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| Global Asset Allocation Summit |
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| October 27-28, 2011 |
| The Cosmopolitan of Las Vegas, Las Vegas, NV |
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Thursday, October 27, 2011 |
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| 7:00a |
Exhibit Set-up |
| 8:00a |
Registration & Breakfast |
| 9:00a |
Welcoming Remarks
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| 9:20a |
Global Trends and Outlook:
Is the world downshifting into a Double Dip?
Global economies are decelerating toward the tipping point of renewed recession. In Europe, the EU faces a critical moment of truth as EU unity is being tested by ever larger bail out payments from the Core to the Periphery.
Volatility in capital markets is once again surging toward record levels, as surging costs for Credit Default insurance on Financial Institutions around the world indicates rising default risk.
Will the second half of 2011 bear witness to more and escalating financial contagion, or are capital markets about to exit the summer storm and head for calmer seas.
In this session, hear an overview of all current trends and outlook, with focus on key global macro dynamics and a review of major capital markets along with other critical variables which must be monitored in the challenging weeks ahead.
Speaker:
Executive Vice President, Sierra Investment Management |
| 9:40a |
Asset Allocation In a Non-Normal World
Speaker:
Senior Research Analyst, MORNINGSTAR |
| 10:00a |
Investor Roundtable
Client/Managers/Consultant
- What your clients (trustees)expect!
- What Funds look for in their Managers/Consultant
- Client servicing & manager retention
- Consultants role in asset allocation & manager selection
- Faux Paux committed by Managers & Consultants
Panelist:
Executive Director, Holyoke Contributory Retirement
Executive Director, Plymouth County Retirement Association
Executive Director, St. Paul's Teacher's Retirement
County Treasurer, NORFOLK COUNTY RETIREMENT BOARD |
| 11:00a |
Refreshment Break |
| 11:15a |
Asset Allocation: What opportunities lie ahead?
- What asset classes will provide the best investment opportunity in the upcoming year?
- Governments impact on asset allocation
- What changes will we see in the asset allocation process?
- Risk based asset allocation: Why do we need to look beyond mean variance
- External CIO: results of a successful asset allocation program
Moderator:
Trustee, City of Atlanta Firefighter's Pension Fund
Panelist:
Head of Asset Allocation, Baring Asset Management
Senior Consultant, CLEARBROOK
Director of Risk Allocation, Wurts & Associates |
| 12:00a |
The Role of Alternative Investments In the Asset Allocation process
This panel comprised of Industry experts will examine and discuss challenges and the evolving process of incorporating Alternative Investments to the asset allocation process
- How do alternative investments fit into an institutional portfolio?
- Examining risks involved when investing in alternatives
- What alternative asset classes will have the greatest returns in the upcoming year?
- Which strategies are likely to have the longest duration?
- How are family offices changing the landscape of alternative investments?
Moderator:
Trustee, San Jose Police & Fire Department Retirement Plan
Panelists:
Founder, Principal, Kings Mountain Capital Group, LLC
Senior Vice President, Compass EMP Funds |
| 12:45p |
Luncheon |
| 2:00p |
THE GLOBAL INVESTMENT LANDSCAPE: What Can we expect moving forward?
- Why global exposure is necessary over the next decade
- Frontier markets - the next emerging markets?
- Why a strong and deep understanding of Asia and the US is important to global investing
- BRIC Economies
- Current and projected global trends
- US and China - potential issues, potential opportunities
- Keeping an eye on Africa
- Determining the optimal investment mix
Moderator:
Trustee and Board Chairman, Jacksonville Police and Fire Pension Fund
Panelists:
CEO, Comstock Advisors
Executive Director, Minnesota State Board of Investments |
| 2:40p |
Chairman & CEO, Fundamental Advisors, LP |
| 3:00p |
Hedge funds:
Here expert panelists discuss asset allocation decisions when considering investing in hedge funds.
- How much of your portfolio should be allocated to hedge funds?
- Manager incentives and expenses associated with hedge funds
- Performance measurement of hedge funds
- What opportunities exist?
- Best opportunities for growth
- What to expect from your fund
Moderator:
CEO, SVRT Corp. (MFO)
Panelist: |
| 3:40p |
Refreshment break
Sponsored by:
Sierra Investment Management |
| 4:00p |
Credit Opportunities In The Current Economic Environment
Moderator:
Trustee, Austin Police Retirement System
Panelists:
Senior Consultant, NEPC
Managing Director, Kingsbridge Private Wealth Management (MFO) |
| 4:45p |
REAL ASSETS
- How do real assets fit into a portfolio
- Adding timber to your portfolio
- Gold as an asset class
- Alternative energies
- Investing in Agriculture; harvesting returns
- Infrastructure
- Private equity investments in oil and gas
- What are the risk-return and return prediction characteristics of real assets?
Moderator:
Trustee, Chicago Park Employees' Annuity and Benefit Fund
Panelists:
Executive Vice President, Callan Associates
TBA, Steelpath Advisors
Entreprenuer-in-Residence, Nevada Institute for Renewable Energy Commercialization (NIREC)
Managing Director, Vidler Water Company |
| 5:00p |
Cocktail Reception |
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| 8:00a |
Continental Breakfast |
| 8:45a |
Welcoming Remarks |
| 9:00a |
Effectively Diversifying a Portfolio
- Latest methodologies for constructing efficient portfolios
- Global equities
- Real estate
- Effective strategies for investing in REITS and publicly traded real estate securities
- Emerging markets
- Commodities
Moderator:
Trustee, City of Birmingham (AL) Employees Retirement and Relief System
Panelists:
Chief Investment Officer, Workers' Compensation Board – Alberta
Managing Director, Windhaven Investment Management, Inc |
| 9:45a |
Real Estate:
- Which real estate vehicles will perform best given the current environment
- Investing in real estate today and tomorrow
- Are there opportunities in international real estate, and if so how to invest?
- Creative approaches to investing in real estate
- Which real estate vehicles will perform best given the current environment
- Investing in REITS, public or private
- Is real estate alluring to pension plans?
Moderator:
Chairman, City of Orlando Police Pension Board
Panelists:
Managing Partner, Regus Advisors, Inc. |
| 10:30a |
Investing in Emerging Markets
- The BRIC Economies
- Which emerging markets are providing the greatest returns
- International and emerging markets bonds
- How to Perform Due Diligence in Key Emerging Markets
- Indexing Emerging Markets
- Tactical Asset Allocation strategies in Emerging Markets
- Distressed Debt Opportunities in Emerging Markets
- Choosing an Emerging Markets fund manager
Moderator:
Chairman, Fulton (GA) County Employees Retirement System
Panelists:
CFA, Consultant, Meketa Investment Group
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| 11:15a |
Private Equity, outlook for the future
- Where to look for future opportunity in private equity
- Emerging trends and allocation strategies
- PIPES trends and developments
- What exit strategies are working best, an which will work best in the future
- Convergence of private equity and hedge funds
- Searching for New Investment Opportunities
- Where is the Real Estate Private Equity Market today?
- How do Private Equity Investments Create Value in Turnaround/Distressed Situations
- The private equity market in Africa
- Secondary private equity market
- The correlation between capital supply, demand and private equity returns
Moderator:
Trustee, New Hampshire Retirement System
Panelists:
Vice Chairman and COO, Macian Wealth Management, LLC |
| 12:00p |
Conference Concludes |
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Untitled Document
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