Speaking Engagements

P&I Conferences: Liability Driven Investing

December 2017

Kevin O’Brien, CFA, will join a panel discussion, “The LDI Objective – Then and Now” at this conference held in New York City on December 7th.

Opal Group Endowment & Foundation Forum

November 2017

Devon Francis, CIMA®, is a panelist in “The Art of Manager Selection and Due Diligence” at Opal Group’s Endowment & Foundation Forum. The forum takes place November 6-7 in Boston, MA.

P&I Conferences: West Coast Defined Contribution Conference

October 2017

Karen Paulson, CIMA®, PRP, participated in a panel discussion – “It’s Process, Process, Process” –  during the DC West 2017 Conference, held in San Diego, CA. The conference is dedicated to what plan sponsors are focusing on today, from plan fees and investment menu reviews to compliance and education; what they are doing to attract and retain employees or help their near-retirees to be better prepared; and what are successful ways they are communicating with participants.

Lutheran Grantmakers and Donors Network Annual Conference

September 2017

Michael Goss participated in two panel discussions: “Maximizing Returns for Foundations with Asset Diversification” and “Growing Your Asset Base – Perspective from Investment Managers,” at this annual conference, held in Mill Neck, NY.

P&I Conferences: 401(k)/403(b) Investment Lineup

May 2017

Fiduciary Investment Advisors is pleased to participate on the following panel discussions: Bridging the Gender Retirement Gap and Serving Other Participant Groups (Dallas), Identifying What Matters in Evaluating Target-Date Funds (Chicago) and: The Pros and Cons of Re-Enrollment (New York).

Retirement Plans: Steering the Fiduciary Ship

March 2017

Retirement plan sponsor and the fiduciaries that oversee these plans find themselves in an environment rife with risk. Setting the course towards good governance, however, need not be difficult. Professionals from Morgan Lewis, Grant Thornton, and Fiduciary Investment Advisors (FIA) discussed today’s retirement plan marketplace and offered practical and actionable items for plan sponsors across all industries.

Learning Outcomes:

  • Define the areas to be focused on and building blocks of effective retirement plan governance
  • Recognize how to mitigate your fiduciary liability through the implementation of a governance calendar
  • Identify other current and emerging industry hot topics

NACUBO Endowment and Debt Management Forum

February 2017

Mike Chase discussed “Outsourced CIO – The Do’s and Don’ts of Delegation.” The 2017 forum was held in New York City and is an opportunity for finance, investment and debt professionals to engage with peers to discuss current investment trends, economic forecasts, asset allocation, performance, governance, etc.

Roundtable Discussion

January 2017

Peter Nadeau, ARPC, participated in this event, hosted by Withum Smith & Brown in Edison, NJ on January 10th. Pete discussed fiduciary best practices, including a discussion on the different automatic features available to plan sponsors and the impact studies in behavioral finance have had on driving participant outcomes.

Pensions and Investments Liability Driven Investing Conference

December 2016

Chris Rowlins participated in panel discussions at both the New York City and Chicago conferences. The topic is “Governance Considerations for Implementing and Managing an LDI Strategy.”

Financial Stress in the Modern Workforce

December 2016

Mary Legg, CEBS, CFP, CRC, was a featured speaker at this Boston seminar hosted by the Greater Boston Chapter of ISCEBS & Worksite Wellness Council of Massachusetts (WWCMA). Attendees learned how to design practical programs and tools that will help employees better manage their money and their financial stress.

EACUBO 2016 Annual Meeting

October 2016

Mike Chase participated in a panel discussion titled “Outsourced CIO – The Do’s and Don’ts of Delegation.” The 2016 meeting was held in Washington, DC from October 16-19.

Public Funds Summit East

July 2016

Chris Rowlins participated in a panel discussion on July 20th to discuss the “Role of Consultants.” The Summit was held at the Newport Marriott in Newport, RI.

Retirement Plans: Creating the Fiduciary Trail

March 2016

Ryan Gardner participated in a panel discussion on March 10th to discuss the retirement plan landscape and offer actionable advice that can be applied to plan sponsors of all sizes and industries.

Performance Measurement Americas Conference

March 2016

Patrick Chase, Director of Technology and Performance Monitoring, will be speaking at the Performance Measurement Americas Conference on March 11th in NYC. Patrick will be on the Project Management in the Performance Space panel.

Withum Podcast: A Closer Look Into Behavioral Finance, Pricing Models and Employee Education

February 2016

Peter Nadeau, FIA Consultant, was interviewed by Withum’s Sheri Wronko, Employee Benefit and Pension Plans Services Group Member, on these trending topics in the ERISA world. Listen to the Sounding Board podcast here.


December 2015

P&I Pension Settlement Strategies Conference

October 2015

Kevin O’Brien, CFA, Consultant, spoke at the P&I Pensions Settlement Strategies Conferences, held in Dallas, Chicago, and New York. Kevin was a panelist for de-risking and lump sum discussion sessions.

FIA’s Matt Kaminski Featured On Asset TV’s The Pitch

October 2015

Matt Kaminski, Director, Manager Research, was recently featured on Asset TV’s The Pitch: Prudential on Stable Value. View the video here.

Vermont Captive Insurance Association Annual Conference

August 2015

Kevin O’Brien, CFA, Consultant, was a panelist at the VCIA’s Annual Conference, held in Burlington, VT. The panel discussion will focus on  “Asset Allocation for Captives.”

National Education Association Business Management and Executive’s Conference

May 2015

Chris Rowlins, AIF, Principal & Senior Consultant, was the guest speaker at the NEA’s Business Management and Executive’s Conference, held in Salt Lake City, Utah on May 4, 2015. Chris discussed “Investment Trends and Effective Governance for Fiduciaries.”

P&I Hospital & Healthcare Investing Summit

October 2014

Mark Wetzel, President, was the Conference Chair of the P&I Hospital & Healthcare Investing Summit in Chicago on October 14th and 15th. The event brought together top decision-makers – tasked with addressing concerns over financial constraints and pensions at healthcare companies – to discuss solutions to the daily challenges they are facing. In this video, FIA’s Kevin O’Brien, CFA, Consultant, explains the impact of new mortality tables.

DCIO Market Forum

June 2014

Chris Rowlins, AIF, Principal & Senior Consultant, was a panelist at the DCIO Market Forum at New York City’s Princeton Club on June 19th. The panel discussion focused on Getting Through the Gate: Trends in Investment Products for Defined Contribution Plans.

Commonfund Forum

March 2014

Mark Wetzel, President, presented at the Commonfund Forum on 403(b) plan oversight and as part of a round table discussion on hedge funds.

Opal Financial Group’s Endowment & Foundation Forum

October 2013

Karen Paulson, CIMA, PRP, Principal & Senior Consultant, moderated a panel on “Asset Allocation: How to Adapt to the New Normal” in October 2013.

Planadviser National Conference

September 2013

Mike Goss, Executive Vice President, participated in a panel discussion on team/practice building in September 2013. The conference was held in Orlando, FL.

PLANSPONSOR National Conference

June 2013

Chris Rowlins, AIF, Principal & Senior Consultant, participated in a panel discussion on pension de-risking and discussed FIA’s approach to risk management for corporate pension plans. The conference was held in Chicago, IL.

MACRS 2013

June 2013

Mike Goss, Executive Vice President, discussed “The Evolving Role of Investment Consultants” at the conference held in Hyannis, MA.

NAPA ASPPA 401(k) Summit

March 2013

Ryan Gardner, AIF, Principal & Senior Consultant, presented to a group of retirement plan practitioners about the tax-exempt retirement plan marketplace and solutions for successful plan oversight and management.

FIA at the University of Connecticut

February 2013

Mike Goss, Executive Vice President, spoke to a graduate class regarding investing municipal pension funds.

6th Annual Profit-Driven Strategies in the DCIO Market Event

January 2013

Mike Goss, Executive Vice President, co-presented on the topic of “Making Headway in the Mid-Tier Consultant Space. This event was sponsored by Financial Research Associates, LLC and took place in Boston, MA.

FIA at TIAA-CREF National Conference

January 2013

Ryan Gardner, AIF, Principal & Senior Consultant, spoke at the TIAA-CREF National Conference in Orlando, FL.