The Core Menu Conundrum 2019 - San Francisco | Pensions & Investments | 14 November 2019 | Merchants Exchange Club, 75 Leidesdorff St, San Francisco, CA 94104, USA
Venue
Merchants Exchange Club
Merchants Exchange Club, 75 Leidesdorff St, San Francisco, CA 94104, USA
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| Event Date |
Thu Nov 14 PST (about 5 years ago)
In your timezone (EST): Thu Nov 14 11:30am - Thu Nov 14 4:30pm |
| Location |
Merchants Exchange Club
75 Leidesdorff St, San Francisco, CA 94104, USA |
| Region | Americas |
Details
With 70% of 401(k) assets still in single-asset class core options, many DC plan participants are not reaping the rewards of professional management. For participants investing in the core menu, the average number of funds used is only 2.5, indicating a significant lack of diversification. We’ll review evidence that typical core menu approach isn’t working as well as it could.
Speakers
2019 Speakers
FEATURED SPEAKERS:
Marco Merz CFA
Director of Defined Contribution, UNIVERSITY OF CALIFORNIA
Ron Thompson CFA, CAIA
Chief Investment Officer, ALCOA CORPORATION
Diana Kaschub Winalski
Head of 401(K) Product Management, INTERNATIONAL PAPER
SPEAKERS:
Rod Bare
Senior Vice President, Callan
Andy Blocker
Head of US Government Affairs, Invesco
Beth Conradson Cleary
Executive Director, City of Milwaukee 457(B) Deferred Compensation Plan
Sean Dailey
Senior Director, Institutional Defined Contribution Sales, Invesco
Uche Enemchukwu
Employee Benefits Compliance & Governance, the Boeing Company
Michael Finke PhD
Professor of Wealth Management and the Frank M. Engle Distinguished Chair in Economic Security, THe American College of Financial Services
Jennifer Flitton
Vice President of Federal Government Affairs, Invesco
John Galateria
Head of North America Institutional, Invesco
Beth Halberstadt
Partner - US Defined Contribution Investments Practice Leader, AON
Greg Jenkins CFA
Head of Institutional DC, Managing Director, Invesco
Diana Kaschub Winalski
Head of 401(K) Product Management, International Paper
Marco Merz CFA
Director of Defined Contribution, University of California
Fred Reish JD
Partner/Chair of Financial Services Erisa Team and Chair of the Retirement Income, Drinker Biddle and Reath
Sara Smithson CFA
Senior Manager, Pension Investments, Raytheon
Jeffrey H. Snyder
Creator and Founder of the Morning Pulse, Inc., the Morning Pulse
Ron Thompson CFA, CAIA
Chief Investment Officer, Alcoa Corporation
Greg T. Ungerman CFA
Senior Vice President and Defined Contribution Practice Leader, Callan
Sponsors & Partners
2019 Sponsor
• Invesco