August 2018


Liability Driven Investing has been an investment philosophy that many pension plan sponsors and retirement advisors have embraced to some degree over the past few years. Now, with a flatter yield curve, a return of volatility and a greater need for retirement income, can LDI still provide a solution for future liabilities? In this LDI Masterclass, three leaders discuss the evolution of LDI and where the opportunities lie for 2018 and beyond.


  • Brad Jacob- Managing Director, Marketing & Client Services at Ryan Labs Asset Management

  • Tim Boomer, FIA, FSA - SVP, LDI and Pension Product Manager at Income Research + Management

  • Craig M. Stapleton, CFA, FRM - Senior Vice President, Portfolio Manager at Securian Asset Management



*Past performance is not a guarantee of future results. The viewer should not assume that an investment in the securities classes discussed was or will be profitable. These discussions are not recommendations to buy or sell securities classes.