Track: Pension and Benefits

Liability-Driven Investing: Has the Time Come?

Monday, October 20, 2008
10:30 a.m. - 12:00 p.m.
Room: 503

Liability-driven investing for defined benefit plans has been a topic of discussion for several years. However, with regulatory and business changes, more plans are moving forward with some type of LDI strategy. This session will review factors that plan fiduciaries should look at when considering whether or not to adopt LDI and various options available when implementing an LDI strategy.

Speakers:

• Milla Krasnopolsky, CFA
  Director and Portfolio Manager
  General Motors Asset Management

• Mark Evans
  Managing Director
  Goldman Sachs

Objectives

• Understand what role LDI can play in overall pension investments
• Determine the pros and cons of LDI
• Discuss practical issues related to implementing an LDI strategy

Pre-Requisites

• Understanding of and/or responsibility for retirement plan investments

Take-Aways

None

CPA Field of Study: FIN