NOTE: You must RVSP for this event in advance in order to gain access to the building.  I must submit your names to security so that you can come up to the office.

Overview

IRAMarket.com helps consumers learn and make informed choices about their retirement plans.  Job changers and retirees can use IRAmarket to compare banks and brokers, and choose the right individual retirement account (IRA).

Our site, IRAMarket.com, is currently in closed alpha (Feedback Forum attendees can use invite code: feedback).  Free to use for consumers, the site currently provides profiles of 20 banks and brokers, and aggregates their offers for new customers, e.g. cash back, free trades, free advice.

Our goal is to create a market where banks and brokers compete for your 401k or IRA rollover with cash back and other personalized offers. 

Discussion Points

Ways to generate traffic.  Our primary strategies are natural search and social marketing.  We are gearing up to start publishing regularly and sharing content.  We need ideas on what to prioritize as we work to become a trusted expert in our niche.

Ways to extend site functionality to other sites and platforms.  We’re looking for good ideas on how to leverage other sites’ traffic in a mutually beneficial way.

Ways to provide live support.  We’ve received feedback that providing live support will be critical for converting high-value leads. What tactics should we consider, and how should we balance customer service and fulfillment cost.

Bios

Bill McNulty founded Decision Tree Media, a financial services marketing and lead generation company serving Fortune 100 clients.  Previously, Bill was a Vice President and financial services specialist in JPMorgan Chase’s M&A group.

Ted Yang is a senior technology executive with extensive financial services experience, most recently at Bridgewater Associates, Citadel Investment Group and Salomon Smith Barney.

Neal Brandi is a senior technology executive with over 30 years of financial services experience, most recently at Bridgewater Associates, Morgan Stanley and Marsh McLennan.

Hosted By Chadbourne & Parke LLP

Chadbourne & Parke LLP, founded in 1902 by Thomas L. Chadbourne, currently has some 400 lawyers and tax advisors in 12 offices in nine countries. Chadbourne is  best known for its global practice in project finance and energy, international insurance and reinsurance practice, and corporate transactions.

Recently Chadbourne & Parke has been named as a Go-To Law Firm® by Corporate Counsel in the areas of litigation, corporate transactions/mergers and acquisitions and securities by the legal teams for four Fortune 500 companies.

Monday, May 24, 2010   7PM - 9PM

Chadbourne & Parke LLP

30 Rockefeller Center

New York, NY 10112

Nearest subways B/D/V/F at Rockefeller Center

About the Feedback Forum

The Feedback Forum is a monthly gathering of NYC entrepreneurs and technology-based startups or businesses in the NY metro area.

Each month we focus on a specific company and discuss critical operational challenges in an open environment that creates a learning opportunity which can benefit the broader NYC entrepreneur community.

The Feedback Forum is organized and moderated by Tobin Schwaiger-Hastanan (@tobins); founder of Plan.fm an event-based social-networking startup in NYC.