Pension Risk Strategies 2018 - Dallas | Pensions & Investments | 4 October 2018 | Union Station Dallas, 400 South Houston Street, Dallas, TX 75202 USA

This past year pension funds saw a general increase in funded status due to the strong performance of the equities market. Interest rates have remained low, but have begun a slow upward trend. In addition to a changed economic landscape, pensions funds have seen developments in the regulatory landscape such as new mortality tables and increases in PBGC premiums. How are pensions funds responding to this new landscape, and what are the options?

The actions of pensions funds have ranged from re-risking to pension risk transfer, with a variety of options in between. The Pension Risk Strategies Summit features case studies presented by pension fund fiduciaries and investment managers who discuss their pension risk strategies and why they were chosen. Between the workshops, panel discussions and plan sponsor case studies, attendees receive the information they need to make the best decisions for their pension fund and hear how to create an actionable plan to implement those decisions.

Topics covered at the Pension Risk Strategies Summit will include:
• The current economic factors driving pension risk strategy decisions
• Update on the regulatory landscape and the implications for pension risk management
• Governance considerations to ensure successful pension risk management
• Understanding fiduciary requirements to ensure compliance
• Managing fund volatility with hedging techniques
• A survey of risk management and de-risking strategies and when they are indicated
• Monitoring the risk management strategy and making adjustments as needed

2018 Speakers

Joe Aguilar
Director, Investment Analysis and Due Diligence

Douglas Anderson
Fia, Cera Hymans Robertson, Partner

Brett Balavender
Associate Partner, Aon

Jason Bastedo
Director of Investments & Risk Management, Novartis Corporation

Thomas Borghard
Senior Investment Analyst – Pension Investments, United Technologies

Sean Brennan
Svp, Head of Pension Risk Transfer, Athene Usa

Chris Brown
Controller, City of Houston

Ernie Caballero
Chief Investment Officer, Ups

Brian Carlson
Principal and Senior Consultant, Dimeo Schneider & Associates, L.l.c.

Carol Chan
Deputy Chief Investment Officer, Director, Finance, Ernst & Young, Llp

Carina Coleman
Director, Pension & Trust Investments, Sempra Energy

Wyatt Crumpler
Principal, Senior Consultant, Nepc

Wayne Daniel
Senior Vice President, U.s. Pensions, Metlife

Jay Dinunzio
Principal, Mercer

Constance a. Donovan
Pbgc Participant and Plan Sponsor Advocate

Neil E. Drzewiecki
Head of Institutional Longevity, Massmutual

David G. Eichhorn
President & Head of Investment Strategies, Nisa

Kevin Ferguson
Senior Pension Manager, Na Finance

John Freihammer
Portfolio Manager, Chicago Teachers' Pension Fund

Brad J. Gates
Director of Private Markets, Southern Company Services, Inc.

Max Giolitti
Chief Risk Officer, Verus Investments

Jonathan Glidden
Managing Director - Pensions, Delta Air Lines, Inc.

Saskia Goedhart
Chief Risk Officer, Investment Management Corporation of Ontario (Imco)

R. Dale Hall
Managing Director of Research,Society of Actuaries (Soa)

Ari Jacobs
Senior Partner, Global Retirement Solutions Leader, Aon

Sumit Kundu
Director & Consulting Actuary, Massmutual

Michael T. Lubin
Senior Vice President/principal, Lcg Associates, Inc.

Rohit Mathur
Senior Vice President and Head of Global Product & Market Solutions, Prudential

Matt Mcdaniel
Partner, Mercer

Brian Mcdonnell
Global Head, Pensions Practice

Judy Mcmahan
Portfolio Manager - Real Assets, Ups Investments

Greg Meila
Cambridge Associates Llc, Senior Investment Director

Sona Menon
Head of North American Pension Practice, Cambridge Associates

Jeff Mitchell
Principal, Senior Consultant, Nepc

Glenn O’brien
Managing Director, Head of U.s. Market, Prudential

Robert L. Penter
Partner, Aon

Marie Pillai
Vice President, Chief Investment Officer & Treasurer, General Mills

Richard R. Ratkowski
Director, Investment Strategies, Nisa Investment Advisors

Antonio Rodriguez
Director of Investment Strategy, New York City Board of Education Retirement System

Erin Rohde
Chief Investment Officer, Benefit Plans, Ford Motor Company

Christopher Rowlins
Managing Partner & Senior Consultant, Fiduciary Investment Advisors, Llc (Fia)

Lisa Schilling
Retirement Research Actuary, Society of Actuaries (Soa)

Daniel a. Scholz
Director, Investment Strategies, Nisa

Kevin D. Schuman
Director, Client Services, Nisa

Matthew Seymour
Chief Executive Officer, Riskfirst

Bradley Smith
Partner, Nepc

Jim Stevens
Director, Global Portfolio Management, Metlife Investments

Justin Teman
Senior Investment Director, Actuary, Cambridge Associates Llc

Darrell Thomas
Vice President and Treasurer, Harley-davidson, Inc.

Carol W. Tusch
Director Trust Investments, International Paper

Michael Valchine
Principal, Senior Consultant, Nepc

Bryan Ward
Senior Partner, Corporate Retirement Practice Leader, Aon

2018 Sponsors and partners

LEAD SPONSOR:
• Nisa

CO-SPONSOR:
• Athene
• Mass Mutual
• Met Life
• Prudential

AFFILIATE SPONSOR:
• Risk First