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Deals & People July 30, 2024
Video: Jim O’Shaughnessy Talks Origins of the Kohler Conference
PLANADVISER talks with this year’s individual Vision Awards winner about the retirement conference at the front of a trend of bringing industry players together.
Reported by PLANADVISER Staff
Jim O’Shaughnessy, president of retirement and private wealth at HUB International, won this year’s individual PLANADVISER Vision Award for his work starting the Kohler Conference, an annual meeting of retirement industry leaders and changemakers in Kohler, Wisconsin. Jim talks with PLANADVISER about the humble beginnings of the retirement-focused conference that is now the Advisor Institute Forum run by the Defined Contribution Institutional Investment Association.