Multi & Single Family Offices
Head of Alternative Investments, Osborne Siegel Private Family Office (SFO)
President, GenSpring Family Offices (MFO)
Family Investment Officer, GenSpring Family Offices (MFO)
President, Ritchie Group (SFO)
Managing Director, Athens Capital Management LLC (SFO)
Chief Investment Officer, Dimension Capital Management (MFO)
Trustee, MACDONALD FAMILY FOUNDATION (SFO)
Portfolio Manager, SB Capital Management, Inc. (MFO)
Managing Director, Phi Group Capital (SFO)
Managing Member, Park One Capital (SFO)
Managing Director, Montecito Advisors (SFO)
Managing Member, Breeze Family Ventures (SFO)
Chief Investment Officer, The Koffler Group (SFO)
President, Kestrel Asset Management LLC (SFO)
Executive Vice President, Bolour & Associates (SFO)
VP, Front Range Capital II, LLC (SFO)
Director, Robert J O'Brien Family Office (SFO)
Director of Public Equities, C.M. Capital Advisors (MFO)
Managing Director, Strait Ventures Olympic (SFO)
Trustee, MACDONALD FAMILY FOUNDATION (SFO)
Trustee, MACDONALD FAMILY FOUNDATION (SFO)
Managing Director, Chief COUNSEL & CCO, C.M. Capital Foundation (MFO)
Consultant, Montecito Advisors (SFO)
President, Peninusula Family Office (SFO) Family Office (SFO)
Managing Director, RMA, Inc.
Managing Director, Certis Capital Management (SFO)
Managing Director, Montecito Advisors (SFO)
CEO, Chang Family Partners, LTD (MFO)
Chairman, Chang Family Partners, LTD (MFO)
CIO, Chang Family Partners, LTD (MFO)
Founding Partner, Kling Partners

Pensions
Trustee, Delray Beach Police & Fire Retirement
Asst. Chief Investment Officer, Arizona State Retirement System
Chairman, New Orleans Municipal Employees’ Retirement System
Trustee, Phoenix Firefighters Employee Benefit Plan
President, Board of Trustees, City of Aurora Police Money Purchase Pension Plan
Executive Director, Stanislaus County Employees' Retirement Assn.
Senior Director, Healthcare of Ontario Pension Plan
Treasurer, Redford (MI) Police & Firemen Retirement
Trustee, Jacksonville Police & Fire Pension Fund
Trustee, City of Birmingham (AL) Employees Retirement and Relief System
Assistant City Attorney, City of Birmingham, AL
Executive Director, Holyoke Contributory Retirement
Trustee, Santa Barbara (CA) County Retirement System
Finance Director, City of Annapolis Maryland
Chair, Santa Barbara County Employees' Retirement System
Vice Chair, Santa Barbara County Employees' Retirement System
Secretary, Santa Barbara County Employees' Retirement System
Trustee, Santa Barbara County Employees' Retirement System
Trustee, Santa Barbara County Employees' Retirement System
Trustee, Santa Barbara County Employees' Retirement System
Trustee, Santa Barbara County Employees' Retirement System
Trustee, Santa Barbara County Employees' Retirement System
Trustee, Santa Barbara County Employees' Retirement System
Treasurer, Arapahoe County
Trustee, Policemen's Annuity and Benefit Fund of Chicago
President, Oakland Municipal Employees' Retirement System

Trustee, West Palm Beach Police Officers Pension Fund
Investment Officer, San Diego County Employees Retirement Association
Trustee, Orange County (CA) Retirement System
Deferred Compensation Manager, Alameda County Treasurer
Vice Chairman, Fresno County Employees Retirement Association
General Counsel, Tulsa County (OK) Retirement System
Trustee, Phoenix Firefighters Employee Benefit Trust Fund
Trustee, Montgomery County Employees Retirement System
Trustee, Fresno County Employees' Retirement Association
Trustee, San Antonio Firemen's & Policemen's Fund
San Antonio Fire & Police Pension Fund
Chairman of the Board, Trustee, City of Daytona Beach and Fire Pension Plan
Assistant CEO, Santa Barbara County Employees' Retirement Association
Trustee, Fresno County Employees' Retirement Association

Endowments & Foundations
Professor of Finance, Cal State Dominguez Hills
Founder & CIO, The Endowment Office
CIO, Elizabethtown College
Member; Board of Directors, Cal Poly Pomona Foundation
Chief Financial Officer and Treasurer, American Film Institute
Economist, The International Monetary fund (IMF)
Senior Associate Director, Stanford University
Trustee, MACDONALD FAMILY FOUNDATION
Adventist Health, Adventist Health
Assistant Treasurer, Santa Barbara Foundation
Controller, Santa Barbara Foundation
CIO, Meredith Family Foundation
Board Member, The Ministers and Missionaries Benefit Board
CFA, Investment Strategist, Treasury Department, Yale-New Haven Health SysTEM
Director of Finance, Gemological Institute of America
Director of Finance and Administration, Santa Barbara City College Foundation
Controller, Santa Barbara City College Foundation
Investment Committee, Visiting Nurses and Hospice Care Foundation of Santa Barbara
Board Member of Investment Board, Cal Poly University, SAN LUIS OBISPO
Investments Committee Member, Santa Barbara Foundation
Trustee, Inglewood Park Cemetery Endowment Care Funds
Director, Asia Economic Institute
Director, Asia Economic Institute
Trustee, Leukemia & Lymphoma Society
Chairman, Board of Directors, Oral & Maxillofacial Surgery Foundation
CFO, Loma Linda University
Senior VP of Finance & Administration, Santa Barbara Foundation
Associate Director Treasury & Investments, University of the Pacific

Consultants
Principal, Pension Consulting Alliance, Inc.
Director of Quantitative Research, PL Capital Advisors LLC
CEO, PL Capital Advisors LLC
Senior Consultant, Zeno Consulting Group, LLC
Senior Consultant, NEPC, LLC
Consultant, Meketa Investment Group, Inc.
Managing Director, Pension Consulting Alliance
Principal & Investment Consultant, Mercer Investment Consulting
Senior Consultant, Segal Advisors
Senior Associate, Consultant, Meketa Investment Group, Inc.
Vice President, Gray & Company
CFO, Loma Linda University

• Changes in 2011
• Fiduciary duties
• Infrastructure and government programs
• Healthy corporate debt markets vs. weaker sovereign debt markets
  

Moderator:
Trustee, Jacksonville Police & Fire Pension Fund

Panelists:
Family Investment Officer, GenSpring Family Offices (MFO)
Economist, The International Monetary fund (IMF)
Board Member, The Ministers and Missionaries Benefit Board

In Today's Volatile Environment, What Do Affluent Investors Want From Their Portfolios?

• Affluent investors were buffeted by the volatile markets of the past eleven years, and many are concerned about the major headwinds now facing our economy.  In response, there has been a strong move away from equity allocations and toward bonds and Absolute Return managers
• Affluent investors want deliverables, not "concepts" such as "alternative investing"
• There is a major trend toward Absolute Return - Many investors would be delighted if they could obtain 6% compounded over the next five years, for example.
• A satisfying balance of risk and return can be accomplished by various Absolute Return approaches, which we will discuss.

Speaker:
Lead Portfolio Manager, Sierra Investment Management

• How to make money in this environment
• Economic Outlook 2011
• Best practices in maximizing Fund returns
• Investing in the credit markets going forward
• Identifying a Unique Alpha Source in Equity Markets

Moderator:
Managing Director, KingsBay Capital (SFO)

Panelists:
Vice President, Portfolio Management Group, INTECH
CEO, Peritus Asset Management
Managing Partner, Keystone National Group, LLC

• Lessons from the Financial Crisis: Hedge Fund Risks
• The extra layer of fees - what do you get for your money?
• How will fund of funds compete with separate account platforms?
• Big or small? Diverse or concentrated? What's the best route?
• "Hybrid" hedge fund structures
• Managed accounts

Moderator:
Senior Consultant, NEPC, LLC

Panelists:
Senior Vice President of Investor Relations, Paulson & Co Inc.
President, Diversified Global Asset Management
Trustee,Leukemia & Lymphoma Society

• What asset classes will perform best in the next 12 months
• The role of hedge funds in asset allocations
• What new asset classes are worth considering?
• Incorporating alternative strategies within traditional strategies
• Determining the optimal investment mix
• Latest methodologies for constructing efficient portfolios
• Pros and cons of risk parity strategies
• Tactical asset allocation
• Dynamic Asset Allocation: A Tool to De-Risk Portfolios

Moderator:
Trustee, Delray Beach Police & Fire Retirement

Sponsored By:
Sierra Investment Management

Managing Director, Options Industry Council

• Global Versus Domestic Opportunities
• Absolute Return Strategies
• Traditional vs. non traditional, what are the benefits?
• Quantitative versus Fundamental, what about quantamental?

Moderator:
Principal, Pension Consulting Alliance, Inc.

• Property values
• Commercial/Residential
• How Do You Determine Your Allocation to Real Estate?
• Is Real Estate Part of the Alternatives or an Asset Class on its Own?
• Buying distressed debt

Moderator:
President, GenSpring Family Offices (MFO)

Panelists:
Vice President, Investment Affairs & Investor Education, National Association of Real Estate Investment Trusts (NAREIT)
Vice President, Carter & Associates
Managing Director, RMA, Inc.

• Private equity market in China
• Shrinking discounts in the secondaries space
• Co-investment deal flow
• Is venture capital dead?
• Negotiating terms and conditions
• Importance of exit strategies
• Where do we go from here?

Moderator:
Managing Director, Pension Consulting Alliance

Panelists:
Managing Partner, SAIL VENTURE PARTNERS
President, Kestrel Asset Management LLC (SFO)
President and CEO, Thomas Capital Group, LLC

• Investment vehicles available to investors (separate accounts, closed and open end funds, ETFs)
• Attractive investments: critical assets, inflation protection, solid cash flows
• How do real assets recognize client liabilities?
• What are managers doing to hedge against interest rate risk
• Shifts in fundamentals - How commodity and equity correlations are changing and why?
• Mean reversion in the commodity space and the implications for investors

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

• 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?
• New fast growing wealth creating sectors
• Social networking, Digital media, & Gaming
• Equity market neutral strategy

Moderator:
CFA, Investment Strategist, Treasury Department, Yale-New Haven Health System

• Manager Selection Risk Factors
• Detecting Manager Fraud
• Qualitative screening and due diligence
• What are the key determinants when selecting a manager
• Working with a consultant during the manager selection process
• What to look 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:
Principal & Investment Consultant, Mercer Investment Consulting

Panelists:
Consultant, Meketa Investment Group, Inc.
Director of Public Equities, C.M. Capital Advisors (MFO)
CFA- Partner, Edge Capital Partners

• Domestic and offshore
• Regulating hedge funds
• Avoiding fraud
• Allocating to new asset classes
• Corporate governance
• Due diligence considerations
• New disclosure & liability

Moderator:
Assistant City Attorney, City of Birmingham, AL

Moderator:
Trustee, CHICAGO POLICEMEN'S ANNUITY AND BENEFIT FUND

Panelists:
Managing Attorney-Advisor, Barge Consulting-SCA
Senior Consultant, Zeno Consulting Group, LLC

• Understanding Your Fiduciary Responsibilities
• Creating a Fiduciary Ethics Policy
• What constitutes "Conflicts of Interest"
• Preparing Participants for the Contemporary American Retirement System
• Participant PR Campaigns for Retirement Plans
• Hosting Pre-Retirement Workshops for Plan Participants

Moderator:
Treasurer, Redford (MI) Police & Firemen Retirement

Panelists:
Finance Director, City of Annapolis Maryland
President, Oakland Municipal Employees' Retirement System
President, Board of Trustees, City of Aurora Police Money Purchase Pension Plan