The Future of Retirement & Alternatives

Space is limited.  Don't miss out!

Tuesday, November 18
Summit Rooms 8-9

Gaylord Rockies Resort & Convention Center
6700 N Gaylord Rockies Blvd
Aurora, CO 80019
 

About this session

For the first time, retirement plans are beginning to open the door to private markets—an inflection point as transformative as the adoption of target-date funds nearly two decades ago. This forward-looking session explores what comes next for asset managers, recordkeepers, consultants, and plan sponsors.

Key themes include:

  • Market momentum: why alternatives are gaining traction in DC plans

  • Participant demand and the drive for diversification and improved outcomes

  • What plan sponsors are asking for—and where consultants see opportunities

  • How regulation, technology, and new structures are accelerating adoption

You’ll leave with a clear sense of how retirement investing is evolving, what forces are driving change, and where your firm can position itself to lead in the next era of retirement innovation.

Space is limited. Don't miss out!

Meet Our Speaker

Tony Davidow, CIMA® Follow me on LinkedIn

Senior Alternatives Investment Strategist
Franklin Templeton Institute

Choose Your Summit Experience

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EVENT Registration

Individual Passes
$1,799

Registration Includes:

  • Opening Reception
    Monday 5-7pm

  • All Event Sessions
    Tuesday 8am-5pm

  • Breakfast & Lunch
    Tuesday

  • Networking Dinner
    Tuesday 6pm
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ASCENT Sponsorship

Sponsorship + 2 Passes
$5,000

Sponsorship Includes:

  • Brand Visibility
    Logo featured on event signage, website, and program materials.

  • Network Recognition
    Align your firm with a curated audience of decision-makers.

  • Two Full Access Passes
    Connect with plan sponsors, asset managers, and innovators shaping the retirement landscape.

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APEX Featured Sponsorship

Featured Sponsor + 2 Passes
$10,000

Sponsor the Opening Reception, Lunch, or Networking Dinner
(only 2 per event)

  • Premium Brand Placement
    Prominent logo visibility on signage, website, and event materials.

  • Stage Recognition
    Opportunity to deliver Welcome Remarks at your sponsored event.

  • Exclusive Positioning
    Stand out as a featured sponsor with only two per event.

  • Two Full Access Passes
    Priority access to sessions and networking opportunities

Attendees are responsible for booking their own travel & lodging.

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Gaylord Rockies Resort & Convention Center

6700 North Gaylord Rockies Blvd
Aurora, CO 80019

Nestled at the edge of Colorado’s Front Range, the Gaylord Rockies Resort offers a scenic alpine retreat with breathtaking mountain views. Conveniently located just minutes from the airport and close to Denver’s top attractions, it’s the perfect setting for your Next Summit experience. Stay on-site with fellow attendees and enjoy unparalleled networking, exceptional dining, a relaxing spa, and a water park—all just steps away from the event’s meeting spaces.

Book Your Hotel Today for Best Rates 

Attendees are responsible for their own travel & lodging for this event.