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Presenter Profile
How they describe themselves: BrightScope™, Inc. is an independent provider of 401k ratings and financial
intelligence to plan sponsors, advisors, and participants in all 50 states. Our mission is to increase the retirement
security of America’s workforce by bringing transparency and efficiency to the 401k plan market. We maintain a
comprehensive database of information on the 401k plan market and add additional value and insight by quantitatively
rating each 401k plan across critical metrics.
What they think makes them better: BrightScope has the largest private database of 401k data and analytics in
the country. BrightScope is the only 401k analytics firm that is truly independent and does not accept compensation
in the form of revenue sharing from mutual fund companies or plan providers. BrightScope is aligned with plan
sponsors and seeks to avoid conflicts that will jeopardize its ability to give its clients unbiased advice.
Executives: Mike Alfred (CEO), Ryan Alfred (President), Dan Weeks (COO), John Sarkisian (Chairman)
Investors: John Sarkisian (Chairman, Semtek; CEO, Pro Performance Sports), Selwyn Isakow (Chairman, Oxford Investment Group), James Caccavo (Managing Partner, Steelpoint Capital), Tim Tokarsky (Former Micromuse and
WysDM executive)
Board Members: John Sarkisian, Oscar Ancira, James Caccavo, Tim Tokarsky, Ryan Alfred, Mike Alfred
Advisory Board Members:
Allan Timmermann, Ph.D.: Allan is a full Professor of Finance and serves as the
Atkinson/Epstein Endowed Chair of Management Leadership at the UCSD Rady School of Management.
Matt Hutcheson, MS, CPC, AIFA©, CRC©: Matt is a published author, independent fiduciary, and internationally recognized authority on retirement plans and their associated fiduciary issues.
Yannis Papakonstantinou, Ph.D.: Yannis is a full Professor of Computer Science and Engineering at the University
of California, San Diego.
Contacts: Biz Dev, Sales and Press: Mike Alfred, CEO, mike@brightscope.com
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