Conference / Seminar, Putting Beneficiaries First, Virtual Events & Programming

Putting Beneficiaries First

September 14, 2021 | 10:00 AM - 1:30 PM

Share Event

Loading Events

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide


Attend our Putting Beneficiaries First series event to learn directly from a slate of accomplished thought leaders in the pension management space. Speakers that represent financial institutions, asset owner investment staff and trustees, nonpartisan think tanks, investment consultants and government officials will lead a series of in-depth conversations on timely, relevant topics affecting beneficiaries.

This series of exclusive data driven discussions is focused on examining attendant risks to pension and entitlement beneficiaries, including risks presented by increasing government debt levels, federal entitlement underfunding, pension underfunding, technological innovations, and more. Join us and go well beyond the political noise that obscures real debate and analysis to learn from some of the leading voices in the industry.


10:00 AM | KEYNOTE

Clive Lipshitz, Managing Partner, Tradewind Interstate Advisors

11:00 AM | KEYNOTE

Deborah Kidd, CFA, Director, Global Industry Standards, CFA Institute



Antonio Rodriguez, CFA, Director of Investment Strategy, NYC Board of Education Retirement System


Monte Tarbox, Executive Director – Investments, National Electrical Benefit Fund



Additional Details

Learning Outcomes

  • Explore a range of pension asset allocation issues
  • Understand trustee fiduciary roles, obligations, and long-term planning
  • Broaden your perspective on trustee fiduciary risks