Home > Membership > Events > SVIA's Annual National Forum  

October 14-16, 2003
The Ritz Carlton
1150 22nd Street, NW
Washington, DC

Presentations

Wednesday, October 15

Roundtable on Inflation Linked Liabilities

• Chris Tobe, AEGON Institutional Marketing (MS PowerPoint, 208KB)
• Peng Chen, Ibbotson Associates (MS PowerPoint, 102KB)
• TIPs Background, Peng Chen, Ibbotson Associates (PDF, 205KB)
• TIPs Background, Gemma Wright, Barclays Capital (PDF, 451KB)
• Gemma Wright, Barclays Capital (MS PowerPoint, 816KB)

Roundtable on MTNs

• Joe Celentano, Pacific Life (MS PowerPoint, 1.09MB)
• David Ballentine, ABN-AMRO (MS PowerPoint, 1.07MB)
• David Havens, UBS (MS PowerPoint, 7.28MB - note: very large file)

Asset Allocation Theory: How Has the Bear Market and the Aging of the Baby Boomers Changed the Paradigm? Are We Investing for the Long-Term or Avoiding the Possibility of Ruin?

• Zvi Bodie, Boston University (MS PowerPoint, 637KB)
• Background, Zvi Bodie, Boston University (PDF, 724KB)

Measuring the Risks for Stable Value Funds: How Today's Changing Dynamics Impact Stable Value

• Andrew W. Lo, MIT Laboratory for Financial Engineering (PDF, 805KB)

Valuing Risks in Wrap Contracts

• John Marscik, AEGON Institutional (MS PowerPoint, 95KB)
• Jonathan Siegel, TRowePrice (MS PowerPoint, 81KB)
• Susan Graef, CFA Principal (MS PowerPoint, 288KB)

Delivering the Book Value in Stable Value: A Discussion on the Changing Structure of Stable Value

• Richard Cook, GE Financial Assurance (MS PowerPoint, 44KB)
• Robert McCormish, Standish Mellon (MS PowerPoint, 833KB)

A Macro View: How Have Three Years of a Bear Market Changed Plan Sponsors' Concerns?

• Karen McQuiston, JPMorgan Fleming Asset Management (MS PowerPoint, 251KB)

A Micro View: How Has the Bear Market, the Aging of the Baby Boomers and the Movement towards Defined Contribution Plans Affected Investment Issues for Plan Sponsors?

• Don Butt, Qwest Asset Management (MS PowerPoint, 47KB)
• Ralph Egizi, Eastman Chemical (MS PowerPoint, 62KB)
• Robert Fox, CIRS (MS PowerPoint, 132KB)
• Paul Lipson, Federal Reserve Employee Benefits System (MS PowerPoint, 649KB)

Avoiding the Risk of Ruin: Renewed Interest for Stable Value Products

• Francois Gadenne, Retirement Engineering, Inc. (MS PowerPoint, 1.97MB)

A Ratings Look at Stable Value: Implications for Banks and Insurance Companies

• Julie Burke, Fitch (MS PowerPoint, 796KB)
• Background, Julie Burke (PDF, 109KB)
• David Fanger, Moody's Investors Services (MS PowerPoint, 598KB)
• James E. Moss, Fitch (MS PowerPoint, 283KB)
• Robert Riegel, Moody's Investors Services (MS PowerPoint, 194KB)

Thursday, October 16

Roundtable on Legal/Fiduciary Issues for Stable Value Funds

• Marla Kriendleer, KMZ Rosenman (MS PowerPoint, 273KB)
• Don Myers, Reed Smith Shaw (MS PowerPoint, 92KB)
• Alfred A. Turco, Pepe & Hazard (MS PowerPoint, 47KB)

Roundtable on Swimming Upstream: Delivering Performance When Rates Rise

• Tom Coleman, Wellington (MS PowerPoint, 250KB)
• Seth Ruthen, PIMCO (MS PowerPoint, 460KB)

Stable Value Pooled Funds: Where Do These Funds Stand Today & What Does the Future Hold?

• Kelli Hueler, Hueler Companies (MS PowerPoint, 140KB)