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Thought Leadership Series Events


	The 401kWire's 15th Anniversary Networking Dinner for Advisors The Capital Grille, The Chrysler Private Dining Room New York, NY Dec. 10, 2013 An exclusive networking event and dinner party for elite advisors to celebrate 401kWire's 15th anniversary Contact Marvin Woolard, 212-331-8999, for info on how to attend.

Events and Agendas are subject to change

Past Events


	MFWire Insight Roundtable The Harvard Club New York, NY Oct. 23-24, 2013 One day roundtable for investment managers entering the mutual fund space. Contact Marvin Woolard, 212-331-8999, for info on how to attend.


	MFWire Insight Breakfast Baker Tilly New York, NY Aug. 28, 2013 Breakfast networking for mutual fund distribution chiefs.


	The MFWire Influencers Summit Mandarin Oriental Boston, MA Oct. 4-5, 2011 Third Annual networking event and conference featuring the 40 Most Influential People in '40 Act Fund Distribution.


	DC Influencers' Summit: Seeing 2020 Mandarin Oriental, City Center Las Vegas, NV March 8-9, 2011 Third Annual networking event and conference featuring the 100 Most Influential People in Defined Contribution.


	The MFWire Influencers Summit: Distribution The Ritz-Carlton Boston, MA Oct. 25-26, 2010 Second Annual networking event and conference featuring the 40 Most Influential People in '40 Act Fund Distribution.


	DC Influencers' Summit: DC-iO 2010 Ritz-Carlton New York, Battery Park New York, NY April 20-21, 2010 Second Annual networking event and conference featuring the 100 Most Influential People in Defined Contribution.


	The MFWire Influencers Summit: Distribution The Four Seasons Boston, MA Sep. 30 - Oct. 1, 2009 Inaugaural networking event and conference featuring the 40 Most Influential People in '40 Act Fund Distribution.


	DC Influencers' Summit: DC-iO 2009 The Omni-Shoreham Hotel Washington, DC May 5-6, 2009 Inaugaural networking event and conference featuring the 100 Most Influential People in Defined Contribution.

More Thought Leader Events

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Past Conference Speakers

Sanjiv Mirchandani, President, National Financial

Bob Reynolds, President and CEO, Putnam Investments

Tom Faust, Chairman and CEO, Eaton Vance

John Calamos, Chairman, CEO and CIO, Calamos Investments

Keith Hartstein, President and CEO, John Hancock Funds

Brian Gaffney, CEO, Allianz Global Investors Distributors

Jim Jessee, Co-Head of Global Distribution, MFS

Ron Redell, President, DoubleLine Funds

Neil Bathon, Founder, FUSE Research Network

Carolyn Clancy, Executive Vice President of FundsNetwork, Fidelity

Sandy Motusesky, Director of Investment Solutions in the Product Management and Development Group, Pershing

Aaron Dillon, Director of Mutual Funds and ETFs, TD Ameritrade

Peter Thatch, Managing Director, Global Funds, Merrill Lynch

Jim Langham, Executive Director, UBS Wealth Management

Don Putnam, Founder and Managing Partner, Grail Partners

Charlie Nelson, President, Great-West Retirement Services

Dan Ross, CEO, Wechsler Ross & Partners

Richard Chambers, Chief Marketing Officer, J.P. Morgan Investment Management Americas

Christy White, Principal, Cogent Research

Stephen Ban, Managing Director, Nuveen Investments

Avi Nachmany, Executive Vice President and Director of Research, Strategic Insight

David Bauer, Founding Partner, Casey, Quirk & Associates

Lee Kowarski, Principal, kasina

Fred Barstein, Founder and Executive Director, The Retirement Advisor University

Steve Ulian, Head of Institutional Retirement and Benefit Plan Sales/Relationship Management & Investment Services, Bank of America Merrill Lynch

Jeff Hopson, Managing Director, Stifel Nicolaus

Joe Masterson, Chief Sales & Marketing Officer, Diversified

Craig Siegenthaler, Director in Equity Research, Credit Suisse

Bill Katz, Analyst, Citigroup

The 2010 Most Influential

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