2008 FI360 CONFERENCE AGENDA
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Past fi360 Conferences:
- 2011 in San Antonio
- 2010 in Orlando
- 2009 in Scottsdale, AZ
- 2008 in Charlotte, NC
- 2007 in San Diego
- 2006 in Savannah, GA
- 2005 in Santa Fe, NM
What attendees of our previous conferences are saying:
"Coming to conferences like this, learning from and networking with other fellow professionals keeps me on my game and really helps set me apart from my 'competition'."
– Francis Gillis, AIF
"What I like most about the fi360 Conference is the feeling that I am at a Mount Everest experience for fiduciary standards."
– J. David Strother, AIFA
"Excellent event: a must attend if you serve plan fiduciaries or if, as an investment advisor, you serve as a plan fiduciary."
"I am considering making a career change that will allow me to better implement my passion for fiduciary education. This conference was very motivating. Thank you for an outstanding program!"
"What I like most about the fi360 conference is that it is independent, objective and unbiased."
"I really appreciate and value the fact that this is a working conference where we as professionals can explore issues with experts and peers to identify and rectify our weaknesses; not a sales pitch or self-congratulatory conference."
"As the leader of a community bank trust department, I benefited greatly from the ideas and expertise expressed at each session. Our department will quickly adopt and adapt many of the best practices and fiduciary processes introduced at this conference. We will focus on what is important to our clients and their stakeholders."
"Excellent presenters with rich content of relevant and practical knowledge and information."
"My first conference: excellent topics and speakers. I will attend more."
-Peter Recchin
To submit a topic suggestion for a future conference, please download and submit a conference speaker proposal form.
If you have any questions about the conference, email us at conference@fi360.com
The following speakers appeared at the 2008 fi360 Conference.
Keynote Sessions | |
|---|---|
Merril Hirsh |
FPA attorney and Managing Director discuss the overturning of the SEC "broker dealer rule" and what can be expected going forward. |
Fred Reish, AIFA |
The regulation that is going to "rock our world"--the impact of the DOL's new 408(b)(2) regulation |
Dr. Richard Michaud |
The Better Mousetrap: Resampled Efficient Frontier™ Optimization |
Break-out Sessions | |
Lou Harvey |
Qualified Default Investment Alternatives |
Clark Blackman |
Utilizing the Prudent Practices to build successsful and meaningful relationships with accountants and attorneys |
Greg Kasten, AIFA |
Debate on 404(c) concepts and compliance |
Rocco DiBruno, AIFA |
The role of the investment committee and what is considered a successful investment committee meeting |
Brian Hamburger, AIFA |
Regulatory Hot Topics |
Susan Mangiero, AIFA |
Mock deposition with an ERISA attorney and a hedge fund attorney about investing in hedge funds. You decide who is guilty. |
Rich Lynch, AIFA |
Integrating SAFEs and CAFEs with investment consulting services |
Lou Harvey |
Fiduciary safe harbors |
Robb Smith, AIFA |
403(b) changes and opportunities |
Mike Patton |
Contrasting broker dealers with RIAs |
Wayne Miller |
The evolution of fiduciary standards: from process to thought process |
Stuart Ober, AIFA |
Expert witness series--the written report |
Tom Schrandt |
A practical understanding of fiduciary exposure to investment professionals |
Mary Ann Miller, APR |
Utilizing the media--how to raise awareness and demonstrate expertise in the fiduciary space |
Ron Hagan, AIFA |
CEFEX has changed the way fiduciaries select providers |
Spensar Segal, AIFA |
Implementing process in your business |
Darrin Farrow, AIF |
Behavioral economics |
Brian Hubbell, AIF |
Fiduciary responsibility surrounding terminal funding of DB plans |
Don Rogers |
Does SRI=Lower Returns....think again! See how the "2004 PLANSPONSOR of the Year" does it |
Jim Culbreth |
Fees and expenses: the transparency debate |
Don Rogers |
Fiduciary Responsibilities in Managing Investment Advisors...from 3 clients' perspectives |
Andy Frommeyer, AIF |
fi360 Tools seminars: basic and advanced demonstrations of our newest technology and most powerful and comprehensive software product, the Platinum Toolkit |