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2011 Summer Educational Forum Agenda

Saturday, August 6

8a.m.-3p.m. CTT
 

Sunday, August 7

Noon- P.M.

Trustee Workshop: Fighting the 2012 Threat to Texas Pension Systems
Joe Gimenez, g3 Public Relations
Max Patterson, Executive Director-TEXPERS

3:00-6:00 Conference Registration
5:00-9:00 Members' Reception & Dinner
 

Monday, August 8

7:00 A.M. Registration
8:25-8:50

Opening Ceremony:

Invocation -
Dwight Walker, TEXPERS Presidential Advisor, WR Huff Asset Management

Pledge of Allegiance & Texas Pledge -
Rector McCollum, TEXPERS Second Vice President, Dallas Police & Fire Pension System

Singing of National Anthem -
Max Patterson, Executive Director-TEXPERS

John Lawson, Executive Director- Houston Police Officers' Pension System

Opening Remarks -
Eyna Canales-Zarate, TEXPERS President, City of Austin Employees' Retirement System

Welcome & Intro -
The Honorable Vicki Truitt, Texas House of Representatives

Conference Procedures -
Max Patterson, Executive Director-TEXPERS

 

8:50-9:15

Volatility of Fixed Income "Isn't a Bond Just a Bond?"
Jeff Cummer, SMH Capital Advisors

 


9:20-9:45

Convergent/Divergent Investing
Andy Fisch, SSgA

 


9:50-10:15

The Case for Listed Infrastructure
John Vojticek, RREEF

 

10:35-11:00

A Tale of Two Paradigms Volatility and Correlation
Mika Toikka, Credit Suisse

 

11:05-11:30

Long Bias Commodities
Eric S. Goodbar, Mellon Capital Management

 

11:35-Noon

The Commodities Story is Changing
Brian Ziv, William Blair & Company

 

Noon-2:00

Lunch w/ Keynote Speaker
Topic: Celebrating People of Influence
Michael Hoffman

 

2:00-2:30

Concurrent Breakout Sessions:

Opportunities in Domestic Market (> $100 M)
Ragen Stienke, Westwood Holdings Group

Endowment Strategy- Will It Work for the Small Plans? (< $100 M)
George Ball, SMH Capital Advisors

 

2:35-3:05

Concurrent Breakout Sessions:

Inflation/Deflation & Asset Allocation - Buy, Sell or Hold (> $100 M)
Arnold Van Den Berg, Century Management

Consultants Panel (< $100 M)
John Lawson, Houston Police Officers' Pension System
William Harrell,Robert Harrell, Incorporated
John R. Martin, Graystone Consulting
John Robinson, Gray & Company

 

3:25-4:0

Concurrent Breakout Sessions:

Real Estate Panel (> $100 M)
Andrew Junkin, Wilshire Associates
Meredith Despins, NAREIT
Andy Smith, L&B Realty Advisors

Opportunities in Credit Market (< $100 M)
Dave Wetzel, Fund Evaluation Group
James Clarke, Paulson & Co.
Betsi Hill, Citi Capital Advisors
David Deutsch, Zais Group

 

4:30-6:30 Reception
 

Tuesday, August 9

7:30 A.M. Registration
7:00-8:15

Buffet Breakfast

 

8:30-9:45

National Campaign to Combat DB vs. DC
Dr. Tom Mackell, Jr.

 

9:50-10:20

The Rhyme and Reason of Public Pension Plans: What Can and Can't Be Changed in Texas
Gary Lawson, Esq

 

10:35-11:00

Texans for Secure Retirement
Max Patterson, Executive Director-TEXPERS

 

11:00-Noon

Fiduciary Responsibilities of Trustees
Bob Klausner, Esq.

 

12:00

Closing Remarks & Lunch

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