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Saving for Now, Later, and a Lifetime: A Summit on the Foundational Role of Liquid Savings
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The 2021 Aspen Leadership Forum on Retirement Savings: Making Retirement Savings Part of an Equitable Recovery
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On April 15, 2021, the
Aspen Leadership Forum on Retirement Savings is kicking off its fifth convening with a free, public dialogue on how retirement savings must be part of an equitable recovery from COVID-19. We invite policymakers, the private sector (record keepers, asset managers, plan sponsors, consultants, fintech), academia, nonprofits, and advocates to join us in a dialogue designed to accelerate the development of a truly inclusive savings system.
Attendees will receive:
New insights from a nationally representative survey by the Aspen Institute Financial Security Program, DCIIA Retirement Research Center, Morningstar, and NORC at the University of Chicago on how Americans relied on retirement savings, emergency savings, and debt strategies to cope with income loss during 2020
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HoldCo Asset Management, LP and its managed funds (collectively, “HoldCo”), which own 4,049,816 shares of common stock of Boston Private Financial Holdings, Inc. (NASDAQ: BPFH) (“Boston Private,” “BPFH,” or the “Company”), representing approximately 4.9% of the Company’s outstanding shares, today announced that it has submitted a notice of its intention to nominate up to five highly-qualified candidates for election to the Boston Private Board of Directors (the “Board”).
Vik Ghei and Michael Zaitzeff, Co-Founders of HoldCo, said, “We agree with the Board of Boston Private that the best way to maximize value for shareholders is to pursue a sales process. It is critical, however, that any such process be carried out with integrity and appropriate oversight. Based on what we know at this stage, we do not believe that this was true of the process that led to Boston Private’s agreement