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

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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.*

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 19, 2020

Keynote Speaker

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

Speakers

Kris Kowal, Managing Director, Fixed Income, DuPont Capital Management

Antonis Mistras, CFA, Managing Director, Alternative Investments, DuPont Capital Management

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

Christopher Pettia CAIA, Portfolio Manager, Private Markets, 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

Assessor Erroll G. Williams, Trustee, Louisiana Assessors Retirement Fund

Senator Edward Price, Chairman of the Senate Retirement Committee, District 2, State of Louisiana

Ari Rastegar, Founder & CEO, Rastegar Property Company

Anthony "Tony" Falterman, Chairman, Louisiana District Attorneys' Retirement System (DARS)

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.

Dan Genter, CEO, CIO, RNC Genter Capital Management

Nathan Grant, Portfolio Manager, CFA Society of Louisiana

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

Kurt Vroman, Chairman of the Pension Board, Deltona Firefighters Pension Plan

Russ Kamp, Managing Director, Ryan ALM, Inc.

David Sheng, Senior Portfolio Advisor, Aksia

Wes Mathews, Director - Portfolio Solutions, Milliman

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

Blair Richards, Chief Executive Officer, Halifax Port ILA/HEA Pension Plan and Trust Funds

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

Andy Kiehl, Deputy Chief Investment Officer, Kentucky Retirement Systems

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, Chief Executive Officer, Founder, & Senior Investment Management Consultant, Equitas Capital Advisors

Tammira Philippe, President, Bridgeway Capital Management, Inc.

Robert Kriner, Senior Partner, Chimicles Schwartz Kriner & Donaldson-Smith LLP

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

Dr. Adrian J. Cronje, CFA, Chief Executive Officer & Chief Investment Officer, Balentine

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Paul Nasser, Chief Financial Officer & Chief Operating Officer, Intercontinental Real Estate Corporation

Matt Stewart, Director of Asset Management, Partner, TerraCap

Ari Rastegar, Founder & CEO, Rastegar Property Company

Michael Butz, Partner-Acquisitions, Torchlight Investors

Andrew J. Smith, CFA, Associate Portfolio Manager and Senior Equity Analyst, DuPont Capital Management

Noah Funderburk, CFA, Vice President, Portfolio Manager, 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

Darren Fournerat, Assistant Chief Investment Officer, Louisiana State Employees' Retirement System

Daryl B. Brown, CFA, Director and Portfolio Manager, 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)

Samuel J. Boyd, Jr., Director, Office of Program Development, Office of Investment and Innovation, U.S. Small Business Administration

Lily Cavanagh, Treasurer, Redford Township Police & Firemens Retirement System

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

Robert Grden, Executive Director, Wayne County Employees Retirement System

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

James Thompson, General Counsel, Denver Employees Retirement Plan (DERP)

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

Michael Lewis, Attorney At Law, Lewis & Lewis Attorneys

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

Larry Mahle, Trustee, City of Atlanta Firefighter's Pension Fund

Mark Meyers, Trustee, Dearborn Heights Police & Fire Retirement System

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

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

• 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 Standard Rate
Managers/Service Providers $1,995 $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.

TBA

Presented by

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

FBI on Wall Street Presentation

Presented by

David Chaves, Special Agent (Retired), Federal Bureau of Investigation

  • 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