Investment Education Symposium 2019
In Conjunction with the Louisiana Trustee Education Council (LATEC)

Royal Sonesta New Orleans, New Orleans, LA
February 27, 2019 - March 1, 2019

11 days left

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.

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.*

Plan Sponsor Education Hours
Investment training = 10 hours
Actuarial science = 1 hour
Legal education regarding the laws, rules, and regulations = 2 hours
Fiduciary duty and ethics = 1 hour

To request our current agenda, participant list and sponsors

Speaker List Current as of February 15, 2019

Keynote Speakers

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

Blaine D. Holt, Brig Gen (ret), USAF, Chief Operating Officer, Braidy Industries

Jonathan Orszag, Senior Managing Director, Compass Lexecon


Wylie Tollette, CFA, CPA, Executive Vice President, Head of Client Investment Solutions, Franklin Templeton

Chris Perret, CFA, Fixed Income Investment Director, Wellington Management

Jedediah Koenigsberg, Institutional Portfolio Manager, MFS Investment Management

Christopher Pettia, Portfolio Manager, Private Markets, DuPont Capital Management

Daniel Moore, CFA, Associate Portfolio Manager & Senior Credit Analyst, DuPont Capital Management

Erik E. Zipf, CFA, Head of Emerging Markets Equities, DuPont Capital Management

Regina Calcaterra, Partner, Wolf Haldenstein Adler Freeman & Herz LLP

Joseph Morgart, Client Portfolio Manager, Amundi Pioneer

Richard Thies, Lead Portfolio Manager, Driehaus Capital Management

Doug Watler, Trustee, Deltona Firefighters Pension Plan

Frank Williams, Executive Director of Foundation, Southern University At Shreveport Foundation

Ed Shanklin, Consultant, Private Consultant

David Thomas, CEO, Founder & Senior Investment Management Consultant, Equitas Capital Advisors

Philip Schmitt, Head of Fixed Income Investments, AndCo Consulting

John Schroder, State Treasurer, State of Louisiana

Blair Richards, CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds

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

Edward Price, Senator, District 58, State of Louisiana

Guy Pinkman, Trustee, Lincoln (NE) Fire & Police Retirement System

John Morabito, Managing Director, Portfolio Manager, EntrustPermal

Eileen Neill, Managing Director, Senior Consultant, Verus Investments

Daniel D. Miller, Deputy Executive Director, Board of Education Retirement System of the City of New York

Christopher Marx, Senior Portfolio Manager, AllianceBernstein L.P.

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

Safia Mehta, Senior Vice President, Manager Analysis Services, LLC

Mark Kordonsky, Principal, Sageview Advisory Group

James P. Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

Russ Kamp, Senior Consultant, Alan Biller and Associates

Frank Jobert, Jr., Executive Director, Trustee, Transit Management of Southeast Louisiana (TMSEL)

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

Brad Heinrichs, President/CEO, Foster & Foster, Inc.

Richard J. Hampton, Jr., President, Louisiana Trustee Education Council (LATEC)

Steve Hagenbuckle, Founder and Managing Partner, TerraCap Management, LLC

Harry Griffin, Trustee, San Antonio (TX) Fire & Police Pension Fund

Leonard Gilroy, Senior Managing Director, Pension Integrity Project, Reason Foundation

Max Giolitti, Chief Risk Officer, Verus Investments

Robert Grden, Executive Director, Wayne County Employees Retirement System

Matthew Freedman, Chief Investment Officer, Louisiana School Employees' Retirement System

Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund

Michael Fitzgerald, State Treasurer, State of Iowa

Mark Flaherty, Board Member, Mt Lebanon Pension Board

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

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Burgess Chambers, President, Burgess Chambers & Associates, Inc.

Eric Cott, Director, Options Industry Council

David Center, Senior Vice President, Fund Evaluation Group, LLC

Will Buividas, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)

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

Art Alfaro, Executive Director, Austin Firefighters' Retirement & Relief Fund

John Agenbroad, Chairman, Inter-Local Pension Fund

Jaquelin Kohlasch, Vice Chair, State Member, New Mexico Public Employees Retirement Association

Peter Palandjian, Chairman & CEO, Intercontinental Real Estate Corporation

Leonard Pangburn, Managing Director, Abbott Capital Management

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

Troy Searles, Co-Chief Investment Officer, Federated Management Services (SFO)

Carolyn Weiss, CFO & Treasurer, New York Community Trust

Steve Brotman, Strategic Advisor, Pritzker Group Venture Capital

Jeffrey Johnson,

Chad Cleaver, Driehaus Capital Management LLC

Robert M. Hall, Investment Officer, MFS Investment Management

Kurt Vroman, Board Chairman, Deltona Firefighter's Pension Plan Board

Royal Sonesta New Orleans
300 Bourbon Street, New Orleans, LA, USA

Registered participants can book a room for the event by calling our reservations line at 1-855-463-3092 and use Group Code 0226INVEST, or refer to Group Name LATEC Investment Education Symposium. They can book through our website using this direct link: LATEC Investment Education Symposium. Reservations within the group block can be booked through January 29, 2019.

Registration Pricing

LATEC Member Rate Earlybird Rate I (exp Sept 15, 2018 Earlybird Rate II (exp Nov 15, 2018 Earlybird Rate III (exp Jan 15, 2019 Standard Rate
Managers/Service Providers $1,995 $1,995 $2,395 $2,695 $2,895
Pension/Union Trustee, Administrator, Director or Officer/Endowment, Foundation, Family office, Non-Discretionary Consultants*** ---- ---- ---- ---- 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.


Presented by

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


Presented by

Blaine D. Holt, Brig Gen (ret), USAF, Chief Operating Officer, Braidy Industries


Presented by

Jonathan Orszag, Senior Managing Director, Compass Lexecon

    Investment training = 10 hours
    Actuarial science = 1 hour
    Legal education regarding the laws, rules, and regulations = 2 hours
    Fiduciary duty and ethics = 1 hour

  • 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