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Thursday, November 9, 2017

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Registration Available: NASP/Callan LLC Webinar
Event Details
Date(s): November 9, 2017
Time: All Day
Virtual/Online via GoToWebinar
Event Website:
Organization Details
Organization: NASP
Contact Name: Farzin Khan
Contact Email:
Sponsor Information
Sponsor: Callan Associates

The NASP Webinar Series seeks to further NASP's mission to serve as a resource for the financial services industry by facilitating fundamental educational seminars. NASP is pleased to collaborate with Corporate Partners to share information about current trends in the financial markets and to enhance engagement with NASP members. 

The Ins and Outs of White Label Funds with Callan LLC
In this webinar, Callan experts Rod Bare, Jay Kloepfer, and James Veneruso will discuss the advantages of white label funds. Highlighting key findings from their paper, "White Label Funds: A No-Nonsense Design Handbook," recently published in the Journal of Retirement, the three will discuss these vehicles, which are generic investment structures that use a mix of underlying funds and which are a compelling way to offer active management in defined contribution (DC) plans. 
Webinar attendees will learn about:
  • How white label funds provide a simple but rich exposure to an asset class
  • What the benefits are for DC participants
  • Which extra resources are required to implement them successfully
  • How to design and package these funds
Webinar Presenters:
  • Rod Bare, Senior Vice President, Chicago Fund Sponsor Consulting, Callan
  • Jay Kloepfer, Executive Vice President and Director of Capital Markets Research, Callan
  • James Veneruso, CFA, CAIA, Senior Vice President and DC Consultant, NJ Fund Sponsor Consulting, Callan
Attendees will have the opportunity to pose questions to the panelists.

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