Investment Education Symposium 2023
In Conjunction with the Louisiana Trustee Education Council (LATEC)
Royal Sonesta New Orleans, New Orleans, LA
February 15, 2023 - February 17, 2023
In conjunction with the
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 8, 2023
| 10:30 am |
Exhibit Set Up |
| 10:30 am |
Registration/Information Desk Opens |
| 11:30 am |
Exhibit Hall / Session Rooms Open |
| 11:30 am |
Closed Door Pre-Conference Workshop and Luncheon (Investors Only)
Topic: Including alternative strategies in your investment portfolio & current market strategies for balancing and enhancing returns
Presented by
Sara Blackmer, Senior Partner, Solyco Capital |
| 1:00 pm |
Welcoming Remarks
Presented by
Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL) Richard Hampton, Jr., President, Louisiana Trustee Education Council (LATEC) |
| 1:15 pm |
Louisiana Legislative Update
Presented by
Senator Edward Price, Chairman of the Senate Retirement Committee, District 2, State of Louisiana |
| 1:40 pm |
Life Settlements, A True Alternative -Uncorrelated to Stocks, Bonds and Real Estate
Presented by
Terry Hollan, CEO, Life Investors Management Dirk Davis, CFO, Life Investors Management |
| 2:00 pm |
State of the US Retirement System: Future Geopolitical & Macroeconomic Forecast
Moderator
James Thompson, Board Member, Louisiana Trustee Education Council (LATEC), General Counsel, Denver Employees Retirement Plan (DERP)
Panelists
Russ Kamp, Managing Director, Ryan ALM, Inc. Paul Strauss, United States Senator (Shadow), District of Columbia Jonathan Ward, Founder/Author, Atlas Organization |
| 2:50 pm |
Fixed Income and Equity Market Allocation: How Should Investors Manage Their Portfolio Moving Forward?
Moderator
Barbara Doran, Emeritus Trustee, Finance Committee Member, Pennsylvania State University
Panelists
Jeffrey James, Lead Portfolio Manager, Driehaus Capital Management William Beck, Senior Vice President, Wilshire Associates Incorporated Phil Gioia, Product Specialist, Doubleline Capital |
| 3:30 pm |
A Diamond’s Many Facets: How the PE Secondaries Market is Evolving to Meet Today’s Challenges
Presented by
Joseph B. Marks, Senior Managing Director, Head of Secondaries, Capital Dynamics |
| 3:50 pm |
Networking Refreshment Break
Sponsored by: Capital Dynamics |
| 4:20 pm |
Private Credit Investing: A Mature Asset Class for Pensions
Moderator
Scott Schaefer, Sr. Investment Officer, Office of Investment and Innovation | SBA
Panelists
David Center, Managing Director, Fund Evaluation Group, LLC Mike Fang, Sr. Portfolio Manager, Maryland State Retirement and Pension System Alex Dauria, Senior Portfolio Advisor, Aksia Laura Stolfi, Private Credit Product Specialist, Nuveen Jim Robertson, Executive Vice President – Private Debt, ATEL Growth Capital |
| 5:10 pm |
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
Greg Knoll, Executive Director, IPFA, Beneficiary Trustee, Illinois Firefighters Pension Investment Fund Matthew Freedman, Chief Investment Officer, Louisiana School Employees Retirement System John Schroder, State Treasurer, State of Louisiana Darren Fournerat, CFA, CAIA, Assistant Chief Investment Officer, Louisiana State Employees' Retirement System |
| 6:00 pm |
Annual Mardi Gras Extravaganza Join us and unwind with fellow industry professionals for refreshment during our Mardi Gras Networking Extravaganza.
Sponsored by: Solyco Capital |
| 8:00 am |
Networking Breakfast & Registration Desk Opens
Sponsored by: Thank you to our Sponsors
|
| 8:45 am |
Welcoming Remarks
Presented by
Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL) Richard Hampton, Jr., President, Louisiana Trustee Education Council (LATEC) |
| 9:00 am |
Alternative Ideas for Alternative Thinkers: Emerging, Niche, & Non-Correlated Alternative Strategies for Institutional Investors
Moderator
James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)
Panelists
Jim Schnorf, Investment Committee, Eastern Illinois University Foundation John Garcia, Founder & Managing Director, Solyco Capital Jacob Pozharny, Co-Chief Investment Officer, Head of International Equity, Bridgeway Capital Management |
| 9:50 am |
Best Practices for Securities Litigation & Portfolio Monitoring
Moderator
Kurt Vroman, Chairman, Deltona Firefighters Pension Plan
Panelists
Hannah Ross, Partner, Bernstein Litowitz Berger & Grossmann LLP Robert Kriner, Partner, Chimicles Schwartz Kriner & Donaldson-Smith LLP Dennis White, Former Executive Director, MEABF, Institutional Investor Services, Partner, Kahn Swick & Foti, LLC |
| 10:40 am |
Surprise Medical Bills – Important Regulatory Developments
Presented by
Chet Waldman, Senior Partner, Wolf Popper LLP |
| 11:10 am |
Real Estate Investing For the Next Decade
Moderator
William Veliz, Trustee, El Paso Firemen and Policemen's Pension Fund
Panelists
Doug Watler, Trustee, Broward Firefighters Health Trust Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Connecticut) |
| 12:00 pm |
Networking Luncheon
Sponsored by: Thank you to our Sponsors |
| 1:20 pm |
Extracting Alpha with Private Equity and Venture Capital
Moderator
Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund
Panelists
Christopher Cutler, CFA, Founder, Manager Analysis Services Meredith Chu, Senior Investment Strategist – Private Equity & Junior Capital, Churchill Asset Management Kevin Nee, Partner, Chief Capital Officer, Fin Capital |
| 2:10 pm |
Portfolio & Investment Risk Management: What Are You Ignoring?
Moderator
Henry Wilson, MPA, Chairman-Trustee, Wayne County Employees Retirement System
Panelists
Amy Hirsch, CEO/CIO, Paradigm Consulting Services, LLC Floyd Simpson CFA, CAIA, Director, PFM Asset Management |
| 3:00 pm |
Networking Refreshment Break
Sponsored by: Life Investors Management |
| 3:20 pm |
Keynote Presentation: National Pension Law Update
Presented by
Robert Klausner, ESQ., Principal, Klausner, Kaufman, Jensen & Levinson |
| 3:50 pm |
Tails from the Furry side of Biotech: Pawsitive Alpha from the Animal Health Secto
Presented by
Larry Heaton, CEO, Zomedica |
| 4:10 pm |
How Responsible and Sustainable Investment Strategies Drive Long Term Returns & Risk Management
Moderator
Howard Nochumson, Executive Director, Washington Square Health Foundation
Panelists
Timothy Schantz, Chairman of the Investment Committee, Historical Society of Pennsylvania Marcella McColl, Partner, CFO/CCO, Fin Capital |
| 4:50 pm |
Networking Cocktail Reception
Sponsored by: Thank you to our Sponsors |
| 8:20 am |
Networking Breakfast & Registration Desk Opens
Sponsored by: Zomedica |
| 9:20 am |
Welcoming Remarks
Presented by
Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL) Richard Hampton, Jr., President, Louisiana Trustee Education Council (LATEC) |
| 9:30 am |
The Way Forward in Indexing for Institutional Investors
Moderator
Frederick Bailey, Trustee & Chairman of Investment Committee, City of Savannah Employee's Retirement Plan
Panelists
David Thomas, Chief Executive Officer, Founder & Senior Investment Management Consultant, Equitas Capital Advisors Jesse Evans, Jr., Director, City of New Orleans Employees' Retirement System Russ Kamp, Managing Director, Ryan ALM, Inc. |
| 10:00 am |
Learning from Actuaries: Actuarial Science and your Pension Plan
Moderator
Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System
Panelists
Shelley Johnson, Consulting Actuary, Foster & Foster, Inc. Kenny Herbold, Director of Actuarial Services, Louisiana Legislative Auditor Stephen Brouillette, Senior Actuarial Analyst, Curran Actuarial Consulting, LTD |
| 10:40 am |
Cybersecurity Risk and Your Pension Plan: Best Practices Starts with You
Moderator
Doug Watler, Trustee, Broward Firefighters Health Trust
Panelists
Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation, Lincoln Fire & Police Retirement System David Franco, Retired FBI |
| 11:20 am |
Practical Tools to Improve Governance, Fiduciary Responsibility & Avoid Conflicts
Co-facilitators
Dennis White, Former Executive Director, MEABF, Institutional Investor Services, Partner, Kahn Swick & Foti, LLC Warner Tureaud, Trustee, Louisiana Trustee Education Council (LATEC) |
| 12:00 pm |
Closing Remarks |
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
