Public Funds Summit 2020

Omni Scottsdale Resort & Spa at Montelucia, Scottsdale, AZ
January 6, 2020 - January 8, 2020

31 days left

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


Current as of December 6, 2019

Speakers

Jeffrey Johnson, Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago

Oliver Fratzscher, Chief Executive Officer, EM Leaders LLC

Darryl Walker, Trustee, Alameda County Employees Retirement Association

Heidi Learner, Chief Economist, Savills

Don Stracke, Consultant, NEPC, LLC

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

Ryan Myers, Quantitative Senior Research Analyst and Strategist, Causeway Capital Management LLC

TBA, Capital Group

Maya Saxena, Attorney & Co-Founder, Saxena White

Patrick Carroll, Chief Executive Officer, Carroll Organization

Doug Watler, Trustee, Broward Firefighters Health Trust

Ruben Navarro, Commissioner, Los Angeles Fire & Police Pension System

Chase Rankin, Executive Director, Oklahoma Firefighters Pension & Retirement System

Robert Levin, Managing Director, Emerging Star Capital, LLC

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

Max Giolitti, Chief Risk Officer, Verus Investments

Kevin Nichols, CAIA, CIMA, Senior Investment Management Consultant & Vice President, The Centre Harbour Group – Morgan Stanley Consulting Group & Institutional Services

Wes Mathews, Director - Portfolio Solutions, Milliman

Steven Swanson, Executive Director, Chicago Firemen's Annuity & Benefit Fund

Michael Fitzgerald, State Treasurer, State of Iowa

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

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

Keynote Speakers

KEYNOTE PRESENTATION

 

Better Managing The Most Hidden Asset In An Institutional Portfolio

Brian Bartow, General Counsel, California State Teachers' Retirement System (CalSTRS)

Irwin Schwartz, President, Managing Member, Dividex Management, LLC

Speakers

Kurt Vroman, Chairman of the Pension Board, Deltona Firefighters Pension Plan

Jamie Gnall, Vice President, Alternatives Research and Advisory, Wilshire Consulting

Don Shannon, Director, StepStone Group

Tom Latzke, Consultant, VP, Marquette Associates

Peter Palandjian, Chairman & CEO, Intercontinental Real Estate Corporation

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

Ian Selig, Manager Investor Relations, Safehold

TBA, Elmtree Funds

TBA, DuPont Capital Management

TBA, World Gold Council

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

Anthony Calhoun, Executive Director, Baltimore Fire & Police Employees' Retirement System

Kathleen Barchick, Senior Managing Director, Cliffwater

Thomas Wiese, Senior Managing Director-Institutional Solutions, Lombard International

TBA, HarbourVest Partners, LLC

Dean Crombie, Trustee, New Hampshire Municipal Retirement System

Shawn Quinn, Managing Director, Wilshire Private Markets

Eric Thunem, Managing Director, Portfolio Advisors

Russ Kamp, Managing Director, Ryan ALM, Inc.

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

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

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

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

Art Alfaro, Executive Director, TEXPERS

Speakers

Joseph Matthews, CFA, Alternative Investments Director, First Vice President, Senior Investment Management Consultant – Financial Advisor, Morgan Stanley Consulting Group & Institutional Services

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

Richard Todd, Chief Executive Officer, Innovest Portfolio Solutions

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

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

Shelley Johnson, Consulting Actuary, Foster & Foster, Inc.

Robert Grden, Executive Director, Wayne County Employees Retirement System

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

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

Thomas Beyna, President, Chair of Investment, Trustee, Policemen’s Annuity and Benefit Fund of Chicago

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

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

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

Suzanne Taylor, Chairperson, Old Saybrook (CT) Retirement System

Francesco Simone, Trustee, Wayne County Employees Retirement System

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

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

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

1star
Omni Scottsdale Resort & Spa at Montelucia
4949 East Lincoln Drive, Scottsdale, AZ 85253, USA


Rooms Rates
Standard Room $269
Government Rate $245
*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.

Registration Pricing

Standard Rate
Managers/Service Providers $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.

Better Managing The Most Hidden Asset In An Institutional Portfolio

Presented by

Brian Bartow, General Counsel, California State Teachers' Retirement System (CalSTRS)

Better Managing The Most Hidden Asset In An Institutional Portfolio

Presented by

Irwin Schwartz, President, Managing Member, Dividex Management, LLC

  • Global Macroeconomic Outlook
  • Comparing Fixed Income and Equity Market Allocation Strategies
  • Indexing & ETFs for Institutional Investors
  • Portfolio Risk Management
  • LP Roundtable
  • Multi-Strategy Asset Allocation
  • 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
  • UNIQUE CONFERENCE FORMAT
    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.*

  • 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

  • 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