| 7:00 am |
Exhibit Setup
|
| 7:15 am |
Continental Breakfast |
| 7:50 am |
Opening Remarks |
| 8:00 am |
Keynote Presentation
Pacific Rim Region, US General Services Administration |
| 8:30 am |
Real Assets Investing: The Key to a Complete Institutional Portfolio
- Asset Allocation Strategies
- Diversifying using correlations in more than two-dimensions
- Diversifying for different risk exposures
- Real Assets as diversifiers, return generators and inflation hedges.
Moderator:
SAN MATEO COUNTY EMPLOYEES' RETIREMENT ASSOCIATION
Panelists:
Peninsula Family Office (SFO) |
| 9:30 am |
Oil and Gas
Moderator:
Ascent Family Group LLC (SFO) |
| 10:30 am |
Morning Refreshment Break
|
| 10:45 am |
Renewable Energy
Moderator:
The Nevada Institute for Renewable Energy Commercialization (NIREC) |
| 11:45 am |
Real Estate Investing Strategies
Moderator:
DREVER CAPITAL MANAGEMENT (SFO) |
| 12:45 pm |
Lunch
Sponsored By: |
| 2:00 pm |
Opportunities for Investing in Infrastructure
- Water
- Master Limited Partnerships
Moderator:
SEGAL ADVISORS
Panelist:
Neuberger Berman |
| 2:45 pm |
Agriculture
Moderator:
SFG Asset Advisors (MFO)
Panelists:
PASSPORT CAPITAL
TIAA-CREF |
| 3:45 pm |
Afternoon Refreshment Break |
| 4:00 pm |
Gold and Precious Metals
- Gold as a hedge – still an applicable strategy in today's environment?
- How gold fits into a portfolio; should it be there?
- What other precious and rare metals are poised to outperform?
- Precious metals fundamentals - long term vs short term.
- How to balance different liquidity requirements using different methods of investing in metals.
- What key market factors play into the growth of gold and other metals and what to look for in 2012
Moderator:
MACIAN WEALTH MANAGEMENT, LLC (MFO)
Panelists:
Gold Bullion International |
| 4:45 pm |
Timber
- Direct vs. Liquid Investments
- Risk & Return Expectations
- Diversification Strategies
- Bear Market & Inflation Hedges
- Correlation with Commodities
- Environmental Concerns = Higher Prices
- Assessing Manager Skill
Moderator:
GenSpring Family Offices (MFO)
Panelists:
Legacy Private Capital (MFO) |
| 5:45 pm |
Managed Futures vs. Commodities
Moderator:
City of Pontiac General Employees Retirement System |
| 6:30 pm |
Cocktail Reception |
