THURSDAY, MAY 3, 2018 | SHERATON BOSTON | 1:00pm – 8:30pm

InvestmentNews is excited to join us in hosting the event, with Publisher/VP and industry leader Suzanne Siracuse, moderating the panel discussions. Four panels will be presented, comprising of: senior leadership at broker dealers, senior leadership at asset management firms, industry leading financial advisors and innovative financial product representatives. This year’s theme, Investing for Longevity, is an enormously vital topic with far reaching consequences. By 2030 estimates are 1 in 5 Americans will be over the age of 65, and by 2050 the number of Americans 65+ will approximately double from today’s level to roughly 90 million. Whether you are running a company, managing personal wealth or building government policy, the aging population creates enormous challenges.

EVENT TIMELINE

1:00-2:00pm:      Registration & EXHIBIT

2:00 – 2:45:        THE VIEW THROUGH THE LENS OF THE BROKER DEALER

2:50 – 3:35         The VIEW THROUGH THE LENS OF THE ASSET MANAGEMENT FIRM

3:40 – 4:25         The VIEW THROUGH THE LENS OF THE LEADING FINANCIAL ADVISOR

4:30 – 5:15          THE VIEW THROUGH THE LENS OF THE FINANCIAL solutions provider

5:30 – 6:30         Networking Cocktail Reception with Silent Auction and keynote speaker, governor charlie baker

6:30 – 7:30         Program hosted by gord kluzak with Awards Ceremony and Live Auction

7:30 – 8:30         Networking Cocktail Reception Resumes 

Investing for Longevity: The View Through the Lens of the Broker Dealer
Moderated by Suzanne Siracuse, Publisher/VP, Investment News

John Bahnken
President, Citizens Wealth Management

Wendy Benson
Head of Wealth Management, MassMutual Financial Group

Wayne Bloom
CEO, Commonwealth Financial Network

Lisa Dolly
Chief Executive Officer, Pershing, a BNY Mellon company

Sanjiv Mirchandani
President, Fidelity Clearing & Custody Solutions

Investing for Longevity: The View Through the Lens of the Asset Management Firm
Moderated by Suzanne Siracuse, Publisher/VP, Investment News

William T. Connolly, CFA
Co-Head of Global Distribution, Putnam Investments

James A. Jessee, CIMA, CLU
Strategic Advisor, MFS Investment Management

Lorna Sabbia
Head of Retirement & Personal Wealth Solutions, Bank of America Merrill Lynch

Ted Truscott
CEO, Columbia Threadneedle Investments

Mark Wiedman
Global Head of iShares and Index Investments, BlackRock

Investing for Longevity: The View Through the Lens of the Leading Financial Advisor
Moderated by Sterling Shea, Global Head of Wealth & Asset Management, Dow Jones

Chuck Bean, CLU, CHFC
Founder & CEO, Heritage Financial Services, LLC

Debra K. Brede, CFP
Founder, D.K. Brede Investment Management Company, Inc.

Joseph F. Coughlin, PhD
Director, MIT AgeLab

John P. Hyland, CFP
Founder & Managing Director, Private Advisor Group

Susan C. Kaplan, CFP
President, Kaplan Financial Services, Inc.

Investing for Longevity: The View Through the Lens of the Financial Solutions Provider
Moderated by Sterling Shea, Global Head of Wealth & Asset Management, Dow Jones

Robert DeChellis
President and Chief Strategist, Allianz Exchange

Dan Ivascyn
Global Chief Investment Officer, PIMCO

Edmund F. Murphy, III
President, Empower Retirement

Payson F. Swaffield, CFA
Chief Income Investment Officer, Eaton Vance Management

The 2018 John B. Pearson ‘Excellence in Mentoring’ recipient is James A. Jessee from MFS Investment Management. We will present the award to Jim during the program where we will celebrate his achievements.

Past Recipients of the “Excellence in Mentoring” Award:

2017 Honoree
Bigs in Blue Program Represented by
Officer and Big Brother, Jeff Lopes
Commissioner William Evans
Police Chief William Gross

2016 Honoree
Fr. William p. Leahy, S.J.
President, Boston College

2015 Honoree
Charlie Baker
The Governor of the Commonwealth of Massachusetts, Former Big Brother

2014 Honoree
Thomas M. Menino
Former Mayor of Boston

2013 Honoree
Paul A. Margolis
Partner, Longworth Venture Partners

2012 Honoree
Robert L. Reynolds

2011 Honoree
Robert T. Cassato
Former Senior Advisor to the Chief Operating Officer,
Manulife Financial Corporation

2009 Award Naming
John B. Pearson
Former President and CEO, Big Brothers Big Sisters of Massachusetts Bay

2010 Honoree
William E. Dwyer III
Board of Directors and chair of the Big of the Year

Event Chair