2015 Annual Conference

Sunday, March 29

10:30am – 12:30pm Workshop:  Advanced Ethics
Dr. Michael McMillan, CFA Institutee
1:30pm – 3:30pm Conference Registration
4:30pm – 5:30pm Welcome Reception

Monday, March 30

7:00am Registration
8:00am – 8:30am Opening Ceremony
8:30am – 8:55am Investing in Ideas: The Art & Science of Multi-Asset Investing
David Millar, Invesco
9:00am – 9:25am Global High Yield Bonds
Patrick Maldari, Aberdeen Asset Management Inc.
9:30am – 9:55am An Investor’s Survival Guide to the Golden Age of Central Bankers
Ben Hunt, Salient Partners
10:15am – 10:40am U.S. Small Buyouts: Private Equity Investing at its Best
Kevin Kester, Siguler Guff & Co.
10:45am – 11:10am Unconstrained Fixed Income - A Dynamic, Flexible Approach to Fixed Income Investing
Ron Arons, Goldman Sachs Asset Management
11:15am – 11:40am Unconventional Oil & Gas: Demystifying Fracking and Understanding Global Opportunities
Shawn Reynolds, Van Eck Global
11:45am – 1:30pm Lunch & Keynote Speaker – Norm Bossio
2:00pm – 2:50pm Breakout A – How Pension Funds Use Interest Rate Futures
David Lerman – CME Group
Breakout B – Emerging Markets
Charles Knudsen, T. Rowe Price
Mike Reynal, RS Investments
Nathan Chaudoin, American Century Investments
Moderator: Leandro Festino, Meketa Investment Group

Breakout C – Using Dynamic Asset Allocation for Risk Management
Dr. Thomas Zimmerer, Allianz Global Investors
Paul Connor, McAlister Investment Real Estate
Peter Hecht, Evanston Capital Management, LLC
Moderator: Robert Longfield, Gavion


3:00pm – 3:50pm Breakout A – Convertible Securities: Managing equity volatility through structural downside protection
David Clott, Westwood Holdings
Nate Levy, Wellington Management Co.
Gene Pretti, Zazove
Moderator: Le Keough, Raymond James & Associates

Breakout B – Diversifying Your Investment Portfolios to Include Real Estate
Paul Connor,  McAlister Real Estate
Frank Donnelly, Duff & Phelps Investment Management Co.
Jim Clayton, Cornerstone Real Estate Advisers
Moderator: MK Campion, Champion Capital Research

Breakout C – Investing Opportunities Other Than Stocks and Bonds
Robert Hays, Ashford Investment Management
John Robinson, SteelBridge Ventures Consulting
Lisa Ivie Miller, South Texas Money Management
Moderator: Doug Moore, Altius Associates
6:00pm – 9:00pm Reception & Members Dinner – 219 West

Tuesday, March 31

7:30am Registration
8:30am – 8:40am Announcements
8:40am – 9:05am Alternative Beta
Yazann Romahi, J.P. Morgan Asset Management
9:10am – 9:35am Emerging Markets Challenges
Grady Smith, Dimensional Fund Advisors
9:55am – 10:20am Current Topics in Municipal Securities Enforcement
Eric Werner, Securities & Exchange Commission
10:25am – 10:50am   Low Volatility Equity Investing – The Benefits to your Asset Allocation  
George Matthews, Analytic Investors
10:55am – 11:20am TEXPERS 2014 Asset Allocation Study Report
Bill Jarvis, Commonfund
11:30am – 1:15pm Lunch & Keynote Speaker – Karen McCullough
1:45pm – 2:35pm Breakout A – Pension Litigation Overview – Lesson to be Learned
Tony Gelderman, Bernstein, Litowitz, Berger & Grossman
Breakout B – Generations Today: New Rules – New Tools
Karen McCullough, CSP

karen@karenmccullough.com - Email to receive her Lessons from the Road newsletter
2:55pm – 3:45pm Breakout A – A Risk Informed Approach to Asset Allocation & Portfolio Construction
Ric Badger, Wunderlich Securities
Greg Phillips, Pension Fund Evaluations, Inc.
Hank Lamore, Wunderlich Securities (Finanalytica)
Boryani Racheva-Iotova, Wunderlich Securities (Finanalytica)

Breakout B – Social Media Policies & Procedures
Rhonda Price, Teacher Retirement System of Texas
Moderator: Joe Gimenez, g3 Communications
3:45pm – 4:45pm Reception

Wednesday, April 1

7:45am – 8:30am Still a Better Bang for the Buck: Update on the Economic Efficiencies
Diane Oakley, NIRS
William Fornia, Pension Trustee Advisors
8:30am – 9:15am Recognition of Legislative Representatives in Attendance Significant Legislation/Issues Affecting Pensions
Bill Miller & Eddie Solis, HillCo Partners