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Event Detail

Sold Out - Liability Driven Investing: From Theory to Action (Ended)

Date, Time, and Location:
Thursday, May 10, 2007 (add this event to your Outlook Calendar)
2:30 pm
Chicago Board of Trade, 141 W Jackson Blvd, Chicago, IL  60604   (Driving Directions)

Hosted by the CFA Society of Chicago and the Chicago Board of Trade

Liability Driven Investing (LDI) is gaining popularity as funding deficits and accounting reform are forcing US pension plan sponsors to re-evaluate traditional asset management. LDI provides a new framework for identifying and managing the mismatch between the interest rate sensitivity of plan assets and plan liabilities.

Please join us as a panel of industry experts examines the flaws of traditional asset management and the shift toward LDI.

Presenters include:

Michael Conway, CFA, Senior Vice President and Senior Investment Officer - Aon Corporation; President - Aon Advisors, Inc.

Michael Conway

Allan Ettinger, Senior Vice President, Wealth Management; Senior Investment Management Consultant - Smith Barney

Allan Ettinger

Aaron Meder, Head of Asset-Liability Investment Solutions, Americas - UBS Global Asset Management

Aaron Meder

Moderated by Rick Santelli, On-Air Editor - CNBC Business News

Rick Santelli

Introductory Remarks by Steve Dayon, CFA, Director, Business Development - Chicago Board of Trade

Time and Date:
Thursday, May 10, 2007
2:30 - 5:30 pm

Location:
CBOT (5th Floor Theatre)
141 W. Jackson Blvd.

Agenda:
2:30-3:00: Registration/Networking
3:00-4:30: Panel Presentation/Q+A
4:30-5:30: Complimentary Cocktail Reception

Fee:
CFA Society of Chicago Members
$45 (cash, check, credit card or function ticket)*

CFA Society of Chicago Student-Members
$10 (cash, check, credit card or function ticket)*

Note: This rate is only available to students who have been approved as members of CFA Chicago

Non-Members
$55 (cash, check, credit card or function ticket)*

*Regular and Affiliate Members may apply function tickets as payment for a Non-Member or a Student-Member.

We require a credit card guarantee for ALL reservations.
(Visa, MasterCard, American Express and Diners Club are accepted)

For Reservations:
Sorry, this event is sold out.

Cancellations accepted until 5:00 pm, May 9. There is a $5 surcharge for walk-ins.

Eligible for 1 credit hour

This Education seminar qualifies for credit under the guidelines for the CFA Institute Professional Development Program. Please see http://www.cfainstitute.org/memresources/pdprogram/ for more information.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.