Conferences and events which focus exclusively on target-date funds or target-date strategies are unusual. The Custom Target-Date Strategies Summit takes place in Chicago and New York this September. The focused meetings run from 8am-10am, with a networking breakfast to commence, followed by a presentation on ‘Addressing the Shortcomings of Traditional Target-Date Funds’ and a concluding interactive discussion on the topic of ‘Evolving Target-Date Funds through Underlying Investment Changes’. The expert-led sessions will further consider fiduciary and operational concerns that may develop. Speakers confirmed at the New York conference include Robert Capone, Managing Director of AQR Capital Management, Charles Claudio, Assistant Vice President of Liberty Mutual Insurance, Joan B. Haseman, Senior Defined Contributions Programs Officer at Florida State Board of Administration and Lou Ann Hutchinson, Executive Director of Grant Thornton LLP.

Conference website