Meeting Dates and Agendas

Meeting Dates for 2019


March 12, 2019 – The Yale Club

Mar 2019 (PDF)

June 11, 2019 – Metlife

September 17, 2019 The Yale Club

December 10, 2019 – The Yale Club

Meeting Information

Meetings are held quarterly in New York City, frequently at the Yale Club just outside Grand Central Station. Meeting dates are determined a year in advance. Agendas are sent to all members approximately three weeks before the meeting. Members are asked to RSVP to meeting and subsequent networking lunch.

Meetings are topical and revolve around a theme that is important to today's investment executive. Pension Group East attracts the industry's best and most influential speakers. Since no media are invited to PGE meetings, members and speakers are free to speak "off-the-record". This allows for a free flow of ideas and comments not found at other conferences or meetings.

Previous speakers have included:

  • Pete Peterson – Peter G. Peterson Foundation
  • Jamie Dimon – JP Morgan Chase
  • Laurence D. Fink – BlackRock
  • Jeremy Grantham - GMO
  • Dr. Thomas Mackell Jr. – Federal Reserve Bank of Richmond
  • William Clark – Director of Investments, State of New Jersey
  • Michael L. Davis – Employee Benefits Security Administration US Dept of Labor

Past topics have included:

  • Legal changes effecting defined benefit plans
  • Economic forecasts
  • Changes to defined contribution plans
  • Risk analysis
  • An in-depth look at asset classes including traditional and alternative
  • Fellow member presenting real-life challenge and the resolution

Past Agendas

Past Agendas

Dec 2018 (PDF)

Sep 2018 (PDF)

Jun 2018 (PDF)

Mar 2018 (PDF)

Dec 2017 (PDF)

Sep 2017 (PDF)

Jun 2017 (PDF)

Mar 2017 (PDF)

Dec 2016 (PDF)

Sep 2016 (PDF)

Jun 2016 (PDF)

Mar 2016 (PDF)

Dec 2015 (PDF)

Sep 2015 (PDF)

Jun 2015 (PDF)

Mar 2015 (PDF)

Dec 2014 (PDF)

Sep 2014 (PDF)

Jun 2014 (PDF)

Mar 2014 (PDF)

Dec 2013 (PDF)

Sep 2013 (PDF)

Jun 2013 (PDF)

Mar 2013 (PDF)

Dec 2012 (PDF)

Sep 2012 (PDF)

Jun 2012 (PDF)

Mar 2012 (PDF)

Dec 2011 (PDF)

Sep 2011 (PDF)

Jun 2011 (PDF)

Mar 2011 (PDF)

Dec 2010 (PDF)

Sep 2010 (PDF)

Jun 2010 (PDF)

Mar 2010 (PDF)

Dec 2009 (PDF)

Sep 2009 (PDF)

Jun 2009 (PDF)

Mar 2009 (PDF)

Agenda Suggestions

To suggest agenda items for an upcoming meeting, please email