Defined Contribution (DC) Plan Expert | Asset Management Distribution Strategy | Alternative Assets in DC Plans | In Plan Retirement Income | Retirement Policy and Legislation | Participant Engagement | CFA, CAIA
Looking forward to joining industry peers at @Institute for Portfolio Alternatives #IPAVision, September 17–19 in Boston. I’ll be speaking on the panel “Bridging the Gap: CITs, Infrastructure and Access for Alts in 401(k) Plans” exploring how collective investment trusts (CITs) and infrastructure strategies are expanding access to alternatives in retirement plans, and what it means for the future of 401(k)s. Planning to attend? Let’s connect.
Excited to catch up in Boston!