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

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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

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


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