Pension Plan Investments: Trends, Developments and 2017 Perspectives
Pension Plan is one of today’s issues facing uncertainties under the new administration. In this LIVE Webcast, an authoritative panel of key thought leaders and professionals brought together by The Knowledge Group will explore beyond the basics of pension investment law and will shed light on the many uncertainties in the current landscape of pension plan investments, from the latest trends, crucial developments, up to the critical issues involving Dodd-Frank and ERISA case law. Listen as they keep the audience abreast with these developments and provide key strategies to avoid common pitfalls and unnecessary risk and volatility.
Some of the major topics will include:
- Pension Plan Related Issues
- DOL’s Fiduciary Rule
- ERISA Litigations
- Pension De-Risking Techniques
- Transfer Liability Strategies
- Retain Liability Strategies
- Buy-Ins vs. Buy-Outs
- Pension Risk Drivers
- Longevity Risk
- Investment Risk
- Costs of Corporate Pensions
- Pension Risk Management
- Current Trends and Development Under Trump Administration
- Legal Challenges and Risks
James Walton, Investment Director
River and Mercantile
- Equity market and interest rate conditions in 2017.
- Strategies for managing equity risk
- Pension Plan de-risking and use of derivatives as a complement, or as an alternative to, ‘glidepaths’.
Yuliya A. Oryol, Co-Chair of the Public Pensions and Investments Practice Group
- transparency and reporting
- SEC investigations
- trends with fund documentation (such as LPAs, subscription booklets and side letters)
Who Should Attend:
- Pension Plan Sponsors
- Pension Risk Managers
- Benefits Managers
- Retirement Plan Financial Professionals
- Retirement Plan Sponsors
- Human Resource & Benefits Personnel
- Private and Public Companies
James is an Investment Director in River and Mercantile’s Boston office and works with clients on financial risk management, develops investment strategies and derivative solutions.
James joined River and Mercantile in May 2016 from Legal and General, a UK based insurance group. He performed a number of investment management roles relating to the retirement business. This included ALM, credit strategy, illiquid assets and responsibility for the investment strategy of the US Pension Risk Transfer business.
James started his career at Aon as an ALM consultant to defined benefit pension plans where he also developed Aon’s LDI, strategic asset allocation processes and analytics. James is a qualified actuary and holds a Masters degree in Physics (Summa Cum Laude) from The University of Oxford.
James is an Investment Director in River and Mercantile’s Boston office and works with clients on financial risk management, develops …
Yuliya A. Oryol is Co-Chair of the Public Pensions and Investments Practice Group at Nossaman LLP. Ms. Oryol has nearly two decades of experience representing institutional investors and government agencies in a broad range of investment, corporate and real estate matters. She focuses her practice primarily on representing public pension plan investors in California, nationally and internationally in connection with public market and private market investments. Ms. Oryol appears before boards of trustees to present on issues related to investments and works with investment officers and in-house counsel on investment transactions. She also regularly speaks at industry conferences and publishes on the subject of alternative investments and other investment related matters. Ms. Oryol is the current Chair of the Investment Section of the National Association of Public Pension Attorneys.
Yuliya A. Oryol is Co-Chair of the Public Pensions and Investments Practice Group at Nossaman LLP. Ms. Oryol has nearly …
Print and review course materials
Method of Presentation:
Experience in financial services or employee benefits
NASBA Field of Study:
Finance - Technical
NY Category of CLE Credit:
Areas of Professional Practice
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About River and Mercantile
River and Mercantile provides derivatives solutions to pension plans, insurance entities and other institutional investors in the US and UK, with total NUM of $19.3 bn, as at end 2016.
River and Mercantile Group PLC (R&M) was formed by the merger of leading institutional adviser P-Solve Limited (“P-Solve”) and leading equity solutions provider River and Mercantile Asset Management LLP (RAMAM) in 2014 and is publicly traded on the London Stock Exchange.
About Nossaman LLP
Nossaman has been an industry leader serving the legal needs of public agencies and private and public companies since 1942. Nossaman currently has eight offices spanning the U.S. located in Los Angeles (headquarters), San Francisco, Sacramento, Orange County, and San Diego, CA; Washington, DC; Seattle, WA, and Austin, TX. Utilizing a multi-disciplinary approach that combines the skill and experience of its litigators, transactional attorneys, and public policy advisors to achieve its clients’ goals, the firm has built nationally recognized practices in public pensions and investments, corporate, real estate, litigation, infrastructure, eminent domain, water, healthcare, environment, and public policy law. Nossaman attorneys build lasting relationships and maintain a commitment to supporting clients at all times, as they adjust to changes in their markets and the regulatory landscape. Committed to the ongoing development of our people, Nossaman has been recognized as a 2017 Vault Best Midsize Firm to Work For.