| 7:30 am |
Exhibit Setup |
| 7:45 am |
Continental Breakfast |
| 8:15 am |
Opening Remarks |
| 8:20 am |
Opportunities in the Muni Market: The Role of Private Equity
Fundamental Advisors LP |
| 8:45 am |
The Evolving Role of Investment Consultants
- Fiduciary Responsibility
- How often should asset allocations be reviewed and revised?
- How often should you review the performance of your consultant?
- How do you find and select the right consultant for your needs?
Moderator:
The Commonwealth Fund
Panelists:
CTC Consulting
Chapin Hill Advisors
Mercer |
| 9:30 am |
What lies ahead in 2012: Market Outlook
- Can we expect growth or a set back?
- What role is the Federal Reserve playing right now?
- What effects are the foreign markets playing on the U.S. and Global economies?
- Is the housing market still a significant factor on the health of the economy?
- Can we achieve sustainable employment growth without government support?
Moderator:
Consultiva Internacional, Inc.
Panelists:
Portfolio Advisors, LLC
Alvery Bartlett Group
SIFIRM, University of California, Santa Clara Sheriff's SAB |
| 10:15 am |
Refreshment Break
|
| 10:45 am |
Hedge Fund Opportunities:
- Importance of performing operational due diligence reviews of hedge fund managers
- What opportunities currently exist?
- Challenges facing investors in analyzing operational risks present in hedge funds
- Analyzing and measuring performance of hedge funds
- Using consultants to assist in the hedge fund operational due diligence process
- How do consultants evaluate hedge funds risks?
Moderator:
Corgentum Consulting, LLC
Panelists:
Agecroft Partners
Balestra Capital
III Associates |
| 11:30 am |
Styles and Strategies: What strategies should Investors be employing to maximize returns and minimize risk?
- Co-Investing opportunities
- Stories from the trenches: home runs and train wrecks
- Global Versus Domestic Opportunities and do they fit for your office
- Absolute Return Strategies
- Traditional vs. non traditional, what are the benefits?
- How to implement a style-based approach
- Smart investing moves for 2012 and what to watch for
Moderator:
Milliman
Panelists:
Broadmark Asset Management, LLC
Cole Real Estate Investments
Dreman Value Management |
| 12:15 pm |
Asset Allocation and Diversification in a volatile market
- Diversifying your portfolio with global investments
- What asset classes will perform best in the next 12 months
- What new asset classes are worth considering?
- Latest methodologies for constructing efficient portfolios
- Target allocations and risk tolerance
- Shelter from the storm...safe investments?
Moderator:
Agecroft Partners/City of Richmond Retirement system
Panelists:
Quick & Co. LLC (MFO)
CDI Advisors LLC
Windhaven Investment Management, Inc |
| 1:00 pm |
Luncheon |
| 2:15 pm |
Manager Selection Process: The Role a Consultant and a Fiduciary plays
- Choosing a Manager to consistently Beat the Benchmark
- Understanding the hedge fund manager
- Understanding the Role of Fees in the Manager Selection Process
- Which is more crucial: individuals, process, or overall performance
- How important is the human factor and what role does it play
- The top 5 attributes to look for when choosing a manager
- Track Record
Moderator:
Pension Fund Evaluations, Inc.
Panelist:
Towers Watson
NEPC
Zeno Consulting Group, LLC |
| 3:00 pm |
The Role of Alternative Investments In the Asset Allocation Process
- Critical considerations for hedge fund allocation
- Selecting the optimum asset allocation for your alternatives portfolio
- The current and prospective global economic trends in asset allocation
- What are the costs of implementing alternative allocation?
- Risks involved
- Mezzanine market overview
Moderator:
Towers Watson Investment Services
Panelist:
Clearbrook Investment Solutions LLC
Diversified Global Asset Management
Premium Point Investments |
| 3:45 pm |
Marketing to Plan Sponsors 101 – from RFPs to Finals Presentations
- Building your storyline and differentiating your firm
- Strategies to make it through the selling cycle
- Understanding your audience – Dos and Don'ts
- What investment committees look for and want to hear
Moderator:
Boca Raton (FL) Police & Fire Retirement Assoc.
Panelists:
Atlanta Firefighters Pension Fund
Frumerman & Nemeth Inc. |
| 4:30 pm |
Consultants Roundtable
- New Era? New Model?
- Evaluating service providers going forward given recent market turbulence
- Should institutions seek a one stop shop service provider rather than an A La Carte approach?
Panelists:
Callan Associates
R.V. Kuhns & Associates, Inc.
NEPC, LLC |
| 5:15 pm |
Cocktail Reception |
