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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