Police, Fire &Public

Pensions Forum


March 6-7, 2009
__Hyatt Regency Riverfront, Jacksonville, FL

PAST CONFERENCE AGENDA (as of 2-27-09)

Planning Officer, OKLAHOMA FIREFIGHTERS PENSION & RETIREMENT SYSTEM
Executive Director-Administrator, JACKSONVILLE POLICE & FIRE PENSION FUND
Trustee, JACKSONVILLE (FL) POLICE & FIRE PENSION FUND
Chairman, AUSTIN (TX) POLICE RETIREMENT FUND
Chief Investment Officer, MISSOURI LOCAL GOVT EMPLOYEES RETIREMENT SYSTEM
Chairman, NEW HAVEN POLICE AND FIRE RETIREMENT
President, ONTARIO PENSION BOARD
Trustee, ONTARIO MUNICIPAL EMPLOYEES RETIREMENT SYSTEM
Commissioner, LOS ANGELES (CA) FIRE & POLICE PENSION SYSTEM
Director, INTERNATIONAL UNION OF POLICE ASSOCIATIONS
Vice Chairman & Trustee, SAN ANTONIO FIREMEN'S & POLICEMEN'S FUND
Trustee, POLICEMEN`S ANNUITY & BENEFIT FUND OF CHICAGO
Trustee, CITY OF TAMPA (FL) FIRE AND POLICE PENSION FUND
Vice Chairman, CITY OF ANN ARBOR EMPLOYEES RETIREMENT SYSTEM
Chairman, FIRE & POLICE PENSION FUND ASSOCIATION OF COLORADO
Chairman, DELRAY BEACH POLICE OFFICERS' & FIREFIGHTERS' PENSION FUND
Trustee, CITY OF SOUTHFIELD
President, ONTARIO PROVINCIAL POLICE ASSOCIATION
Vice President, ONTARIO PROVINCIAL POLICE ASSOCIATION
President, CHICAGO (IL) PARK EMPLOYEES
A&B FUND
Administrative Consultant, CITY OF LAKELAND (FL) POLICE PENSION PLAN
Trustee/Deputy Chief, FULTON (GA) COUNTY EMPLOYEES RETIREMENT SYSTEM
Trustee, DEKALB COUNTY (GA) EMPLOYEE RETIREMENT SYSTEM
Chief Fiduciary Officer, BOGDAHN CONSULTING
Trustee, PINELLAS PARK FIRE
President, Board of Trustees, CITY OF AURORA POLICE

Trustee, FT LAUDERDALE POLICE AND FIRE PENSION FUND
Director of Finance, CITY OF TAMPA (FL)
Chairman, WEST PALM BEACH FIREFIGHTERS PENSION FUND
Chairman, Investment Committee, BAY CITY (MI) POLICE & FIRE RET. SYSTEM
President, BADGE OF HONOR MEMORIAL FOUNDATION
Trustee, BIRMINGHAM POLICE & FIRE SUPPLEMENTAL PENSION BOARD
Executive Vice President, CALLAN ASSOCIATES
General Counsel, ANN ARBOR (MI) CITY EMPLOYEES' RETIREMENT SYSTEM
Pension Secretary, ST. AUGUSTINE FIRE
Chairman, ST. AUGUSTINE FIRE
Assistant City Manager/ Chief Financial Officer, OCALA (FLA.) GENERAL EMPLOYEES RETIREMENT SYSTEM
Trustee, HARBOR POLICE RETIREMENT SYSTEM
President, FOP, GATOR LODGE 67
Chairman, Investment Committee, TEXAS PERMANENT SCHOOL FUND
Trustee, INKSTER (MI) POLICE & FIREMEN'S PENSION BOARD
Trustee, LINCOLN FIREMEN'S & POLICEMEN'S RETIREMENT SYSTEM
Trustee, HOLLYWOOD POLICE OFFICERS RETIREMENT SYSTEM
President, SAN ANTONIO FIREFIGHTERS ASSOCIATION
Trustee, ST. AUGUSTINE POLICE OFFICER'S PENSION BOARD
Trustee, ST. AUGUSTINE POLICE OFFICER'S PENSION BOARD
Managing Director, ROGERSCASEY
Investment Manager Specialist, SMITH BARNEY CONSULTING GROUP
Chairman, PALATKA FIREFIGHTERS' PENSION FUND
Chairman, POMPANO BEACH POLICE & FIREFIGHTERS RET. SYSTEM
Trustee, COCOA BEACH POLICE OFFICERS' PENSION FUND
Advisory Committee Member, JACKSONVILLE POLICE AND FIRE PENSION FUND
Director of Finance, PROVIDENCE EMPLOYEES' RETIREMENT SYSTEM

Friday, March 6, 2009

8:00a

Registration

9:00

OPENING REMARKS
Presentation of Colors – The Police and Fire Honor Guard

Executive Director-Administrator, JACKSONVILLE POLICE & FIRE PENSION FUND
Trustee, JACKSONVILLE (FL) POLICE & FIRE PENSION FUND

9:15

KEYNOTE SPEAKER

“THE FIAT CURRENCY TEST”

Speaker:
Managing Partner, HAYMAN ADVISORS, LP

9:45

Real Estate & Real Assets
• Understanding how timber and timberland could enhance a diversified portfolio
• What are managers doing to hedge against interest rate risk?
• Investing in farmland
• How to find and choose a real estate manager that is right for your plan
• The state of the REIT market, public and private
• Small to midsize developers, an underserved market
• Private equity real estate investments
• What is the current state of the gold market?
• How and where to find quality real estate assets?
• Energy/oil and natural gas investments
• Natural Resources
• Who is investing in real assets and why?

Moderator:
Chairman, AUSTIN (TX) POLICE RETIREMENT FUND

Panelists:
Chief Investment Officer, MISSOURI LOCAL GOVT EMPLOYEES RETIREMENT SYSTEM
President, REZNICK CAPITAL MARKETS LLC
SR VP Business Development, TIMBERVEST, LLC
Senior Vice President of National Development, CITYVIEW

10:45

REFRESHMENT BREAK

11:00

What is the normal recovery period following a bear market and what opportunities have arisen?
• Where are we now?
• Where do we go from here?
• How to prepare coming out of a recession?

Moderator:
Chairman, Investment Committee, BAY CITY (MI) POLICE & FIRE RET. SYSTEM

Panelists:

11:45

WHAT IS THE FUNCTION OF ALTERNATIVE INVESTMENTS IN PORTFOLIO DIVERSIFICATION?
This panel comprised of industry experts will examine and discuss challenges and the evolving process of incorporating alternative investments to the asset allocation process as well as portfolio diversification with a special focus on Florida Police and Fire pension plans.

Moderator:
Planning Officer, OKLAHOMA FIREFIGHTERS PENSION & RETIREMENT SYSTEM

Panelists:
Managing Director and COO, GETI CAPITAL MANAGEMENT
Director, PEACHTREE ASSET MANAGEMENT
COO/ CFO/ CCO, MONT PELERIN CAPITAL, LLC

12:45p

Luncheon
“A PERSPECTIVE ON THE WAR ON GLOBAL TERRORISM”

Speaker:
DIRECTOR OF MILITARY & VETERANS BENEFITS COMMITTEE

2:00

ASSET ALLOCATION:

Moderator:
Treasurer, NEW YORK CITY BENEVOLENT ASSOCIATION

Panelists:
President, ONTARIO PENSION BOARD
Managing Director, ROGERSCASEY
Senior Vice President, PEACHTREE SETTLEMENT FUNDING

3:00

THE ROLE OF THE CONSULTANT

Moderator:
Trustee, BIRMINGHAM POLICE & FIRE SUPPLEMENTAL PENSION BOARD

Panelists:
Executive Vice President, CALLAN ASSOCIATES
Chair, MUSEUM OF SCIENCE INVESTMENT COMMITTEE
Investment Manager Specialist, SMITH BARNEY CONSULTING GROUP

4:00

Board Member Fiduciary Responsibilities

Moderator:
Trustee/Deputy Chief, FULTON (GA) COUNTY EMPLOYEES RETIREMENT SYSTEM

Panelists:
Chief Fiduciary Officer, BOGDAHN CONSULTING
Managing Director, INSIGHT EMPLOYEE BENEFIT COMMUNICATIONS
Trustee, CITY OF SOUTHFIELD
Senior Counsel, MOTLEY RICE

5:00

Saturday, March 7, 2009

8:00a

Continental Breakfast

8:50

Welcoming Remarks

9:00

DOW JONES INDEXES

9:30

Infrastructure Investing, why now more than ever
• What are some of the best examples of infrastructure investments in the U.S.?
• What exactly qualifies as an “infrastructure” asset? Is being an investor the best way to get involved?
• How can trustees measure the value of existing US infrastructure?
• Current State-Level General Market Dynamics
• Current U.S. Infrastructure Market Dynamics

Moderator:
Vice Chairman & Trustee, SAN ANTONIO FIREMEN'S & POLICEMEN'S FUND

Panelists:
Chief Executive Officer, CAPITAL INNOVATIONS, LLC
Trustee, ONTARIO MUNICIPAL EMPLOYEES RETIREMENT SYSTEM

10:30

DB VS. DC PLANS
• Effects of both towards fire & Police pension plans
• Examining Liability issues for your plan

Moderator:
President, Board of Trustees, CITY OF AURORA POLICE MONEY PURCHASE PENSION PLAN

Panelists:
Senior Vice President, AON CONSULTING
President, ONTARIO PENSION BOARD
Share Holder, SAXENA WHITE

11:30

FUNDAMENTALS OF RETIREMENT SYSTEM ADMINISTRATION

Panelists:
General Counsel, ANN ARBOR (MI) CITY EMPLOYEES' RETIREMENT SYSTEM
Director of Finance, PROVIDENCE EMPLOYEES' RETIREMENT SYSTEM
Executive Director, CHICAGO (IL) PARK EMPLOYEES A&B FUND

Jacksonville Fire & Police Fight night: Police vs. Firefighters

at Jacksonville Veterans Memorial Arena

Admission Tickets can be purchased at the door for $35.00

(Bus leaves Hotel at 6:00, 6:30 and 7:00)
(Bus returns 9:30, 10:00 and after final round)