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Events

WEBINAR - Target-Date Retirement Funds:
The New Defined Contribution Battleground
December 1, 2009  •  Online


MFEA will host an exclusive member Webinar on Tuesday, December 1, at 1:00 pm EST,  presented by David Bauer, Founding Partner at Casey Quirk. Bauer will share the findings of his firm's November 2009 whitepaper, Target-Date Retirement Funds: The New Defined Contribution Battleground, which outlines success factors required to gather assets successfully in the rapidly changing defined contributions marketplace. Learn why customization, indexation and decumulation are all themes reshaping target-date products, estimated to grow eightfold in size within the next decade.

David is a founding partner of Casey, Quirk & Associates and he has been in the investment management industry since 1989 as a consultant and portfolio manager. As a consultant, he has advised the management teams of over 100 organizations on business strategy, distribution strategy, investment capability assessment and development, business start-ups, market intelligence, and research. David’s consulting experience and expertise includes: defined contribution, fixed income investing, fund of hedge funds, hedge funds, international/global equity, real property and REITs, socially responsible investing, timber management, U.S. institutional and retail markets, U.K. institutional and retail markets, and European institutional and retail markets. David is a frequent industry speaker and is often quoted in industry publications, including The Wall Street Journal, The Economist Intelligence Unit, Pensions & Investments, FundFire, and Ignites. Prior to founding Casey Quirk, David was a management consulting Director at Barra Strategic Consulting Group and an Associate Director at RogersCasey, where he was a pension consultant focused on defined contribution plans. Before attending business school, he was the Senior Research Team Leader at Greenwich Associates for U.S. and U.K. asset management clients and an Assistant Treasurer at Bankers Trust Investment Management, managing short-term fixed income portfolios. David also has experience marketing consumer-packaged goods as a Product Manager at Playtex Products Inc. David earned an MBA from Duke University’s Fuqua School of Business and holds a  Bachelors of Arts in Economics from Tufts University. He is currently a member of the Boston Investment Professionals Advisory Board.