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Public Funds Summit East

Public Funds Summit

January 13-15, 2016
Fairmont Scottsdale Princess, Scottsdale, AZ
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(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

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

Managing Director, Wilshire Associates

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

Senior Vice President, Callan Associates

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

Senior Managing Director, Cliffwater LLC

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

Executive Director-Administrator, Jacksonville Police and Fire Pension Fund

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

Executive Director, Minnesota Teachers Retirement Association

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


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

Trustee, Austin Firefighters' Retirement & Relief Fund 

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

Senior Consultant, Segal Rogerscasey

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

First Deputy City Controller, Office of the Controller Philadelphia

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

Treasurer, Redford (MI) Police & Firemen Retirement System

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

2:15 pm

Legal Issues                                                                         

Executive Director, IPPFA

Partner, Kaplan Fox
Partner, Berman DeValerio

3:15 pm

Non-Correlated Assets

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

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

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

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

Chairman, Delray Beach Police & Fire Retirement System

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


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

Board Member and Trustee, Deerfield Beach Fire Pension

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?

Trustee, Holyoke Contributory Retirement

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?

Executive Director, Wayne County Employees' Retirement System

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?

Trustee, City of Lincoln Police and Fire Pension

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

Sponsored by:

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