Wednesday, October 7, 2009

Target-Date Funds: The Search for Transparency



Presented at the Association for Financial Professionals (AFP) National Conference in San Francisco, CA

Presented by:

Linda Ruiz-Zaiko
President
Bridgebay®

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Wednesday, April 22, 2009

Investment Policies, Performance Monitoring & Market Turmoil


Presented at the Western Pension and Benefits Council Conference in Seattle, WA

Panelists include:

Valentina Zackrone, SPHR
HR Director
Pacific Medical Centers

Marlow Kee
Director of Finance
PATH

Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC

Norman S. Milks
Partner
K&L Gates, LLP

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QDIA, One Year Later: Fund Solutions for DC Plans

Presented at the Western Pension and Benefits Council Conference in Seattle, WA

Panelists include:

Sara Spengler
Senior Manager, Global Equity Plan Services
Salesforce.com, Inc.

Linda Ruiz-Zaiko
President
Bridgebay®

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