Speaking Engagements

3/7/2013 — Denver, CO.

Mountain States Institutional Investor Forum.

Topic: Asset Allocation Models for Defined Benefit Plans.


4/26/2013 — Charlotte, NC.

42nd Annual Retirement and Benefits Management Seminar, University of South Carolina Darla Moore School of Business.

Topic: DB Plans – Funding Issues and Opportunities for Winding Down or Terminating Your DB Plan.

Download: Funding Issues Opportunities to Winding Down or Terminating DB Plan


5/1/2013 — Washington, DC.

Middle Atlantic Institutional Investor Forum.

Topic: Asset Allocation Models for Defined Benefit Plans.


10/8/2013 — San Antonio, TX.

Center for Due Diligence 2013 Advisor Conference.

Topic: Operational Risk Management – Action to Minimize Risk in 401(k) plan and Defined Benefit Plan Administration.


10/9/2013 — San Antonio, TX.

Center for Due Diligence 2013 Advisor Conference.

Topic: Understand/How to Select Index Funds


Hubbell