Liability Driven Investing 2018 - New York | Pensions & Investments | 6 December 2018 | The Princeton Club , 15 West 43rd Street, New York, NY 10036, USA

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

Nathan Merkel
Portfolio Manager, Fixed Income, Honeywell Capital Management Llc

Joe Nankof
Founding Partner, Rocaton

Michael Jarasitis Cfa
Investment Director, Fidelity Investments

Seth Finkelstein Cfa
Head Of Us Portfolio Solutions, Schroders

Jeffrey Alt
Managing Director, Client & Product Solutions, Apollo Global Management

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

Nicholas G. Botticelli
Vice President Of Investment Strategy, Exelon Corporation

Matt Mcdaniel Fsa, Ea, Cfa
Partner, Mercer

Kevin O'brien Cfa
Partner And Senior Consultant, Fiduciary Investment Advisors

Brian Samuels Cfa
Consultant, Dimeo Schneider & Associates, L.l.c.

Jeffrey Connor
Senior Investment Risk Strategist, Schroders

Fawad Hashmi
Manager, Retirement Investments, Nestle

Malcolm Miller
Vp, Treasurer, Itt Inc.

Brian Roberts Caia
Partner, Senior Consultant, Nepc

John Chilman
Group Head Of Pensions, National Grid Plc

2018 Sponsors

LEAD SPONSORS:
• APOLLO
• Fidelity
• Schroders

ASSOCIATE SPONSOR:
• Risk First