SEI Client Symposium Focuses on the Future of Institutional Investing
SEI Client Symposium Focuses on the Future of Institutional Investing Event Provides Outlook on Investing and Retirement to Corporate and Healthcare Institutions |
[28-June-2018] |
OAKS, Pa., June 28, 2018 /PRNewswire/ -- SEI (NASDAQ:SEIC) hosted over 70 attendees at its "Navigating the Future" client symposium on June 11-13. The conference brought together the company's corporate and healthcare defined contribution (DC) and defined benefit (DB) plan sponsor clients for SEI's senior portfolio managers' insights into the latest investment strategies, discussions on the future of the retirement landscape, and networking opportunities with industry peers. Corporate clients attended sessions on implementing investment risk management strategies, maximizing plan returns and understanding the benefits of discretionary investment management. Clients also gained further knowledge of SEI's investment process, potential impacts of tax reform, and encouraging participant and committee behaviors that lead to better retirement outcomes. Healthcare clients and experts from credit rating agencies, including S&P, Moody's and Fitch, participated in a roundtable discussion, providing perspectives on the growing use of alternative investments in organizations' portfolios, effects of the changing regulatory landscape, and recent changes to rating criteria. A panel featuring two SEI healthcare clients, Firelands Regional Medical Center and Lee Health, focused on managing complex balance sheet assets, debt covenants, capital allocation strategies, as well as the implementation of SEI's enterprise risk management approach. "The money management landscape for corporate and healthcare institutions is increasingly complex, and driven by a number of factors – from volatile equity markets to regulatory changes," said Roger P. Messina, Vice President and Managing Director, Client Portfolio Management Team, SEI's Institutional Group. "We have been working with corporate and healthcare clients and refining our strategy for more than 25 years. These client symposiums give us an opportunity to share ideas and expertise we have gained in managing investments for institutions through various market cycles." The event featured two keynote speakers: Katy Milkman, Associate Professor at the University of Pennsylvania's Wharton School and expert in behavioral economics, and Alison Levine, mountaineer, explorer, author, business woman and philanthropist. Milkman discussed people's approach to decision-making and how leveraging disciplines, such as behavioral economics, can help investment committee members avoid biases and develop strategies that motivate better decision-making. In her second SEI client symposium appearance, Levine presented "Peakonomics: Success Strategies from the Seven Summits," which explored how to best react to uncontrollable environments and how principles that lead to success in the world of extreme adventure also apply to everyday settings – in both business and life. The conference also featured panels of SEI investment professionals on a variety of issues, including:
Attendees also heard more information on SEI's economic outlook for the remainder of 2018 and were presented with a showcase of the company's investment management technology. The event was held at SEI's global headquarters, a 96-acre campus just outside of Philadelphia in Oaks, PA. About SEI's Institutional Group About SEI
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Company Codes: NASDAQ-NMS:SEIC |
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