Designing Better Retirement Solutions

Asset Management Forum

The purpose of this forum is to highlight the many challenges of planning and managing retirement for investors and provide ideas for improvements to retirement solutions.

In recent years, much interest has been devoted to the understanding of performance drivers in financial products and to the design of so-called smart-beta products. However, even before we consider adding more efficient financial products to the portfolio of the average investor, there are additional considerations that require our attention.

How much should be saved and how should savings be invested?
How can we better account for the uncertainty related to life expectancy?
How can we deal with the behavioral pitfalls of investors in the design of investment solutions and improve the prospects of future retirees?

SPEAKERS - AFTERNOON FORUM (1 PM to 5 PM)
Aging, Health and Longevity in the 21st Century See the presentation
	S. Jay Oshlansky University of Illinois Co-Founder Lapetus Solutions Learn More
Building Better Defined-Contribution Plans Lessons from Behavioral Finance See the presentation
	Meir Statman Glenn Klimek Professor of Finance Santa Clara University Learn More
Changes to public retirement policy – Should individuals work longer and should the full retirement age be raised? See the presentation
	Michel St-Germain Partner Mercer Learn More	Bernard Morency Independent consultant and Pension expert Learn More
Designing better retirement products – A comparative analysis of existing and new possibilities See the presentation
	Jacques Lussier, CFA CEO and CIO Ipsol Capital Learn More

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KEYNOTE SPEAKER

The future of pension management

(5:30 PM to 8:30 PM)

Keith Ambachtsheer

Director Emeritus, International Centre for Pension Management

Rotman School of Management, University of Toronto

President, KPA Advisory Services

Award for Professional Excellence, 2011 - CFA Institute

Learn More

PRICES

You may choose to participate to the entire forum, or only to the afternoon or the evening. Please check your order before confirming your reservation
	ENTIRE FORUM (1 PM to 8:30 PM)	AFTERNOON ONLY (1 PM to 5 PM)	EVENING KEYNOTE ONLY (5:30 PM to 8:30 PM)
CFA Montréal Members	$300	$175	$130
Non-members	$400	$250	$150
Table of 8	-	-	$1 100