Podcasts

Putnam's Reynolds lays out plans for a 21st Century retirement system

Robert L. Reynolds, president and CEO of Putnam Investments, tells attendees to P&I's West Coast Defined Contribution conference his plans to remake the nation's retirement savings structure.

Ariel's Hobson calls on industry to boost financial education

Mellody Hobson, president of Ariel Investments in Chicago, had a very simple question for attendees at Pensions & Investments' 12th annual West Coast Defined Contribution Conference.

Delaplane: It'll be regulation, not legislation

The main message for plan sponsors from James M. Delaplane Jr.'s keynote address that kicked off Pensions & Investments' 12th annual West Coast Defined Contribution Conference was simple: it's going to be about regulation, not legislation.

Shouting out loud: Face to face with Peter Q. Thompson

Peter Q. Thompson has spent a little less than a year as CEO of Perkins Investment Management, a Chicago-based subsidiary of Janus Capital, and judging by the low turnover at the firm — Mr. Thomson says Perkins hasn't lost a portfolio manager or analyst in 29 years — it's a good bet he's not moving anytime soon.

A fresh look at funds of funds

Institutional investors are examining every aspect of their hedge fund-of-funds portfolios and the managers in charge of them in the wake of the performance debacle of 2008, liquidity problems and the seismic shock of Bernard L. Madoff's massive Ponzi scheme.

Instant reformer: Face to Face with Thomas P. DiNapoli

Thomas P. DiNapoli never expected to head one of the country's largest pension funds, the New York State Common Retirement Fund, nor did he anticipate the extreme controversy that would mark the start of his tenure.

Against the grain: Face to Face with John Kim

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.

Podcasts: SWFs and the global financial crisis

In Part I, authors of a new study of sovereign wealth funds discuss just what they are, how they've been affected by the global financial crisis, and what their long term influence on the money management business might be. In Part II, they discuss which money managers are likely to be the big winners as SWFs diversify their assets.

Panelists ponder future of DC plans

Annuities as an investment option in DC plans have legal and fiduciary hurdles to overcome before there's any chance they'll become commonplace, members of a Pensions & Investments round table warned. (Includes podcast)

Of stress and baboons: Talking with Legg Mason Capital's Mauboussin

Michael Mauboussin, chief investment strategist at Legg Mason Capital Management, recently sat down with Pensions & Investments to discuss how some concepts of investment theory are playing out in today’s volatile marketplace.

Timeless and universal: A talk with Ray Dalio

Recently, Ray Dalio, co-founder of Bridgewater Associates, sat down with P&I to talk about navigating the treacherous markets of 2008, where value lies today and what institutional investors need to do to recover from last year’s drubbing.

P&I Round table: What’s next for asset allocation?

5 experts attempt to solve the puzzle of asset allocation in a time of unprecedented economic upheaval.

DC Plans in 2009

Coming off a year in which nearly every asset class declined and defined contribution plan participants saw their account balances plummet, plan sponsors are wondering when the capital markets...

The P&I 1,000

Pension executives across the country saw their funds whipsawed by the economic turmoil that began with the subprime market woes that first came to light in late summer 2007.

P&I Round table: Picking up the pieces

P&I round table panel: Investors didn't heed lessons from the tech bubble's bursting

Revival architect: Face to Face with Robert L. Reynolds

Former Fidelity exec takes on the formidable job of turning around a marquee money manager that's lost its luster

P&I Round table: The post-traumatic credit disorder

Listen in as our panel gives 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.

Taking the helm: Face to Face with Carl Hess

Watson Wyatt's Carl Hess talks about plotting a course through changing and volatile markets

Surplus hits $111 billion

The top 100 U.S. corporate pension plans in aggregate were overfunded to the tune of $111 billion at the end of 2007, according to Pensions & Investments' review of annual reports.

Largest U.S. money managers podcast:The story behind the numbers

How much did that trade cost you?

Despite years of efforts, the cost of trading large orders remains hard to measure. Enter Robert Almgren, adjunct professor in financial mathematics at the Courant Institute of Mathematical Sciences at New York University.

Delaplane for DC plans in 2008

Listen to the employee benefits expert on the legislative and regulatory environment for DC plans in 2008

Power Brokers

P&I Round Table: The best-execution challenge

Achieving best execution for large institutional orders involves a lot more than just looking for the best price on various markets — it’s a process, according to six industry experts gathered at...

P&I Round Table: M&A goes international

After record years of M&A activity in the money management industry, industry players are facing a new environment. Credit market turmoil has driven up the cost of capital and has sidelined many private equity deals and might lead to some fire sales.

Fixed Income Roundtable

In this round table, Pensions & Investments brought together six leading investment experts. They discuss the pros and cons of relaxing the constraints on managers, whether this trend will last long-term, how 130/30 for bond managers can reduce risk, and...