Conference Calendar
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July
Thursday, July 10, 2008
New York Marriott Marquis
Times Square
1535 Broadway, at 45th Street
New York, NY 10036
Here’s a look at some of the sessions taking place at this year’s conference:
• Generation-Skipping Transfer Tax Planning Opportunities
• Practical Use of Grantor Retained Annuity Trusts
• Business Succession Planning
• Uniform Principal and Income Act
| Sponsoring organization: |
New York State Society of CPAs |
| Venue: |
NY Marriott Marquis |
| Location: |
New York |
| Phone: |
(800)537-3635 |
| Conference website: |
click here for conference site |
Saturday, July 12, 2008 - July 15, 2008
| Sponsoring organization: |
National Association of College and University Business Officers |
| Venue: |
Hilton Chicago |
| Location: |
Chicago, IL |
| Phone: |
(888) 695-5496 |
| Conference website: |
click here for conference site |
Monday, July 14, 2008 - July 15, 2008
| Sponsoring organization: |
Financial Research Associates and the Silicon Valley Microfinance Network |
| Location: |
San Francisco, CA |
| Phone: |
800-280-8440 |
| Conference website: |
click here for conference site |
Wednesday, July 16, 2008 - July 17, 2008
| Sponsoring organization: |
Financial Research Associates |
| Venue: |
The Harmonie Club |
| Location: |
New York, NY |
| Phone: |
800-280-8440 |
| Conference website: |
click here for conference site |
Monday, July 21, 2008 - July 22, 2008
Monday, July 28, 2008 - July 29, 2008
Monday, July 28, 2008 - July 29, 2008
| Sponsoring organization: |
Financial Research Associates |
| Venue: |
The Harvard Club |
| Location: |
New York, NY |
| Phone: |
800-280-8440 |
| Conference website: |
click here for conference site |
August
No events found for requested period.
September
Wednesday, September 3, 2008 - September 5, 2008
Our two and one-half day Advanced Pension Conferences provide important updates on current legislative action and developments from the IRS, the DOL, and Capitol Hill. Offering a combination of general and concurrent sessions, the agenda includes: new disclosure mandates for 401(k) fees,
EGTRRA updating, participant disclosure update,
cash balance plans for defined contribution administrators,
PPA funding issues
practical advice on 403(b) plans, and automatic enrollment.
Tuesday, September 9, 2008 - September 10, 2008
Liability driven investing isn’t just a catchphrase anymore. It’s a development that plan sponsors in the US are embracing. That’s because, underlying the concept of LDI, is a common sense approach to plan design that seeks to use information about assets and liabilities to inform investment decisions. As more plans move through the conceptual stage to implementation, their questions about LDI become more specific and more investment focused. LDI is not a one-size-fits-all solution, so each of the critical issues needs to be assessed as plans seek to use the strategy. Developing benchmarks, establishing risk management frameworks, choosing asset allocations and importantly monitoring LDI over time will be areas of focus. This series of conferences, supplements and webcasts will provide both the conceptual framework of LDI and insight into the most effective implementation strategies.
| Venue: |
The Westin St. Francis |
| Location: |
San Francisco, California |
| Conference website: |
click here for conference site |
| Registration page: |
http://www.pionline.com/apps/pbcs.dll/article?AID=/20080520/2008LDICONFERENCE/868497328 |
Monday, September 15, 2008 - September 16, 2008
| Sponsoring organization: |
Financial Research Associates |
| Venue: |
The Princeton Club |
| Location: |
New York, NY |
| Conference website: |
click here for conference site |
Tuesday, September 16, 2008 - September 17, 2008
Liability driven investing isn’t just a catchphrase anymore. It’s a development that plan sponsors in the US are embracing. That’s because, underlying the concept of LDI, is a common sense approach to plan design that seeks to use information about assets and liabilities to inform investment decisions. As more plans move through the conceptual stage to implementation, their questions about LDI become more specific and more investment focused. LDI is not a one-size-fits-all solution, so each of the critical issues needs to be assessed as plans seek to use the strategy. Developing benchmarks, establishing risk management frameworks, choosing asset allocations and importantly monitoring LDI over time will be areas of focus. This series of conferences, supplements and webcasts will provide both the conceptual framework of LDI and insight into the most effective implementation strategies.
| Venue: |
Summit Executive Center |
| Location: |
Chicago, Illinois |
| Conference website: |
click here for conference site |
| Registration page: |
http://www.pionline.com/apps/pbcs.dll/cce?module=1&category=PIEVENTS#2008anchor14 |
Thursday, September 18, 2008 - September 19, 2008
| Sponsoring organization: |
Professional Association for Investment Communications Resources |
| Venue: |
Crowne Plaza Times Square |
| Location: |
New York, NY |
| Conference website: |
click here for conference site |
Monday, September 22, 2008 - September 23, 2008
Monday, September 22, 2008 - September 23, 2008
Liability driven investing isn’t just a catchphrase anymore. It’s a development that plan sponsors in the US are embracing. That’s because, underlying the concept of LDI, is a common sense approach to plan design that seeks to use information about assets and liabilities to inform investment decisions. As more plans move through the conceptual stage to implementation, their questions about LDI become more specific and more investment focused. LDI is not a one-size-fits-all solution, so each of the critical issues needs to be assessed as plans seek to use the strategy. Developing benchmarks, establishing risk management frameworks, choosing asset allocations and importantly monitoring LDI over time will be areas of focus. This series of conferences, supplements and webcasts will provide both the conceptual framework of LDI and insight into the most effective implementation strategies.
| Venue: |
Le Parker Meridien |
| Location: |
New York City, New York |
| Conference website: |
click here for conference site |
| Registration page: |
http://www.pionline.com/apps/pbcs.dll/cce?module=1&category=PIEVENTS#2008anchor14 |
Tuesday, September 23, 2008 - September 24, 2008
| Sponsoring organization: |
Financial Research Associates LLC |
| Venue: |
The Harmonie Club |
| Location: |
New York, NY |
| Phone: |
800-280-8440 |
| Conference website: |
click here for conference site |
Tuesday, September 23, 2008
Vodia Group's annual conference offers timely, insightful information and networking on prime brokerage, securities finance and credit.
This event is open the public. Keynote speaker: Dr. Nouriel Roubini.
Wednesday, September 24, 2008 - September 25, 2008
| Sponsoring organization: |
Financial Research Associates |
| Venue: |
The 3 West Club |
| Location: |
New York, NY |
| Conference website: |
click here for conference site |
Thursday, September 25, 2008 - September 27, 2008
| Sponsoring organization: |
Investment Management Consultants Association |
| Venue: |
Hyatt Regency at the Colorado Convention Center |
| Location: |
Denver, CO |
| Conference website: |
click here for conference site |
