Alan's experience covers retirement plans, college prepaid tuition and savings plans, endowments, foundations, and insurance organizations. He specializes in the development of capital markets assumptions and investment policy. Alan performs asset/liability studies, including stochastic modeling, helping plan sponsors to develop investment and funding strategies and manage financial risk. He also performs valuations of employee stock options.
Professional activities
Alan serves on Milliman's Investment Oversight Committee and is the Chair of Milliman's Capital Markets Committee. He is a frequent speaker on pension and investment topics, having addressed many groups, including:
- National Association of State Treasurers
- International Foundation of Employee Benefit Plans
- Government Finance Officers Association
