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Tuesday October 15, 2024 3:15pm - 4:00pm EDT
Based on the latest research, this session will delve into participant cash flow dynamics within stable value funds, drawing insights from a comprehensive study on the topic. Attendees will explore factors influencing participant behavior, cash flow patterns, and lessons that can be learned from past events. 
(No presentation slides available.)
Moderator
avatar for Michael Katona

Michael Katona

The Vanguard Group
Michael Katona, CFA, ASA, is a portfolio manager in Vanguard's Stable Value Management team, managing the stable value assets for defined contribution and 529 plans as well as wrap provider allocations and relationships.  Prior to this role, Mike led a team of investment professionals... Read More →
Speakers
avatar for Behzad Alimoradian

Behzad Alimoradian

Valerian Capital Group
Behzad Alimoradian, PhD, leads the risk management team at Valerian Capital, where he serves as a quant specializing in stable value funds. Prior to Valerian, Behzad founded Alpha Quants, a quantitative advisory service for financial institutions in the insurance and investment fund... Read More →
avatar for Callen Oster

Callen Oster

Nationwide Retirement Plans
Callen leads the actuarial pricing team for two main product areas.  First, Nationwide's $40B fixed product book--including Stable Value Wrap, Guaranteed Separate Account, and General Account Fixed Annuities. Second, his team is responsible for pricing Nationwide's $185B recordkeeping... Read More →
avatar for Greg Ungerman

Greg Ungerman

Callan
Greg Ungerman, CFA, is a senior vice president and Callan’s defined contribution practice leader. Based in the San Francisco headquarters, Greg is responsible for setting the direction of the firm’s DC business, providing DC support both internally to Callan's consultants and... Read More →
Tuesday October 15, 2024 3:15pm - 4:00pm EDT
Grand Ballroom

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