Saturday, March 28 |
| 8a.m.-3p.m. |
CTT |
| 3:30 p.m. |
Resolutions Committee Meeting |
| 3:30 p.m. |
Credentials Committee Meeting |
| 4:30 p.m. |
TEXPERS Board of Directors Meeting |
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Sunday, March 29 |
|
11:00-12:30 P.M. |
Trustee Workshop: Measure Twice, Invest Once
Alan Greenwald & Rex Holsapple, Dow Jones Index |
| 2-3 p.m. |
Legislative Committee Meeting |
| 3:30 p.m. |
Annual Members Business Meeting |
| 5-6 p.m. |
Welcoming Reception |
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Monday, March 30 |
| 7:00 A.M. |
Registration |
|
6:30-8:00 |
Buffet Breakfast |
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8:00-8:20 |
Opening Ceremony |
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8:30-8:50 |
What Would the Father of Modern Portfolio Theory Say?
Mary Kathryn Campion,Champion Capital Research |
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8:50-9:10 |
Successful Investment Strategies for All Market Conditions
Victor Sperandeo, EAM LP |
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9:10-9:30 |
U.S. Large Cap Stocks: Attractive Risk & Reward During Volatile Times
David Spika,Westwood Holdings Group |
| 9:30-9:50 |
High Yield: A Gold Mine or Mine Field?
Jeff Cummer,SMH Capital
|
| 10:10-10:30 |
Hedge Fund of Funds: The Future of Transparency & Risk Management
Jim Tomeo, State Street Global Advisors |
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10:30-10:50 |
Breadth & Skill in Portfolio Management
Trey Beck, D.E. Shaw |
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10:50-11:10 |
Infrastructure the New Deal
Dan Schuller,JP Morgan Asset Management |
| 11:10-11:30 |
The Window of Opportunity in Global Credit
Douglas Peebles, AllianceBernstein |
| 11:30-11:50 |
ABCs of Market Neutral Investing
Donna Wilson,Invesco |
| 12-1:30 p.m. |
Lunch: The Changing Face of Texas: Tracking the Economic & Demographic Transformations Through 28 Years of Houston Surveys
Professor Stephen L. Klineberg,Sociology Department, Rice University |
| 1:40-2:25 |
Asset Allocation Issues for Plans Below $100 M
Moderator: Ruth Ryers,Employees Retirement Fund of the City of Fort Worth
Tim Sharpe, Citi Smith Barney Consulting Group
Dave Wetzel, Fund Evaluation Group
Richard Holbein, Holbein Associates
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| 1:40-2:25 |
Asset Allocation Issues for Plans Above $100 M
Moderator: Doug Wynkoop, Houston Municipal Employees Pension System
Paul Troup, Callan Associates
Joe Meals, Consulting Services Group
Andrew Junkin, Wilshire Associates |
| 2:45-3:25 |
Real Estate Panel
Moderator: Jerry Brown, Dallas Police & Fire Pension System
Timothy Ballard, TCW
Christian Metten, L&B Realty
|
| 3:25-4:05 |
Private Equity Panel
Moderator: John Lawson, Houston Police Officers' Pension System
John Dominguez, SVB Capital
Venita Fields, Smith Whiley & Co.
William Brooke, Harbert Management |
4:05-4:25 |
Benchmarking Target Date Funds
Philip Murphy,Standard and Poor's |
| 4:25-5:10 |
What's Going on in the Fixed Income Arena, Panel
Moderator: Lee Partridge, Texas Teachers Retirement System
Andy Chorlton, STW Fixed Income
Marino Valensise, Barings Asset Management
Jared Gross,PIMCO |
| 5:10-5:45 |
Fraud Busters (Madoff or Appropriate Due Diligence?)
Budge Collins, Guest Speaker |
| 6-9 p.m. |
TEXPERS Members Dinner |
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Tuesday, March 31 |
| 7:30 A.M. |
Registration |
| 7-8: |
Buffet Breakfast |
| 8:00-8:10 |
Recap of Monday Sessions |
| 8:10-8:30 |
Clean Energy - An Appealing Investment for Today's Market
Scott Lawrence,Fortis Investments |
| 8:30-8:50 |
The Great Asset Re-Pricing
Michael Acton, AEW Capital Management, LP |
| 8:50-9:20 |
Credit Crisis' Impact on Securities Litigation & Future Regulation
G. Anthony (Tony) Gelderman, III,Bernstein Litowitz Berger & Grossman |
| 9:20-9:40 |
A Primer on Leveraged Loans
Craig Russ, Eaton Vance What's the Impetus for Overlay Strategies
Alistair Lowe, State Street Global Advisors |
| 10-10:20 |
| 10:20 -10:40 |
Investing in Convertible Securities
Ed Johnson, Advent Capital Management LLC
|
| 10:40-11 |
Why Global Investing? Adding Value through an Integrated Equity Platform
Michael Cantara, MFS Investment Management |
| 11-11:20 |
Hedge Fund vs. Mutual Fund
Craig Callahan, ICON Advisers |
| 11:20-12 |
Global Infrastructure
Moderator/Speaker: Dan Kim, Ennis Knupp & Associates
Randle Smith, Virtus Investment Partners
Ben Heap, UBS Global Asset Management |
| 12:15-1:30 P.M. |
Networking Lunch |
| 1:30-2:15 |
TEXPERS Asset Allocation Report
Fredric D. Richmond |
| 2:15-3:15 |
Fiduciary Responsibilities & Ethics
Robert Klausner, Klausner & Kaufman, P.A. |
| 3:30-4 |
Actuary 101
Mark Randall, GRS |
| 4-4:30 |
TEXPERS Technology: Website, Outlook Online... |
| 4:30-5 |
GFOA Recommended Practices
Rhonda Smith, Houston Municipal Employees Pension System |
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