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

6 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.

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.*

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


Current as of February 22, 2019

10:30am

Exhibit Set Up

10:30am

Registration/Information Desk Opens

11:00am

Closed Door Pre-Conference Workshop and Luncheon (Investors ONLY)

Presented by

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

Presented by

Erik Zipf, Head of Emerging Markets Equities, DuPont Capital Management

1:10pm

Welcoming Remarks

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

Richard Hampton, President, Louisiana Trustee Education Council

1:30pm

Louisiana Legislative Update

Edward Price, Senator, State of Louisiana

1:45pm

Preparing a Multi-Asset Class Portfolio for Shocks to Economic Growth

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

2:15pm

State of the US Retirement System and the Macro Outlook: What are the challenges pensions are facing and what do pensions need to do moving forward?

Moderator

Richard Hampton, President, Louisiana Trustee Education Council

Panelists

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

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

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

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

3:15pm

Keynote Presentation

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

3:45pm

Networking Refreshment Break

4:00pm

Opportunities in the Fixed Income and Credit Markets

Moderator

Eileen Neill, CFA, Managing Director, Senior Consultant, Verus Investments

Panelists

Christopher S. Perret, Managing Director and Investment Director, Wellington Management Company, LLP

Russ Kamp, Senior Consultant, Alan Biller and Associates

Rob Hall, Institutional Portfolio Manager, MFS Investment Management

4:45pm

Equity Investing and Its Role in Today’s Pension Portfolio

Moderator

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

Panelists

Chris Marx, Senior Investment Strategist, Equities, Alliance Bernstein

Richard Thies, Lead Portfolio Manager, Driehaus Capital Management LLC

5:30pm

Investment Officers’ Roundtable: A Conversation with Pension CEOs, CIOs and Executive Directors

Moderator

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

Panelists

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

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

6:30pm

Annual Mardi Gras Extravaganza

Sponsored by: DuPont Capital Management

8:00am

Networking Breakfast

8:50am

Welcoming Remarks

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

Richard Hampton, President, Louisiana Trustee Education Council

9:00am

Opportunities, Strategies, Risks & Rewards for Investing in Real Assets

Moderator

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

Panelists

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

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

9:45am

Real Estate Investing: Opportunistic vs. Value Added vs. Core vs. Debt

Moderator

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Panelists

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

Peter Palandjian, Chairman & CEO, Intercontinental Real Estate Corporation

10:30am

Investing in Private Debt and Direct Lending (or Opportunities in Credit Investing

Moderator

Will Buividas, Vice Chairman, Arizona Public Safety Personnel Retirement System

Panelists

Cian Desmond, AVP | Wilshire Alternatives Research, Wilshire Associates Incorporated

Philip Schmitt, CIMA, Head of Fixed Income Investments, AndCo Consulting

John Morabito, Managing Director, Portfolio Manager, EntrustPermal

11:15am

Introduction to Merger Arbitrage and Its Role in a Diversified Portfolio

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

11:45am

Keynote Presentation

Combat Zone to C-Suite: A Brigadier’s Path

Major General (ret.) Kevin McNeely, Chief Operating Officer, Veloxint

12:15pm

Networking Luncheon

1:30pm

Keynote Presentation

Jonathan Orszag, Senior Managing Director, Compass Lexecon

2:00pm

Extracting Alpha with Private Equity and Venture Capital

Moderator

David Center, Managing Director, Fund Evaluation Group, LLC

Panelists

Leonard Pangburn, Managing Director, Abbott Capital Management, LLC

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

Steve Brotman, Managing Partner, Alpha Venture Partners, Senior Advisor, Pritzker Group VC

2:45pm

Opportunistic Alternative and Niche Strategies – Diversification in a late market cycle environment

Moderator

Doug Watler, Board Member & Trustee, Deerfield Beach Fire Pension

Panelists

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

Joe Morgart, Vice President, Alternative Investments, Amundi Pioneer Investments

3:30pm

Networking Refreshment Break

3:45pm

Risk Management: Key Considerations and Tools

Moderator

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

Panelists

Max Giolitti, Chief Risk Officer, Verus Investments

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

Eric Cott, Director, Options Industry Council

Jeffrey Johnson, Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago

4:30pm

The Importance of Proper Manager Selection in your Asset Allocation and Portfolio Construction Strategies

Moderator

Ed Shanklin, Consultant, Private Consultant

Panelists

Mark Kordonsky, Principal, Sageview Advisory Group

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

John Schroder, State Treasurer, State of Louisiana

Carolyn Weiss, CFO & Treasurer, New York Community Trust

5:30pm

Networking Cocktail Reception

Sponsored by: Franklin Templeton Investments

8:00am

Networking Breakfast

8:45am

Welcoming Remarks

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

Richard Hampton, President, Louisiana Trustee Education Council

9:00am

Learning from Actuaries: Actuarial Science and your Pension Plan

Moderator

John Agenbroad, Chairman, Inter-Local Pension Fund

Panelists

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

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

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

10:00am

Non-Investment Challenges: 20+ questions facing pension plans and how to handle them

Moderator

Robert Grden, Executive Director, Wayne County Employees Retirement System

Panelists

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

Mark Flaherty, Board Member, Mt Lebanon Pension Board

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

11:00am

Practical Tools to Improve Governance, Fiduciary Responsibility & Avoid Conflicts

Moderator

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

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

Kurt Vroman, Board Trustee/Secretary, Deltona Firefighters Pension Plan

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

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

12:00pm

Closing Remarks

1star
Royal Sonesta New Orleans
300 Bourbon Street, New Orleans, LA, USA
504.586.0300

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.

TBA

Presented by

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

TBA

Presented by

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

TBA

Presented by

Jonathan Orszag, Senior Managing Director, Compass Lexecon

  • 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

  • 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