ABOUT   BOARD OF DIRECTORS   STAFF   LINKS  

2008 Summer Educational Forum Agenda

Saturday, August 21

8a.m.-3p.m. CTT
 

Sunday, August 22

Noon-1:30 P.M.

Trustee Workshop: Emerging Markets & Frontier Markets vs. Developed Markets
Panel Presentation by Credit Suisse
Elizabeth Eaton
Mauro Bergstein

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

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

8:50-9:15 European Monetary Implications on US Asset Value
Mike Trudel, BlackRock

9:20-9:45 Case for Global Equities
Kurt Umbarger, T. Rowe Price

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
11:05-11:30 Impact of Euro's Implosion on the US Dollar
Monica Fan, State Street Global Advisors
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
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
4:30-6:00 Reception
 

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

Saturday, August 16

8a.m.-3p.m. Certified Trustee Training:
Phyllis Taylor and Roberta Ufford

Sunday, August 17

7:45a.m. Golf Tournament
Quarry Golf Club 
10:30a.m.-Noon Brunch for Non-golfers
Steers & Beers at the Rivercenter Mall
courtesy of: L&B Realty Advisors 
1-5:30 p.m. Conference Registration
2-4 p.m. Currency Workshop: "Demystifying Currency"
John M. Balder, State Street Global Advisors
6-9 p.m. TEXPERS Members' Reception & Dinner
Sunset Station
courtesy of
TEXPERS Investment Professional Members

Monday, August 18

7:00 A.M. Registration
7:00-8:00 Buffet Breakfast
8:00-8:15 Opening Ceremony
8:15-8:35 "Opportunities for Sustainable Investing in the Water Chain"
Tim Kruis, Robeco Investment Management
8:35-9:05 Emerging Markets Debt
Edgardo Sternberg, Loomis, Sayles & Company, L.P.
9:05-9:45 GASB
Karl Johnson, Governmental Accounting Standards Board
10-11

"Real Estate - Open Ended or Liquid?" Panel

Moderator: Rob Kochis,Townsend Group

Peter Palandjian,Intercontinental Real Estate Corp.
Greg Weisberg,Tuckerman Group, SSgA Co.
Barry Cope,Phoenix Investment Partners

11-11:30 "Emerging Markets: The New Cornerstone"
Victor Kohn, Capital Guardian
11:30-Noon "Commodity Investments"
Paul R. Lucek, SSARIS Advisors, LLC, SSgA Co.
12-1:15 P.M. Lunch: "Non Verbal Communication: The Hidden Message"
Speaker: William "Bill" Acheson
1:30-2:00 "Mezzanine Investments"
Venita Fields, Smith Whiley & Company
2:00-2:30 "Active Currency Management"
Matthew B. Scales, CFA, Putnam Investments
2:30-3:00 "Opportunistic Investing"
Jeff Gary, BlackRock
3:15-3:45 Review of Texas Local Government Code Disclosure Requirements
David Mattax, Office of Attorney General of Texas
3:45-4:45

130/30 Panel

Moderator: Jerry Brown, First Vice President, TEXPERS; Dallas Police & Fire Pension System

David Kovacs, CFA, Turner Investment Partners
Chuck Martin, State Street Global Advisors
Kevin Kearns, Loomis, Sayles & Company, L.P.

4:45-5:15 "Sustainable Energy: A Vision for the Renewable Future"
Richard Clark, The Northern Trust Investments
5:15-5:25 Closing Remarks
5:30-6:30 Reception

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