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Public Funds Summit East

Public Funds Summit

January 12-14, 2015
Fairmont Scottsdale Princess, Scottsdale, AZ
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VIEW CONFERENCE DETAILS
(Agenda current as of 1-5-15)
 
  Conference Day 1: Monday, January 12, 2015
9:00 am Exhibit Setup Begins
10:30 am Registration Opens
11:00 am Chairman Welcoming Remarks

Trustee, BOCA RATON (FL) POLICE & FIRE RETIREMENT ASSOC.
11:10 am Pension Reform Workshop
(boxed lunch will be served)

Moderator:
Trustee, CITY OF PHOENIX POLICE PENSION BOARD

Panelists:
President, Ed Friend. Inc
Managing Partner, Kamp Consulting Solutions, LLC
President, ILLINOIS PUBLIC PENSION FUND ASSOCIATION

1:00 pm Chief Investment Officer Roundtable
  • The state of U.S. Retirement
  • How are public funds preparing for the next economic cycle?
  • How are public funds approaching pension and health program sustainability?
  • The relevance and impact of new GASB's
  • What future investment returns are expected?
  • The impact of municipal bankruptcies on public employee pensions and benefits  

Moderator:
Trustee, Austin Police Retirement System

Panelists:
Chief Investment Officer, Louisiana State Employees' Retirement System
Asst. Chief Investment Officer, Arizona State Retirement System
Chief Investment Officer, Public Employee Retirement System of Idaho

2:00 pm

Corporate Bonds - Perception vs. Reality

Partner, Taxable Bond Portfolio Manager, GW&K INVESTMENT MANAGEMENT

2:20 pm

Taking the Lead: Should My Fund Take an Active Role in Securities Litigation?

Special Counsel, SAXENA WHITE

2:40 pm Identifying Promising Investment Opportunities for Institutional Investors
  • How is the Global Economy and changes in policies by Central Banks changing the way public pensions invest?
  • What are the best strategies to generate positive returns?
  • Can pension funds rely on asset managers' and consultants' strategies or should they rely on their own?
  • What are the new investment opportunities for 2015?
  • What asset classes will perform best in the next 12 months?
  • Stories from the trenches: home runs & train wrecks.
  • Are we seeing any significant new product innovations?
  • What unconventional asset classes are worth considering?
  • Which global markets are most promising for 2015? 

Moderator:
Trustee, SAMBA FINANCIAL GROUP-UK PENSION SCHEME

Panelists:
Senior Director, Index Investment Strategy, S&P Dow Jones Indices
Senior Managing Director, Windhaven Investment Management, Inc.
Managing Director, Research and Investment Strategy, American Realty Advisors
Managing Director, PAAMCO

3:40 pm Networking Refreshment Break in Exhibit Hall

Sponsored by: SAXENA WHITE
4:00 pm Role of Equity in your portfolio  
  • Addressing risk in your portfolio
  • How has the approach to equity investing changed?
  • Where do equities fit with alternative asset classes?
  • Volatility: friend or foe?
  • What are the biggest mistakes investors make with equity investing?
  • How to win at Powerball and beat the football point spreads

Moderator:
Trustee, West Palm Beach (FL) Police Pension Fund

Panelists:
Managing Director, Senior Client Portfolio Manager, Global Equities, J.P. Morgan ASSET MANAGEMENT
Manager, Brandes Institute, Brandes Investment Partners
Principal/Portfolio Manager/ Chief Investment Officer, HERNDON CAPITAL MANAGEMENT
Product Specialist, International Equities, FIS GROUP, INC.

5:00 pm Executive Director' Roundtable

Moderator:
President, LOUISIANA TRUSTEE EDUCATION COUNCIL

Panelists:
Executive Director, Wayne County Employees' Retirement System
Executive Director, Arizona State Retirement System
Executive Director-Administrator, Jacksonville Police and Fire Pension Fund
Executive Director, St. Louis Police Retirement System

5:45 pm State Treasurers Roundtable

Moderator:
Executive Director, Minnesota Teachers Retirement Association

Panelists:
State Treasurer, State of Iowa
State Treasurer, State of Utah
State Treasurer, STATE OF ARIZONA
State Treasurer, STATE OF PENNSYLVANIA

6:45 pm COCKTAIL RECEPTION
Join us and unwind with fellow industry professionals for refreshments & hors d'oeuvres during our networking break. 

Sponsored by: J.P. MORGAN ASSET MANAGEMENT
 
  Conference Day 2: Tuesday, January 13, 2015
7:00 am Continental Breakfast


Sponsored by:

Brandes Investment Partners
8:00 am Chairman Welcoming Remarks

Trustee, BOCA RATON (FL) POLICE & FIRE RETIREMENT ASSOC.
8:10 am

Best Practices in Managing Transaction Costs in Today's Fragmented Market

Executive Managing Director, Vertas Brokerage Consulting

8:30 am HAS ASSET ALLOCATION OUTPACED INVESTMENT COMMITTEE EDUCATION?

Findings from the Pyramis' 2014 Global Institutional Investor Survey of 811 investment executives in 22 countries.

Vice President - Market & Business Intelligence, Pyramis Global Advisors
9:00 am

STRUCTURAL GROWTH, OIL AND OUTLOOK

Portfolio Manager, VAN ECK GLOBAL

9:20 am FIXED INCOME IN A RISING RATE ENVIRONMENT

Co-Head of Fixed Income, Nuveen Investments
9:40 am Networking Refreshment Break in Exhibit Hall

Sponsored by: GW&K INVESTMENT MANAGEMENT
  TRACK A TRACK B
10:00 am

Credit and Fixed Income Investment Opportunities 

  • Municipal market - assessment and opportunities
  • Investment grade treasuries and corporate - what is risk free
  • Investing in the housing market
  • Major trends in the credit markets for 2015
  • Exploiting inefficiencies in the credit markets
  • The importance of manager flexibility
  • Benefits of a long-term strategic allocation to the high yield asset class

Moderator:
Managing Director, Portfolio Advisors LLC

Panelists:
Client Portfolio Manager, Lord Abbett
Head US Core Plus, Aberdeen Asset Management
Managing Director, CIO, DuPont Capital Management
Managing Director, Director of
Global Credit Research, Napier Park Global
Partner, TENNENBAUM CAPITAL PARTNERS, LLC

Where to generate returns in Real Estate

  • Trends in 2015
  • What significant opportunities and challenges face the Real Estate sector?
  • Distressed Real Estate opportunities
  • International opportunities
  • Commercial vs. residential

Moderator:
Chairman, DAYTONA BEACH POLICE AND FIRE PENSION FUND

Panelists:
Chairman & CEO, INTERCONTINENTAL REAL ESTATE CORPORATION
Founder and Managing Partner, TERRACAP MANAGEMENT CORP.
Portfolio Manager, CORNERSTONE REAL ESTATE ADVISERS LLC
President & CEO, NATIONAL REAL ESTATE ADVISORS, LLC

11:15 am Hedge Funds; Underwhelming or Poised for a Surge?
  • Which hedge fund strategies will thrive in the current market environment?
  • How to differentiate your fund?
  • Which hedge funds best complement your portfolio?
  • Is bigger better?
  • New expectations pension plans have for hedge fund managers
  • Analyzing and measuring performance of hedge funds

Moderator:
President, Inter-Local Pension Fund

Panelists:
Director, BLACKROCK ALTERNATIVE ADVISORS
Head of Global Investor Relations and Marketing, LIBREMAX CAPITAL
Executive Director, UBS GLOBAL ASSET MANAGEMENT

Real Assets and Energy Investing

  • How do real assets fit into a pension funds portfolio?
  • What are the real return characteristics of Real assets?
  • Risks involved
  • Infrastructure
  • Water
  • Oil and Gas investing
  • Real Estate
  • Direct vs. indirect investments
  • Diversifying with agriculture

Moderator:
Senior Managing Director, CLIFFWATER LLC

Panelists:
Head of Corporate Development Group, TORTOISE CAPITAL ADVISORS
Senior Managing Director and Client Portfolio Manager for Institutional Clients, DUFF & PHELPS INVESTMENT MANAGEMENT

12:00 am Generating Alpha in Today's Turbulent Markets
  • What investment opportunities exist for pension plans?
  • What role can liquid alternatives play in generating returns?
  • What investment vehicles should pensions avoid in the upcoming year?
  • What changes to asset allocation models should be made?

Moderator:
Vice President, CALLAN ASSOCIATES

Panelists:
Trustee, BOCA RATON (FL) POLICE & FIRE RETIREMENT ASSOC.
Trustee, PFPOPE
President, AFL-CIO BLDG INVESTMENT TRUST BIT

Approaches for Low Volatility Investing

  • How to outperform Stocks and Bonds with Convertible Bonds
  • An approach to outperforming equities with about half the standard deviation
  • The advantages of Convertible Bonds vs. Equities and other Bonds
  • Why Convertible Bonds may be a great asset class in a rising interest rate environment
  • The potential to achieve equity upside with the principal protection of bonds

Moderator:
Managing Director, PENSION CONSULTING ALLIANCE, INC.

Panelists:
Co-CIO & Portfolio Manager, WELLESLEY INVESTMENT ADVISORS
Trustee, HOLYOKE CONTRIBUTORY RETIREMENT
Equity Investment Specialist, CAPITAL GROUP

12:45 am Networking Luncheon
Sponsored by: VERTAS BROKERAGE CONSULTING

2:00 pm Funding Policy for Pensions and its effect on Manager Selection
  • How should funding affect your search for managers?
  • What investment strategies work best for underfunded plans?
  • What are your target returns?
  • Role of an actuary in finding the right goal
  • How to measure success?

Moderator:
Senior Consultant, Segal Rogerscasey

Panelists:
CEO, Alberta Teachers' Retirement Fund
Principal & Consulting Actuary, BUCK CONSULTANTS
Principal, Retirement Wealth Practice, BUCK CONSULTANTS LLC,

2:45 am Legal Issues for Pension Plans
  • Protecting your fund from scrutiny
  • Fiduciary reliance on expert advice
  • International issues
  • Recent developments
  • Investor protection
  • Best practices and compliance issues for the hedge funds and fund of funds
  • Conflicts of interest
  • Outcome of current legislation and regulations
  • SEC update

Moderator:
Trustee, General Counsel for Investments and Operations, NYC PUBLIC ADVOCATE/NYCERS

Panelists:
Counsel, Bernstein Litowitz Berger & Grossmann
Partner, KUTAK ROCK LLP
Partner, KAPLAN FOX & KILSHEIMER LLP
Attorney, POMERANTZ LLP

3:45 am How to Diversify - Non Correlated Assets
  • Is there any such thing as non-correlated assets?
  • What are the roles of alternatives in your portfolio?
  • Can ETFs help achieve non-correlation?
  • How much risk is too much?
  • What is involved in structuring a well-diversified portfolio?

Moderator:
Senior Vice President, PORTFOLIO ADVISORS LLC

Panelists:
Vice President, Consultant Relations Manager, Federated Investors, INC. 
Director, PAAMCO
Director - Institutional Business Development, CHICAGO BOARD OPTIONS EXCHANGE
4:30 pm Networking Break
Sponsored by: NUVEEN INVESTMENTS
4:45 pm Consultant Outlook: The new consulting model
  • Choosing the right consultant for your plan
  • How are consultants and pension funds comparing money managers’ performance?
  • Consultant obligations during manager selection and what characteristics do consultants focus on?
  • Choosing a qualified consultant to perform appropriate due diligence

Moderator:
Chairman, Austin Police Retirement System

Panelists:
Vice President, Director | MPPP Plan Administrator, INNOVEST PORTFOLIO SOLUTIONS LLC
Associate Partner, Institutional Advisory Solutions, HEWITT ENNISKNUPP, INC., AN AON COMPANY
5:30 pm Perception of DB plans - How can pensions work together to make their case effectively?

Moderator:
CEO, HALIFAX PORT ILA/HEA PENSION PLAN AND TRUST FUNDS

Panelists:
Partner, ASHLAND PARTNERS
CEO and Plan Manager, CAAT Pension Plan (Colleges of Applied Arts and Technology Pension Plan)
Trustee, CITY OF PHOENIX POLICE PENSION BOARD

6:15 pm Networking Cocktail Reception

Join us and unwind with fellow industry professionals for refreshments
Networking break.

Sponsored By: Pyramis Global Advisors

 
  Conference Day 3: Wednesday, January 14, 2015
7:30 am Continental Breakfast Sponsored by:

Sponsored by: VAN ECK GLOBAL
8:30 am Chairman Welcoming Remarks

Trustee, BOCA RATON (FL) POLICE & FIRE RETIREMENT ASSOC.
8:45 am Importance and value of Fiduciary Education
  • Role of trustees and the importance of being aware
  • Understanding your fiduciary responsibilities
  • Creating a Fiduciary Ethics Policy
  • What constitutes "conflicts of interest"
  • Preparing participants for the contemporary American retirement system
  • Hosting pre-retirement workshops for plan participants

Moderator:
First Deputy City Controller, Office of the Controller Philadelphia

Panelists:
President of Fire, Oak Forest Fire and Police Pension Fund
Trustee, City of Atlanta Firefighter's Pension Fund
Chairman, City of Pontiac General Employees Retirement System
Trustee, HOLYOKE CONTRIBUTORY RETIREMENT

9:30 am Risk Measurement to Risk Management: Things to Consider in Your Asset Allocation Practices 
  • Risk parity and other risk based allocation ideas
  • Risk factor allocations instead of asset allocations (growth, inflation, etc.)
  • Risk premia, or alternative betas, as a source of uncorrelated return
  • The role of risk management and risk culture in public plans

Moderator:
Risk Manager, City of Little Rock

Panelists:
Deputy CIO of Risk, Arizona Public Safety Personnel Retirement System
Managing Partner and Chief Investment Officer, Windham Capital Management, LLC
Chief Investment Officer, PHASECAPITAL LP
Head of Risk Management, HEWITT ENNISKNUPP

10:15 am Outsourced CIO: Does it work for Public Pension plans?

Moderator:
County Commissioner, BAY COUNTY (MI)

Panelists:
Partner, Chief Business Strategy Officer, Fiduciary Research
Managing Director, ASSET CONSULTING GROUP, INC.

11:00 am Trustee's Spitfire Q&A - perspective and takeaways

Moderator:
Treasurer, REDFORD (MI) POLICE & FIREMEN RETIREMENT SYSTEM

Panelists:
Chairman, Atlanta Firefighters Pension Fund
Board Member & Trustee, Deerfield Beach Fire Pension

11:45 am Conference Concludes
12:30 pm GOLF TOURNAMENT

Sponsored by:
WELLESLEY INVESTMENT ADVISORS
 
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