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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 11-25-14)
 
  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

TBA, GW&K INVESTMENT MANAGEMENT

2:20 pm

Attorney & Co-Founder, SAXENA WHITE

2:40 pm Networking Refreshment Break in Exhibit Hall

Sponsored by:
3:00 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.
CEO, American Realty Advisors
Managing Director, PAAMCO

4:00 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
Managing Director of Sales & Marketing, KENNEDY CAPITAL MANAGEMENT, INC.
Principal/Portfolio Manager/ Chief Investment Officer, HERNDON CAPITAL MANAGEMENT

5:00 pm Executive Director' Roundtable

Moderator:
Managing Director, WILSHIRE ASSOCIATES

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
President, LOUISIANA TRUSTEE EDUCATION COUNCIL

5:45 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

6:30 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
9:00 am TBA, VAN ECK GLOBAL
9:20 am TBA, Nuveen Investments
  TRACK A TRACK B
9:40 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

Where to generate returns in Real Estate

Moderator:
Chairman, DAYTONA BEACH POLICE AND FIRE PENSION FUND

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

10:40 am Hedge Funds; Underwhelming or Poised for a Surge?

Moderator:
President, Inter-Local Pension Fund

Panelists:
TBA, BLACKROCK ALTERNATIVE ADVISORS

Real Assets and Energy Investing

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

11:20 am Networking Refreshment Break in Exhibit Hall

Sponsored by: Vertas Brokerage Consulting

11:45 am Generating Alpha through Liquid Alternatives

Moderator:
Vice President, CALLAN ASSOCIATES

Panelists:

Role Emerging Managers can play in hitting your 'bogey'

Moderator:
Associate Partner, Institutional Advisory Solutions, Hewitt EnnisKnupp, Inc., an Aon Company

Panelists:

12:30 pm Future of Indexing in Pension investing

Moderator:

Panelists:

Approaches for Low Volatility Investing

Moderator:
Managing Director/CFA, PENSION CONSULTING ALLIANCE

Panelists:

1:15 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:
Trustee, HOLYOKE CONTRIBUTORY RETIREMENT

Panelists:
Counsel, Bernstein Litowitz Berger & Grossmann
Partner, KUTAK ROCK LLP
TBA, GIRARD GIBBS LLP  

3:30 am How to Diversify - Non Correlated Assets

Moderator:

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

Moderator:
Chairman, Austin Police Retirement System

Panelists:
Vice President, Director | MPPP Plan Administrator, INNOVEST PORTFOLIO SOLUTIONS LLC
5:15 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:
Deputy Superintendent of Pensions, Alberta Treasury Board and Finance, Government of Alberta
Partner, ASHLAND PARTNERS
Trustee, CITY OF PHOENIX POLICE PENSION BOARD
CEO and Plan Manager, CAAT Pension Plan (Colleges of Applied Arts and Technology Pension Plan)

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
Trustee, HOLYOKE CONTRIBUTORY RETIREMENT

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
Head of Risk Management, HEWITT ENNISKNUPP

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:
Chairman, Trustee, City of Austin Deferred Compensation/City of Austin Police Retirement System

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

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

Sponsored by:


 
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