
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
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.