President's Dashboard



 

Traffic Light Key:

Red Light: Needs Board Assistance

Red Light:
Needs Board Assistance

Yellow Light: Needs Refinement

Yellow Light:
Needs Refinement

Green Light: On Target

Green Light:
On Target

 

Financing for Future Growth

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We will conduct a mid-year review of PPI's budget with a continued focus on expense management and revenue generation -- and diversification.  Very strong registration for the Summer Roundtable points to positive bottom-line financial results for this program.

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In terms of reaching our revenue diversification goals, I will be sending out Asia Roundtable sponsorship solicitation letters during the coming week, and will be following up with key prospects thereafter.  Thanks to Tak for his assistance in identifying targets in Japan.

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PPI is now registered with the CFA Institute as an Approved Provider of continuing education programs.  PPI Members with CFA charter attending our roundtables will receive continuing education credits.


Strategic Planning for the Future

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The Strategic Plan process remains on track.  The entire PPI staff is engaged in the drafting of the plan, which will be shared with the Executive Committee in the lead-up to its June 29 meeting. The full draft plan will be sent to the full Board by July 6, for discussion at the Board meeting on July 22.


Programs

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The Program Committee met on May 21 and discussed the upcoming Summer Roundtable, the Asia Roundtable, and possible themes for 2016.  

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Speakers for the Summer Roundtable are 90% finalized and we will be looking to complete the process by mid-June.

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The Program Committee, with the leadership of Adrian and Tak, are beginning preparations for Tokyo.  We have confirmed keynote remarks by Parag Khanna, with the support of Sheila Patel and Joseph Konzelmann of Goldman Sachs. Additionally, Tak and I have secured the partnership of GPIF and confirmed participation by Takahiro Mitani, president, and Hiromichi Mizuno, CIO.  Tak has also been instrumental in securing the endorsement of PPI's October program by the Ministry of Health, Labor and Welfare, including possible participation by the minister.

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The dates for PPI's Southeast Asia Pension Systems Program, offered in partnership with the ADB, have been confirmed for September 3-4 in Bangkok.

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I will travel to Qingdao to deliver a keynote address before the Asset Management Association of China (AMAC).  Connected to us by Melissa Ma, AMAC is the new regulator of the Chinese asset management industry, which falls under the purview of the Chinese Securities Regulatory Commission, (CSRC).  I met with the AMAC leadership on during my trip to Beijing and the vice chair will be attending the Summer Roundtable.  This is an exciting new membership prospect.


Membership

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As of June 3, there are 20 prospective members who have registered or expressed their intention to register for the summer roundtable.  13 are prospective plan sponsor members.

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A PPI Fellows Program, which will support the travel and lodging costs for plan sponsor organizations that demonstrate need, will be rolled out in mid-June.  The program will be in place for the 2015 Asia Roundtable.

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Vietnam Social Security has approached PPI with a request to develop a North American study tour for eight delegates including the new director general.


Legacy Video Project

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Editing to wrap up before the July 4th holiday in the U.S.

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Videographer collaborating with branding team to ensure alignment with the brand evolution.

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Screening for attendees of the Summer Roundtable will be on Thursday evening, July 23, to be followed possibly by a ceremony to confer Lifetime Membership to some founding members.


Branding Project

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Final draft of the brand foundations (mission, vision, tagline, principles and other "About PPI" language) has been delivered and will be presented to the Executive Committee at the June 29 meeting. The mission and vision statements were shared earlier with the draft strategic plan document.

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Added logo design to the scope of the brand development so that we can deliver a more complete branding suite for Executive Committee and Board approval.

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Branding and video teams collaborating on the legacy video to ensure the video's alignment with the new brand.

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Looking forward to the staff's implementation of the brand after July, we are in negotiations with the branding team to provide templates and tools to make the rollout smoother and at the expected high level.