First Ever (K)onvergence Summit Convenes in New York City June 17/18, 2013


First Ever (K)onvergence Summit Convenes in New York City June 17/18, 2013

EAST GRANBY, Conn.--(BUSINESS WIRE)-- Today, over 800 top retirement plan investment advisers and investment analysts in the nation were invited to the first ever (K)onvergence Summit where they will have the opportunity to meet face‐to‐face with top portfolio managers from 10 leading investment management firms and complete due diligence on these firms simultaneously, sparing the need for multiple meetings. (K)onvergence will be held June 17 and 18, 2013 in New York City, NY. Speakers include Chief Investment Officers, portfolio managers, retirement plan investment analysts, and investment platform managers with an exclusive focus on defined contribution plans. (K)onvergence is by invitation only. Invited to attend are specialized defined contribution plan advisers, representing the largest retirement plan practices in the nation. Also participating are select advisory firm investment analysts and service provider investment platform managers.

"Having Chief Investment Officers and Portfolio Managers of 10 firms accessible at one single venue and ready to answer our inquiries makes our due diligence process more efficient. This event will further enhance the quality of information we gather for the investment reviews we deliver to retirement plan sponsors and plan fiduciaries," says Stephen Popper, AIF®, Managing Director, SageView Advisory Group.

(K)onvergence was born of the realization that there were no industry‐wide 401(k) plan conferences for Advisers and Analysts with an exclusive focus on investment funds. The program will consist of general sessions addressing relevant macro themes as well as breakout sessions where Advisers and Analysts may hear first-hand from portfolio managers. Additionally, there will be sessions for attendees to discuss best practices for asset allocation models, analytical tools, and the role of fees in the construction of retirement plan investment menus and opportunities for registered attendees to meet in small groups with select portfolio managers. Ten investment management firms sponsor (K)onvergence including:

• American Century Investments

• Franklin Templeton Investments

• Goldman Sachs Asset Management

• J.P. Morgan Asset Management

• John Hancock Mutual Funds

• MFS Investment Management

• OppenheimerFunds, Inc.


• Putnam Investments

• RidgeWorth Investments

Sterling Shea, Managing Director and Head of Advisor Programs at Barron's Winner's Circle will emcee the Summit which will feature a number of the industries top investment management professionals. Slated to appear are:

Jonathan A. Beinner, Chief Investment Officer and Co-Head of Global Fixed Income and Liquidity Management for Goldman Sachs Asset Management

Bob Boyda,Head of Global Asset Allocation, Portfolio Solutions Group, John Hancock Asset Management

Joseph C. Flaherty, Jr., Chief Risk Officer, MFS Investment Management

Henry Kao, Senior Vice President, PIMCO

D. William Kohli, Co‐Head of Fixed Income, Investment Management, Putnam Investments

Peter A. Langerman, Chairman, President and CEO, Franklin Mutual Advisers, LLC

Daniel P. Oldroyd, CFA, CAIA, Executive Director, Portfolio Manager, J.P. Morgan Asset Management

Mills Riddick, CFA, Chief Investment Officer and Portfolio Manager, Ceredex Value Advisors

Art Steinmetz, Chief Investment Officer, OppenheimerFunds, Inc.

Richard Weiss, Senior Vice President, Senior Portfolio Manager, American Century Investments

Detailed agenda posted at The (K)onvergence Summit is organized by EACH Enterprise, LLC.

About EACH Enterprise

EACH Enterprise, LLC is dedicated to the institutional retirement plans market, serving investment management firms and recordkeeping service providers exclusively. EACH Enterprise helps client firms establish and maintain a clear position in target markets with coordinated initiatives involving research, reporting, news release, social media, public speaking, meeting planning, and campaign management services.

EACH Enterprise has been designing bold and innovative programs since its foundation in 2007, relying on a network of talented professionals with years of experience in retirement plans, research, meeting planning, communication, design, Website development, marketing, sales, distribution management, project management, and human resource management. The firm organizes a number of events every year including the (K)onvergence Summit, the Annual Planning Meeting and the Semi‐Annual Meeting of the Retirement Advisor Council, two meetings of the Client Relationship Management Roundtable, two meetings of the Participant Strategy Roundtable, the Account Management Roundtable, and the Retirement Plan Chief Marketing / MarCom Officer Roundtable.

For more information and/or interview requests:
Kitchen Public Relations for EACH Enterprise, LLC
Brian T. Hyland, 212-687-8999 x203

KEYWORDS: United States North America Connecticut New York


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