2016 Annual Conference



2016 Annual Conference Attendees List
 
Sunday, April 3, 2016
1:00 – 4:00 p.m.       Real World Ethical Dilemmas & How to deal with them
                                       Speaker:  Mary Kathryn Campion, Champion Capital Research
                                                                                                  
Monday, April 4, 2016
8:30-8:55 a.m.                       Macro Investing
Brian Singer, William Blair & Company
 
9:00-9:25 a.m.                       Strategies in Real Estate
                                                Scott Dennis, Invesco
 
9:30-9:55 a.m.                       Decoupling Diversification and Risk
                                                Rusty Guinn, Salient Partners
 
10:15-10:40 a.m.                  State of the Alternatives Market Globally
                                                Shakil Riaz, Rothschild Asset Management
 
10:45-11:10 a.m.                  Asset Allocation Study Report
                                                Bill Jarvis, Commonfund
 
11:15-11:40 a.m.                  Confronting Conventional Wisdom: Challenging assumptions that threaten to erode investment performance
                                                Lori Heinel, State Street Global Advisors
                                               
12:45 – 1:30 pm                    Keynote Speaker
                                                Currency Myths and Realities
                                                Peter Fegelmen, Millennium Global Americas
                                      
General Session
 
1:50 – 2:40 p.m.                    Navigating Today’s Global Markets: Challenges and Opportunities from a CIO Perspective
                                                Moderator: Scott Helfstein, BNY Asset Management Co.
                                                Greg Brunt, Houston Municipal Employees Pension System
                                                Tom Tull, Employees Retirement System of Texas
                                                James Perry, Dallas Police and Fire Pension System
                                        
Concurrent Sessions - Panels
                                               
3:00 – 3:50 p.m.                    Breakout Session A
                                                Emerging Markets: Still Attractive in Today’s Environment?
                                                Moderator: Aaron Lally, Meketa Group
                                                Doug Jackman, Thomas White International 
                                               
Luis Maizel, LM Capital Group
                                               
Brad Godfrey, Eaton Vance Investment Managers

                   
 
                                                Breakout Session B
                                               
                                                Real Estate Opportunities
                                                Moderator: Will Harrell, Robert Harrell Inc.
                                                Bohdy Hedgcock, Clarion Partners
                                                Peter Palandjian, Intercontinental Real Estate Corp.
                                                Steve Hagenbuckle, Terracap Management
     
TUESDAY, April 5th, 2016
 
8:35-9:00 a.m.                       Mix Your Bricks: A Diversified Approach to Real Asset Investing
                                                Joe Azelby, J.P. Morgan Asset Management
 
9:05 – 10:00 a.m.                  Challenges of Trustee Leadership in a Tough Environment
                                                David Wood, Harvard University, Kennedy School of Government
                                                           
10:20 – 11:05 a.m.               Finding Growth in a Growth and Return-Starved World
                                                Nick Schommer, CFA, Janus Capital Group
 
11:10 – 11:35 a.m.               O&G Outlook
                                                Art Hogan, Wunderlich
 
12:30 – 1:15 p.m.                  Keynote Speaker
                                                Real Estate Outlook for Investors and Business Decision Makers
                                                Mark Dotzour, Economist
Concurrent Sessions
 
1:30 – 2:20 p.m.                    Breakout Session A
                                                Hedge Funds
                                                Moderator: Rob Appling, Wilshire
                                                Chris Zogg, Smith Group Asset Management
                                                Connor Brown, Thornburg Investment Management
                                                Anthony Foley, Winton Capital
                                                                                          
                                                Breakout Session B
                                                Alternatives
                                                Moderator: Robert Longfield, Gavion LLC
                                                Adam Berger, Wellington Management Co.
                                                Kirsten Morin, Aberdeen Asset Management
                                                Gregory Johnsen, Parametric
                                                                                                                       
 
2:35 – 3:25 p.m.                    Breakout Session A
                                                Infrastructure
                                                Moderator: David Altshuler, StepStone Group
                                               
Jeff Berman, BlackRock
                                               
Stephen Mentzines, MFG Asset Management
                                               
Orhan Sarayl, Babson Capital Management

                                        
                                               
                                                Breakout Session B
Robert Smith, III, Sage Advisory Services