Conference Buzz

NAGDCA 2016 Annual Conference

    NAGDCA 2016 Annual Conference-Sept. 18-21-Denver

  • Sep 23, 2016 -- by Michael Paterakis

    New NAGDCA Chief: Communicating With Participants Is Top Plan Sponsor Concern

    As chief of the employee benefits division of the city of Los Angeles, Steven Montagna recently presided over the city’s procurement cycle that resulted in the selection of a new provider for its $5 billion 457 deferred compensation plan.

  • Sep 22, 2016 -- by Michael Paterakis

    NAGDCA: Data Visualization A Tool To Aid Communication

    Data visualization could help plan sponsors break down complex investment and retirement-related topics for their participants.

  • Sep 20, 2016 -- by Michael Paterakis

    NAGDCA: Public Policy Needs To Address Savings Crisis

    Public policy and plan design need to address the lack of savings most American workers suffer from, argued a panel of defined contribution practitioners at the 2016 annual conference of the National Association of Government Defined Contribution Administrators (NAGDCA) in Denver on Sept. 19.

  • Sep 22, 2016 -- by Michael Paterakis

    NAGDCA: Public DC Sponsors Prefer Sole-Provider Model

    A majority of governmental defined contribution plans use multiple providers, but plan administrators favor the sole-provider model.

  • Sep 21, 2016 -- by Michael Paterakis

    NAGDCA: Fiduciary Rule Can Affect Public DC Plans, Too

    Although not subject to ERISA, public defined contribution plans might also be affected by the new fiduciary rule released by the U.S. Department of Labor.

  • Sep 20, 2016 -- by Michael Paterakis

    NAGDCA: Sponsors Educate Participants To Prevent Plan Leakage

    A pair of deferred compensation plan sponsors discussed strategies to prevent plan leakage at the 2016 annual conference of the National Association of Government Defined Contribution Administrators (NAGDCA) in Denver on Sept. 19.

  • Sep 21, 2016 -- by Michael Paterakis

    NAGDCA: Providers Building Cybersecurity Framework

    Recordkeepers are working to implement a framework that would address concerns defined contribution plan sponsors have over the online security of their platforms.

NAPA 401(k) Summit-April 2016

    NAPA 15th Annual 401(k) Summit at Music City Center-Nashville-April 2016

  • Apr 19, 2016 -- by Michael Paterakis

    NAPA 401k Summit: Nuveen Portfolio Manager Bullish On U.S. Equities

    Conservative target-date fund glidepaths might shortchange investors, according to a speaker at the 15th Annual 401k Summit of the National Association of Plan Advisors in Nashville, Tenn., on April 18.

  • Apr 20, 2016 -- by Michael Paterakis

    NAPA 401k Summit: Financial Industry Needs To Reinvent Itself

    The financial services industry as it is should drastically change to be able to address the needs of future generations of workers, warned MIT professor Joseph Coughlin.

  • Apr 19, 2016 -- by Michael Paterakis

    NAPA 401k Summit: Age Groups Define Financial Wellness Programs

    Employers are looking to provide financial wellness offerings customized for different age groups, according to a pair of industry practitioners at the 15th Annual 401k Summit of the National Association of Plan Advisors in Nashville, Tenn., on April 18.

  • Apr 20, 2016 -- by Michael Paterakis

    NAPA 401k Summit: DC Sponsors Reconsider Retirement Savings Options

    Retirement readiness may no longer be the key component of a successful benefits offering, asserted a panel of defined contribution plan sponsors at the 15th Annual 401k Summit of the National Association of Plan Advisors in Nashville Tenn., on April 19.

2016 Annual Pension Bridge Coverage-April 5-6 2016

    2016 Annual Pension Bridge Coverage in San Francisco-April 5-6 2016

  • Apr 08, 2016 -- by Amrita Sareen-Tak

    Pension Bridge: CIOs Discuss Alts, Liquidity

    Alternative assets and liquidity were among the themes discussed by cios gathered for a panel discussion at the 2016 Pension Bridge Annual conference held in San Francisco on April 6.

  • Apr 07, 2016 -- by Amrita Sareen-Tak

    Pension Bridge: Risk Management Soundbites

    Risk management is on everyone's mind.

  • Apr 06, 2016 -- by Amrita Sareen-Tak

    Pension Bridge: CEOs Concerned About Legislators, Liabilities

    Four executive directors of public pension plans shared their concerns and areas of focus at the 2016 Pension Bridge Annual conference held in San Francisco on April 5.

  • Apr 06, 2016 -- by Amrita Sareen-Tak

    Pension Bridge: Investors Need More Alpha

    Investors need to search for alpha in areas they may not have explored in the past, according to Wiliam Coaker, cio of the San Francisco Employees’ Retirement System.

iGlobal Co-investment Summit: Drivers Behind Co-Investing-March 2016

    iGlobal Summit-March 2, 2016

  • Mar 03, 2016 -- by Amrita Sareen-Tak

    iGlobal Co-investment Summit: Drivers Behind Co-Investing

    Co-investments provide benefits to both investors and general partners, according to Claudio Siniscalco, global co-head of co-investments at Deutsche Asset & Wealth Management.

NACUBO Conference- 2016

Ceres Investor Summit-2016

    2016 Ceres Summit on Climate Risk

  • Jan 29, 2016 -- by Mary Cass

    Ceres Investor Summit: Soundbites

    Institutional investors and policymakers gathered at the United Nations building in New York for the Ceres Investor Summit on Climate Risk on Jan. 27.

  • Jan 29, 2016 -- by Mary Cass

    Ceres Investor Summit: Plan Sponsors Talk Clean Energy

    A group of representatives from funds including the California State Teachers' Retirement System and the New York State Common Retirement Fund discussed ways to ramp up their allocations to low-carbon strategies during the final panel of the Ceres Investor Summit, held Jan. 27 at the United Nations building in New York City.

  • Jan 29, 2016 -- by Mary Cass

    Ceres Investor Summit: Moynihan Leans In To New Energy Financing

    Capital markets will play a crucial role in the transition to a low-carbon economy, according to Bank of America Chair and CEO Brian Moynihan

PAICR 2015 Annual Conference

    Professional Assoc for Investment Communications Resources conference-Nov 2015

  • Nov 17, 2015 -- by Mary Cass

    PAICR Conference: Investors Get Social

    Communications professionals from several top asset management firms discussed their social media strategy at the PAICR annual conference in New York City on Nov. 16.

  • Nov 18, 2015 -- by Mary Cass

    PAICR Conference: Building Trust As An Asset Manager

    The relationship between institutional investors and asset managers has fundamentally changed, according to Amanda Tepper, ceo of the Chestnut Advisory Group, who spoke at the PAICR annual conference in New York City on Nov. 17.

PEI Media Infrastructure Investor Summit

PSCA 2015 Annual Conference

    Plan Sponsor Council of America 68th Annual National Conference-Oct 2015

  • Oct 15, 2015 -- by Michael Paterakis

    PSCA: Setting Goals Key To A Successful DC Plan

    Well-defined goals are key to a successful defined contribution plan, argued a pair of Sibson Consulting advisers in a presentation at the 68th annual national conference of the Plan Sponsor Council of America (PSCA) in Chicago on Oct. 14.

  • Oct 15, 2015 -- by Michael Paterakis

    PSCA: Turning A DC Plan Around

    A panel of experts discussed the intricacies of administering a defined contribution plan when the plan consultant and provider have allowed options not entirely beneficial to participants at the 68th annual national conference of the Plan Sponsor Council of America (PSCA) in Chicago on Oct. 14.

  • Oct 19, 2015 -- by Michael Paterakis

    PSCA: ERISA Lawyers Criticize New IRS Determination Letter Process

    The U.S. Internal Revenue Service faced harsh criticism at the 68th annual conference of the Plan Sponsor Council of America (PSCA) in Chicago on Oct. 16.

  • Oct 16, 2015 -- by Michael Paterakis

    PSCA: ERISA Advisory Council Is Challenging, Rewarding

    A panel of past and present members of the ERISA Advisory Council spoke about their experience with the advisory body at the 68th annual national conference of the Plan Sponsor Council of America (PSCA) in Chicago on Oct. 15 and encouraged other attendees to consider volunteering for it.

  • Oct 16, 2015 -- by Michael Paterakis

    PSCA: TIAA-CREF, Dimensional Launch Income-Based TDF

    TIAA-CREF and Dimensional Fund Advisors have joined together to create a new custom target-date fund vehicle.

NAGDCA 2015 Annual Conference

    NAGDCA 2015 annual conference in Indianapolis Sept. 2015

  • Sep 29, 2015 -- by Michael Paterakis

    NAGDCA: Recordkeeper Change Presents Communication Challenges

    A panel of defined contribution plan sponsors discussed the challenges they encountered converting to a new recordkeeper at the 2015 annual conference of the National Association of Government Defined Contribution Administrators in Indianapolis on Sept. 28.

  • Sep 30, 2015 -- by Michael Paterakis

    NAGDCA: Governmental DC Plans Adopt ERISA Practices

    A panel of lawyers discussed the wider adoption of Employee Retirement Income Security Act (ERISA) standards by governmental defined contribution plans at the 2015 annual conference of the National Association of Government Defined Contribution Administrators (NAGDCA) in Indianapolis on Sept. 29.

  • Sep 30, 2015 -- by Michael Paterakis

    NAGDCA: Experts Discuss Strategies to Prevent Plan Leakage

    A panel of experts offered strategies on how to prevent leakage from defined contribution plans at the 2015 annual conference of the National Association of Government Defined Contribution Administrators (NAGDCA) in Indianapolis on Sept. 29.

  • Sep 30, 2015 -- by Michael Paterakis

    NAGDCA: Case Studies For Investment Lineup Selection

    Sponsors of three large governmental defined contribution plans debated the merits of their investment lineup models a roundtable during the 2015 annual conference of the National Association of Government Defined Contribution Administrators (NAGDCA) in Indianapolis on Sept. 29.

  • Oct 01, 2015 -- by Michael Paterakis

    NAGDCA: Income Strategies Gain Popularity With Participants

    Defined contribution plan participants and worried about running out of money in retirement, experts say.

marcus evans North American Pensions Conference-2015

    The marcus evans North American Pensions conference in Philadelphia Sept. 2015

  • Sep 28, 2015 -- by Mary Cass

    North American Pensions: Fixing the Canadian Pension Plan

    The Canadian retirement system is in need of an overhaul – one that’s particularly important to the middle class, according to Jo-Ann Hannah, director of pensions and benefits at Unifor.

  • Sep 29, 2015 -- by Mary Cass

    North American Pensions: Spotlight On EM Private Equity

    Private equity in emerging markets offers strong returns for investors that public equity can’t capture, according to a presentation by Sarah Alexander, ceo of Private Equity Strategies, at marcus evans’ North American Pensions conference.

  • Sep 28, 2015 -- by Mary Cass

    North American Pensions: Plan Sponsors Discuss Diversity

    Working with more asset managers who are women or people of color can add diversity that ultimately improves a fund’s bottom line, according to a panel speaking at marcus evans' North American Pensions conference.

  • Sep 29, 2015 -- by Mary Cass

    North American Pensions: Have Regulators Gone Too Far?

    Have regulators gone too far? That’s the question the former Federal Deposit Insurance Corporation chairman (and current Washington College president) Sheila Bair addressed during a speech at marcus evans’ North American Pensions conference.

Pension Bridge Conference Coverage-2015

Global AgInvesting 2015 Conference

Council of Institutional Investors Fall 2013 Conference

    The Council of Institutional Investors hosted its 2013 fall conference, “Lessons Learned,” on September 26-27, 2013, at the JW Marriott Chicago Hotel. Approximately 400 institutional investors asset managers, governance professionals and other industry leaders gathered to discuss issues and trends in corporate governance, financial regulation and investing. Reporter Kimberly Lightbody attended and filed the following reports.

  • Sep 30, 2013 -- by Kimberly Lightbody

    HFs Bow To Investor Demands For Transparency

    Hedge funds are bending to demands for more transparency and better governance, but institutional investors should still be cautious and conduct thorough due diligence before making allocations, according to industry professionals at the Council of Institutional Investors’ Lessons Learned conference in Chicago on Sept. 26.

  • Sep 27, 2013 -- by Kimberly Lightbody

    Pension Funds Zero In On Risk Management

    Plan sponsors at the Council of Institutional Investors’ Lessons Learned conference in Chicago said they are placing greater emphasis on risk management as they increasingly invest in alternative asset classes, with many reshuffling their portfolio mixes and working closely with consultants.

  • Sep 27, 2013 -- by Kimberly Lightbody

    Illinois Plan Sponsors Defend Underfunded System

    Illinois plan sponsors discussed the state’s underfunded pension system at the Council of Institutional Investors’ Lessons Learned conference in Chicago on Sept. 26 and expressed optimism about the future, despite the system’s 40% funded ratio.

  • Sep 26, 2013 -- by Kimberly Lightbody

    White Puts Forth Aggressive Enforcement Agenda

    Mary Jo White promised fund sponsors at the Council of Institutional Investors’ Lessons Learned conference in Chicago on Sept. 26 that the Securities and Exchange Commission will continue to pursue an aggressive regulatory agenda, noting that the Commission will push for more admissions of wrongdoing, target guilty individuals, and zero in on forgotten areas of the market.

  • Sep 26, 2013 -- by Kimberly Lightbody

    Ill. SURS Eyeing Infrastructure, HFs, RE & PE In 2014

    The State Universities Retirement System of Illinois (SURS) is looking to add infrastructure investments to its portfolio over the next year and may consider an inaugural foray into hedge funds, said Chief Investment Officer Dan Allen, speaking at the Council of Institutional Investors’ Lessons Learned conference in Chicago on Sept. 26.

Marcus Evans Foundations & Endowments Investment Summit 2013

    The Marcus Evans Foundations & Endowments Investment Summit 2013 was held July 22-24, 2013 at the Westin Chicago North Shore in Wheeling, IL. Reporter Dawn Lim attended, and filed the following reports.

  • Jul 26, 2013

    Investors De-emphasize Yield, Refocus On Navigating Complexity

    Slowing growth in China, the Eurozone debt crisis and uncertainty over the Federal Reserve’s interest rate policy are among the headaches investors are dealing with today.

  • Jul 25, 2013 -- by Dawn Lim

    Illinois Pensions Pushed By Liabilities To Grasp For Yield

    Illinois State pension funds will be pressured to dial up more risky and illiquid alternative investments their portfolios if legislators do not address growing unfunded liabilities, according to James McNamee, president of Illinois Public Pension Fund Association.

  • Jul 25, 2013 -- by Dawn Lim

    Some Pension Investors Temper Expectations On Broad Emerging Markets

    As expectations dim on China and its trading partners, pension funds that invest in emerging markets are increasingly viewing country-specific bets—rather than broad exposure to the region—as a less risky way to invest.

2013 Pension Bridge Annual Conference

The Council of Institutional Investors 2013 Eye on Investors Spring Meeting

    The Council of Institutional Investors held its Eye on Investors spring conference in Washington, D.C. April 17-19. Associate Reporter Kimberly Lightbody attended the confab and filed the following reports.

  • Apr 22, 2013 -- by Kimberly Lightbody

    Pension Trustees Skeptical Of Infrastructure Investing

    Pension fund trustees called into question the wisdom of infrastructure investing at the Council of Institutional Investors' Eye on Investors spring conference in Washington, D.C. late last week.

  • Apr 17, 2013 -- by Kimberly Lightbody

    Daniel Loeb Cancels CII Appearance Following Anti-Pension Accusations

    Daniel Loeb, founder and chief executive officer of Third Point Capital, has cancelled his appearance at the Council Of Institutional Investors' Spring Conference, following accusations that he has lobbied against defined benefit pension plans.

  • Apr 19, 2013

    Pension Funds Consider Frontier Markets

    Public pension funds are increasingly looking at frontier markets, but with caution.

  • Apr 19, 2013 -- by Kimberly Lightbody

    Under Increased Scrutiny, CIOs Defend DB Plans

    Unfunded liabilities, compounded by the growing popularity of defined contribution plans, have put administrators of defined benefit plans on defense.

  • Apr 19, 2013 -- by Kimberly Lightbody

    Activist Investors Urge Funds To Get Involved

    Activist investing was a prominent topic on the first day of the Council of Institutional Investors’ Eye on Investors spring conference, which kicked off on April 18 in Washington, D.C.

Plan Sponsor Council Of America Midwest Regional Conference

    The Plan Sponsor Council of America hosted its Midwest Regional Conference at the Palmer House Hilton in Chicago on March 6. The one-day event featured plan sponsors discussing trends and developments within the defined contribution industry. Reporter Kristina Monllos attended.

  • Mar 07, 2013 -- by Kristina Monllos

    PSCA: Washington Retirement Agenda Stuck

    Ed Ferrigno, v.p. of Washington affairs for the Plan Sponsor Council of America (PSCA) gave an update on current legislative issues regarding retirement yesterday during the PSCA’s Midwest Regional Conference in Chicago.

  • Mar 07, 2013 -- by Kristina Monllos

    PSCA: Corporate Plan Sponsors Differ On Plan, Admin. Approaches

    Different approaches to investment option management and freezing defined benefit plans, as well as annoyance with fee disclosure regulations were among the interesting discussions during a one-day Plan Sponsor Council of America (PSCA) Midwest Regional Conference in Chicago yesterday. Representatives from McDonalds, Beam Inc., The Boeing Company, Aon and Blue Cross Blue Shield gathered to hash over issues.

Marcus Evans Conference Coverage

  • Jul 30, 2012 -- by Dawn Lim

    Food For Thought: Dallas Police & Fire Takes On Real (Tasty) Assets

    Richard Tettamant, administrator of the $3 billion Dallas Police and Fire Pension System, faces an auditorium of money managers clad in suits at the Marcus Evans’ U.S. Pension Summit -- and starts speaking affectionately about nuts.

  • Jul 30, 2012 -- by Dawn Lim

    Pension Funds Eye Global REITs

    As pension funds and institutional investors bolster their global exposures to real estate, they’ve been eyeing real estate investment trusts with heightened interest, said Meredith Despins, v.p., investment affairs & investor education, at the trade association National Association of Real Estate Investment Trusts.

NAPF Annual Conference & Exhibition

  • Oct 23, 2012 -- by Peter Walker

    EIOPA Launches IORP Impact Assessment

    A quantitative impact assessment has been launched by The European Insurance and Occupational Pensions Authority into European Commission plans to overhaul the Institutions for Occupational Retirement Provision directive.

  • Oct 23, 2012 -- by Peter Walker

    Mercer Oppose QIS Timetable

    The European Insurance and Occupational Pensions Authority (EIOPA) has not given enough time to consider amendments needed to its implementation of Solvency II to the IORP review, according to Mercer.

  • Oct 23, 2012 -- by Peter Walker

    Minister Promises State Pension Paper This Year

    Pensions Minister Steve Webb marked his record-breaking third appearance at the National Association of Pension Funds’ annual conference by announcing that three key pensions documents would be published before Christmas. This will include the white paper on state pension reform, for which he confirmed his commitment to a single-tier pension system.

Council of Institutional Investors - Fall Meeting 2011

  • Sep 27, 2011 -- by Kevin Dugan

    N.Y.’s DiNapoli Floats Commission On Retirement Security

    Thomas DiNapoli, comptroller of New York State and fiduciary for the $146.89 billion New York State Common Retirement Fund (CRF) today floated the idea of a national commission to address long-term security of existing defined benefit plans in the U.S. at the Council of Institutional Investors conference in Boston.

  • Sep 26, 2011 -- by Kevin Dugan

    Board Diversity Database Launched at CII

    The Diverse Director Datasource, a directory for institutional investors focusing on fostering more diversity on corporate boards, was formally announced during the opening day of this year's Council of Institutional Investors meeting in Boston, Mass.

  • Sep 26, 2011 -- by Kevin Dugan

    GMO's Grantham Gloomy On Global Growth

    In a wide-ranging and largely pessimistic forward-looking take on the economy, Jeremy Grantham, the co-founder and cio of investment firm GMO, said markets are facing a classic bear market scenario, price to earnings ratios are out of whack, and global markets may teeter in unpredictable ways in the short term.

  • Sep 27, 2011 -- by Kevin Dugan

    Seidman: GAAP, IFRS Rules Change Next Year

    Leslie Seidman, chair of the Financial Accounting Standards Board, said at the Council of Institutional Investors conference in Boston yesterday that convergence between generally accepted accounting practices (GAAP) and the international financial reporting standards (IFRS) will get pushed back until 2012.

  • Sep 27, 2011 -- by Kevin Dugan

    Whitney: U.S. Problems 'Structural'

    Meredith Whitney, ceo of Meredith Whitney Advisory Group, said at today's Council of Institutional Investors conference that domestic economic problems are structural and that in the future, the U.S. can become the “Saudi Arabia of food.”

  • Sep 28, 2011 -- by Kevin Dugan

    Rolling Stone Journo Expounds On Credit Crisis Reportage

    Matt Taibbi, author of a number of books and reporter for Rolling Stone, addressed the lunchtime crowd during the Council of Institutional Investors' fall meeting in Boston, Mass., focusing on how he started reporting on the financial services industry, his infamous “Vampire Squid” article, and alleged fraud on which he has reported.

Pension Bridge Conference Coverage

  • Jul 24, 2012 -- by Levi Davis

    Emerging Markets: Time To Start Looking Around?

    Investor interest in emerging markets remains high, and, despite slowing growth in the BRIC countries, opportunities remain. To grab higher returns, it may be time to look to new markets, according to a panel at the Pension Bridge Private Equity Exclusive in Chicago on July 23.

  • Jul 25, 2012 -- by Levi Davis

    Structured Products Go From Toxic To Trendy

    Private markets are starting to present good opportunities for credit strategies, particularly collateralized loan obligations, as banks have reigned in lending and shed assets.

  • Jul 25, 2012 -- by Levi Davis

    Advocates Hype VC, Battle Skeptics

    Venture capital managers continue to make their pitch, despite skepticism from investors and asset managers alike.

  • Jul 24, 2012 -- by Levi Davis

    Direct PE Investment, Distressed Debt Draw Buzz

    Investors expect to continue increasing direct private equity investments, as well as realize large returns from distressed debt, according to Frank Morgan, president of Coller Capital.

NCPERS Conference Coverage

    The National Conference of Public Employees Retirement Systems’ 2012 Annual Conference & Exhibition was held in New York May 6-10. More than 1,000 trustees, administrators, state and local officials, investment, financial and union officers, pension staff and regulators attended seeking education, industry and investment insights from money managers, investment service providers and others. Reporter Levi Davis attended.

  • May 08, 2012 -- by Levi Davis

    Public Plan Trustees Wary About Infrastructure

    A three-person panel sang the praises of infrastructure as an attractive investment class for pensions at the National Conference on Public Employee Retirement Systems’ 2012 Annual Conference & Exhibition in New York City on May 7. But despite their heavy praise for the class, as well as their experience with it, the panel faced skepticism from the audience.

  • May 09, 2012 -- by Levi Davis

    Panel: Of Course Real Estate Is Still Relevant!

    Is real estate still relevant? Peter Palandjian, chief executive officer of Intercontinental Real Estate Corporation, led off an educational session with the rhetorical question, and responded with a quip: “Of course it is. We are the second oldest industry in the world.” The discussion, on the final day of the National Conference of Public Employees Retirement Systems’ 2012 Annual Conference & Exhibition focused on taking advantage of distressed and emerging market opportunities, and real estate’s strong diversification qualities.

  • May 07, 2012 -- by Levi Davis

    Is EM Small-Cap What EM Used To Be?

    Emerging-market small-cap equities could be the next asset class to provide the diversification and high returns that emerging-market equities in general were originally intended provide. Speaking at the National Conference on Public Employee Retirement Systems’ 2012 Annual Conference & Exhibition in New York today, Stephanie Braming, a partner at William Blair, and Stephen Derkash, a portfolio manager for UBS Global Asset Management, made the case for carving out an actively managed allocation to the class.

  • May 08, 2012 -- by Levi Davis

    Managers Advocate New Approaches To FI, HF

    New approaches to fixed income and hedge fund investing going forward were among the interesting discussions during the second day of the National Conference of Public Employees Retirement Systems’ 2012 Annual Conference & Exhibition. Both classes have undergone changes in investor expectations, and the speakers looked at new way to think about them.

Investment Management Network’s 17th Annual Public Funds Summit

  • Mar 27, 2012 -- by Carl Winfield

    Managers Tout Convertibles, Emerging Markets

    Plan sponsors eager to squeeze more alpha out of their asset allocations got the benefit of some free advice at Investment Management Network’s 17th Annual Public Funds Summit held at San Diego’s Park Hyatt Avaria. But if any were looking for a magic bullet, they left disappointed.

  • Mar 27, 2012 -- by Carl Winfield

    Funds Fight Policy Threats With Growth Plan

    Public pension funds got a chance to target critics for a change at Investment Management Network’s 17th Annual Public Funds Summit held at San Diego’s Park Hyatt Avaria.

  • Mar 30, 2012 -- by Carl Winfield

    Reporter's Notepad: Investors Nonplussed As Tech Takes Center Stage

    Futurism took the floor at this year’s summit when technology forecaster and strategist Jim Brazell came to discuss technological innovation and the prospect of public-private partnerships.

The ASPPA 401(k) Summit

    Held in New Orleans -March 18-20, 2012

  • Mar 20, 2012 -- by Kristina Monllos

    Choosing Words Wisely Helps Win In Finals Presentations

    During a finals presentation consultants and advisors should rethink their strategy and word choice, according to Gary DeMoss, director of Invesco Van Kampen Consulting, who explained the strategy during a workshop at the ASPPA 401(k) Summit in New Orleans yesterday.

  • Mar 19, 2012 -- by Kristina Monllos

    Deferred Compensation Plans Now Open For Business

    There is now an opening for advisors in the 403(b) and 457 deferred compensation plan space, according to Barron Schmitt, a senior v.p. at CAPTRUST Financial, speaking in a workshop today at the ASPPA 401(k) Summit in New Orleans.

  • Mar 20, 2012 -- by Kristina Monllos

    DoL Fee Regs: An Opportunity For Providers To Ballyhoo Their Value

    Consultants and providers should use the impending Department of Labor fee-disclosure regulations as an opportunity to reemphasize the value of the services they provide, according to panelists at the ASPPA 401(k) Summit in New Orleans.

  • Mar 20, 2012 -- by Kristina Monllos

    Stable Value Market Settling

    Panelists at the ASPPA 401(k) Summit in New Orleans agreed that stable value fund market shifts are settling, referencing providers that have joined and exited the market recently, as previously reported by MMI (11/11).

Investment Management Consultants Association's 2012 New York Consultants Conference

    The Investment Management Consultants Association’s 2012 New York Consultants Conference was held at New York’s Marriot Marquis, Jan. 30 - 31. Investment consultants, strategists and theorists presented on a range of issues pertaining to investment conditions and practices. Senior Reporter Carl Winfield and iiSEARCHES Deputy Editor Jabez Grant attended and filed the following reports.

  • Feb 01, 2012 -- by Jabez Grant

    Consultants Share Institutional RFP Preparation, Execution Tips

    At the IMCA conference in New York, William Craig Dobbs and Patrick Schussman of Graystone Consulting secured their audience’s rapt attention as they provided succinct tips on best practices and recalled humorous experiences regarding the industry’s request for proposals process.

  • Feb 01, 2012 -- by Carl Winfield

    LPL Chief Touts Market Strength

    Burt White, chief investment officer at Boston-base LPL Financial, set tongues wagging at the 2012 Investment Management Consultants Association’s New York conference by telling a room full of investment professionals there’s a disconnect in market sentiment and market reality.

  • Jan 31, 2012

    Morningstar CIO Urges Look Beyond Established Models

    Chicago-housed Morningstar’s CIO Tom Izdorek allayed fears the “diversification” mantra consultants have made a near dogma since 2007 may have been all smoke and mirrors, at the 2012 Investment Management Consultants Association conference in New York Jan. 30-31

  • Jan 30, 2012 -- by Carl Winfield

    Developed Markets Retain Support Despite Slowdown

    The emerging market story that has be promoted since the dog days of the financial crisis showed no signs of wear at this year’s Investment Management Consultants Association meeting at New York’s Marriot Marquis.

Council of Institutional Investor's Annual Spring Meeting

  • Apr 04, 2011

    Regulation, Corporate Governance Lead Discussion

    Regulation and corporate governance were the primary areas of focus in the opening half of today's Council of Institutional Investors annual meeting in Washington D.C. A mixed group of opening speakers that included plan sponsors, judges, hedge fund managers and Luis Aguilar, commissioner for the Securities and Exchange Commission weighed in positively, if sometimes with hesitation, regarding domestic and international regulations that have passed over the last year.

  • Apr 06, 2011 -- by Kevin Dugan

    Corp. Governance In Spotlight In Wake Of Citizens United

    Over a year after the U.S. Supreme Court’s landmark decision in Citizens United v. Federal Election Commission, which allows unlimited anonymous political spending by corporations or unions, its effect on corporate governance and proxy voting was still a discussion point at the Council of Institutional Investors’ annual meeting held in Washington D.C. this week.

  • Apr 05, 2011

    CII Picks Trustees

    The Council of Institutional Investors has named its nine public fund trustees for the year, capping a two-day conference held in Washington D.C. this week.

  • Apr 06, 2011 -- by Kevin Dugan

    Financial Services Blames Asset Managers for AIG

    The Financial Services Committee (FSC) chief of staff Larry Lavender provoked some nervous laughter at a luncheon at the Council of Institutional Investors annual meeting in Washington DC when he blamed investment managers for the government bailout of AIG.

16th Annual Illinois Public Employees Retirement System Summit

  • Jun 03, 2011

    Pension Obligation Bonds: A Mixed Blessing?

    Ray Mitchell, Affiliate Professor of Finance and Derivatives at Regis University, pointed to pension obligation bonds as potentially beneficial in that they remove some of the pressure on the government to make pension funding payments. But as panelists at IMN's Illinois Public Employee Retirement Systems Summit pointed out, these bonds are no panacea.

  • Jun 03, 2011

    Panel Spotlights Illinois Pension Changes

    IMN's Illinois Public Employee Retirement Systems Summit kicked off with a discussion of the sweeping changes taking over public pensions. Chris Lauzen, an Illinois State Senator, gave the rundown of the new Illinois Senate Bill 12, which affects all fire and police pension funds in the state, proposing a number of significant benefit changes for newly-hired employees.

  • Jun 03, 2011

    Consultants Weigh In On Return Assumption Conundrum

    Consultants at the Illinois Public Employee Retirement Systems Summit batted around the issue of return assumptions, an issue of much contention since the financial crisis. Alex Rivera, an actuary with Gabriel, Roeder, Smith & Company, noted that the Governmental Accounting Standards Board (GASB) has issued an exposure draft pertaining to potential new accounting standard for pension funds, which indicates that if a plan sponsor does not adequately fund liabilities, its investment return assumption would have to be reduced. "If the contribution is not appropriate and robust, the fund's return expectation could by in the area of 6%," he said.

  • Jun 03, 2011

    Brookfield: Don't Sit On Real Estate, Improve It

    David Arthur, a managing partner in the North American real estate investments business at Brookfield Asset Management, urged real estate investors to focus on increasing income in their portfolios. "You want to increase the income in your assets. After that the market will recognize this and the value of your asset will go up," he said in a presentation at IMN's Illinois Public Employee Retirement Systems Summit.

16th Annual Public Funds Summit

  • Mar 17, 2011

    Moguls Prod Funds For Film Money

    Asset Managers aren’t the only ones lining up for public fund money. Motion picture mavens Morris Ruskin, ceo of Shoreline Entertainment, and Richard Reiner, president of Shooting Star Pictures came to the 16th Annual Public Funds Summit to throw the film industry’s hat into the fund-raising ring too.

  • Mar 17, 2011 -- by Carl Winfield

    Experts Debate Real Estate’s Future

    There was a low-key debate on the future of real estate investing at the 16th Annual Public Fund Summit as Henry Cisneros, former Secretary of the U.S. Department of Housing and Urban Development and now Executive Chairman for CityView, a Los Angeles real estate investment firm, engaged in a discussion with Cleveland, Ohio-Based Courtland Partners’ Managing Director Ben Blakney.

  • Mar 16, 2011 -- by Carl Winfield

    Managers Mull Commodities Next Wave

    Funds have been making big moves into commodities in the wake of the credit crisis and, not surprisingly, many of those in attendance at IMN’s 16th Annual Public Funds Summit were supportive of the asset class as a diversifier and a potent hedge against inflation.

  • Mar 16, 2011 -- by Carl Winfield

    Emerging Markets Not There Yet

    Panelists at IMN’s 16th Annual Public Funds Summit took an unusually dour view of emerging markets. Though nearly all acknowledged that returns in developed markets would remain low for the immediate future, markets such as the U.S. garnered more faith than some expected.

  • Mar 15, 2011 -- by Carl Winfield

    Managers Push Energy As Global Demand Rises

    The potential for core meltdowns at a few of Japan’s nuclear plants caused some concern over the viability of nuclear power generation and alternative energy solutions at the IMN’s 16th Annual Public Funds Summit in Huntington Beach, Calif.

  • Mar 15, 2011 -- by Carl Winfield

    Funds Seek To Cut “Black Swan” Risk

    Risk, and how to better mitigate the chances of another “black swan” event, was front-and-center at Information Management Network’s 16th Annual Public Funds Summit, in Huntington Beach, Calif. today.

Pension Bridge Annual Conference

  • Jul 21, 2015 -- by Danielle Kane

    Pension Bridge: Investors Keen On PE Co-Investments

    More investors are considering private equity co-investments, as they believe that these structures will be a fixed feature of the private equity landscape.

  • Apr 13, 2011

    Macro Experts Tackle Strategy, Each Other

    Luskin, Donald Plan sponsors, managers and consultants got a somewhat heated earful on macroeconomic issues on the opening day of the 2011 Pension Bridge Annual Conference in San Francisco, April 12-14, as Peter Schiff, President and Chief Investment Strategist of Euro Pacific Capital and Trend Macrolytics’ CIO Donald Luskin debated whether the United States’ best days as an alpha driver are behind it.

  • Jul 22, 2015 -- by Danielle Kane

    Pension Bridge: PE Secondary Market Attractive For Buyers, Sellers

    Institutional investors are increasingly optimistic about the private equity secondary market.

  • Apr 14, 2011

    CIOs Dish On Discount Rates

    Managers and consultants were given a rare opportunity to find out what’s on the minds of public pension fund cios at this week’s Pension Bridge Annual Conference in San Francisco. Not surprisingly, the question on many of the cios’ minds was whether there’s a way to reach their current discount rates in the present market.

  • Jul 21, 2015 -- by Danielle Kane

    Pension Bridge: SEC Not Just Concerned With PE Management Fees

    Most investors and private equity managers know that the U.S. Securities and Exchange Commission is cracking down on fees and expenses charged by general partners, but there are at least two other areas of interest to which the SEC is also paying close attention.

  • Jul 21, 2015 -- by Danielle Kane

    Pension Bridge: Are Pension Funds Too High Maintenance?

    As public pension fund plan sponsors push for increased transparency and better alignment of interests from their private equity managers, some managers wonder if they are worth the trouble.

2015 Morningstar Investment Conference