2014 Summer Educational Forum


8:30 – 8:55 am   Rising Interest Rates – Fixed Income/High Yield
  Michael Brown, Advent Capital Management
9:00 – 9:25 am    Real Assets Investing: Inflation and Beyond
   Vince Childers, Cohen & Steers Capital Management Inc.
9:30 – 9:55 am    Striving Towards Energy Independence: Investment Implications and Opportunities
   Farrell Crane, Orleans Capital/Energy Opportunities Capital Management
10:15 – 10:40 am    Understanding Risk Premia: Style Factor Tilts Can Play a Valuable Role in Portfolios
   Michael Hunstad, Northern Trust Asset Management
10:45 – 11:05 am    The CFA Institute’s Claritas Investment Certificate Program
   Michael McMillan
   CFA Institute
11:10 – 11:55 am   Emerging Managers: How They Got Started and the Obstacles They Faced
  Moderator: Max Patterson
  Gilbert Andrew Garcia, CFA, Garcia Hamilton & Associates LP
  Mary Pugh, Pugh Capital Management
  Gerald Smith, Smith Graham & Co.
1:30 – 2:20 pm   CONCURRENT SESSIONS

  Session A – Panel Discussion
  Recalibrate: Are Your Vendors (Investment) Optimized?
  Moderator: Mary Kathryn Campion, Champion Research
  Sam Jordan, Austin Police Retirement System
  David Stacy, Midland Firemen’s Relief and Retirement Fund


  Session B – Panel Discussion
  Comparing Opportunities in Real Estate Investing
  Moderator: Robert Longfield, Gavion
  Peter Palandjian, Intercontinental Real Estate Group
  Kathy Sandstrom, Heitman
  Matt Lewis, L & B Realty

2:35 – 3:25 pm   CONCURRENT SESSIONS

  Session A – Panel Discussion
  Plan Sponsor Perspectives: Supplemental DC Plans
  Moderator: Sherry Mose, Houston Municipal Employee Pension System
  Tim Atkinson, City of Austin Deferred Compensation Plan
  Joel Babbitt, IPPFA
  Steve Gordon, The Bogdahn Group

  Session B – Panel Discussion
  Risk Management and the New Normal
  Moderator: Andrew Junkin, Wilshire Consulting
  Sinead Colton, Mellon Capital
  Dane Smith, State Street Global Advisors
  Peter Sterling, Overland Advisors

3:40 – 4:30 pm   CONCURRENT SESSIONS

  Session A – Panel Discussion
  The Rise of Liquid Alternatives
  Moderator: Tom Janisch, Asset Consulting Group
  Dave Gluch, Invesco
  Jeffrey Brozek, BNY Mellon/EACM Advisors
  Erik Klefos, Wunderlich Securities Inc.

  Session B – Panel Discussion
  Emerging Markets Challenge: If it’s on sale, is this a good time to buy?
  Moderator: Nick Iselin, Summit Strategies Group
  Douglas Jackman, Thomas White International
  Steve Caruthers, Capital Group
  Timothy Atwill, Clifton Parametric



8:30 – 9:30 am   Advice from the Top: Best Practices and Tips for Interacting with Trustees
  Moderator: Tim Sharpe, Morgan Stanley Wealth Management LLC
  Rhonda Smith, Houston Municipal Employees Pension System
  Steve Edmonds, Austin Employee Retirement System
  Gracie Flores, Corpus Christi Firefighters’ Retirement System
9:45 – 10:45 am   Roundtable Discussions
  These sessions will consist of informal discussion about hot topics and issues of interest to the participants. It is a way to share good practices, ideas, tips, and even what doesn’t work. Bring your list of topics, and be ready to take notes!
  • Investment Managers
    • Moderator: Delia Roges & Max Patterson
  • Executive Directors & CIOs
    • Moderators: Joelle Mevi, Fort Worth Retirement System
    • Gregory Brunt, Houston Municipal Employees Pension System
  • Communications: Member newsletters, Web sites, Facebook
    • Moderators: Michael Trainer, San Antonio Fire and Police Pensioners’ Association
    • Howard Goldman, Teacher Retirement System of Texas
  • Benefits
    • Moderators: Denise Crandon, DART Employees DB Retirement Plan & Trust
    • Andy Barboza, Corpus
  • Administration (targeted at small plans with one or no staff)
    • Moderators: Raul “Zoom” Zuniga, San Benito Firemen’s Relief and Retirement Fund
    • Chanley Delk, Big Springs Firemen’s Relief and Retirement Fund
  • Disability
    • Moderators: Terry Bratton, Houston Police Officers Pension System
    • Brian McGary, Midland Firemen’s Relief and Retirement Fund
11:00 – 11:30 am   Political Update – Let’s Get Ready: Preparing for the 2015 Session
  Speaker: Joe Gimenez, g3 Public Relations
  Speaker: Bill Miller, HillCo
1:15 – 3:00 pm   Strategies to Promote Retirement Security for All Working Americans
  A Post-Conference Symposium Presented by TEXPERS and CORPaTH International Pension Alliance

  Alignment of Interests – Secure Retirement For All
  Moderator: Max Patterson
  Darren Robbins, Robbins, Geller, Rudman & Dowd, LLP
  Peter Palandjian, Intercontinental Real Estate Corp
  John Elliot, NEPC LLC

  Where do we go from here?
  Joe Gimenez to moderate a strategic brainstorming session. Max Patterson, Ron Auer and Dan Pedrotty will participate

  • AFT Retirement Security Report
  • Teachers Union Use Financial Clout of Pension Funds to Make Up for Lost Political Power