May 24 “Campaign for Investors” Program Schedule

Registration will begin at 8.15. The program will start at 9.00 AM and finish at 12.30. An informal lunch will follow.

8.15-9.00  Registration

9.00-9.30 “Welcome and Introduction to the Campaign for Investors” Knut A. Rostad, Mary Malgoire. Institute for the Fiduciary Standard

9.30-10.00 “Investing and Investors, Present and Future” Vanguard Founder John C. Bogle

10.00-10.40  “The DOL Rule: What it Means for Investors” Phyllis Borzi, Department of Labor; Patrick Sullivan Private Advisor Group; Bill Harris, Personal Capital; Ron Rhoades, (Moderator) Western Kentucky

10.40-11.00 Break

11.00-11.40  “What Great Advice Means” Dan Solin, The BAM Alliance; Scott Puritz, ReBalance IRA; James Allen, CFA Institute; Jim Patrick, Envestnet; Skip Schweiss, (Moderator), TD Ameritrade

11.40-12.00 John C. Bogle Award to Luis A. Aguilar

12.00-12.30 Bogle, Borzi, Aguilar Closing Panel.

12.30-1.30  Informal lunch

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