SVC

 

Stable Value Consultants

Stable Value Consultants was started by  Chris Tobe, CFA a well known stable value expert.   Stable Value Consultants is a niche firm that will do project, hourly, and retainer consulting for plans, collective trusts and the stable value industry along with expert witness work.  The firm is set up to help plans minimize their liability in their stable value option, by evaluating and doing due diligence on the current structure, or by assisting in manager searches and transitions.   Tobe has worked recently with a number of large DC plans and has been quoted in the Wall Street Journal and Barron’s on Stable Value. He provided written testimony on stable value to DOL’s ERISA advisory committee and testified in person at the joint SEC-DOL hearing on Target Date Funds in Summer of 2009. He has over 24 years of experience working with DC Plans working as a consultant, money manager and regulator. He is a Trustee for the Kentucky Retirement Systems and served as a Sr. Consultant for BCAP & NEPC. For nearly 7 years he served as a director for the Pension & Savings Group of AEGON InstitutionalMarkets, where he was responsible for a number of major relationships with the over $40 billion wrapped stable value book. Tobe met with DOL officials and authored the AEGON comment letter on the QDIA in 2006. He has served on a number of committees of the Stable Value Investment Association (SVIA) including a stint as the editor of Stable Times magazine. He has spoken at a number of SVIA conferences and national conferences such as IFEBP, NAST, CIEBA and NAGDCA on stable value and other DC investments . He holds a BA in Economics from Tulane University, and an MBA in Finance from Indiana University – Bloomington. He is the past president of the CFA Society of Louisville and a 10 time grader for the CFA exam. He also works in specialty areas such as Investment Fees, COLI BOLI, Securities lending, hedge funds, private equity, ERISA fee compliance  and in specialized structures like collective investment trusts.