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2009 Annual Conference Agenda |
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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 |
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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 |
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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
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| 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
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| 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
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| 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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Wednesday, April 1 |
| 7:45-8:30 A.M. |
Breakfast at the Capitol with Legislative Representatives |
| 8:30-9:30 |
Review of 81st Texas Legislature & Significant Issues Affecting Public Pensions |
| 10:00 |
Recognition of TEXPERS by Texas House of Representatives |
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TEXPER’s members are the trustees,
administrators and participants of public employee retirement
systems in Texas, as well as professional service providers,
employee groups and associations engaged in or interested in the
management of those systems. |
TEXPERS works closely with elected
officials to ensure ongoing improvement to a legislative framework
that contributes to effective investment practices by its member
plans. Ultimately, all Texans’ benefit from the sound investment
policies that start with Texas law. |
Membership to
TEXPERS is open to all Texas public retirement systems. Joining is a
very easy process, just follow the steps. Membership by all other
classifications requires an application. There are current openings
for Consultants, Actuaries and Employee Groups. |
TEXPERS
actively engages with media so that taxpaying Texans can feel
confident in the ability of their public servants to support their
families in retirement. This newsroom contains press releases and
special reports that cover pension issues. |
TEXPERS executes its educational
mission by organizing twice annual conferences for pension trustees
to receive information about investment options, fiduciary duties,
governance, ethics, investment terms and practices, and actuarial
and legal matters |
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