Topics

• As retirement systems shift from Defined Benefit (DB) to Defined Contribution (DC), the responsibility for generating sustainable retirement income has increasingly moved from employers to individuals. At the same time, many Americans are under-saving and currently have limited access to differentiated sources of return.
  
  In this session, Rebecca Tadikonda (Partner, Apollo & CEO, Vitera) and Stephen Ulian (Managing Director, Apollo & Head of Apollo’s DC business) will examine this structural challenge and discuss how DC portfolios can evolve to help address participants’ long-term income needs.
  
  In this class, Rebecca and Stephen cover:
  
  • The modern retirement challenge: longevity risk, sequence-of-returns risk and income uncertainty
  • The limitations of public markets alone in delivering sufficient diversification and return potential
  • “Auto-income” as a potential next evolution in DC plan design
  • The strategic case for integrating private markets exposure with guaranteed income solutions