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2019 Retirement Industry Conference

The Nest Egg: Priority #1

April 3, 2019 – April 5, 2019
Baltimore Marriott Waterfront, Baltimore, MD
  • David Levenson

    President and Chief Executive Officer
    LIMRA, LOMA, and LL Global, Inc.
    David Levenson is responsible for leading the world’s largest association of life insurance and financial services companies, representing more than 1200 financial services companies across 60 countries. Most recently, he was a principal at Edward Jones and served on its management committee from 2015-2018. Levenson was responsible for all products distributed through its network of 17,000 advisors in the U.S. and Canada. Prior to joining Edward Jones in 2012, he was president of wealth management at The Hartford Financial Services Group, responsible for the firm’s individual annuity, individual life, mutual fund and retirement plan businesses.
  • Eric Rosenbach

    Co-Director, Belfer Center, Harvard Kennedy School
    Pentagon Chief of Staff (2015-2017)

     

    Eric Rosenbach is a highly-regarded senior executive and thought leader with two decades of experience running complex technology-centric organizations in both the private sector and government. He is a technologist with deep expertise in cybersecurity, fintech and big data, built on a genuine understanding of the underlying technology, policy and legal issues that often stifle innovation. Rosenbach served as the Chief of Staff to Secretary of Defense Ash Carter, and led the Department of Defense on cyber issues for six years. In the private sector, he directed the cybersecurity practice of a global management consulting firm that advised the executives of Fortune 500 companies on strategic risk mitigation strategies. Rosenbach taught at Harvard for several years, has authored many books, and contributed articles on national security issues.
  • Ann Compton

    Legendary ABC News White House Correspondent
    (1973 – 2014)

     

    Ann Compton has always been a pioneer. As the first woman assigned to cover the White House on network television and with 41 years on the air for ABC News, her longevity and impact are unparalleled. After retiring from daily coverage in 2014, Compton returned to ABC to cover the 2016 political conventions, as well as accepting a fellowship at Harvard's Kennedy School of Government focusing on media coverage of the 2016 election. She now combines her personal experiences on the White House beat with fresh scholarship from the prestigious Miller Center for presidential studies in Virginia.
  • Stephen Goss, ASA, MAAA

    Chief Actuary
    Social Security Administration
    Stephen Goss has been Chief Actuary at the Social Security Administration since 2001. He joined the Office of the Chief Actuary in 1973 after graduating from the University of Virginia with a Master’s Degree in Mathematics. Goss has worked in areas related to health insurance and long-term-care insurance as well as pension, disability, and survivor protection. He is a member of the Society of Actuaries, the American Academy of Actuaries, the National Academy of Social Insurance, the Social Insurance Committee of the American Academy of Actuaries, and the Social Security Retirement and Disability Income Committee of the Society of Actuaries.
  • Steve Vernon

    Research Scholar, Stanford Center on Longevity
    President, Rest-of-Life Communications

     

    In both his roles, Steve Vernon speaks, writes, and conducts research on the most challenging aspects of retirement, including finances, health and lifestyle. For more than 30 years, he consulted at Watson Wyatt and Mercer, helping Fortune 1000 employers design, manage and communicate their retirement programs. Vernon currently writes a regular blog column for CBS MoneyWatch, titled Money for Life. His latest book, released in July 2018, is Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life.
  • Jourdan Jones

    Senior Director, Market and Competitive Strategy
    TIAA

    Jourdan Jones contributes to a variety of strategic initiatives, including key areas of marketing strategic development, leveraging analytics to drive development and evolution of key marketing strategies. He is also responsible for keeping a close pulse on new market innovations, competitive developments, and building an ongoing, specific perspective to leverage innovation and opportunities to TIAA's advantage. Jones has over 10 years of financial industry experience, and has been with TIAA since 2011. Prior to joining TIAA, he worked in a sales and service capacity for Fidelity Investments, Prudential Financial, and Wells Fargo Bank.

  • Jason Young

    Co-Founder and CEO
    MindBlown Labs
    Jason Young leads MindBlown Labs, a financial wellness innovation lab specializing in creating solutions that engage, educate, and motive Millennials and members of Gen Z to save and invest for the future. In 2017, Young became the youngest member of the board of the National Endowment for Financial Education. He was appointed by President Obama to a special advisory council on financial capability for young Americans. Young is also Co-Founder and Board Chair of The Hidden Genius Project, a non-profit that trains and mentors black male youth in technology creation, entrepreneurship, and leadership.