(K)onvergence Summit Convenes in Boston, MA June 9/10, 2015

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One-stop shopping for retirement plan investment advisers: The 2015 edition of (K)onvergence will take place June 9 and 10, 2015 at the Seaport Hotel and World Trade Center in Boston, MA.

(K)onvergence Logo

(K)onvergence Logo

Attending a conference like this, that has some of the most important investment professionals from 12 investment managers is a very efficient use of your time.

Over 2,600 retirement plan investment advisers and investment analysts in the Nation were invited to the second (K)onvergence Summit where they will have the opportunity to meet face‐to‐face with top portfolio managers from 12 leading investment management firms and complete due diligence on these firms simultaneously, sparing the need for multiple meetings. The 2015 edition of (K)onvergence will take place June 9 and 10, 2015 at the Seaport Hotel and World Trade Center in Boston, MA. Speakers include Chief Executive Officers, Chief Investment Officers, portfolio managers, and retirement investment platform managers with a focus on defined contribution plans. (K)onvergence is by invitation only. Invited to attend are specialized defined contribution plan advisers, representing the largest retirement plan practices in the nation. Also participating are select advisory firm investment analysts and service provider investment platform managers.

“To go to an event and spend a few hours and get to hear from a dozen or so investment people, that has a huge impact. You walk away with a lot of knowledge, not just about the economy but you also with some insight as to how they approach their market or asset class. That can be powerful at a sales meeting or a client meeting,” says Michael Sanders, Principal, Cammack Retirement Group

“When you select a portfolio, you’re really selecting the decision-making skills of a group of people. Evaluating those portfolio managers and CIOs and hearing from them about how they manage portfolios or how they structure their group is very helpful in understanding the portfolios that the due diligence committee would recommend. Attending a conference like this, that has some of the most important investment professionals from 12 investment managers is a very efficient use of your time,” adds Frank Salb, CFA, Vice President - Director of Investment Services, Lockton.

(K)onvergence was born of the realization that there were no industry‐wide 401(k) plan conferences for Advisers and Analysts with an exclusive focus on investment funds. Theme for the 2015 edition: Formulating U.S. National Retirement Policy - Investment Array of the Future. The program consists of general sessions addressing relevant macro themes as well as breakout sessions where Advisers and Analysts may hear first‐hand from portfolio managers. Additionally, there will be sessions for attendees to discuss best practices for investment array designs and QDIA selection, investment policy statement maintenance in a dynamic environment, and the role and place of active, passive, and enhanced passive options in investment arrays. Twelve investment management firms sponsor the 2015 edition of the (K)onvergence Summit including:

  • AB
  • American Century Investments
  • Fidelity Investments
  • Franklin Templeton Investments
  • Galliard Capital Management
  • John Hancock Investment
  • MFS Investment Management
  • OppenheimerFunds, Inc.
  • PIMCO
  • Principal Real Estate Investors
  • Thornburg Investment Management
  • TIAA-CREF Asset Management

Summit co-chairs: Yaqub Ahmed, Senior Vice President and Head of Investment-Only Division, Franklin Templeton Investments, Gene Huxhold, Senior Managing Director, Investment Only Retirement Plans, John Hancock Investments, and Ryan Mullen, Senior Managing Director, National Sales, Investment Specialist Group, MFS Investment Management.

Regulation of the retirement plans sector is divided among a patchwork of government agencies with conflicting agendas. The formulation of a cohesive national retirement policy is incumbent upon industry practitioners and trade groups. At the (K)onvergence Summit, advisers and analysts are called upon to contribute to the debate, with a focus on investment array designs, with the ultimate objective to enhance retirement outcomes for working Americans. Leading us through this discussion, Brian Reid, Chief Economist of the Investment Company Institute will present a “State of Retirement Plans” and provide direction for the industry. A panel of Investment Company CEOs will discuss models from around the globe from which we might learn lessons for the U.S. system. Thoughtleader Willis Sparks from Eurasia Group will address the top geopolitical considerations that impact investment markets, and closing speaker Greg Valliere Chief Political Strategist of the Potomac Group will close with a Washington outlook for 2016: political agendas, tax reform, legislative priorities, and a future vision of the environment in which retirement plan investment advisers and analysts operate.

Sterling Shea, Managing Director and Head of Advisor Programs at Barron’s Winner’s Circle will emcee the Summit which will feature a number of the industries top investment management professionals. Slated to appear are:

  • Andrew Arnott, Chief Executive Officer, John Hancock Investment
  • Bob Boyda,Head of Global Asset Allocation, Portfolio Solutions Group, John Hancock Asset Management
  • Mark Donovan, Co-Chief Executive Officer, Robeco Investment Management
  • Peter Kraus, Chairman and Chief Executive Officer, AB
  • Brian Reid, Chief Economist, Investment Company Institute
  • Mike Roberge, Co-CEO, President Chief Investment Officer, MFS Investment Management
  • Jason Roberts, Founder and CEO, Pension Resource Institute
  • Richard Weiss, Senior Vice President, Senior Portfolio Manager, American Century Investments.

Service providers supporting the (K)onvergence Summit include:

  • BrightScope
  • John Hancock Retirement Plan Services
  • Lincoln Financial Group
  • MassMutual Financial Group
  • MPI – Markov Processes International
  • Nationwide Financial
  • Principal Financial Group
  • T. Rowe Price
  • Transamerica Retirement Solutions
  • Wells Fargo Institutional Retirement and Trust

The (K)onvergence Summit is organized by EACH Enterprise, LLC. Detailed agenda posted at http://www.401konvergence.com.

About EACH Enterprise
EACH Enterprise, LLC is dedicated to the institutional retirement plans market, serving investment management firms and recordkeeping service providers exclusively. EACH Enterprise helps client firms establish and maintain a clear position in target markets with coordinated initiatives involving meeting planning, research, reporting, news release, social media, public speaking, and campaign management services.

EACH Enterprise has been designing bold and innovative programs since its foundation in 2007, relying on a network of talented professionals with years of experience in retirement plans, research, meeting planning, communication, design, Website development, marketing, sales, distribution management, project management, and human resource management. The firm organizes a number of events every year including the (K)onvergence Summit, the Annual Planning Meeting and the Semi‐Annual Meeting of the Retirement Advisor Council, two meetings of the Client Relationship Management Roundtable, the Participant Strategy Roundtable, the Strategic Account Management Roundtable, and the Conversion / Implementation Team Leader Roundtable.

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