Public Funds Fall Summit 2021

Austin Marriott Downtown, Austin, TX
September 28, 2021 - September 29, 2021

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Opal Group’s annual public funds conference addresses issues that are critical to the investment success of senior public pension fund officers and trustees in the ‘new’ normal. Concerns of funding liabilities for beneficiaries in a world of uncertainty yet maintaining a balance between the risk/reward paradigms are center in the mind of many trustees and representatives of pension plans around the country. The exchange of ideas both in and out of the session halls are key in educating and identifying viable alternatives that will address these concerns. We will discuss how surplus returns in an unprecedented bull market, should affect employee benefit plans; closely examine the processes for selection and evaluation of investment managers. Beyond the investment sphere we also address legal issues facing pension plans, ethic regulations and the importance of on-going education for plan sponsors and their fiduciaries. We will also discuss how essential workers/trustees handled the reopening and view the post pandemic world. Although attendance is not limited to those in the public sector, the conference takes aim at topics that are of particular relevance to public pension funds. By focusing on an atmosphere of education rather than sales or marketing, the Public Funds Fall Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers and consultants.

To request our current agenda, participant list and sponsors


Speaker List Current as of September 16, 2021

(Schedule Times are in EDT)

7:30am

Registration / Information Desk Opens / Exhibit Set Up

8:30am

Continental Breakfast

9:30am

Welcoming Remarks by Conference Chairperson

Presented by

Art Alfaro, Executive Director, TEXPERS

9:40am

A Global Macroeconomic Outlook: State of the Global Economy, US Retirement System and Future Forecast

Moderator

Curtis Loftis, Jr., State Treasurer, State of South Carolina

Panelists

Stacey Dion, Managing Director & Global Head of Government Affairs, The Carlyle Group

Leonard Gilroy, Senior Managing Director, Pension Integrity Project, Reason Foundation

10:30am

Equity Market Allocation Strategies: Where are the Markets Heading and What Should We Know Moving Forward?

Moderator

Steven Swanson, Executive Director, Park Employees' Annuity and Benefit Fund of Chicago (PEABF)

Panelist

Brandon Zureick, Director & Portfolio Manager, Principal, Johnson Asset Management

11:00am

Networking Break

11:30am

Portfolio Risk Management: What Are You Ignoring?

Moderator

Joseph Matthews, CFA, Alternative Investments Director, First Vice President - Financial Advisor, Morgan Stanley Consulting Group & Institutional Services

Panelists

Premal Amin, Interim Fund Administrator, Austin Fire Fighters Relief and Retirement Fund

Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System

Michael Sury, Managing Director of CATT, Faculty, Department of Finance, The University of Texas at Austin

12:00pm

ESG Investment Strategies Across Asset Classes

Moderator

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

Panelists

Scott Schaefer, Senior Investment Officer, Office of Investment and Innovation | SBA

Guy Hopgood, Director, bfinance US

12:40pm

Networking Lunch

2:05pm

Alternative Ideas for Alternative Thinkers: Emerging, Niche, & Non-Correlated Alternative Strategies for Pension Plans

Moderator

Jim Schnorf, Investment Committee, Eastern Illinois University Foundation

Panelists

Bryan Lewis, Vice President & Chief Investment Officer, United States Steel Corporation

Misha Malyshev, Founder & CEO, Teza Technologies

Timothy Draper, Founder, Draper Associates

3:00pm

Real Estate Investing: Opportunistic vs. Value Added vs. Core vs. Debt

Moderator

Kurt Vroman, Chairman, Deltona Firefighters Pension Plan

Panelists

Tarrell Gamble, Trustee, Alameda County Employees Retirement Association

Greg Kraut, Founder & Managing Partner, KPG Funds

Grant Humphreys, President, Humphreys Capital

3:40pm

Networking Break

4:00pm

Learning from Actuaries: Actuarial Science and Your Pension Plan

Moderator

Larry Mahle, Trustee, City of Atlanta Firefighter's Pension Fund

Panelists

William (Flick) Fornia, FSA, President, Pension Trustee Advisors

Eric Atwater, Partner, Aon

4:40pm

LP Roundtable: A Conversation with Pensions

Moderator

Kevin Vandolder, CFA, Investment Consultant, AndCo Consulting

Panelists

Adriana Ballard, Portfolio Manager, Employees Retirement System of Texas

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

5:20pm

Sourcing Opportunities, Portfolio Risk & Due Diligence in Today’s Private Market

Moderator

Samira A. Salman, Founder & CEO, Salman Solutions

Panelists

Sasha Bernier, Senior Vice President/Investment Committee, Cheltenham Investments (SFO)

Joe Milam, Founder, AngelSpan/The Legacy Funds

Don Megrath, Managing Director, VectorPoint Ventures, LLC

Paul Kang, President/CIO, Member of the Investment Committee, AltaCap (SFO)

6:00pm

Networking Cocktail Hour

(Schedule Times are in EDT)

8:00am

Registration / Information Desk Opens / Networking Breakfast

9:00am

Consultants Roundtable

Moderator

Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System

Panelists

Daniel Johnson, Director, AndCo Consulting

Guy Hopgood, Director, bfinance US

9:40am

Examining Yielding Strategies for the Future: Opportunities, Risks & Rewards

Moderator

Kevin M. Nichols, CAIA, CIMA, Senior Investment Management Consultant, Vice President & Portfolio Manager, The Centre Harbour Group – Morgan Stanley Wealth Management

Panelist

Ronald Ryan, Chief Executive Officer & Founder, Ryan ALM, Inc.

10:10am

Practical Tools to Improve Governance, Fiduciary Responsibility & Avoid Conflicts

Moderator

Kurt Vroman, Chairman, Deltona Firefighters Pension Plan

Panelist

Guy Pinkman, Trustee, Pension Benefit Guaranty Corporation / Lincoln Fire & Police Retirement System

10:40am

Closing Remarks

4star
Austin Marriott Downtown
304 East Cesar Chavez Street, Austin, Texas 78701


Rate
Room $245
Rates are subject to applicable state and local taxes (currently 17.614%) in effect at the time of check in.

NO-SHOW POLICY:
If a guest does not check-in on the reserved check-in date (and has not notified the hotel of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.

Registration Pricing

Standard Rate
Fund Managers/Service Providers $2,495
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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Pension Outlook: The State of the U.S.Retirement System
  • New Styles and Strategies for Investing
  • Asset Allocation best Practices
  • Ongoing Education for Plan Fiduciaries and Participants
  • Challenges facing Public Pension Plans
  • Risk Management
  • Manager Selection
  • Equity Investing
  • Securities Lending
  • Hedge Funds
  • Private Equity/Venture Capital
  • Real Estate
  • Real Assets – precious metals, timber, infrastructure, agriculture, managed futures, etc.
  • Emerging and Frontier Markets
  • Choosing the right advisor/consultant
  • …and many more!
  • Pension Rep – Trustee, Administrators, Commissioners, Staff
  • Consultants
  • Attorneys
  • Taft Hartley Reps – Trustee, Administrators, Commissioners, Staff
  • Accountants
  • Hedge Funds
  • Fund of Funds
  • Real Estate Managers
  • Equity Managers
  • Venture Capitalists
  • Private Equity
  • Insurance Companies
  • Benefit Companies
  • Public Service Administrative Providers

Manager vs. Investor Breakdown

    Investor Breakdown