Investment Education Symposium 2022
In Conjunction with the Louisiana Trustee Education Council (LATEC)
Royal Sonesta New Orleans, New Orleans, LA
February 23, 2022 - February 25, 2022
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 institutional investors. 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. 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 15, 2022
| 10:30am |
Exhibit Set Up |
| 10:30am |
Registration/Information Desk Opens |
| 11:45am |
Closed Door Pre-Conference Workshop and Luncheon (Investors ONLY)
The Rise of the Digital Pharmacy
Sponsored by: Samudra Pacific Capital Partners
Presented by
Jamie Karraker, CEO, Alto Pharmacy |
| 1:00pm |
Welcoming Remarks
Presented by
Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL) |
| 1:15pm |
Louisiana Legislative Update
Presented by
Senator Edward Price, Chairman of the Senate Retirement Committee, District 2, State of Louisiana |
| 1:40pm |
Insurance-Linked Securities: A review of the global reinsurance market and discussion of the ESG attributes, opportunities and risks associated with this growing and structurally uncorrelated asset class
Presented by
Chin Liu, Managing Director, Fixed Income Solutions and Responsible Investment Research, Amundi Asset Management |
| 2:00pm |
A Macroeconomic Outlook: State of the US Retirement System and Future Geopolitical Forecast
Moderator
Carolyn Weiss, Chief Financial Officer & Treasurer, New York Community Trust
Panelists
Craig Lewis, Madison S. Wigginton Professor of Finance Owen Graduate School of Management, Vanderbilt University Paul Strauss, United States Senator (Shadow), District of Columbia |
| 2:45pm |
Fixed Income and Equity Market Allocation Strategies: Where are the Markets Heading and What Should We Know Moving Forward?
Moderator
James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)
Panelists
Russ Kamp, Managing Director, Ryan ALM, Inc. Craig Inman, Portfolio Manager, Artisan Partners Ian Toner, Chief Investment Officer, Verus Investments |
| 3:30pm |
KEYNOTE PRESENTATION: The Future of Diversity, Equity, and Inclusion: A Winning Strategy
Presented by
Sarah Hammer, Managing Director, Initiative on Diversity & Inclusion, The Wharton School |
| 4:00pm |
Networking Refreshment Break
Sponsored by: LEVI & KORSINSKY LLP |
| 4:20pm |
Institutional Education: Digital Assets and Investing in the Blockchain
Moderator
Scott Schaefer, Senior Investment Officer,
Panelists
Dr. Reinhold W. Gebert, CRO & COO, Teza Capital Management Zach Resnick, Managing Partner, Unbounded Capital Sarah Hammer, Managing Director of the Stevens Center and Cypher Accelerator, The Wharton School |
| 5:00pm |
Portfolio Risk Management: What Are You Ignoring?
Moderator
Greg Knoll, Executive Director, Illinois Professional Firefighters Association
Panelists
Adam Savett, Director of Communications & Institutional Research, LEVI & KORSINSKY LLP Russ Kamp, Managing Director, Ryan ALM, Inc. |
| 5:30pm |
LP Roundtable: A Conversation with Pension CEOs, CIOs, Executive Directors & State Treasurers
Moderator
Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL)
Panelists
Matthew J. Freedman, CFA, CAIA, Chief Investment Officer, Louisiana School Employees' Retirement System John Schroder, State Treasurer, State of Louisiana Troy Searles, Co-Chief Investment Officer, Federated Management Services (SFO) |
| 6:10pm |
Annual Mardi Gras Extravaganza Join us and unwind with fellow industry professionals for refreshment during our Mardi Gras Networking Extravaganza. Special Thanks to our Sponsors |
| 8:00am |
Networking Breakfast
Sponsored by: Amundi Asset Management |
| 8:45am |
Welcoming Remarks
Presented by
Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL) |
| 9:00am |
Alternative Ideas for Alternative Thinkers: Emerging, Niche, & Non-Correlated Alternative Strategies for Pension Plans
Moderator
Tarrell Gamble, Trustee, Alameda County Employees' Retirement Association
Panelists
David Thomas, Chief Executive Officer, Founder, & Senior Investment Management Consultant, Equitas Capital Advisors Tammira Philippe, President & CEO, Bridgeway Capital Management Britton Sanderford, Partner, Focus Automated Equities |
| 9:40am |
Best Practices for Securities Litigation & Portfolio Monitoring for Public Pensions
Moderator
Premal Amin, Fund Administrator, Austin Fire Fighters Relief and Retirement Fund
Panelists
Adam Savett, Director of Communications & Institutional Research, LEVI & KORSINSKY LLP Jeremy Lieberman, Senior Partner, Pomerantz LLP Hannah Ross, Partner, Bernstein Litowitz Berger & Grossmann LLP Lance Oliver, Member, Motley Rice LLC |
| 10:40am |
Networking Refreshment Break |
| 11:15am |
Real Estate Investing: Opportunistic vs. Value Added vs. Core
Moderator
Kurt Vroman, Chairman, Deltona Firefighters Pension Plan
Panelists
Michael Felman, President, MSF Capital Advisors (MFO) Jim Schnorf, Investment Committee, Eastern Illinois University Foundation |
| 12:00pm |
Networking Luncheon
Special Thanks to our Sponsors |
| 1:30pm |
Keynote Presentation: National Pension Law Update
Presented by
Robert Klausner, ESQ., Principal, Klausner, Kaufman, Jensen & Levinson |
| 2:00pm |
Extracting Alpha with Private Equity and Venture Capital
Moderator
David Center, Managing Director, Fund Evaluation Group, LLC
Panelists
Leonard Pangburn, Managing Director, Co-President, Abbott Capital Management, LLC Peter Iannicelli, CFA, Vice President, Investment Research, EnTrust Global Tirto Adji, Managing Partner, Samudra Pacific Capital Partners |
| 2:50pm |
Opportunities in Credit Lending: Private Debt and Direct Lending
Moderator
Brandon Laughren, Chief Investment Officer, The Laughren Group (SFO)
Panelists
Zack Ellison, Managing General Partner, Applied Real Intelligence LLC (“A.R.I.”) Floyd Simpson, Portfolio Strategist, PFM Asset Management Djena Graves Lennix, Executive Director, Tikehau Capital |
| 3:40pm |
Opportunities, Strategies, Risks and Rewards for Investing in Real Assets
Moderator
Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System
Panelists
Cian Desmond, Vice President, Portfolio Manager - Alternative Investments, Wilshire Adam Baxter, Managing Director, Macquarie Asset Management |
| 4:20pm |
How Responsible and Sustainable ESG/Impact Strategies Drive Long Term Returns
Moderator
Henry Wilson, MPA, Chairman-Trustee, Wayne County Employees Retirement System
Panelists
Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Connecticut) Cian Desmond, AVP | Wilshire Alternatives Research, Wilshire Associates Incorporated |
| 5:00pm |
Networking Cocktail Reception
Special Thanks to our Sponsors |
| 8:00am |
Networking Breakfast |
| 9:20am |
Welcoming Remarks
Presented by
Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL) |
| 9:30am |
The Way Forward in Indexing & ETFs for Institutional Investors
Moderator
Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System
Panelists
Ed Shanklin, Consultant, Private Consultant Christopher T. Ure, Chief Executive Officer, Managing Director, HighTower Boca Raton |
| 10:00am |
Learning from Actuaries: Actuarial Science and your Pension Plan
Moderator
Kurt Vroman, Chairman, Deltona Firefighters Pension Plan
Panelists
Shelley Johnson, Consulting Actuary, Foster & Foster, Inc. Gregory M. Curran, FCA, MAAA, ASA, Consulting Actuary, G.S. Curran & Company, Ltd. Kenny Herbold, Director of Actuarial Services, Louisiana Legislative Auditor |
| 10:40am |
Cybersecurity Risk and Your Pension Plan: Best Practices Starts with You
Moderator
Doug Watler, Trustee, Broward Firefighters Health Trust
Panelists
John Schroder, State Treasurer, State of Louisiana Christian Phillips, President, Eberts & Harrison, Inc |
| 11:20am |
Practical Tools to Improve Governance, Fiduciary Responsibility & Avoid Conflicts
Moderator
Harry Griffin, Trustee, San Antonio (TX) Fire & Police Pension Fund
Panelist
Christopher T. Ure, Chief Executive Officer, Managing Director, HighTower Boca Raton |
| 12:00pm |
Closing Remarks |
• 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.
- Global Macroeconomic Outlook
- Comparing Fixed Income and Equity Market Allocation Strategies
- Indexing & ETFs for Institutional Investors
- Portfolio Risk Management
- LP Roundtable
- 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
- Best Practices for Securities Litigation & Portfolio Monitoring for Public Pensions
- Introduction to Digital Assets and The Blockchain
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
