Public Funds Summit 2018

Hyatt Regency Scottsdale, Scottsdale, AZ
January 8, 2018 - January 10, 2018

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The Public Funds Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers, and consultants. 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.

Funding concerns and declining returns have led many pension plans to seek a balance between risk and reward in order to meet pension obligations. Furthermore, the role of investment and its returns are essential to the concern of meeting obligations to pension members. How investment managers, across various strategies, can aid public pension plans in ensuring a safe future for its members will be key in the conversations at the event. The exchange of ideas both in and out of the session halls is key in educating and identifying viable alternatives that will address these concerns. Beyond the investment sphere, we also address legal issues facing pension plans, ethics regulations and the importance of on-going education for plan sponsors and their fiduciaries. We will also discuss the importance of politics and public perception of pension plans and the role that trustees and pension officers have in creating a positive image for their plans.

To view our current agenda, participant list and sponsors – Click Here
Speaker List Current as of January 4, 2018

John Agenbroad, Chairman, Inter-Local Pension Fund

Jeff Alexander, Founder, Babelfish Analytics

Art Alfaro, Trustee, Austin Firefighters' Retirement & Relief Fund

Kathleen Barchick, Senior Managing Director, Cliffwater LLC

Jillean Long Battle, Assistant Deputy Treasurer of State, State of Missouri Office of the Treasurer

Dana Blydenburgh, Director, City of Lakeland Retirement System

Crisman Boggan, Portfolio Manager, Tennessee Consolidated Retirement System

John Burns, Managing Director/CFA, Pension Consulting Alliance

Kevin Campbell, Managing Director, DuPont

Lily Cavanagh, Treasurer, Redford (MI) Police & Firemen Retirement System

Burgess Chambers, President, Burgess Chambers & Associates, Inc.

Keynote Speaker

David Checketts, Managing Partner, Checketts Partners Investment Management

Dale Connors, CFA, Senior Consultant, Ellwood Associates

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Dexter Cunningham, Trustee, Birmingham's (AL) Firemens and Policemans Pension Fund

Jeff DeWit, State Treasurer, State of Arizona

Marty Dirks, Trustee, Federated Retirement System for the City of San José

Derek Dobson, CEO and Plan Manager, CAAT Pension Plan

George M. Douglas, CFA, Chief Investment Officer, Principal, SSI Investment Management

Michael Fitzgerald, State Treasurer, State of Iowa

Mark Flaherty, General Counsel, Pennsylvania State Association of County Controllers

Thomas Forma, Senior Institutional Consultant, Morgan Stanley

Brad Foster, President/CEO, Foster & Foster, Inc.

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

Leonard Gilroy, Director of Government Reform & Senior Managing Director, Reason Foundation

Max Giolitti, Managing Director, Verus

John Girard, Trustee, Boca Raton (FL) Police & Fire Retirement Association

Robert D. Gordon, Partner, Jenner & Block, LLP

Robert Grden, Executive Director, Wayne County Employees' Retirement System

Harry Griffin, Trustee, San Antonio Fire and Police Pension Fund

Steven Hagenbuckle, Founder, Managing Partner, TerraCap Management, LLC

David Harris, Consulting Actuary, Nyhart

Brad Heinrichs, President/CEO, Foster & Foster, Inc.

Patricia Humbert, Chief Investment Officer, Arizona State Treasurer's Office

Andrew Junkin, President, Wilshire Consulting

Russ Kamp, Managing Partner, Kamp Consulting Solutions, LLC

Keynote Speaker

Brad Katsuyama, CEO and Co-Founder, IEX

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

Joshua M. Lavender, Executive Director, J.P. Morgan

Matthew Lay, Trustee, Oklahoma Firefighters Pension & Retirement System

Anthony Lombardi, Associate Partner, Institutional Advisory Solutions, Aon Hewitt

Irv Lowenberg, Treasurer, City of Southfield Michigan

James Maloney, Chairman, Investment Committee, Chicago (IL) Policemen's Annuity & Benefit Fund

Christian McCormick, CFA, Director, Allianz Global Investors

Nick Meggos, Retirement Consultant, Nyhart Company, Inc.

Jonathan Miller, Portfolio Advisor, Rampart Investment Management Company, LLC

Eileen Neill, Managing Director, Senior Consultant, Verus

Steve Nelsen, Executive Director, Washington State Law Enforcement Officers' and Fire Fighters' (LEOFF)

Kevin M. Nichols, Senior Investment Management Consultant, The Forma Group - Morgan Stanley Wealth Management

Steve Olish, Executive Director, St. Louis Police Retirement System

Bradley R. Olsen, Principal & Senior Portfolio Manager, Recurrent Investment Advisors

Stefan Parker, Business Development, IEX (The Investors Exchange)

Tim Paulson, Investment Strategist, Lord Abbett & Co. LLC

Dave Piasecki, CIO, ElmTree Funds

Guy Pinkman, Trustee, City of Lincoln Police and Fire Pension

Keith Reynolds, Vice President and Senior Consultant, Atlanta, Segal Marco Advisors

Rick Rodgers, Vice President, Director | MPPP Plan Administrator, Innovest Portfolio Solutions LLC

Bill Rubin, First City Deputy Controller, Office of the Controller Philadelphia

Don Ruiter, Trustee, Daytona Police and Fire Pension Fund

Daniel W. Ryan, Project Coordinator, Illinois Public Pension Fund Association

Ronald Ryan, CEO, Chief Financial Architect, Founder, Ryan ALM, Inc.

Mustafa Saiyid, Senior Financial Sector Expert, IMF

Michael Salice, Director of Research, SKY Harbor Capital Management, LLC

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

Padraig Sheehy, SVP, KBI Global Investors

John Sitilides, Principal, Trilogy Advisors LLC

Keynote Speaker

Senator Paul Strauss, United States Senator for the District of Columbia (Shadow)

Jim Strouse, Chairman, Burlington (VT) Employees' Retirement System

Thomas Toth, CFA, Managing Director, Wilshire Consulting

Kyle Vanourny, Vice President, Tortoise Capital Advisors

Michael Viteri, Senior Investment Officer, Public Equity, Oregon State Treasury

Kurt Vroman, Board Trustee/Secretary, Deltona Firefighters Pension Board

Thomas E. Wagner, Co-Head of North American Real Estate, Cerberus Real Estate Capital Management, LLC, Senior Managing Director, Cerberus Capital Management

Darryl Walker, Board Trustee, Alameda County Employees Retirement Association

Doug Watler, Board Member & Trustee, Deerfield Beach Fire Pension

Henry Wilson, Trustee, Wayne County Employees' Retirement System

Hyatt Regency Scottsdale
7500 East Doubletree Ranch Road, Scottsdale, AZ, United States

We are SOLD OUT the night of January 9th ONLY.
Nearby hotels include:
Gainey Suites Hotel 480-922-6969

Andaz Scottsdale 480-368-1234
Government Rate* - Single $289
Government Rate* - Double $289
Standard Rate - Single $309
Standard Rate - Double $309
*Government Rooms are subject to approval. All prices exclude state and local taxes, currently 13.92%.
  • Rooms are available only to those participants who are registered conference attendees.
  • Rooms will not be guaranteed without a credit card.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • The name on the form will be the name of the guest room.

Registration Pricing

Standard Rate
Manager/Service Provider $2,895
Pension/Union Trustee, Administrator, Director or Officer/ Non-Discretionary Consultants*** Complimentary*

*** Institutional End-Investors include: organizations that are solely investing on their own behalf in alternatives and do not sell any alternative investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.
*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 3rd 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

Presented by

Brad Katsuyama, CEO and Co-Founder, IEX

A Washington, D.C. Update -- What to expect coming out of Congress in 2018

Presented by

Senator Paul Strauss, United States Senator for the District of Columbia (Shadow)

Investing in Sports

Presented by

David Checketts, Managing Partner, Checketts Partners Investment Management

    This conference will exclusively feature dialogue driven panel discussions led by consultants and public pension plans. 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. All other PowerPoint Presentations can be added to our Mobile App by submitting a PDF/PPT document to an Opal Associate. Speakers must keep in mind the educational objective of this event. Speakers will NOT be allowed to market specific products or services during presentations.*

  • 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

Investors vs. Managers/Service Providers

    Investor Breakdown