Financial Reporting and Analysis, Global Passport

Gauging the Financial Impact of 2022 Asset Returns and Interest Rates on Corporate and Public Pensions

Tuesday, January 17 | 5:30 PM - 8:30 PM

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Overview

The losses suffered in equities and fixed income last year and the rise in interest rates is likely to affect pension funding and costs.  Our program will provide an overview of changes in investment returns and costs that have occurred this year and assess how they will influence changes that companies are likely to make to their key pension assumptions, which in turn will impact future pension and benefits costs.

Agenda

5:30 PM | REGISTRATION


5:55 PM | OPENING REMARKS

Arthur Fliegelman, CFA, Chair of the CFA Society of New York’s Financial Reporting and Analysis Group


6:00 PM | PRESENTATION & DISCUSSION

Michael Moran, CFA, Managing Director, Goldman Sachs Asset Management

Bill Pfister, Managing Director, Business Analytics & Energy Supply, Edison Electric Institute

Sanford Rich, Executive Director, NYC Board of Education Retirement System

Zorast Wadia CFA, FSA, EA, MAAA, Principal & Consulting Actuary, Milliman


7:00 PM | Q&A


7:25 PM | CLOSING REMARKS

Stephen P, Percoco, CFA, Founder, Lark Research


7:30 PM | NETWORKING RECEPTION