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Twenty-Third Annual Conference Agenda

Sunday, March 25

Workshop "Understanding Active Management"
Diane Garnick
 

Monday, March 26

9:00-9:25 a.m. Trade Finance - An Under Utilized Asset Class
Robert Kowit, Federated Investors
9:30-9:55 a.m. How to Generate Attractive Returns with Low Volatility In the Current Uncertain Climate
Mark R. Freeman, Westwood Holdings Group
10:15-10:40 a.m. Energy Investing Today
Darren Peers, Nuveen Investments
10:45-11:10 a.m. Investors Behaving Badly:
A Fresh Look at Some Old Ideas
Joseph Miletich, Mellon Capital Management
11:15-11:40 a.m. Challenging Conventional Wisdom
Stephen Kwa, Schroder Investment Management
11:45-1:30 p.m. Market Signals: What the Financial Markets are Telling Us Now
Peter Ricchiuti, Founder-Burkenroad Reports
BREAKOUT SESSIONS
1:45-2:35 p.m. Opportunities in Credit (>$100mm)
Moderator: Richard Tettamant, Dallas Police and Fire Pension System
Mike Wands, Putnam
John Harrison, Harbert Management Corp.
Denise Crowley, ZAIS Group, LLC

Domestic Equity (<$100 mm) Moderator: George A. Tarlas, Asset Consulting Group, Inc. Brad Thompson, Frost Investment Advisors Eugene Lee, Champion Capital Research Timothy Devlin, Artio Global Management, LLC
3:00-3:50 p.m. Real Estate (>$100mm)
Moderator: David Barnes, NEPC
John Davidson, AEW Capital Management
Jim Kelleher, New Boston Fund
Jay Butterfield, American Realty Advisors

Emerging Market Equity: A Holistic View (<$100mm)
Moderator: Roy Browning, Jr., Alpha Consulting Group
Kristina Kalebich, Calamos Investments
Reiner Trilsch, Wentworth, Hauser, and Violich
Dale Hanks, Capital Group
4:00-4:50 p.m. Transition Management (>$100mm)
Moderator: Greg Brunt, HMEPS
Brian Berg, State Street Global Markets
Ravi Goutam, BlackRock
Ken Temple, ConvergEx Group

Hedge Funds (<$100mm)
Moderator: Mary Kathryn Campion, Champion Capital Research
Erik Barefield, Mesirow Financial
George Fox, Titan Advisors
Timothy Schuler, Permal Group, Inc.
 

Tuesday, March 27

8:10-8:35 a.m. Investing in Uncertain Times
Arnold Van Den Berg, Century Management
8:40-9:05 a.m. Dividend Paying Stocks in the Decade Ahead
L. Baxter Hines, Allianz Global Investors Capital
9:10-9:35 a.m. Evolving Investment Guidelines Within
Investment Policy Standards
John Lloyd, Janus
9:55-10:20 a.m. European Stress: Managing Currency Risk and Currency Investment Opportunities
Chris Adair and Javier Corrominas,
Record Currency Management
10:25-10:50 a.m. The Benefits of Active Management
Wendy Lee, OFI Institutional
10:55-11:20 a.m. Investment Solutions for a New World Order
Suzanne Hutchins, Newton Capital Management, LLC
11:25-11:50 a.m. A Century of Global Returns
Marlena Lee, Dimensional Fund Advisors
12:00-1:30 p.m. The Fundamental Rules of Risk Management
Nigel Lewis, Teacher Retirement System of Texas
BREAKOUT SESSIONS
1:30-2:20 p.m. Alternatives (>$100mm)
Moderator: Will Harrell, Robert Harrell, Inc.
Ben Lazarus, The Clifton Group
Michael Arone, State Street Global Advisors
Pawan Chaturvedi, Altius Associates Limited

Domestic Fixed Income (<$100mm)
Moderator: Gwelda Swiley-Burke, Callan
F. Barry Nelson, Advent Capital Management
Patrick Mitchell, Guggenheim Investments
Jeff Cummer, Sanders Morris Harris
2:25-3:15 p.m. Low Volatility (>$100mm)
Moderator: Andrew Junkin, Wilshire
Christian McCormick, INTECH
Nelson Yu, AllianceBernstein
Andrea Frazzini, AQR Capital Management, LLC

International/Global Equity (<$100mm)
Moderator: Sam Jordan, Austin Police Retirement System
Connor Wilson, Thornburg Investment Management
Joe Schirripa, Numeric
Jason White, T. Rowe Price
3:35-4:25 p.m. International Fixed Income (>$100mm)
Moderator: John Robinson, Gray & Co.
Luis Maizel, LM Capital Group
Robert Robis, ING Investment Management

Securities Litigation (<$100mm)
Moderator: Max Patterson, TEXPERS
Badge Humphries, Motley Rice
Tony Gelderman, BLB&G
Mike Stocker, Labaton Sucharow
 

Wednesday, March 28

8:30-9:15 a.m. What Does 80% Really Mean?
Brad Heinrichs, Foster and Foster

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