For further information about Dr. Susan Mangiero’s speeches (including keynotes) and workshops, email contact@fiduciaryleadership.com.

September 27, 2017
Interviewee, “Sorting through Professional Credentials,” Wealth Management

September 12, 2017
Co-Speaker, “ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims,” Strafford Publications, Inc.

May 24, 2017
Co-Speaker, “Alternative Investments in ERISA Retirement Plans: Mitigating Liability Risks for Hedge and Private Equity Funds and Pension Plan Fiduciaries,” Strafford Publications, Inc.

March 30, 2017
Speaker, “Service Provider Due Diligence,” Professional Risk Managers’ International Association

March 16, 2017
Speaker, “Liability-Driven Investing and Other Types of Pension Risk Transfer Strategies,” Professional Risk Managers’ International Association

March 2, 2017
Speaker, “Use of Derivatives in Pension Plans,” Professional Risk Managers’ International Association

February 23, 2017
Speaker, “Establishing Risk Management Protocols for Defined Benefit Plans and Defined Contribution Plans,” Professional Risk Managers’ International Association

January 23, 2017
Award Recipient, Blog of the Week Recognition for “Effective Retirement Plan Communications” (Originally Published by Pension Risk Matters® on January 8, 2017), Fiduciary News 

November 2, 2016
Speaker, “Retirement Plan Risk Management: An Overview,” Professional Risk Managers’ International Association

April 27, 2016
Speaker, “Impact of Final DOL Fiduciary Regulation,” National Institute of Pension Administrators

February 2016
Interviewee, “Susan Mangiero – Take Pride in Curiosity,” Association of Certified Fraud Examiners

January 27, 2016
Co-Speaker, “ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Duty Claims,” Strafford Publications, Inc.

January 13, 2016
Co-Speaker, “Life After Tibble: Investment Monitoring and Litigation Defense Considerations for ERISA Fiduciaries,” Bloomberg BNA

January 8, 2016
Quoted, “Lawsuit Alleges Anthem 401(k) Plan Exposed Participants to Higher Fees,” Wall Street Journal

October 28, 2015
Press Release, “Dr. Susan Mangiero Earns Certified Fraud Examiner (CFE) Credential at a Time When Global Fraud is Estimated at $3.7 Trillion Per Year,” Business Wire

June 1, 2015
Co-Speaker, “Pension Risk Management,” Government Finance Officers Association

May 27, 2015
Co-Speaker, “Pension De-Risking for Employee Benefit Sponsors: Avoiding Litigation and Enforcement Action,” Strafford Publications, Inc.

April 21, 2015
Co-Speaker, “Effective Boards of Directors: Obligations, Recruitment and Compensation,” National Center For Employee Ownership

April 8, 2015
Co-Speaker, “ERISA Litigation and Enforcement: The Role of the Independent Fiduciary and Best Practices for Financial Advisors,” fi360

March 25, 2015
Press Release, “Financial Expert Susan Mangiero Celebrates Ninth Year as Lead Contributor to Pension Risk Governance Blog,” Business Wire

February 2015
Quoted in “Fiduciary Outsourcing Options” by Judy Ward – Plan Sponsor

November 17, 2014
Co-Speaker, “ERISA Plan Investment Committee Governance: Avoiding Breach of Fiduciary Claims,” Strafford Publications, Inc.

October 28, 2014
Co-Speaker, “Public Pension Developments and Trends,” American Conference Institute’s 8th National Forum on ERISA Litigation

September 23, 2014
Quoted in “How Investment Firms Can Manage Corruption Risk in Africa,” AFK Insider

June 25, 2014
Co-Speaker, “Performance-Based Executive Compensation: Governance and Litigation Considerations for Employers, Directors, Institutional Investors and Their Counsel,” Practising Law Institute

June 11, 2014
Moderator, “Fiduciary Responsibility for Management & Trustees,” US Markets – Center for Institutional Investor Education

April 29, 2014
Co-Speaker, “Expert Coordination: Working With Financial and Fiduciary Experts,” 7th National Forum on ERISA Litigation, American Conference Institute

April 25, 2014
Co-Speaker, “Protecting Client and Adviser Interest When Hard-to-Value Assets Are Part of the Portfolio,” Insights 2014: Fostering a Higher Standard of Fiduciary Excellence, fi360

April 16, 2014
Co-Speaker, “ERISA Pension Plans: Mitigating Liability Risks for Hedge and Private Equity Fund Alternative Investments: Exercising Due Diligence to Avoid Investment Landmines for Institutional Investors and Fund Managers, Strafford Publications, Inc.

April 9, 2014
Speaker, “ESOP Company Strategic Decision Making,” Leadership & Governance Track, Employee Ownership Conference 2014, National Center for Employee Ownership

February 19, 2014
Co-Speaker, “Muni Bonds, Pensions and Financial Disclosures: Compliance, Litigation and Regulatory Trends ,” Practising Law Institute

January 8, 2014
Panelist, “Institutional Asset Allocation – Satisfying Objectives and Obligations,” Professional Risk Managers’ International Association (“PRMIA“) and Quantitative Work Alliance for Applied Finance, Education and Wisdom (“QWAFAFEW“)

December 10, 2013
Co-Speaker, “Pension De-Risking for Employee Benefit Sponsors: Minimizing Risks and Ensuring ERISA Compliance When Transferring Pension Obligations to Other Parties ,” Strafford Publications, Inc.

December 5, 2013
Co-Speaker, How international investors are structuring their portfolios,” LP Summit 2013, PEI Alternative Insight Infrastructure Investor

October 25, 2013
Co-Speaker, “Defined Benefit Plans and Stock Drop Litigation: New Theories of Liability Arising From Investment Decisions, Including Alternative Investments, the Status of the ‘Presumption of Prudence’ Standard, the Trend Towards De-Risking, the Issue of Standing, and More,” American Conference Institute‘s 6th National Forum on ERISA Litigation

September 10, 2013
Co-Speaker, “ERISA Assets: QPAM and INHAM Audit Legal Requirements and Best Practices: Navigating DOL Rules for Pension Asset Management Compliance,” Strafford Publications, Inc.

July, 2013
Author, “Pension Plans: The $20 Trillion Elephant in the (Valuation) Room,” Business Valuation Update

June 18, 2013
Co-Speaker, “Pensions Risk Management: Important Lessons for the Corporate CFO,” Moody’s Investor Services Workshop

June 17, 2013
Co-Speaker, “Fiduciary Responsibility for Management & Trustees,” Tri-State Institutional Investors Forum, U.S. Markets Center for Institutional Investor Education

June 5, 2013
Co-Speaker, “ERISA Pension Plans in 2013: Due Diligence for Hedge and Private Equity Funds,” Strafford Publications

May 29, 2013
Co-Speaker, “Global Pension Plan Governance,” International Pension & Employee Benefits Lawyers Association

May 14, 2013
Co-Speaker, “Valuation and ERISA Fiduciary Liability: How to Protect Yourself,” Business Valuation Resources, LLC

May 1, 2013
Co-Speaker, “The QPAM Compliance Audit: How Asset Managers Can Minimize Regulatory Risks and the Costs of Breach,” Seyfarth Shaw Webinar

April 22, 2013
Co-Speaker, “Financial Firms as ERISA Plan Sponsors – The When, What and How of the QPAM Audit Requirement,” Practising Law Institute

April 18, 2013
Co-Speaker, “Due Diligence for Alternative Investments,” fi360 Annual Conference

March 27, 2013
Showcased in “Blog Examines Pension Issues” by Kevin McGuinness – Plan Sponsor

March 25, 2013
Quoted in “Pension Risk Governance Blog Celebrates Its Seventh Birthday as an Educational Resource for the $30+ Trillion Global Retirement Plan Industry,” Business Wire

January 16, 2013
Speaker, “Pension De-Risking for Employee Benefit Sponsors: Minimizing Risks and Ensuring ERISA Compliance When Transferring Pension Obligations to Other Parties,” Strafford Publications, Inc.

November 15, 2012
Speaker, “Pensions and Corporate Finance: How to Avoid Buyer’s Remorse,” Practising Law Institute

October 23, 2012
Speaker, “QPAM and INHAM Compliance Audit 101 For ERISA Asset Managers,” FTI Consulting and Securities Docket

October 16, 2012
Speaker, “CFO Liability and Pension Plan Governance and Risk Management,” Association for Financial Professionals

October 5, 2012
Speaker, “Risk Management for Financial Services Firms,” Managing Risk in a Complex World Conference, University of Washington School of Law, Business and Entrepreneurship Program

August 22, 2012
Co-Speaker, “Vendor Contracts and Risk Assessment: Lessons Learned from Fraud Convictions,” The Institute of Internal Auditors

June 13, 2012
Moderator, “What Every Fiduciary Needs to Know About About How to Mitigate Investment Fraud Risk,” Securities Docket

June 12, 2012
Moderator, “Corporate Governance, Plan Design and Investment Fraud,” FTI Consulting

June 5, 2012
Moderator, “Activist Investors and ERISA Vs. Securities Litigation,” FTI Consulting

May 30, 2012
Co-Speaker, “ERISA Pension Plans: Due Diligence for Hedge Funds and Private Equity Funds: Avoiding the Pitfalls of Alternative Investments for Institutional Investors and Fund Managers,” Strafford Publications, Inc.

May 23, 2012
Quoted in “State pension eyes European chaos for opportunity” by Rob Varnon – Connecticut Post

May 9, 2012
Moderator, “Target Date Funds, 401(k) Plan Investment Choices, M&A and PBGC Terminations,” FTI Consulting

May 3, 2012
Moderator, “Private Equity, Service Provider Due Diligence and DOL and IRS Audits,” FTI Consulting

April 26, 2012
Moderator, “New 408(b)(2) Disclosure Rules and What They Mean For ERISA Class Certification,” FTI Consulting

April 18, 2012
Moderator, “ERISA Litigation, C-Suite Liability and Energized Plaintiffs’ Bar,” FTI Consulting

April 10, 2012
Panelist, “Risk Management as it applies to Pension Plans, Fiduciaries and the Current Investment Environment,” 2012 Pension Bridge Annual

April 3, 2012
Co-Speaker, “Going Beyond the Essential Background Checks: Accessing Crucial Information About the Management Team, Board of Directors, the Economics for the Team and the Succession of the Investment Staff,” 4th Annual Due Diligence & On-Going Monitoring of Alternative Investments Summit, Financial Research Associates, LLC

January 24, 2012
Panelist, “Pension Risk Management and Governance: Challenges and Opportunities in a New Era,” Hartford CFA Society

November 30, 2011
Workshop Leader, “Changing Fiduciary Landscape,” Mid-Market CFO Forum – Institutional Investor

November 4, 2011
Panelist, “The Bridge to Washington: A Regulatory Policy Update,” Women’s Alternative Investment Summit

July 25, 2011
Workshop Leader, “If Pension Funds Invest in Hedge Funds, Getting It Right,” Program For Advanced Trustee Studies – Harvard Law School

July 18, 2011
Quoted in “HR Focuses on Retirement-Plan Governance” by Marlene Prost – Human Resource Executive Online

July 14, 2011
Author, “Thought Leaders: Prioritizing Risk Management” – The Glass Hammer

June 28, 2011
Workshop Co-Leader, “Risk Management Nuts & Bolts for Pension Trustees,” Retirement Security: Decisions & Consequences – Florida Public Pension Trustees Association

June 16, 2011
Workshop Co-Leader, “ERISA Fiduciaries Under Attack: Key Litigation and Regulatory Developments” – Strafford Publications

May 31, 2011
Author, “Financial Model Mistakes Can Cost Millions of Dollars” – American Bar Association, Section of Litigation, Expert Witnesses

April 14, 2011
Panelist, “Conflicts in Plan Sponsor and Service Provider Relationships,” ERISA Litigation Conference – American Conference Institute

March 30, 2011
Panelist, “Manager Monitoring & Ongoing Due Diligence,” Real Estate Investment & Search Consultants Congress: Meet the Gatekeepers – Information Management Network

March 10, 2011
Quoted in “Pension Plan Sponsors Take Freewheeling Fund Companies to Court” by Maureen Duffy – Institutional Investor

January 8, 2011
Quoted in “Stamford among cities reaping windfall from loan program” by Rob Varnon – Connecticut Post

December 8, 2010
Moderator, “Taking Back Control: Changing the Way Pensions Manage Money,” The 15th Annual Super Bowl of Indexing- Information Management Network

November 19, 2010
Keynote speaker, “Stable Value Risk Management,” What Regulatory Reform, Economic Stimulus and Fiscal Restraint Mean to Your Retirement Security –Stable Value Investment Association

September 9, 2010
Quoted in “Better Pension Plan Governance Needed” by Marlene Prost – HR Executive

July 18, 2010
Workshop Leader, “Pension Fund Risk Management in the Post Meltdown World: What’s Been Learned,” Program For Advanced Trustee Studies – Harvard Law School

June 3, 2010
Workshop Leader, “Pension Risk Management,” Brazilian Association of Pension Funds

June 1, 2010
Expert Testimony About Hard to Value Investing and Hedge Fund and Private Equity Fund Risk Management, International Organization of Pension Supervisors and OECD

April 21, 2010
Panelist, “Coping Mechanisms: ERISA Best Practices, “Risk Management Society

April 2010
Risk Management Q&A – Perspectives Editors Interview With Dr. Susan Mangiero

November 9, 2009
Keynote speaker, “The Financial Crisis And The New Paradigm For Pension Plan Risk Management: How Can We Avoid Being Here Again?” Pension Plan De-Risking Summitt, IQPC Conferences

September 16, 2009
Panelist, “Avoiding Major Trouble: Why Private Equity Firms Must Spend More Time on Ethics,” Private Equity Analyst Conference, Dow Jones

September 15, 2009
Keynote speaker, “Navigating the Auditor Hot Zone: Helping Investors Through Volatile Financial Markets,” AuditWorld 2009 – MIS Training Institute

July/August 2009
Insights About Pension Risk Management – Journal of Indexes Editors Interview With Dr. Susan Mangiero

January 21, 2009
Speaker, “Pensions at Risk: A Meeting of Fiduciary and Financial Minds,” NYSSA Derivatives Committee – New York Society of Security Analysts

January 28, 2008
Speaker, “Case Study: What Can Be Learned From San Diego’s Investment in Amaranth Advisors,” The 2nd Annual Ohio Forum on Public Retirement – Information Management Network

 

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