Investment Education

Symposium
In Conjunction with the Louisiana Trustee Education Council (LATEC)

February 18-20, 2009
Astor Crowne Plaza, New Orleans, LA

PAST CONFERENCE AGENDA (as of 2-13-2009)

CChief Investment Officer, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Executive Director, MINNESOTA STATE BOARD OF INVESTMENT
Senior Investment Officer - Alternatives, ILLINOIS STATE TEACHERS RETIREMENT SYSTEM
Director, Real Estate Investments, NEW MEXICO STATE INVESTMENT COUNCIL
President and CEO, ROGERSCASEY
Managing Director, Chief Financial Officer, STANFORD MANAGEMENT COMPANY
Trustee/Deputy Director of the Pension Office, NEW YORK CITY RETIREMENT SYSTEMS PENSIONS BOARD
CIO, FIREFIGHTERS' RETIREMENT SYSTEM
Trustee, WAYNE COUNTY EMPLOYEES RETIREMENT SYSTEM
Chairman Of Police and Fire Pension Board, CITY OF MOBILE
Trustee, CITY OF AURORA GENERAL EMPLOYEES RETIREMENT PENSION
Director of Research, NEW ENGLAND PENSION CONSULTANTS
Senior Consultant, HAMMOND ASSOCIATES
Vice Chairman, CITY OF ANN ARBOR EMPLOYEES RETIREMENT SYSTEM
President, PROFESSIONAL FIREFIGHTERS OF GEORGIA
Investment Officer, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Executive Director, CHICAGO (IL) PARK EMPLOYEES A&B FUND
Trustee/Deputy Chief, FULTON (GA) COUNTY EMPLOYEES RETIREMENT SYSTEM
Trustee, LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM
Executive Director, LOUISIANA SCHOOL EMPLOYEES'
RETIREMENT SYSTEM
General Counsel, NYC POLICE PENSION FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
CEO/Secretary-Treasurer, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Executive Assistant, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND
Trustee, NEW ORLEANS SEWERAGE & WATER BOARD PENSION
Chairman, HARBOR POLICE RETIREMENT SYSTEM
Trustee, BOCA RATON (FL) POLICE & FIRE RETIREMENT ASSOCIATION
Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND
Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND

Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND
Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND
Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND
Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND
Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND
Trustee, LOUISIANA ASSESSORS' RETIREMENT FUND
Executive Director, LOUISIANA ASSESSORS' RETIREMENT FUND
Trustee, LOUISIANA SHERIFFS' PENSION & RELIEF FUND
Trustee, LOUISIANA STATE POLICE RETIREMENT SYSTEM
Trustee, LOUISIANA STATE POLICE RETIREMENT SYSTEM
Trustee, LOUISIANA STATE POLICE RETIREMENT SYSTEM
Controller, RUBICON, INC.
Trustee, NEW ORLEANS SEWERAGE & WATER BOARD PENSION
Pension Staff, NEW ORLEANS SEWERAGE & WATER BOARD PENSION
Financial Administrator, NEW ORLEANS SEWERAGE & WATER BOARD PENSION
Executive Director, NEW ORLEANS SEWERAGE & WATER BOARD PENSION
Trustee, NEW ORLEANS SEWERAGE & WATER BOARD PENSION
Trustee, NEW ORLEANS SEWERAGE & WATER BOARD PENSION
Trustee, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Trustee- Investment Chair, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Trustee, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Chief Executive Officer, EQUITAS CAPITAL ADVISORS LLC
Business Development Manager, ALBOURNE AMERICA LLC
President, ALBERT & ETHEL HERZSTEIN CHARITABLE FOUNDATION
Trustee, LOUISIANA MUNICPAL EMPLOYEES' PENSION SYSTEM
Executive Vice President/Senior Consultant, CONSULTING SERVICES GROUP, LLC
Senior Consultant, CONSULTING SERVICES GROUP, LLC
Senior Financial Analyst, CONSULTING SERVICES GROUP, LLC
Chief Executive Officer, THOMAS FAMILY OFFICE
Trustee, NEW ORLEANS MUNICIPAL EMPLOYEES’ RETIREMENT SYSTEM
Trustee, HARBOR POLICE RETIREMENT SYSTEM
Trustee, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Trustee, LOUISIANA MUNICIPAL POLICE EMPLOYEES' RETIREMENT
Former Executive Director, NEW YORK CITY POLICE PENSION FUND
Trustee, KANSAS CITY POLICE RETIREMENT
Vice President, PENDERGAST-WEYER FOUNDATION
Trustee, LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM
Trustee, HARBOR POLICE RETIREMENT SYSTEM
President, NEW ORLEANS FIREFIGHTER'S PENSION & RELIEF FUND

Wednesday, February 18, 2009

8:00a

Exhibit Setup

11:00

Registration

1:00p

Co-Chair Introduction

Executive Director, LOUISIANA TRUSTEE EDUCATION COUNCIL
President, LATEC & NEW ORLEANS FIRE FIGHTERS PENSION AND RELIEF FUND

1:05p

Welcoming Remarks

Councilmember-At-Large and Vice-President, NEW ORLEANS CITY COUNCIL
Councilmember-District B, NEW ORLEANS CITY COUNCIL

1:10

“The Credit Crisis Impact on Securities Litigation & Future Regulation”

Counsel, BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP

1:30

“Thinking Outside of the Typical Investment Framework”

Managing Director, Director of Investments, CFA, RAMPART INVESTMENT MANAGEMENT COMPANY

1:50

Investor Roundtable:
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 are their places in 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?

Panelists:
Chief Investment Officer, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Trustee, WAYNE COUNTY EMPLOYEES RETIREMENT SYSTEM
Executive Director, CHICAGO (IL) PARK EMPLOYEES A&B FUND

3:00

Afternoon Refreshment Break

Sponsored by:
RAMPART INVESTMENT MANAGEMENT COMPANY

3:15

Styles and Strategies
• Large-Cap Growth
• Systematic Global Macro outlook
Moderator:
Chairman, AUSTIN (TX) POLICE RETIREMENT FUND

Panelists:
Senior Vice President of National Development, CITYVIEW
CFA, Vice President, THE MILLBURN RIDGEFIELD CORPORATION
Managing Director, OPTIONS INDUSTRY COUNCIL
Managing Director, Portfolio Manager, Senior Client Portfolio Manager, CLEARBRIDGE ADVISORS

4:15

Trends in Fixed-Income
• The sub-prime markets, what effect do they have on an Institutional Portfolio
• Why investing in Fixed Income makes more sense now more than ever
• How are hedge funds impacting the fixed-income markets and are the internal dynamics being affected
• Projecting defaults and default rates

Moderator:
Vice Chairman, CITY OF ANN ARBOR EMPLOYEES RETIREMENT SYSTEM

Panelists:
Partner, ORLEANS CAPITAL MANAGEMENT
Chief Investment Officer, NEW MEXICO STATE INVESTMENT COUNCIL
President, COMMONWEALTH ADVISORS, INC.
Vice President Fixed Income Products, STANDARD & POOR'S INDEX SERVICES

5:15

Strategic considerations for manager selection
• Accessing an Advisory Board
• Choosing a manager to consistently beat the benchmark
• How to best access information and disclosure
• Alternative Manager selection vs. traditional manager selection
• The role of consultants in manager selection and risk control

Moderator:
Senior Consultant, HAMMOND ASSOCIATES

Panelists:
Partner, PINE LAKES CAPITAL LLC
Former Executive Director, NEW YORK CITY POLICE PENSION FUND
Founding Partner, TEN-SIXTY ASSET MANAGEMENT

6:00

Cocktail Reception

Sponsored by:
BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP

Thursday, February 19, 2009

8:00a

Continental Breakfast

Sponsored by:
BARROWAY TOPAZ KESSLER MELTZER & CHECK, LLP

8:00

Closed door session for Investors & Consultants Only
(Breakfast to be served)

Roundtable Facilitators:

8:45

Opening Remarks

Executive Director, LOUISIANA TRUSTEE EDUCATION COUNCIL
President, LATEC & NEW ORLEANS FIRE FIGHTERS PENSION AND RELIEF FUND

9:00

“MADOFF SCANDAL: LESSONS FOR PENSION FUND TRUSTEES”

Partner, POMERANTZ, HAUDEK, BLOCK, GROSSMAN & GROSS LLP

9:20

"HOW DID WE GET IN THIS MESS & HOW WILL WE GET OUT OF IT?"

Vice-Chairman, Chairman of Investment Policy Committee, BEACON TRUST COMPANY

9:40

Real Estate
• What significant opportunities and challenges face the real estate sector?
• What are the components of real estate returns?
• Alternative strategies investing in real estate
• REITS
• What new areas of opportunity are developing?
• What should investors be looking for in a real estate manager to continue to extrapolate performance in the future?
• “Hedge Funds and Real Estate” - What does this mean for institutional investors?

Moderator:
President, LATEC & NEW ORLEANS FIRE FIGHTERS PENSION AND RELIEF FUND

Panelists:
Managing Director, RESOURCE CONSERVATION FUND, LLC
CEO, INTERCONTINENTAL REAL ESTATE CORP.
Commissioner, LOS ANGELES (CA) FIRE & POLICE PENSION SYSTEM
Director, Real Estate Investments, NEW MEXICO STATE INVESTMENT COUNCIL

10:45

Refreshment Break

Sponsored by:
ORLEANS CAPITAL MANAGEMENT

11:00

The Future of the Hedge Fund Industry

Moderator:
President and CEO, ROGERSCASEY

Panelists:
Senior Vice President, PAULSON & CO INC.
Managing Director, EMORY CAPITAL MANAGEMENT, LLC
President, PLATINUM PARTNERS

12:00p

Fund of Funds

Moderator:
Executive Director, HOLYOKE CONTRIBUTORY RETIREMENT

Panelists:
Senior Vice President, Senior Portfolio Manager, SSARIS- SSGA
Regional Director for the Americas, PERMAL GROUP INC.
CEO, DAVIS CAPITAL GROUP
Chief Investment Officer, RBC Emerging Manager Allocator, RBC CAPITAL MARKETS

1:00

Luncheon

Guest Speaker
Consultant & Member, MAYOR'S MARDI GRAS ADVISORY COMMITTEE

2:15

Asset Allocation

Moderator:
Trustee, BOCA RATON (FL) POLICE & FIRE RETIREMENT ASSOCIATION

Panelists:
Senior Investment Consultant, TATA & GEORGE CONSULTING GROUP LLC
Senior Managing Partner, HAGIN INVESTMENT MANAGEMENT
Director, PEACHTREE ASSET MANAGEMENT

3:15

Challenges Facing Plan Sponsors regarding Ethics and fiduciary responsibility
• Examining the fiduciary obligations of trustees
• Class action/securities litigation
• Re-examining trustee ethics
• What constitutes “conflicts of interest”

Moderator:
General Counsel, NYC POLICE PENSIONS FUND

Panelists:
Deputy Director, LOUISIANA STATE EMPLOYEES' RETIREMENT SYSTEM
Vice President, INDEPENDENT FIDUCIARY SERVICES, INC.
Partner, BARROWAY TOPAZ KESSLER MELTZER & CHECK, LLP

6:00

MARDI GRAS BASH & PARADE VIEWING
Dinner, dancing, live music & PARADE

Sponsored by:
POMERANTZ, HAUDEK, BLOCK, GROSSMAN & GROSS LLP

Friday, February 20, 2009

8:00

Continental Breakfast

Sponsored by:
BEACON TRUST COMPANY

9:00

Welcoming Remarks

Executive Director, LOUISIANA TRUSTEE EDUCATION COUNCIL
President, LATEC & NEW ORLEANS FIRE FIGHTERS PENSION AND RELIEF FUND

9:15

VENTURING OUTSIDE THE BOX: LATE STAGE VENTURE CAPITAL - HIGHER RETURNS WITH LESS RISK, WHY NOW?

Chief Investment Officer, PREMIUM ASSET MANAGEMENT, LLC

9:45

A comparison of traditional versus alternative investment styles
The evolving definition of the Alternative Investing Sector

Moderator:
Director, CI INVESTMENTS

Panelists:
Senior Investment Strategist, NEPC
COO and Managing Director,GETI CAPITAL MANAGEMENT
Chief Executive Officer, EQUITAS CAPITAL ADVISORS LLC

10:45

Consultants Roundtable:

Panelists:
Executive Vice President/Senior Consultant, CONSULTING SERVICES GROUP, LLC
Managing Partner, RDK STRATEGIES
Executive Vice President, CALLAN ASSOCIATES

11:45a

Closing Remarks