2018 Summer Educational Forum

Conference Agenda and Handouts/Presentations (if available)

TEXPERS SUMMER FORUM
Texas Pension Chili: A Recipe for Returns
Grand Hyatt
SAN ANTONIO, TEXAS
AUGUST 12-14, 2018
 

SUNDAY, AUGUST 12, 2018

 
7:30 am – 2:00 p.m.             Golf Tournament and Awards Luncheon
                                                The Quarry Golf Course
                                                444 Basse Rd, San Antonio, TX 78209
 
10:00 - Noon.                        Pre-Conference Workshop
                                                Bowie B
                                                Minutes Shouldn’t Take Hours
                                                 Handout
                                                Kay Crews, American Institute of Parliamentarians
 
3:00 - 5:00 p.m.                     CONFERENCE REGISTRATION
                                                Lone Star Ballroom Foyer
 
5:30 – 8:30 p.m.                    Welcome Reception Dinner & Desserts
                                                Lone Star  ABC
                                                courtesy of All Associate Members
                                                Grand Hyatt
                                               
 
MONDAY, AUGUST 13, 2018
 
7:00 a.m. – 4:00 p.m.           REGISTRATION
                                                Lone Star Foyer     
                                               
7:00-8:00 a.m.                       BUFFET BREAKFAST
                                                Lone Star ABC
                                               
8:15-8:30 a.m.                       OPENING CEREMONY
                                                Lone Star EF
                                                           
8:30-9:00 am                         Gold Keynote
                                                How an Independent Perspective Helps Achieve Better Outcomes
                                                Josh Rubin  
                                                Thornburg Investment Management
 
9:05 - 9:45 am                       Ten Years After the Financial Crisis
                                                Moderator/Speaker: Idanna  Appio, First Eagle Investment Management
                                                Joshua Ruthizer, Wolf Popper LLP
                                               
9:45 – 10:05 a.m.                  Break – Return promptly for prize drawing
 
10:10 – 10:55 am                 A Day in the Life of a Nerdy Public Employee
                                                Beth Ziesenis, Author, Speaker, Nerd
 
Concurrent Breakout Sessions
 
11:05 – 11:55 a.m.               Breakout ASo, You’ve Received a Freedom of Information Request: Now What?
                                                Lone Star EF
                                                Joe Gimenez, g3 Public Relations
                                                Allen Jones, TEXPERS
 
                                                 Breakout BCommunicating the Value of Public Services
                                                 Lone Star D
                                                 Jeff Kempker, Missouri Local Government Employees
                                                 Retirement System 
  
12:00-1:30 p.m.                     LUNCH and Keynote Speaker
                                                Lone Star ABC
                                                Leaving a Legacy
                                                Chad Hymas
 
1:45 – 2:40 pm                      Breakout A Secret Tech Weapons for Public Employees
                                                Lone Star EF
                                                Beth Ziesenis, Author, Speaker, Nerd
 
                                                Breakout B Global Fixed Income Primer
                                                 Lone Star D
                                                 Moderator – Mary Kathryn Campion      
                                                Ashok Bhatia, Neuberger Berman
 
2:50 – 3:40 pm                      Breakout A – Fundamentals of QDROs and Pensions: Plan Sponsor Obligations
                                                Lone Star EF
                                                Bonita Hatchett-Bodie, Clark Hill, Strasburger & Price
 
                                                Breakout B – Commodities Investment Opportunities
                                                Lone Star D
                                                Moderator: David Lerman, CME Group
                                                Edward  J. O’Donnell, III, DWS Distributors, Inc.
                                                Tim Rudderow, Mount Lucas Management
                                               
                                                 Reception
                                                Lone Star Foyer

TUESDAY, AUGUST 14, 2018

 
7:00 a.m.                                REGISTRATION
                                                Lone Star Foyer     
                                               
7:00-8:30 a.m.                       BUFFET BREAKFAST
                                                Lone Star AB
 
7:30 – 8:45 am                      TEXPERS Leadership Development Program Roundtables
 
                                                Breakout A: Plans One Billion and Above
                                                Lone Star D
                                                Breakout B: Plans under One Billion
                                                Lone Star EF
                                               
9:00 – 10:30 am                    Roundtables
 
                                                ED/CIOs
                                                Bonham D (Floor 3)
Moderator: John Lawson, Houston Police Officer’s Pension System
                                               
                                                Communications
                                                Bonham C (Floor 3)
                                                Moderator: Allen Jones, TEXPERS
                                               
                                                Benefits
                                                Bonham B (Floor 3)
Moderator: Wanda Valentine, Fort Worth Employees’ Retirement System
                                               
                                                Administration (small funds)
                                                Lone Star C
Moderator: Gracie Flores, Corpus Christi Firefighters’ Retirement System
                                               
                                                Disability
                                                Bonham E (Floor 3)
Moderator: Russell Nash, City of Austin Employees Retirement System
 
10:45 to 11:30 am                Underfunding: How it Happens and How to Turn it Around
                                                Lone Star EF
                                             Anu Kumar, Pension Review Board
                                             Chris Hanson, City of Austin Employees’ Retirement System
 
11:30 am – 1:00 pm             LUNCH  
                                                Lone Star AB