1-C-3 - Whose Number is it: The Actuary or the Investment Consultant?

Speakers investigate the overlapping roles and responsibilities of the actuary and the investment consultant. How should the trustees understand differences between our often very different expected returns? And how can we work together to bring the trustees to a prudent understanding of the relationship between asset allocation and the actuary’s investment return assumption?


Mr. James J. Rizzo

Gabriel Roeder Smith & Company

Mr. Scott J. Whalen


Paul Angelo



CPD Credit: 1.50 EA Core Credit: 0.00 EA Ethics Credit: 0.00 EA Non-Core Credit: 1.50 EA Formal Credit: 1.50