Pension Risk Strategies 2018 - New York | Pensions & Investments | 11 October 2018 | The Princeton Club, 15 West 43rd Street, New York, NY 10036 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:

Ari Jacobs
Senior Partner, Global Retirement Solutions Leader, AON

Wayne Daniel
Senior Vice President, U.S. Pensions, METLIFE

Constance A. Donovan
PBGC Participant and Plan Sponsor Advocate, PENSION BENEFIT GUARANTY CORPORATION (PBGC)

Neil E. Drzewiecki
Head of Institutional Longevity, MASSMUTUAL

Lisa Schilling
Retirement Research Actuary, SOCIETY OF ACTUARIES (SOA)

David G. Eichhorn
CFA President & Head of Investment Strategies, NISA

Douglas Anderson
FIA, CERA Partner, HYMANS ROBERTSON

Sean Brennan
SVP, Head of Pension Risk Transfer, ATHENE USA

Kevin Ferguson
CPA Senior Pension Manager – NA Finance, SCHNEIDER ELECTRIC

Glenn O’Brien
Managing Director, Head of U.S. Market, PRUDENTIAL

Jay Dinunzio
Principal, MERCER

Sumit Kundu
ASA, EA, CFA, MBA Director & Consulting Actuary, MASSMUTUAL

Jim Stevens
CFA Director, Global Portfolio Management, METLIFE INVESTMENTS

Saskia Goedhart
Chief Risk Officer, INVESTMENT MANAGEMENT CORPORATION OF ONTARIO (IMCO)

Matt McDaniel
FSA, EA, MAAA, CFA Partner, MERCER

Thomas Borghard
CFA Senior Investment Analyst – Pension Investments, UNITED TECHNOLOGIES

Rohit Mathur
Ph.D. Senior Vice President and Head of Global Product & Market Solutions, PRUDENTIAL

Richard R. Ratkowski
CFA Director, Investment Strategies, NISA INVESTMENT ADVISORS

Brian Carlson
Principal and Senior Consultant, DIMEO SCHNEIDER & ASSOCIATES, L.L.C.

Sean Brennan
SVP, Head of Pension Risk Transfer, ATHENE USA

Carol Chan
CFA Deputy Chief Investment Officer, Director, Finance, ERNST & YOUNG, LLP

Antonio Rodriguez
CFA, CIPM Director of Investment Strategy, NEW YORK CITY BOARD OF EDUCATION RETIREMENT SYSTEM

Brett Balavender
Associate Partner, AON

Jason Bastedo
Director of Investments & Risk Management, NOVARTIS CORPORATION

Jeff Mitchell
CFA, CAIA Principal, Senior Consultant, NEPC

Christopher Rowlins
Managing Partner & Senior Consultant, FIDUCIARY INVESTMENT ADVISORS, LLC (FIA)

Carol W. Tusch
Director Trust Investments, INTERNATIONAL PAPER

2018 Sponsors and Partners:

LEAD SPONSOR:
• NISA

CO-SPONSORS:
• ATHENE
• MassMutual
• MetLife
• Prudential

AFFILIATE SPONSOR:
• RisFirst