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Speaking Engagements

 

July 24, 2019

Opal Group's 2019 Public Funds Summit East
 
Marcia Peters, CFA, Chief Investment Officer, will be a panelist at the 2019 Public Funds Summit East in Newport, RI. Marcia will be discussing, "The Role of a Consultant – Past, Present, and Future." 

For additional information, or to register for the event, click here

 

July 16, 2019

Institutional Investor's 2nd Annual Retirement Plan Advisor Summit
 
Michael Sasso, Partner, will be moderating a panel discussion on, "Fact-Check Your Thinking: Evidence-Based Reasons for You to Consider Investment Options You Might Have Dismissed."

Click here to learn more or to register for the event.

 

June 6, 2019

2019 PLANSPONSOR National Conference
 
PEI Partner Attila Toth will be a panelist at the 2019 PLANSPONSOR National Conference in Washington, DC. Attila will be discussing, "How are Different Employee Groups Benefiting From Your DC Plan?" 

For additional information, or to register for the event, click here

 

April 30, 2019

PSCA 2019 National Conference
 
Join Partner Michael Sasso at PSCA's 2019 National Conference in Tampa, FL, where he will a panelist discussing, "Retirement Income: From Theory to Practice." Specifically, Michael will be discussing recent trends with respect to retirement income from both a plan sponsor perspective as well as from a regulatory perspective.
  • Michael Sasso, Partner, Co-Founder, Portfolio Evaluations
  • Jodie Gunzberg, Head of North American Equities, Standard and Poors Dow Jones Indices
  • Dr. Zvi Bodie, Boston University Professor Emeritus and Author
  • Moderator: Jody Strakosch, Principal, Strakosch Retirement Strategies, LLC
Click here to learn more or to register for the event.

 

March 27, 2019

Seventh Annual Tri-State Institutional Forum
 
Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Seventh Annual Tri-State Institutional Forum in New York, NY. Marcia will be discussing (as per the agenda): 
 
Strategic Asset Allocation and Risk Budgeting
Conventional asset allocation strategies produced positive results when markets were rising and interest rates were declining. Today, constructing a durable portfolio requires a more robust approach better suited to the increased complexity, low interest rates and higher correlations of modern markets. There are multiple possible solutions.

For additional information, or to request the full agenda, click here

 

March 6, 2019

Alternative Investor Institute and Institutional Investor Institute's 2019 Roundtable for Corporate Funds and Insurance Portfolios
 
Partner and Co-Founder Michael Sasso will be a panelist at AII and III's Roundtable for Corporate Funds and Insurance Portfolios on Wednesday, March 6 in Washington, D.C. covering (as per the agenda):
 
The Department of Labor
The fiduciary rule is dead. What now – for both plan sponsors and plan participants? What implications does the decision have for plan sponsors’ relationships with partners?
  • Michael Sasso, Partner, Co-Founder, Portfolio Evaluations
  • David N. Levine, Principal, Groom Law Group
  • Erica McFarquhar, Vice President, Benefits Counsel, IMCA-RC
  • Moderator: Stephen W. McCaffrey, Senior Counsel for Plans, National Grid USA
Click here to register for the event.

 

February 12, 2019

Inside ETFs Conference
 
Senior Consultant Edward Landsman will be speaking at the Inside ETFs conference on Tuesday, February 12, 2019 in Hollywood, Florida, where he will be a panelist discussing (as per the agenda):     

Hiring and Firing Investment Managers: What Institutional Investors Look For
Selection, hiring and firing of managers is the most important part of the investment process, and can often be the difference between taking your business to the next level of growing your assets and profits, or continuing to muddle along. The challenge remains: How do you get noticed by institutions, private wealth and endowments?
  • Edward Landsman, Portfolio Evaluations
  • Case Fell, CIONYSNA Pension Plan & Benefits Fund
  • Robert Hagstrom, Senior Portfolio Manager, Equity Compass
  • Jim Ulseth, Deputy CIOWE Family Offices
  • Moderator: Thomas Porter, Head, CIPM Program, CFA Institute
Click here to see the full agenda and register for the event. 

 

October 19, 2018

Great Lakes Area Tax Exempt/Governmental Entities (TE/GE) Council 

Michael Sasso, Partner, and Jennifer Putney, Director, will be discussing the rules and guidance regarding fees with respect to 401(k) plans.

Topics to be covered will include:
  • Review and update of fee litigation landscape
  • Discuss the different ways to pay for the plan's expenses
  • Explore the different types of pricing models
  • How do you determine the reasonableness of fees?
  • Fee Equalization - what does it mean?
  • Investment Management Fees - are they reasonable given the size of my plan?
  • Fiduciary Best Practices when it comes to evaluating fees
The event will take place in Chicago, IL. To request a copy of the agenda, email us here.
 

October 9, 2018

Western Pension & Benefits Council October Luncheon 

Greg McCarthy, CFA, Senior Consultant, will be speaking at the Western Pension & Benefits Council October Luncheon on October 9 in Greenwood Village, CO, covering, "Retirement Plans – Investment Menu and Fees." Topics will include:
  • Behavioral Research
  • Industry Trend Data: Options Offered and Used
  • Menu Design & Monitoring
  • Investment Fees
For additional information or to register for the event, click here.
 

September 26, 2018

WISER's Annual Symposium
 
The Women's Institute for a Secure Retirement (WISER) is hosting a symposium in Washington, D.C., covering, "Retirement Income: Strategies, Choices, and Decisions." Join PEI Partner Michael Sasso, where he will be a panelist discussing, "Choices: Helping Women (and Men) Evaluate Retirement Income Choices:"
  • Michael Sasso, Portfolio Evaluations
  • Keith Bernhardt, Fidelity
  • Chris Anast, Capital Group
  • Kelli Hueler, Hueler Companies
  • Moderator: Reshma Kapadia, Barron’s Magazine
 Click here to register for the event and see the agenda.

 

May 1, 2018

PSCA's 71st Annual National Conference
 
Join Partner Michael Sasso at PSCA's 71st Annual National Conference in Scottsdale, AZ where he will be presenting on: 

DC In-Plan Retirement Income Solutions – Are we there yet?
As defined benefit plans become rarer in today’s workplace, and questions linger around the viability of social security, many American workers face the burden of supporting themselves primarily via their DC plan savings during retirement. Mike will be discussing the challenges participants face as they prepare for retirement and provide an overview of the current retirement income product market, discussing the benefits and potential drawbacks of various solutions.

 
Click here to learn more or to register for the event.

 

April 5, 2018

Sixth Annual Tri-State Institutional Investor Forum
 
Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Sixth Annual Tri-State Institutional Investor Forum at the Harmonie Club in New York City on April 5, 2018. Marcia will be one of two panelists discussing: 

Macro Outlook and Fixed Income Opportunities
As we enter into 2018, the panelists will discuss their views on the global economy including economic growth, central bank policy, and geo-political happenings. Against that backdrop, they will discuss where they are finding opportunities across various areas of the global public fixed income markets including global rates, currencies, sovereign debt, emerging market debt, credit, and securitized assets.

 
Panelists:
  • Marcia Peters, CFA, Chief Investment Officer, Portfolio Evaluations, Inc.
  • Michael Atkin, Portfolio Manager, Global Fixed Income, Putnam Investments
For additional information, or to request the full agenda, click here

 

March 15, 2018

Second Annual Institutional Investment Consulting Roundtable
 
Marcia Peters, CFA, Chief Investment Officer, will be a panelist at the Second Annual Institutional Investment Consulting Roundtable, hosted by CFA New York at the CFA NY Conference Center in New York City on March 15, 2018. 

This year's roundtable, "will feature a high-level discussion among senior institutional investment consultants. Institutional investment consultants provide investment advice to public and private companies, foundations and endowments looking for help with managing their money, or the money in their employees' retirement funds," as per the CFA Society New York website


For additional information, or to request the full agenda, click here

 

November 2, 2017

Fourth Annual Pennsylvania Institutional Investor Forum

On November 2nd, Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Fourth Annual Pennsylvania Institutional Investor Forum at the Magnolia Hotel in Philadelphia, PA. Marcia will be a panelist discussing the macro outlook and global asset allocation decisions. 

For additional information, or to request the full agenda, click here

 

May 3, 2017

PSCA's 70th Annual National Conference
 
Join Partner Michael Sasso and Associate Director of Research Kathryn Farrell, CFA at PSCA's 70th Annual National Conference in Chicago, IL as they discuss: 

Plan Fees: Are You a Target?
Mike and Kathryn will cover what fees plan sponsors need to focus on to ensure they are not the target of future litigation. The workshop will lay the foundation for plan fiduciaries to determine if their fees are reasonable by looking at the various pricing models available in the marketplace in order to assess how their plan is being charged. In addition to examining plan recordkeeping costs, determining if your investment expenses are reasonable—including if your plan is in the appropriate investment vehicle—is of paramount importance. Attend this session to get these questions answered, and to learn about recent litigation and how to protect yourself.

 
Click here to learn more or to register for the event.

 

February 22, 2017

Fifth Annual Tri-State Institutional Investor Forum
 
Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Fifth Annual Tri-State Institutional Investor Forum at the Harmonie Club in New York City on February 22, 2017. Marcia will be one of four panelists during the discussion on: 

Reviewing Global Equity Portfolios
An eight-year bull market in U.S. public equities, coupled with relative weakness overseas, puts the idea of global diversification on the back burner for many investors. But as markets continuously cycle, is now the time to start reducing domestic equity exposure and actively search for international growth?

Moderator:
  • Francine Kollydas, Director, Investment Management, National Grid USA
Panelists:
  • Marcia Peters, CFA, Chief Investment Officer, Portfolio Evaluations, Inc.
  • Thomas Garrett, Senior Associate Director, Strategic Research, Verus
  • Douglas Bennett, Executive Director & Senior Portfolio Adviser, Vontobel Asset Management
For additional information, or to request the full agenda, click here

 

January 25, 2017

Sixth Annual ERISA Fiduciary Checkup
On January 25, 2017, David Hudak, Senior Consultant, will co-host the Sixth Annual ERISA Fiduciary Checkup. 

Along with Howard Levine, Drinker Biddle & Reath, and David Dacey, WithumSmith+Brown, they will discuss the labyrinth of ERISA plan fiduciary requirements and how failure to comply with these obligations can expose fiduciaries to liability risks.

Topics to be covered will include:
  • What are the most common mistakes made by retirement plan sponsors?
  • What issues are the IRS and DOL most concerned about?
  • Understanding and dealing with annual reporting issues.
Click here to register for the event.
 

November 29, 2016

Third Annual Pennsylvania Institutional Investor Forum

On November 29th, Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Third Annual Pennsylvania Institutional Investor Forum in Philadelphia, PA, covering "Winning in Fixed Income, Further Rate Hikes or Not:"
  • How can institutional investors position themselves so they have the flexibility to respond?
  • Would a multi-asset credit strategy make sense during this period?
To learn more or register for the event, see here

 

November 1, 2016

Goldman Sachs Institutional Client Panel Discussion

Michael Sasso, Partner and Co-Founder, will be participating in the Goldman Sachs Institutional Client Panel Discussion on November 1, 2016.

Michael will be discussing: 
  • Shifts in Asset Allocation: Are Any Being Seen?
  • Key Trends and Themes in Recent NACUBO Studies
  • Characteristics of an Effective Investment Committee
  • Which Organizations Typically Select OCIOs
   

October 21, 2016

Great Lakes Area Tax Exempt/Governmental Entities (TE/GE) Council

Michale Sasso, Partner, and Jean Martone, Director, to present, "Plan Fees: An in-depth discussion on understanding all of the factors," to the Great Lakes Area Tax Exempt/Governmental Entities (TE/GE) Council. Topics to be covered will include:
  • Review and update of fee litigation landscape
  • Discuss the different ways to pay for the plan’s expenses
  • Explore the different types of pricing models
  • How do you determine the reasonableness of fees?
  • Fee Equalization – what does it mean?
  • Investment Management Fees – are they reasonable given the size of my plan?
  • Fiduciary Best Practices when it comes to evaluating fees
 

June 16, 2016

2016 PLANSPONSOR National Conference

 
Attila Toth, Partner and Co-Founder, will be moderating at the PLANSPONSOR National Conference on June 16, 2016.
 
Attila will be moderating the “DC Plan Investment Menu Trends” session, covering:
  • Collective Investment Trusts
  • White Labeling
  • Shrinking the Fund Menu
  • Brokerage Windows
Click here to learn more and register for the event.