TEXAS The Texas Association of Public Employee Retirement Systems
JOIN MEMBERS CONFERENCES LEGISLATION

21st Annual Conference Presentations

Sunday, April 11

11:00-12:30 P.M.

Trustee Workshop: Understanding Hedge Funds
Ric Thomas,SSgA

 

 

Monday, April 12

8:00-8:30 Opening Ceremony
8:30-9:15 Global Economy, Fed Stimulus, Crisis, Investment Outlook & Opportunities
Paul McCulley, PIMCO

9:20-9:45 Asset Allocation: A Better Understanding and Management of Risk
Rhett Humphreys, NEPC
9:50-10:15

Profiting from US Equity Markets in 2010
David Spika,Westwood Holdings Group

10:35-11:00 International Equity Market Update
Jonathan Passmore, GE Asset Management
11:05-11:30 Looking Beyond U.S. Bonds
Chris Diaz, ING Investment Management
11:35-Noon Private Equity Outlook
Alex Navab,KKR
Noon-1:30 pm Luncheon: Random Digressions

Charlie Spoonhour

1:30-2:15

Concurrent Breakout Session

Asset Allocation Looking Back, Now Looking Forward, for Plans Above $50 million

Moderator: John Lawson, Houston Police Officers' Pension System
Richard Holbein,Holbein Associates
Rhett Humphreys, NEPC
Eddie Guerra, Mercer

1:30-2:15

Concurrent Breakout Session

Asset Allocation for Plans Below $50 million

Moderator: Lisa Ivie Miller, Fire Fighters' Pension Commissioner
David Spika, Westwood Holdings Group
Byron Meads, Meads Wealth Management Group at Merrill Lynch
Mary Kathryn Campion, Champion Capital Research

2:35-3:00

Rational Expectations for Active International Investing
Erik Gosule, DE Shaw Investmenet Management

3:05-3:30

Frontier Markets: Completing the International Opportunity Set
Greg Behar, Northern Trust

3:35-4:00

Local Currency Emerging Markets Debt: The Next Step in the Evolution of EMD
Michael Adams, MFS Investment Management

4:05-5:00

Real Estate Panel

Moderator: Kendall Thomas, Austin Police Retirement System
Katherine (Kathy) Sandstrom, Heitman
Glen Weisberg, State Street Global Advisors
Wayne M. Brandt, TCW
Peter Palandjian, Intercontinental Real Estate Corp.

 

Tuesday, April 13

7:00 A.M. Registration
8:05-8:10 Recap of Monday Sessions
8:10-8:35 The Great Moderation Comes to an End....Now What?
Diane Garnick, Invesco
8:40-9:05

Implications of Inflation oon Public Plans
Ian Ngo,JP Morgan Asset Management

9:10-9:35 Long/Short Credit
Thomas (Tom) Stolberg, Loomis Sayles & Company
10:05-10:30 Value Investing: The Importance of Dividends
Thomas (Tom) W. Oliver, Allianz Global Investors Capital
10:35-11:00

Bridge Over Troubled Waters
Jeff Cummer, Sanders Morris Harris Inc.

11:05-11:30

Global Outlook for Real Estate
Michael (Mike) Acton, AEW Capital Management

11:35-Noon

Custodial Banks: Hidden Risks in Your Most Trusted Relationships
Tony Gelderman III, BLB&G

Noon-1:30

Luncheon: Political Realities of Waiting for Congress and the White House to Solve the Financial Crisis
Paul Begala, Political Analyst & CNN Commentator

1:45-2:10

The Lost Decade and Beyond
Rob Arnott, Research Affiliates

2:15-2:40

The Role of REITs in the Current Real Estate Cycle
Barry Cope,Virtus Investment Partners.

2:45-3:10

Ways to Access Commodities - Risk and Return
Ernesto Ramos, Harris Investments

3:30-4:30

Private Equity Panel

Moderator: Doug Wynkoop, Houston Municipal Employees Pension System
Venita Fields, Smith Whiley & Company
Arthur Hollingsworth, Lone Star Investment Advisors
Aaron Gershenberg, SVB Capital
Kristine Brandt,Invesco

4:35-5

Opportunities iin Event Driven Strategies
Robert (Rob) Feingold, Babson Capital

5-5:45

The San Diego Pension Ethics Decision: Where Do We Go From Here?
Robert (Bob) Klausner, Klausner & Kaufman

Wednesday, April 1

7:30. Registration
8:05-8:45

A Primer to Include Minority and Women Owned Firms in Your Investment Programs
Orim Graves, NASP

8:45-9:30

Report on the Asset Allocation and Investment Peformance of Texas Public Employee Retirement Systems
Freric (Fred) D. Richmond

9:45-11:15

Legislative Focus Group Workshop
Clint Smith, HillCo Partners
Joe Gimenez, g3 Public Relations

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