Chairman, Alameda County Employees ' Retirement Association
President, Albert & Ethel Herzstein Charitable Foundation
Coordinator of Budgets, Alcorn State University
Financial Analyst, Aramco Services Co.
President, Badge of Honor Memorial Foundation
2 Trustees, City of Baton Rouge Employees Retirement System
Chairman of the Board, BIG SPRING FIREMEN'S RELIEF & RETIREMENT FUND
Director of Internal Audit, Board of Commissioners of the Port of New Orleans
Trustee, Boca Raton (FL) Police & Fire Retirement Association
Vice President for Financial Affairs & Treasurer, Boston University
3 Trustees, Consulting Services Group, LLC
Finance Director/Trustee, Coral Gables (FL) Retirement Trust
President and CEO, CRA RogersCasey
Managing Director, Cross Border Capital
Trustee, Employees' Retirement System of Jefferson Parish
2 Trustees, Chief Executive Officer, Equitas Capital Advisors LLC
Trustee, Fraternal Order of Police-Chicago Lodge 7
Trustee/Deputy Chief, Fulton (GA) County Employees Retirement System
3 Trustees, Hammond Associates
7 Trustees,  Harbor Police Retirement System
Principal Consultant, Holbein Associates, Inc.
2 Trustees,   Houston (TX) Municipal Employees Pension System
Director of Research, Integritas Advisors, LLC (Multi-Family Office)
Administrator, Jacksonville (FL) Police & Fire Pension Fund
Secretary, Treasurer & CFO, Kemper & Leila Williams Foundation
Welfare Fund Manager, Laborers District Council Benefit Funds
Executive Director, LATEC
2 Trustees, CITY OF LAUDERHILL (FL) PENSION FUND
VP, Finance & Treasurer, Loyola University of Maryland
Assistant State Treasurer, Chief Investment Officer, State of Louisiana

16 Trustees, Louisiana Assessors' Retirement Fund
2 Trustees, Louisiana School Employees' Retirement System
Representative, Louisiana House of Representatives
Trustee, Louisiana Public Employees' Retirement System
4 Trustees, Louisiana State Employees' Retirement System
6 Trustees, Louisiana State Police Retirement System
2 Trustees, MACRS, Inc.
Executive Director, Minnesota State Board of Investment
Administrative Director, Municipal Employees' Retirement System of Louisiana
11 Trustees, New Orleans Fire Fighters Pension and Relief Fund
9 Trustees, New Orleans Municipal Employees' Retirement System
4 Trustees, New Orleans Sewerage & Water Board Pension
Executive Director for Pensions, New York City Retirement Systems
2 Trustees, President, Pendergast-Weyer Foundation
Trustee, CITY OF PINELLAS PARK FIREFIGHTER'S PENSION BOARD
Trustee, United Teachers of New Orleans Health and Welfare Fund
Managing Director, Quintessence Group, Ltd.
Director, Registrars of Voters Employees' Retirement System
VP & CFO, The Riley Foundation
Trustee, San Bernardino County Employees ' Retirement Association
Vice President, Segal Advisors, Inc
Chief Investment Officer, South Carolina Retirement Systems Investment Commission
Chief Investment Officer & Associate Professor, University of Saint Thomas
2 Trustees,  Teachers' Retirement System of Louisiana
Vice Chairman & Trustee , Texas Permanent School Fund
2 Trustees, University of Louisiana at Lafayette Foundation
Vice President for Institutional Advancement, University of the Virgin Islands Foundation

WEDNESDAY, February 14, 2007

1:00pm

Co-Chairpersons’ Welcoming Remarks

1:15

Standalone: Recent Developments in Securities Class-Action Litigation
Partner, Schiffrin & Barroway

1:45

Standalone: Fixed Income Falling Knives: Opportunity or Risk?
Director, Brandes Investment Partners L.P.

2:15

Transition Management:
This panel is designed to inform investors regarding new strategies and potential cost savings steps involving a complete, successful transition:
• Understanding the process before, during and after a transition
• Measuring commission recapture costs
• Examples of transition management at work

Moderator:
Executive Director-Administrator, Jacksonville Police & Fire Pension Fund

Panelists:
CFA, Vice President, Transition Management, Northern Trust    
Head of Transition Management for North America , JP MORGAN TRANSITION MANAGEMENT
Director Transition Management, Credit Suisse

3:15

Refreshment Break

3:30

Standalone
Principal & Consulting Actuary, Buck Consultants

4:00

Standalone: The importance of diligent credit analysis in a dynamic high-yield market
Portfolio Manager, Wells Capital Management

4:30

Investor Panel:
This panel will consist of investment officers from highly respected Public Funds and Endowments. The panelists will discuss the investment strategies and industry sectors that they expect will drive their investments in the years to come, as well as a series of key issues facing plan sponsors in the current investment environment. Topic will include:
• Can smaller funds use the strategies of larger funds and still have the same results?
• Geographically & Economically Targeted Investments what is their place a portfolio
• What degree of flexibility should the investment staff be given in the investment policy
• What are the most effective methods of educating your board in order to capitalize on using the latest investment tools and strategies?

Moderator:
Director of Private Markets, Hammond Associates

Panelists:
VP, Finance & Treasurer, Loyola University of Maryland
Chief Investment Officer, Louisiana State Employees' Retirement System
Partner & Sr. Consultant, New England Pension Consultants

5:30

Session Concludes

6:30

Cocktail Reception, Bourbon Vieux

THURSDAY, February 15, 2007

7:45am

Continental Breakfast

8:15

Co-Chairpersons’ Welcoming Remarks

8:30

Standalone
Attorney, Bernstein, Litowitz, Berger and Grossman

Session A

Session B

9:00

Ethics and fiduciary responsibility facing plan sponsors today
• Examining the Fiduciary Obligations of Trustees
• Class Action/Securities Litigation
• Key responsibility issues facing Fund Managers today
• Re-examining Trustee Ethics
• What constitutes “Conflicts of Interest”
• Changes in Investment Policy & Development

Moderator:
Trustee- Investment Chair, Louisiana State Employees Retirement System

Panelists:
Partner, Pomerantz Haudek Block Grossman &
Gross LLP
Vice President, Independent Fiduciary Services
Deputy Director , Louisiana State Employees Retirement System

Fixed Income Strategies for a New Environment
• The evolving role of fixed income in achieving Plan Sponsor objectives
• Employing a fixed income portable alpha strategy.
• Opportunities in Emerging Market debt
• The function of fixed income in asset allocation strategy.
• How to effectively manage  high-yield portfolios given the current interest rate environment
• What pioneering strategies will be successful in adding value to the broadening fixed-income universe

Moderator:
Assistant State Treasurer & CIO, State of Louisiana

Panelists:
CFA, Associate Portfolio Manager, Senior Research
Analyst, Brandywine Global Investment
Senior Vice President, ING Asset Management
Senior Vice President, Shenkman Capital
President, SMH Capital Advisors Inc

10:15

Refreshment Break
Sponsored by: Bernstein, Litowitz, Berger and Grossman

10:30

Investing in Real Assets, effective strategies for including Real Assets in your portfolio.
• Energy / Oil & Gas Investments
• Real Estate, where and how to invest for future returns
• How to build an Agriculture Portfolio
• Clean Energy & Alternative Energy Technologies
• Natural Resources
• Investing in Infrastructure, can it be viewed as an asset class asset class?
• Commodities
• Precious Metals
• Timber

Moderator:
President and CEO, RogersCasey

Panelists:
CEO, Timbervest
Vice President, JPMorgan Asset Management
Managing Director, The Tuckerman Group

The continuous evolution of Asset Allocation Strategies
• Can traditional Asset Allocation Strategies effectively deliver the real returns that investors have come to expect growth goals
• How are institutional investors allocating assets differently in their portfolios to gain additional alpha
• What should investors  be aware of when selecting benchmarks to better satisfy fiduciary responsibilities
• Do quantitative strategies offer better a risk/return to institutional portfolios?
• Identifying GTAA in the context of real return
• Innovative trends in asset allocation and benchmarking
• How does TAA fit into the total portfolio
• How to implement alternative strategies within traditional strategies
• Using ETF’s in TAA strategies

Moderator:
Executive Director-Administrator, Jacksonville Police & Fire Pension Fund

Panelists:
Managing Director, SG Americas Securities, LLC
Senior Vice President, XTF Advisors
Senior Consultant, Hammond Associates

11:30

Meet the Managers
This session will consist of seven Managers with a total of ten minutes each to speak. There will be no power point presentations during this session. The seven firms will one by one have a chance to discuss their background, unique strategy, methodology and performance. Each fund will have a three year or less track record and less than 500 million under management. There will be a session leader carefully watching the ten minute limit. After all seven firms have presented, we will open the floor to questions from the audience.

Moderator:
Trustee, Boca Raton (FL) Police & Fire Retirement Association

Panelists:
Portfolio Manager, Commissum Capital Management, LLC
Executive Vice President/Equities, Mutual of America Capital Management Corp.
President, Director of Research, Midwest Asset Management

12:15pm

Luncheon

1:30

Developing trends in investing in Hedge Funds and Fund of Funds:
• The Changing Face of Pension Schemes 
• Investing in single manager funds or a fund of hedge funds, which is right for you?
• What developing Strategies are hot, and which are not
• How to enhance a portfolios returns using Hedge Funds 
• Which investment products best meet the needs of Pension Funds? 
• Fees and Transparency in Fund of Funds 
• How to best  and successfully access the Hedge Fund space 
• Where to go for the best advice regarding hedge funds? 
• Where will Pension Fund Investment in Hedge Funds be in the next 5 years

Moderator:
Executive Director, Minnesota State Board of Investment

Panelists:
Managing Director, K2 Advisors
Manager Director, Attalus Capital

Refreshment Break

Alternatives, cutting edge strategies and products
• The Role of Private Equity in a Diversified Portfolio
• Can Commodities improve a portfolios overall efficiency?
• Which leading Real Estate strategies potentially offer the greatest risk vs. reward
• Understanding Securitized assets
• Alternative vs. Traditional Assets
• Derivatives as an Investment Strategy
• Incorporating futures and options based strategies
• Which alternatives products and strategies are most likely to become the mainstream of pension fund investing

Moderator:
Rene Nunez, Vice Chairman & Trustee , Texas Permanent School Fund

Panelists:
Director of Structured Product Sales, BNP Paribas
President, Orleans Capital Management
General Partner, Windspeed Ventures
General Partner, Muphree Venture Partners

Consultants Roundtable

Moderator:
Investment Management Consultant, Equitas Capital Advisors LLC

Panelists:
Principal Consultant, Holbein Associates, Inc.
Vice President, Segal Advisors, Inc.

Sessions Concludes

Cocktail Reception Astor Crown Plaza
Sponsored by: Pomerantz Haudek Block Grossman & Gross LLP

FRIDAY, February 16, 2007

8:45am

Continental Breakfast

9:00

Co-Chairpersons’ Welcoming Remarks

9:15

Standalone: An Outlook On Energy
Equity Research Analyst, Energy Team Leader, Janus Intech Institutional Asset Management

9:45

Emerging Managers
• What is the current state of Emerging Manager programs?
• How does a plan sponsor maximize the probability of success?
• What Aspects of an Emerging Firm Provide Advantages in Generating Alpha?
• What has been the actual experience using Emerging Managers in portfolios?
• What does the research on Emerging Managers show
• How to discover and spot an emerging star

Moderator:

Panelists:
President, Chief Investment Officer, MKG Capital Advisors
Joe Feshbach, Portfolio Manager, Joe Feshback Partners, LLC

10:45

Investor Roundtable Discussion:
Due Diligence: The Search For Managers & Evaluation Criteria
• Choosing strategies and styles
• Adding sector and other niche funds
• Sourcing investment solutions
• The RFP Process
• The need for increased Transparency
• Managing Volatility
• Evaluating past performance
• Effectively managing growth

11:30

Louisiana Trustee Wrap-Up Discussion
Executive Director, LATEC
Administrator, New Orleans Fire Fighter's Pension and Relief Fund

12:00pm

Conference Concludes