Designing Better Retirement Solutions
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)
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Aging, Health and Longevity in the 21st Century |
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S. Jay Oshlansky University of Illinois Co-Founder Lapetus Solutions |
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Building Better Defined-Contribution Plans Lessons from Behavioral Finance |
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Meir Statman Glenn Klimek Professor of Finance Santa Clara University |
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Changes to public retirement policy – Should individuals work longer and should the full retirement age be raised? |
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Michel St-Germain Partner Mercer
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Bernard Morency Independent consultant and Pension expert
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Designing better retirement products – A comparative analysis of existing and new possibilities |
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Jacques Lussier, CFA CEO and CIO Ipsol Capital |
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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 |
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 |
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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 |
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$1 100 |
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