Taking the best approach in an active market with rising costs and increasing liabilities
FOREWORD
Volatility a Harsh Reminder to Focus Risk Management
- Sean Kurian, Managing Director and Head of Institutional Solution, Conning
SECTION 1
CASE STUDIES
1.1 INTERVIEW: How do investment goals change for a frozen pension plan, and what helps to improve funding status?
Interviewer:
- David Grana, Head of Production, Clear Path Analysis
Interviewee:
- Joe Fazzino, Senior Director - Pension Investments, United Technologies
1.2 ROUNDTABLE DISCUSSION: What is keeping plans from moving towards larger retiree buyouts and full plan terminations?
Moderator:
- David Grana, Head of Production, Clear Path Analysis
Panelists:
- Jason Richards, Consultant, Willis Towers Watson
1.3 INTERVIEW: Is there any way to get around the dilemma of low interest rates?
Interviewer:
- David Grana, Head of Production, Clear Path Analysis
Interviewee:
- Chuck Albrecht, Chief Investment Officer & Chairman, Volvo US Pension Retirement Trust
1.4 INTERVIEW: The intricacies of International Paper’s three pension risk transfers
Interviewer:
- David Grana, Head of Production, Clear Path Analysis
Interviewee:
- Carol Tusch, Director - Trust Investments, International Paper
SECTION 2
PUBLIC SECTOR PENSION PLANS
2.1 INTERVIEW: What is behind the underfunding of public sector pension funds?
Interviewer:
- David Grana, Head of Production, Clear Path Analysis
Interviewee:
- Monique Morrissey, Economist, Economic Policy Institute
2.2 INTERVIEW: Can transferring physical state assets to public sector pensions solve the funding crisis that many of them face?
Interviewer:
- David Grana, Head of Production, Clear Path Analysis
Interviewee:
- Daniel Kay Hertz, Research Director, Center for Tax Accountability
SECTION 3
ASSET CLASSES
3.1 INTERVIEW: With yields still riding low, where are fixed income managers finding bonds to manage their portfolios?
Interviewer:
- David Grana, Head of Production, Clear Path Analysis
Interviewee:
- Peter Ehret, Director of Internal Credit, Employees Retirement System of Texas
3.2 INTERVIEW: Pension funds should stop overlooking commercial real estate as an asset class
Interviewer:
- David Grana, Head of Production, Clear Path Analysis
Interviewee:
- David Amsterdam, President, Investments and Eastern Region, Colliers International
