Influential Pension Fund Consultants Ronald Peyton, Allan Emkin, Richard Charlton and Stephen Cummings to Discuss Unfunded Pension Liabilities

Share Article

The highly regarded group of industry leaders will come together at The Pension Bridge Annual to discuss the Defined Benefit pension shortfall.

This year's keynote panel on "The Health of US DB Plans and their Unfunded Liabilities" has quickly gained attention in the pension fund community as the leaders take center stage to discuss if and how the industry model can be saved. Among the topics covered on this keynote panel will be the background on how the deficit materialized and what it means for the future of the pension fund industry. They will discuss concerns about raising the retirement age, reducing benefits, asking employees to contribute more to their retirement plans and more.

The Pension Bridge Annual Conference will be an educational gathering of the most highly regarded leaders from the Institutional Investment Community. The conference will be held at The Four Seasons Hotel, San Francisco on April 12th & 13th, 2011.

Ron Peyton, President and CEO of Callan Associates, will be amongst those discussing the most important current industry debate on the pension shortfall which has developed into a local, state and federal government crisis. Peyton joined Callan Associates in 1974 after working with Marathon Oil's pension investments. He has worked with many large institutional investors to effectively plan, structure and evaluate investment programs, products and organizations.

Joining Peyton on the keynote session will be Allan Emkin of Pension Consulting Alliance. Prior to founding PCA in 1988, Emkin was at Wilshire Associates and worked in the California Governor’s office in the Pension Investment Unit. Emkin has in depth experience emphasizing public plan administration and investment policy. He consults for many large pension plans, including the country's two largest in assets, CalPERS and CalSTRS.

Dick Charlton will be participating with the group from NEPC. Prior to forming the firm in 1986, Charlton initiated Michigan Bell’s Pension Oversight District, as well as time spent with AT&T and Merrill Lynch. NEPC has earned wide acclaim for its superior client ratings in national independent surveys and its ability to add value to client investment programs.

Steve Cummings, fresh off the acquisition of his prior firm and 18 year tenure at EnnisKnupp, will share his insights. Cummings, currently President and CEO of the newly integrated Hewitt EnnisKnupp, is now heading up nearly 300 pension plan clients for investment advisory services.

Moderating the Keynote session will be Dan McAllister, Treasurer and Tax Collector for San Diego County. McAllister's office manages approximately $6.3 billion in the County's Investment Pool. McAllister's elected position as Treasurer also provides him with a seat on the Board of Retirement at the $7.7 billion San Diego County Employees Retirement Association.

Each of the Keynote Panelists is extremely well respected and highly regarded in the pension fund industry. Callan Associates, Pension Consulting Alliance, NEPC and Hewitt EnnisKnupp are among the largest independent institutional investment consulting firms worldwide. The four firms have assets under advisement in excess of $3.5 trillion in the U.S alone. They are each represented by their leaders.

The Pension Bridge is an innovative company offering educational conferences of the highest quality to the Institutional Investment Community. The Pension Bridge provides an impressive and influential speaker faculty in a controlled attendance setting that is conducive to networking. For more information, visit pensionbridge.com or e-mail Andrew Blake at ablake(at)pensionbridge(dot)com.

# # #

Share article on socal media or email:

View article via:

Pdf Print

Contact Author

Andrew Blake

(973) 338-1349
Email >
Visit website