Tuesday, June 10

11:00 AM – 11:50 PM
Lunch and Networking

12:00 PM – 1:00 PM

Opening Fireside: From Growth to Acceleration

Speakers: Rob Barnett, President and CEO  |  Bill Farrell, Chairman of Great Gray

Join a fireside chat that will set the tone for our two days together. Rob will discuss many topics with Bill, such as acceleration as a mandate, data, technology and momentum. He will highlight key themes for the event with key takeaways.

1:00 PM – 2:00 PM

From Spreadsheets to AI: How Great Gray Is Rewriting Retirement Technology

Speakers: Pratyush Rao, CTO  |  Isabelle Blankmeyer, Head of Product – Technology  |  Zee Hamza, Director of Data Science & AI

Great Gray is making technological acceleration the mandate in retirement. We are building the infrastructure of tomorrow with AI at the core: streamlining operations, sharpening decision-making, and unlocking new levels of personalization. Investments in machine learning, intelligent automation, and scalable data systems aren’t just driving efficiency, they’re raising the bar for what’s possible across the entire ecosystem.

2:00 PM – 3:00 PM

Operational Agility: Investing in our Strengths

Speaker: Jen Matz, Chief Operating Officer

The evolution of Great Gray’s operational infrastructure is important to ensuring we have the agility to serve our clients well as their needs and the markets evolve. This session will discuss how we continue to leverage our operational strengths while adapting to changes that will allow us to create leading edge client solutions.

3:00 PM – 3:15 PM
Coffee/Refreshment Break

3:15 PM – 3:45 PM

Digital Distribution & Advisor Activation

Speakers: Scott Barker, CMO  |  Alexis DeVilling, Digital Marketing Director

In a crowded retirement ecosystem, attention is currency. This session will unpack Great Gray’s modern distribution strategies and advisor activation. Discover the tools and tactics driving measurable growth and strong relationships for asset managers.

3:45 PM – 4:45 PM

Policy

Speakers: TBA

What policy priorities and related initiatives will impact ERISA-covered retirement plans and their service providers for next 4 years – and how industry can collaborate with DOL to improve retirement policy and outcomes for retirement savers.

5:00 PM – 6:00 PM
Happy Hour with Light Bites

7:00 PM – 9:00 PM
Formal Dinner at Del Frisco’s Back Bay

8:30 AM – 9:30 AM
Breakfast and Networking

9:30 AM – 10:10 AM

Strategy & Paradigm Shifts

Speaker: Dan Dal Degan, Board Member of Great Gray and veteran Sales Executive with Oracle and Salesforce

Most professionals think they understand strategy: it’s a roadmap, a plan, a set of tactics. But that mindset misses the mark. In this provocative session, veteran executive and sales leader Dan Dal Degan explores strategy in-depth and reveals how to create one powerful enough to reshape entire industries.

10:15 AM – 11:00 AM

Scaling With Intention: How Our Relationship Team Is Evolving

Speakers: Julie Wimer, Head of Relationship Management

As Great Gray and our team grow, our mission is steady: deliver more value to our relationships in the ecosystem. This session will share how we’re evolving our model to stay aligned, strategic, and deeply connected to the people we serve. Growth isn’t just about headcount; it’s about clarity of focus. It’s about scaling what works, streamlining what doesn’t, and bringing the right insights to the right people at the right time.

11:00 AM – 11:15 AM
Coffee/Refreshment Break

11:15 AM – 12:00 PM

Spotlight: RPAG Innovation

Speakers: Isabelle Blankmeyer, Head of Product – Technology  |  Brooke Visagie, Advisor Service Associate at RPAG

Blankmeyer and Visagie will showcase the latest RPAG innovations, platform, and how RPAG can enhance operational efficiency and client service.

12:00 – 1:15 PM
Plated Lunch

1:15 PM – 2:00 PM

M&A: What We’re Watching

Speakers: Brennin Kroog, MD at Lazard  |  Scott Abramowitz, Partner at Ropes & Gray

Insights into M&A in the retirement ecosystem.

• What’s in scope (i.e., “what comprises the retirement ecosystem”)?
• Key drivers
• Active sectors and participants
• Macro-factors
• Forecasts

2:00 – 2:45 PM

Changing U.S. Demographics and Implications on Retirement Products

Speakers: Olivia Mitchell, Executive Director at Wharton Pension Research Council  |  Angie Chen, Head of Savings and Household Finance at the Boston College CRR

Moderated by Jason Levy, Sr. Counsel at Great Gray Trust Company

With the shift from pensions to participant-directed plans like 401(k)s, individuals face increased financial decision-making, especially amid age-related cognitive decline. This session examines the financial risks to retirees and families, highlighting the need for policy and product innovations to support a more resilient retirement system.

2:45 – 3:00 PM 

Wrap Up: What’s Next for Great Gray

Speaker: Julie Wimer, Head of Relationship Management and Product

Julie Wimer will provide a summarized output from both days, reinforce Great Gray’s vision, growth trajectory, and key takeaways for the future.

3:00 PM – 5:00 PM
Happy Hour at Trifecta, Lobby Bar at the Four Seasons, Dalton Street