Investment Education Symposium 2018
In Conjunction with the Louisiana Trustee Education Council (LATEC)

Royal Sonesta New Orleans, New Orleans, LA
February 7, 2018 - February 9, 2018

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This Investment Education Symposium aims to provide broad education and information on investing, fiduciary responsibility, and selection of money managers to the key decision makers and other representatives of the nation's largest pension funds, endowments, foundations and other institutional investors. Participants of this conference will have the chance to exchange ideas and learn from other delegates and presenters who manage some of the largest capital flows within both the traditional and the alternative investment communities. Institutional investors will come from across the country not just to network but also to learn from the nation's leading institutional investors, asset managers, hedge fund managers, consultants and more.

UNIQUE CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and family offices. In order to maintain the educational value of our events, we prohibit any use of PowerPoint presentations during panel discussions. *Only Standalone Speakers will be allowed to use PowerPoints during their presentation. All other PowerPoint Presentations can be added to our Mobile App by submitting a PDF/PPT document to an Opal Associate. Speakers must keep in mind the educational objective of this event. Speakers will NOT be allowed to market specific products or services during presentations.*

To request our current agenda, participant list and sponsors – Click Here
Speaker List Current as of February 5, 2018

William J. Adams, Managing Director, Senior Portfolio Strategist, The Boston Company Asset Management, LLC

John Agenbroad, Chairman, Inter-Local Pension Fund

Art Alfaro, Trustee, Austin Firefighters' Retirement & Relief Fund

Bobby Beale, Chief Investment Officer, Louisiana State Employees' Retirement System

Kelsey Biggers, Senior Vice President, Head of Performance Analysis and Risk, Franklin Templeton

Jeffrey Boucek, CFA, National Director of Pubic Fund Investment Consulting, Segal Marco Advisors

Stephen Braun, Senior Vice President, J.I. Kislak Inc. (SFO)

Jon Breth, Senior Consultant, AndCo Consulting

Daryl B. Brown, CFA, Director, Portfolio Manager, DuPont Capital

Will Buividas, Trustee, City of Phoenix Police Pension Board

David D. Center, Senior Vice President, Fund Evaluation Group

Gwen Collins, Managing General Partner, Alpha Governance Partners LLC

Sarah Colvin, Managing Director, INALYTICS Limited

Skip Coomber, III, President, Coomber Family Estates (SFO) / Dragon Trust Family Office (SFO)

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Dexter Cunningham, Trustee, Birmingham's (AL) Firemens and Policemans Pension Fund

Greg Curran, CEO, G.S. Curran & Company

Lode J. Devlaminck, Managing Director and Senior Global Equity Portfolio Manager, DuPont Capital Management

Frank Donnelly, Senior Managing Director and Client Portfolio Manager, Duff & Phelps Investment Management Company

Michael Fitzgerald, State Treasurer, State of Iowa

Mark Foust, Senior Portfolio Specialist, DuPont Capital

Matthew Freedman, CIO, Louisiana School Employees' Retirement System

David Frechette, Managing Director, BlackRock Alternative Specialists (BAS)

Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund

Ryan Green, Director, Abbott Capital

Harry Griffin, Trustee, San Antonio Fire and Police Pension Fund

Steven Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC

Richard Hampton, President, Louisiana Trustee Education Council

Tom Herek, County Commissioner, Bay County Employee's Ret. System, Bay County (MI)

Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL)

Shelley Johnson, ASA, Consulting Actuary, Foster & Foster, Inc.

Russ Kamp, Managing Partner, Kamp Consulting Solutions, LLC

Keynote Speaker

Robert Klausner, ESQ., Principal, Klausner, Kaufman, Jensen & Levinson

Mark Kordonsky, Principal and Chief Risk Officer, SageViewAdvisory Group

Robert J. Kriner, Jr., Partner, Chimicles & Tikelis, LLC

Brandon Laughren, CIO, The Laughren Group (SFO)

Samantha Levenstein, Senior Portfolio Advisor, Aksia LLC

James Love, Assistant City Attorney, City of Birmingham Retirement & Relief System

David Maki, Managing Director and Co-head of Debt, Heitman

Tim Maloney, Managing Director, Abbott Capital

David McConico, Chairman, City of Aurora (CO) General Employees' Retirement Plan

Brad Morse, President & Portfolio Manager, Morse Energy Capital Partners

Guy Pinkman, Trustee, City of Lincoln Police and Fire Pension

Senator Edward Price, State Representative, District 58, State of Louisiana

Keith Reynolds, Vice President and Senior Consultant, Atlanta, Segal Marco Advisors

Don Ruiter, Trustee, Daytona Beach Police and Fire Pension Fund

Ronald Ryan, CEO, Founder, Ryan ALM, Inc.

Daniel Ryan, Project Coordinator, Illinois Public Pension Fund Association

John Schroder, State Treasurer, State of Louisiana

Troy Searles, Chief Investment Officer, Louisiana Parochial Employees' Retirement System

Ed Shanklin, Senior Consultant, Gavion LLC

Brian Smith, SVP, Fund Sponsor Consulting, Callan Associates Inc.

Keynote Speaker

United States Senator Paul Strauss, District of Columbia (Shadow)

Jim Strouse, Chairman, Burlington (VT) Employees' Retirement System

Ed Theobald, Trustee, PFPOPE

David Thomas, Chief Executive Officer, Equitas Capital Advisors, LLC

Nicholas Thomas, Investment Analyst, Equitas Capital Advisors, LLC

Scott Van Horn, Trustee, Oklahoma Firefighters Pension and Retirement Board

Timothy W. Viezer, PhD, CFA, CAIA, Chief Investment Officer, Sewerage & Water Board of New Orleans

Carolyn Weiss, Chief Financial Officer and Treasurer, The New York Community Trust

Shawn Wells, Trustee, City of Southfield

1star
Royal Sonesta New Orleans
Royal Sonesta New Orleans, Bourbon Street, New Orleans, LA, United States


Attendees can book within the group block by calling the hotel’s reservations line at 1-855-463-3092, using Group Code 0206OPALFI or the Group Name LATEC, Investment Education Symposium Room Block, at Royal Sonesta New Orleans.
*Prices exclude taxes

Registration Pricing

Standard Rate
Manager/Service Provider $2,895
LATEC Member $1,995
Investors: Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, True End Only Family Offices, Endowments, and Foundations Complimentary*

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to third parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net

A Washington, D.C. Update -- What to expect coming out of Congress in 2018

Presented by

United States Senator Paul Strauss, District of Columbia (Shadow)

OFFICERS AND BOARD
Richard Hampton, Jr., President, Retired, New Orleans Fire Fighters’ Pension Fund
Theodore “Theo” Sanders, Vice President, Louisiana Asset Management Pool (LAMP)
Jesse Evans, Secretary, Director, City of New Orleans Retirement System
Patricia Campbell, Treasurer, Retired, N.O. Sewerage and Water Board Pension
Charles C. Foti, Jr., Retired, Sheriffs’ Pension and Relief Fund
Marina Kahn, Trustee, City of New Orleans Retirement System
Darlene LeBlanc, Retired, Teachers Retirement System of Louisiana
James Thompson, Attorney, N.O. Sewerage and Water Board Pension
Mike Treadway, Trustee, Transit Management of Southeast Louisiana (TMSEL)
Warner Tureaud, Retired, Harbor Police Retirement System

ADVISORY BOARD
Warren Lawrence, Vice-President Emeritus, Retired, N.O. Sewerage and Water Board Pension
Kathy Singleton, Trustee, Louisiana State Employees’ Retirement System (LASERS)

STAFF
Frank L. Jobert, Jr., Executive Director, LATEC, Trustee, Transit Management of Southeast Louisiana
Peggy Melancon, Executive Assistant ,Louisiana Trustee Education Council (LATEC)

  • OFFICERS AND BOARD
    Richard Hampton, Jr., President, Retired, New Orleans Fire Fighters’ Pension Fund
    Theodore “Theo” Sanders, Vice President, Louisiana Asset Management Pool (LAMP)
    Jesse Evans, Secretary, Director, City of New Orleans Retirement System
    Patricia Campbell, Treasurer, Retired, N.O. Sewerage and Water Board Pension
    Charles C. Foti, Jr., Retired, Sheriffs’ Pension and Relief Fund
    Marina Kahn, Trustee, City of New Orleans Retirement System
    Darlene LeBlanc, Retired, Teachers Retirement System of Louisiana
    James Thompson, Attorney, N.O. Sewerage and Water Board Pension
    Mike Treadway, Trustee, Transit Management of Southeast Louisiana (TMSEL)
    Warner Tureaud, Retired, Harbor Police Retirement System

  • ADVISORY BOARD
    Warren Lawrence, Vice-President Emeritus, Retired, N.O. Sewerage and Water Board Pension
    Kathy Singleton, Trustee, Louisiana State Employees’ Retirement System (LASERS)

  • STAFF
    Frank L. Jobert, Jr., Executive Director, LATEC, Trustee, Transit Management of Southeast Louisiana
    Peggy Melancon, Executive Assistant ,Louisiana Trustee Education Council (LATEC)

  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Endowments
  • Foundations
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Family offices
  • Attorneys
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Benefit Companies
  • Public Service Administrative Providers

Manager vs. Investor Breakdown

    Investor Breakdown