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Live Event

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

Shawn O'Brien, CFA

Senior Analyst

Bio →

Shawn O'Brien, CFA

Shawn O'Brien, CFA

Senior Analyst

Shawn leads the 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.

Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies on investment management for professional and personal investors and managing and innovating in financial services. Prior to that, he worked in the Currency Management group at State Street Global Markets, employing currency overlay strategies for large asset managers and asset owners.

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.

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The Spark Forum

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