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Event Date |
Tue Dec 4 CST (about 6 years ago)
In your timezone (EST): Tue Dec 4 9:00am - Tue Dec 4 6:00pm |
Location |
Gleacher Center
450 Cityfront Plaza Dr, Chicago, IL 60611, USA |
Region | Americas |
Liability Driven Investing continues to evolve as strategies become more customized, the tie between assets and liabilities more precise and glidepaths more sensitive to changes in the investing environment. Furthermore, pension funds are including different types of assets and mechanisms such as swaps, as well as other structured products and multi-asset funds. The changes in the investment landscape, and the options for LDI implementation present plan sponsors with a level of complexity that requires diligent expert management.
With the upward trend in interest rates, plan sponsors who had put off implementing LDI are now ready to explore the strategy. The 13th annual Liability Driven Investing Conference will examine the latest trends for designing, implementing, and managing an LDI strategy. Plan sponsors and investment managers will learn how to create a customized LDI strategy, how different assets work in the investment portfolio, and the governance structures needed to ensure success.
In addition to learning how to reduce volatility and create a smooth and effective investment operation, attendees will hear case studies from other plan sponsors that illustrate the concepts learned throughout the program. Regular breaks and networking sessions provide the opportunity to interact with speakers, experts and peers to learn more in an informal and collegial setting.
2018 Speakers
Matt Clink, CFA
Partner, Senior Investment Program Manager, AON
Nicholas G. Botticelli
Vice President of Investment Strategy, EXELON CORPORATION
Phil Kivarkis FSA, CFA
Partner, AON
Joe Nankof
Founding Partner, ROCATON
Daniel J. Tremblay, CFA
Multi-Asset Class Strategist, FIDELITY INVESTMENTS
Seth Finkelstein CFA
Head of US Portfolio Solutions, SCHRODERS
Jeffrey Alt
Managing Director, Client & Product Solutions, APOLLO GLOBAL MANAGEMENT
Kurt Hoddinott
Senior Manager – Investments, GENERAL MILLS, INC.
Roxton McNeal
Head of Multi Asset Investment Strategy & Allocation, UPS PENSION GROUP
Alex Pekker
Senior Investment Director and Investment Actuary, CAMBRIDGE ASSOCIATES
Seth Ruthen
Managing Director, Client and Product Solutions, APOLLO GLOBAL MANAGEMENT
Gloria L. Griesinger, CTP
Assistant Treasurer – Global Pension Investments and M&A Support, CUMMINS INC.
Daniel J. Tremblay, CFA
Multi-Asset Class Strategist, FIDELITY INVESTMENTS
Phil Kivarkis, FSA, CFA
Partner, AON
Julie W. Austin, CFA
Director of Fixed Income, TRUST INVESTMENTS, THE BOEING COMPANY
Brian Carlson
Principal and Senior Consultant, DIMEO SCHNEIDER & ASSOCIATES, LLC
Matt McDaniel, FSA, EA, CFA
Partner, MERCER
Anne Marie Riley
Treasury Leader, OWENS CORNING
Richard T. Chari
Consultant, NEPC
Jeffrey Connor
Senior Investment Risk Strategist, SCHRODERS
Farzad Jalil, CFA
Sr. Manager Corporate and Pension Finance, NCR CORPORATION
Malcolm Miller
VP, Treasurer, ITT INC.
Charles Van Vleet
Assistant Treasurer, Chief Investment Officer of Pension Investments, TEXTRON INC.
2018 Sponsors
LEAD SPONSORS:
• APOLLO
• Fidelity
• Schroders
ASSIOCIATE SPONSOR:
• RiskFist