Panel Discussion on Investment Related Issues: Lifting the Veil on Stable Value Funds

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BPAS

Empresariales Economía y finanzas

Partner Conference 2014
Lifting The Veil On Stable Value
Panelists:
Jim Roche – The Standard | Marian Marinack – Federated
Speaker – Prudential | Moderated by: Gregory Woods – BPAS

Partner Conference 2014
Agenda
I. Introduction of Panelists
II. Brief description of Panelist funds
a. Underlying Assets
b. Effective Duration
c. Asset Allocation
d. Wrap Provider
III. Product Types and Where They Can Be Used (403b)
a. General Account Products
b. Collective Funds
c. Separate Accounts

Partner Conference 2014
Agenda
IV. Termination Provisions
a. Market Value Adjustment
b. Puts – 12 month, 24 month
V. Interest Rate Environment
a. Effects on Yield, MVA, Wrap Capacity
b. What Innovations/Changes On the Horizon
VI. What’s On the Horizon?
a. Rule changes for Collective Funds?
b. Loosening Competing Fund Restrictions?

Partner Conference 2014
Overview of Funds

Partner Conference 2014
Contact
Greg Woods
BPAS
gwoods@bpas.com
6

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Panel Discussion on Investment Related Issues: Lifting the Veil on Stable Value Funds

1. Partner Conference 2014 Lifting The Veil On Stable Value Panelists: Jim Roche – The Standard | Marian Marinack – Federated Speaker – Prudential | Moderated by: Gregory Woods – BPAS

2. Partner Conference 2014 Agenda I. Introduction of Panelists II. Brief description of Panelist funds a. Underlying Assets b. Effective Duration c. Asset Allocation d. Wrap Provider III. Product Types and Where They Can Be Used (403b) a. General Account Products b. Collective Funds c. Separate Accounts

3. Partner Conference 2014 Agenda IV. Termination Provisions a. Market Value Adjustment b. Puts – 12 month, 24 month V. Interest Rate Environment a. Effects on Yield, MVA, Wrap Capacity b. What Innovations/Changes On the Horizon VI. What’s On the Horizon? a. Rule changes for Collective Funds? b. Loosening Competing Fund Restrictions?

4. Partner Conference 2014 Overview of Funds

5. Partner Conference 2014 Questions?

6. Partner Conference 2014 Contact Greg Woods BPAS gwoods@bpas.com 6

Panel Discussion on Investment Related Issues: Lifting the Veil on Stable Value Funds

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Panel Discussion on Investment Related Issues: Lifting the Veil on Stable Value Funds