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Wednesday, July 8, 2009
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8:00a
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AMERICA’S CUP SAILBOAT REGATTA
Sponsors include:
WORLD GOLD COUNCIL
GOLDCORE LTD
OPTIONS INDUSTRY COUNCIL
FINISTERRE
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8:00a
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Exhibit Set-up
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11:00a
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Exhibits Open
Registration
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12:30p
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Opening Remarks
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12:40p
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ASSET BASED LENDING IN THE CURRENT CREDIT ENVIRONMENT - INVESTORS CONSIDERATIONS
Founder and Managing Director, WOODHULL CAPITAL ADVISORS, LLC
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1:00p
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Partner & Partner, NIXON PEABODY
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1:20p
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Challenges facing Public Pension Plans: Past, Present and Future
"The Evolution of the Current Public Fund Landscape"
• What are we doing differently?
• How has this affected your cash flow decisions now and in the future?
• Is standard deviation and reversion to the mean the right perspective?
• Are we looking at the data correctly?
• Are we suffering from over reaction from out data or analysis paralysis?
Moderator:
Trustee, NEW HAMSHIRE RETIREMENT SYSTEM
Panelists:
County Controller, ALLEGHENY COUNTY
Board Member, RHODE ISLAND STATE INVESTMENT COMMISION
Vice Chairperson, VERMONT STATE TEACHERS RETIREMENT SYSTEM
Trustee, ORANGE CPUNTY RETIREMENT SYSTEM
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2:30p
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Asset Allocation: What Strategies Will Work for the Future?
• What asset classes will be the most popular in the next 12 months?
• Strategic asset allocation
• What new asset classes are worth considering?
• What is driving liability driven investing?
• Tactical asset allocation
• Incorporating alternative strategies within traditional strategies
• Determining the optimal investment mix
• Latest methodologies for constructing efficient portfolios
Moderator:
Executive Director, BROCKTON RETIREMENT BOARD
Panelists:
Chief Executive Officer, TIMBERVEST,LLC
Senior Manager - Client Relations, GOLDCORE LTD
President, STUART PORTFOLIO CONSULTANTS, LP
Managing Director, PENSION CONSULTING ALLIANCE
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3:30p
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Afternoon Refreshment Break
Sponsored by:
NIXON PEABODY
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3:45p
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State Treasurers’ Roundtable
• Where are we at?
• Where do we go from here?
• What time frame are we looking at for a recovery?
• How to prepare to come out of a recession
• Effects of the economic stimulus
Moderator:
Trustee, AUSTIN POLICE RETIREMENT SYSTEM
Panelists:
State Treasurer, STATE OF RHODE ISLAND
State Treasurer, STATE OF IOWA
State Treasurer, STATE OF IDAHO
Treasurer, STATE TREASURER OF KANSAS
State Treasurer, STATE OF PENNSLYVANIA
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5:00p
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Styles & Strategies
• Global-Macro
• Distressed
• Event-driven
• Absolute return strategies
• Tactical asset allocation
• Mergers & acquisitions
Moderator:
Executive Director, OKLAHOMA FIREFIGHTERS RETIREMENT SYSTEM
Panelists:
Chief Investment Officer, PEACHTREE ASSET MANAGEMENT
CIO, EIM MANAGEMENT (USA) INC.
Senior Managing Partner, HAGIN INVESTMENT MANAGEMENT
CFA, Vice President, THE MILLBURN RIDGEFIELD CORPORATION
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6:00p
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Equity Investing
• Domestic vs. international equity
• The role of mid-cap stocks in an investment portfolio
• Enhanced equity strategies
• What to look for when selecting an equity manager
• Understanding the true impact of trade costs on fund performance
• Practical applications of trade cost analysis, that help improve fund management and returns
• Global equities
Moderator:
Chairman, NEW HAVEN POLICE AND FIRE RETIREMENT FUND
Panelists:
Senior Portfolio Manager, CLEARBRIDGE ADVISORS
Client Services, CORNERSTONE INVESTMENT PARTNERS
Senior Vice President, BNY CONVERGEX GROUP
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6:45p
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Cocktail Reception
Sponsored by:
THE LEUKEMIA & LYMPHOMA SOCIETY
Special Guest:
National Chairman, Leukemia Cup Regatta
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Thursday, July 9, 2009
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7:15a
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Exhibits Open
Continental Breakfast
Sponsored by:
SAXENA WHITE
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8:15a
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Opening Remarks
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8:20a
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"SOCIALLY TARGETED INVESTING: A Gentle Reminder"
Esq., Attorney, SAXENA WHITE
Esq., Special Counsel, SAXENA WHITE
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8:40a
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"Option Strategies to Quell Market Chaos & Enhance Returns"
Managing Director, OPTIONS INDUSTRY COUNCIL
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9:00a
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Hedge Funds
• How will hedge funds sustain alpha returns in the current market environment?
• Hedge fund and fees are they justified by their returns?
• Comparative risks and returns of different hedge fund choices
• Is there evidence that hedge funds can time the market?
• Manager incentives associated with hedge funds
• Performance measurement of hedge funds
• Fees
• Alternative hedge fund investing
Moderator:
City Finance Director, PROVIDENCE EMPLOYEES' RETIREMENT SYSTEM
Panelists:
COO & COO, FORCE CAPITAL MANAGEMENT, LLC
Partner, BRIGADE CAPITAL MANAGEMENT
Managing Director – Portfolio Manager, SANDELL ASSET MANAGEMENT
Managing Director, BARCLAYS CAPITAL
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10:00a
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Fund of Funds
• Employing hedge funds as a portable alpha strategy
• Are fund of hedge funds the best method to initially access the hedge fund universe?
• What is the appropriate allocation to hedge funds for plan sponsors?
• Have fund of funds become the platform of choice?
• 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?
• The pros & cons of separately managed accounts vs. co-mingled
• Concentrated, sector specific, niche fund of funds: who is leading in performance?
Moderator:
Comptroller, BALTIMORE (MD) RETIREMENT SYSTEMS
Panelists:
Deputy Treasurer/Trustee, ORANGE COUNTY RETIREMENT SYSTEM
Consultant, MEKETA INVESTMENT GROUP
President and Chief Executive Officer, DILWORTH CAPITAL MANAGEMENT LLC
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11:00a
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Refreshment Break
Sponsored by:
WOODHULL CAPITAL ADVISORS, LLC
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11:15a
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Real Estate
• What are managers doing to hedge against interest rate risk?
• The state of the REIT market, public and private
• Small to midsize developers, an underserved market
• Private equity real estate investments
• Distressed real estate strategies
Moderator:
Chairman, Austin (TX) Police Retirement Fund
Panelists:
President, REZNICK CAPITAL MARKETS LLC
Senior Vice President, ING CLARION
Managing Director, Investment & Finance, PREMIER PACIFIC VINEYARDS
Principal, LBG REALTY ADVISORS, LLC
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12:15p
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Emerging Markets: Where do the Opportunities Lie Today?
• Which emerging markets are providing the greatest returns?
• Will emerging markets withstand the global depression better than developed markets?
• What are the risks?
• How to perform due diligence in key emerging markets
• Distressed debt opportunities in emerging markets
Moderator:
Trustee, NEW ORLEANS MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM
Panelists:
Chief Investment Officer, FINISTERRE CAPITAL
Senior Portfolio Manager, ARTIO GLOBAL INVESTORS
Chairman, Asset Allocation Committee, PMA Asian Opportunities Fund, PMA-USA, INC.
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1:00p
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Luncheon
“Gold as an Asset Class”
Speaker:
Head of Investment, North America, WORLD GOLD COUNCIL
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2:15p
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Private Equity Outlook
• New developments in the global private equity markets
• What private equity strategies are producing the best returns?
• Asset allocation decisions and up-and-coming trends
• Is there too much leverage in buy-outs with cheap liquidity?
• Pros and cons of private sale versus going public
• Opportunities for liquidity in private investments and partnerships
• How to build a new private equity program and take it to mature stage - length and phases of the development
• The convergence of private equity and hedge funds
Moderator:
Trustee, CITY OF BOSTON PENSION FUND
Panelists:
Managing Principal and Director of Private Markets, MEKETA INVESTMENT GROUP
Managing Director, VCFA
Managing Director, Fisher Lynch Capital
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3:15p
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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:
Executive Director, HOLYOKE CONTRIBUTORY RETIREMENT
Panelists:
Senior Investment Officer of Fixed Income, FLORIDA STATE BOARD OF ADMINISTRATION
Chief Operating Officer, MARATHON ASSET MANAGEMENT
Executive Vice President, CENTURION CREDIT MANAGEMENT, LP
Managing Director, Senior Portfolio Manager, GOTTEX SJC
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4:15p
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Manager Selection: What Should Public Funds be Looking for When Selecting Managers?
• Manager selection risk factors
• Detecting manager fraud
• Examples of major manager fraud cases
• Qualitative screening and due diligence
• What are the key determinants when selecting a manager?
• Working with a consultant during the manager selection process
• What should plan sponsors be looking for when selecting a manager?
• Defining and managing investment manager styles
• What are the most effective quantitative and qualitative methods for selecting managers?
• Is it possible to consistently choose managers that surpasses the benchmark? If so, what is the secret?
Moderator:
Pension/Benefits Manager, TOWN OF WEST HARTFORD PENSION
Panelists:
President, PPCA INC.
Principal and Executive Vice President, FIDUCIARY INVESTMENT ADVISORS, LLC
Executive Director, MINNESOTA, STATE BOARD OF
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5:00p
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KEYNOTE SPEAKER
"THE FIAT CURRENCY TEST"
Managing Partner, HAYMAN ADVISORS, L.P
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5:30p
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Cocktail Reception
Sponsored by:
LABATON SUCHAROW LLP
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