Pensions Podcast Series

James M. Delaplane is a partner in the benefits group at Davis & Harman, where he represents financial institutions, employers and public policy organizations on employee benefits, financial services and tax matters. He is also Pensions & Investments’ favorite Washington insider. In his keynote address at Pensions & Investments’ annual East Coast D…

Mark Anson was president of Nuveen Investments until early April, when he moved to Oak Hill Investment Management Group as managing partner and chief investment officer. In this program, a recording of his address at Pensions & Investments’ East Coast Defined Contribution conference held in early March, Mr. Anson discusses the investment environmen…

Employee Benefit Research Institute president and CEO Dallas Salisbury separates fact from fiction. In this podcast, which is an excerpt from his keynote address at Pensions & Investments’ annual East Coast Defined Contribution Conference, held in early March, Mr. Salisbury tells the real story of companies freezing contributions to their defined c…

Dallas Salisbury, Employee Benefit Research Institute president and CEO, knows the trouble most retirement plan participants are in - and why. And at Pensions & Investments East Coast Defined Contribution Conference, held in early March, he told the audience that participants better than most commentators gave them credit for. That’s not to say the…

Using the wealth of survey data at his fingertips, Employee Benefit Research Institute president and CEO Dallas Salisbury separates fact from fiction – particularly in the area of what DC plan particpants did – or didn’t do – during the financial crisis of 2008-2009. This podcast is an excerpt from his keynote address at Pensions & Investments’ ann…

In this program, we go beyond the numbers (assets of the 1,000 largest retirement funds fell $330 billion, or 5.2%, to $6.08 trillion for the 12 months ended Sept. 30) and discuss with two leading pension pros what factors drove last year's asset level changes and what retirement fund officials are doing today to improve their funds and prepare for…

The new CEO of Perkins Investment Management – a Chicago-based unit of Janus Capital Group – is just settling in wants to get the word out about its performance. In this podcast, Mr. Thompson discusses the reasons he moved over to Perkins and what investment opportunities he sees for institutional investors amid their rekindled focus on risk manage…

Dire economic conditions are forcing many financial conglomerates to rethink their commitment to the money management business, but John Kim, President and CEO, New York Life Investment Management, is swimming against that tide. In this podcast, Mr. Kim discusses his outlook for the business, including hedge funds, and his vision for the next phase…

In Part one of our Sovereign Wealth Fund series, we examined the structure of sovereign wealth funds and how the global financial crises affected them. In this part, we discuss which money managers are likely to be the big winners as SWFs diversify their assets into such areas as alternative investments and equities. In addition, we look at the lik…

Based on a new survey by the Oxford University Center for Employment, Work and Finance, this podcast digs deep into these huge pools of capital and discovers how the global financial crisis has affected and changed them and what role they will play in the new financial services landscape. Here's a clue to the latter: a big one.…

Defined contribution plans are under the gun. As account balances plunged last year, people started calling 401(k) plans "201(k) plans." Now Congress is raising questions as to whether these hugely popular plans should be reformed. Listen to a group of experts debate what changes might be coming from Washington.…

In January - in the midst of the worst market collapse since the Great Depression - John Rogers took the helm of the CFA Institute. Recently, Rogers sat down with Pensions & Investments executive editor Joel Chernoff to discuss the regulatory overhaul being planned in Washington, the SEC's changing role, executive pay and other major topics facing …

While hedge fund manager John Paulson was deservedly getting headlines and receiving accolades last year for his impeccable timing of the housing market crash - and his ability to profit from that call - Ray Dalio, co-founder of hedge fund Bridgewater Associates - was quietly wracking up his own solid returns. In this podcast, Mr. Dalio talks about…

Institutional investors - already battered by the credit crunch - are being further whipsawed by the prospects both for deflation in the short run and inflation in the long run. Both trends can be tremendously destructive to asset values and the economy. But protecting against both possibilities at the same time is extremely difficult. In this podc…

In this podcast, Mr. Salisbury discusses some of the challenges facing defined contribution plan sponsors based on research his organization has completed in such areas as: how plan participants take their distributions (hint: very few take an annuity option); their expectations for life expectancy and retirement (hint: somewhat misguided) and thei…

Although Washington is abuzz with activity as a new president and a new Congress attempt to craft a major economic stimulus package, many of the age-old rivalries and partisan squabbles continue to bog down progress, even as President Obama pushes for a change in the way things work. Still, changes will come as legislators attempt to get the U.S. e…

In this podcast, taken from Pensions & Investments' East Coast Defined Contribution Conference on Feb. 9, 2009, Darrell R. Spence, economist and vice president at Capital Strategy Research, a Capital Group Company subsidiary that provides macroeconomic research to CapGuardian, offers his assessment of the situation and provides keen insight into ho…

The P&I 1000: Pensions & Investments' annual in-depth look at the assets of the 1,000 largest retirement plans in the United States. Last year, assets of the top 1,000 retirement plans dropped nearly 25%, hit hard by plunging stock markets and weak bond markets. Go deeper into the numbers to find out what really happened, what pension plan sponsors…

Institutional investors - when it came to risk management - took their eye off the ball, even after the tech-stock bubble burst in the early part of the decade. That's according to a blue chip panel brought together by Pensions & Investments. Listen as the panel dishes about hedge funds, risk measurement tools and whether investors have learned any…

Robert L. Reynolds Robert L. Reynolds helped Fidelity Investments become the 800-pound gorilla of the retirement market. Now, the 56-year-old industry veteran has a new mission: revive Putnam Investments, another leading Boston name that had fallen on hard times.由Pensions & Investments

Listen in as top institutional investment pros like TCW's Jeffrey Gundlach, Morgan Stanley's Martin Liebowitz and GMO's Jeremy Grantham give us their opinion on the credit crisis and their outlooks for stocks and bonds in the second half. Here's a hint: The crisis isn't over and investment returns are likely to be hard to come by.…

Listen to our interview with the soon-to-be global head of investment consulting at Watson Wyatt as he talks about plotting a course through changing and volatile markets.由Pensions & Investments

Last year, the top 100 U.S. corporate pension plans had a total funding surplus of $111 billion, a dramatic turnaround from just two years earlier, when they had an aggregate deficit of $51 billion. Rising discount rates, used to calculate liabilities helped, as did solid returns on their assets. In this podcast, Pensions & Investments' Rob Kozlows…

Hear the story behind the numbers in this year's edition of Pensions & Investments' annual ranking of the largest U.S. money managers. In this program, we not only uncovered the big trends in the industry but we also identified where institutional investors are moving their assets and what's driving them to do so.…

Hear mathematician Robert Algren talk about the groundbreaking work he's done analyzing the cost of trading stocks and how a good execution strategy helps enhance a portfolio's overall performance.由Pensions & Investments

For chief executives of investment firms, few relationships are as important to their personal success and that of their companies as those forged with independent advisors - the powers behind teh thrones. Hear directly from some of the power brokers identified by Pensions & Investments.由Pensions & Investments

James Delaplane, a partner in the benefits group at Davis & Harman in Washington, gave the keynote speech at Pensions &Investments' DC East conference on March 3. Hear Mr. Delaplane address legislative and regulatory developments regarding defined contribution plan fee discolusre. He also gives a look forward to DC plan policy and the 2008 election…