March 25 - 26 | SOA Investment Symposium The two-day program will feature speakers who are actuaries, portfolio and hedge fund managers, rating agency analysts, derivatives and capital markets experts. Peter L. Bernstein, author of the bestselling "Against the Gods: The Remarkable Story of RIsk," will deliver the keynote address. |
March 31 - April 1 | SOA Equities-Based Insurance Guarantees Conference This seminar, held three-years running in the United States, is designed to give professionals with limited-to-moderate experience an understanding of how to better quantify, monitor, and manage the risks underlying the VA and EIA products. |
April 9 - 11 | The Retirement Industry Conference Sponsored by LIMRA, LOMA, NAFA, and the SOA, this conference provides retirement professionals with insights on the latest developments in individual annuities and other retirement income products, as well as in DB and DC retirement plans. Presentations will cover product development, risk management, marketing, and distribution as they pertain to retirement income solutions. |
April 9 - 10 | The 4th Annual Structured Products Association Summit Interest in structured products has been growing in recent years. High net worth investors now use structured products as a form of portfolio protection. Widely available to retail customers in Europe, these derivatives-based products can also offer protection of principal if held to maturity. |
April 29 - 30 | The Retirement Income Distribution Evolution Summit Sponsored by LIMRA, LOMA, NAFA, and the SOA, this conference provides retirement professionals with insights on the latest developments in individual annuities and other retirement income products, as well as in DB and DC retirement plans. Presentations will cover product development, risk management, marketing, and distribution as they pertain to retirement income solutions. |
June 1 - 3 | NAVA Compliance and Regulatory Conference JW Marriott Pennsylvania Avenue |
June 18, 2008 | FRC 4th Annual Retirement Forum The Fairmont Copley Plaza Hotel This one-day program is hosted by Financial Research Corp. Luis Fleites , vice president, director of retirement markets at FRC, and Laura Varas, FRC research partner, will co-chair discussions on "Building Multi-Market Solutions for the New Retirement Era." The luncheon speaker is Lincoln Anderson, CIO and Chief Economist at LPL. For more information, call (888-491-9788). |
June 29 - July 2 | NAVA Operations and Technology Conference Philadelphia Marriott |
July 23, August 13, and September 3 | Genworth Web Seminar Series: Wealth Management in a Weak Economy Enroll at retirementincomereporter.com How can advisors best counsel clients to stick to their asset allocation goals and not give in to behavioral biases during market downturns? Join in a one-hour, web-mediated discussion on this topic July 23 at 2 p.m. Panelists include Gary L. Roth, COO, United Capital Financial Partners, John Hill, CEO, Pinnacle Advisory Group, and Ira Fateman and Maurice Kamins, principals, Client Relationship Training. Other web seminars in the series include Tactical Asset Allocation on August 13 and When Returns Don't Meet Plan Expectation on September 3. |
August 3 - 6 | American Risk and Insurance Association Annual Conference Marriott Portland Downtown Waterfront |
August 7-8 | Retirement Research Consortium 10th Annual Conference National Press Club, Washington, D.C. This two-day event, "Determinants of Retirement Security," is hosted by the Center for Retirement Research at Boston College. It will feature panelists from universities, research organizations, think-tanks, and government agencies worldwide. |
October 5 - 7 | NAVA Annual Meeting Philadelphia Marriott |
October 26 - 28 | LIMRA Annual Meeting Westin Diplomat Resort & Spa |
November 2 - 4 | NAFA Annual Meeting Hyatt Regency Coconut Point Resort & Spa |