2018 Annual Conference

Conference Agenda and Handouts/Presentations (if available)

THE 29th ANNUAL TEXPERS CONFERENCE
South Padre Island Convention Center & Isla Grand Hotel
SOUTH PADRE ISLAND, TEXAS
April 15 – 18, 2018

Sunday, April 15

10 a.m. - Noon                Pre-Conference Workshop

Running Better Board Meetings

Conducting Great Meetings Cheet Sheet

 
                                                Kay Crews, CPP, PRP
                                                President, American Institute of Parliamentarians
 
12:30 – 2:30 pm                    Advanced Media Training (TEXPERS Board & Large Plans invited)
                                                Deborah Ward Buks
                                                Ward & OnwardU
                             
MONDAY, April 16th, 2018

8:45-9:30 a.m.     
Concurrent Breakout Sessions
 
9: 40 – 10:30 am                  
Breakout Session A: Large Funds – ESG Panel
Moderator: Sharmila Chatterjee-Kassam, Employee Retirement System of Texas
Dara Friedman, Bentall Kennedy
Mamadou-Abou Sarr, Northern Trust
 
Breakout Session B
Uncorrelated Investment Strategies for Enhancing Portfolio Diversification
Moderator: James Perry, Maples Financial Services
Tom Labassi, ILS Capital Management
William Corry, Corry Capital
Tim Rudderow, Mt. Lucas
 
Breakout Session C: Media Training Workshop
Deborah Ward Buks
Ward & OnwardU
                                                     
10:50 – 11:40 am.   
Kent Hutchison
C.J. Baxter Group
 
Breakout Session B
Hot Topics in Corporate Governance
Moderator: Ken Bertsch, Council of Institutional Investors
Bonnie Saynay, Invesco
Joshua Ruthizer, Wolf Popper LLP
Terry Coles, BNY Mellon/Newton Investment Management
   
Breakout Session C: Small/Medium Funds
To Staff or Not To Staff: A roundtable on fund staffing and getting it all done
Moderator: Lisa Ivie-Miller, Southwest Texas Money Management
Gracie Flores, Corpus Christi Fire Pension Fund
                                               
11:50 am – 12:40 pm          
Breakout Session A: Cyber Security Concerns for Pensions
 Moderator: Tyler Grossman, El Paso Fire & Police Pension Fund
John Reidy, Pension Technology Group
Tauseef Ghazi, RSM US LLP
Cassie Dean, Rackspace
 
Breakout Session B: Media Training Workshop
Deborah Ward Buks
Ward & OnwardU
 
Breakout Session C: Minimizing the cost of DROPs
Moderator: Max Patterson, TEXPERS
Eric Atwater, Aon Hewitt
Jim Smith, San Antonio Fire & Police Pension Fund
                                               
12:40 – 2:00 p.m.                  Lunch & Speaker
                                                24 Hours Inside the President’s Bunker, 9/11/01: The White House
                                                Lt. Col. Robert J. Darling, USMC (Ret.)
 
2:00 – 2:30 pm
james Perry & Mark Weir, Maples Financial Services
                                                           
6:00-9:00 p.m.                       Members Beach Party, Isla Grand Beachfront
                                               

TUESDAY, April 17th, 2018

Padre Island Convention Center
 
8:10 – 8:50 a.m.                    General Session
                                                Keynote Speaker
                                                Global Economic Outlook
                                                Markus Schomer, PineBridge Investments
Concurrent Sessions
                                               
9:00 - 9:50 a.m.                    
Breakout Session A
Global Fixed Income
Moderator: Mary Kathryn Campion, Champion Capital Research
Holger Mertens, Niko Asset Management
Tom Goggins, Manulife Asset Management
Jed Koenigsberg, MFS Investment Management
                                               
Breakout Session B
Alternative Credit
Moderator: Robert Longfield, Gavion
Jason Jarjosa, Bloomfield Capital
Joel Karsch, Beach Point Capital
Jeff Springer, Symphony Asset Management
 
Breakout Session C: Real Estate Outlook
Moderator: Will Harrell, Robert Harrell Inc.
Joe Gorin, Goldman Sachs 
Bert Crouch, Invesco
Will McIntosh, USAA Real Estate
 
9:50 – 10:10 am                    BREAK
                                               
10:10 – 11:00 am                
Breakout Session A
Minimizing the cost of DROPs
Moderator: Max Patterson, TEXPERS
Eric Atwater, Aon Hewitt
Jim Smith, San Antonio Fire & Police Pension Fund
 
Breakout Session B:
Private Equity Portfolio Construction
Steve Costabile, PineBridge Investments
                                                 
11:10 – 12:00 pm                
Breakout Session A
Global Macro, Industry and Regional Trends: Structural or Cyclical?
Chris Neill, Rex Mathew & Doug Jackman, Thomas White International
 
Breakout Session B
Active vs. Passive: The Real Debate
Moderator: Leandro Festino, Meketa Investment Group
Marina Gross, Natixis Investment Managers     
Mark Astley, Millennium Global Investments
Hitesh Patel, PNC Institutional Asset Management
   
12:10 – 1:10 p.m.                  Lunch, Exhibit Hall

WEDNESDAY, April 18th, 2016

Isla Grand
 
7:30 - 8:30 am                      
Finding Mr./Ms. Right: Consultant Searches and your Fund
Moderator: Bryan Hedrick, DFW International Airport Retirement Fund
John Robinson, PFM Asset Management
Jim Stoker, Graystone Consulting
Kolby Beckham, Longview Firemen’s Relief and Retirement
 
8:30 – 10:30 am                    Brunch and Speakers, Palm Grand Ballroom
 
                                                Legislative Update
                                                Eddie Solis, HillCo 
 
                                                The Honorable Eddie Lucio, Jr.  (invited)
                                                Texas Senate
                                                The Honorable Rene Oliveira (invited)
                                                Texas House of Representatives