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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 12-15-14)
 
  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:
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

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.
Director of Research, 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
Manager, Brandes Institute, 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:
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 Elect, STATE OF ARIZONA

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 FIXED INCOME IN A RISING RATE ENVIRONMENT

Co-Head of Fixed Income, 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 Networking Refreshment Break in Exhibit Hall

Sponsored by: GW&K INVESTMENT MANAGEMENT

11:00 am Hedge Funds; Underwhelming or Poised for a Surge?

Moderator:
President, Inter-Local Pension Fund

Panelists:
TBA, BLACKROCK ALTERNATIVE ADVISORS Head of Global Investor Relations and Marketing, LIBREMAX CAPITAL

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

11:45 am Generating Alpha through Liquid Alternatives

Moderator:
Vice President, CALLAN ASSOCIATES

Panelists:

Approaches for Low Volatility Investing

Moderator:
Managing Director, PENSION CONSULTING ALLIANCE, INC.

Panelists:
Co-CIO & Portfolio Manager, WELLESLEY INVESTMENT ADVISORS

12:30 am Networking Luncheon
Sponsored by: VERTAS BROKERAGE CONSULTING

1:40 pm STANDALONE
2:00 pm STANDALONE
2:20 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

3:00 am Legal Issues for Pension Plans

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

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

4:00 am How to Diversify - Non Correlated Assets

Moderator:
Steven Pines, Senior Vice President, PORTFOLIO ADVISORS LLC

Panelists:
Vice President, Consultant Relations Manager, Federated Investors, INC. 
Director, PAAMCO
TBA, CBOE
4:45 pm Networking Break
Sponsored by: NUVEEN INVESTMENTS
5:00 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
Associate Partner, Institutional Advisory Solutions, HEWITT ENNISKNUPP, INC., AN AON COMPANY
5:45 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)

6:30 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
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:
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:
Treasurer, REDFORD (MI) POLICE & FIREMEN 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:
WELLESLEY INVESTMENT ADVISORS

 
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