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Thursday, July 17, 2014

2:00pm - 2:45pm
Track: Broker View Track

HOW SHOULD YOUR FIRM BE THINKING ABOUT PRIVATE EXCHANGES: INSIGHT INTO 3 MARKET APPROACHES: BUILD, PARTNER, OR "WAIT AND SEE"

Moderator: Michael Trilli, Senior Analyst, AITE GROUP
Caroline K. Melson, CEBS, CBC, Area Vice President, North Central Region Private Exchange Practice Leader, ARTHUR J. GALLAGHER & CO.
Additional speakers to be announced
Frank B. Mengert, Director, Exchange Technology, EBENEFIT MARKETPLACE

What market factors should brokers consider when evaluating options for their own firms?

What are the financial considerations going down one path or another?

What is going well, and what are areas to watch out for?

Where is value being created and what best practices are in play to demonstrate in market? How is defined contribution being packaged and differentiated to clients?

What is role / opportunity in the individual market?

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