Public Funds Summit 2023

Omni Scottsdale Resort & Spa at Montelucia, Scottsdale, AZ
January 12, 2023 - January 13, 2023

46 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.

To request our current agenda, participant list and sponsors


Current as of January 5, 2022

10:30am

Exhibit Set Up / Registration / Information Desk Opens

1:20pm

Welcoming Remarks

1:25pm

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

Moderator

Jim Schnorf, Investment Committee, Eastern Illinois University Foundation

Panelists

Jonathan Ward, Founder, Atlas Organization; Author China's Vision of Victory

Robert Michel, Chief Investment Officer, Glen Eagle Advisors

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

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

2:20pm

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

Moderator

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

Panelists

Russ Kamp, Managing Director, Ryan ALM, Inc.

Todd Morris, Portfolio Manager & Analyst, Polen Capital Management

Scott Whalen, Executive Managing Director | Senior Consultant, Verus

3:00pm

Keynote Presentation: Why the FBI Can’t Stop Cybercrime and How You Can

Presented by

Jeff Lanza, Retired FBI Agent, The Lanza Group

3:25pm

Networking Refreshment Break

 

Sponsored by: Applied Real Intelligence “A.R.I.”

3:50pm

Opportunities in Credit Lending: Private Debt and Direct Lending

Moderator

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

Panelists

Zack Ellison, Managing General Partner, Applied Real Intelligence “A.R.I.”

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

4:30pm

Portfolio Risk Management: What Are You Ignoring?

Moderator

Steve Swanson, Executive Director, Park Employees' Annuity & Benefit Fund of Chicago

Panelists

Robert Michel, Chief Investment Officer, Glen Eagle Advisors

Sarah Benatar, Coconino County Treasurer, Coconino County

5:10pm

LP Roundtable: A Conversation with Pension CEOs, CIOs, Executive Directors & State Treasurers

Moderator

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

Panelists

Scott McCarty, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS)

Michael Viteri, Chief Investment Officer, Arizona State Retirement System

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

6:00pm

Networking Cocktail Hour

7:15pm

NCAA College Football National Championship Viewing Party

Sponsored by:

Levi & Korsinsky LLP

Rastegar Property

9:00am

Registration / Information Desk Opens

9:00am

Networking Breakfast

10:05am

Welcoming Remarks

10:10am

Best Practices for Securities Litigation & Portfolio Monitoring for Public Pensions

Moderator

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

Panelists

Adam Savett, Director of Communications & Institutional Research, Levi & Korsinsky LLP / CORE Monitoring Systems LLC

Robert Grden, Executive Director, Wayne County Employees Retirement System

Mario Alba, Partner, Robbins Geller Rudman & Dowd LLP

10:50am

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

Moderator

Kurt Vroman, Chairman, Deltona Firefighters Pension Plan

Panelists

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

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

11:30am

Keynote Presentation: The Future of Diversity, Equity, and Inclusion: A Winning Strategy

Presented by

Sarah Hammer, Managing Director, Initiative on Diversity & Inclusion, The Wharton School

12:00pm

Networking Luncheon

1:20pm

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

Moderator

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

Panelists

Howard M. Hodel, CFA, Deputy Chief Investment Officer, Employees’ Retirement System of the State of Hawaii

Misha Malyshev, CEO, Teza Capital Management

Jim Schnorf, Investment Committee, Eastern Illinois University Foundation

2:10pm

Driving Growth with Private Equity and Venture Capital: Deal Structures + Opportunities

Moderator

Donald Kendig, CPA, Retirement Administrator, Fresno County Employees' Retirement Association

Panelists

Bill Thatcher, CFA, CAIA Portfolio Manager, AZ Public Safety Personnel Retirement System

Joe Merrill, Partner, Sputnik ATX

3:00pm

Networking Refreshment Break

 

Sponsored by: Sputnik ATX

3:20pm

Integrating ESG Investment Strategies Across Asset Classes

Moderator

Darryl Walker, Trustee, Alameda County Employees Retirement Association

Panelists

Samuel Boyd, Chief Investment Officer, Office of Investment and Innovation | SBA

Guy Hopgood, Director, bfinance US

Scott Whalen, Executive Managing Director | Senior Consultant, Verus

4:00pm

Institutional Education: Digital Assets and Investing in the Blockchain

Moderator

Doug Watler, Trustee, Broward Firefighters Health Trust

Panelists

Oliver Wriedt, President & Head of Capital Markets, 10X Capital Venture Acquisition II Corporation

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

Oksana Malysheva, Managing Partner, Sputnik ATX

4:45pm

Networking Cocktail Reception

8:30am

Networking Breakfast

9:30am

Breakfast with Consultants

Moderator

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

Panelists

Guy Hopgood, Director, bfinance US

10:00am

Learning from Actuaries: Actuarial Science and Your Pension Plan

Moderator

Greg Knoll, Executive Director, Illinois Professional Firefighters Association

Panelists

Eric Atwater, Partner, Aon Hewitt

Donald Kendig, CPA, Retirement Administrator, Fresno County Employees' Retirement Association

10:30am

Non-Investment Challenges: 5+ Questions Facing Pension Plans and How to Handle Them

Moderator

Robert Grden, Executive Director, Wayne County Employees Retirement System

Panelists

Mark Meyers, Trustee, Dearborn Heights Police & Fire Retirement System

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

Doug Watler, Trustee, Broward Firefighters Health Trust

11:10am

Practical Tools to Improve Governance, Fiduciary Responsibility & Avoid Conflicts

Moderator

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

Panelists

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

11:50am

Closing Remarks

12:30pm

Golf Tournament

Padre Course – JW Marriott Camelback Golf Club

*Limited Availability and Preregistration Required*

5star
Omni Scottsdale Resort & Spa at Montelucia
4949 E Lincoln Dr, Scottsdale, AZ 85253


Room Rate
Resort View $369
Rates are exclusive of a daily $25 Resort fee per room / per night & 13.17% tax. Cancelation policy may be found at: https://opalgroup.net/policies/

Registration Pricing

Early Bird Rate
(exp. 12/9/22)
Standard Rate
Managers/Service Providers $2,195 $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.

  • 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