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Midwest Investment Conultants Forum
Investment Consultants
Forum Midwest
 
December 2, 2010
W Chicago - Lakeshore, Chicago, IL
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VIEW CONFERENCE DETAILS
(Agenda current as of 12-2-10)
  2010 Participants Include:
 

Managing Director, Altair Advisers LLC. 
Chief Investment Officer, Ascent Family Group (SFO)
Capital Markets Analyst, Asset Strategies Portfolio Services, Inc.
CPA, Senior Consultant, Asset Strategies Portfolio Services, Inc.
Chairman, Austin (TX) Police Retirement Fund
President, Barge Consulting, LLC
Managing Partner/Consultant-Counsel, Barge Consulting-SCA
President, Barrington Police Pension Fund
Managing Director, Brownson, Rehmus & Foxworth, Inc. (MFO)
Senior Vice President, Callan Associates
Trustee, Chicago (IL) Policemen's Annuity & Benefit Fund
Trustee, Chicago (IL) Teachers Pension Fund
Executive Director, Chicago Park Employees' Annuity and Benefit Fund
Trustee, Chicago Park Employees' Annuity and Benefit Fund
Trustee, Chicago Park Employees' Annuity and Benefit Fund
Executive Director, Chicago Transit Authority Retirement
Finance Committee, Christopher Reynolds Foundation
Trustee, City of Southfield
Director, Clontarf Capital
CIO, College Illinois!
Executive Director, College Illinois!
Portfolio Strategist, College Illinois!
Managing Director, Cornerstone Angels
CFA, CFP®, Senior Investment Consultant The Wealth Office, DiMeo Schneider & Associates, LLC
Investment Consultant, DiMeo Schneider & Associates, LLC
Investment Consultant, DiMeo Schneider & Associates, LLC
Manager of Investment Search, DiMeo Schneider & Associates, LLC
Research Analyst, DiMeo Schneider & Associates, LLC
President, Donald B. Franklin, Inc.
CEO, Family Wealth Dynamics
Senior Consultant, Hammond Associates
Trustee, Harvey Police Pension & Retirement Fund
Trustee, Harvey Police Pension & Retirement Fund
Trustee, Harvey Police Pension & Retirement Fund
Director-College Savings Programs, Illinois College Savings Programs
Manager, College Savings, Illinois College Savings Programs

 

Portfolio Officer - Valuation & Analysis Portfolio Manager - Emerging & Minority, Illinois State Board of Investment
Executive Director, Irene's Home (City of Chicago Department of Social Services)
President, Leavitt Capital Management (MFO)
President, Mack International, LLC
Director of Research, Marco Consulting Group
Manager & Senior Analyst, Equity Research, Marco Consulting Group
Managing Director, MBO Cleary Advisors
Principal, McSheehy FO
Principal, McSheehy FO
Director, Mercer Sentinel Group
Senior Consultant, Mercer Sentinel Group
Senior Investment Manager, Municipal Employees' Annuity and Benefit Fund of Chicago
Trustee, Municipal Employees' Annuity and Benefit Fund of Chicago
Principal, NEPC, LLC
Chairman, New Haven Police and Fire Retirement
Chief Investment Officer, Osborne Siegel Private Family Office (SFO)
Head of Alternative Investments, Osborne Siegel Private Family Office (SFO)
Managing Director, Oxford Financial Group, Ltd. (MFO)
Trustee, Policemen’s Annuity & Benefit Fund of Chicago
Trustee, Policemen's Annuity & Benefit Fund of Chicago
Chief Financial Officer, Polk Bros. Foundation
President, Pollack Management, Inc. (SFO)
Investment Analyst , Public School Teachers' Pension and Retirement Fund of Chicago
President, Quality Manager Consultants, LLC
President and CEO, Rogerscasey
Director, Scully Capital (SFO)
Senior Consultant, Segal Advisors, Inc.
Trustee/Director of Institutional Services, SEIU Local 1
Principal, Sevaslidis (SFO)
Principal, Sevaslidis (SFO)
Senior Consultant, Stratford Advisory Group
Portfolio Manager/Investment Officer, Emerging Managers Portfolio, Teachers' Retirement System of the State of Illinois
Senior Institutional Consultant, The Eriksen Group
Analyst, The Marco Consulting Group
Professor, The University of Chicago
Chairman, United Airlines Pilots' Defined Contribution Plan
Trustee, Wayne County Employees Retirement System
Senior Associate, Wilshire Associates
President, Worth Financial Corporation

 
  Thursday, December 2, 2010
7:30a Exhibit Setup
8:00a Continental Breakfast

8:45a Opening Remarks
9:00a The Evolving Role of Investment Consultants in today's changing times

  • Manager selection
  • Shaping investors' strategies, investment practices and asset manager selections.
  • Fiduciary Responsibility
  • How often should asset allocations be reviewed and revised?

Moderator:
Executive Director, Chicago Transit Authority Retirement

Panelists:
President and CEO, Rogerscasey
Investment Analyst, Public School Teachers' Pension and Retirement Fund of Chicago

9:45a The Changing Landscape of Alternative Investments and what opportunities lie ahead?

Moderator:
Portfolio Strategist, COLLEGE Illinois!

Panelists:
Senior Associate, Wilshire Associates
Portfolio Manager, Silva Capital Management
Partner, Law Firm of McGuireWoods LLP

10:30a Morning Refreshment Break
10:45a What lessons have investors learned over the last 12 months and what do investors expect from managers and their consultants going forward?
  • How do portfolios, historically, behave in high volatility environments?
  • How can consultants/pensions protect their portfolios without paying for insurance?
  • In anticipated low return environment, what portfolio protection alternatives are available with positive expected returns?
  • What is the cost/benefit to a portfolio?

Moderator:
Managing Director, Milliman

Panelists:
PhD, Co-Portfolio Manager, Core Capital Management

11:30a Hedge Funds
  • Effectively evaluating performance
  • How has the availability of leverage affected returns
  • Risk Return: Finding the right strategy for your risk tolerance

Moderator:
Chief Investment Officer, Ascent Family Group (SFO)

Panelists:
Senior Vice President, Paulson & Co Inc.
Chief Risk Officer, Rock Maple Funds
Managing Member, G2 Investment Partners

12:15p Styles and Strategies
  • Portable alpha strategies
  • Developing emerging market strategies
  • Beta investment via ETF's
  • Operational due diligence strategies
  • Do global equity strategies offer an advantage

Moderator:
Trustee, City of Southfield

Panelists:
Senior Vice President, Invesco PowerShares
Portfolio Development, Ceres Alternative Investments
Managing Director, Skybridge Capital

1:00p Luncheon
2:15p Asset Allocation: What asset classes will yield the highest returns in 2011?

  • Effective Diversification
  • How often should asset allocations be reviewed and revised?
  • Rebalancing & Realignment strategies
  • Examining economic factors
  • Likely risks and returns associated with each type of asset

Moderator:
Chairman, New Haven Police and Fire Retirement

Panelists:
President, Leavitt Capital Management (MFO)
Managing Principal and Co-Founder, RCP Advisors, LLC

3:00p Investment Policy

  • Compliance
  • Due Diligence
  • Target Asset Allocation
  • Benchmarks
  • Risk
  • Diversification
  • Monitoring your portfolio

Moderator:
Chairman, Austin (TX) Police Retirement Fund

Panelists:
Director, Mercer Sentinel Group
Managing Director, Altair Advisers, LLC
Finance Committee, Christopher Reynolds Foundation

4:00p Consultants Round Table

  • Predictions for 2011
  • New Era? New Model?
  • Merits and weaknesses of the industry.
  • 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?

Moderator:
Trustee, Chicago Park Employees' Annuity and Benefit Fund

Panelists:
Senior Vice President, Callan Associates
Senior Institutional Consultant, The Eriksen Group
Managing Partner/Consultant-Counsel, Barge Consulting-SCA
National Practice Leader, Plan Sponsor Advisors

5:00p Cocktail Reception
 
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