Venue
The Westin New York Square
The Westin New York Square, 270 West 43rd Street, New York, NY 10036 US

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Event Date Thu Dec 7 EST (about 7 years ago)
Location The Westin New York Square
270 West 43rd Street, New York, NY 10036 US
Region Americas
Details

Liability Driven Investing has evolved considerably over the past several years. The tie between assets and liabilities is more precise, LDI strategies more customized, and glidepaths more sensitive to changes in the investing environment. Pension investment funds are including more types of assets and mechanisms, such as swaps and other structured products and multi-asset funds. The changes in the investment landscape, the regulatory environment and the options for implementing an LDI strategy present plan sponsors with a level of complexity that requires diligent expert management.

The 12th annual Liability Driven Investing Conference will provide plan sponsors and pension fund managers with the tools they need to create and implement an efficient and effective LDI strategy tailored to fit the particular needs of the plan.

Speakers

Brian Carlson
Cfa
Dimeo Schneider & Associates, Llc
Principal And Senior Consultant

Kevin Mclaughlin
Cfa, Fia
Insight Investment
Head Of Liability Risk Management - North America

Chris Adair
Ryan Labs Asset Management
Senior Managing Director And Head Of Sales, Strategy And Marketing

Brian M. Mcdonnell
Cambridge Associates
Managing Director And Head Of The Global Pension Practice

Maggie Ralbovsky
Cfa
Wilshire Associates
Managing Director

James Stenstrom
Captrust
Senior Manager, Investment Research

Andrew Chorlton
Cfa
Schroders
Head Of U.s. Multi-sector Fixed Income

Greg Garrett
Capital Group, Senior Vice President, Fixed Income Specialist

Wesley Phoa
Capital Group, Senior Vice President, Fixed Income Portfolio Manager

Scott Mcdonald
Barrow, Hanley, Mewhinney & Strauss, Llc, Managing Director, Fixed Income Portfolio Manager

Jeffrey Passmore
Barrow, Hanley, Mewhinney & Strauss, Llc, Director, Client Portfolio Manager, Ldi Strategist

Chris Adair
Ryan Labs Asset Management, Senior Managing Director And Head Of Sales, Strategy And Marketing

Richard Familetti
Ryan Labs Asset Management, President And Chief Investment Officer

Maggie Ralbovsky
Wilshire Associates, Managing Director

Craig Douglas
Stanley Black & Decker, Inc., Vice President And Treasurer

Chris Anast
Capital Group, Senior Vice President And Retirement Strategist

E. Shepard Farrar
Inter-american Development Bank, Head Of Investments, Treasury & Risk – Idb Retirement Plans

Seth Finkelstein
Schroders, Solutions Manager

Kevin Mclaughlin
Insight Investment, Head Of Liability Risk Management - North America

Kevin D. O’brien
Fiduciary Investment Advisors, Llc, Senior Consultant

Daniel A. Jury
The Kraft Heinz Co., Associate Director, Treasury & Pensions

Sponsors & Partners

2017 Sponsors:

• Barrow, Hanley, Mewhinney & Strauss, LLC
• Capital Group
• Insight Investment
• Ryan Labs Asset Management
• Schroders