Expanding Investment Opportunities for Retirement Plans

into Small Business Development

Friday, September 12, 2014
9:00am 1:00pm
U.S. Chamber of Commerce

8:30 Registration

9:00 Welcome
Aliya Wong, Executive Director of Retirement Policy, U.S. Chamber of Commerce

9:10 Keynote Address
Javier Saade, Associate Administrator for the Office of Investment and Innovation,
U.S. Small Business Administration

9:45 Plan Design Challenges and Opportunities A discussion of the recent trends in
plan design - the move away from traditional defined benefit plans, renewed
interest in managed investing in defined contribution plans - and how these trends
could impact institutional investing.

Speakers: Marla Kreindler, Morgan Lewis & Bockius, LLP
Terrance Power, President, The Platinum 401k, Inc.
Eric Ryles, Managing Director, Judy Diamond Associates

Moderator: Ian Lanoff, Principal, Groom Law Group

10:15 Break

10:30 Small Business Funding Past, Present, Future Experts will discuss trends in
small business funding and where needs still exist. This panel will review SBA loans
and bank lending as well as newer funding options.

Speakers: Joe Battle, Co-Founder & Principal, IYSIS Business Services
Jere Glover, of Counsel, Seidman & Associates, P.C.
Tom Quaadman, Vice President,
U.S. Chamber Center for Capital Markets Competitiveness

Moderator: Giovanni Coratolo, Vice President, Small Business Policy,
U.S. Chamber of Commerce

11:45 Lunch Break

12:15 Moving the Ball From Retirement Plan to New Business An exploration of how
retirement funding might be used to meet unmet needs for small business funding.

Speakers: Sam Gilbert, The Pension Forum
Josh Gotbaum, Former Director, Pension Benefit Guaranty Corporation
Pravina Raghavan, Deputy Associate Administrator,
U.S. Small Business Administration
Tarrus Richardson, CEO, IMB Development Corporation

Moderator: Alice Joe, Managing Director,
U.S. Chamber Center for Capital Markets Competitiveness

1:00 Closing Comments