Interviews
April 9, 2010
Dr. Susan Mangiero, CEO of Investment Governance, Inc., interviews Mr. Bruce Curwood regarding the development of risk management strategies by pension trustees in the U.S. and Canada. Mr. Curwood is director of investment strategy for Russell Investments, Canada where his primary responsibilities include investment research and client service for institutional clients. Immediately prior to Russell, Mr. Curwood served as the first treasurer for the University of Toronto, where his responsibilities included the direct and indirect management of more than $2 billion in assets.
RISK MANAGERS: A SEAT AT THE TABLE
April 7, 2010
Dr. Susan Mangiero, CEO of Investment Governance, Inc., discusses fiduciary responsibilities and risk management with Mr. Karlheinz Muhr. Mr. Muhr is Chairman and CEO of Cenario Capital Management in New York, an independent asset and risk management firm for trusts, endowments, foundations, insurance companies, pension funds and family offices. Prior to forming Cenario, Mr. Muhr was Managing Director of Credit Suisse in the Asset Management Division and Head of Credit Suisse Volaris Volatility Management, based in New York, respectively.
ASSET-LIABILITY MANAGEMENT AND CUSTOMIZED LIABILITY INDEXES
March 12, 2010
The Investment Governance, Inc. editorial team recently caught up with Mr. Ronald J. Ryan, CFA and CEO of Ryan ALM, Inc. to learn more about his risk insights in the aftermath of recent market turbulence. Mr. Ryan is founded Ryan Labs, Inc. in the 1980’s. In 2006, he was named the recipient of the William F. Sharpe Index Lifetime Achievement Award.
March 11, 2010
Dr. Susan Mangiero, CEO of Investment Governance, Inc., interviews Mr. Ed Lynch and Ms. Lynne McAuley to get their thoughts about 401(k) fee economics and communication with plan participants. Mr. Edward M. Lynch, Jr., AIFA is Managing Director of investment advisory firm, 401(k) Advisors Group. In 2009, Mr. Lynch was voted by his peers as one of the 40 "Most Influential Retirement Plan Advisors" in the United States. Ms. Lynn McAuley is an associate with Fiduciary Plan Governance LLC. From 1990 to 2004, Ms. McAuley served as an auditor for the United States Department of Labor’s Employee Benefits and Security Administration (EBSA) in the Boston Regional Office. During her tenure, she investigated over 200 qualified retirement plans and welfare plans.
Fiduciary Challenges and Opportunities
March 8, 2010
Dr. Susan Mangiero, CEO of Investment Governance, Inc., interviews Mr. Samuel (Skip) W. Halpern to get his thoughts about fiduciary pain points and the role of the independent fiduciary. Mr. Halpern is President of Independent Fiduciary Services, Inc. ("IFS") in Washington, D.C. Prior to helping to establish IFS in 1986, Mr. Halpern was a partner in a Washington, D.C. labor law firm, where he specialized in investment matters subject to the fiduciary responsibility provisions of ERISA. Earlier work includes time at the U.S. Department of Labor where Mr. Halpern litigated fiduciary responsibility cases under ERISA.