Global Retirement Savings Conference

2013 Global Retirement Savings Conference Programme

2013 Global Retirement Savings Conference
The Role of Investment Funds




6:30 p.m.

Registration Opens

6:30–7:00 p.m.


7:00 p.m.

Dinner Event

Welcoming Remarks

Dan Waters
Managing Director
ICI Global

Dinner Speaker

Paul Schott Stevens
President and CEO
Investment Company Institute 

Dinner sponsored by:



8:00 a.m.–5:00 p.m.


8:00–8:30 a.m.

Continental Breakfast

8:30–9:15 a.m.

Welcoming Remarks

Dan Waters
Managing Director
ICI Global

Keynote Speech: Restructuring Retirement Systems for Resiliency in an Aging World

Olivia S. Mitchell
International Foundation of Employee Benefit Plans Professor
Professor of Insurance / Risk Management, Business Economics / Public Policy
Director of the Pension Research Council, The Wharton School, University of Pennsylvania

Coeditor of the recently published book Reshaping Retirement Security: Lessons from the Global Financial Crisis

9:15–10:30 a.m.

Panel 1: The State of Pension Provision Around the Globe

Panelists discuss the state of pension provision, changes and reforms to pension systems, and the growth of defined contribution systems.

Stephen P. Utkus, Moderator
Vanguard Center for Retirement Research

Ángel Melguizo
Lead Specialist
Labor Markets and Social Security Unit
Inter-American Development Bank

Brigitte Miksa
Head of International Pensions
Allianz Asset Management AG

Yoon Ng
Associate Director
Cerulli Associates

10:30–10:45 a.m.

Coffee/Tea Break Sponsored by:

Wells Fargo

10:45 a.m.–Noon

Panel 2: Characteristics, Opportunities, and Challenges of Defined Contribution Retirement Systems

Panelists from selected countries identify the key features of their defined contribution systems and the opportunities and challenges faced in implementing such systems.

Peter Brady, Moderator
Senior Economist
Investment Company Institute

Ross Jones
Deputy Chairman
Australian Prudential Regulation Authority

Bo Könberg
Chairman of the Board
Swedish Pensions Agency

Akiko Nomura
Senior Analyst
Nomura Institute of Capital Markets Research

Will Sandbrook
Director of Strategy, Research and Analysis
NEST Corporation

Noon–1:30 p.m.

Luncheon and Speaker

The Honourable Anna Wu Hung-yuk
Hong Kong Mandatory Provident Fund Schemes Authority

Lunch sponsored by:

T. Rowe Price

1:30–2:45 p.m.

Panel 3: The Role of Investment Funds in Retirement Savings

Panelists discuss how investment funds are uniquely positioned to serve investors in defined contribution systems.

Philip Lin, Moderator
Vice President and Director of North Asia Region
T. Rowe Price International

Michael Falcon
Managing Director and Head of Retirement
J.P. Morgan Asset Management

Andy Lin
Chief Executive Officer
China Universal Asset Management Co., Ltd.

Pauline Vamos
Chief Executive Officer
Association of Superannuation Funds of Australia

2:45–3:00 p.m.

Coffee/Tea Break Sponsored by:

Wells Fargo

3:00–4:15 p.m.

Panel 4: Governance of Retirement Systems and Investment Fund Regulatory Oversight 

Panelists discuss the regulatory environment, oversight issues, and potential roadblocks relating to the use of investment funds in retirement systems in selected countries.

Susan Gordon, Moderator

Michel Canta
Deputy Superintendent of Private Administrators of Pension Funds and Insurance
Superintendency of Banking and Insurance, Peru

George Ding
Chief Executive Officer
HuaAn Funds, HuaAn Asset Management, Ltd.

Darren McShane
Executive Director, Regulatory and Policy
Mandatory Provident Fund Schemes Authority, Hong Kong

4:15 p.m.

Concluding Remarks

Dan Waters
Managing Director
ICI Global

4:20–5:00 p.m.

Networking Reception Sponsored by:

Wells Fargo

5:00 p.m.

Conference Adjourns

Special Thanks to Our Media Partners

The Journal of Retirement