Agenda

Thursday, March 22
6:15 a.m. – 7:00 a.m.

Session Coordinator(s)

Facilitator(s)

7:00 a.m. – 7:15 a.m.

Session Coordinator(s)

Facilitator(s)

7:15 a.m. – 8:15 a.m.

This first session provides an overview of the fixed income and derivatives markets. Experts will discuss characteristics of the fixed income market, including common fixed income benchmark indices and analytical metrics, as well as the derivatives market and its structure.

Session Coordinator(s)

Facilitator(s)

8:30 a.m. – 9:30 a.m.

Building on the knowledge from Session Two, presenters in this session will discuss how various fixed income and derivative securities can be used to hedge a pension liability and what to consider between the different options.

Session Coordinator(s)

Facilitator(s)

9:30 a.m. – 10:15 a.m.

We will put in practice what was shared in the first two sessions.

Session Coordinator(s)

Facilitator(s)

10:30 a.m. – 11:15 a.m.

This session will look at the variety of pension investment strategies used today, from de-risking glide paths and immunization strategies to return oriented portfolios and termination considerations. During this session, we will review and evaluate many of the investment decisions pension plan sponsors are making today.

Session Coordinator(s)

Facilitator(s)

11:15 a.m. – 12:15 p.m.

Session Coordinator(s)

Facilitator(s)

12:15 p.m. – 1:00 p.m.

Session Coordinator(s)

Facilitator(s)

1:00 p.m. – 1:30 p.m.

Dedicated time for questions from the audience and interactive discussions to make sure everyone is comfortable with the material before we go into the final session.

Session Coordinator(s)

Facilitator(s)

1:30 p.m. – 1:45 p.m.

Session Coordinator(s)

Facilitator(s)

1:45 p.m. – 3:15 p.m.

This session shifts the attention to the return-seeking portfolio with experts providing an overview of different asset classes in the public and private markets. Alternative asset classes, such as absolute return and real assets, will also be covered and how they can be used within an LDI context.

Session Coordinator(s)

Facilitator(s)

3:15 p.m. – 3:15 p.m.

Session Coordinator(s)

Facilitator(s)