Pacific Global Advisors’ CEO Cited by Institutional Investor Magazine as One of the Pension Industry’s Top Leaders

  Pacific Global Advisors’ CEO Cited by Institutional Investor Magazine as One
  of the Pension Industry’s Top Leaders

    David Oaten Recognized for Thought Leadership and Innovative Solutions

Business Wire

NEW YORK -- November 20, 2013

Pacific Global Advisors, an advisor to major corporate pension plans, today
announced that David Oaten, CEO, has been named to “The 2013 Pension 40,”
Institutional Investor’s annual list of the most influential industry and
policy leaders in the debate to decide the future of U.S. pension plans.

Mr. Oaten represents one of a select few pension advisors recognized. The list
includes national luminaries, such as U.S. Senator Orrin Hatch; BlackRock CEO
Laurence D. Fink; Hon. Rahm Emanuel, Mayor of Chicago; and Ms. Randi
Weingarten, President of the American Federation of Teachers.

“I am both humbled and proud to be included in such distinguished company,”
Mr. Oaten stated. “The breadth of the people, organizations, and companies on
this list underscores the need for creative solutions and new thinking around

Mr. Oaten was cited for his thought leadership and innovation on critical
pension-related topics, such as on- and off-balance sheet de-risking solutions
for corporate pensionplans.

“Increased market volatility, low interest rates, and demographics are just
some of the factors that have changed the pension landscape so dramatically in
the last eight years,” Mr. Oaten said. “Plan sponsors and fiduciaries need to
explore new approaches.”

About Pacific Global Advisors:

Pacific Global Advisors provides customized solutions and implementation
services for institutional investors with a focus on corporate defined-benefit
pension plans.

Mr. Oaten led the launch of the business that would become Pacific Global
Advisors while at J.P. Morgan in 2005 as well as its subsequent acquisition by
Pacific Life in 2011. Headquartered in New York, Pacific Global Advisors is at
the forefront of pension-plan investment and risk-management innovations and
is recognized for bringing a corporate finance and capital markets orientation
to defined benefit plans. The firm successfully obtained Department of Labor
Advisory Opinion 2006-08A, which catalyzed the use of liability-driven
investing (LDI) approaches to managing defined-benefit pension assets.


Rooney & Associates
Marion Janic, 212-223-4017
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