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Sunday, April 11 |
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11:00-12:30 P.M. |
Trustee Workshop: Understanding Hedge Funds
Ric Thomas,SSgA
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Monday, April 12 |
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8:00-8:30 |
Opening Ceremony |
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8:30-9:15 |
Global Economy, Fed Stimulus, Crisis, Investment Outlook & Opportunities
Paul McCulley, PIMCO |
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| 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
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| 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.
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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
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| 5-5:45 |
The San Diego Pension Ethics Decision: Where Do We Go From Here?
Robert (Bob) Klausner, Klausner & Kaufman |
