1st Multiemployer (Union) Pension Conference

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1st Multiemployer (Union) Pension Conference

December 8, 2016

Agenda

Agenda

5:30 PM: Check-in

6:00 PM: Welcome and Opening Comments
Deepika Sharma, CFA, Portfolio Manager/Analyst, Astor Investment

6:05 PM: Keynote Address

W. Thomas Reeder Jr., Director, Pension Benefit Guaranty Corporation

6:30 PM: Panel
Moderator: Christopher Brockmeyer, Director of Employee Benefit Funds, The Broadway League

Speakers
Christine Dubois, CFA, CEO, AFTRA Health & Retirement Funds
Scott Stone, Chief Investment Officer, Pentegra Retirement Services
Randy G. DeFrehn, Executive Director, National Coordinating Committee for Multiemployer Plans
David Blitzstein, Advisory Director, Board of the International Foundation of Employee Benefit Plans
Monte Tarbox, Executive Director, Investments National Electrical Benefit Fund

7:30 PM: Closing Remarks
Deepika Sharma, CFA, Portfolio Manager/Analyst, Astor Investment

7:35 PM: Adjournment and Reception

FOLLOWED BY A CATERED NETWORKING RECEPTION

Description

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. ‎NYSSA’s First Annual Multiemployer Pension 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.

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Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

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