September 18-19, 2014 Topics included navigating the global markets through tactical asset allocation, economic and public policy discussion, global approach to equity investing, and private equity investing. Breakout sessions covered topics regarding maintaining a disciplined spending policy and evolving plan design in defined contribution plans.

September 20-21, 2015 Uncommon Perspective. Topics included geopolitical trends that will shape out future, economic overview, deep dive into hedge funds and the role they play in a portfolio. Breakout sessions included sessions for E&F clients as well as non-profit healthcare clients. The forum wrapped with lively discussions on defined contribution plans and navigating the […]