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:
Identify financing alternatives for underfunded pension plans.
Understand the potential value to plan sponsors of offering lump-sum payments to, or purchasing annuities for, recipients with modest benefits.
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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