Event Detail

CFA Society Chicago 2016 Annual Conference (Ended)

Saving America's Retirement System

Date, Time, and Location:
Wednesday, April 06, 2016 (add this event to your Outlook Calendar)
8:30 am - 6:00 pm
Palmer House Hilton, 17 E. Monroe Street, Chicago, IL  60603   (Driving Directions)

Program Description:
The U.S. retirement system, often referred to as a three-legged stool, has become increasingly unstable. The first leg, defined benefit plans, are shrinking fast, while second leg personal savings - to include savings plans like the 401 (k) - is also in decline. The last leg - Social Security - is the country's only 'guaranteed retirement income source', and is the primary income source for fully one third of American retirees. The program will discuss factors leading to today's dire situation along with public policy and private sector solutions to provide adequate retirement income for millions of Americans. Attendees will also hear from leading plan sponsors about current initiatives related to the management of their retirement plans.

Michael Falk, CFA, CRC - Partner, Focus Consulting Group
Hon. Joshua Gotbaum - Guest Scholar in the Economic Studies Program, The Brookings Institution
Roger Lowenstein - Financial Journalist and Writer

Members - $250
Non-Members - $299
Student-Members - $150 (Limited spots available)
*Function Tickets cannot be used for the Annual Conference

Sponsorships: Available now, see Annual Conference Sponsorship Brochure for details.

Menu: Vegetarian meal available upon request

Attire: Business Casual

Hosted by: Education Advisory Group

Registration: Online

8:30 am - 9:00 am: Registration/Continental Breakfast
9:00 am - 10:00 am: Welcome/Opening Session: Michael Falk, CFA, CRC
10:00 am - 10:15 am: Networking Break
10:15 am - 11:30 am: Panel Discussion 1: Plan Sponsor Perspective
11:30 am - 1:00 pm: Luncheon Keynote: Honorable Josh Gotbaum
1:00 pm - 1:15 pm: Networking Break
1:15 pm - 2:30 pm: Panel Discussion 2: Public Policy Solutions
2:30 pm - 2:45 pm: Networking Break
2:45 pm - 4:00 pm: Panel Discussion 3: Private Sector Solutions
4:00 pm - 5:00 pm: Closing Keynote: Roger Lowenstein
5:00 pm - 6:00 pm: Networking Reception

Opening: Michael Falk, CFA, CRC
The Importance of Entitlement Polices to Sustainable Economic Growth: Today's economic growth challenges will become greater in the future if only due to the world's agedness, fertility levels and entitlement policies. However, those same challenges could be overcome with more thoughtful public policies along with a culture of responsibility and appreciation. Michael Falk reconsiders what makes us "healthy, wealthy and wise," and focuses on how we might re-imagine healthcare, retirement and education policies to usher in a new ERA of sustainable, long-term economic growth.


Session 1: Plan Sponsor Perspective
Leading plan sponsors and consultants discuss today's retirement programs along with their efforts to ensure that their participants save enough to live comfortably in retirement. Our panel will discuss the existing 'state of play' along with future initiatives designed to improve retirement readiness for the American worker.

Moderator: Larry Siegel; The Gary P. Brinson Director of Research for the CFA Institute Research Foundation

Josh Cohen, CFA; Head of Institutional Defined Contribution, Americas Institutional, Russell Investments
Gary M. Hansen; Vice President & Division Manager, U.S. Retirement & Savings Plans, BMO Harris Bank
Craig McCrohon; Chairman of the Investment Committee and Member of the Executive Committee, State Universities Retirement System
Adrienne Voltattorni; VP Total Rewards, CNA Financial


Session 2: Public Policy Solutions
The number of people in the American workforce not covered by any type of retirement plan, at nearly 50%, is staggering. Five states - California, Illinois, Massachusetts, Oregon and Washington - have passed laws paving the way to offer state-run retirement plans, and eighteen additional states are considering such a measure. We bring together experts at the forefront of this important public initiative to discuss both opportunities and challenges associated with bringing these plans to fruition.

Moderator: Paul Root, CFA; Defined Contribution Investment Strategist, Northern Trust Asset Management

Angela M. Antonelli; Executive Director, Center for Retirement Initiatives, Georgetown University
Marla Kreindler; Partner, Morgan Lewis & Bockius LLP
Gerri Madrid-Davis; Director of Financial Security, AARP


Session 3: Private Sector Solutions
As defined contribution plans celebrate their 10th anniversary since the Pension Protection Act, they have made considerable strides as the primary retirement savings vehicle for most Americans. But what will it take for DC plans to truly take the place of defined benefit plans of old? Our panel of experts will discuss new initiatives to improve America's defined contribution model.

Moderator: Lori Lucas, CFA; EVP and Defined Contribution Practice Leader, Callan Associates

Dick Davies; Senior Managing Director, AllianceBernstein Defined Contribution
Mathew R. Jensen, CFA; Director, Target Date Strategies, Fidelity Investments
Lucian Marinescu, CFA; Portfolio Manager, Head of Target-Date Strategies, Morningstar


Thank you to our sponsors for their support of the Annual Conference:

Fidelity Investments
Northern Trust
S&P Dow Jones Indices



Hotel Accommodations:
There are rooms on hold for CFA Society Chicago the evening of April 5th and 6th for $219 per night. Group rate is guaranteed until March 5th, please call toll free 877.865.5321 and ask for the CFA Chicago Rate.

Valet at the Monroe Street Hotel Entrance is $28. Self-parking is available across the street from the Wabash Hotel Entrance at 55 E. Monroe Street for $21. To ensure the special rate please retrieve a parking coupon at the CFA registration desk.

*Special Notes Regarding Fees:
Day-of-event registrations accepted on-site only if applicable and space available. There is a $20 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, March 30.

CFA Institute CE Qualified Activity
Eligible for 6 credit hours. This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Passport Program
Members of any CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.