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2008 Summer Educational Forum Agenda |
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Saturday, August 21 |
| 8a.m.-3p.m. |
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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, August 16 |
| 8a.m.-3p.m. |
Certified Trustee Training:
Phyllis Taylor and Roberta Ufford |
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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 |
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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 |
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| 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
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| 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
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| 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.
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| 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 |
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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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