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2008 Annual Conference Agenda |
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Saturday, August 21 |
| 8a.m.-3p.m. |
CTT |
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Sunday, August 22 |
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Noon-1:30 P.M. |
Trustee Workshop: Emerging Markets & Frontier Markets vs. Developed Markets
Panel Presentation by Credit Suisse
Elizabeth Eaton
Mauro Bergstein
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| 3:00-6:00 |
Conference Registration |
| 5:00-9:00 |
Members' Reception & Dinner |
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Monday, August 23 |
| 7:00 A.M. |
Registration |
| 8:25-8:50 |
Opening Ceremony:
Invocation - Kendall Thomas, TEXPERS Secretary, Austin Police Retirement System
Pledge of Allegiance & Texas Pledge - Rector McCollum, TEXPERS Board Member, Dallas Police & Fire Pension System
Singing of National Anthem - Max Patterson, John Lawson, Obie McKenzie
Opening Remarks - Eyna Canales-Zarate, TEXPERS President, City of Austin Employees' Retirement System
Welcome & Intro - The Honorable Joe Straus, III, Speaker of the House - Texas House of Representatives
Conference Procedures - Max Patterson, Executive Director-TEXPERS
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8:50-9:15 |
European Monetary Implications on US Asset Value
Mike Trudel, BlackRock |
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9:20-9:45 |
Case for Global Equities
Kurt Umbarger, T. Rowe Price |
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9:50-10:15 |
Global Bonds
Tom Fahey, Loomis Sayles & Company |
| 10:35-11:00 |
The Rules are Changing. What are the Implications on Your Portfolio?
Tom Digenan, UBS Global Asset Management
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| 11:05-11:30 |
Impact of Euro's Implosion on the US Dollar
Monica Fan, State Street Global Advisors
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| 11:35-Noon |
Making the Case for Emerging Markets Equities
Reiner Triltsch, Wentworth, Hauser & Violich |
| Noon-2:00 |
Lunch w/ Keynote Speaker
Topic: Where There's Change There's Opportunity
Bruce Wilkinson |
| 2:00-2:50 |
Concurrent Breakout Sessions:
A Smorgasbord of Private Equity
Curt Futch, Crestline Investors
Arthur Hollingsworth, Lone Star Investment Advisors
Scott Hamner, Credit Suisse
Capturing Alpha for Plans Below $100 M
Warren DeKinder, INTECH, a Janus Capital Group Company
James D. Stoker, II, Graystone Consulting, a Business of Morgan Stanley Smith Barney
Royce Medlin, Smith Asset Management Group
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| 3:10-4:00 |
Concurrent Breakout Sessions:
Different Approach to Investing in Global Equities
Chris Neill, Thornburg Investment Management
John Arnhold, First Eagle Investment Management
Brad F.D. Thompson, CFA, Frost Investment Advisors, a Subsidiary of Frost
Global Implications on U.S. Real Estate
Rob Kochis, The Townsend Group
Olin Needle, Heitman
William B. Brueggeman, L & B Realty Advisors
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| 4:30-6:00 |
Reception |
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Tuesday, August 24 |
| 7:30 A.M. |
Registration |
| 7:00-8:15 |
Buffet Breakfast |
| 8:30-10:00 |
Understanding the Legislative Process
Craig Hudgins,TEXPERS Parliamentarian |
| 10:15-11:15 |
Effective Communications with the Media
Joe Gimenez,g3 Public Relations |
| 11:15-Noon |
NCPERS and the National Focus
Hank Kim, Executive Director-NCPERS |
| 12:00 |
Closing Remarks & Lunch
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Saturday, March 15 |
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Noon-3 P.M. |
Trustee Workshop: Hedge Funds
Eddie Guerra, Milliman |
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Sunday, March 16 |
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11:30 A.M. |
Legislative-Resolutions & Credentials Committees Meetings (Committee Members Only) |
| 12:00-1:15 |
Registration for Delegates |
| 1:30 P.M. |
Members Annual Business Meetings (Plan Sponsors Only) |
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2:00-6:00 |
Conference Registration |
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4:30-6:30 |
Welcoming Reception |
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Monday, March 17 |
| 7:00 A.M. |
Registration |
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6:30-8:00 |
Buffet Breakfast |
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8:00-8:20 |
Opening Ceremony |
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8:20-8:50 |
New Evidence in the Active-Passive Debate
Craig Callahan, ICON Advisers |
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8:50-9:20 |
Emerging & Frontier Markets: Capturing Long Term Growth
David Stein, Eaton Vance |
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9:20-9:50 |
International Investing - World of Opportunities
Paul Rogge, Rogge Capital Managment |
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10:20-10:50 |
Brokerage Costs & Conflicts
David Bergman,Global Transition Solutions
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10:50-11:20 |
Hedge Fund Beta - Another Alternative
Eric Brandhorst, State Street Global Advisors |
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11:20-11:50 |
Transparency & Risk Management in Hedge Funds of Funds
Leeor Farhadian, Entrust Capital Inc. |
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12-1:30 P.M. |
Luncheon: Global Challenges & Opportunities Facing the U.S.
Speaker: Ret. Admiral Bobby Inman
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1:30-2:15 |
Globalization and Green Revolution in Real Estate
Nick Thompson, JanusINTECH Institutional Asset Management
Greg Hartch, GE Asset Management |
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2:15-2:45 |
Emerging Markets - How Far Can They Go?
John Guerard, McKinley Capital Managment |
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2:45-3:15 |
Understanding Global Infrastructure Investing
Kurt Wright, Quadrant Real Estate Advisors |
| 3:30-4:00 |
Project Status of Infrastructure Investment Opportunities in Texas
John Munoz, Texas Department of Transportation |
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4:00-4:30 |
International Investing: Does Style Matter?
Stephen Dexter, Putnam Investments |
| 4:30-5:00 |
Trends in Quantitative Management
Peter Millington, Pyramis Global Advisors |
| 5:30-7:30 |
St. Patrick's Day Reception & Party |
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Tuesday, March 18 |
| 7:30 A.M. |
Registration |
| 6:30-8:00 |
Buffet Breakfast |
| 8:00-8:10 |
Recap of Monday Sessions |
| 8:10-8:45 |
Emerging Market Debt
Christopher Dillon, T. Rowe Price & Associates, Inc.
Bret Rosen, PIMCO |
| 8:45-9:15 |
Update on Securities Litigation, Today & the Future
G. Anthony (Tony) Gelderman, III,Bernstein Litowitz Berger & Grossman |
| 9:15-9:45 |
Frontier Equity Investing
George Hoguet, State Street Global Advisors |
| 10:00-10:30 |
Frontier Markets - Separating Wheat from Chaff
Corin Frost, Barclays Global |
| 10:30-11:00 |
Emerging Market is Uniquely Structured & Not Over
Chris Swany, Fisher Investments |
| 11:00-11:20 |
Comparative Markets
Jeff Cummer, SMH Capital Inc. |
| 12:00 P.M. |
Golf Tournament and Lunch |
| Noon-3 P.M. |
Trustee Workshop: Advanced Bonds Workshop
Vicki L. Fuller & James Thyne, AllianceBernstein |
| 6:00-7:00 |
Reception at Reatta |
| 7:00-9:30 |
Dinner & Entertainment at Reatta |
Wednesday, March 19 |
| 6:30-8:00 A.M.. |
Buffet Breakfast |
| 8:00 |
Registration |
| 8:15-9:15 |
Impact of Actuarial Audits on Public Pensions |
| 9:15-10:00 |
Fiduciary Issues
Robert (Bob) Klausner, Klausner & Kaufman, P.A. |
| 10:15-10:45 |
Significant Legislation/Issues Affecting Pensions |
| 10:45-11:15 |
Review of New TEXPERS Website
Max Patterson, Executive Director, TEXPERS |
| 11:15-11:45 |
A Review of the Asset Allocation and Investment Performance of Texas Public Employee Retirement Systems |
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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 |
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