Pensions & Investments

We're excited to share The 2024 P&I Fall Conference Calendar! Please mark your calendars and save the dates because we're thrilled to unveil our lineup of exciting events for the fall of 2024. Whether you're passionate about industry trends, eager to network with fellow professionals, or seeking to expand your knowledge base, our conferences offer something for everyone. From thought-provoking panels to interactive workshops, each event promises to be a valuable opportunity for learning and growth. So without further ado, let's dive into what's in store for you in the fall of 2024! https://lnkd.in/eMxpepBZ

Ever wondered about the difference between a mentor and a sponsor? Here it is: Mentors talk WITH you. Sponsors talk ABOUT you. While mentors provide guidance, sponsors advocate for you behind the scenes, opening doors to promotions and lucrative opportunities. Their endorsement can elevate your professional trajectory significantly. This September, hear from Anne Ackerley of BlackRock, Marcie Frost of CalPERS, and Kourtney Gibson of TIAA as they share invaluable insights on how to find and work with a sponsor effectively. Moderated by Nikki Pirrello. REGISTER AT https://lnkd.in/eJSBc9_8 #IWII2024 #Trailblazers #Institutional #Investing

In recent years, U.S. retirement plans have faced hundreds of class action lawsuits, primarily focused on alleged breaches of fiduciary duty, fee structures, and investment selections. Over the past year, new theories have emerged challenging pension risk transfer transactions and the use of forfeitures, alongside lawsuits against the U.S. Department of Labor's latest “Retirement Security Rule.” These legal challenges carry significant implications for investment professionals. Join us at P&I's Pension Derisking Conference to comprehensively understand these evolving legal issues and learn how to develop robust strategies to mitigate litigation risks. Don't miss this opportunity to stay ahead of the curve and protect your investments. https://lnkd.in/eAuBmnia

Get ready to be captivated by our exclusive opening keynote, Pascale Thomas, at DC West that inspires you to motivate and help your employees engage and reach financial security through their working years and in retirement. At the iconic entertainment Walt Disney Company, employee education and communication take a front-and-center role, integrating the values of the company into its retirement plan and well-being initiatives.   You will hear firsthand success stories and challenges within Disney's robust retirement savings plans and understand their innovative strategies and unique approaches to cater to a diverse employee cast. You’ll get an enthusiastic, behind-the-scenes look at how one of the world's most beloved companies ensures the future financial security of its team—and the motivation to elevate your financial wellness programs. REGISTER AT https://lnkd.in/eAbCzv_2

The investment community has been eagerly anticipating the key signals to counter persistent inflation and trigger the Federal Reserve's rate tightening cycle. It may not be one major event, but a series of smaller, unique indicators of both economic strength and weakness. Most signs suggest that the U.S. is nearing the end of the current credit cycle.   Don't miss our opening keynote, where we'll differentiate the crucial leading indicators from the noise. Learn how to stay flexible and navigate the ever-changing fixed income markets. Register now to gain these invaluable insights and position yourself ahead of the curve! https://lnkd.in/eNFf-j5m

POWERING-UP FOR THE NEXT INVESTMENT ENVIRONMENT | We are proudly presenting our CIO opening panel of leading industry voices, scheduled for November 6th! What an impressive line-up of powerhouses and very much looking forward to this at the 15th edition of the P&I WorldPensionSummit 2024 in The Hague https://lnkd.in/ew7nt-7m. The world reached a series of inflection points this year: inflation is finally on a downward trajectory. Central banks are deep in tightening mode. And by the time of this session, the U.S. will know whether its voters maintained the status quo. In this session we will consider: -  What is the biggest investment opportunity for the longer term, and how are you positioning the portfolio to capitalize on that? What keeps you up at night and how are you managing that to sleep better? -  Where is your portfolio right now in terms of risk appetite?  -  The impact of the energy transition on portfolios — how is the move toward net zero affecting concentration risk in the portfolio? -  The role of institutional investors in markets — are the biggest asset owners able to move markets? Joining speakers are: Geraldine Leegwater, Chief Investment Management PGGM Investments | The Netherlands Aoifinn Devitt, CIO, London LGPS CIV Limited CIV Ltd | United Kingdom  Maggie Coleman, Chief Investment Officer Real Estate Equity North America; Global Co-Head of Portfolio Management, Manulife Investment Management | USA MODERATOR Claire Lincoln, Global Head of Institutional Investor Relationships, World Gold Council | United Kingdom Interested to learn what more we have scheduled at the 15th edition of the summit? Go to www.pionline.com/wps2024 for more information & registration

The agenda is now available for P&I's Pension Derisking Conference! https://lnkd.in/eAuBmnia

The wait is officially over | Registration for P&I's 2024 Influential Women in Institutional Investing is now LIVE! https://lnkd.in/eJSBc9_8 Come and be part of an exclusive gathering where influential female leaders are actively shaping the trajectory of Institutional Investing. This is your chance to connect with industry trailblazers, gain invaluable insights, and celebrate outstanding achievements in the field. REGISTER AT https://lnkd.in/eJSBc9_8 #IWII2024 #PIconferences #Influential #Women #Institutional #Investing

We're thrilled to introduce our esteemed 2024 Advisory Board Members for P&I's second annual Public Funds Conference this November 13-14!   Meet the 21 industry leaders and Chief Investment Officers who bring a wealth of knowledge and expertise to this event. Their collective experience and insights are shaping our conference to provide a compelling and immersive experience for those working in investment offices at public pension plans. REGISTER AT https://lnkd.in/gnkuRWzF #public #funds #pension #plans #governance #riskassessment

We are thrilled to introduce the keynote sessions for our upcoming DC West, which promise to deliver profound insights and valuable information. Kelly Goldsmith will delve into new findings on financial scarcity, building on insights popularized by Nobel Prize winner Daniel Kahneman in his book "Thinking, Fast and Slow." Dr. Goldsmith's extensive research over the past two decades will shed light on how feelings of “not having enough” influence decision-making and behavior. This keynote will be particularly beneficial for plan sponsors, providing strategies to understand and address the psychology of scarcity, whether participants are saving for retirement, living on a fixed income, or simply concerned about their financial future.   Following this, we will have a Q&A session with Ali K., Principal Deputy Assistant Secretary of the U.S. Department of Labor’s Employee Benefits Security Administration (EBSA). Mr. Khawar will provide insights into recent Department of Labor developments, including the new investment advice fiduciary ruling, SECURE 2.0 deadlines, and investment-related guidance.   We look forward to seeing you there and are confident these keynotes will provide invaluable knowledge and practical takeaways. https://lnkd.in/eAbCzv_2