2015 Summer Educational Forum

Sunday, August 16, 2015

1:00 – 4:00 p.m.       Workshop: Simple Social Strategies for Pension Systems
                                       Speaker:  Crystal Washington

Monday, August 17, 2015 

8:30-8:55 a.m.         2015-2016 Investment Outlook
                                       Art Hogan, Wunderlich
9:00-9:25 a.m         Positioning Your Private Equity & Energy/Natural Resource Programs for Success
                                       Gregory B. Jansen, Commonfund Capital
9:30-9:55 a.m.        How Changing Regulations are Transforming the Investment Landscape in the U.S. and Europe
                                        Natalia Tsitoura, Alcentra (BNY Mellon Asset Management)
10:15-10:55 a.m.     Breakout ASmall Plans: Working with Consultants
                                        Michael Bunn, The Endowment Office

                                     Breakout B Stock index futures vs. Exchange Traded Funds (ETFs)
                                        Dave Lerman, CME Group
11:10–12:00 pm       Breakout A Supplemental DC Plans
                                        Moderator: Sherry Mose, HMEPS
                                        Dale Neibert, Financial Solutions Inc.
                                        Brendan Curran, State Street Global
                                        Tim Kohn, Dimensional Fund
                                       Breakout B – Asset Allocation VS Diversification
                                           Moderator & Panelist: M.K.Campion, Champion Capital Research
                                           Joseph Marks, Capital Dynamics (private equity)
                                           John Lawson, Houston Police Officers Pension System
1:30 – 2: 45       Roundtables

       o   ED/CIOs
            Moderator: John Lawson, Houston Police Officers Pension System
       o   Communications
            Moderator: Jim Smith, San Antonio Fire and Police Pension Fund
       o   Benefits
            Moderator: Denise Crandon, DART
       o   Administration (small funds)
            Moderator: Michelle Jordan, Texas Emergency Services Retirement System
       o   Disability
            Moderator: Cathy Terrell, Employee Retirement System of Texas
       o   Associate Members
            Moderator: Max Patterson, Barbara Zlatnik                   

Tuesday, August 18, 2015                                 

8:30-9:15 a.m.     Remaining a Good Fiduciary When Things Go Wrong
                                     Robert Klausner
9:20-10:00 a.m.    GASB Pension Accounting Standards
                                     Moderator: Ronnie Jung, RJung Consulting
                                     Mark Fenlaw, Rudd Wisdom
                                     Michelle L. Czerkawski, GASB

10:25-10:55 a.m.   Prop-487 - A Case Review in Defeating Anti-Retirement Security Initiatives
                                     David Sirota