Moderator:
Oklahoma Firefighters Pension & Retirement System

Panelist:
STATE OF MARYLAND RETIREMENT SYSTEMS

• Real Estate outlook
• Trends in Real Estate/Types of Assets
• Industry outlook
• Structure trends
• Opportunities for growth/income
• Liquidity
  

Moderator:
ALVERY BARTLETT GROUP

Panelists:
Portfolio Advisors, LLC

• Should cash rich domestic companies invest in their core competency or to increase scope of their business?
• Are there better Buy Out opportunities in Eurozone now than elsewhere globally?
• What are the opportunities in BRICs and South America?
• Which segments of the market are better positioned for Buy outs in 2012?
• What are the criteria to decide between Active (e.g. Buyout) vs. Passive investment in the Target?
• What is the role of leverage (inexpensive financing) and access to liquidity  for Buy-outs in the current economic environment?
• How do you create value other than financial engineering?
• Have you done anything unique within your organization to differentiate your firms abilities to create value?
• How do you source opportunities?
• Does price matter?
• Do you have any unique financing capabilities?

Moderator:
SVRT Corp. (MFO)

Panelists:
CAMBRIDGE ASSOCIATES LLC
BERTRAM CAPITAL

• What returns should investors expect from the secondary market.
• Is the big opportunity in secondaries over?
• Are all secondary strategies the same?
• What does the emergence of Secondary Trading Platforms mean for institutional investors?
• How do I evaluate a secondary manager or advisor?
• Who is selling and who is buying?
  

Moderator:
NEPC

Panelist:
Furman University

• Timing and types of exit strategies
• Factors influencing exits
• Public vs Private exit options (pros/cons)
• Issues faced on exit

Moderator:
SIFIRM/University of California/Santa Clara Sheriff's SAB

• Liquidity outlook
• 2012 and the impact of the election (and Bain Capital)
• Sectors of interest
• Role of government
• Series A crunch?
• Why VC, why now

Moderator:
TYDEN VENTURES (SFO)

• Fossil fuel commodity prices will be key - will oil be stable, or will Iran/other factors trigger another spike? US natural gas prices remain stubbornly low – what impact on producers and industrial consumers?
• Energy transportation will be key - more pipeline opportunities, electricity transmission investments. Look for export opportunities for natural gas, refined petroleum and coal to be on the rise.
• Emerging "cleantech" technologies remain promising, anchored by "smart grid' and commercial energy efficiency. Electric vehicles and energy storage?
• Probable delay of EPA point source regs keeps coal burning bright in the short term, but it doesn't change the fact that new non-coal generation is going to have to come online, but in what form? Natural gas? Wind? Demand Response?

Moderator:
PUBLIC CITIZEN'S ENERGY PROGRAM

Panelists:
CalSTRS
Clean Coalition

Moderator:
DEERFIELD BEACH FIRE

Moderator:
City of Aurora (CO) General Employees' Retirement Plan

Panelists:
THE ROTTER FAMILY TRUST (SFO)

• Do return drivers for EM and Frontier markets differ from those in developed markets
• What markets present opportunities beyond the BRIC's
• Do the risk drivers of BRIC dealflow still signal "emerging" in an asset allocation
• Minority investments vs. local, controlling positions
• Are well functioning capital markets necessary
• What are LP allocation flow expectations for specific geographies
• What are the prospects for the 2012 vintage
• Is there enough capacity for large investment and liquidity
• Define due diligence considerations

Moderator:
SAN JOSE POLICE & FIRE DEPARTMENT RETIREMENT PLAN; WAVERLY ADVISORS

Moderator:
Long-Term Solutions, LLC (MFO)

• How will increased regulatory scrutiny and investor demand for transparency influence General Partner disclosures?
• What can investors do to effectively enhance due diligence capabilities?
• Approaches towards on-going risk management after initial capital allocations have been made?
• How can LPs better work together to better coordinate the sharing of risk management data?
• How have industry attitudes changed towards risk management data transparency across issues such as valuation and compliance?
• How does risk change and how is risk defined with changing/shifting geo-political conditions? And how do we best educate and inform ourselves about these changes with respect to asset protection?
• How might economic/public policy change in an election year and beyond and how does that affect markets and risk planning/tolerances for the coming year?
• Is risk management a defensive or an offensive strategy? How does this affect asset allocation? Site specific examples.
• What are the major fear factors in investment management? Have they changed? How are they addresses through risk mitigation efforts?
• Are current manager due diligence and research capabilities sufficient to really judge a manager and therefore meet risk tolerances? How can we be prophetic in selecting managers?
• How do we set risk tolerance guidelines and when do we abuse them for the sake of high returns?

Moderator:
Corgentum Consulting, LLC

Panelists:
THE WEALTH AND FAMILY MANAGEMENT GROUP
E M Strategies Inc/The Fletcher School of Law & Diplomacy