Public Funds Summit 2019

Omni Scottsdale Resort & Spa at Montelucia, Scottsdale, AZ
January 9, 2019 - January 11, 2019

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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.

Plan Sponsor Education Hours
Investment training = 14 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

Speaker List Current as of


The Badge of Honor Memorial Foundation’s 4th Annual Charity Reception


The Tipsy Coyote Sports Bar & Grill
7077 E. Bell Road, Scottsdale, AZ 85254


The Badge of Honor Memorial Foundation is the national advocacy organization for the widows and children of law enforcement officers killed in the line of duty. 80% of the officers that are killed annually are from departments that have never lost an officer and as such, most of the officers’ survivors are unaware that there are substantial Federal and State financial benefits funds available for them, which can average over $500,000. Not surprisingly, no agency comes forward with checks
in hand. They have to be applied for and the process can be daunting. For over 15 years, the Foundation has taken the lead in ensuring that the survivors receive all the benefits they are entitled to and leads the way in training to ensure that departments everywhere are prepared in
advance of a line-of-duty death. We have provided guidance to over 3,500 departments.


Opal Group is proud to endorse The 4th Annual Charity Reception hosted by San Antonio PD Assistant Chief Harry Griffin (Ret.), who serves as a Trustee for the SA Fire & Police Pension Fund, and by San Diego Sheriffs’ Captain Skip Murphy (Ret.), who serves as a Trustee for the SD County ERS. The Reception held the night before the conference, Tuesday, January 8th, is open to all Conference attendees and guests.


Thoughtful companies and likeminded individuals, who believe in caring for the family, whose spouse made the ultimate sacrifice in protecting our lives, fund the Primary Mission of the Foundation.


The Foundation will also hold a silent auction at the Conference with a wide range of items for everyone, so help support the departments and families of fallen officers killed in the line-of-duty. Do not forget to bid!


*A Donation to the Badge of Honor Memorial Foundation is Encouraged.


Exhibitor Setup


Registration/Information Desk Opens


All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges.


Closed Door Pre-Conference Workshop and Luncheon
(Investors ONLY)


Part 1: Navigating the Current Private Equity Market

Presented by

Daryl Brown, Director and Portfolio Manager, DuPont Capital Management

Part 2: Public Equities: Making Sense of Valuations and Volatility

Presented by

Lode Devlaminck, Managing Director and Senior Global Equity Portfolio Manager, DuPont Capital Management


Chairman Welcoming Remarks

Russ Kamp, Senior Consultant, Alan Biller and Associates


State of the US Retirement System and the Macro Outlook: What are the Challenges Pensions are Facing and What Do Pensions Need to Do Moving Forward?


  • DB plans need to be protected. What can we do differently to insure that they will be available to the next generation of workers?
  • Unfunded liabilities have grown despite strong markets for bonds and equities. Why?
  • Do you know what your promise (liabilities) looks like?
  • Should the ROA or a plan’s liabilities drive asset allocation?
  • Should plans with stronger funded ratios get more or less aggressive?
  • What is happening on Capitol Hill? Is it affecting your plan?

Russ Kamp, Senior Consultant, Alan Biller and Associates


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

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

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


China’s Consumption Story: The A-Share Opportunity

Tom Harvey, Senior Equity Specialist, Aberdeen Standard Investments


State of the Equity Market

Maneesh Deshpande, Managing Director, Barclays PLC


Networking Refreshment Break


Keynote Presentation

Combat Zone to C-Suite: A Brigadier’s Path

Blaine D. Holt, Brig Gen (ret), USAF, Chief Operating Officer, Braidy Industries


Opportunities in the Fixed Income Marketplace for Pension Investments


  • In looking at the current landscape for Fixed Income, what do you see as the greatest opportunity or threat? What should a plan sponsor do to take advantage of this insight?
  • What is the role of traditional fixed income in a DB plan?
  • Where are the opportunities in the next 24 months?
  • Will we potentially face a liquidity crunch from markets such as HY, Preferreds, Converts, bank loans, CDOs, etc.
  • Will interest rates rise in the US and abroad? If yes, how dramatically?
  • Will investing in TIPS finally make sense?

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


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

Mark Eisner, Chairman, Daytona Beach Police and Fire Pension Fund

Sean McShea, Executive Vice President, Sage Advisory Services


Risk Management: Key Considerations and Tools


  • Overview of the Transformation from an Asset Allocation-Centered Process to a More Comprehensive Risk Allocation-Based Process
  • Using technology to monitor your portfolio and manage risk
  • Top Pension Risks we should be Most Wary of
  • Risk Parity
  • Tail Risk Hedging
  • Risk – do you adjust depending on how well funded the plan?
  • Drawdown Risk
  • Transparency and Liquidity Risk – Basing it on a Cost/Benefit Evaluation
  • What’s the Best Approach to Liquidity Risk as it applies to Meeting Future Cash Flow Obligations?
  • Leverage Risk – what are the Best Approaches to keep these Risks within Acceptable Parameters?
  • Derisking the liability of side of the balance sheet
  • Managing political risks

Guy Pinkman, Trustee, Lincoln (NE) Fire & Police Retirement System


Thomas Forma, Senior Vice President - Senior Institutional Consultant, The Forma Group - Morgan Stanley

Derek Dobson, CEO and Plan Manager, CAAT Pension Plan (Colleges of Applied Arts and Technology Pension Plan)

James Perry, Head of Institutional Investor Solutions, Maples Fund Services


Investment Officers’ Roundtable: A Conversation with Pension CEOs, CIOs and Executive Directors


This panel will consist of investment officers and executive directors from highly respected institutions. The panelists will discuss the investment strategies and industry sectors that they expect will drive their investments in the years to come, as well as a series of key issues facing plan sponsors in the current investment environment.

  • Is there a Good Way to Hedge your Longevity Risk?
  • What’s your Opinion on the Sustainability of the Stock Market? Thoughts on Central Banks Monetary Policy, Tapering and Balance Sheet Reduction?
  • Are there any Strategies you like that provide a Low or Non-Correlation to Traditional Investments that can Provide Outsized Returns during Periods of Market Stress?
  • What Strategies does your Fund utilize that will Protect against Interest Rate Risk and Duration Risk?
  • Are you Positioning for a Reflationary Regime or Hedging Against the Risk of Further Deflation and why?
  • What De-Risking Strategies or Risk Management Approaches has your Fund Integrated into the Investment Decision Process?
  • Does LDI or Risk Parity Make Sense Now Considering Current and Future Market Conditions?
  • Do you Incorporate Multi-Asset Investing and do you believe it can Limit Downside Risk?
  • Do you believe Hedge Fund Strategies will provide a Cushion for the next Market Downturn? How do you use them to Reduce Risk?
  • Have you Trended Towards a Passive Equity Allocation? When Volatility Rises, do you Believe Active Managers will Outperform?
  • What do you feel is the proper Emerging Markets Allocation and are there any Regional or Frontier Strategies that interest you?
  • Have you made Long-Term Cash Flow Investments through Partnerships and Co-Investment Structures?
  • Do you Believe the Impact of Regulation has Created a Reduction in Market Liquidity? Has it Impacted your Fund or Decisions? Will there be Sufficient Liquidity in the System to Cope with Conditions of Market Stress?
  • What Changes or Trends have you noticed in Fee Structures/Terms and your Bargaining Power?
  • How to Respond to Legislative Demands for more Transparency on Profit Sharing/Carried Interest
  • Do You and Your Investment Departments have the Authority to be a Dynamic, Tactical and Active Investor In Response to Extreme Economic Conditions?
  • Any Important Lessons Learned that you can Share from your Individual Plan Experiences?

Jay Stoffel, Executive Director, Minnesota Teachers Retirement Association


Blair Richards, CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds

Paul Matson, Executive Director, Arizona State Retirement System

Robert Grden, Executive Director, Wayne County Employees Retirement System


Cocktail Reception

Sponsored by:
DuPont Capital Management


Breakfast in Exhibit Hall


Chairman Welcoming Remarks

Russ Kamp, Senior Consultant, Alan Biller and Associates


Equity Investing Strategies and Their Role in Today’s Pension Portfolio


  • In looking at the current landscape for US and International Equities, what do you see as the greatest opportunity or threat? What should a plan sponsor do to take advantage of this insight?
  • Does it make sense to invest by geographies or globally?
  • Equity markets continuously move through cycles, such as growth/value, large /small, etc. What style(s) do you see leading the way forward?
  • Factors (smart beta) used to be sources of alpha and now they are betas, do they have a role in a diversified equity portfolio, and if so, who should be responsible for their implementation?
  • Are there opportunities to use ETFs within a diversified institutional portfolio?
  • Active versus Passive
  • If plan sponsors are skittish about using active managers because of recent underperformance, why not use performance-based fees instead of paying a manager full freight w/o a promise of delivery?

Harry Griffin, Trustee, San Antonio (TX) Fire & Police Pension Fund


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

Kent Chan, Investment Specialist, Capital Group/American Funds


Real Estate Markets and Your Pension System: What Should You be Looking for


  • In looking at the current landscape for Real Estate, what do you see as the greatest opportunity or threat? What should a plan sponsor do to take advantage of this insight?
  • Where are we in the Real Estate Cycle
  • Where can upside potential be found
  • What are the biggest risks
  • U.S. versus non-U.S.
  • Technology and the commercial real estate landscape
  • New administration effect on commercial real estate

Irv Lowenberg, City Treasurer, City of Southfield Fire & Police Retirement System


Peter Palandjian, Chairman & CEO, Intercontinental Real Estate Corporation

David Piasecki, Chief Investment Officer, ElmTree Funds LLC

Steve Hagenbuckle, Founder and Managing Partner, TerraCap Management, LLC

Henry Wilson, MPA, Vice Chairman, Wayne County Employees' Retirement System


Refreshment Break


Investing in Private Debt and Direct Lending (or Opportunities in Credit Investing)


  • In looking at the current landscape for Private Debt, what do you see as the greatest opportunity or threat? What should a plan sponsor do to take advantage of this insight?
  • Investment opportunities across the credit spectrum – BDCs, CLOs, Private Credit Funds, Mezz Funds, Broader Strategies
  • Trends in the credit market
    • Regulated Banks, Non-Regulated Arrangers, Direct Lenders
    • Credit quality – structures, covenants, “Adjusted” EBITDA
    • Supply and Demand
  • Risk Adjusted Returns for Credit vs PE, Mezz, Public Markets
  • Macro Outlook
    • The broader economy – Impact on credit
    • The Credit Cycle – Where are we now?
    • Expected impact from Tax Reform & Interest Deductibility
    • Fat-tailed world – What are the current worries?

Kathleen Barchick, Senior Managing Director, Cliffwater


Bill Thatcher, Portfolio Manager, Arizona Public Safety Personnel Retirement System

John Morabito, Managing Director, Portfolio Manager, EntrustPermal

Casey Wolf, Chief Investment Officer, Texas County & District Retirement System


Demographics: From Fixing Acute Problems To Managing Chronic Challenges

Kris Kowal, Managing Director, Head of Fixed Income, DuPont Capital Management


Gold as a Strategic Tool to Address the Challenges Pension Funds Face

Juan Carlos Artigas, Director, Investment Research, World Gold Council


Networking Luncheon


Keynote Presentation

Why the FBI Can’t Stop Cybercrime and How You Can
A retired FBI agent and security expert uses real life examples of the latest hacks, security breaches and computer scams to demonstrate how cybercrime occurs and what countermeasures we can take to combat the innovations of criminals. This non-technical presentation will provide proven approaches to recognize and prevent the latest cybercrimes.

Jeff Lanza, Retired FBI Agent, The Lanza Group


Opportunities, Strategies, Risks and Rewards for Investing in Real Assets


  • Assets: How do real assets fit into a pension fund’s portfolio?
  • Risks involved
  • Infrastructure
  • Oil and Gas investing
  • Natural Resources – Energy, Water, Timber
  • Gold
  • Direct vs. indirect investments
  • Impact of oil prices and outlook for the year to come

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


Benjie Tarbutton, VP Investor relations, The Forestland Group

Braden Cielocha, CFA, Director and Investment Analyst – Energy, Tortoise

Matthew Mark, Director, US Asset Owners, World Gold Council

Mike Scott, Managing Director, Pelican Energy Partners


Extracting Alpha with Private Equity and Venture Capital


  • In looking at the current landscape for Private Markets, what do you see as the greatest opportunity or threat? What should a plan sponsor do to take advantage of this insight?
  • There seems to be a lot of money chasing opportunities within private equity, how does this impact returns for these vintage years?
  • Is bigger better or can you make money with smaller firms/asset bases?
  • Do you need a robust IPO market to capture private equity returns?
  • Are there opportunities in sectors outside of technology? If yes, provide examples.
  • Do fund of funds make sense anymore?

Shawn Quinn, Vice President, Wilshire Private Markets


Tracy Harris, Partner and Head of ESG, StepStone Group

Steve Cowan, Managing Director, 57 Stars, LLC

Daryl Brown, Portfolio Manager, DuPont Capital Management


Networking Refreshment Break


Opportunistic Alternative and Niche Strategies – Diversification in a Late Market Cycle Environment


  • Defining today’s niche strategies and how niche can become mainstream
  • Investing early to build relationships for successor funds
  • Finding scalable niche and emerging opportunities
  • Seed and acceleration economics
  • Underwriting newer firms, additional diligence steps: terms, team, track record, infrastructure
  • Crypto Currencies
  • Blockchain
  • Cannabis / Hemp
  • Disruptive Technology
  • Artificial Intelligence

Edward Hoffman, CFA, CRM, Managing Director, Senior Consultant, Verus Investments


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

Rahul Idnani, Global Chief Operating Officer & US Head of Portfolio Management, Nuveen Real Estate


Role of Treasurers in Pensions


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


Michael Fitzgerald, State Treasurer, State of Iowa

Mark Swenson, Deputy Treasurer, Arizona State Treasurer's Office

Michael Frerichs, State Treasurer, State of Illinois


Cocktail Reception

Sponsored by: World Gold Council


Breakfast in Exhibit Hall


Chairman Welcoming Remarks

Russ Kamp, Senior Consultant, Alan Biller and Associates


The Importance of Proper Manager Selection in your Asset Allocation and Portfolio Construction Strategies


  • Do you use the same approach for every asset class?
  • What Irregularities have we seen in Portfolios as Asset Classes are Redrawn and Renamed via Risk Allocation? Are we still too Over-Reliant on Equities?
  • Due diligence and attribution
  • Consideration of fees
  • How can considering Diversification and Risk Independently help Investors Build More Efficient Portfolios?
  • Prognosis for markets, near and longer-term.
  • Targeted asset allocation strategies moving forward
  • Active vs. Passive Management
  • Performance and Benchmarking
  • Present value of future liabilities at market interest rate rather than made up / assumed rate. How that affects measured funded level and consequent asset allocation decision
  • How to measure success
  • Consultants role in finding the right manager

John Agenbroad, Chairman, Inter-Local Pension Fund


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

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


Learning from Actuaries: Actuarial Science and Your Pension Plan


  • How do actuaries decide on whether return and inflation assumptions are reasonable?
  • What horizon should be used for investment return forecasts when setting the return assumption? Short-term (0-5 yrs), mid-term (10-20 yrs) or long-term (30+ yrs)
  • What is the difference between the geometric expected mean and the arithmetic expected mean? Which is more appropriate for annual actuarial valuations?
  • Which comes first: Return assumption or asset allocation?
  • What can actuaries bring to the table on enterprise risk management?
  • How will the new Actuarial Standard of Practice (No. 51) regarding risk disclosure affect public plan actuarial valuations?
  • How does the current low inflation forecasts affect our expected return and salary increase assumptions?
  • Generational mortality vs. static mortality tables
  • Withdrawal liability
  • Entry Age Normal – As a funding method
  • What is the Pension Objective?
  • Is the ROA a calculated number based on the funded status?
  • If the plan earns the ROA, will it be fully funded?
  • Since Assets and liabilities both use the ROA as the projected growth rate wouldn’t projected contributions grow at the
  • ROA rate too?
  • Should projected benefits be reduced by contributions in calculating the Funded Ratio?
  • If interest rates go UP as a trend… would that enhance the Funded Ratio?

John Girard, Trustee, Boca Raton Police and Firefighters’ Retirement System


Ronald Ryan, CEO, Founder, Ryan ALM, Inc.

Peter Gerlings, CFA, CAIA, Senior Vice President, Implemented Investment Consulting, Segal Marco Advisors

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

Jeff Weiler, Executive Director, Fairfax County Retirement Systems


Non-Investment Challenges: 20+ Questions Facing Pension Plans and How to Handle Them


  • What is a significant administrative challenge with managing Plan membership?
    • Specifically: New Members/ Beneficiary Designations/ Contact Information/
    • Breaks in Service/ Re-employment of Retirees/ Closed Plan Issues/
    • Changes in Departments/Bargaining Units
  • How does your Plan service Retiree Payroll Issues – Direct Deposit?
  • How does your Plan manage member and retiree “Life Changes” (e.g., Death, Divorce)?
  • How does your Plan administer earnings limitations/offsets on disability pensions?
  • What is the best way to provide information to your members (e.g. newsletters, webpage)?
  • How do Plans treat the taxation of pension benefits?
  • What types of retirement/financial planning sessions do Plans conduct for members?
  • How do Plans protect the confidentiality of records?
  • How do your various benefit plans (defined contribution plans, defined benefit plans, deferred compensation plans, health care plans, etc.) interact with respect to administration, investments, benefit coordination, etc.?
  • What have Plans experienced with respect to psychiatric disabilities?
  • Do many Plans have fiduciary liability insurance policies and who provides coverage?
  • What types of audits do Plans conduct? Purpose? Scope? Frequency?
  • What types of service credit purchases do Plans allow and how is it administered (cost, verification of prior employment, etc.)?
  • Are there any computer programs or other technology which administrators find essential?
  • How do Plans deal with retirees returning to employment?
  • What problems have Plans experienced with disability re-exams?
  • How do Plans handle tax levies, garnishments, income withholding orders, etc?
  • What are the best methods of monitoring retiree data (beneficiary, address, death, etc.)?
  • What experiences do Plans have on recouping overpayments to
  • Has anyone had any problems with trustee elections?
  • Balancing the Pension Board vs Union Board relationship

Robert Grden, Executive Director, Wayne County Employees Retirement System


Daniel Miller, Deputy Executive Director, Board of Education Retirement System of the City of New York

David McConico, Chairman, City of Aurora (CO) General Employees' Retirement Plan

Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund

Darryl Mabini, Senior Director, Growth & Stakeholder Relations, HOOPP | Healthcare of Ontario Pension Plan

Lou Walter, Board Member, Seattle City Employees' Retirement System


Practical Tools to Improve Governance, Fiduciary Responsibility and Avoid Conflicts


  • Db plan vs DC plan Responsivities
  • Restrictions on food & drink and disclosure requirements
  • Importance of process as a fiduciary
  • Fundamental expectations for board meetings
  • Importance of investment beliefs; facilitating board members to a shared set of beliefs
  • Governance & Decision making “dashboards”: focus board on highest order tasks and decisions
  • Risk Management approaches & frameworks
  • Avoiding conflicts of interest (real & perceived): approaches?
  • Board composition: “portfolio of viewpoints”, continuity vs. new perspectives
  • Governance scorecards/benchmarking
  • Freedom of Information
  • Open Meetings statutes
  • What is a Fiduciary and how do you monitor your board/committee?
  • How often do you review the investment policy statement (IPS)?
  • Do you regularly review your assets versus the plan’s liabilities (the promise)?
  • Do you have a de-risking strategy in place?
  • How do you monitor potential conflicts of interest?
  • Education is paramount. How often do you provide educational opportunities for your board?

Lily Cavanagh, Treasurer, Redford Township Police & Firemens Retirement System


Darryl Walker, Board Trustee, Alameda County Employees Retirement Association

Tom Herek, County Commissioner, Bay County Employee's Ret. System, Bay County (MI)

Greg Knoll, Executive Director, Illinois Professional Firefighters Association


Conference Concludes


Golf Outing

Sponsored By: DuPont Capital Management

Omni Scottsdale Resort & Spa at Montelucia
4949 East Lincoln Drive, Scottsdale, AZ 85253, USA

Rooms Rates
Standard Rate (Deluxe Resort View) $319
Government Rate* (Deluxe Resort View) $295
*Government Rooms are subject to approval. All prices exclusive of state and local taxes, fees and assessments, currently 13.17%. The resort fee at the hotel has been waived. The resort requires a one-time $10.00 round trip porterage service charge per room for bell staff services that will be posted to individual’s folio.

• 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.


The hotel is currently sold-out on the night of January 8th. We are still accepting reservations for the conference nights but if you need a hotel on the 8th, we suggest the following nearby hotels:


JW Marriott Scottsdale Camelback Inn Resort & Spa
5402 E Lincoln Dr.
Scottsdale, AZ 85253
3 minutes from conference hotel


The Phoenician, a Luxury Collection Resort, Scottsdale
6000 E Camelback Rd.
Scottsdale, AZ 85251
10 minutes from conference hotel


Mountain Shadows
5445 E Lincoln Dr.
Scottsdale, AZ 85253
3 minutes from conference hotel

Registration Pricing

Earlybird Rate I (exp Aug 31, 2018 Earlybird Rate II (exp Sept 31, 2018 Earlybird Rate III (exp Nov 15, 2018 Standard Rate
Managers/Service Providers $2,295 $2,495 $2,695 $2,895
Pension/Union Trustee, Administrator, Director or Officer/ Non-Discretionary Consultants*** ---- ---- ---- 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.

Why the FBI Can't Stop Cybercrime and How You Can

A retired FBI agent and security expert uses real life examples of the latest hacks, security breaches and computer scams to demonstrate how cybercrime occurs and what countermeasures we can take to combat the innovations of criminals. This non-technical presentation will provide proven approaches to recognize and prevent the latest cybercrimes.

Presented by

Jeff Lanza, Retired FBI Agent, The Lanza Group


Presented by

Blaine D. Holt, Brig Gen (ret), USAF, Chief Operating Officer, Braidy Industries

    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.*

    Investment training = 14 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
  • 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