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PSNC 2020: Opening Remarks, Moving the Investment Menu Beyond Mutual Funds

Thu, Sep 24, 2020 · 10:55 AM · Eastern Time (US & Canada)
About This Webinar

Investments such as collective trusts, separate accounts and exchange-traded funds (ETFs) tend to have lower expense ratios than mutual funds. How do these options work, why are they less expensive and should plan sponsors consider them for their investment lineups? On the fixed income side, what role can stable value play in the investment menu?

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Senior Vice President | Institutional Consulting Director, Graystone Consulting
Webinar hosting presenter
President and CoFounder, LeafHouse Financial
Todd Kading has been serving retirement plan clients for over 20 years. He is the President and Cofounder of LeafHouse Financial (“LeafHouse”), a national discretionary investment manager for retirement plans. LeafHouse partners with advisors in providing fiduciary investment services, and integrates technology and industry knowledge to provide a layer of protection to plan sponsors and advisors. The firm manages over $5 billion in retirement plan assets, and serves retirement plans that range from start-up to large institutions (both public and private clients) across the U.S. Todd is one of the most credentialed and experienced advisors in the retirement fiduciary field in the country. He has become a sought-after national speaker and authority in the retirement plan arena. Todd has been interviewed by Fox Business News and spoken for numerous groups such the National Federation of Independent Businesses, the Texas Association of Business, and over a dozen SHRM chapters. A few things you might not know about Todd: He is married to a terrific red-head named Lori. Together, they have an energetic and inquisitive little boy named Max and a beautiful daughter named Madeleine. As a family they enjoy camping, hiking, off-road driving, fishing and many other outdoor and wilderness activities.
Webinar hosting presenter
Director of Retirement Programs and Services, University System of Georgia (USG)
Lisa currently serves as the Director of Retirement Programs and Services at the University System of Georgia where she is responsible for leading and managing plan administration of the system-wide retirement program for 26 higher education institutions statewide with over 50,000 active participants and 30,000 retirees. She has over 25 years of experience working in the investment industry. Lisa has extensive experience working exclusively with providing investment consulting services to Institutional Multi-Employer, Foundations, Endowments and Public pension plans. She was also responsible for managing over $80 billion in investment manager research activity for over 300 Retirement plans. Prior to joining USG, she was a Vice-President with Citigroup’s Wealth Planning Division where she was responsible for providing estate and investment planning services to ultra-high-net worth clients. Ms. Joe holds a BS degree in Agricultural Economics from the University of Minnesota and an MBA with an emphasis in Marketing and Financial Derivatives from Loyola University Chicago. She is a member of the Georgia Association for Public Pension Trustees (GAPPT), American Society of Pension Professionals & Actuaries (ASPPA) and the National Tax-deferred Savings Association (NTSA). She served as an adjunct Economics faculty professor for the University of Phoenix School of Business for 10 years. She is a member of Alpha Kappa Alpha Sorority Incorporated. She is the founder and former board member of Warm Spirit Homes Inc., a Non-Profit Organization that provides affordable housing for the underserved. She currently resides in Atlanta. GA with her husband and son.
Webinar hosting presenter
Managing Director, ISS Media
Webinar hosting presenter John M
Managing Editor, PLANADVISER.com
Webinar hosting presenter Rebecca M
Managing Editor Digital, PLANSPONSOR.com
Webinar hosting presenter Judy H
Managing Editor Print, PLANADVISER.com
Documents
PDF
Speaker_Bios_-_Day_4_–_Moving_the_Investment_Menu_Beyond_Mutual_Funds.pdf
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