Please check back soon for upcoming speaking engagments.

Recent Events

July 16, 2013
Craig Israelsen and Joe Nagengast, Partners at Target Date Analytics, guest present on MidAtlantic’s InfoXchange. The webinar, Target Date Funds: Anamolies, Myths and Milestones, identified the issues advisors and retirement professionals need to focus on as they set about to perform due diligence on target date funds.

May 2013
Target Date Analytics and BrightScope release Popping the Hood VI, An Analysis of Target Date Fund Families. With information on 48 fund families, Popping the Hood VI provides critical scoring and evaluation of the issues retirement plan professionals need to know to evaluate target date funds.

March 19, 2012
Joe Nagengast delivers at ASPPA 401(k) Summit in New Orleans
Joe Nagengast, prinicipal of Target Date Analytics LLC, and Brad Campbell, of the law firm of Drinker Biddell, and former Secretary of Labor for Employee Benefit Security Administration, spoke to an attentive audience at the ASPPA 401(k) Summit about new developments in and challenges to target date funds in 401(k) plans.

November 2-4, 2010
“Target Date Funds: Pros and Cons,” Institutional Investor Conference.
Craig Israelsen, New York, NY

October 27, 2010
“Congressional and Regulatory Changes to Target Date Funds,” a Bureau of National Affairs Webinar.
Joe Nagengast with Marcia Wagner of Wagner Law Group

September 21-22, 2010
Becoming an Independent Fiduciary Symposium. “Target Date Funds: A Historical & Fiduciary Perspective, and a Sensible Index Approach.”
Craig Israelsen, Boise, ID

July 14, 2010
CalSTRS selects Target Date Analytics and BrightScope OnTarget Indexes to benchmark and monitor the target date portfolios of the California State Teachers Retirement System-Pension2.
San Diego, CA
read press release

June 2-3, 2010
FPA – Northern California, “Building a Better Balanced Core”
Craig Israelsen, San Francisco, CA

May 25-26, 2010
Becoming an Independent Fiduciary Symposium. “Target Date Funds: A Historical & Fiduciary Perspective, and a Sensible Index Approach.”
Joe Nagengast, New York

April 12-13, 2010
Inside ETFs-Europe Conference, “Building Low Correlation ETF Portfolios”
Craig Israelsen, Amsterdam

April 20-21, 2010
American Association of Individual Investors, “Building Durable Retirement Portfolios”
Craig Israelsen, Miami, FL

February 23-24, 2010
Becoming an Independent Fiduciary Symposium. “Target Date Funds: A Historical & Fiduciary Perspective, and a Sensible Index Approach.”
Joe Nagengast, Phoenix, AZ