2021 Spark Forum
November 7, 2021
The SPARK Institute's signature event, the SPARK Forum is a renowned gathering of C-suite and senior executives in the retirement plan market. Join us November 7-9 at The Breakers, Palm Beach, FL.
See Us There
Featured Speaker
Shawn O'Brien, CFA
Director
Bio →
Shawn O'Brien, CFA
Director
Shawn oversees the Retirement practice at Cerulli Associates. In this role, Shawn oversees and mentors a team of analysts responsible for publishing research on the trends in defined contribution (DC) and IRA markets. Additionally, Shawn provides strategic oversight to Cerulli’s consulting projects focused on opportunities in the retirement space. Shawn frequently speaks at industry summits and conferences. Shawn is also responsible for overseeing the firm’s Data Analytics team.
Prior to joining Cerulli Associates, Shawn was a researcher at Harvard Business School where he co-authored case studies alongside professors Adi Sunderam and Luis M. Viceira focused on investment management for individual and institutional investors. Shawn started his career in investment operations at SSgA where he covered the firm’s equity collective investment trusts and institutional separate accounts.
Full biography here.
Cerulli Senior Analyst, Shawn O'Brien, will be a featured speaker, sharing actionable insights, unique perspectives, and key takeaways during this special three-day event.
Shawn leads Cerulli's U.S. Retirement research practice, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. He also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies.