I have been in many conversations and listened to numerous market observers, economists, and strategists over the past 18-months regarding the U.S. economy. Since the end of the Pandemic and the start of the Fed’s hiking cycle, there has been much speculation about No...
Publicly Speaking
The SPARK Institute 2023 Forum Conversation with Kourtney Gibson, Sr. Executive Vice President at TIAA
Moderating the opening Keynote session at the SPARK Forum 2023 with Kourtney Gibson, Sr. Executive Vice President at TIAA responsible for all core TIAA retirement business. Kourtney shares her passion and the TIAA mission for helping American workers to retire in dignity.
The SPARK Institute 2022 Forum Conversation with Manny Roman, CEO of PIMCO
On Monday, November 7, 2022, Philip had the privilege to have a one-on-one conversation with Manny Roman, PIMCO’s CEO, at The SPARK Institute, Inc. Forum in Palm Beach, FL.
SPARK Forum 2021 – Intermediary Consolidation: What are the Ramifications?
Here is a link to the video of a panel talk in which Philip Chao took part.
SPARK Forum 2021- PEP: Welcome to the World, Now What?
Here is a link to the video of a panel talk in which Philip Chao took part.
SPARK Form 2021 – Annuity in DC Plan: Two Years Since SECURE
Here is a link to the video of a panel talk in which Philip Chao took part.
PIMCO DC Consulting Study Panel Moderated by Philip Chao at SPARK
At the November 6, 2020, SPARK Forum, Philip Chao moderated a panel regarding the “Retirement Tier” with Rick Fulford, EVP and Head of DC at PIMCO and Jarrott Heath, Director of Investments and Co-Chairman of the Investment Committee at Comperio Retirement Consulting....
Decumulation Panel Moderated by Philip Chao at SPARK
At the November 5, 2020, SPARK Forum, Philip Chao moderated a panel regarding lifetime income or decumulation with Matthew Gray, AVP, Worksite & Middle Markets at Allianz Life, Stave McCoy, CEO at iJoin and James Olson, managing Director at FPS Group. Here is a...
Philip Chao hosts Jenny Johnson, CEO & President, Franklin Templeton, at the 2020 SPARK Forum
At the November 4, 2020, SPARK Forum, Philip Chao interviewed Jenny Johnson, CEO & President of Franklin Resources. Here is the link to the interview video.
2019 SPARK Forum – Panel Discussion: Factoring In the Human Factor
https://www.youtube.com/watch?v=UOubfA6m_Y8&feature=youtu.be
2019 SPARK Forum – An Industry in Transition: A conversation with Dick Darian
https://www.youtube.com/watch?v=SpzBqagVI5E&feature=youtu.be