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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 10-14-15)
 
  Conference Day 1: Monday, January 12, 2015
9:00 am Exhibit Setup Begins
10:30 am Registration Opens
11:00 am Chairman Welcoming Remarks
11:00 am Pension Reform Workshop
(boxed lunch will be served)

Moderator:

Panelists:
President, Ed Friend. Inc
Managing Partner, Kamp Consulting Solutions, LLC

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

Standalone

2:20 pm

Standalone

2:40 pm Networking Refreshment Break in Exhibit Hall

Sponsored by:
3:00 pm New Styles and Strategies for Investing: 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.

3:45 pm Role of Equity in your portfolio  

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

Panelists:
TBA, J.P. Morgan
TBA, Brandes Investment Partners

4:30 pm Executive Director’ Roundtable

Moderator:

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

5:30 pm State Treasurers Roundtable

Moderator:
Executive Director, Minnesota Teachers Retirement Association

Panelists:
State Treasurer, State of Iowa
State Treasurer, The State of Idaho
State Treasurer, State of Utah

6:15 pm COCKTAIL RECEPTION
Join us and unwind with fellow industry professionals for refreshments & hors d'oeuvres during our networking break. 
 
  Conference Day 2: Tuesday, January 13, 2015
7:00 am Continental Breakfast


Sponsored by:

Brandes Investment Partners
8:00 am Chairman Welcoming Remarks

8:10 am Executive Managing Director, Vertas Brokerage Consulting

8:30 am TBA, Pyramis Global Advisors
  TRACK A TRACK B
9:00 am

Credit and Fixed Income Investment Opportunities 

Moderator:
Managing Director, Portfolio Advisors LLC

Panelists:
TBA, Lord Abbett
TBA, Aberdeen Asset Management
Managing Director, CIO, DuPont Capital Management

Managing Director, Director of Global Credit Research, Napier Park Global

Real Assets and Energy Investing 

Moderator:

Panelists:
Head of Corporate Development Group, Tortoise Capital Advisors

10:00 am Hedge Funds; Underwhelming or Poised for a Surge?

Moderator:
President, Inter-Local Pension Fund

Panelists:
TBA, BLACKROCK ALTERNATIVE ADVISORS

Where to generate returns in Real Estate

Moderator:

Panelists:
Chairman & CEO, Intercontinental Real Estate Corporation
Managing Partner, TerraCap Management Corp.
 TBA, Cornerstone Real Estate Advisers  LLC
President & CEO, National Real Estate Advisors, LLC

11:00 am Networking Refreshment Break in Exhibit Hall

Sponsored by: Vertas Brokerage Consulting

11:15 am Generating Alpha through Liquid Alternatives

Moderator:

Panelists:

Role Emerging Managers can play in hitting your 'bogey'
 
Moderator:
Associate Partner, Institutional Advisory Solutions, Hewitt EnnisKnupp, Inc., an Aon Company  

Panelists:

12:00 pm Future of Indexing in Pension investing

Moderator:

Panelists:

Approaches for Low Volatility Investing

Moderator:

Panelists:

12:45 am Networking Luncheon
Sponsored by:

2:00 pm Funding Policy for Pensions and its effect on Manager Selection

Moderator:
Senior Consultant, Segal Rogerscasey

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

2:45 am Legal Issues for Pension Plans

Moderator:

Panelists:
Counsel, Bernstein Litowitz Berger & Grossmann  

3:30 am How to Diversify - Non Correlated Assets

Moderator:

Panelists:
TBA, Federated Investors 
4:15 pm Networking Break
Sponsored by:
4:30 pm Consultant Outlook: The new consulting model - will it overtake Funds of Funds?

Moderator:

Panelists:
5:15 pm Perception of DB plans - How can pensions work together to make their case effectively?

Moderator:

Panelists:
CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds
Deputy Superintendent of Pensions, Alberta Treasury Board and Finance, Government of Alberta

6:00 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:

8:30 am Chairman Welcoming Remarks

8:45 am Importance and value of Fiduciary Education

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

9:30 am Risk Measurement to Risk Management: Things to Consider in Your Asset Allocation Practices 

Moderator:
Risk Manager, City of Little Rock

Panelists:
Deputy CIO of Risk, Arizona Public Safety Personnel Retirement System
TBA, Windham Capital Management, LLC
Chief Investment Officer, PHASECAPITAL LP

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

Moderator:
Managing Director, Asset Consulting Group, Inc.

Panelists:
Partner, Chief Business Strategy Officer, Fiduciary Research

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

Moderator:
Trustee, Austin Police Retirement System

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

11:45 am Conference Concludes
12:00 pm GOLF TOURNAMENT

Sponsored by:


 
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