Chris Brockmeyer's guest appearances

Chris Brockmeyer

Capital Allocators – Inside the Institutional Investment Industry

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Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Join us in this informative and insightful episode as Chris shares how he navigates his role, serving as the Employer Co-Chair on 11 multi-employer pension funds, 6 health funds and 6 annuity/401(k) funds with approximately $9 Billion in assets, covering 140,000 current or future retirees and providing health care coverage for more than 31,000 employees, plus dependents, in the entertainment industry. Chris shares his experience working with both investment consultants and Outsourced CIOs, as well as his work with asset managers across traditional and alternative asset classes. Throughout the conversation, Chris guides us through his philosophy on negotiating and relationship management from the perspective of both unions and employers. If you’re looking to better understand the Taft Hartley landscape, be sure to tune into this episode. 

Chris Brockmeyer is the Director of Employee Benefit Funds for the Broadway League, the national trade association for the Broadway theatre industry. Join us in this informative and insightful episode as Chris shares how he navigates his role, serving as the Employer Co-Chair on 11 multi-employer pension funds, 6 health funds and 6 annuity/401(k) funds with approximately $9 Billion in assets, covering 140,000 current or future retirees and providing health care coverage for more than 31,000 employees, plus dependents, in the entertainment industry. Chris shares his experience working with both investment consultants and Outsourced CIOs, as well as his work with asset managers across traditional and alternative asset classes. Throughout the conversation, Chris guides us through his philosophy on negotiating and relationship management from the perspective of both unions and employers. If you’re looking to better understand the Taft Hartley landscape, be sure to tune into this episode.

Dakota Live! Podcast: Listening to Many with Chris Brockmeyer, Director of Employee Benefits for the Broadway League

Chris Brockmeyer is the Director of Employee Bennefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.  Chris serves as an employer-appointed trustee, in most cases as Co-Chair, on eleven multi-employer pension funds, seven health funds and four annuity/401(k) funds with approximately $7 billion in assets. For 11 years, Chris has artfully navigated delicate relationships across unions and employers and was honored for his great work by Institutional Investor magazine with the 2014 award for Taft-Hartley Plan of the Year.  Before arriving at the Broadway League in 2007, Chris worked on both sides of the table – first representing employees in eight years of work for performer’s unions and then seven years representing employers as Director of Labor Relations at Live Nation/Clear Channel Entertainment. Our conversation dives into the tricky governance dynamics of Taft-Hartley boards, including their challenging regulatory structure, keeping the peace among constituents, setting investment objectives, strengths and weaknesses of a slow-moving decision-making body, best and worst in relationships with investment consultants, and OCIOs as a governance solution. Those struggling with governance challenges will take a step back and admire Chris’ dexterity in working productively with an ostensibly untenable set of circumstances.   Learn More Join Ted's mailing list at CapitalAllocatorsPodcast.com Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast   Show Notes 2:08 – Chris’s background and how that led him to a job on Broadway. 4:59 – Key skills that make Chris effective at his job 5:44 – Current role at the Broadway League 7:10 – What makes an effective board and a less effective board 10:25 -  How do Chris and these various boards set out the investment objectives. 12:41 – What needs to change in Taft-Hartley plans 16:48 – The regulation of the Taft-Hartley Plan Boards 20:25 – Strengths and weaknesses of the consulting relationships 24:20 – How do discussions about increasing benefits translate into investment risk 27:17 – How wide is the range of asset allocation across all of the plans 29:05 – How do you explain expected rate of return assumptions in the current environment 31:15 – What are the strengths that Chris has seen in successful investment consultants 32:40 – Chris’s core investing beliefs and how much he can influence these boards with them 35:31 – Are there places where the governance of Taft-Hartley plans could be improved 39:31 – Switching to OCIOs 41:32 – Would they ever go back to a regular consultant from an OCIO 42:59 – Other areas that have similar governance struggles 45:06 – What happens when Chris comes up with an investment idea 46:30 – Any concern that Chris’s team is working with only average OCIO’s or consultants as they look to scale up and attract larger funds   48:59 – Closing Questions

Chris Brockmeyer is the Director of Employee Bennefit Funds for the Broadway League, the national trade association for the Broadway theatre industry.  Chris serves as an employer-appointed trustee, in most cases as Co-Chair, on eleven multi-employer pension funds, seven health funds and four annuity/401(k) funds with approximately $7 billion in assets. For 11 years, Chris has artfully navigated delicate relationships across unions and employers and was honored for his great work by Institutional Investor magazine with the 2014 award for Taft-Hartley Plan of the Year.  Before arriving at the Broadway League in 2007, Chris worked on both sides of the table – first representing employees in eight years of work for performer’s unions and then seven years representing employers as Director of Labor Relations at Live Nation/Clear Channel Entertainment. Our conversation dives into the tricky governance dynamics of Taft-Hartley boards, including their challenging regulatory structure, keeping the peace among constituents, setting investment objectives, strengths and weaknesses of a slow-moving decision-making body, best and worst in relationships with investment consultants, and OCIOs as a governance solution. Those struggling with governance challenges will take a step back and admire Chris’ dexterity in working productively with an ostensibly untenable set of circumstances. Learn More Join Ted's mailing list at <a href="http://capitalallocatorspodcast.com" rel="nofollow" target="_blank">CapitalAllocatorsPodcast.com</a> Write a review on <a href="https://itunes.apple.com/us/podcast/capital-allocators-with-ted-seides/id1223764016" rel="nofollow" target="_blank">iTunes</a> Follow Ted on twitter at <a href="http://www.twitter.com/tseides" rel="nofollow" target="_blank">@tseides</a> For more episodes go to <a href="http://capitalallocatorspodcast.com/podcast" rel="nofollow" target="_blank">CapitalAllocatorsPodcast.com/Podcast</a> Show Notes 2:08 – Chris’s background and how that led him to a job on Broadway. 4:59 – Key skills that make Chris effective at his job 5:44 – Current role at the Broadway League 7:10 – What makes an effective board and a less effective board 10:25 -  How do Chris and these various boards set out the investment objectives. 12:41 – What needs to change in Taft-Hartley plans 16:48 – The regulation of the Taft-Hartley Plan Boards 20:25 – Strengths and weaknesses of the consulting relationships 24:20 – How do discussions about increasing benefits translate into investment risk 27:17 – How wide is the range of asset allocation across all of the plans 29:05 – How do you explain expected rate of return assumptions in the current environment 31:15 – What are the strengths that Chris has seen in successful investment consultants 32:40 – Chris’s core investing beliefs and how much he can influence these boards with them 35:31 – Are there places where the governance of Taft-Hartley plans could be improved 39:31 – Switching to OCIOs 41:32 – Would they ever go back to a regular consultant from an OCIO 42:59 – Other areas that have similar governance struggles 45:06 – What happens when Chris comes up with an investment idea 46:30 – Any concern that Chris’s team is working with only average OCIO’s or consultants as they look to scale up and attract larger funds 48:59 – Closing Questions

Chris Brockmeyer – On Broadway (Capital Allocators, EP.47)