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The Financial Women's Association Of San Francisco
Silicon Valley Group
Presents

"Risk, Preferences and the Evolution of the Retirement Plan"


An Industry Leadership Series Event
on
Wednesday, May 6th

This event has been CANCELLED 

Join us for this dinner program with Christopher Jones, Executive Vice President of Investment Management and Chief Investment Officer at Financial Engines, where we will explore how continuing demographic shifts, increasing longevity, greater labor mobility, and societal risk-sharing considerations are driving the global adoption of defined contribution (DC) plans such as the 401(k). As these trends are likely to persist, we can expect DC plans to dominate the retirement systems of most developed countries. But how will such plans deliver on retirement security for participants? What are the implications of individual participants bearing investment risk? How will DC plans evolve to meet the needs of plan participants who are accumulating assets for retirement and those who require income in retirement? In this evening program, we will discuss the evolving US retirement market and consider implications for the future of corporate retirement plans.

About the Speakers

Christopher Jones is Executive Vice President of Investment Management and Chief Investment Officer at Financial Engines. He joined the company as the third employee in 1996. Working closely with founder Bill Sharpe, Chris built and led the team of finance, economics, and mathematics experts who developed the methodology for Financial Engines' personalized investment advice and portfolio management services. At Financial Engines, Chris oversees the Investment Management Group, which is responsible for investment analysis, financial research and development, and portfolio management. He also serves as Chairman of the company's Investment Committee.

Before joining Financial Engines, Chris worked at Cornerstone Research, an economic and financial consulting firm, where he managed consultant teams that studied financial institutions, securities class-action claims, antitrust actions, and intellectual property issues in support of complex corporate litigation. Prior to working at Cornerstone Research, he conducted research at the Center for Economic Policy Research (CEPR) at Stanford University. Chris holds an M.S. in business technology, an M.S. in engineering-economic systems, and a B.A. in quantitative economics, all from Stanford University.

Christopher recently wrote The Intelligent Portfolio, a book using state-of-the-art simulation and optimization methods to demonstrate the often-surprising results of applying modern financial economics to personal investment decisions. By illustrating the realistic range of possible investment outcomes, Jones reveals how today's decisions may impact future results and helps investors to increase their chances of reaching goals.

Program Details

What:  "Risk, Preferences and the Evolution of the Retirement Plan"
 
When: Wednesday, May 6th, from 6:00 PM - 8:00 PM
   
Where: Garden Court Hotel, 520 Cowper Street, Palo Alto
   
Program Format:  
6:00 PM - 6:30 PM...Networking
6:30 PM - 8:00 PM...& Light Dinner and Program
Dinner will be provided.
   
Cost: Members - $40; Non-members & guests: $55

REGISTRATION

This event has been cancelled. 

Refunds will be provided to those people that have already registered.

For any questions regarding the above program call (415) 586-8599 or email



 
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