Save the date: 2019 Retirement Planning Seminar
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San Francisco, CA
Speakers
We’ve lined up experts in the financial and non-financial aspects of retirement planning, who will speak at this year’s seminar. Click below to read biographies of some tentative speakers.
Executive Director
646-884-9886
flastname@rpb.org
About Kathy
Robert manages the RPB’s participant and employer relationships. Prior to joining the RPB, he was the Director of Investor Relations and Fund Marketing for Thomas, McNerney & Partners, a healthcare venture firm focused on investing in life science and medical technology companies. Before joining TMP, Robert was a Director in the Alternative Investments group/Asset Management division of Credit Suisse AG and head of investor relations for private equity, which included DLJ Merchant Banking Partners and DLJ Investment Partners, as well as other regional and sector-focused fund groups. Prior to Credit Suisse, Robert spent nine years with Apax Partners, a global private equity firm with more than $40 billion under advice/management, as the Director of Investor Relations and Information Management for all US funds. He received a B.S. in Economics from Allegheny College and his J.D. from Temple University School of Law in Pennsylvania, where he began his career as a practicing attorney for over 12 years.
Executive Director
646-884-9886
flastname@rpb.org
About Jim
Robert manages the RPB’s participant and employer relationships. Prior to joining the RPB, he was the Director of Investor Relations and Fund Marketing for Thomas, McNerney & Partners, a healthcare venture firm focused on investing in life science and medical technology companies. Before joining TMP, Robert was a Director in the Alternative Investments group/Asset Management division of Credit Suisse AG and head of investor relations for private equity, which included DLJ Merchant Banking Partners and DLJ Investment Partners, as well as other regional and sector-focused fund groups. Prior to Credit Suisse, Robert spent nine years with Apax Partners, a global private equity firm with more than $40 billion under advice/management, as the Director of Investor Relations and Information Management for all US funds. He received a B.S. in Economics from Allegheny College and his J.D. from Temple University School of Law in Pennsylvania, where he began his career as a practicing attorney for over 12 years.
Executive Director
646-884-9886
flastname@rpb.org
About Bob
Robert manages the RPB’s participant and employer relationships. Prior to joining the RPB, he was the Director of Investor Relations and Fund Marketing for Thomas, McNerney & Partners, a healthcare venture firm focused on investing in life science and medical technology companies. Before joining TMP, Robert was a Director in the Alternative Investments group/Asset Management division of Credit Suisse AG and head of investor relations for private equity, which included DLJ Merchant Banking Partners and DLJ Investment Partners, as well as other regional and sector-focused fund groups.
Executive Director
646-884-9886
flastname@rpb.org
About Susan
Robert manages the RPB’s participant and employer relationships. Prior to joining the RPB, he was the Director of Investor Relations and Fund Marketing for Thomas, McNerney & Partners, a healthcare venture firm focused on investing in life science and medical technology companies. Before joining TMP, Robert was a Director in the Alternative Investments group/Asset Management division of Credit Suisse AG and head of investor relations for private equity, which included DLJ Merchant Banking Partners and DLJ Investment Partners, as well as other regional and sector-focused fund groups. Prior to Credit Suisse, Robert spent nine years with Apax Partners, a global private equity firm with more than $40 billion under advice/management, as the Director of Investor Relations and Information Management for all US funds. He received a B.S. in Economics from Allegheny College and his J.D. from Temple University School of Law in Pennsylvania, where he began his career as a practicing attorney for over 12 years.