Investment Education Symposium 2020
In Conjunction with the Louisiana Trustee Education Council (LATEC)
Royal Sonesta New Orleans, New Orleans, LA
February 19, 2020 - February 21, 2020
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 January 16, 2020
| Keynote Speaker |
Robert Klausner, Principal, Klausner, Kaufman, Jensen & Levinson |
| Speakers |
TBA, DuPont Capital Management TBA, DuPont Capital Management 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 Edward Price, Senator, District 2, State of Louisiana Ari Rastegar, Founder & CEO, Rastegar Property Company Richard J. Hampton, Jr., President, Louisiana Trustee Education Council (LATEC) Leonard Gilroy, Senior Managing Director, Pension Integrity Project, Reason Foundation James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA) Craig Lewis, Madison S. Wigginton Professor of Finance, Owen Graduate School of Management, Vanderbilt University Art Alfaro, Executive Director, TEXPERS Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund Ed Theobald, Trustee, PFPOPE Ronald Ryan, CEO, Founder, Ryan ALM, Inc. Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund Carolyn Weiss, CFO & Treasurer, New York Community Trust Jeffrey Boucek, CFA, National Director of Public Fund Investment Consulting, Segal Marco Advisors John Girard, Trustee, Boca Raton Police and Firefighters’ Retirement System Max Giolitti, Chief Risk Officer, Verus Investments Russ Kamp, Managing Director, Ryan ALM, Inc. Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL) John Schroder, State Treasurer, State of Louisiana Michael Fitzgerald, State Treasurer, State of Iowa Blair Richards, Chief Executive Officer, Halifax Port ILA/HEA Pension Plan and Trust Funds Matthew Freedman, Chief Investment Officer, Louisiana School Employees' Retirement System |
| Keynote Speaker |
FBI on Wall Street Presentation David Chaves, Special Agent (Retired), Federal Bureau of Investigation |
| Speakers |
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 Guy Pinkman, Advisory Committee / Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System Cian Desmond, AVP | Wilshire Alternatives Research, Wilshire Associates Incorporated David Thomas, CEO, Founder & Senior Investment Management Consultant, Equitas Capital Advisors Tammira Philippe, President, Bridgeway Capital Management, Inc. Jeffrey Johnson, Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago Keith Reynolds, Vice President and Senior Consultant, Atlanta, Segal Marco Advisors Edward Hoyle, Senior Quantitative Analyst, Man AHL Adrian Cronje, Chief Executive Officer & Chief Investment Officer, Balentine Dean Crombie, Trustee, New Hampshire Municipal Retirement System Peter Palandjian, Chairman & CEO, Intercontinental Real Estate Corporation Steve Hagenbuckle, Founder and Managing Partner, TerraCap Management, LLC Ari Rastegar, Founder & CEO, Rastegar Property Company TBA, DuPont Capital Management TBA, Amundi Pioneer Investments David Center, Managing Director, Fund Evaluation Group, LLC Troy Searles, Co-Chief Investment Officer, Federated Management Services (SFO) Leonard Pangburn, Managing Director, Abbott Capital Management TBA, DuPont Capital Management Will Buividas, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS) Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn) Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO) Lily Cavanagh, Treasurer, Redford Township Police & Firemens Retirement System Michael Felman, President, MSF Capital Advisors (MFO) Harry Griffin, Trustee, San Antonio (TX) Fire & Police Pension Fund Doug Watler, Trustee, Broward Firefighters Health Trust William Beck, Vice President, Wilshire Manager Research, Wilshire Associates Incorporated Kermit Claytor, Founder, Principal, Kings Mountain Capital Group, LLC |
| Speakers |
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 Greg Knoll, Executive Director, Illinois Professional Firefighters Association Brad Heinrichs, President/CEO, Foster & Foster, Inc. Greg Curran, President, G.S. Curran & Company Shelley Johnson, Consulting Actuary, Foster & Foster, Inc. Michelle Boyles, Consulting Actuary, Milliman Robert Grden, Executive Director, Wayne County Employees Retirement System Steve Delaney, Chief Executive Officer, Orange County Employees Retirement System Daniel Miller, Deputy Executive Director, Board of Education Retirement System of the City of New York Larry Mahle, Trustee, City of Atlanta Firefighter's Pension Fund Kurt Vroman, Chairman of the Pension Board, Deltona Firefighters Pension Plan Tom Herek, County Commissioner, Bay County Employee's Ret. System, Bay County (MI) David McConico, Chairman, City of Aurora (CO)-General Employees' Retirement Plan Christopher Ure, Commissioner, North Broward Hospital District, Chair, Pension & Investment Committee, CEO/Managing Director, HighTower Boca Raton Henry Wilson, MPA, Vice Chairman, Wayne County Employees' Retirement System |
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Registration Pricing
| LATEC Member Rate | Early bird Rate III (expires 1/15/20) | Standard Rate | |
|---|---|---|---|
| Managers/Service Providers | $1,995 | $2,695 | $2,895 |
| Plan Sponsors, Pension Trustee & Staff, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) | ---- | ---- | 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.
- Global Macroeconomic Outlook
- Comparing Fixed Income and Equity Market Allocation Strategies
- Indexing & ETFs for Institutional Investors
- Portfolio Risk Management
- LP Roundtable
- Multi-Strategy Asset Allocation
- Emerging, Niche, & Non-Correlated Alternative Strategies
- Real Estate Investing
- Private Equity and Venture Capital: Deal Structures + Opportunities
- Opportunities in Credit Lending: Private Debt and Direct Lending
- Financial Performance of Real Assets
- Responsible and Sustainable ESG/Impact Strategies
- Actuarial Science and your Pension Plan
- Non-Investment Challenges
- Governance, Fiduciary Responsibility & Avoid Conflicts
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
