ICMA-RC Hosts Inaugural Investment Leadership Forum

WASHINGTON, June 28, 2016 /PRNewswire/ -- ICMA-RC's 2016 Investment Leadership Forum, held June 15, 2016, in Washington, D.C., brought investment experts from top U.S. and international asset management firms to speak with public sector plan sponsors, leading consultants, and others who serve the retirement planning needs of public sector employees. The audience heard about current investment trends and economic factors facing equity, fixed income, and global markets.

ICMA-RC President and CEO Bob Schultze welcomed attendees and introduced Jason Trennert, who served as the general session speaker. Trennert, Chief Investment Strategist and Managing Partner, Strategas Research Partners, spoke about investment trends that are driving the market.

The featured speakers and topics were:

"Equity Opportunities in a Rapidly Changing Global Economy"
Moderator: David Braverman, Managing Vice President, Equities and Multi-Asset
Class Solutions, ICMA-RC
Panelists: Tom Pence, Managing Director and Sr. Portfolio Manager, Wells Fargo Management;
and John Linehan, Vice President and Portfolio Manager, T. Rowe Price Associates

"Fixed Income Investing — Are We Ready for the Next Chapter?"
Moderator: Karen Chong-Wulff, Managing Vice President, Fixed Income, ICMA-RC
Panelists: Sheldon Stone, Principal and Portfolio Manager, Oaktree Capital Management; and
Tony Crescenzi, Executive Vice President, Market Strategist and Generalist Portfolio Manager
PIMCO

"International Investing — A View from Abroad"
Moderator: Julie Dellinger, Managing Vice President, Investments, ICMA-RC
Panelists: Clive Gillmore, CEO and Group Chief Investment Officer, Mondrian Investment Partners Limited; and Rodger Nisbet, Executive Chairman, Walter Scott & Partners Limited

"Our goal was to bring together some of the world's leading stock, bond, and international investment managers who advise ICMA-RC funds as our subadvisors, to share their insights with public sector plan sponsors and consultants," said ICMA-RC Senior Vice President and Chief Investment Officer Wayne Wicker. "The Forum was a success as attendees heard first-hand from some of the investment industry's top experts on a wide range of topics, including the financial markets, interest rates, commodities, currencies, global developments, and investment opportunities ahead."

For a video recap of ICMA-RC's Inaugural Investment Leadership Forum, click here.

About ICMA-RC

Founded in 1972, ICMA-RC is a non-profit independent financial services corporation focused on providing retirement plans and related services for close to a million public sector participant accounts and approximately 9,000 retirement plans. ICMA-RC's mission is to help build retirement security for local and state government employees. The organization's mission is delivered through its RealizeRetirement® approach in which ICMA-RC representatives actively engage participants in their retirement programs, help them build their asset base toward a stated objective, and help them realize their retirement goals through a comprehensive retirement planning strategy. All of ICMA-RC's retirement programs, administrative services, and educational tools have been developed specifically for public sector retirement plan administrators and participants. For more information, visit www.icmarc.org. AC: 0616-8423

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SOURCE ICMA-RC

Related Links

http://www.icmarc.org

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