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Single Employer Corporate Pension Conference

Asset Owner Series™

Single Employer Corporate Pension Conference

Thursday, August 4, 2016

6:00: OPENING REMARKS

Christopher Cutler, CFA, Board of Directors, CFANY


6:05 – 6:20:  KEYNOTE ADDRESS
Gina Wilson, Executive Vice President and Chief Financial Officer, TIAA


6:20 – 7:30: PANEL

Moderator
Diane Garnick, Managing Director, Chief Income Strategist, TIAA​ and Trustee, CFA Institute Research Foundation

Panelists
Jason Bastedo, Director of Investments, Novartis
Jean Grisi, Chief Investment Officer, Nokia
David Slifka, Senior Portfolio Manager, YMCA Retirement Fund
Barbara Lupo, ‎Director of Investment Management, Advance Publications


7:45: CLOSING REMARKS

Harumi Urata Thompson, CFA, COO, NYSSA


FOLLOWED BY A CATERED NETWORKING RECEPTION

Event Overview

Single employer pension plans, in which a single employer or several related employers within a corporate group participate and contribute to the same pension plan, oversee roughly $2 trillion in assets under management.The Pension Benefit Guaranty Corporation estimates that about 30 million Americans are earning or receiving single employer pensions from the roughly 44,000 single employer 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 Single Employer Pension Conference will explore the perspectives of senior Single Employer Pension investment professionals and how they are managing not only the volatile equity markets,but also the low interest rate environment.

Who should attend?

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.

DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by CFANY. Requests may be faxed to (212) 541-4677, or emailed to seminars@cfany.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)
  • LESS THAN 24 HOURS OR AFTER EVENT HAS STARTED: No refund

For more information: Policies and Procedures