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
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 |
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| 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 |


