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Fi360 Conference

2006 Conference

Keynote Session
Gene Maloney The Pending Intergenerational Transfer of Wealth - Risk or Opportunity?
Breakout Sessions
Don Trone
Rich Lynch
Blaine Aikin
Welcome
Don Trone
Ross Fowler
Carlos Panskep
Moving to a Global Standard of Fiduciary Excellence
Fred Reish Where Are We Going? The Retirement Industry 5 to 10 Years From Now
Jane Katz Crist SEC and DOL Update
Mario Giganti
Don Settina
Sharon Pivirotto
401(k) - Best Practices and How to Reach the Marketplace
Alex Barkawi Sustainability Investing: Doing Well and Doing Good
Charles Lowenhaupt HNW - Best Practices and How To Reach the Marketplace
Mary Kathryn-Campion
Bryan Pedersen
Ron Hagan Sr.
The Wide (and often wild) World of Public Pension and Trust Programs
Don Trone
Rich Lynch
Blaine Aikin
Closing Remarks
Don Trone
Rich Lynch
Blaine Aikin
Welcome Back
Mario Giganti
Charles Epstein
401(k) - Best Practices and How To Reach the Marketplace
Ron Hagan Sr.
Brian Hamburger
Conducting Fiduciary Assessments: Business Opportunities and Legal Issues
Susan Mangiero RISK is More Than a Four Letter Word
Wendy Dowd Challenges of Underwriting Investment Fiduciaries
Wesley Western Verifying Portfolio Performance: The Transition to GIPS
Rocco DiBruno
Steff Chalk
Scott Simon
Greg Kasten
Fiduciary Authors Panel: How to Get Published in the Fiduciary Space
Sandra Champion
Woodrow Leake
Foundations and Endowments - Best Practices and How to Reach the Marketplace
Don Trone
Rich Lynch
Blaine Aikin
Closing Remarks
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