H2C Perspectives: Arbitrage Opportunity for Underfunded Defined Benefit Pension Plans
Presenter: Jamie Sullivan, H2C
Friday, April 20, 2018 from 12:00 PM - 1:00 PM EDT
The VA-DC HFMA chapter will host a free webinar on Friday, April 20, 2018. This session will invite organizations that offer defined benefit pension plans to consider options for addressing funding challenges and de-risking strategies. It will review premium savings scenarios and include multiple case study examples for various financing and de-risking options.
Jamie Sullivan of H2C will lead the discussion with the following:
Learning Objectives
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Identify financing alternatives for underfunded pension plans.
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Understand the potential value to plan sponsors of offering lump-sum payments to, or purchasing annuities for, recipients with modest benefits.
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Evaluate PBGC premium costs relative to borrowing costs for underfunded pension plans.
To download Jamie's recent article on pension obligation bonds, "H2C Perspectives: Pension Obligation Bonds: Abritrage Opportunities for Underfunded Pension Plans," click the article icon or click here.
Jamie Sullivan is a Managing Director in the NY office of H2C. With over twenty years of healthcare banking experience, Ms. Sullivan provides strategic advisory, merger and acquisition advisory, and capital markets services to a broad range of healthcare organizations.
Prior to joining H2C, Ms. Sullivan was a Managing Director in the Health Systems Group at Cain Brothers LLC, where she provided advisory services to a variety of healthcare clients. Ms. Sullivan is experienced in providing strategic capital planning and capital markets advisory services, including a special focus on assessments for pension obligation bonds and EMR financings, as well as sell side, buy side and partnership M&A strategies.
ABOUT HAMMOND HANLON CAMP LLC
Hammond Hanlon Camp LLC (“H2C”) is an independent strategic advisory and investment banking firm committed to providing superior advice as a trusted advisor to healthcare companies and related organizations throughout the United States. H2C’s professionals have a long track record of success in healthcare mergers & acquisitions, capital markets, real estate and restructuring transactions, acting as lead advisors on hundreds of transactions representing billions of dollars in value. Hammond Hanlon Camp LLC offers securities through its wholly-owned subsidiary H2C Securities Inc., member FINRA/SIPC. For more information, go to h2c.com.
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