Investment Education Symposium 2024
In Conjunction with the Louisiana Trustee Education Council (LATEC)

Royal Sonesta New Orleans, New Orleans, LA
February 7, 2024 - February 9, 2024

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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 January 30, 2024

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)

 

Portfolio Monitoring 101: Loss Analysis for Securities Class Actions Lead Plaintiff & Class Action Claims Filing

Presented by

Dennis White, Partner, Kahn Swick & Foti LLC

Lewis Kahn, Managing Partner, Kahn Swick & Foti, LLC

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)

1:20 pm

Louisiana Legislative Update

Presented by

Senator Edward Price, Chairman of the Senate Retirement Committee, District 2, State of Louisiana

1:40 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

Marco Vicenzino, Director, Global Strategy Project

John Keane, Trustee, Police Officers and Firefighters Health Insurance Trust

2:30 pm

Fixed Income and Equity Allocations: Is The 60/40 Portfolio Something To Reconsider?

Moderator

William Beck, Senior Vice President, Wilshire Associates Incorporated

Panelists

Adam Phillips, Managing Director, Loop Capital Asset Management

Jeff James, Portfolio Manager, Driehaus Capital Management

3:20 pm

Networking Refreshment Break

 

Thank you to our Sponsors

3:50 pm

Private Credit, Debt and Direct Lending: A Mature Asset Class for Pensions

Moderator

Robert Grden, Executive Director, Wayne County Employees Retirement System

Panelists

David Center, Managing Director, Fund Evaluation Group LLC

Jim Robertson, Executive Vice President – Private Debt, ATEL Growth Capital

Matthew Sweeney, Managing Director, Private Credit, Macquarie Asset Management

4:30 pm

LP Roundtable: A Conversation with 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

Treasurer John Fleming, MD, State of Louisiana

John Broussard, Chief Investment Officer, Louisiana State Treasury

Matthew J. Freedman, CFA, CAIA, Chief Investment Officer, La. School Employees' Retirement System

Darren Fournerat, Assistant Chief Investment Officer, Louisiana State Employees Retirement System

5:20 pm

Annual Mardi Gras Extravaganza

Join us and unwind with fellow industry professionals for refreshment during our Mardi Gras Networking Extravaganza.

 

Thank you to our Sponsors

8:00 am

Networking Breakfast & Registration Desk Opens

 

Sponsored by:

Wolf Popper, LLP

9:00 am

Welcoming Remarks

Presented by

Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL)

9:20 am

Alternative Ideas for Alternative Thinkers: Emerging, Niche, & Non-Correlated Alternative Strategies for Institutional Investors

Moderator

David Center, Managing Director, Fund Evaluation Group LLC

Panelists

Doug Watler, Trustee, Broward Firefighters Health Trust

Marco Vicenzino, Director, Global Strategy Project

10:00 am

What’s new in the world of securities litigation? Why does it matter and how did we get here?

Moderator

Henry Wilson, MPA, Chairman-Trustee, Wayne County Employees Retirement System

Panelists

Adam Savett, Of Counsel, Wolf Popper, LLP

Serena Hallowell, Member, Motley Rice

Hannah Ross, Partner, Bernstein Litowitz Berger & Grossman

Robert Kriner, Partner, Chimicles Schwartz Kriner & Donaldson-Smith LLP

11:00 am

ESG-related challenges currently facing institutional investors, and how are they beginning to grapple with them?

Modereator

Yi Zheng, Senior Investment Associate, HRM Pension Plan

Panelists

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Connecticut)

Hughey Newsome, Chief Financial Officer, Piston Group

Rehana Nathoo, Founder and CEO, Spectrum Impact

12:00 pm

Networking Luncheon

 

Thank you to our Sponsors

1:10 pm

Investing In Private Equity and Venture Capital: Should You Be Overweight or Underweight?

Moderator

Jack Frost, Trustee, West Palm Beach FL Police Pension Fund

Panelists

Timothy R Schantz, Chairman of the Investment Committee, Historical Society of Pennsylvania

Chris Tobe, Chief Investment Officer, The Hackett Robertson Tobe Group (HRTG)

Anthony Giordano, Executive Committee Member, NYC Board of Education Retirement System

Vito Gioia, Managing Partner, Solyco Wealth, Solyco Capital

1:50 pm

Learning From Actuaries: Actuarial Science and your Pension Plan

Moderator

Kurt Vroman, Chairman, Deltona Firefighters Pension Plan

Panelists

Kenny Herbold, Director of Actuarial Services, Louisiana Legislative Auditor

Shelley Johnson, Consulting Actuary, Foster & Foster Inc.

Stephen Brouillette, Senior Actuarial Analyst, Curran Actuarial Consulting Ltd.

2:40 pm

Networking Refreshment Break

 

Thank you to our Sponsors

3:10 pm

Keynote Presentation: National Pension Law Update

Presented by

Robert Klausner, ESQ., Principal, Klausner, Kaufman, Jensen & Levinson

3:40 pm

Portfolio & Investment Risk Management: What Are You Ignoring?

Moderator

Russ Kamp, Managing Director, Ryan ALM, Inc.

Panelists

Timothy R Schantz, Chairman of the Investment Committee, Historical Society of Pennsylvania

David S Thomas, Chief Executive Officer Founder & Senior Investment Management Consultant, Equitas Capital Advisors

4:10 pm

Real Estate, Infrastructure, & Real Asset Investing For The Next Decade

Moderator

James Maloney, Board of Directors, Illinois Public Pension Fund Association (IPPFA)

Panelists

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Connecticut)

Frederick Bailey, Trustee, City of Savannah Employees Retirement Plan

4:50 pm

Networking Cocktail Reception

 

Thank you to our Sponsors

8:10 am

Networking Breakfast & Registration Desk Opens

 

Thank you to our Sponsors

9:00 am

Welcoming Remarks

Presented by

Frank Jobert, Jr. Executive Director, Louisiana Trustee Education Council and Trustee, Transit Management of Southeast Louisiana Pension Plan (TMSEL)

9:15 am

The Way Forward In Indexing For Institutional Investors

Moderator

Greg Knoll, Beneficiary Trustee & Board Treasurer, The Firefighters Pension Investment Fund, Executive Director, IPFA

Panelists

David S. Thomas, Chief Executive Officer Founder & Senior Investment Management Consultant, Equitas Capital Advisors

Frederick Bailey, Trustee, City of Savannah Employee's Retirement Plan

10:00 am

Cybersecurity Risk and Your Pension Plan: Best Practices Starts with You

Presented by

Jerry Bessette, Chief Operating Officer, Cyber Defense Labs

10:20 am

Practical Tools to Improve Governance, Fiduciary Responsibility & Avoid Conflicts

Co-facilitators

Dennis White, Partner, Kahn Swick & Foti LLC

Richard Hampton, Jr., President, Louisiana Trustee Education Council (LATEC)

11:10 am

Closing Remarks

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


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