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You should be aware that Mercer does not consider an investment manager's attendance at an investment forum when evaluating managers or when recommending managers to clients.

 

 

Mercer’s investment consulting business is pleased to invite you to our San Francisco Investment Forum - From Chaos Comes Opportunity. This one-and-a-half day conference, attended by leading pension funds, other institutional investors and fund managers, will be held on January 28 and 29, 2010.

 

As the dust settles from the economic and financial storms of 2009, the challenges for retirement plans are significant and multi-fold with question marks over affordability compounded by a continuing uncertain investment market environment. Against this backdrop, this forum will explore a number of aspects of the challenges facing institutional investors in these nervous times.

 

We are privileged to have, as a keynote speaker Professor Robert Reich, former Secretary of Labor and Economist.

 

Senior members of Mercer’s investment consulting team will be joined by other industry leaders to discuss a range of topics including:

 

  • The investment climate and how institutional plan sponsors, for both defined benefit and defined contribution, can navigate the current and future economic environment
  • What lessons have we learned?
  • Taking advantage of new investment opportunities in an uncertain environment, including alternatives
  • The role of active management
  • DC trends and fiduciary concerns
  • A de-risking framework for defined benefit plans

 

We hope you will join us to take advantage of the knowledge being shared, as well as to contribute your insights in the interactive sessions throughout the conference.

 

Please join us for a welcome drinks reception at the Ritz Carlton on Wednesday, January 27 from 7pm to 9pm.

 

Cost: US $5,000

 

2010 Investment Forums Calendar

 

January 28-29: San Francisco

Client, Fund management and Mercer

 

April 20-21: Sydney

Client, Fund management and Mercer

 

April 23: Beijing

Client, Fund management and Mercer

 

April 26: Hong Kong

Client, Fund management and Mercer

 

June 29-30: London

Client, Fund management and Mercer

 

September 28-29: Toronto

Fund management and Mercer

 

December 2-3: Lisbon

Fund management and Mercer

 

For the latest updates on Mercer's Investment Forums, go to Mercer Signature Events

 

See further registration information on the global package

 

Please note: We reserve the right to exclude employees of competitor firms. Please register for this event using your corporate e-mail address.

 


Mercer is a leading global provider of investment consulting services, and offers customized guidance at every stage of the investment decision, risk management and investment monitoring process. We have been dedicated to meeting the needs of clients for more than 30 years, and we work with the fiduciaries of pension funds, foundations, endowments and other investors in some 35 countries. We assist with every aspect of institutional investing (and retail portfolios in some geographies), from strategy, structure and implementation to ongoing portfolio management. We create value through our commitment to thought leadership; world-class, independent research; and top-notch consultants with local expertise.

 


Don't miss the Investment Forums!

 

Bringing you our latest thinking on investment issues

San Francisco Investment Forum

 

28-29 January: San Francisco

Client, Fund management and Mercer

 

Sign up now

 

Cost: US $5,000

Clients do not have to pay ticket prices, only transport and hotel costs


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Event details

January 28-29, 2010

Ritz-Carlton

The theme for the conference is ‘From chaos comes opportunity


Event Contact

For further information regarding this event please contact:

Maura Cozza

Phone icon +1 201 284 6126

E-mail icon E-mail