CIO, PENN STATE UNIVERSITY
Vice President of Finance & Administration, LOYOLA UNIVERSITY OF MARYLAND
Chief Risk Officer, HARVARD MANAGEMENT COMPANY
Managing Director, ROGERSCASEY
Chief Investment Officer, UNIVERSITY OF UTAH INVESTMENT MANAGEMENT
Chief Investment Officer, LOUISIANA STATE UNIVERSITY FOUNDATION
Managing Director, Public Investments, UNIVERSITY OF TORONTO ASSET MANAGEMENT COMPANY
Chief Investment Officer, WESLEYAN UNIVERSITY
Chief Investment Officer, THE BOSTON FOUNDATION
Investment Officer, BOSTON COLLEGE
Investment Coordinator, UCLA FOUNDATION
Chief Investment Officer, JACK KENT COOKE FOUNDATION
Chairman of the Investment Committee, UNIVERSITY OF ALASKA ENDOWMENT
Chief Investment Officer, UNIVERSITY OF SAINT THOMAS
Investment Analyst, UNIVERSITY OF RICHMOND
Sr. Investment Analyst, TUFTS UNIVERSITY
Director of Treasury Services, THE TEXAS A & M UNIVERSITY SYSTEM
Managing Partner, NEW ENGLAND PENSION CONSULTANTS
Senior Associate , MERCER INVESTMENT CONSULTING
Chief Investment Officer, HAMMOND ASSOCIATES
Managing Director, WILSHIRE ASSOCIATES INCORPORATED
Associate, CAMBRIDGE ASSOCIATES
Assoc VP, Budget/Planning & Financial Services, FLORIDA STATE UNIVERSITY
Chief Operating Officer, LA84 FOUNDATION
Chief Investment Officer, WOODS HOLE OCEANOGRAPHIC INSTITUTION
Director of Investments, BOSTON SYMPHONY ORCHESTRA
Senior Investment Analyst, VIRGINIA TECH FOUNDATION
Director of Investment Operations and Risk Management, WILLIAMS COLLEGE INVESTMENT OFFICE
Executive Director, ROSE FOUNDATION FOR COMMUNITIES & THE ENVIRONMENT
Senior Vice President and CFO, SOUTH TEXAS COLLEGE OF LAW
Principal, HAMMOND ASSOCIATES
Assistant Vice President for Finance and Controller, RHODE ISLAND COLLEGE
VP for Finance and Administration, WILLIAM T GRANT FOUNDATION
Senior Consultant, MERCER INVESTMENT CONSULTING
Director, Development, COLUMBIA UNION COLLEGE
CEO, CLAREMONT UNIVERSITY CONSURTIUM
Investment Committee, COTTAGE HEALTH SYSTEMS
Director of Private Equity, PARTNERS HEALTHCARE
Senior Vice President for Administration and Finance/Treasurer, BERKLEE COLLEGE OF MUSIC
Treasurer, VIRGINIA TECH FOUNDATION
Executive Director, GREATER LOWELL COMMUNITY FOUNDATION
Chief Operating Officer, LA84 FOUNDATION
Chairman, Investment Committee, CHINA MEDICAL BOARD
Director of Client Services, PACELINE CAPITAL ADVISORS
Senior Financial Analyst, HOTCHKISS SCHOOL
Chief Financial Officer, BOSTON ARCHITECTURAL COLLEGE
Director of Financial Services, MIDDLESEX COMMUNITY COLLEGE
Executive Vice President and Chief Financial Officer, BUNKER HILL COMMUNITY COLLEGE
Chief Investment Officer, ELIZABETHTOWN COLLEGE
Managing Director, DISABATO ADVISERS, LLC
Treasurer, SINGLETARY FOUNDATION
Financial Officer, CALVERT FOUNDATION
Director of Investment & Treasury, THE NEW SCHOOL

Vice President, Finance and CFO, BOYS & GIRLS CLUBS OF BOSTON
Director, Foundation Outreach, MICROCREDIT ENTERPRISES
Finance Committee, REYNOLDS FOUNDATION
Board Member, SINGLETARY FOUNDATION
Director of Investments, BAYLOR COLLEGE OF MEDICINE
Consultant, CONSULTING SERVICES GROUP LLC
Vice President, PUNTER SOUTHALL & CO, LLC
Chair, Investment Committee, OBERLIN COLLEGE
Chairman, Investment Committee, RUTGERS UNIVERSITY ENDOWMENT
Managing Partner, MACLAREN ADVISORS, LLC
Investment Analyst, TUFTS UNIVERSITY
Vice Chairman to the Board, HOWARD UNIVERSITY
Associate, MERCER INVESTMENT CONSULTING
Director of Finance, THE HYAMS FOUNDATION
Managing Director, COMMONFUND REALTY, INC.
Institutional Director, SMITH BARNEY CONSULTING GROUP
Controller, CENTRAL GEORGIA HEALTH SYSTEM
Vice President-Administration & Finance, FRANKLIN W. OLIN COLLEGE OF ENGINEERING
Treasurer, WESTOVER SCHOOL
VP of Administrative Services, FLORIDA COMMUNITY COLLEGE AT JACKSONVILLE
Executive Director, FLORIDA COMMINITY COLLEGE AT JACKSONVILLE
Assistant Treasurer, NEW WORLD FOUNDATION
Managing Director, WAINWRIGHT INVESTMENT COUNSEL
Associate Director of Investments, FIDELITY CHARITABLE GIFT FUND
Assistant Treasurer, SUFFOLK UNIVERSITY
Director, Business Development, WATSON WYATT INVESTMENT CONSULTANTS
Foundation Director, MAURICE J & JANE M CUNNIFFE FAMILY FOUNDATION
President, FIDUCIARY INVESTMENT ADVISORS, LLC
Assistant VP for Finance, LOYOLA UNIVERSITY OF MARYLAND
Director of Investment Strategy, PRIME, BUCHHOLZ & ASSOCIATES
Consultant, CFA, NEW ENGLAND PENSION CONSULTANTS
President, MORAVIAN MINISTRIES FOUNDATION
Advisory Manager, AKSIA LLC
Partner & Managing Director, THE BOSTON CONSULTING GROUP
Senior VP of Operations, BATTLE CREEK COMMUNITY FOUNDATION
Finance Director, BATTLE CREEK COMMUNITY FOUNDATION
Executive Director, FLORIDA COMMUNITY COLLEGE AT JACKSONVILLE
Business Administrator, UNITARIAN UNIVERSALIST CONGREGATION AT SHELTER ROCK
Chief Financial Officer, BIRKSHIRE SCHOOL
Director of Administration and Risk, TUFTS UNIVERSITY ENDOWMENT
Director, FIDUCIARYVEST, LLC
Treasurer, ENDICOTT COLLEGE
Executive VP/Finance, ENDICOTT COLLEGE
Managing Director, O'HALLORAN FAMILY FOUNDATION
Chief Financial Officer , THE PUTNEY SCHOOL
Chief Financial Officer, COLUMBIA COLLEGE
Director of Finance, LONGY SCHOOL OF MUSIC
Manager, Pensions & Benefits, BROCK UNIVERSITY
Assoc. Vice-President, Finance, BROCK UNIVERSITY
Principal, PRIME, BUCHHOLZ & ASSOCIATES
Director of Investment Research & Analytics, PARTNERS HEALTHCARE SYSTEM, INC.
Investment Committee Member, THE HEALTH FOUNDATION OF CENTRAL MASSACHUSETTS
Trustee, THE ANDREW & BONNIE WEISS FOUNDATION
Treasurer, TRISKELES FOUNDATION

Chairman of the Investment Committee, ALLEGHENY COLLEGE
Partner & Portfolio Manager, MB INVESTMENT PARTNERS
Assistant Treasurer, OHIO STATE UNIVERSITY
Senior Vice President and CFO, SOUTH TEXAS COLLEGE OF LAW
Investment Analyst, UNIVERSITY OF RICHMOND
Managing Director, BNP PARIBAS
Chief Investment Officer, HAMMOND ASSOCIATES
CIO and Partner, CORNERSTONE INVESTMENT PARTNERS
Executive Vice President, CORNERCAP INVESTMENT COUNCIL
Senior Vice president, HANCOCK NATURAL RESOURCE GROUP
Managing Director & CEO, ANCHOR POINT CAPITAL, LLC
Managing Director, DISABATO ADVISERS, LLC
Chair of the Investment Committee, BURROUGHS WELLCOME FOUNDATION
Managing Director, COMMONFUND REALTY, INC.
Chair of the Investment Committee, BOSTON MUSEUM OF SCIENCE
Managing Principal, FUND EVALUATION GROUP, INC.
President & Partner, ALEXANDRA INVESTMENT MANAGEMENT
Senior Vice President for Administration and Finance/Treasurer, BERKLEE COLLEGE OF MUSIC
Senior Vice President, NEW BOSTON REAL ESTATE INVESTMENTS
Managing Director, WILSHIRE ASSOCIATES INCORPORATED
Executive Director, ROSE FOUNDATION FOR COMMUNITIES & THE ENVIRONMENT
Senior Managing Director, STATE STREET GLOBAL ADVISORS
Managing Director, MCM CAPITAL PARTNERS
Director, WACHOVIA SECURITIES
CFA, Portfolio Strategist, THORNBURG INVESTMENT MANAGEMENT
Managing Director, AEQUITAS CAPITAL MANAGEMENT
Managing Partner, MACLAREN ADVISORS, LLC
Vice President of Finance & Administration, LOYOLA UNIVERSITY OF MARYLAND
Director of Business Development & Investor Relations , QFS ASSET MANAGEMENT LP
CIO, PENN STATE UNIVERSITY
Partner, MatlinPatterson GLOBAL ADVISERS
Portfolio Manager, MILLER HOWARD INVESTMENTS
Managing Director, WACHOVIA SECURITIES
Managing Director, Chief Research Strategist, ROGERSCASEY
Financial Officer, CALVERT FOUNDATION
Finance Committee, REYNOLDS FOUNDATION
Senior Investment Analyst, VIRGINIA TECH FOUNDATION
Consultant, CONSULTING SERVICES GROUP LLC

Member of Investment Comittee, SCIENCE MUSEUM OF VIRGINIA
CEO, CLAREMONT UNIVERSITY CONSURTIUM
Director, RIVERVIEW ALTERNATIVE INVESTMENT ADVISORS LLC
President, FIDUCIARY INVESTMENT ADVISORS, LLC
Founder and Managing Partner, AMUR CAPITAL MANAGEMENT LP
Principal/Consultant, MEKETA INVESTMENT GROUP
Chief Risk Officer, ROCK MAPLE FUNDS
Senior Portfolio Manager, PRISMA CAPITAL PARTNERS
Principal & Managing Director, PUNTER SOUTHALL & CO, LLC
Managing Partner, STONEHORSE CAPITAL MANAGEMENT
Partner/Portfolio Manager, STANDARD PACIFIC CAPITAL, LLC
Managing Director - Director of Foundation and Non-Profit Consulting, CITI INSTITUTIONAL CONSULTING
President, PENSION FUND EVALUATIONS
Managing Partner, RDK STRATEGIES
Senior Portfolio Manager, CLEARBRIDGE ADVISORS
President, FIDUCIARY INVESTMENT ADVISORS, LLC
Portfolio Manager, Emerging Markets, FORTIS INVESTMENTS
President, FEDERAL STREET ADVISORS
ALLEGIANCE CAPITAL, INC.
Treasurer, VIRGINIA TECH FOUNDATION
CEO, CIFC
Chief Executive Officer, ARCHERY CAPITAL LLC
ALLEGIANCE CAPITAL, INC.
CEO, CLEAR ASSET MANAGEMENT, LLC
Managing Director, STILLWATER CAPITAL
Consultant/Director, MEKETA INVESTMENT GROUP
CIO, VAN ECK GLOBAL
Head of Corporate Development, TORTOISE CAPITAL ADVISORS
Product Specialist, HODGES CAPITAL MANAGEMENT
Managing Director, MANNING & NAPIER
Chairman of Investment Committee, DEPAUL UNIVERSITY
III, President & CEO, PERMAL CAPITAL MANAGEMENT
Director of Strategic Planning and Investor Relations, SB SCHONFELD FUND ADVISORS LLC
Vice President, Institutional Portfolio Manager, PYRAMIS GLOBAL ADVISORS
Co-Author, FOUNDATION AND ENDOWMENT INVESTING
Managing Attorney-Advisor, BARGE CONSULTING AND SC ADVISORS
Member, CAPLIN & DRYSDALE
Senior Accountant, BOYS & GIRLS CLUBS OF BOSTON

Sunday, October 19, 2008

9:00a

Exhibit Setup

11:00

Registration

12:30p

Co-Chair Welcoming Remarks

CIO, PENN STATE UNIVERSITY
Vice President of Finance & Administration, LOYOLA UNIVERSITY OF MARYLAND

12:45

"Growing" Real Assets- Agriculture and Timber

Director, HANCOCK TIMBER RESOURCE GROUP
Senior Investment Analyst, HANCOCK AGRICULTURAL INVESTMENT GROUP

1:20

Hedge Fund Strategies: Finding Opportunities in Troubled Environments

Speaker:
PhD, Senior Strategist, Société Générale

1:40

Structured Credit Market Update
Presented by: WACHOVIA SECURITIES

Speakers:
Managing Director, WACHOVIA SECURITIES

2:00

Challenges facing Endowments and Foundations, past, present and future

Moderator:
Treasurer, WESTOVER SCHOOL

Panelists:
Senior Vice President and CFO, SOUTH TEXAS COLLEGE OF LAW
Chairman of Investment Committee, DEPAUL UNIVERSITY
Co-Author, FOUNDATION AND ENDOWMENT INVESTING
Investment Analyst, UNIVERSITY OF RICHMOND

3:00

“Leveling the Playing Field for Smaller Endowments and Foundations”

Speaker:
Executive Chairman, FAMILY ENDOWMENT PARTNERS

3:20

Manager Selection
• How do leading Endowments and Foundations choose managers and what are they looking for?
• Defining and managing investment manager styles
• How to choose a manager that consistently beats the benchmark

Moderator:
Managing Director - Director of Foundation and Non-Profit Consulting, CITI INSTITUTIONAL CONSULTING

Panelists:
President, PPCA INC
Managing Director, GOTTEX FUND MANAGEMENT
Vice President, COGENT PARTNERS

4:20

What Opportunities Have Arisen for Institutional Investors as a Result of the Credit Market Crisis?

Moderator:
Managing Director, Chief Research Strategist, ROGERSCASEY

Panelists:
Portfolio Manager, EVERGREEN INVESTMENTS
Managing Director, STILLWATER CAPITAL
CEO, CIFC

5:20

New developments in Quantitative Strategies
• Challenges in defining asset allocation
• Passive indexing / Active management - is it a debate for traditional asset classes only?
• Risk Management tools

SPEAKER:
Managing Director, BNP PARIBAS

5:40

Styles and Strategies: Staying ahead of the curve
• What are the best styles and strategies
• Global Macro
• Absolute Return strategies and how are they developing
• Is There Only a Finite Amount of Alpha Available in Some Investment Strategies
• Innovations in Hedge Fund styles and strategies
• Making a case for multi strategy
• Convergence of alternative and traditional fixed income asset management
• Are high dividends combined with high dividend growth attractive for long-only sleeves?
• Can investors construct a diversified portfolio of dividend-paying stocks?
• What are the keys for success in understanding a company's willingness and ability to pay higher dividends?
• Are managements historically good stewards of capital over long investment horizons?
• Event driven situations, assessing deal flow

Moderator:
Chairman, Investment Committee, RUTGERS UNIVERSITY ENDOWMENT

Panelists:
Senior Managing Director, Roulac Global Funds LLC
Managing Director, Senior Portfolio Strategist, QFS ASSET MANAGEMENT LP
CIO, CORNERCAP INVESTMENT COUNCIL
CFA, Portfolio Strategist, THORNBURG INVESTMENT MANAGEMENT

6:40

Cocktail Reception

Sponsored by :
SG AMERICAS SECURITIES

Monday, October 20, 2008

7:15a

Continental Breakfast

Sponsored By:
TITAN ADVISORS, LLC

7:45

Welcoming Remarks

8:00

Fund of Fund Investing - Building Portfolios That Weather The Storm

Speaker:
President, TITAN ADVISORS, LLC

8:20

“Passive Investing: Better Than Ever”

President, ALESCO ADVISORS LLC

8:40

“Private Equity: An Approach to Manager Selection”

President & CEO, PERMAL CAPITAL MANAGEMENT

Track 1

Track 2

9:00

Commodities
• A Macroeconomic case for commodities
• Practical risk management techniques for commodity
• futures trading
• Timing investment allocations and securing long term
• prospects in Commodities
• Commodity Investment Structures
• How commodities can improve a portfolios efficiency
• Implementing a commodity strategy for an Endowment
• fund and inflation link; is there one?
• The application of a volatility model into a
• institutional portfolio
• How has Legislation played into the Commodity markets?

Moderator:
CIO, PENN STATE UNIVERSITY

Panelists:
Consultant, CFA, NEW ENGLAND PENSION CONSULTANTS
Senior Analyst, VAN ECK GLOBAL
Managing Director, Head of Global Commodities, DB ADVISORS
Senior Vice President, MACQUARIE GROUP

130/30 Strategies: how they can benefit Endowments & Foundations?
• 130/30 Short Extension Strategies
• Do 130/30 strategies capture the single greatest
• advantage in short selling
• Where do 130/30 strategies fit in an endowment’s or
• foundation’s portfolio
• Gaining Alpha through 130/30
• Which managers are best equipped to manage such
• 130-30 strategies
• What are the risks involved

Moderator:
Partner, ALPHA EQUITY MANAGEMENT & Board Member, SOUTHAMPTON HOSPITAL FOUNDATION

Panelists:
Senior Portfolio Manager, CLEARBRIDGE ADVISORS
Vice President, Institutional Portfolio Manager, PYRAMIS GLOBAL ADVISORS

10:00

Fund of Funds
• Fund of Funds vs. Multi-Strategy
• How the General Partner of the Fund of Funds Birddogs
• Your underlying investments
• How are Fund of Funds evolving to sustain performance
• in a ever changing environment
• Do International Funds of Funds offer an advantage
• How are funds of funds allocating capital across
• numerous hedge fund strategies
• How can fund of funds remain viable and still
• demonstrate the value they provide to investors?

Moderator:
Managing Director & CEO, ANCHOR POINT CAPITAL, LLC

Panelists:
Chief Operating Officer, LA84 FOUNDATION
Managing Director, LONDON AND CAPITAL
Managing Partner, STONEHORSE CAPITAL MANAGEMENT
Executive Vice President of Strategic Planning and Capital Projects, WOODRUFF ART CENTER

Real Estate & Real Assets: Examining current trends and identifying future opportunities
• Understanding Developments in Real Estate Investment
• & How to Select a Real Estate Manager
• Which areas are producing the greatest returns
• Investing in Real Estate today and tomorrow
• Are there opportunities in international real estate, and
• if so how to invest?
• Opportunities in international real estate
• Effective Strategies for investing in REITS
• What is infrastructure and how can it fit in an Endowment
• or Foundation's portfolio
• Looking to the future with renewable energy technologies
• What are the risk-return and return prediction
• characteristics of real assets?
• What’s sparking all the excitement in Timber

Moderator:
Vice President of Finance & Administration, LOYOLA UNIVERSITY OF MARYLAND

Panelists:
Managing Director, COMMONFUND REALTY, INC.
Vice President, NAREIT
Senior Vice President, NEW BOSTON REAL ESTATE INVESTMENTS
Managing Partner, TIMBERVEST

11:00

Morning Refreshment Break

11:15

Alpha vs. Beta: Are they shifting in relative importance?
• What do we mean by beta and alpha
• Are investors coming to a realization that relying on
• easily attainable beta can be a risky proposition?
• While Alpha may be more costly and complex to attain,
• can it truly be less risky?
• Is Beta losing its dominance as source of future returns?
• When is beta-based alpha better than active alpha?
• Structural beta and beta-based alpha: what are they?

Moderator:
President, PENSION FUND EVALUATIONS

Panelists:
CFA, Portfolio Manager, CORNERSTONE INVESTMENT PARTNERS
Chief Risk Officer, ROCK MAPLE FUNDS
Partner/Portfolio Manager, STANDARD PACIFIC CAPITAL, LLC
Product Specialist, HODGES CAPITAL MANAGEMENT

Emerging Markets
• Emerging Markets Opportunities
• Can Emerging Markets continue to Outpace Developed
• Markets
• The BRIC Economies
• Which Emerging Markets are providing the
• greatest returns?
• Distressed Debt Opportunities in Emerging Markets
• How to choose an Emerging Markets fund manager

Moderator:
Managing Partner, RDK STRATEGIES

Panelists:
Managing Director, ALDEN GLOBAL CAPITAL
Portfolio Manager, Emerging Markets, FORTIS INVESTMENTS
Partner, CENTENIUM-PINETREE CHINA PRIVATE EQUITY
Partner & Portfolio Manager, ALTIMA PARTNERS

12:15p

Private Equity, opportunities and trends
• What is the current state of the private equity industry
• Pros and cons of private placement versus going public
• The evolving role of private equity in capital markets
• Convergence of Private Equity and Hedge Funds
• Building a new private equity program and take it to
• mature stage
• Types of strategies involved
• Distressed investing, a comparative analysis of private equity and hedge funds
• Emerging private equity markets of focus
• Engineering and executing a successful exit strategy

Moderator:
Chairman of the Investment Committee, ALLEGHENY COLLEGE

Panelists:
Partner, MatlinPatterson GLOBAL ADVISERS
Managing Director, MCM CAPITAL PARTNERS
Founder and Managing Partner, AMUR CAPITAL MANAGEMENT LP
Principal/Consultant, MEKETA INVESTMENT GROUP

Risk: Developments in management techniques
• How to access and manage risk in the current volatile
• environment
• How offsetting long and short positions can be used to
• control and customize portfolio risk
• Risk management and balanced portfolios
• Understanding the methodology of determining
• investment risk and incorporating it into the portfolio
• construction process
• Risk and quantitative analysis
• Asset allocation and the influence of downside risk
• Approaches to implementing alternative investment
• programs
• Diverse methodologies to hedge against inadvertent risk

Moderator:
Director of Investment Strategy, PRIME, BUCHHOLZ, AND ASSOCIATES

Panelists:
Director, CLONTARF CAPITAL
Managing Director, MANNING & NAPIER
Partner, CAPLIN & DRYSDALE
President and COO, MEASURISK

1:15

Luncheon

Sponsored By:
PYRAMIS GLOBAL ADVISORS

2:30

Consultant Roundtable
• The blurring of lines between traditional and alternative investments
• Committee best practices in light of increased use of alternatives
• Compelling investment opportunities
• What new strategies and research are consulting firms offering?
• Answering audience questions on consulting to Endowments and Foundations in today’s market

Moderator:
Senior Vice President for Administration and Finance/Treasurer, BERKLEE COLLEGE OF MUSIC

Panelists:
Managing Director, WILSHIRE ASSOCIATES INCORPORATED
Managing Principal, FUND EVALUATION GROUP, INC.
Managing Director, DISABATO ADVISERS, LLC
Managing Director - Director of Foundation and Non-Profit Consulting, CITI INSTITUTIONAL CONSULTING

3:30

Hedge Funds, why now more than ever?
• What are unique hedge fund issues for endowments, foundations
• Performance measurement of hedge funds
• What is the current state of the hedge fund industry and what lies in store for the future
• Direct hedge fund investing versus direct traditional manager investing, how do they differ?
• How are Hedge Funds adapting to changing trends in global investments.

Moderator:
Member of Investment Committee, SCIENCE MUSEUM OF VIRGINIA

Panelists:
Director of Product Development and Client Service, HATHERSAGE CAPITAL MANAGEMENT, LLC
Director of Strategic Planning and Investor Relations, SB SCHONFELD FUND ADVISORS LLC
President & Partner, ALEXANDRA INVESTMENT MANAGEMENT

4:30

Afternoon Refreshment Break

Sponsored by:
CAPLIN & DRYSDALE

4:45

Trends in asset allocation for Endowments and Foundations
• Developing a dynamic Asset Allocation model
• Strategic Asset Allocation
• What role do structured products play in Asset Allocation
• Tactical Asset Allocation
• The evolution of TAA to GTAA
• Dynamic Asset Allocation
• Tactical vs. strategic asset allocation
• Determining the optimal asset allocation
• Growing ETF Market

Moderator:
Senior Investment Analyst, VIRGINIA TECH FOUNDATION

Panelists:
Principal, HAMMOND ASSOCIATES
Managing Director, NEW ENGLAND PENSION CONSULTANTS
President, FIDUCIARY INVESTMENT ADVISORS, LLC
President, STRATEGIC DEVELOPMENT SOLUTIONS
Managing Director, CAMBRIDGE ASSOCIATES

5:45

Engineering unique opportunities in Infrastructure
• How infrastructure is faring against other asset classes
• What are the benefits of diversification in infrastructure for institutional investors
• Investing in infrastructure directly v. indirectly
• Why is infrastructure still an emerging asset class in the United States

Moderator:
Investment Committee, TEXAS PERMANENT SCHOOL FUND

Panelists:
Consultant and Director of Infrastructure Investments, COURTLAND PARTNERS, LTD.
Consultant/Director, MEKETA INVESTMENT GROUP
Head of Corporate Development, TORTOISE CAPITAL ADVISORS

6:30

Cocktail Reception

Sponsored by:
FTSE

Tuesday, October 21, 2008

7:45a

Continental Breakfast

8:20

Welcoming Remarks

8:30

Managed Accounts: A Safer Route to Hedge Fund Returns

Speaker:
Principal - Senior Portfolio Manager, FORTUNE GROUP

9:00

Outsourced CIO Trend

Moderator:
Chair, Investment Committee, OBERLIN COLLEGE

Panelists:
Chief Investment Officer, UNIVERSITY OF UTAH INVESTMENT MANAGEMENT
Senior Managing Director, STATE STREET GLOBAL ADVISORS
President, FEDERAL STREET ADVISORS
Chairman of the Investment Committee, UNIVERSITY OF ALASKA ENDOWMENT

10:00

Socially Responsible Investing
• What is the difference between SRI and MRI
• How much of the Fund should be committed to MRI?

Moderator:
Executive Director, ROSE FOUNDATION FOR COMMUNITIES & THE ENVIRONMENT

Panelists:
Portfolio Manager, MILLER HOWARD INVESTMENTS
Financial Officer, CALVERT FOUNDATION
Managing Director, AEQUITAS CAPITAL MANAGEMENT

11:00

Incorporating Alternatives and emerging asset classes into a Smaller Plan: An Endowment and Foundation perspective.
This panel will discuss how smaller plans have successfully gain access to the alternative investment space when resources and/or expertise may be lacking to navigate these less-than-transparent asset classes? Consultants, Endowment & Foundations will discuss how they tackled issues such as due diligence, direct investing versus fund of funds and other critical issues as they attempted to implement their alternative investments.

Moderator:
Managing Partner, MACLAREN ADVISORS, LLC

Panelists:
Consultant, CONSULTING SERVICES GROUP LLC
Principal, HAMMOND ASSOCIATES

12:00

Conference Concludes