Retiretech Forum 2.0

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Time

Topic
10:30 am - 11:00 am Registration and Refreshments
11:00 am - 11:10 am Welcome
  • Paul Tyler, Nassau Financial Group
11:10 am - 11:25 am State of Innovation in Insurance and the Mind of the Retiree
  • Shiva Balasubramaniyan, Chief Innovation Officer – Insurance, Capgemini
11:25 am – 11:55 am The State of the Annuity Industry
   – Introduction: Tom Buckingham, CGO, Nassau
  • Scott Hawkins, Conning
11:55 am – 12:40 pm Lunch and Networking
   – Ecosystem Remarks:
  • Peter Denious, AdvanceCT;
  • Michelle Cote, Launc[H];
  • John Wilson, UConn
12:40 pm – 1:25 pm CEO Fireside Chat - Building The Next Generation Retirement Company
   – Moderator: Paul Tyler, Nassau
  • Phil Gass, CEO, Nassau Financial Group
  • Bill Egan, CEO, Oceanview
1:25 pm – 2:10 pm Emerging Retail and Institutional Annuity Growth Opportunities
   – Introduction: Jan Buchsbaum, CPO, Nassau
   – Moderator: Ramsey Smith, ALEX.fyi
  • Rebecca Tadikonda, Athene
  • Igor Zamkovsky, BlackRock
  • Branislav Nikolic, The Index Standard
2:10 pm – 2:55 pm Delivering Retirement Solutions Through Advisors In A Digital Age
   – Introduction: Mark Fitzgerald, Saybrus Partners
   – Moderator: Mike Kalen, Covr
  • Adam Holt, Asset-Map
  • Mark Williams, Brokers International
  • Dierdre Woodruff, Canvas
  • Richard Romano, FIDx
2:55 pm – 3:40 pm Disrupting the Annuity Back-Office
   – Introduction: Sue Zophy, CSO, Nassau
   – Moderator: Samantha Chow, Capgemini
  • Yaron Ben-Zvi
  • Ellen Carney, Forrester Research
  • Chad Hersh, Amazon Web Services (AWS)
  • Nilesh Vaidya, Capgemini
3:40 pm – 3:50 pm Break
3:50 pm – 4:50 pm The Future of Digital Retirement Advice - Predictions & Pitches
   – Introduction: Jackie Bamman, CPO, Nassau
   – Moderator: Rob Swan, Sonr Global
  • Steve Hutchinson, AnnuityOS
  • Liz Loewy, EverSafe
  • Tom Beauregard, HCG Secure
  • Jean Smart, Penelope
  • David Macchia, Wealth2k
4:50 pm – 5:40 pm The Future of Retiretech Investing - Where Will the Money Go?
   – Introduction: Neel Datar, CIO, Nassau
   – Moderator: Doug Roth, Connecticut Innovations
  • Matt Perlman, IA Capital Group
  • Jason Gross, ManchesterStory
  • Drew Aldrich, Viewpoint Ventures
  • Marie-Christine Razaire, Northwestern Mutual Future Ventures
5:40 pm – 5:45 pm Re/Imagine Recap
  • Laura Dinan Haber, Nassau
5:45 pm – 6:30 pm Cocktails and Networking
   – Ecosystem Remarks:
  • Jared T. Kosky, Deputy Commissioner, Connecticut Insurance Department
  • Susan Winkler, CT IFS
 

Hotel Options

(note: we do not have a room block)

  1. W New York – Union Square – 0.3 Miles
    201 Park Avenue South, New York, NY 10003
  2. Walker Hotel Greenwich – 0.3 Miles
    52 West 13 Street, New York, NY 10011
  3. The Inn at Irving Place – 0.4 Miles
    56 Irving Pl, New York, NY 10003
  4. Marriot Hotels – 0.4 Miles
    20 West 22nd Street, New York, NY 10010
  5. The Marlton Hotel – 0.5 Miles
    5 West Eighth Street, NY 10011
  6. The New York Edition – 0.5 Miless
    5 Madison Avenue, New York, NY 10010
  7. The Flatiron Hotel – 0.5 Miles
    9 West 26 Street, New York, NY 10010

Transportation

Avis

Carmel Limo

Lyft

UBER

MTA (public transportation)

New York Transportation Info

Parking

69 5th Ave Garage - Parking in New York | ParkMe

7 E 14th St Garage - Parking in New York | ParkMe

96 5th Ave Garage - Parking in New York | ParkMe

ParkMe: The award-winning free app that helps you find the cheapest and closest parking around! Save money and get to your destination faster with ParkMe. We make parking easy.

For more ideas and information on travel and lodging please visit: http://www.nycgo.com

 
Nicholas BreniaRetiretech Forum 2.0