Experiential Wealth, Inc.
Experiential Wealth, Inc.
Experiential Wealth, Inc.

Philip Chao Selected as CIT Panel Moderator at 2015 SPARK Forum

Sep 22, 2015 | Company News, Everything Else, Plan Sponsors


Philip Chao Selected as the CIT Panel Moderator at 2015 SPARK Forum

VIENNA, VIRGINIA – Chao & Company, Ltd. is pleased to announce that Philip Chao, will be a moderator at the 2015 SPARK Forum.The SPARK Institute is a member-driven, non-profit organization that is the leading voice in Washington for the retirement plan industry. SPARK helps shape national retirement policy by developing and advancing positions on critical issues that affect plan sponsors, participants, service providers, and investment providers.

Philip Chao has been selected as the moderator for the Collective Investment Trust (CIT) panel at the SPARK annual conference to be held at 9:20am on Tuesday, November 10th, at The Breakers, Palm Beach.  Philip Chao will be joined by a distinguish panel of retirement solution executives to explore the current thinking regarding CITs and their application by plan sponsors, and trends.  Panelists, Bob Gain, Managing Director of Blackrock and Glenn Dial, Managing Director Head of Retirement Strategy, AllianzGI, will share their insights and experiences in implementing CITs as investment solutions in the defined contribution market.


Media Contact:

Amanda Pagenhardt, (703) 847-4380 x 102, apagenhardt@ChaoCo.com

Chao & Company, Ltd., founded in 1992, is a Securities & Exchange Commission Registered Investment Advisor and serves as an ERISA Section 3(21) investment co-fiduciary or ERISA Section 3(38) investment management fiduciary to qualified retirement plans such as 401(k), 403(b), and 401(a) plans. The company offers investment advisory and portfolio management services to individuals and institutions.

Philip Chao, founder and principal, is an investment advisor representative and serves as the firm’s chief investment officer.