Venue
Gleacher Center
Gleacher Center, 450 Cityfront Plaza Dr, Chicago, IL 60611, USA

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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
Details

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.

Speakers

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.

Sponsors & Partners

2018 Sponsors

LEAD SPONSORS:
• APOLLO
• Fidelity
• Schroders

ASSIOCIATE SPONSOR:
• RiskFist