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Sunday, March 23rd
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12:15 – 1:30 p.m. |
Workshop:
Thinking Outside the Index—Case Studies on How Pension Plan Sponsors/Institutions use Stock Index Futures
David Lerman, CME, Brazos |
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Monday, March 24th
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8:30-8:55 a.m. |
The Future Shape of the Real Estate Asset Class
Tim Bellman, Invesco |
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9:00-9:25 a.m. |
Investor's Dilemma: Low Returns, High Volatility, and Rising Interest Rates
Soonyong Park, Janus Capital Institutional |
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9:30-9:55 a.m. |
The Importance of Alternatives in Your Portfolio in 2014 and Beyond
Sarah Williamson, Wellington Management Co, LLP |
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10:15-10:40 a.m. |
Protecting Equity Gains While Meeting Your Plan Objectives: "The Case for Convertibles"
David Hulme, Advent Capital Management |
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10:45-11:10 a.m. |
Investing in the US Energy Renaissance
Gregory Reid, Salient Partners |
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11:15-11:40 a.m. |
Inflation and Protecting Your Portfolio
Michael Katz, AQR Capital Management |
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12:45 – 1:30 pm |
Keynote Speaker
Looking Forward to 2020:
Ten Trends Transforming Tomorrow
Jack Uldrich, Author and Futurist |
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CONCURRENT SESSIONS
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2:00 – 2:50 p.m. |
Breakout Session A
Fixed Income
Robert Longfield, Gavion: MODERATOR
Sean Clifford, Goldentree Asset Management
Mark Foust, DuPont Capital Management
Michael Wands, Putnam Investments
Breakout Session B
Exploring Opportunities with the Next Generation: The Texas Story
Andrew Junkin, Wilshire Associates Inc.: MODERATOR
Jim Smith, San Antonio Fire & Police Pension Fund
Natalie Jenkins Sorrell, Dallas Employee Retirement Fund
Rhonda Smith, Houston Municipal Employees Pension System
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3:00 – 3:50 p.m. |
Breakout Session A
Unions and Pensions: How They Can Work Better Together
Moderator: Chuck Campbell, Jackson Walker LLP
John Jenkins, Dallas Employees Retirement Fund
Larry Reed, San Antonio Fire & Police Pension Fund
Joe Tellez, El Paso Fire Fighters Association – IAFF Local 51
Breakout Session B
Finding Value in Uncomfortable Places
Moderator: J. David Wetzel, Fund Evaluation Group
Anthony Forcione, State Street Global
Paul Connor, McAlister Investment Real Estate
Peter Wilson, Wells Capital Management
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3:55 – 5:00 p.m. |
General Session
The Hostile Threat: Opponents to Defined Benefit Plans
Max Patterson, Executive Director
Secure Annuities for Employee Retirement (SAFE) Act: A Solution in Search of a Problem
Gary Lawson, Strasburger & Price LLP |
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Tuesday, March 25
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8:45-9:10 a.m. |
The European Credit Crisis - Creating Opportunities for Investors
Julian Colville, BNY |
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9:15 – 9:40 a.m. |
Investing in Infrastructure: Opportunities in Today's Markets
Paul Ryan, JP Morgan Asset Management |
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9:45 – 10:10 a.m. |
Emerging Markets: Smoke But No Fire
Edward Gutierrez, Aberdeen Asset Management |
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10:30 – 10:55 a.m. |
The New Geography of Investing: A Paradigm Shift in Portfolio Evaluation and Construction
Dale Hanks, Capital Group |
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11:00 – 11:25 a.m. |
The Normalization of Monetary Policy and the Near-Term Outlook for U.S. Commercial Property
Michael Acton, AEW Capital Management, LP |
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11:30 – 11:55 a.m. |
Pension Review Board Update
Chris Hanson, PRB Executive Director |
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CONCURRENT SESSIONS
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1:00 – 1:50 p.m. |
Breakout Session A
Taking the Bull by the Horns – Fee Strategies and Consortium Bidding
Bull by the Horns Handout #2
Bull by the Horns Handout #3
OCERS Session on Private Equity Fund of Funds
Girard Miller
Orange County CA OCERS
Joined by a Selected Winner of CALAPRS CIO collaborative Private Equity procurement`
Breakout Session B
Preparing for Rising Interest Rates – Moving From Credit Risk to Rate Risk
Moderator: Mary Kathryn Campion, Champion Capital Research
David Halfpap, AEGON USA Investment Management
Jeff Tack, Crestline Investors Inc
Kevin Dachille, Eaton Vance Management
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2:00 – 2:50 p.m. |
Breakout Session A
Determining the True Cost of Investment Management Fees
Moderator: Bill Jarvis, Commonfund
Richard L. Tettamant, Dallas Police and Fire Pension System
Gregory Brunt, Houston Municipal Employees Pension System
Breakout Session B
Emerging Markets in 2014: What Are The Opportunities and the Challenges?
Moderator: George Tarlas, Asset Consulting Group
Chris Neil, Thomas White International
Christian McCormick, INTECH
Todd Henry, T. Rowe Price
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2:50 – 3:10 pm |
Break |
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3:10 – 4:00 pm |
Breakout Session A
Smart Beta: One Size Does Not Fit All
Moderator: Tom Goodwin, Russell Indexes
William Cazalet, Mellon Capital
Mark Roemer, Allianz Global Investors
Bhanu Singh, Dimensional Fund Advisors
Breakout Session B
Hiring, Evaluating and Monitoring Consultants
Moderator: Tyler Grossman, TEXPERS Board
Gwilda Swilley-Burke, Callan Associates Inc.
Lisa I. Miller, South Texas Money Management LTD
Robert Hulme, Fort Worth Employees Retirement System
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4:05 – 4:25 pm |
Halliburton Class Action Lawsuit
Tony Gelderman, Bernstein, Litowitz, Berger and Grossmann |
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Wednesday, March 26th
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8:40 – 9:40 am |
Pension Views: A Debate on the Right Type of Pension for Public Employees
MODERATOR: Joe Gimenez
Josh McGee, Laura and John Arnold Foundation
Meredith Williams, National Council on Teacher Retirement |
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9:45 – 10:10 am |
GASB Statement No. 68
Bob Scott, Chief Financial Officer, City of Carrollton |
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10:30-11:00 am |
Asset Allocation Study Report
Bill Jarvis, Commonfund
Report on the Asset Allocation and Investment Performance of Texas Public Employee Retirement Systems |
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11:05 am - noon |
TSR, Political, and Legislative Update
Max Patterson, TEXPERS Executive Director
Paul Brown, TSR
Eddie Solis and Bill Miller, HillCo |
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