In the Media

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October 2007	Lynda Sandersen and Keith Hocter spoke at the 2007 PSCA National Conference on conducting effective meetings with investment managers. Click here for a copy of the slides.
March 2007	Keith Hocter spoke at the U.S. Pensions Summit in Colorado Springs on the basics of Liability-Driven Investing. Click here for a copy of the slides.
February 2007	Keith Hocter was quoted in a Workforce Management magazine article on benchmarking and evaluating lifecycle funds. The article, "Doing the homework on lifecycle funds" by Jessica Marquez, ran in the February 26 issue. Subscribers can access the article at www.workforce.com.
October 2006	Keith Hocter was quoted in a Pensions & Investments article on the meltdown of hedge fund manager Amaranth. The article, "All talk, no action so far for Amaranth clients" by Christine Williamson ran in the October 2 issue. Online subscribers to P&I can click here to access the article.
May 2006	Keith Hocter was quoted in a Pensions & Investments article on forming and maintaining an effective Investment Committee. The article, "New Attention Being Showered on Investment Panels" by Gregory Crawford ran in the May 1 issue. Online subscribers to P&I can click here to access the article.
October 2005	Keith Hocter participated in a panel at the P&I Defined Contribution Conference in San Francisco, covering best practices in the vendor RFP and search process. The panel included consultants from other nationally recognized firms. Click for a one-page summary entitled "Tips for a Successful Vendor Search".
September 2005	Consultant Lynda Sandersen spoke at the 2005 PSCA Conference in San Diego on "Managing the Demise of Defined Benefit." Her presentation outlined ways that plan sponsors can replicate the advantages of DB plans for employees while shedding the investment risk for the organization. Click here to access the slides.
September 2005	At the 2005 NAGDCA conference for government defined contribution plan sponsors, Keith Hocter spoke on products and asset allocation, focusing on investment policy issues for plan sponsors. Click here to access the slides.
April 2005	Keith Hocter spoke at a symposium on the pension funding crisis presented by the Wall Street Transcript, at the Harvard Club New York City, on April 18-19. His presentation covered the financial underpinnings of reduced pension funding and discuss strategies for plan sponsors to control funding volatility.
February 2005	Keith Hocter spoke at the 2005 East Coast Defined Contribution Conference sponsored by Pensions & Investments, Feb 23-25 in Miami. The panel's topic: Are DC Investments Meeting Sponsor and Participant Expectations?
February 2005	Keith Hocter spoke at the 2005 Investment Education Symposium sponsored by OPAL Financial Group, Feb 2-4 in New Orleans. Joined by Tim Barron (CRA RogersCasey) and Charlie Chittenden (Mellon HR Actuarial Practice) Consultants' Roundtable covered a wide range of topics of interest to pension and DC plan sponsors.
November 2004	Scott Cohen was quoted in the November issue of IOMA's DC Plan Investing on the positive impact of indexing on plan expenses. Click here to see the article.
September 2004	At the 2004 NAGDCA conference for government defined contribution plan sponsors, Keith Hocter spoke on finding, benchmarking, and negotiating fees. Click here to access the NAGDCA conference recap page and view or print the PowerPoint slides.
August 2004	Keith Hocter was quoted in Pensions & Investments on internal management compensation issues. The article, "Vote by Texas regents may lead to change in UTIMCO pay plan" by Gregory Crawford ran in the July 12 issue. Online subscribers to P&I can click here to access the article.
July 2004	Keith Hocter was quoted in Pensions & Investments on the ongoing battle for indexed assets and benchmarking between S&P and Russell. The article, "Russell Caffeinates Index War Aimed at Standard & Poor's" by Gregory Crawford ran in the July 12, 2004 issue. Online subscribers to P&I can click here to access the article.
February 2004	Bellwether Consulting sponsored the Pensions & Investments Defined Contribution/401(k) Conference, including a panel discussion moderated by Keith Hocter titled "Uncovering Embedded Fees".
December 2003	Keith Hocter was again quoted in Pensions & Investments on the mutual fund industry scandals. The article, "Funds add INVESCO to watch lists" by Gregory Crawford ran in the December 8, 2003 issue. Online subscribers to P&I can click here to access the article.
November 2003	Keith Hocter was quoted in Pensions & Investments on plan sponsor reactions to the mutual fund industry scandals. The article, "Culture Clash: Most DC plans slow to dump tainted mutual fund companies" by Fred Williams ran in the November 24 issue. Online subscribers to P&I can click here to access the article. The Bellwether Consulting focus article on hedge funds, originally published in the March 2003 issue of Market Recap, was republished for government plan sponsors in the Fall 2003 issue of the NAGDCA newsletter, The Contributor.
October 2003	Keith Hocter moderated a panel discussion on the future of the 401(k) at the Pension & Investments Annual Defined Contribution West Coast Conference. Panelists included Ted Benna of the 401(k) Association, Bruce Lasko from Avaya, and Jim McCool from Charles Schwab.
September 2003	At the 2003 NAGDCA conference for government defined contribution plan sponsors, Keith Hocter co-hosted a table topics session on best practices in plan governance.
June 2003	The Forbes Radio Channel on American Airlines premiered its business ethics show, featuring Steve Forbes and other business and government leaders. Click to hear Keith Hocter's interview on retirement plan issues.
February 2003	Scott Cohen and Bellwether Consulting were mentioned in Joe Connolly's WSJ online column, and on the CBS Radio Small Business Report. Click here to read the column.
November 2002	The American Institute for Economic Research (AIER) published Keith Hocter's article, Pension Woes Linger, in it's November Research Report. Click here to read the column.
August 2002	Keith Hocter's book, Setting the Table, provides practical advice to investment decision-makers sponsoring 401(k) or other employee-directed plans. Available at xlibris.com. Click to view the press release or read an excerpt.