Real Asset Investing

Forum


November 9-10, 2009
La Costa Resort & Spa, Carlsbad, CA

PAST CONFERENCE AGENDA (as of 11-04-2009) ___

Senior Associate, Wilshire Investment Consulting
Trustee, Austin Police Retirement System
Board Member, Chair of Private Markets Committee, Orange County Employees Retirement System
Vice Chairman, Philadelphia Board of Pensions
Portfolio Manager, PrideCo Capital Management (Multi-Family Office)
Finance Director, PROVIDENCE EMPLOYEES' RETIREMENT SYSTEM
Senior Portfolio Manager, University of Colorado Foundation
Advisory Committee Member, Texas Permanent Fund
Managing Director, Longevity Family Capital
Partner, Altius Associates
Trustee, Orange County Retirement System
Senior Investment Analyst, Highland Capital Management (Multi-Family Office)
Managing Director, Strait Ventures Olympic (Family Office)
Managing Director, Bainbridge Capital Advisors
Trustee, City of Birmingham ( AL ) Employees Retirement and Relief System
Chief Financial Officer, San Diego Foundation
Trustee, Virginia Retirement System
Director, Greycourt
Asst. Private Equity Portfolio Manager, Arizona State Retirement System
Director - Structured Products , BP Corporation North America Inc
Portfolio Director, College Illinois !
Planning Officer, Oklahoma Firefighters Pension & Retirement System
Director - Private Equity & ETI Programs, New Mexico State Investment Council
Investment Manager, Loma Linda University Foundation
President, Mil Kered Inc. (Family Office)
President, PrideCo Capital Management (Multi-Family Office)
Director, Asia Economic Institute
Trustee, City of Boston Pension Fund
Director, BEDI CAPITAL LLP (FAMILY OFFICE)
Trustee, Policemen`s Annuity & Benefit Fund of Chicago

Associate, Canterbury Consulting
CIO, Elizabethtown College
Executive Director, Kare Youth League
Trustee, Chicago Park Employees' Annuity and Benefit Fund
Assistant Comptroller For Pensions, New York City Retirement Systems
Trustee, Orange County Retirement System
Senior Consultant, New England Pension Consultants
Senior Associate, Meketa Investment Group  
Consultant, Meketa Investment Group, Inc.
Director of Finance, Gemological Institute of America
Lisa Marie Harris, Chief Deputy Treasurer, SAN DIEGO COUNTY TREASURER’S OFFICE
Executive Director, Chicago (IL) Park Employees A&B Fund
President, QUALITY MANAGER CONSULTANTS LLC
Chairman, Board of Directors, ORAL & MAXILLOFACIAL SURGERY FOUNDATION
Chief Executive Officer, United Management Group
Trustee, Thomas C. Ackerman Foundation
Founder, SFG Asset Advisors, LLC (Family Office)
Senior Associate, Meketa Investment Group
Chief Investment Officer, Long-Term Solutions, LLC
General Partner, Bainbridge
Chairman, Austin (TX) Police Retirement Fund
Professor of Finance, Cal State Dominguez Hills
Director, Asia Economic Institute
Chairman, Investment Committee, Texas Permanent School Fund
Private Equity Portfolio Manager, Arizona State Retirement System
Managing Director, Longevity Family Capital
President, Baciu Family Capital
Wealth Advisor, Cornerstone Wealth Management
Principal, Jacobson Capital (Family Office)
Managing Director, Cornerstone Wealth Management
Pension Trustee, Alaska Electrical Pension Fund
Vice President & Director, The Brainerd Foundation
Co-Chair, Alaska Electrical Pension Fund
Associate, Canterbury Consulting

Monday, November 9, 2009:

8:00a

Golf Tournament

8:00a

Exhibit Set-up

11:00a

Registration

1:45p

Co-Chairpersons’ Welcoming Remarks

2:00p

Real Asset Investments…Top Portfolio Allocations and Opportunities moving forward

• Ideal returns
• Rebalancing and Realignment
• Hedging your bets
• Risk adjusted acquisitions
• Top Real asset blends
• Precious Metals

Moderator:
Chairman, Austin (TX) Police Retirement Fund

Panelists:
Trustee, ORANGE COUNTY RETIREMENT SYSTEM
Portfolio Manager & Managed Accounts, Nostradamus Funds LLC
Managing Partner, McKinley Partners
Vice President, Franklin Templeton Real Estate Advisors

3:00p

Investing in Timberland

• Harvesting Strategies
• Greenland Strategies
• Tax Implications
• Commodity Future Pricing
• Betting on the Future
• Demand Drivers

Moderator:
Senior Associate, WILSHIRE INVESTMENT CONSULTING

Panelists:
Senior VP Business Development, TIMBERVEST
CEO, THE FORESTLAND GROUP, LLC
Senior Vice President, RMK TIMBERLAND GROUP

4:00p

Afternoon Refreshment Break

4:15p

Green-Clean Investing Strategies

• Impact of Gov’t Programs
• LEED
• Top Greenfield strategies
• Maximizing PR opportunities
• Sustainable opportunities
• Triple Bottom Line
• Tax Credit & Incentives
• Resource Efficient Development

Moderator:
Trustee, POLICEMEN'S ANNUITY & BENEFIT FUND OF CHICAGO

Panelists:
Principal, CROWN CAPITAL
Principal, ICONIC DEVELOPMENT & Faculty, NORTHWESTERN UNIVERSITY
Executive Vice President, TRIAD DEVELOPMENT
Attorney, BERGER SINGERMAN

5:15p

Infrastructure /Energy

• Top Energy investment Strategies
• Global demand
• Key sectors
• Demand & pricing outlook
• Renewable Energy

Moderator:
Planning Officer, Oklahoma Firefighters Pension & Retirement System

Panelists:
Managing Director, Redwood Renewables
Head of Corporate Development, Tortoise Capital Advisors
Managing Director, Abatis Capital, LLC
CEO, Virid Capital Management

6:15p

Cocktail Reception

Sponsored by:
REZNICK CAPITAL MARKETS

Tuesday, November 10, 2009:

7:30a

Breakfast

8:20a

Welcoming Remarks

8:30a

“Real Estate Rising”

President & CEO, Dynamic Asset Management

9:00a

Real Estate Investing….. Highest Returns?

• Non-Distressed Real Estate
• Residential & Commercial Opportunities
• Land, Office, Retail, Industrial
• Financing & Deal Structure
• Why Distress Arrived Overseas first

Moderator:
Finance Director, PROVIDENCE EMPLOYEES' RETIREMENT SYSTEM

Panelists:
Director, Greycourt
Managing Director, Harrison Street Real Estate Partners
Portfolio Manager, Compass Equity Advisors
Managing Partner, LBG Realty Advisors, LLCS
Founder & CEO, DAVIS CAPITAL GROUP

10:15a

Commodity Investing

• Investment Strategies
• Oil & Gas
• Government Programs/Impact/Incentives
• Best Buys
• Investing in Water
• Demand expectations
• Why commodities are hot now

Moderator:
Trustee, City of Birmingham ( AL ) Employees Retirement and Relief System

Panelists:
Chairman, Elgin Energy
Manager of Falcon E&P Opportunities LP, Highland Capital Management LP
Portfolio Manager, Galtere Ltd.

11:00a

Morning Refreshment Break

11:15p

Distressed Real Estate….Top Opportunities

• Buying notes & paper
• Commercial—income generation
• Residential  SFR and Projects
• Bank/FDIC
• ½ built projects
• Performing and under performing Loans

Moderator:
Senior Associate, Meketa Investment Group

Panelists:
President, Reznick Capital Markets LLC
Principal, Sonnenblick Del Rio
General Partner, Bainbridge ZKSC
LOWE ENTERPRISES INVESTORS, LLC

12:15p

Top Workout Strategies:

• Stalled projects…How to start?
• How do you re-position distressed projects (re-examining product type/density/financing to succeed)
• JV Partners and upside deals/FDIC Model
• Legal & Loan Modification/Restructuring Strategies
• Branding and Social networking
• International Buyers

Moderator:
Principal, CROWN CAPITAL

Panelists:
Partner, CROWN REALTY ADVISORS
Co-Founder & Principal, Edgewood Realty Partners
Managing Director, CSG CAPITAL

1:00p

Luncheon Speaker
“Gold as an Asset Class”

Investment Research Manager, WORLD GOLD COUNCIL

2:15p

Inflationary Investing…..Best Bets:
Liquid Alternatives and Inflation Protection Strategies
Top Asset Classes
Capital Crunch and Investment Liquidity
Where the Best buys are hidden
Proven  investment strategies
Stabilized  and Fixed Income
Risk  vs. return asset classes
Latest Government impact

Moderator:

Panelists:
Senior Portfolio Manager, UNIVERSITY OF COLORADO FOUNDATION
CEO, VERO Capital Management, L.L.C.
Director, iSectors, LLC
Senior Advisor, Wood Creek Capital Management

3:15p

How to Attract/Secure Capital for Distressed Projects

• What is the best way to source new distressed deals?
• Public financing/Tax Credits
• Seller Financing and alternative financing options?
• Underwriting and  Credit enhancement
• Restructuring and recapitalization
• Private Capital

Panelists:
CEO, Ridgeback Partners
Kawata Capital
Shareholder, Berger Singerman
Chairmain and CEO, REVEN CAPITAL

4:15p

Cocktail Reception

Sponsored by:
CROWN REALTY ADVISORS