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2nd Multiemployer Pension Conference

October 25, 2018

5:30 PM | CHECK-IN


5:58 PM | WELCOMING REMARKS

Thomas Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute


6:00 PM | STATE OF THE UNIONS PANEL – PUTTING BENEFICIARIES FIRST

Moderator

Randy DeFrehn, CEO, DeFrehn and Associates

Panelists

Jeffery G. Stein, General Counsel, 1199SEIU Benefit and Pension Funds

Michael Joyce, Senior Vice President, Segal Marco Advisors

Jani K. Rachelson, Partner, Cohen, Weiss and Simon, LLP


7:00 PM | UNION PENSION INVESTMENT PANEL

Moderator

Christopher Brockmeyer, Director of Employee Benefit Funds, Broadway League

Speakers

Robert Ball, Chief Investment Officer, Joint Industry Board of the Electrical Industry

Marc Perrone, Chairman, UFCW National Pension Fund

Ryk Tierney, Executive Director, IAM National Benefit Fund


8:00 PM | CLOSING REMARKS AND RECEPTION

Joe Cavatoni, Managing Director, World Gold Council


9:00 PM | ADJOURNMENT

Thomas Brigandi, Inaugural Global Outstanding Young Leader, CFA Institute

REGISTRATION & FEES

TO ATTEND

Members: $55 Nonmembers: $150

Asset Owners are eligible for complimentary admission.

Request Invitation
Asset Owner Series
Multiemployer Pension plans, which are operated by groups of companies together with officials of a union that represents their workers, oversee roughly $500 billion in assets under management. Such plans are common in sectors like the building trades, where the workers move from job to job, taking their benefits with them. The trucking, retail and mining industries also have many multiemployer plans. ‎The Pension Benefit Guaranty Corporation estimates that about 10 million Americans are earning or receiving pensions from the roughly 1,400 multiemployer defined benefit pension plans in the US.‎ While the financial crisis greatly impacted the funded status of these plans, they have recovered significantly since 2009. ‎The conference will explore the perspectives of senior Multiemployer Pension investment professionals and how they are managing not only the volatile equity markets, but also the low interest rate environment. Speakers at this event are some of the most sophisticated multiemployer (union) CIOs, overseeing $48 billion in assets.

Series Sponsors and Partners

Founding Sponsor

Gold Sponsor

Silver Sponsor

Partners

Note

Moderators and panelists are always genuine asset owners or investment consultants. Sponsors may provide either:

  • Relevant high-level thought leading opening or closing keynote addresses
  • Brief opening or closing remarks

Who Should Attend

Asset owners, portfolio managers and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors; professionals working at potential participants on the issuance side, including corporations and private equity firms; and service providers such as attorneys, consultants, and rating agency personnel. Asset owners receive complimentary registration*

*In general, asset owners must be employed by a sovereign wealth fund, corporate pension fund, endowment, public employee pension fund, foundation, single family office with +$1 billion AUM, governmental treasury, insurance company investing division, state investment corporation, m‎ultilateral development bank‎ or other governmental fund. CFA Society New York has full discretion on who qualifies as an asset owner attendee.‎


Note

CFA Society New York reserves right to decline admission / refund registration costs. No walk-ins or press permitted.

Dress Code: No jeans allowed; jacket, slacks, and formal shoes required

This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct. Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.