The State of Retirement

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The State of Retirement

The State of Retirement

This event is a part of the Putting Investors First Campaign 2017 at CFANY. The Putting Investors First campaign is a series of events held at over 100 CFA Societies around the world.

Thursday, May 11
5:45 pm – 8:00 pm

Register Now


CFANY Conference Center
1540 Broadway
Suite 1010 (45th Street Entrance)

New York, NY 10036

Registration Deadline

Wednesday, May 10th


Member $30
Nonmember $70


Private Wealth Management Group

Institutional Asset Management Group

CFA Institute CE

1.5 Credits

Sponsored by Kaplan Schweser


Eric Henon, President, EACH Enterprise
Stacy Schaus, Executive Vice President, PIMCO
Richard Schwam, CFA, Vice President, Municipal Credit Research Analyst, AllianceBernstein
Erin Kreszl, Principal, Financial Wellness Consultant, Mercer

Tom Anderson, Retirement, Investing & Financial Planning, CNBC Digital


Program Overview

Planning for individual retirement is one of the most important tasks for those in asset management. Investment professionals ranging from client facing advisors, pension fund managers, 401k administrators, asset allocators, alternative and traditional fund managers or individual asset analysts all play a role in building the needed assets for individuals during their working years that are used to sustain their retirement.

As part of the CFA Institute’s Investor education month, the Private Wealth and Institutional Asset groups have jointly organized an event that will take a comprehensive and critical look at the key ways in which society is fulfilling retirement goals for the population. Hear from experts on defined contribution plans, company defined benefit plans and government pension plans as they talk about the forces shaping the current state of retirement and the future implications for direct and indirect stakeholders.

Features, Benefits, Values

Get a comprehensive view about the state of retirement in America and the far reaching implications for direct and indirect stakeholders.

Major Points

  • State of defined contribution plans
  • State of municipal pension plans
  • Impact on society
  • Key forces shaping the future of retirement

Learning Objectives

Full understanding of the current state of retirement programs as well as the critical concerns regarding retirement for society as well as implications for the future.

Who Should Attend

Analysts, Financial advisors, Plan administrators, portfolio managers.


5:45 – 6:00PM: Registration

6:00 – 6:10PM: Opening Remark

Stephen Mayrose, CFA

6:10 – 7:25PM: Presentation and Panel

Eric Henon, President, EACH Enterprise

Stacy Schaus, Executive Vice President, PIMCO

Richard Schwam, CFA, Vice President, Municipal Credit Research Analyst, AllianceBernstein

Erin KreszlPrincipal, Financial Wellness Consultant, Mercer


Tom Anderson, Retirement, Investing & Financial Planning, CNBC Digital

7:25 – 7:30PM: Closing Remark

Harumi Urata-Thompson, CFA, COO, CFANY

7:30-Conclusion: Networking

CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

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May 11, 2017
5:45 PM - 8:00 PM
Event Categories:
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Interested in Sponsorship?
Contact to sponsor this event and/or CFA Society New York.
Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.


CFA Society New York
1540 Broadway, Suite 1010 (Entrance on 45th street)
New York City, NY 10036 United States
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  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)

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