Opal's Finance Events
Untitled Document
   
Public Funds Summit East

Public Funds Summit

January 13-15, 2016
Fairmont Scottsdale Princess, Scottsdale, AZ
Add Public Funds Summit To Your Outlook Calendar
 
Register Now for the Public Funds Summit
 
VIEW CONFERENCE DETAILS
(Agenda current as of 1-12-16)
 
  Conference Day 1: Wednesday, January 13, 2016
9:00 am Exhibitor Setup
10:00 am Registration Opens
10:00 am Welcoming Remarks

CEO and Plan Manager, CAAT Pension Plan (Colleges of Applied Arts and Technology Pension Plan)

10:30 am

Investment Environment for Long/Short Equity Strategies

Founder & Managing Partner, Maverick Capital

11:00 am

Pension Issues for 2016

Boxed Lunch Served
Sponsored by:
Saxena White

Panelists:
President, The Maguire Company
Managing Partner, Kamp Consulting Solutions, LLC
Trustee, San Antonio Fire and Police Pension Fund

12:00 pm

The Vokswagen Scandal: How It Impacts Your Portfolio

Attorney, Saxena White

12:30 pm

Securities Class Actions - current industry trends and best practices

CFA, Vice President, Battea - Class Action Services, LLC

1:00 pm

Conversations with Chief Investment Officers

Moderator:
Managing Director, Wilshire Associates

Panelists:
CIO, Fairfax County Employees' Retirement System
Chief Investment Officer, Arizona State Treasurer’s Office
Chief Investment Officer, Public Employee Retirement System of Idaho

2:00 pm

Opportunities in Equity Investment

Moderator:
Senior Vice President, Callan Associates

Panelists:
Managing Director of Sales & Marketing, Kennedy Capital Management, Inc.
Client Portfolio Manager, Equities, J.P. Morgan Asset Management
Director - Institutional Business Development, CBOE
Portfolio Manager, Algert Global

3:00 pm

Networking Break

Sponsored by:

3:15 pm

New Wave of Fixed Income and Credit Strategies

Moderator:
Senior Managing Director, Cliffwater LLC

Panelists:
Director, Client Portfolio Manager, Symphony Asset Management
Managing Director & CIO, DuPont Capital Management
CFA, Managing Director, U.S. Fixed Income, TCW
Managing Director and Global Head of Fixed Income, S&P Dow Jones Indices

4:15 pm

Executive Director Roundtable

Moderator:
Executive Director-Administrator, Jacksonville Police and Fire Pension Fund

Panelists:
Executive Director, Arizona State Retirement System
Executive Director, St. Louis Police Retirement System
Executive Director, Public Employees' Retirement System of Mississippi

5:15 pm

State Treasurers' Roundtable

Moderator:
Executive Director, Minnesota Teachers Retirement Association

Panelists:
State Treasurer, State of Idaho
State Treasurer, State of Iowa
State Treasurer, State of Arizona
State Treasurer, State of Oklahoma
State Treasurer, State of Kansas

6:30 pm

COCKTAIL RECEPTION

Sponsored by:
Battea - Class Action Services, LLC

 
  Conference Day 2: Thursday, January 14, 2016
7:00 am

Breakfast Opens

Sponsored by:
GW&K Investment Management

7:00 am

Investor Closed Door Breakfast

8:00 am Opening Remarks
8:10 am

Washington Outlook: Politics, Policy and the Regulatory Landscape

Director, Public Policy, Fidelity Institutional Asset Management

8:40 am

International Small Cap Equity Investing: Lessons from the road

Portfolio Manager, GW&K Investment Management

9:00 am

Maximizing Yield through Net Lease Real Estate Investment

COO, ElmTree Funds

9:20 am

Commodities: Waiting for the Bottom, Positioning for the Turn

Commodity Strategist, Van Eck Global

9:45 am

Current and Future State of the Hedge Fund and Alternative Industry

Moderator:
Trustee, Austin Firefighters' Retirement & Relief Fund 

Panelists:
Associate Partner, Institutional Advisory Solutions, Aon Hewitt
Advisor to the Board, Jacksonville Police and Fire Pension Fund
Head of Global Investor Relations and Marketing, LibreMax Capital

10:30 am

Real Estate’s Role in Today’s Investment Environment

  • Trends in Real Estate for 2016
  • Correlation to other asset classes
  • Upcoming changes in 2016
  • Role of REITs

Moderator:
Senior Consultant, Segal Rogerscasey

Panelists:
Managing Partner, TerraCap Management, LLC
Managing Director of Research and Strategy, American Realty Advisors
VP IR/Capital Markets, Realty Income Corporation
Chairman & CEO, Intercontinental Real Estate Corporation

11:30 am

Real Asset Strategies

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

Panelists:
Senior Vice President, Client Portfolio Manager, Nuveen InvestmentsNuveen Investments
Director, Head of Corporate Development, Tortoise Capital Advisors
Chief Investment Officer, Ethika Investments, LLC

12:15 pm

Networking Luncheon

Market Volatility and the Global Economy

Lunch Keynote Speaker:
Peter P. Costa, President, Empire Executions, Governor, NYSE, and Market Analyst, CNBC

1:30 pm

Investment Styles and Strategies – Private Market strategies that will generate alpha
                                                                                      

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

Panelists:
Managing Director, Wilshire Private Markets
Chairman, Inter-Local Pension Fund

2:15 pm

Legal Issues                                                                         

Moderator:
Executive Director, IPPFA

Panelists:
Partner, Kaplan Fox
Partner, Berman DeValerio

3:15 pm

Non-Correlated Assets

Moderator:
County Commissioner, Bay County Employee's Ret. System, Bay County (MI)

Panelists:
Deputy CIO and Chief of Staff, Arizona Public Safety Personnel Retirement System
Chief Executive Officer, EM Leaders LLC

4:00 pm Networking Break

Sponsored by:
Van Eck Global
4:15 pm

Risk and Asset Allocation considerations

Moderator:
Vice President, Director | MPPP Plan Administrator, Innovest Portfolio Solutions LLC

Panelists:
Managing Director/CFA, Pension Consulting Alliance
CEO and Plan Manager, CAAT Pension Plan (Colleges of Applied Arts and Technology Pension Plan)
Chairman, Daytona Beach Police and Fire Pension Fund

5:00 pm

Time to Reform State and Local Pension Funds

Nobel Laureate, Economics, W.P. Carey Chair in Economics; Professor of Economics, Arizona State University Regents

5:20 pm

Funding Policy and Manager Selection

Moderator:
Chairman, Delray Beach Police & Fire Retirement System

Panelists:
CAIA®, CIMA®, Senior Investment Management Consultant, U.S. Government Entity Specialist & Portfolio Manager, The Forma Institutional Consulting Group, Morgan Stanley Wealth Management
Acting CIO, Chicago (IL) Policemen's Annuity & Benefit Fund

6:15pm

Cocktail Reception

Sponsored by:
Fidelity Institutional Asset Management

 
  Conference Day 3: Friday, January 15, 2016
7:00 am

Breakfast Opens

Sponsored by:
ElmTree Funds

8:00 am

Opening Remarks

Trustee, Boca Raton (FL) Police & Fire Retirement Association

8:15 am

Fiduciary Responsibility - the importance of being an active trustee

Moderator:
Board Member and Trustee, Deerfield Beach Fire Pension

Panelists:
Executive Director, Illinois Professional Firefighters Association
Trustee, Boca Raton (FL) Police & Fire Retirement Assoc.
Partner/Member, Clark Hill PLC
Partner, Wolf Haldenstein Adler Freeman Herz LLP

9:15 am

What role should your consultant play in your investment decisions?

Moderator:
Trustee, Holyoke Contributory Retirement

Panelists:
Vice President, Director | MPPP Plan Administrator, Innovest Portfolio Solutions LLC
Chairman, Atlanta Firefighters Pension Fund

10:00 am

DB or DC - Which works best for your plan?

Moderator:
Executive Director, Wayne County Employees' Retirement System

Panelists:
CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds
Former Chairman, Austin Police Retirement System
Chairman, Kansas City Board of Public Utilities

10:45 am

A conversation amongst trustees - What to be prepared for in 2016?

Moderator:
Trustee, City of Lincoln Police and Fire Pension

Panelists:
Trustee, City of Aurora (CO) General Employees' Retirement Plan
Trustee, Boca Raton (FL) Police & Fire Retirement Assoc.
Trustee,City of Atlanta Firefighter's Pension Fund

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

Sponsored by:

 
  Untitled Document
 
 
 
 
 
Opal's education and networking conferences, events and summits
  Upcoming Conferences   |   Past Conferences   |   Register   |   Sponsor Info   |   Policies
  Recommend a Speaker   |   Info Request   |   Sponsor Info Request  |  Become a Media Partner
Copyright 2015 Opal Financial Group Inc. All Rights Reserved. FAQ's   |   About Us   |   Privacy Statement   |   Mailing List   |   Contact Us  |   Employment