October 19, 2017

Hosted by Eversheds Sutherland 

at

700 Sixth Street, NW, Suite 700
Washington, D.C.
20001-3980

 

As we gear up for Older Investors Summit 2017, we will be consistently updating our agenda to reflect session changes, speaker additions, and more. Check this page often to keep informed on what we have in store for you.

 

Preliminary Agenda
As of October 12, 2017

   
 8:15 AM – 9:00 AM


Breakfast

 9:00 AM – 9:15 AM


Welcoming Remarks  

Speaker:

Catherine J. Weatherford
President and Chief Executive Officer
Insured Retirement Institute (IRI)


 9:15 AM – 9:45 AM 


Retirement Planning and Older Investors: An Overview  

Speaker:

The Honorable Lance Robertson
Assistant Secretary for Aging
Administrator, Administration for Community Living
U.S. Department of Health and Human Services

 9:45 AM – 10:15 AM

 
The View from Capitol Hill: The Senior$afe Act and Beyond 

Moderator:

Holly Smith
Partner
Eversheds Sutherland

Speakers:

Rashage Green
Democratic Deputy Chief Counsel
Senate Special Committee on Aging

Elizabeth Herman
Legislative Counsel
Office of Sen. Claire McCaskill (D-MO)

Philip Swartzfager
Legislative Director
Office of Rep. Bruce Poliquin (R-ME)

 10:15 AM – 10:45 AM


Executive Spotlight: An Industry Perspective

Speaker:

Robert DeChellis
President & Chief Strategist
Allianz Exchange


 10:45 AM – 11:00 AM


 Break


 11:00 AM – 12:00 PM


Just the Facts: Understanding the Issues & Financial Consequences Facing Older Investors

Moderator:

Tina Ambrozy
President
NFS Distributors, Inc.

Panelists:

Jean Accius, PhD
Vice President, Independent Living/Long-Term Services and Supports
AARP Public Policy Institute

Paul Greenwood
Deputy District Attorney
Elder Abuse Protection Unit

San Diego District Attorney’s Office

Detective Larry "Skip" Swain
Fresno County Sheriff’s Department


 12:00 PM – 1:00 PM


 Lunch


 1:00 PM – 2:00 PM 


Regulator Roundtable: Initiatives to Educate and Protect Older Americans 

Moderator:    

Bruce Bettigole
Partner
Eversheds Sutherland

Panelists:        

Michael Canning
Director of Policy
North American Securities Administrators Association (NASAA)

Mark Sagat
Assistant Director, Financial Policy and Legislation
National Association of Insurance Commissioners (NAIC)

Ann-Marie Mason
Vice-President and Counsel, Regulatory Operations
Financial Industry Regulatory Authority (FINRA)

 2:00 PM – 2:15 PM Break

 2:15 PM – 3:15 PM  Protecting Older Investors: The Role of Training and Compliance Programs 

Moderator:

Sean Cassidy
Vice President, Government Affairs
Voya Financial

Panelists:

Sarah Gill
Senior Vice President & Associate General Counsel, Regulatory Relations, Strategy & Policy
LPL Financial

Luis E. Henríquez
Corporate Vice President, Corporate Compliance
New York Life Insurance Company

Jennifer Powell
Vice President and Chief Compliance Officer, Annuities and Individual Life Insurance
Prudential Financial

Mohana Terry
‎Senior Director & Counsel
AXA


 3:15 PM – 4:00 PM 


Best Practices for Working with Older Investors

Moderator:

Patrick Temple-West
Financial Services Reporter
Politico

Panelists:

Millicent P. Eubanks
Vice President – Investment Officer
Wells Fargo Advisors

Todd A. Lowery CFP, ChFC, CLU, FLMI
Senior Director, NFS Compliance
Nationwide

Michael Herndon
Deputy Assistant Director, Office of Older Americans
Consumer Financial Protection Bureau

 4:00 PM – 4:15 PM 


Closing Remarks

Speaker:         

Catherine J. Weatherford
President and Chief Executive Officer
Insured Retirement Institute (IRI)



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