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Service / DC Services/ Annual Defined Contribution Conference
Leading Thinkers. Leading Edge Solutions.
Wednesday, July 13, 2011 at the Chicago Booth Gleacher Center

Keynote speaker: Robert C. Merton
Distinguished Professor of Finance, MIT Sloan School of Management

Gleacher Center, Room 100,
450 North Cityfront Plaza Drive,
Chicago, Illinois 60611
(312) 464-8787
www.gleachercenter.com
Conference Agenda
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8:30-9:15 am Welcoming Remarks and the Dimensional Story
David G. Booth
Chairman and Co-Chief Executive Officer, Dimensional Fund Advisors
  Next Generation Retirement Planning
Robert C. Merton
School of Management Distinguished Professor of Finance, Massachusetts Institute of Technology, Resident Scientist, Dimensional Fund Advisors
 
10:15-10:30 am Break
 
10:30-11:15 am Key Issues Facing America's Retirees and How We Can Improve Outcomes
William W. Bradley
US Senator, Best-Selling Author and Radio Host, American Voices
 
11:15 am-12:00 pm The Evolving Employer--Employee Retirement Partnership
David Wray, President
Profit Sharing/401(k) Council of America
 
12:00-1:00 pm Lunch Presentation
Default Investing--How Glidepaths Can Lead to Crash Landings
Dining Room 621

Zvi Bodie
Professor of Finance and Economics, Boston University School of Management
 
1:00-1:45 pm New Insights into Investment Decision Making
Warren Cormier
President and Founder, The Boston Research Group

Tim Kohn
Head of Defined Contribution and Vice President, Dimensional Fund Advisors
 
1:45-2:15 pm Dimensional Investment Update
Gerard K. O'Reilly
Head of Research and Vice President, Dimensional Fund Advisors
 
2:15-2:30 pm Break
 
2:30-3:30 pm Industry Panel: Best Practices in a Changing Environment
Moderator: Craig Horvath
Global Head of Consultant Relations and Vice President, Dimensional Fund Advisors

Sue Walton
Senior Investment Consultant, Towers Watson

Ted Benna
"Father of the 401(k)," PresidentThe 401(k) Association, Chief Operating Officer, Malvern Benefits Corporation

Rodrigo Alamos
Director of Chilean Pensions, Capital Advisors

W. Scott Simon
Principal, Prudent Investor Advisors

Gary Allen
Principal, Prudent Investor Advisors
 
3:30-3:45 pm Concluding Remarks
Tim Kohn