NYSSA's Global Investing Committee presents the Asset Owners Series

Multiemployer Pension Conference

Thursday December 8, 2016 5:30 PM - 8:00 PM
NYSSA Conference Center
Available as: Live Session;
Categories: Asset Owner Series, Conference, Global Investing, Programs for Members, Seminar

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 NYSSA's code of conduct.

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. 


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.


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.

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

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



DISCLAIMER

The New York Society of Security Analysts, Inc. (“NYSSA”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA 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 NYSSA has no duty to update and maintain the information, reports, or statements made during events.

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. NYSSA 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 NYSSA 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 NYSSA 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. NYSSA 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 NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

 Sponsors
Program Details

Date
December 8, 2016 

Time
5:30p.m.—8:00p.m.

Location
NYSSA
1540 Broadway, Suite 1010
(45th Street Entrance)

Fee
Member $80
Nonmember $175
No students

Registration Deadline
December 7, 2016

NYSSA reserves right to decline admission / refund registration costs
No walk-ins or press permitted.

Dress Code
No jeans allowed, business attire recommended.

Opening and Closing Remarks
Deepika Sharma, CFA, Portfolio Manager/Analyst, Astor Investment

Keynote Speaker
W. Thomas Reeder Jr., Director, Pension Benefit Guaranty Corporation (PBGC)

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

Moderator
Chris Brockmeyer, Director of Employee Benefit Funds at The Broadway League

Organizers

Deepika Sharma, CFA
Thomas Brigandi
Roberto Peralta, CFA
Patrick Holert, CFA, CAIA
Alan Fields, CFA, CAIA, CPA
Amelie Derosne, CFA
Evelyn Yeow, CFA
Daniel Fridson
Robert Discolo, CFA, CAIA, CPA
Chris Cutler, CFA
Jae Yoon, CFA
Jonathan Prin, CFA
Steven Bloom, CFA
Maria Shtrapenina, CFA
Christine Phillpotts, CFA
Sandra LaBaugh, CFA
Katherine Zamsky
Kyrill Firshein
David Feygenson
Richard Ebil Ottoo, PhD, CFA, FRM
Kamal Bhatia
Peter Sang 
Mark Sullivan, CFA
Kevin Maxwell, CFA
Gabriel Doz, CFA
Anthony Thai, CFA
Andrew King
Ravi Chandran, CFA
Darlene Zong, CFA

Consider Becoming a Member 
Contact membership@nyssa.org

Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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