speakers

Speakers

  • Paul Curley

    Director of College Savings Research, Strategic Inisght

    Paul Curley, CFA, joined Strategic Insight (SI) as a research analyst in 2008 and currently oversees 529 and ABLE market data, research, events and digital products and services for institutional clients. He is the primary SI contact for proprietary data aggregation and analysis of 529 savings plans, 529 prepaid plans and ABLE accounts, and authors SI’s weekly, quarterly and annual business intelligence publications on the college financial planning market. He is also the Editor-in-Chief of the 529 Dash e-newsletter and the 529 Insiders website for financial advisers, institutions and the media; the website also provides marketing services for program managers. Before joining Strategic Insight, Paul was at Loomis, Sayles & Company, L.P. as a fixed-income operations analyst. He also worked in the global treasury and custody fund accounting areas of Investors Bank & Trust. Paul received an MBA from Boston College, where he was awarded the Anne Murphy Award for outstanding contri­bution to the program, and was accepted into the Beta Gamma Sigma honorary society. He also received a Bachelor of Arts degree in economics and political science from Emory University.

Special Sessions

“529 Essentials Seminar” (pre-conference session – September 23)
Whether you are new to the college financial planning market or a seasoned pro, this insightful full-day seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving tax, regulatory, governance, financial aid, investment and operational implications driving the market today.

ABLE Deep-Dive Afternoon Summit (post-conference session – September 25)
With the launch of ABLE accounts in 2016, we’re dedicating an entire afternoon to product training, news and trends on how firms are involved in the industry, and how firms can successfully participate in the industry from a consumer, product, marketing, distribution and outlook perspective.

Sponsorship Information:
Austin Ulep
Director, Key Accounts
617-913-0571
austin.ulep@strategic-i.com

General Information:
Carol Popkins
Senior Vice President, Global Event Operations
203-461-0985
carol.popkins@strategic-i.com