Vision: IRI Annual Meeting 2013

The leading conference for the insured retirement industry, where the industry’s most influential CEOs, executives and senior decision makers will explore the dynamics of an ever-changing market.

Please note that if a particular session is not included on this page, it is because IRI does not have permission to post the session content online or no materials were available. Presentations are available to meeting attendees. If you wish to access a particular presentations and did not attend Vision: IRI Annual Meeting 2013, please contact

Monday, September 23, 2013

Crafting Contagious Ideas
Speaker: Jonah Berger, James G. Campbell Associate Professor of Marketing, Wharton School at the University of Pennsylvania, Author of Best-Selling Book Contagious: Why Things Catch On

The U.S. and Global Economy: Near-Term Outlook
Speaker: Matthew Slaughter, Associate Dean for Faculty and Professor of Management, Tuck School of Business at Dartmouth

Diversifying Human Capital to Meet the Demands of a Dynamic Marketplace
Moderator: David Giertz, President, Distribution and Sales, Nationwide Financial
Panelists: Ken Louie, Assistant Vice President, Global Strategy, Marketing and Communications, Pershing LLC, a BNY Mellon company
Neetika Singh, Managing Director, BlackRock
Nate T. Yohannes Esq., Vice President - Associate General Counsel, Money Management Institute 

Washington Update
Speaker: Andy Freidman, Principal, The Washington Update

Tuesday, September 24, 2013

Disruptive Demographics: The Changing Face of Retirement (Materials Requested) 
Speaker: Joseph Coughlin, Ph.D., Director, Massachusetts Institute of Technology AgeLab

Advisor Perspectives: Navigating the Future
Moderator: Craig Lombardi, Managing Director, Head of Sub-Advisory and Defined Contribution Sales, AllianceBernstein
Panelists: Paul Fousek, AAMS, Financial Consultant, Horizon Wealth Management
John Jacobs, Senior Vice President, Wealth Management, UBS Financial Services, Inc.
Lisa Schomer, CFP(r), LPL Financial
Gus Stathopoulos, CFP(r), Vice President, Morgan Stanley