2017 Annual Conference

Hilton Austin
Austin, TEXAS
April 9th – 12th, 2017
Rising Above: Today’s Search for Tomorrow’s Best Ideas

2017 Annual Conference Attendee List


Saturday, April 8th, 2017

Advanced Trustee Training: Risk Management in Pension Plan Funding

Group Risk Assessment Results
Advanced Workshop Power Point

Speaker:  Jay LeBlance and Michele Pagan

Teacher Retirement System of Texas

Monday, April 10th

Investment Outlook: Can theBull Market Survive Politcs and the Fed
Jim McDonald, Northern Trust

China: The Real Growth Story
Michael Reynal, Victory Capital Management

Enhancing investment outcomes: Why multi-asset solutions are so popular
Speaker: Douglas Polak, JP Morgan Asset Management

Is Now the Time to Consider Liquid Alternative Investing?
Suny Park, Janus Capital Group
Report on the Asset Allocation & Investment Performance of Texas Public Employee Retirement Systems
James Perry and , Maples Financial Services
The Big Tease: Media and the Markets
Weston Wellington, Dimensional Fund Advisors

Breakout A
The Role of REITs in a Mixed Asset Pension Portfolio
                                                Moderator, Meredith Despins, NAREIT
                                                Joel Beam, Salient Partners
                                                Scott Crowe, BNY Mellon/CenterSquare
                                                Collin Bell, Goldman Sachs Asset Management

Breakout B
Emerging Markets
                                                Moderator: Jim Stoker, Graystone Consulting
                                                James Barrett, Baron Capital
                                                Rex Mathew, Thomas White International Ltd.
                                                Chuck Knudsen, T. Rowe Price
Breakout A
Deferred Compensation
                                                Moderator: Tim Atkinson, Liberty Retirement Consultants
                                                Austin Rosenthal, Dimensional Fund
                                                Joel Babbitt, NPPFA Benefits
                                                AJ Padilla, City of Austin Deferred Compensation Committee

Breakout B –  
Energy Update
                                                Moderator: Robert Longfield, Gavion
                                                Libby Toudouze, Cushing Asset Management (MLPs)
                                                Roland Morris, VanEck
                                                Sharam Honari, BlackGold Capital Management


Tuesday, April 11th

Is growth finally synchronizing around the globe?
Markus Schomer, PineBridge Investments

BREXIT: Redrawing the Map
James Ind, Barings
Does the Equity Bull Market Continue or is it the Ninth Inning?:Positioning for the rest of 2017
Andrew Slimmon, Morgan Stanley Investment Management

Managing Currency Risk in International Investments
Francois Oustry, Millennium Global Americas LLC

Strategies for the Low-Return Environment
                                                Moderator: Mary Kathryn Campion, Champion Capital Research
                                                Russell Niemie, White Oak Global Advisors, LLC (direct lending)
                                                Ben Hunsaker, Beach Point Capital Management (credit)
                                                Tony Cascio, Manulife Asset Management (timber& Ag ?)
                                                Michael Kelly, PineBridge Investments

Breakout A 
Investing with Purpose: ESG Factors and Your Fund
                                                Moderator: Paul Hamilton, Insight Investments
                                                       Trump's Energy Independence Policy and Investing
                                                        Responsible Investment Report
                                                Kristine Pelletier, NEPC, LLC
                                                Will Harrell, Robert Harrell Inc.
                                                Sharmila Kassam, Employees’ Retirement System of Texas

Breakout B 
                                                Moderator: Lincoln Smith, Albourne America LLC
                                                Amanda Outerbridge, HarbourVest Partners
                                                Greg Johnsen, Parametric
                                                John Harrison, Harbert Management Corp.

Breakout A 
Portfolio Construction Ideas for Today’s Market
                                                Moderator: James Perry, Maples Financial Services
                                                Ajit Singh, Houston Firefighters’ Relief and Retirement Fund
                                                Tim Barrett, Texas Tech University System
                                                Tom Tull, Employees’ Retirement System of Texas

Breakout B 

Real Estate Revisited
                                                Moderator: William Howard, Callan Associates Inc.
                                                Kevin Faxon, JP Morgan Asset Management
                                                Preston Sargent, Bailard Inc.
                                                Peter Palandijan, Intercontinental Real Estate Corp.