Pensions & Investments

EXCLUSIVE: Rich Nuzum, the industry veteran who oversaw Mercer’s emergence as a global outsourced CIO giant in recent decades, is joining Franklin Templeton to spearhead that firm’s ambitions to become a contender in the space.

𝗖𝗟𝗢𝗦𝗜𝗡𝗚 𝗞𝗘𝗬𝗡𝗢𝗧𝗘 | 𝗘𝗺𝗽𝗼𝘄𝗲𝗿𝗶𝗻𝗴 𝘁𝗵𝗲 𝗡𝗲𝘅𝘁 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗼𝗳 𝗪𝗼𝗺𝗲𝗻 𝗶𝗻 𝗙𝗶𝗻𝗮𝗻𝗰𝗲 We're thrilled to welcome Seema Hingorani, founder of Girls Who Invest, as our closing keynote speaker this year! With 30+ years in the investment industry, Seema will share her journey and insights on mentorship, leadership, and building a more inclusive future for women in finance. Join us Sept. 18 for this powerful conversation and don’t miss early bird rates, ending Aug. 1! 🗓️ September 18 | Ritz-Carlton, Chicago ➡️ https://lnkd.in/eZ_W7X65 #IWII2025 #InfluentialWomen #Leadership #Mentorship #GirlsWhoInvest

OCIO for Pension Plans – Happening one week from today. WEBINAR SUMMARY: With the average funded ratio of corporate pension plans showing a surplus, plan sponsors have been focused on preserving the gains and exploring future derisking paths. Outsourced CIOs today are engaging pension plans in several ways to optimize their investment strategy via customization and enhanced liability-driven investing and, for some plans, setting them up for a successful pension risk transfer. They are helping improve plans’ flexibility to better navigate complex markets, manage the alternatives sleeve and boost overall risk management. OCIOs are engaging in a more collaborative partnership with their pension plan clients, such as sharing knowledge and expertise with both internal and external stakeholders. Register to hear industry specialists examine the key issues for corporate pension plan management today, and how their platforms can deliver the customization and specialization that asset owners seek. REGISTER NOW: https://lnkd.in/gMDpJycG Aon, BlackRock, and Fidelity Investments #webinar #ocio #pensionplans

With all the talk of GP-LP alignment, what does it mean in practice? A trio of GPs share the specific ways they are meeting the portfolio needs of institutional allocators. Published by P&I Custom Content https://lnkd.in/gD8mTGtb  

📉 𝗠𝗮𝗰𝗿𝗼𝗲𝗰𝗼𝗻𝗼𝗺𝗶𝗰 𝗢𝘂𝘁𝗹𝗼𝗼𝗸: 𝗪𝗵𝗮𝘁 𝗟𝗶𝗲𝘀 𝗔𝗵𝗲𝗮𝗱 𝗳𝗼𝗿 𝗚𝗿𝗼𝘄𝘁𝗵 𝗮𝗻𝗱 𝗠𝗮𝗿𝗸𝗲𝘁𝘀? With interest rate volatility and geopolitical shifts continuing to disrupt the landscape, understanding macroeconomic signals has never been more critical for institutional investors. 📊 🌎 Join us at Pensions & Investments’ 𝗙𝗶𝘅𝗲𝗱 𝗜𝗻𝗰𝗼𝗺𝗲 & 𝗖𝗿𝗲𝗱𝗶𝘁 𝗖𝗼𝗻𝗳𝗲𝗿𝗲𝗻𝗰𝗲, where Yelena Shulyatyeva, CFA, Senior U.S. Economist at The Conference Board, will deliver a must-hear keynote on:  🔹 Inflation trends & expectations  🔹 U.S. growth outlook  🔹 Monetary policy implications for institutional portfolios This session is designed to help you separate signal from noise and position your portfolio for what’s next. Don’t miss it! ➡️ Register now and secure your spot: https://lnkd.in/eVxsvjEm #FixedIncome #CreditMarkets #Macroeconomics #PensionsAndInvestments #InstitutionalInvesting #InterestRates #EconomicOutlook #PortfolioStrategy #PIConferences

We’re proud to partner with Angelo Calvello on The Institutional Edge: Real allocators. Real alpha. — a new podcast series powered by real insights from real asset owners. Stay tuned for the launch and follow along for bold, actionable perspectives in institutional investing.

𝗥𝗲𝗮𝗱𝘆 𝗳𝗼𝗿 𝗦𝗘𝗖𝗨𝗥𝗘 𝟮.𝟬? From Qualified Disaster Relief to the Roth catch-up, SECURE 2.0 brought optional provisions and mounting pressure. With deadlines looming, DC plan teams are making tough calls on what to prioritize. 💡 What’s moving forward and what’s on hold? 💡 How are your peers staying compliant and ahead of the curve? Join us for a behind-the-scenes look at how plan sponsors are tackling implementation in real time at DC West in Pasadena! 🗓️ October 26-28 | Pasadena ➡️ https://lnkd.in/dzVwQx6D #DCW2025 #SECUREAct #RetirementPlans #DCPlans #PlanSponsors

Private Equity: Aligning the Playbook – Happening one week from today. WEBINAR SUMMARY: While private equity activity slowed in the second quarter, with persistent fallout from tariff policy and market uncertainty, GPs are staying focused on dual priorities: building portfolio value in resilient sectors of the economy and providing a wider variety of structures for LPs to access the liquidity and diversification they need. Strategies including co-investment programs, secondary funds, continuation vehicles and evergreen funds are seeing strong interest from LPs as ways to help overcome short-term challenges of the market. As GPs manage strategic assets though this complex macro environment, what are the underlying fundamentals of PE portfolio companies that support continued growth and innovation? What are the types of assets showing resilient valuation? In a wide-ranging discussion, our panel of leading GPs share their sectors and segments of focus, the breadth of ways they are meeting LP portfolio needs, and the reasons why LPs are pursuing deeper and more strategic GP-LP relationships. They also highlight manager selection as a key priority that’s needed to deliver alpha in the years ahead. REGISTER NOW: https://lnkd.in/gvV7N-Rq EQT Group, HarbourVest Partners, and Lexington Partners #webinar #privateequity

We are delighted to announce that the Women in Finance Group will be travelling to New York to host an event on August 27th 🗽⁠[Please share with your network!] ⁠ In collaboration with Pensions & Investments, we will be hosting "Why Your Leadership Narrative Matters" — a session that aims to help you:⁠ ⁠ ✅ State your identity: Who you are, what you stand for, and why you lead.⁠ ⁠ ✅ Build connection: People relate to stories, not resumes.⁠ ⁠ ✅ Inspire action: Great leaders lead with intent⁠ ⁠ ✅ Set you apart: Your story is unique — and that’s your edge.⁠ ⁠ If you're based in NYC or travelling to the city during August, we would love to see you at our event. Here is the Luma link for registration: https://lu.ma/ewclwjb3⁠ ⁠ A huge thank you to our sponsors, Pensions & Investments, Julie Parten and Alison Rivas! ⁠ ⁠ Can’t make it? 😔⁠ ⁠ We will be back in October, hosting more events in sports and leadership! 🌟⁠ ⁠ Reach out to us at info@womeninfinancegroup.com if you are interested in sponsoring or attending our October events.⁠ ⁠ Don’t forget to sign up for our mailing list to stay updated on our upcoming events: https://lnkd.in/e6GmJcJJ #WomeninFinance #WomenLeaders #WomenEmpowerment #Leadership #PersonalBranding #PersonalDevelopment

📉 Corporate pension derisking is accelerating. With more plans now fully or overfunded, it’s no surprise that 90% of companies with derisking goals plan to divest their pension liabilities within the next five years. 📆 Join us at Pensions & Investments' Pension Derisking Conference to explore: 🔹 Hibernation & termination strategies 🔹 Investment risk reduction 🔹 Annuity transfers 🔹 Surplus management & future-focused derisking solutions 💬 Engage in interactive discussions with industry leaders and gain actionable insights to navigate this fast-moving landscape. 📍 October 7–8 | Chicago 🔗 Don’t miss it — Register now>>>https://lnkd.in/ewvfrd5E #PensionDeRisking #PensionsAndInvestments #InstitutionalInvesting #CorporatePensions #RiskManagement #PensionStrategy #DefinedBenefit #LDI #Annuities