Opal's Finance Events
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Public Funds Summit
Public Funds Summit
 
January 12-14, 2011
The Phoenician, Scottsdale, AZ
 
VIEW CONFERENCE DETAILS
(Agenda current as of 1-13-11)
  Confirmed Participants Include:
 

Treasurer, Alameda County Employees' Retirement Association
General Counsel, Ann Arbor (MI) City Employees' Retirement System
Trustee, Arizona Board of Investment
Investments Analyst, Arizona Public Safety Personnel Retirement System
Investments Analyst, Arizona Public Safety Personnel Retirement System
Investments Paralegal, Arizona Public Safety Personnel Retirement System
Private Equity Strategist, Arizona Public Safety Personnel Retirement System
Real Estate and Alternative Investments, Arizona Public Safety Personnel Retirement System
Trustee, Arizona State Retirement System
Asst. Private Equity Portfolio Manager, Arizona State Retirement System
Executive Director, Arizona State Retirement System
Portfolio Mgr in Equities, Arizona State Retirement System
Private Equity Portfolio Manager, Arizona State Retirement System
Trustee, Arizona State Retirement System
Portfolio Analyst, Arizona State Retirement System
Chief Investment Officer, Arizona State Treasurer's Office
Portfolio Manager, Arizona State Treasurer's Office
Senior Portfolio Manager, Arizona State Treasurer's Office
Trustee, Ascension Parish School Board
Chairman, Atlanta Firefighters Pension Fund
Chairman, Austin (TX) Police Retirement Fund
Trustee, Austin (TX) Police Retirement Fund
Trustee, Baltimore (MD) Retirement Systems
Chairman/Investment Board, Bay City (MI) Police & Fire Ret. System
Chairman, Big Spring Firemen's Relief & Retirement Fund
Trustee, Big Spring Firemen's Relief & Retirement Fund
Trustee, Big Spring Firemen's Relief & Retirement Fund
Vice Chairman, Big Spring Firemen's Relief & Retirement Fund
Trustee, Boca Raton (FL) Police & Fire Retirement Assoc.
Chairman, Burlington (VT) Employees' Retirement System
Executive Vice President, Callan Associates
Vice President, Chicago (IL) Policemen's Annuity & Benefit Fund
Trustee, Chicago Park Employees' Annuity and Benefit Fund
Finance and Investment Officer, Chicago Transit Authority
Executive Director, Chicago Transit Authority Retirement
Finance Director, City of Annapolis Maryland
President, Board of Trustees, City of Aurora Police Money Purchase Pension Plan
Trustee, City of Baltimore Employees' Retirement System
Trustee, City of Birmingham (AL) Firefighters Pension Board
Chairman, City of Danbury (CT)
Chairman, City of Omaha Civilian Employees Retirement System
Chairman, City of Orlando Police Pension Board
Trustee, City of Philadelphia Board of Pensions & Retirement
Accounting Supervisor- Cash Management, City of Phoenix
Retirement Program Administrator, City of Phoenix (AZ) Employees Retirement System
Trustee, City of Phoenix (AZ) Employees Retirement System
Accountant, City of Phoenix (AZ) Employees Retirement System
Trustee, City of Phoenix (AZ) Employees Retirement System
Chairman, City of Pontiac General Employees Retirement System
Trustee, City of Pontiac General Employees Retirement System
Trustee, City of Pontiac General Employees Retirement System
Trustee, City of Pontiac General Employees Retirement System
Trustee, City of Pontiac General Employees Retirement System
Trustee, City of Pontiac General Employees Retirement System
Chief Financial Officer, City of Portsmouth, VA
Finance Director, City of Scottsdale, AZ
Deputy Comptroller, City of St. Louis
Senior Managing Director, Cliffwater LLC
Portfolio Manager, College Illinois!
Chief Investment Officer, Contra Costa County Employees' Retirement Association
Trustee, Contra Costa County Employees' Retirement Association
Trustee, Contra Costa County Employees' Retirement Association
Chairman, Daytona Beach Police and Fire Pension Fund
Trustee, Delray Beach Police & Fire Retirement
Executive Director, Denver (CO) Employees Retirement Plan
Assistant Executive Secretary, Detroit (MI) General Retirement System
Chairperson, Detroit (MI) General Retirement System
Executive Director, Duluth (MN) Teachers' Retirement Fund Association
Senior Consultant, Evaluation Associates

 

Trustee, Farmington Pension Board, CT
Senior Fiduciary Compliance Consultant, Fiduciary Plan Governance
Chairman, Fire and Police Pension Association of Colorado
Chairman, Fresno (CA) City Fire & Police Retirement Board
Chairman, Fresno County Employees Retirement Association
Trustee, Fresno County Employees Retirement Association
Trustee, Harvey Police Pension & Retire Fund
Executive Director, Holyoke Contributory Retirement
Chairman, Houston (TX) Municipal Employees Pension System
Trustee, Houston (TX) Municipal Employees Pension System
Trustee, Houston Police Officers Pension System
Principal, InSight Employee Benefit Communications
Trustee, Iowa Public Employees' Retirement System
Executive Director-Administrator, Jacksonville Police & Fire Pension Fund
Trustee, Jacksonville Police & Fire Pension Fund
Chairman, Kansas City Board of Public Utilities
Trustee, Kansas City Board of Public Utilities
Trustee, Kansas City Board of Public Utilities
Chairman, Larimer County Retirement Fund
Chairman, Las Vegas Metro Police Managers and Supervisors Association
Compensation Manager & Plan Administrator, Lincoln Firemen's & Policemen's Retirement System
Trustee, Lincoln Firemen's & Policemen's Retirement System
Trustee, Louisiana Municipal Police Employees Retirement
Trustee, Louisiana State Employees' Retirement System
Chairman, Macomb County Employees' Retirement System
Consultant, Meketa Investment Group
Managing Principal, Meketa Investment Group
Executive Director, Minnesota State Board of Investment
Executive Director, Minnesota Teachers Retirement Association
Senior Consultant, NEPC
Trustee, New Hampshire Retirement System
President/Chairman, New Orleans Firefighter's Pension & Relief Fund
Chairman, New Orleans Municipal Employees' Retirement System
Commissioner, New York State Insurance Fund
County Treasurer, Norfolk County Retirement Board
Director, North Point Advisors
Trustee, Oak Forest Police & Fire Pension Funds
President, Oakland Municipal Employees' Retirement System
Trustee, Ohio Highway Patrol Retirement System
Trustee, Ohio Public Employees Deferred Compensation Program
Planning Officer, Oklahoma Firefighters Pension & Retirement System
Executive Director, Oklahoma Firefighters Retirement System
Retirement Advisor, Oklahoma Municipal Retirement Fund
Trustee, Oklahoma Municipal Retirement Fund
Trustee, Oklahoma Municipal Retirement Fund
Trustee, Oklahoma Public Employees Pension Fund
Trustee, OMERS Sponsors Corporation
Vice Chairman, Philadelphia Board of Pensions
Trustee, Phoenix Law Enforcement Association
Assistant Executive Secretary, Police and Fire Retirement System of the City of Detroit
Trustee, Policemen's Annuity & Benefit Fund of Chicago
President/Director of Research/Senior Consultant, R.V. Kuhns & Associates, Inc.
Investment Committee Chairman & Trustee, Richmond Retirement System
Trustee, Samba Financial Group-UK Pension Scheme
Trustee, San Bernadino County Employees' Retirement Association
Trustee, San Diego (CA) County Employees' Retirement System
Trustee, San Mateo Employees' Retirement System
Acting Treasurer & Tax Collector, San Mateo Employees' Retirement System
Senior Consultant, Segal Advisors, Inc.
Vice President, Segal Advisors, Inc.
Commissioner, South Carolina Retirement System
State Treasurer, State of Pennsylvania
Chairman, Tampa Fire & Police Pension Fund
Trustee, Tampa Fire & Police Pension Fund
President, Texas Dept. of Public Safety
Chairman, Investment Committee, Texas Permanent School Fund
Trustee, Texas Permanent School Fund
Trustee, The Chicago Firemen's Annuity and Benefit Fund
State Treasurer, The State of Idaho
Trustee, Tucson (AZ) Supplemental Retirement System
Head of Risk, Utah Retirement Systems
Chief Financial Officer, Virginia College Savings Plan
Trustee, Virginia Retirement System
President, Washington State Council of Firefighters (WSCFF)
Secretary/Treasurer, Washington State Council of Firefighters (WSCFF)
Trustee, Wayne County Employees Retirement System
Managing Director, Wilshire Associates IncorporatedManaging Director, Wilshire Associates Incorporated

 
  Past Participants Include:
 
Trustee, CALPERS
Chief Investment Officer & Acting Executive Director, TEACHERS' RETIREMENT SYSTEM OF THE STATE OF ILLINOIS
Treasurer, NEW YORK CITY PATROLMEN'S BENEVOLENT ASSOCIATION
Portfolio Officer - Valuation & Analysis Portfolio Manager - Emerging & Minority, ILLINOIS STATE BOARD OF INVESTMENT
Vice Chairman, SAN ANTONIO FIRE & POLICE PENSION FUND
Trustee, BALTIMORE (MD) RETIREMENT SYSTEMS
County Controller, ALLEGHENY COUNTY
Trustee, CITY OF DALLAS EMPLOYEES RETIREMENT
Director of Responsible Investing Research, EVALUATION ASSOCIATES LLC
Finance Director, PROVIDENCE EMPLOYEES' RETIREMENT SYSTEM
Commissioner, LOS ANGELES (CA) FIRE & POLICE PENSION SYSTEM
Investment Analyst, CHICAGO TEACHERS PENSION FUND
Executive Director, CHICAGO TEACHERS PENSION FUND
Investment Analyst, CHICAGO TEACHERS PENSION FUND
Trustee, CITY OF SAGINAW POLICE & FIRE RETIREMENT SYSTEM
Trustee, BOCA RATON (FL) POLICE & FIRE RETIREMENT ASSOC.
President, OAKLAND MUNICIPAL EMPLOYEES' RETIREMENT SYSTEM
Vice President, CHICAGO (IL) POLICEMEN'S ANNUITY & BENEFIT FUND
Principal, MERCER
Managing Director, Head of Investment Strategy, TIAA-CREF
Trustee, VIRGINIA RETIREMENT SYSTEM
Trustee, FARMINGTON PENSION BOARD, CT
Senior Investment Analyst, ENNIS KNUPP & ASSOCIATES
Trustee, KANSAS CITY (MO) EMPLOYEES RETIREMENT SYSTEM
Portfolio Manager, COLLEGE ILLINOIS!
Chief Investment Officer, COLLEGE ILLINOIS!
Executive Director, COLLEGE ILLINOIS!
Executive Director, LABORERS' ANNUITY AND BENEFIT FUND OF CHICAGO
Chairman, Investment Committee, TEXAS PERMANENT SCHOOL FUND
President & CEO, CONSULTIVA INTERNACIONAL, INC.
Chief Financial Officer, POLK BROS. FOUNDATION
Senior Investment Manager, MUNICIPAL EMPLOYEES' ANNUITY & BENEFIT FUND OF CHICAGO
Advisory Committee Member, TEXAS PERMANENT FUND
Fund Administrator, IRON WORKERS LOCAL #1 BENEFIT FUNDS
Chief Financial Officer, AIR FORCE AID SOCIETY
Trustee, CHICAGO PARK EMPLOYEES' ANNUITY AND BENEFIT FUND
Investment Research Analyst, COOK COUNTY (IL) ANNUITY & BENEFIT FUNDS
Manager of Investment Search, DIMEO SCHNEIDER & ASSOCIATES, L.L.C
Research Analyst, DIMEO SCHNEIDER & ASSOCIATES, L.L.C
Chief Financial Officer, REGIONAL TRANSPORTATION AUTHORITY OF CHICAGO
Finance and Investment Officer, CHICAGO TRANSIT AUTHORITY RETIREMENT
Executive Director, CHICAGO TRANSIT AUTHORITY RETIREMENT
Managing Director, LONGEVITY FAMILY CAPITAL (SFO)
Managing Director, LONGEVITY FAMILY CAPITAL (SFO)
Alternative Investments, BECKER, BURKE ASSOCIATES
Head of Alternative Investments, OSBORNE SIEGEL PRIVATE FAMILY OFFICE
  Chief Investment Officer, OSBORNE SIEGEL PRIVATE FAMILY OFFICE
President, QUALITY MANAGER CONSULTANTS, LLC
Trustee, POLICEMEN'S ANNUITY & BENEFIT FUND OF CHICAGO
Senior Managing Consultant, PFM ADVISORS
Deputy Director, MUNICIPAL EMPLOYEES' ANNUITY & BENEFIT FUND OF CHICAGO
Executive Director, MUNICIPAL EMPLOYEES' ANNUITY & BENEFIT FUND OF CHICAGO
Investment Analyst, MUNICIPAL EMPLOYEES' ANNUITY & BENEFIT FUND OF CHICAGO
Managing Director, GENSPRING FAMILY OFFICES, LLC
Managing Director, CAMBRIDGE ASSOCIATES
Managing Director, GENSPRING FAMILY OFFICES, LLC
Principal, THE ROANOAKE GROUP (SFO)
Principal, THE ROANOAKE GROUP (SFO)
Principal, THE TOWNSEND GROUP
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY
CEO, PIXEL WIZARD FOUNDATIONS, INC
Investment Analyst, ENNIS, KNUPP & ASSOCIATES
Chair, Investment Committee, OBERLIN COLLEGE
Principal, ENNIS KNUPP & ASSOCIATES
Partner, BC CAPITAL (SFO)
General Partner, BC CAPITAL (SFO)
Chief Wealth Officer, DIGNITAS LLC (MFO)
Director, ASIA ECONOMIC INSTITUTE
Director, ASIA ECONOMIC INSTITUTE
Dean's Executive Professor of Finance, Executive Director, SIFIRM, SANTA CLARA UNIVERSITY Managing Director, GRIES FINANCIAL LLC (MFO)
Senior Investment Analyst, ENNIS KNUPP & ASSOCIATES
Partner, CURRAN FAMILY LIMITED PARTNERSHIP (SFO)
Principal, MERCER INVESTMENT CONSULTING
President, CHICAGO FIRE FIGHTERS UNION LOCAL 2
Trustee, CHICAGO (IL) POLICEMEN'S ANNUITY & BENEFIT FUND
Managing Director, PFM ADVISORS
Managing Partner, MB FAMILY ADVISORS
Director of Brininess Development, NEXT REALTY (FO)
Managing Principal, NEXT REALTY, LLC (SFO)
Manager, Equity, MARCO CONSULTING GROUP, INC.
Benefit Analysis, UNIVERSITY OF CHICAGO HOSPITALS
Trustee, CHICAGO (IL) TEACHERS PENSION FUND
Trustee, MUNICIPAL EMPLOYEES' ANNUITY & BENEFIT FUND OF CHICAGO
Vice President, MARQUETTE ASSOCIATES, INC.
Managing Director, PFM ADVISORS
CEO, CREATIVE INVESTMENT RESEARCH, INC.
President, QUALITY MANAGER CONSULTANTS, LLC
Managing Director, BROWNSON, REHMUS & FOXWORTH, INC. (MFO)
Founder/ Director, IRENE'S HOME (CITY OF CHICAGO DEPARTMENT OF SOCIAL SERVICES)
Managing Principal, PINNACLE PARTNERS (SFO)
Director of Manager Research, MARQUETTE ASSOCIATES, INC.
Managing Director, T5 EQUITY PARTNERS LLC (SFO)
President, BARLES FAMILY TRUST (SFO)
Trustee, DELRAY BEACH POLICE & FIRE PENSION
Director, ARJ STRATEGY PARTNERS, LLC (SFO)
Executive Consultant, FS ASSOCIATES
Consultant, MARQUETTE ASSOCIATES, INC.
Trustee, PARK EMPLOYEES' ANNUITY & BENEFIT FUND OF CHICAGO
Principal, ENNIS KNUPP & ASSOCIATES
Manager, WEISS-HAM CAPITAL, LLC
Trustee, SAN ANTONIO (TX) FIRE & POLICE RETIREE HEALTH CARE FUND
Managing Partner and CIO, OCEAN ENDOWMENT PARTNERS, LLC
Trustee, CITY OF SOUTHFIELD
Executive Director, COOK COUNTY (IL) ANNUITY & BENEFIT FUNDS
Chief Investment Officer, COOK COUNTY (IL) ANNUITY & BENEFIT FUNDS
 
  Wednesday, January 12, 2011
9:00a Exhibit Setup Begins
10:30p Registration Opens
11:15a Pre-Conference Workshop
Boxed Lunch to be served

The ABCs of Valuing Complex and Illiquid Securities

  • Drivers: Regulations, risk management and customer service.
  • Methods:  We'll discuss various methods and processes that can be used to value complex instruments, underscoring the need for disclosure and transparency from your provider(s).
  • Examples: Brief studies of real world issues with ARS, structured products and private equity.  
  • Are you ready for what's next? As memories of 2008 fade, the search for returns grows - and is likely to lead to new structures and new products.  How can you be sure you're ready?

Speaker:
PhD, Head of Evaluated Pricing Research & Development, SIX Telekurs USA Inc

12:05p Co-Chair Welcoming Remarks
12:20p ActiveBeta Strategies®: Helping Investors "Stay the Course"

  • The magnitude of short-term underperformance is an important dimension of risk in actively managed equity portfolios.
  • This dimension of risk impacts an investor's ability to stay invested.
  • ActiveBeta Strategies use well-documented, powerful, and persistent stock characteristics of momentum and value to create a strategy specifically designed to limit short-term underperformance, while retaining the potential for long-term market out performance.
  • By limiting short-term underperformance, ActiveBeta Strategies potentially help investors "stay the course."

CEO and CIO, Westpeak Global Advisors

12:40p Executive Vice President, PIMCO
1:00p

FIDUCIARY COMPLIANCE AND YOUR FUND'S LARGEST EXPENSE

Managing Director, GTS ADVISORS

1:20p Plan Sponsor Roundtable

Roundtable Discussion: Public Funds, today's challenges, and tomorrow's opportunities

  • How are public funds preparing for the next economic cycle
  • What returns are expected?
  • Understanding and adapting to the evolving landscape of pension funding
  • Best Practices to Control Expenses and Streamline Board Business
  • What role should investment banks or fund managers have in dispensing strategic asset allocation advice to public funds?
  • Government reform, impact of pending legislation

Moderator:
Executive Director, Arizona State Retirement System

Panelists:
Executive Director, Minnesota State Board of Investment
Executive Director, Oklahoma Firefighters Retirement System
Trustee, Policemen's Annuity & Benefit Fund of Chicago

2:15p Hedge Funds

  • Regulatory issues
  • SEC influence
  • New expectations pension plans have for hedge fund managers
  • What risks should public funds be aware of?
  • Management fees
  • Role of the consultant
  • Manager incentives and expenses associated with hedge funds

Moderator:
Head of Risk, Utah Retirement Systems

Panelists:
Senior Managing Director, Cliffwater LLC
Global Head of Long/Short Strategies, UBS Global Asset ManagemenT
Founder & Managing Principal, CastleRock Management
Partner & Portfolio Manager, Brigade Capital Management

3:15p Refreshment Break

Sponsored by:
GTS Advisors
3:30p Investment Styles & Strategies

  • The changing face of global investing
  • Responding to a rebounding economy
  • Opportunities in distressed investing
  • What are the best strategies for the future?

Moderator:
Trustee, New Hampshire Retirement System

Panelists:
Senior Director, S&P Indices
Credit Strategist, Pacific Alternative Asset Management Company
CFA, Managing Director, Allianz Global Investors Capital
Senior Vice President, Fred Alger Management

4:30p Opportunities in the Credit Market

  • Major trends in the credit markets for 2011
  • How to use derivatives to express views not available in cash securities
  • How will the maturity wall impact the market?
  • Exploiting inefficiencies in the credit markets
  • The importance of manager flexibility
  • Benefits of a long-term strategic allocation to the high yield asset class

Moderator:
Executive Director, Holyoke Contributory Retirement

Panelists:
PhD, Head of Evaluated Pricing Research & Development, SIX Telekurs USA Inc.
Executive Vice President & Co-Chief Investment Officer, Palisade Capital Management, L.L.C.
Managing Director, Brownstone Asset Management
Principal, Portfolio Manager, DDJ Capital Management, LLC
Managing Director, Portfolio Manager, Citi Capital Advisors

5:45p Equity Investing

  • Globalization & rise of the BRIC countries
  • The international equity market
  • The domestic equity market
  • Role of the traditional core portfolio
  • Where are the best investment opportunities in 2011?

Moderator:
Chairman, Daytona Beach Police and Fire Pension Fund

Panelists:
Portfolio Manager, Ceredex Value Advisors
Founding Principal, Institutional Portfolio Manager, Hermes Global Equities Advisors
Client Portfolio Manager, Federated Investors

6:30p Cocktail Reception
 
  Thursday, January 13, 2010
7:15a Continental Breakfast

Sponsored by:


Westpeak Global Advisors
7:50a Co-Chair Welcoming Remarks


8:00a Solutions for a New Decade
  • Risk management challenges
  • Role of strategic partnerships
  • Absolute return strategies, and equity market neutral investing
  • Next generation of alternative strategies

SVP, Head of Global Investment Strategies , Pyramis Global Advisors

8:20a

Corporate Reform through Shareholder Litigation: How Public Funds can change the way corporations do business

Attorney, Saxena White

8:40a Gold: Rediscovering an Asset Class

Investment Research Manager, World Gold Council

  TRACK A TRACK B
9:00a New Strategies in Alternative Investments

  • How is the global economy and current global events affecting the public funds space?
  • How alternatives diversify a portfolio
  • Key mistakes to avoid
  • Life settlement solutions
  • Where is the growth in alternatives?
  • Top alternative asset classes

Moderator:
Commissioner, South Carolina Retirement System

Panelists:
Manager, Bunge Inc.
Chief Operating Officer, Zais Group, LLC
Head of North American Business Development, FRM Americas
Managing Director, SKYBRIDGE CAPTIAL

 

Emerging Markets

    • Which sectors present the greatest risk and what are the risk factors specific to these markets and other Emerging Markets?
    • Benefits of Diversifying into Emerging and Frontier Markets
    • Frontier Markets as a Hedging Strategy
    • Africa - The New Frontier
    • Investing in BRIC economies

    Moderator:
    Managing Director, Wilshire Associates Incorporated

    Panelists:
    CFA, Senior Portfolio Advisor, DuPont Capital Management
    Chief Investment Officer, Portfolio Manager, Wentworth, Hauser, and Violich
    CFA, Chief Executive Officer, Old Mutual Global Index Trackers (US) LLC
    Founder and CEO, Pacific Sun Investment Management (HK) Ltd

10:00a Real Estate Investing

  • Trends in 2011
  • Buying from the FDIC & Banks
  • Exit strategies ... now more than ever
  • Buying notes/debt vs. assets
  • Commercial best buys

Moderator:
Chairman, City of Omaha Civilian Employees Retirement System

Panelists:
Chief Financial Officer & Chief Operating Officer, Intercontinental Real Estate CORPORATION
Principal, Westcor Development Partners
Chief Investment Officer, American Realty Capital
President, LPC Realty Advisors Ltd.

Securities Lending Outlook

  • The credit crisis and its impact on the securities lending market
  • How plan sponsors and providers reacted
  • Is the market supply/demand dynamic changing and if so, what might be the impact?
  • Will plans that suspended lending return?
  • What changes might we expect in program structure?
  • Will greater transparency become the standard?
  • What potential regulatory changes might we expect?
  • What can plan sponsors do to optimize their programs?

Moderator:
Trustee, Farmington Pension Board, CT

Panelists:
Senior Managing Director, State Street Securities Finance
Managing Director, ESECLENDING
Executive Director, J.P. Morgan
Trustee, VIRGINIA RETIREMENT SYSTEM

11:00a Refreshment Break

Sponsored by:
World Gold Council

11:15a Asset Allocation

  • New fundamentals in 2011
  • Public Fund allocation trends
  • Target allocations and risk tolerance
  • Tactical Asset Allocation
  • Shelter from the storm...safe investments?
  • Investing in alternatives: how much of your portfolio is the right amount?

Moderator:
Executive Director-Administrator, Jacksonville Police & Fire Pension Fund

Panelists:
Senior Consultant, Evaluation Associates
Director of Research, Security Global Investors
Investment Specialist, BNP Paribas Investments Partners
Managing Director, Golub Capital

Private Equity & Venture Capital

  • What are the most pressing issues facing the private equity industry today?
  • Where are we now... where are we headed?
  • How are deals being sourced
  • Short & Long term expectations
  • Emerging Asian economies
  • Liquidity issues vs. risk
  • What is the cost of capital?
  • Return expectations
  • Buying distressed debt
  • Does size matter?
  • US Real Estate on sale

Moderator:
Finance Director, City of Providence Rhode Island

Panelists:
Managing Partner, SAIL VENTURE PARTNERS
Managing Principal & Co-Founder, RCP Advisors, LLC
Founding Partner, P2 Capital Partners, Llc
Managing Director, Brooke Private Equity Associates

12:15p Real Assets /Commodities

  • How do real assets fit into a pension funds portfolio?
  • Infrastructure
  • Timber
  • Water
  • Oil and Gas Investing
  • Why commodities...why now?
  • Real estate

Moderator:
Planning Officer, Oklahoma Firefighters Pension & Retirement System

Panelists:
CEO, TIMBERVEST
Partner, FLAG Capital Management LLC
Vice President, Product Management, GE ASSET MANAGEMENT

Legal Issues for Public Pensions

  • Protecting your fund from scrutiny
  • Fiduciary Reliance on Expert Advice
  • Cross border litigation...International Issues
  • Avoiding conflict
  • Protecting your assets
  • Corporate reform and shareholder litigation
  • Pending litigation...potential impact

Moderator:
General Counsel, Ann Arbor (MI) City Employees' Retirement System

Panelists:
Trustee, Oklahoma Public Employees Pension Fund
Senior Counsel, Pomerantz, Haudek, Grossman and Gross
Partner, Hagens Berman Sobol Shapiro
Esq., Robbins Geller Rudman & Dowd LLP

 

1:15p Luncheon

Power to the Stockholders: A Call To Arms

Lunch Speaker:
Partner, Bernstein Liebhard LLP

2:30p Sustainable Investing

Moderator:
CEO, Arnerich Massena & Associates

Panelists:
Renewable Energy Portfolio Manager & Partner, Ardsley Partners
CFA, Portfolio Manager, Passport Capital
Founder and Co-Managing Member, AWJ Capital Partners, LLC

3:15p State Treasurer Roundtable

Moderator:
Trustee, Austin Police Retirement System

Panelists
State Treasurer, The State of Idaho
State Treasurer, The State of Iowa
State Treasurer, State of Pennsylvania

4:15p Pension Consultant Outlook

  • Choosing the right consultant
  • Consultant obligations during manager selection
  • Choosing a qualified consultant to perform appropriate due diligence

Moderator:
Senior Consultant, Segal Advisors

Speakers:
Executive Vice President, Callan Associates
Consultant, Meketa Investment Group
President/Director of Research/Senior Consultant, R.V. Kuhns & Associates, Inc.
Principal & Consulting Actuary, BUCK CONSULTANTS
Senior Consultant, NEPC

5:15p Cocktail Reception

Sponsored by:


Pyramis Global AdvisorS
 
  Friday, January 14, 2011
7:30a Continental Breakfast

Sponsored by:
Saxena White

8:10a Welcoming Remarks
8:20a

The Credit Crisis and Flash Crash: How are Plan Sponsors and Institutional Money Managers Adapting

Managing Director, Options Industry Council

8:40a Trustee Education: Fiduciary Responsibility

  • Selecting & monitoring your managers
  • Creating a benchmark
  • Legal parameters
  • Third party oversight and transparent reporting
  • Current litigation...Latest cases and trends

Moderator:
Chairman/Investment Board, BAY CITY (MI) POLICE & FIRE RET. SYSTEM

Panelists:
Trustee, Jacksonville Police & Fire Pension Fund
Chairman, City of Orlando Police Pension Board
Partner, Motley Rice LLC
President, Chicago (IL) Policemen's Annuity & Benefit Fund

9:30a Investment Trends for 2011

  • Top concerns for public pension funds & how they are addressing them
  • Asset allocation - expected trends in 2011 & beyond

Moderator:
President, City of Aurora Police Money Purchase Pension Plan

Panelists:
Chairman, New Orleans Municipal Employees' Retirement System
Director,, CUTWATER ASSET MANAGEMENT
Trustee, SAMBA FINANCIAL GROUP-UK PENSION SCHEME

10:30a Challenges facing Public Pension Plans: past, present and future

  • Future of corporate reform
  • Regulatory reform
  • Meeting long term obligations

Moderator:
Principal, InSight Employee Benefit Communications

Panelists:
Chairman, Atlanta Firefighters Pension Fund
Executive Director, Duluth (MN) Teachers' Retirement Fund Association
President, Oakland Municipal Employees' Retirement System

11:15a Conference Concludes

12:00p GOLF TOURNAMENT
 
  Untitled Document
 
 
 
 
 
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