The State of Retirement

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The State of Retirement

This event is a part of the Putting Investors First Campaign 2017 at NYSSA. The Putting Investors First campaign is a series of events held at over 100 CFA Societies around the world.

Thursday, May 11
5:45 pm – 8:00 pm

Register Now


NYSSA Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Wednesday, May 10th


Member $30
Nonmember $70


Private Wealth Management Group

Institutional Asset Management Group

CFA Institute CE

1.5 Credits

Sponsored by Kaplan Schweser


Eric Henon, President, EACH Enterprise
Stacy Schaus, Executive Vice President, PIMCO
Richard Schwam, CFA, Vice President, Municipal Credit Research Analyst, AllianceBernstein
Erin Kreszl, Principal, Financial Wellness Consultant, Mercer

Tom Anderson, Retirement, Investing & Financial Planning, CNBC Digital


Program Overview

Planning for individual retirement is one of the most important tasks for those in asset management. Investment professionals ranging from client facing advisors, pension fund managers, 401k administrators, asset allocators, alternative and traditional fund managers or individual asset analysts all play a role in building the needed assets for individuals during their working years that are used to sustain their retirement.

As part of the CFA Institute’s Investor education month, the Private Wealth and Institutional Asset groups have jointly organized an event that will take a comprehensive and critical look at the key ways in which society is fulfilling retirement goals for the population. Hear from experts on defined contribution plans, company defined benefit plans and government pension plans as they talk about the forces shaping the current state of retirement and the future implications for direct and indirect stakeholders.

Features, Benefits, Values

Get a comprehensive view about the state of retirement in America and the far reaching implications for direct and indirect stakeholders.

Major Points

  • State of defined contribution plans
  • State of municipal pension plans
  • Impact on society
  • Key forces shaping the future of retirement

Learning Objectives

Full understanding of the current state of retirement programs as well as the critical concerns regarding retirement for society as well as implications for the future.

Who Should Attend

Analysts, Financial advisors, Plan administrators, portfolio managers.


5:45 – 6:00PM: Registration

6:00 – 6:10PM: Opening Remark

Stephen Mayrose, CFA

6:10 – 7:25PM: Presentation and Panel

Eric Henon, President, EACH Enterprise

Stacy Schaus, Executive Vice President, PIMCO

Richard Schwam, CFA, Vice President, Municipal Credit Research Analyst, AllianceBernstein

Erin KreszlPrincipal, Financial Wellness Consultant, Mercer


Tom Anderson, Retirement, Investing & Financial Planning, CNBC Digital

7:25 – 7:30PM: Closing Remark

Harumi Urata-Thompson, CFA, COO, NYSSA

7:30-Conclusion: Networking


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