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

20 days left

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

4star
Royal Sonesta New Orleans
300 Bourbon Street New Orleans, LA 70130, US


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