FINANCE, TECHNOLOGY AND MEDIA: A CONVERSATION WITH JOE MANSUETO, FOUNDER AND EXECUTIVE CHAIRMAN OF MORNINGSTAR, INC.

Joe Mansueto started Morningstar, Inc. out of his home with an investment of $80,000 when he perceived an opportunity to provide analysis and ratings on the emerging world of mutual funds. Today Morningstar is one of the most successful investment research and management firms in the world, providing data on nearly 540,000 investment offerings along with real-time global market data and investment management services. Through its investment advisory subsidiaries, the company has more than $200 billion in assets under advisement and management.

Mansueto also has branched out into print media, purchasing business magazines Fast Company and Inc. in 2005.

Joe will be interviewed by journalist and author Mark Miller on trends in finance, technology and media relevant to the 50+ market, including the tectonic shift to passive investing, fiduciary-driven holistic financial advice and robo-advice. Joe will also weigh in on the future of print media.

Mark Miller, Publisher & Editor, RetirementRevised

Joe Mansueto, CEO, Morningstar

 

THE POLITICAL ECONOMICS OF THE LONGEVITY ECONOMY

The Longevity Economy is viewed as a market opportunity by investors, entrepreneurs and corporations worldwide. Jody Holtzman, SVP, Market Innovation for AARP, was the first to size this market at $7.1 trillion, the third largest economy in the world after the U.S. and China. There is growing investment and entrepreneurial activity in this space. Learn who the players are and what the micro segments are within the market. Understand the role that government policy plays in shaping health innovation.

Jody Holtzman, Senior Vice President, Market Innovation, AARP

 

TECH-ENABLED HOME CARE — WHAT IS IT, WHAT SHOULD IT BE?

As the caregiver support ratio worsens, there will be a shortage of in-home care workers — what does it mean?  The Bureau of Labor Statistics has projected both the growing availability of home care jobs and the shortage of people to fill them. Over time,  the care gap will widen as the boomer population ages into their 80’s – and their care needs catch up with them.  During the past two years, the long unchanged home care industry is faced with disruptive startups — each of which is tech-enabled for finding, engaging and managing much-needed home care services. Hear insights from research about tech-enabled home care, with insights and reactions from executives in the home care industry.

Moderator: Laurie M. Orlov, Founder, Aging in Place Technology Watch

 

FINANCIAL RESILIANCE

What are the issues that boomers face regarding money and financial security. Health status, job status, caregiving needs and the extended family are all factors that impact financial security. Gain an overview of the issues involved in planning for and funding the later years of life. Discover the data about the high net worth “boomer” and the data about those who are financially insecure. Learn about benefits that are available and tools to approach wealth management and spending down. Discover the latest tools from the fin tech world that can be helpful in managing money and in preventing fraud and abuse.

Moderator: Richard Eisenberg, Senior Web Editor of the Money & Security and Work & Purpose, NextAvenue

 

THE RISE AND REVOLUTION OF TELEHEALTH

Telehealth is the fastest-growing segment of the healthcare industry as patients, providers, payers, employers and legislators recognize the far-reaching ability to provide the solutions necessary to significantly bend the cost curve while materially improving quality of life for patients and their caregivers. Learn the telehealth ecosystem and its complexity. Hear how telehealth can impact senior living and chronic disease management. Ziegler will share its Telehealth Sector Map that deconstructs this ecosystem, and outline the forces driving telehealth adoption.

Moderator: Patrick Crotty, Founder & President, Beatha Group

Adam Heller, Vice President, Ziegler Healthcare Investment Banking

John Lee, Sr. Director, Medicare, Walgreens

Jim Murphy, Vice President, Medicare & Retirement, UnitedHealthcare

 

NEW FRONTIERS IN PATIENT ENGAGEMENT AND EXPERIENCE

As patient engagement and the patient experience continues to be a hot topic, emerging solutions often fail to account for the not-so-pleasant real-life situations many patients encounter, including uncoordinated care, missing medical records and a lack of information on the “new normal” after beating an illness.

This panel will explore new way to incorporate the patient experience in healthcare delivery and patient-centered products and services. We will hear from physicians, executives and patients to learn about gaps in patient-centered care and engagement today and how developing a C-suite of patient experience experts and incorporating them into design processes can lead to innovative solutions.

Moderator: Elena Lipson, Principal and Founder, Mosaic Growth Partners

Charlotte Yeh, Chief Medical Officer, AARP Services, Inc.

 

THE WHAT’S NEXT PITCH FOR DISTRIBUTION

Back by popular demand, a select group of entrepreneurs will pitch investors and distribution partners for feedback and potential deals. The session will begin with Investors and partners discussing what they look for in partners, what trends that will dominate the longevity market in the coming year. Perspective companies must have annual revenue greater than $1 million. For pitching opportunities, email Allison Kluh, akluh@susandavis.com by February 1st.

Moderator: Jeff Makowka, Director, Market Innovation, AARP

 

SPEED DEALING

We all know the power of networking and building relationships. Most conferences will give you educational sessions to attend, but don’t allow for you to actually come home with qualified leads.  Introducing the What’s Next Boomer Summit Mingle in a Minute. This will be a chance for you to stand up in front of a crowded room with high quality individuals, prospects and leads and identify exactly who you would like to meet.

Entrepreneurs looking for investors, investors looking for deal flow, and start ups looking for distribution- join us for the ultimate speed networking session that will shine the spotlight on the most important brand in the room; yours! Come ready to speak efficiently and SPEEDILY about yourself, your company and the deals you want to make.

This is one session you cannot miss. Only at the Boomer Summit.

Organized By:

Meghan Tartell, Co-Founder, Tending, Inc.

Kimmey Hardesty, Co-Founder, Tending, Inc.

 

DIGITAL STRATEGY AND COMMERCE – SELLING PRODUCTS & SERVICES IN MATURE MARKETS

From search to social selling to understanding how data and analytics are driving acquisition and retention strategies, hear from these experts on how the sales process continues to evolve and what is driving older consumers and caregivers to buy. Learn what is new, what continues to work, and what has changed as these consumers embrace mobile platforms and inform the marketing strategies of companies in an increasingly crowded marketplace.

Moderator: Eric Taub, Writer, Technology and Business, New York Times

Ted Fischer, VP of Business Development, Hasbro, Inc.

 

CREATE, CO-CREATE OR CURATE: THE ROLE OF CONTENT IN YOUR MARKETING MIX

Get a hands on perspective on the power and uses of content for creating conversations and community for new brands. Learn how content and social platforms are leveling the playing field for young companies. Hear case studies from successful companies, and learn how engagement is evolving across platforms. Understand how podcasting and video are important to your content mix, and how your blog and email campaigns support brand and retention goals.

Moderator: Elisa Camahort Page, Chief Community Officer, SheKnows Media

Paul Vogelzang, Host of The Not Old – Better Show

 

THE FUTURE OF SENIOR CARE: AT HOME, IN SENIOR LIVING AND IN THE HEALTHCARE SYSTEM

We don’t need a crystal ball to look into the future of senior care – our panel, led by David Inns, CEO of GreatCall, along with leaders in senior living and health care – bring together trends, data and expertise to provide a glimpse into tomorrow. From technology and data to enhanced amenities, managed care, wellness and preventive care and vertical integration between levels of care, the conversation will shine a light on the evolution of this space and the impact, both economic and social.

Moderator: David Inns, CEO, GreatCall, Inc.