include the state of fiduciary in the industry, tips for working with charitable boards, fundamental concepts in working with high-net-worth individuals and the evolution of retirement investing.
2021 Retirement Industry Conference
“Building Bridges” is the theme of the 2021 Retirement Industry Conference, a May 12-13 virtual event jointly hosted by the Secure Retirement Institute and the Society of Actuaries.
The content will showcase the importance of financial preparedness for retirement, especially given the pandemic and its economic effects.
“This is our time to come together as an industry to guide the consumer and steer the conversation in the right direction. It is imperative that we act now to bridge that gap,” says a statement on the conference home page.
The full conference agenda was announced this week, focusing on the latest trends and insights on topics including digital, the low interest rate environment, pooled employer plans, regulatory issues and the future of work.
Keynote speakers include:
- The Hon. Bradford P. Campbell, Partner, Faegre Drinker Biddle & Reath LLP, who advises financial service providers and plan sponsors on ERISA Title I issues, including fiduciary conduct and prohibited transactions.
- Dr. Vikram Mansharamani, global trend watcher and Harvard Lecturer, 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.
- Preston Rutledge, Founder and Principal, Rutledge Policy Group and formerly the Assistant Secretary of Labor for the Employee Benefits Security Administration (EBSA). In addition to his many notable bipartisan legislative and regulatory achievements, Rutledge has an uncommon combination of expertise both in legal and tax matters and is a sought-after speaker in the areas of retirement, health plans, taxation, and ESG investing.