Speaking Events:
February 12, 2007
"Experts' Roundtable: New Trends in Liability- Driven Investments"— 3rd ALPHA-BETS 2007 Summit on Newest Trends in Alpha-Generating Investment Strategies
January 9, 2007
“Institutional Giants: Do You Know Where Your Risk Is?” — AICPA
December 1, 2006
"Hedge Fund Valuation Red Flags and Best Practices"— 5th Annual Hard-to-Value Conference
November 8–9, 2006
“Derivatives in a Liability-Driven Investing Framework” — Financial Research Associates, LLC
November 8, 2006
“Risk Management for Hedge Funds”, including commentary for investment fiduciaries — Alston Bird, BVA, LLC and ING Investment Management
June 27, 2006
“Risk Management for Public Pension Funds” — Florida Public Pension Trustees Association
June 23, 2006
“Understanding Valuation Techniques for Complex Securities and Portfolios — Hedge Funds 101 & 102” — Financial Research Associates, LLC
June 12, 2006
“Successfully Navigating the Pension Crisis with Asset-Liability Management: Alpha-Bets 2006” — Financial Research Associates, LLC
June 2, 2006
“Derivatives — The $200 Trillion Gorilla You Cannot Ignore” - National Association of Certified Valuation Analysts Thirteenth Annual Consultants’ Conference
May 18, 2006
“Do You Really Know the Value of Your Portfolio? Asset Allocation & Risk Management Strategies for Institutional Investors” — Strategic Research Institute
May 12, 2006
“Risk is More Than a Four Letter Word” — Fiduciary Institute (FI 360) 2006 Conference
April 20, 2006
“Roundtable on Issues in Pension Fund Management” — Eastern Finance Association
April 6, 2006
“ERISA Litigation: Asset Liability Management: Examining New Pension Fund Rules and Changing Asset Management Strategies Conference” — Financial Research Associates, LLC
April 4, 2006
“NASAA Listens Forum on Hedge Funds” - North American Securities Administrators Association
January 11, 2006
“Alternative Investments: Promise or Peril?” - Heckerling Institute on Estate Planning, University of Miami Law School
December 7, 2005
“How Are Derivatives Products Helping to Meet Institutional Investors’ Alpha Generation Challenges” - Derivatives-Based Investments
November 2, 2005
“Risk Management: Pensions & Derivatives” - Pensions in Crisis conference
October 11, 2005
“Compliance Issues for Investment Advisors” - CT State Department of Banking Securities Forum 2005
September 15 2005
"Derivatives for Pension Plans" - Managing ERISA Risk Series
September 14, 2005
"Employing Derivatives as Risk Management Tools" - Risk Budgeting for Asset Allocation
August 25, 2005
"Derivatives—Sizzle or Sorrow?" - Canadian Investment Review Seventh Annual Risk Management Conference
July 20, 2005
Fiduciary Responsibility in Public Retirement Systems New England Public Employee Retirement Systems Forum
April 28-April 29, 2005
Pension Risk Management
Global Association of Risk Professionals
April 27, 2005
Working with Pensions, Endowments, and Foundations
The Financial Planning Association
April 19, 2005
Speaker participant and co-sponsor of the Wall Street Transcript pension crisis conference at the Harvard Club in New York
Please telephone 203-261-5519 or email pension@bvallc.com with comments, questions or a request for a copy of any of our presentations from our talks. We'd love to hear from you!
Resources:
Pension Governance - www.pensiongovernance.com
Pension Risk MattersSM (blog) - www.pensionriskmatters.com
Please telephone 203-261-5519 or email pension@bvallc.com with comments, questions or a request for a copy of any of our presentations from our talks. We'd love to hear from you!
