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 January 31, 2023
| 10:30 am |
Exhibit Set Up |
| 10:30 am |
Registration/Information Desk Opens |
| 11:45 am |
Closed Door Pre-Conference Workshop and Luncheon (Investors Only)
|
| 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) |
| 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 |
Standalone Presentation |
| 2:00 pm |
State of the US Retirement System: Future Geopolitical & Macroeconomic Forecast |
| 2:45 pm |
Fixed Income and Equity Market Allocation: How Should Investors Manage Their Portfolio Moving Forward? |
| 3:30 pm |
Keynote Presentation |
| 4:00 pm |
Networking Refreshment Break Sponsored by: |
| 4:30 pm |
Private Credit Investing: A Mature Asset Class for Pensions
Panelists
David Center, Managing Director, Fund Evaluation Group, LLC |
| 5:10pm |
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) |
| 6:10 pm |
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 |
| 8:00 am |
Networking Breakfast& Registration Desk Opens
Sponsored by: |
| 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) |
| 9:00 am |
Alternative Ideas for Alternative Thinkers: Emerging, Niche, & Non-Correlated Alternative Strategies for Pension Plans
Panelists
Jim Schnorf, Investment Committee, Eastern Illinois University Foundation |
| 9:40 am |
Best Practices for Securities Litigation & Portfolio Monitoring for Public Pensions |
| 10:40 am |
Surprise Healthcare Bill Regulatory and Litigation Developments
Presented by
Chet Waldman, Partner, Wolf Popper LLP |
| 11:10 am |
Real Estate Investing For the Next Decade Stephen Hagenbuckle, Founder and Managing Partner, TerraCap Management |
| 12:00 pm |
Networking Luncheon |
| 1:30 pm |
Keynote Presentation: National Pension Law Update
Presented by
Robert Klausner, ESQ., Principal, Klausner, Kaufman, Jensen & Levinson |
| 2:00 pm |
Extracting Alpha with Private Equity and Venture Capital |
| 2:50 pm |
Portfolio & Investment Risk Management: What Are You Ignoring?
Moderator
Henry Wilson, MPA, Chairman-Trustee, Wayne County Employees Retirement System |
| 3:30 pm |
Networking Refreshment Break |
| 3:50 pm |
Opportunities in Infrastructure and Real Assets
Panelists
Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn) |
| 4:20 pm |
How Responsible and Sustainable Investment Strategies Drive Long Term Returns
|
| 5:00 pm |
Networking Cocktail Reception Sponsored by and Special Thanks to our Sponsors: |
| 8:00 am |
Networking Breakfast & Registration Desk Opens |
| 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) |
| 9:30 am |
The Way Forward in Indexing for Institutional Investors |
| 10:00am |
Learning from Actuaries: Actuarial Science and your Pension Plan
Panelists
Shelley Johnson, Consulting Actuary, Foster & Foster, Inc. |
| 10:40 am |
Cybersecurity Risk and Your Pension Plan: Best Practices Starts with You |
| 11:20 am |
Practical Tools to Improve Governance, Fiduciary Responsibility & Avoid Conflicts |
| 12:00 pm |
Closing Remarks |
Registration Pricing
| LATEC Member Rate |
Early Bird Rate II (exp. 12/21/22) |
Early Bird Rate III (exp. 1/21/23) |
Standard Rate | |
|---|---|---|---|---|
| Managers/Service Providers | $1,995 | $2,395 | $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
- 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
