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[WEBINAR] Can We Have Economically Secure Retirements?

April 8, 2015, 4:00 pm–5:00 pm EDT

Stagnant wages, the end of fixed-benefit pensions, a long period of low interest rates, and a volatile stock market have made many Americans skeptical that they can retire comfortably. Is a new model emerging for how we plan for retirement? A panel of experts and practitioners discusses innovative mechanisms for bolstering retirement savings and understanding our accounts. When: Wednesday, April 8, 12-1pm ET Watch a Recording: https://www.youtube.com/watch?v=zHQUVCFD1-Y&feature=youtu.be Moderator: James Choi, Professor of Finance at Yale School of Management Professor Choi's research spans behavioral finance, behavioral economics, household finance, capital markets, health economics, and sociology. His work on default options has led to changes in 401(k) plan design at many U.S. corporations and has influenced pension legislation in the United States and abroad. In other papers, he has investigated topics such as the influence of racial, gender, and religious identity on economic preferences, investor ignorance of mutual fund fees, the effect of deadlines and peer information on savings choices, how retail investor sentiment in China affects stock returns, and the use of subtle planning prompts to increase vaccination rates. Professor Choi is a recipient of the TIAA-CREF Paul A. Samuelson Award for outstanding scholarly writing on lifelong financial security. He is a member of the FINRA Investor Issues Committee and a TIAA-CREF Institute Fellow. Panelists: Gerardo A. Guerra '96, Country Manager and Director General, Hess Mexico Gerardo Guerra joined Hess Corporation in 2011. He started as Dir. Compensation and Benefits, then was named Country Manager for its Mexican Operations. Prior to joining Hess Mr. Guerra worked for CEMEX in Mexico, Singapore, UK, Spain and US, in Finance, Business Development and Compensation and Benefits. He has more than 15 years of experience managing pensions both on the financial side as well as design and administration. Mr. Guerra prior experience was with Procter and Gamble and Proudfoot Consulting. Mr. Guerra received his BS from the Western Institute of Technology (ITESO) in Guadalajara, Mexico, an MPPM from the Yale School of Management and an MPhil in Economics from Oxford University. Mr. Guerra represented the private sector on the World Bank Institute Programme on Global Pension Reform, and is a founding member of the Texas Pension Forum and the Mexican Hydrocarbon Association. Mr. Guerra has also served on the Florida Laborers Health Fund Board, Milliman's Texas Compensation and Benefits Steering Board, and the pension committees of Hess in UK and US and CEMEX in UK, Spain, Mexico and US. Lori Lucas, Executive Vice President and Defined Contribution Practice Leader, Callan Associates Lori Lucas, CFA, is an Executive Vice President and Defined Contribution Practice Leader at Callan Associates. Lori is responsible for setting the direction of Callan's DC business, providing DC support both internally to Callan's consultants and externally to Callan's clients, and developing research and insights into DC trends for the benefit of clients and the industry. Lori is a member of Callan's Management Committee and is a shareholder of the firm. Formerly, Lori was Director of Retirement Research at Hewitt Associates. Lori has also served as a vice president at Ibbotson Associates, a pension fund consultant at J.H. Ellwood & Associates, and an analyst and product development leader at Morningstar, Inc. Lori received a Bachelor of Arts from Indiana University and earned a Masters from the University of Illinois. Additionally, she earned the right to use the Chartered Financial Analyst® designation. Lori is a former columnist for Workforce Management online magazine and her views have been featured in numerous publications. She is Vice Chair of the Defined Contribution Institutional Investment Association and Chair of the Employee Benefit Research Institute's Research Committee. She is also she is a member of NAGDCA. Lori is also a frequent speaker at pension industry conferences. Marc Mayer YC '78, Head of North American Institutions, Schroders Marc Mayer is the head of North American institutions at Schroders plc, a £260+ billion in assets global investment manager. Previously, Mr. Mayer was a partner and CEO of GMO LLC, a privately owned $110+ billion in assets institutional investment manager. He was a member of the GMO Board. He joined GMO in 2009 after 20 years at AllianceBernstein L.P., a $450+ billion in assets investment manager, and its predecessor firm, privately owned Sanford C. Bernstein & Co., Inc. He was a partner and a member of the Bernstein Board of Directors. Beginning in 1989 as a pharmaceuticals securities analyst, Mr. Mayer went on to be research director, head of the institutional research and brokerage business, head of institutional investments, head of retail investments and president and a director of the AllianceBernstein mutual funds, and chief investment officer for asset allocation. Prior to joining Sanford Bernstein, Mr. Mayer worked at the Squibb Corporation for six years in strategic planning, business development, marketing and marketing research. After college Mr. Mayer worked as a concert and record producer. The vestiges of that failed attempt survive in a collection of over 30,000 CDs, LPs, 45s, shellac 78s and Edison cylinders. Mr. Mayer has a B.A. in Philosophy from Yale and an M.B.A from Columbia Business School. Mr. Mayer serves on the board of overseers of Columbia Business School and is the immediate past chair of the board of the Orpheus Chamber Orchestra. Mr. Mayer serves on the board and executive committee of the Berklee College of Music in Boston, where he chairs the finance committee. He is on the board and executive committee of Saint Ann's School in Brooklyn Heights where he is treasurer and sits on the investment committee. He serves on the board and executive committee of the American Friends of Hebrew University in Jerusalem, where he is on the investment committee and chairs the audit committee. Mr. Mayer lives in New York City with his wife, Meera. They have three children and a large tortoise

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