Press & Media
Objective, conflict-free commentary on retirement plan governance, investment decision-making, and target-date funds for journalists and event organizers.
Request the Media KitWhat Brian can speak to
Why two target-date funds with the same year can behave so differently; how default investments are chosen and governed; sequence-of-returns risk near retirement; how behavioral bias shapes retirement plans; and ESG's effect on investor behavior. Several are taken up in Brian's essays.
Media kit
A downloadable one-sheet with Brian's biography, headshots, cover art for his book, The Retirement Black Box, suggested interview questions and a book synopsis is in preparation. Until it is ready, request materials through the contact form.
Selected work and coverage
- "The Future of Target-Date Funds," interview, 401k TV, November 16, 2016 (then Head of Institutional Portfolio Management, Fidelity Investments)
- "Effective Plan Design and Glide Path Choices Can Help Drive Better Outcomes," BenefitsPRO, 2016 (with K. Taylor and A. Shaw)
- "Using Regime-Based Analysis to Build a Resilient Glide Path," Fidelity Leadership Series, 2017
- "Does ESG Matter to Investors?" Global Finance Journal, 2023
For event organizers
Recent invited presentations include the Chicago Fiduciary Forum (2026) and the Boston Fiduciary and Investment Lunch & Learn (2024, 2025). Committee-education sessions and keynotes are part of Brian's advisory work.
Let's Talk
Questions about a fund lineup, an event you're planning, or a story you're working on. Send a note and Brian will get back to you.