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Copies of the presentations from the New York Forum
on 18 March can be downloaded in PDF format here.
Agenda
View the full day's agenda for the New York 2008
Global Retirement Forum.
 Download
a PDF of the agenda
Managing pension risk: Global
perspectives, approaches in action
Managing and monitoring pension risk is top of mind
for many CFOs and Risk Managers. In this session, a panel of client
experts will discuss how they manage pension risks globally from
headquarters. We’ll talk about Value at Risk (VaR) and other approaches to
managing and monitoring pension risk across borders, sharing case studies
of how these approaches are working at multinational companies.
Panelists: Flavio Costa, Sara Lee
Corporation and
Richard Obetz, IKON Office Solutions
Moderator: Robert Moreen
(Mercer)
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a PDF of the presentation
A new look at global DC: New opportunities, lessons
learned
In many regions, the DC plan has become the primary retirement program,
shifting much of the risk of providing retirement income from the plan
sponsor to employees. However, a hands-off approach to managing DC plans
across the globe may mean you’ll miss opportunities to align the DC
programs with corporate objectives and manage DC vendors. This could
expose the organization to operational and compliance risk. In this
session, client speakers will share case studies of global DC plan
management.
Speakers: Barbara Marder (Mercer) along
with Mark Breer, Microsoft Corporation and Daniel McCarthy, Bloomberg
L.P.
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a PDF of the presentation
Longevity risks: Products and solutions in the global
marketplace
Presenters: Guy Coughlan, JPMorgan Chase
& Co. Longevity Products/Solutions
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a PDF of the presentation
Global retirement design: An innovative future?
In both mature and developing countries, retirement programs are
experiencing a significant transformation. Changes are being driven by new
legislation, accounting convergence, shifts in social insurance, and
market/economic conditions. In this session, we’ll describe innovative
design ideas from various countries recently implemented or in the “think
tank” stage.
Speakers: Noam
Lakser (Mercer) and Craig Cohen, Pfizer,
Inc.
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a PDF of the presentation
De-risking your pension plans: What makes sense for your
organization?
iBanks, fund managers and traditional consultants are flooding the
market with new products and solutions to de-risk pension plans: from
interest rate and longevity swaps to custom liability-driven investment
solutions (with or without pre-packaged alpha) to online pension buyout
auctions. In this session we’ll help you sort through these approaches and
suggest what might be right for your organization’s pension plans. We’ll
also suggest financial management governance practices to manage and
monitor these new approaches to managing risk.
Speakers: Adrian Hartshorn (Mercer) and
Bob Burke (Mercer)
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a PDF of the presentation
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