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the approaching disruptive trends in the retirement business

June 18, 2008 . Introducing Mercatus. Consumer-focused strategy consulting and investingA team of experienced financial services industry executivesThought leaders in the critical areas of change in retail financial servicesExperienced operators, consultants, investors, and decision makers in retail financial servicesPassionately focused on what it takes to succeed in the demanding retail financial services marketplaceSupported by the venture capital investment expertise of Village Venture9443

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the approaching disruptive trends in the retirement business

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    1. The Approaching Disruptive Trends in the Retirement Business Retirement Forum Fairmont Copley Plaza Boston, Massachusetts June 18, 2008

    2. June 18, 2008

    3. June 18, 2008 Discussion Topics Conditions for Disruptive Change and the Early Evidence The Big Disruption: Retirement And Now What? What to Expect in the Future

    4. June 18, 2008 CONDITIONS FOR DISRUPTIVE CHANGE AND THE EARLY EVIDENCEConsumers� Perceptions of Financial Services Have Significantly Evolved

    5. June 18, 2008 A Dramatic Blurring of Traditional Industry DefinitionsIs Occurring

    6. June 18, 2008 Consumer Behavior is Simply No Longer the Same�

    7. June 18, 2008 And the Continued Evolution of Consumer Behavior Can Be Confidently Forecasted

    8. June 18, 2008 THE BIG DISTRUPTION: RETIREMENTAging Baby Boomers Will Drive Innovation and Create Opportunities

    9. June 18, 2008 �Retirement Planning� Has Become a Mainstream Consumer Activity

    10. June 18, 2008 Consumer Behavior SuggestsGreat Attention to Their Retirement Investments

    11. June 18, 2008 AND NOW WHAT? Mercatus Has Recently Completed a National ConsumerSurvey on Financial Services Decisionmaking

    12. June 18, 2008 Trust Emerged as the Critical Factor in Consolidating Consumer Assets

    13. June 18, 2008 A Wave of Web-based Solutions Seek to Capitalize on Consumers� Priority on Trust

    14. June 18, 2008 Five Start-ups to Watch in Retirement Planningand Investment Management

    15. June 18, 2008 The Attendees at Recent 2008 Finnovate Conference Spotlights From Where the Disruptive Changes Should Be Anticipated

    16. June 18, 2008 What to Expect�

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