Ron Surz

Ron Surz Email and Phone Number

Author of Fixing Target Date Funds @ Target Date Solutions
San Clemente, CA, US
Ron Surz's Location
San Clemente, California, United States, United States
Ron Surz's Contact Details
About Ron Surz

Possible rewritten summary and headlines:President @ Target Date Solutions | Inventor of Safe Landing Glide PathRetirement Planning Expert | Co-Host of Baby Boomer Investing ShowEducating and Advising Investors for Over 40 YearsI am the President of Target Date Solutions, a leading-edge company that offers personalized target date accounts for retirement savers. I have over 40 years of experience in investment management and financial risk management, and I am the inventor of the patented Safe Landing Glide Path, a unique approach that integrates modern portfolio theory and liability-driven investing to protect and grow retirement savings.I am also passionate about educating and advising baby boomers on how to navigate the perilous decade of the 2020s. I co-host the Baby Boomer Investing Show, a live-streaming program that covers topics such as retirement planning, investment strategies, and risk management, based on my extensive research and publications. I also offer online courses on financial education through LearnFormula.com, and I am an educator at Age Sage Education, where I share my insights and expertise with a wider audience. My mission is to help millions of plan participants and individual investors achieve their financial goals.

Ron Surz's Current Company Details
Target Date Solutions

Target Date Solutions

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Author of Fixing Target Date Funds
San Clemente, CA, US
Ron Surz Work Experience Details
  • Target Date Solutions
    Author Of Fixing Target Date Funds
    Target Date Solutions
    San Clemente, Ca, Us
    View
  • Soteria Personalized Target Date Accounts
    Developer
    Soteria Personalized Target Date Accounts Jan 2023 - Present
    Leading edge Qualified Default Investment Alternative (QDIA) blends target date funds with managed accounts.
  • Learnformula
    Course Instructor
    Learnformula Feb 2022 - Present
    Markham, Ontario, Ca
    Financial education for everyone, especially baby boomers. https://learnformula.com/search?type=courses&q=ron%20surz
    View
  • Baby Boomer Investing Show
    Co-Host
    Baby Boomer Investing Show Feb 2020 - Present
    The Baby Boomer Investing Show is live streaming on YouTube and LinkedIn every other Tuesday. Google it please
  • Age Sage Education
    Educator
    Age Sage Education Aug 2017 - Present
    Age Sage is financial education that integrates age with risk. Robos advisors generally provide risk-based models only. Risk has different meaning for different ages. We produce the Baby Boomer Investing Show live streaming on Facebook and YouTube https://www.targetdatesolutions.com/articles/Baby-Boomer-Library.pdf
  • Target Date Solutions
    President
    Target Date Solutions Oct 2009 - Present
    San Clemente, California, Us
    Target Date Solutions is a DBA of PPCA Inc that developed and created the patented Safe Landing Glide Path (SLGP) for target date funds. The financially engineered SLGP lands investors safely in TIPs and Treasuries at the target date and incorporates the disciplines of liability-driven investing, efficient markets, and the capital market line. The SLGP has been successfully deployed by the SMART Funds on Hand Benefits & Trust since 2008, but was discontinued in December 2021 .
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  • Ppca Inc
    President & Ceo
    Ppca Inc Jan 1992 - Present
    PPCA provides leading edge style index management and investment due diligence. It developed and owns the copyrighted Surz Style Pure Indexes and Portfolio Opportunity Distributions.
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  • Evestment Alliance
    Senior Vice President, Product Strategy
    Evestment Alliance Nov 2012 - Nov 2013
    Atlanta, Georgia, Us
    eVestment Alliance (eVestment) provides StokTrib holdings-based style and attribution analyses developed by Ron Surz. It is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.
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  • Imca®
    Board Member
    Imca® 1997 - 2006
    Wrote educational modules for performance evaluation, investment policy setting and manager search. Helped guide organization through merger with another investment consulting organization.Updated and enhanced CIMA® educational program. Hosted national conferences.
  • Roxbury Capital Management
    Managing Director
    Roxbury Capital Management 1995 - 2000
    Us
    Institutional sales for this growth stock manager during a 5-year period when assets grew from $0.5 Billion to more than $16 Billion.
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  • Glenwood
    Vp
    Glenwood 1992 - 1996
    Fund-of-funds of hedge funds, with preference for start-ups. Sold to Man Investments in 2000.
  • Becker Burke
    Principal
    Becker Burke Feb 1986 - Mar 1992
    Co-founder of this investment consulting firm responsible for all analytics -- due diligence, policy setting, etc.
  • Sei
    Svp
    Sei 1983 - 1986
    SEI acquired the consulting group of A.G. Becker in 1983. Lead consultant on all asset allocation/investment policy studies. Collectively advised to $Trillions of DB pension plan sponsors.
  • Ag Becker & Co
    Svp, Investment Policy Consulting
    Ag Becker & Co 1974 - 1983
    Director of Investment Policy Services. Advised $trilllions on asset allocation and investment policy.
  • A G Becker
    Vp, Systems Development
    A G Becker 1972 - 1974
    Developer of some the first due diligence software in the industry: performance measurement, evaluation, per groups, benchmarks, risk appraisal, etc.

Ron Surz Skills

Portfolio Management Investments Investment Management Asset Management Asset Allocation Mutual Funds Alternative Investments Hedge Funds Investment Strategies Due Diligence Financial Services Investment Advisory Equities Performance Attribution Wealth Management Funding Finance Etfs Securities Institutional Investments Fixed Income Mergers And Acquisitions Fashion Series 7 Bonds Capital Markets Pensions Asset Managment Risk Management Series 63 Retirement Financial Advisory Relationship Management Financial Markets Equity Research Wealth Management Services Investment Manager Due Diligence Strategic Financial Planning Strategic Visionary Retirement Planning Trading High Net Worth Individuals Financial Risk 401k Target Date Funds Core Mergers Separately Managed Accounts Defined Benefit

Ron Surz Education Details

  • University Of Chicago
    University Of Chicago
    Finance
  • University Of Illinois Chicago
    University Of Illinois Chicago
    Applied Mathematics

Frequently Asked Questions about Ron Surz

What company does Ron Surz work for?

Ron Surz works for Target Date Solutions

What is Ron Surz's role at the current company?

Ron Surz's current role is Author of Fixing Target Date Funds.

What is Ron Surz's email address?

Ron Surz's email address is ro****@****inc.com

What is Ron Surz's direct phone number?

Ron Surz's direct phone number is +194948*****

What schools did Ron Surz attend?

Ron Surz attended University Of Chicago, University Of Illinois Chicago.

What are some of Ron Surz's interests?

Ron Surz has interest in Collecting Antiques, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Investment Performance Attribution, The Arts, Golf, Food.

What skills is Ron Surz known for?

Ron Surz has skills like Portfolio Management, Investments, Investment Management, Asset Management, Asset Allocation, Mutual Funds, Alternative Investments, Hedge Funds, Investment Strategies, Due Diligence, Financial Services, Investment Advisory.

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