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Investment Education Symposium
In Conjunction with the Louisiana Trustee Education Council (LATEC)
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| February 28 - March 2, 2011 |
| New Orleans, LA |
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Confirmed Participants Include: |
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Executive Director, LOUISIANA TRUSTEE EDUCATION COUNCIL
President, LATEC & New Orleans Fire Fighters Pension and Relief Fund
Executive VP & Compliance, Consulting Services Group, LLC
Senator, Louisiana Senate
Executive Director, Minnesota State Board Retirement System
Chief Investment Officer, Louisiana State Employees' Retirement System
Chief Investment Officer, Louisiana State University
Deputy Chief Investment Officer, Louisiana State Employees' Retirement System
Vice Chairman / Councilman, San Antonio Fire & Police Pension Fund
Deputy State Treasurer, LA Department of Treasury
Trustee, LA. State Police Retirement System
Chairman, Austin (TX) Police Retirement Fund
Trustee, St. Augustine Police Officer's Pension Board
Investment Officer, Woods Hole Oceanographic Institution
Trustee, City of Birmingham (AL) Employees Retirement and Relief System
Executive Director, Holyoke Contributory Retirement
Executive Vice President, Callan Associates
Trustee - Investment Chair, Louisiana State Employees' Retirement System
Chairman, Delray Beach Police and Fire Pension
Trustee, San Antonio (TX) Fire & Police Retiree Health Care Fund
Executive Assistant, New Orleans Firefighter's Pension & Relief Fund
Trustee, Louisiana State Employees' Retirement System
Trustee, Louisiana Municipal Police Employees Retirement
Trustee, New Orleans Municipal Employees’ Retirement System
Investment officer, Louisiana State Employees' Retirement System
Trustee, Arlington County Employees Retirement System
Trustee, Harbor Police Retirement System
Trustee, Louisiana State Employees' Retirement System
Vice President, Ontario Provincial Police Association
President, Ontario Provincial Police Association
Director of Operation, Tata & George Consulting Group LLC
Senior Investment Consultant, Tata & George Consulting Group LLC
Trustee, Louisiana State Police Retirement System
General Counsel, DELAWARE PUBLIC EMPLOYEES’ RETIREMENT SYSTEM
Trustee, New Orleans Sewerage & Water Board Pension
Trustee, New Orleans Firefighter's Pension & Relief Fund
Head of Alternative Investments, Osborne Siegel Private Family Office (SFO)
Chief Investment Officer, Osborne Siegel Private Family Office (SFO)
Director of Internal Audit, Board of Commissioners of the Port of New Orleans
Trustee, New Orleans Firefighters Pension & Relief Fund
Deputy Director of Finance, New Orleans Museum of Art
Controller, The Greater New Orleans Foundation
Trustee, Leukemia & Lymphoma Society
Finance Director, City of Annapolis Maryland
Trustee, Louisiana Assessors Retirement
Portfolio Coordinator, Loyola University New Orleans
Trustee, Chicago Firefighters Annuity & Benefit Fund
VP Investment, The Greater New Orleans Foundation
President, Board of Trustees, City of Aurora Police Money Purchase Pension Plan
Revenue & Finance, City of Tampa
Trustee, City of Birmingham (AL) Firefighters Pension Board
Executive Director, Chicago Transit Authority Retirement
Attorney, Louisiana State Senate
Trustee, West Palm Beach (FL) Police Officers Pension Fund
Chief Investment Officer, Ascent Family Group (SFO)
Trustee, New Orleans Firefighter's Pension & Relief Fund
President, New Orleans Firefighter's Pension & Relief Fund
Trustee, New Orleans Firefighter's Pension & Relief Fund
Trustee, New Orleans Firefighter's Pension & Relief Fund
Trustee, New Orleans Firefighter's Pension & Relief Fund
Trustee, New Orleans Firefighter's Pension & Relief Fund
Staff, New Orleans Firefighter's Pension & Relief Fund
Trustee, New Orleans Firefighter's Pension & Relief Fund
Trustee, New Orleans Sewerage & Water Board Pension
Trustee, New Orleans Firefighter's Pension & Relief Fund
Trustee, New Orleans Firefighter's Pension & Relief Fund |
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Trustee, New Orleans Firefighter's Pension & Relief Fund
Trustee, New Orleans Firefighter's Pension & Relief Fund
Chief Investment Officer, Ascent Family Group (SFO)
Trustee, Louisiana Sheriffs' Pension & Relief Fund
Trustee, Harbor Police Retirement System
Trustee, Ascension Parish School Board
Chairman, City of Pontiac General Employee Retirement System
Commissioner, New York State Insurance Fund
Trustee, Louisiana Municipal Police Employees Retirement
Trustee, Louisiana Municipal Police Employees Retirement
Trustee, Louisiana Municipal Police Employees Retirement
Director, Louisiana Municipal Police Employees Retirement
Vice President, Segal Advisors, Inc.
President, Louisiana Assessors' Retirement Fund
Secretary, Louisiana Municipal Police Employees Retirement
Trustee, Louisiana Assessors' Retirement Fund
Mayor/Trustee, Inkster (MI) Police & Firemen's Pension Board
Chairman, Uniformed Fire Officer's Association
Trustee, City of Phoenix Police Pension Board
General Counsel, Dallas Police & Fire Pension System
Personnel Administrator, NEW ORLEANS Civil Service
Chair- Board of Commissioners, Memphis Light, Gas & Water
Assessor, Orleans Parish
Consultant, Albourne America LLC
Chairman, NEW ORLEANS Civil Service
Chairman, Harbor Police Retirement System
Trustee, Harbor Police Retirement System
Trustee, Harbor Police Retirement System
Trustee, Harbor Police Retirement System
Trustee, Harbor Police Retirement System
Trustee, Harbor Police Retirement System
Trustee, Louisiana Municipal Police Employees Retirement
Trustee, Louisiana Municipal Police Employees Retirement
Treasurer, Redford (MI) Police & Firemen Retirement
State Representative, Michigan State House of Representatives, District 17
Assessor, Vernon Parish Assessors Office
Director, Albourne Partners
Investment Consultant, Equitas Capital Advisors
CEO, Equitas Capital Advisors
Personnel Administrator, NO Civil Service (NOMERS)
Chairman, NO Civil Service (NOMERS)
CIO, Louisiana Firefighters' Retirement System
Principal, InSight Employee Benefit Communications
Trustee, Harvey Police Pension & Retirement Fund
Trustee, Harvey Police Pension & Retirement Fund
Managing Director, Wilshire Associates Incorporated
Trustee, Louisiana State Police Retirement System
Trustee, Springfield Police Pension Fund
Finance and Investment Officer, Chicago Transit Authority
Treasurer, Trustee, City of Aurora Police Money Purchase Pension Plan
Investment Committee Member, University of Alaska Foundation
Trustee, Fulton County School Employees PEnsion Fund
Retirement System Manager, City of New Orleans Employees' Retirement System
Senior Consultant, Bogdahn Group
Principal and Chief Risk Officer, Sageview Advisory Group
Trustee, Ohio Public Employees Deferred Compensation Program
CFA, Analyst, Crescent Capital Consulting, LLC
Investment Analyst, Louisiana State University Foundation
Senior Managing Consultant, PFM Advisors
Trustee, New Hampshire Retirement System
Director, New Orleans Sewerage & Water Board Pension
Trustee, Louisiana Assessors Retirement FUND
Director, ARJ Strategy Partners, LLC (SFO)
Trustee/Deputy Chief, Fulton (GA) County Employees Retirement System
Trustee, Board of public Utilities
Trustee, New Orleans Sewerage & Water Board Pension
Trustee, New Orleans Sewerage & Water Board Pension
Trustee, New Orleans Sewerage & Water Board Pension
Trustee, New Orleans Sewerage & Water Board Pension
Trustee, LA assessors Retirement Fund
Trustee, Louisiana Assessors Retirement Fund
Vice Chairman, Pinellas Park Fire Fighters Pension Board
Trustee, Delray Beach Police & Fire Retirement
Chairman/Investment Board, Bay City (MI) Police & Fire Ret. System
Assessor, Assumption Parish Assessor's
CFO, Ascent Family Office (SFO)
Chairman, Fort Worth Employees' Retirement Fund
Trustee, Ft. Worth Employee Retirement Fund
Trustee, New Orleans Fire Fighter's Pension and Relief Fund
Executive Director, Louisiana School Employees' Retirement System |
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Monday, February 28, 2011 |
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| 8:00a |
Exhibit Setup |
| 11:00a |
Registration |
| 12:45p |
Co-Chair Introduction
Executive Director, LOUISIANA TRUSTEE EDUCATION COUNCIL
President, LATEC & New Orleans Fire Fighters Pension and Relief Fund |
| 1:00p |
Should We Rethink Passing Investing?
Speaker:
Chairman & Co-CEO , INTECH |
| 1:20p |
The Future of Securities Litigation and the Institutional Investor: A New Model
Speaker:
Partner, Pomerantz Haudek Grossman & Gross LLP |
| 1:40p |
Investor Roundtable:
This panel will consist of investment officers from highly respected Public Funds and Endowments. The panelists will discuss the investment strategies and industry sectors that they expect will drive their investments in the years to come, as well as a series of key issues facing plan sponsors in the current investment environment. Topic will include:
- Can smaller funds use the strategies of larger funds and still have the same results?
- Geographically & Economically Targeted Investments what is their place a portfolio
- What degree of flexibility should the investment staff be given in the investment policy
- What are the most effective methods of educating your board in order to capitalize on using the latest investment tools and strategies?
Panelists:
Chief Investment Officer, Louisiana State Employees' Retirement System
Executive Director, Minnesota State Board of Investment
President, Board of Trustees, City of Aurora Police Money Purchase Pension Plan |
| 2:40p |
Investment Styles and Strategies
- Investing in Small Cap Companies
- Seeding emerging managers
- Alternative styles and strategies, how they have evolved and where are they headed?
- Why and how should pension funds allocate to volatility based strategies?
- What are the best strategies for the future?
Moderator:
Trustee, Leukemia & Lymphoma Society
Panelists:
CEO/CIO, Profit Investment Management
Senior Director, S&P Indices
Partner, Opus Point Partners
Managing Director, Investment Strategist, MELLON CAPITAL MANAGEMENT |
| 3:40p |
Afternoon Refreshment Break
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| 4:00p |
Equity Investing
- Capital Preservation Strategies
- Large Cap Growth
- Back to business as Usual or Have Changes Been Made?
- Outlook for 2011 and Beyond
- Fundamental or Technical Warning Signs
Moderator:
Treasurer, Redford (MI) Police & Firemen Retirement
Panelists:
Portfolio Manager, Silvant Capital management
Attorney, Motley Rice LLC
AMERITUS INVESTMENT CORP.
Portfolio Manager, Jordan Capital Partners |
| 5:00p |
Real Assets /Commodities
- How do real assets fit into a pension funds portfolio?
- Infrastructure
- Timber
- Water
- Oil and Gas Investing
- Why commodities... why now?
Moderator:
Vice Chairman / Councilman, San Antonio Fire & Police Pension Fund
Panelists:
Vice President, Product Management, GE ASSET MANAGEMENT
Incorporated (GEAM)
Partner, Head of North America, Altius Associates
Managing Partner, Harvest MLP Funds
Alvery Bartlett Group |
| 6:00p |
Cocktail Reception |
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| 8:00a |
Continental Breakfast |
| 8:45a |
Opening Remarks
Executive Director, LOUISIANA TRUSTEE EDUCATION COUNCIL
President, LATEC & New Orleans Fire Fighters Pension and Relief Fund |
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| 9:00a |
The Credit Crisis and Flash Crash: How are plan sponsors and institutional money managers adapting.
Managing Director, OPTIONS INDUSTRY COUNCIL |
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| 9:20a |
Bringing Balance to the System: The Role of Institutional Investors in Policing Corporate Mergers and Acquisitions
Attorney, BERNSTEIN LITOWITZ BERGER & GROSSMANN LLP |
| 9:40a |
The Future of the Hedge Fund Industry
- Changing economics for hedge fund managers
- How will hedge funds fit into an institutional investor's portfolio
- Concerns moving forward
Moderator:
Chairman, Delray Beach Police and Fire Pension
Panelists:
Portfolio Manager, Cross-Asset Strategist, Lyxor Asset Management
CEO, Equitas Capital Advisors
Portfolio Manager, WHALEHAVEN CAPITAL
Managing Director, K2 Advisors
CFA, Managing Director, Lighthouse Investment Partners, LLC |
| 10:50a |
Refreshment Break |
| 11:10a |
Real Estate Investing... overheated??
- What significant opportunities and challenges face the Real Estate sector?
- What are the components of real estate returns?
- Alternative Strategies Investing in Real Estate
- REITS
- What new areas of opportunity are developing?
- What should Investors be looking for in a Real Estate manager to continue to extrapolate performance in the future?
- "Hedge Funds and Real Estate", what does this mean for institutional investors?
Moderator:
Chairman, Austin (TX) Police Retirement Fund
Panelists:
Executive VP & Compliance, CONSULTING SERVICES GROUP, LLC
President & CEO, United Development Funding
CFA, Managing Director & Head of Securitized Products, PineBridge Investments |
| 12:00p |
Opportunities in the Credit Markets
- Current State of the Credit Market
- Opportunities abroad
- How can pension plans benefit from opportunities in the credit market?
- Current State of the Securitization Market
Moderator:
Vice President, Segal Advisors, Inc.
Panelists:
CFA, CEO, Ryan ALM, Inc.
CEO, Peritus Asset Management, LLC
Managing Director, Kenmont Capital
Associate Director, Pacific Alternative Asset Management Company
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| 1:00p |
Luncheon
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| 2:15p |
A review of the Private Equity Markets: What strategies will succeed in 2011?
- Emerging Asian economies
- Distressed, Secondary and Mezzanine Debt
- Providing rescue and growth capital
- Private equity opportunities in emerging markets
Moderator:
Executive Director, Holyoke Contributory Retirement
Panelists:
Managing Partner, SAIL Venture Partners LLC
Senior Vice President, Partners Group
Senior Managing Director, Fairway Capital Partners
Senior Managing Director, WP Global Partners
Managing Director, Spur Capital Partners |
| 3:15p |
Legal Constraints - Are State Laws In The Way Of Achieving Actuarial Goals?
Moderator:
General Counsel, DELAWARE PUBLIC EMPLOYEES' RETIREMENT SYSTEM
Panelists:
General Counsel, Dallas Police & Fire Pension System
FSA, EA, MAAA, President/CEO, Foster & Foster, Inc.
General Counsel, New Orleans(LA) Firefighters Pension & Relief Fund |
| 6:00p |
COCKTAIL RECEPTION
Dinner, dancing & live music
Sponsored by:
Pomerantz Haudek Grossman & Gross LLP |
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| 8:15a |
Continental Breakfast |
| 9:00a |
Openning Remarks
Executive Director, LOUISIANA TRUSTEE EDUCATION COUNCIL
President, LATEC & New Orleans Fire Fighters Pension and Relief Fund |
| 9:10a |
Consultants Roundtable
- The role of an actuary in forming an asset allocation policy
- Do consultants have judiciary responsibility?
- At what point do you terminate a manager or an consultant?
- How often should asset allocations be reviewed and revised?
Moderator:
Trustee, City of Birmingham (AL) Employees Retirement and Relief System
Panelists:
Executive Vice President, Callan Associates
Investment Consultant, Equitas Capital Advisors
Principal and Chief Risk Officer, SAGEVIEW ADVISORY GROUP |
| 10:00a |
The DB/DC Debate - Still Affecting Pension Plans?
Moderator:
Mayor/Trustee, Inkster (MI) Police & Firemen's Pension Board
Panelists:
Principal, InSight Employee Benefit Communications
Finance Director, CITY OF ANNAPOLIS MARYLAND
Trustee, NEW HAMPSHIRE RETIREMENT SYSTEM |
| 11:00a |
Challenges Facing Plan Sponsors regarding Ethics and fiduciary responsibility
- Examining the Fiduciary Obligations of Trustees
- Class Action/Securities Litigation
- Re-examining Trustee Ethics
- What constitutes "Conflicts of Interest"?
Moderator:
President, Board of Trustees, City of Aurora Police Money Purchase Pension Plan
Panelists:
Principal, KLAUSNER & KAUFMAN
Partner, MILBERG LLP
Chairman, City of Pontiac General Employee Retirement System
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| 12:00a |
Closing Remarks
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Untitled Document
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