Public Funds Summit East 2019
Newport Marriott, Newport, RI
July 22, 2019 - July 24, 2019
Opal Financial 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 millennium. Concerns of funding liabilities for beneficiaries in a world of declining returns yet maintaining a balance between the risk/reward paradigms is 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 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. 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 Summit provides a unique environment in which members of the public sector can exchange ideas and learn from other delegates, money managers and consultants. Opal will kick off the event with its Annual Regatta Cup, in which attendees will have the opportunity to work with a professional sailing charter crew while competing against industry peers.
CONFERENCE FORMAT
This conference will exclusively feature dialogue driven panel discussions led by consultants and pension funds/plan sponsors. Power Point presentations are prohibited during the sessions but may be made available on our mobile app. Please send in PDF or PowerPoint format if you would like to have presentation included on App. Only Standalone Speakers will be allowed to use PowerPoints, but cannot pitch products or advertise anything with their firms.
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GIFT TO SUPPORT PWP
100% of contest fees go directly to charity, and nothing is used for our own operations. We often get inquiries from individuals who would like to support our organization. Portfolios with Purpose is a 501(c)(3) organization and your donations are tax deductible. Simply click on the link to donate directly to PwP. We appreciate your support.
To request our current agenda, participant list and sponsors
Speaker List Current as of May 24, 2019
| Keynote Speakers |
John Felker, Director, National Cybersecurity and Communications Integration Center, Department of Homeland Security Chester Spatt, Pamela R. and Kenneth B. Dunn Professor of Finance, Carnegie Mellon University Anthony Scaramucci, Founder & Co-Managing Partner, Skybridge Capital, LLC |
| Speakers |
Bob Williamson, Vice President, Battea - Class Action Services, LLC Steve Hagenbuckle, Founder and Managing Partner, TerraCap Management, LLC James Perry, Head of Institutional Investor Solutions, Maples Group John Agenbroad, Chairman, Inter-Local Pension Fund Juan Carlos Artigas, Director, Investment Research, World Gold Council Will Buividas, Chairman, Arizona Public Safety Personnel Retirement System (PSPRS) Lily Cavanagh, Treasurer, Redford Township Police & Firemens Retirement System Dean Crombie, Trustee, New Hampshire Municipal Retirement System Cian Desmond, AVP, Wilshire Alternatives Research, Wilshire Associates Incorporated Gary Draghi, Chief Investment Officer, Hartford Municipal Employees' Retirement System Mark Eisner, Chairman, Daytona Beach Police and Fire Pension Fund Michael Fitzgerald, State Treasurer, State of Iowa Gerry Fleury, Executive Director, Manchester Employees' Contributory Retirement System Adam Frankel, Trustee, City of Delray Beach General Employees Retirement Fund Jack Frost, Trustee, West Palm Beach (FL) Police Pension Fund Peter Gerlings, CFA, CAIA, Senior Vice President, Head of Private Equity Research, Segal Marco Advisors Leonard Gilroy, Senior Managing Director, Pension Integrity Project, Reason Foundation Max Giolitti, Chief Risk Officer, Verus Investments John Girard, Trustee, Boca Raton Police and Firefighters’ Retirement System Robert Grden, Executive Director, Wayne County Employees Retirement System Harry Griffin, Trustee, San Antonio (TX) Fire & Police Pension Fund Richard Hampton, Jr., President, Louisiana Trustee Education Council (LATEC) Brad Heinrichs, President/CEO, Foster & Foster, Inc. Tom Herek, County Commissioner, Bay County Employee's Ret. System, Bay County (MI) Jeff Johnson, Trustee, Municipal Employees’ Annuity and Benefit Fund of Chicago Mark Johnson, Senior Managing Director, Cliffwater Russ Kamp, Managing Senior Consultant, Alan Biller and Associates Greg Knoll, Executive Director, Illinois Professional Firefighters Association Mark Kordonsky, Principal, Sageview Advisory Group Matthew Lay, Trustee, Oklahoma Firefighters Pension & Retirement System Curtis Loftis, Jr., State Treasurer, State of South Carolina Darryl Mabini, Senior Director, Growth & Stakeholder Relations, HOOPP | Healthcare of Ontario Pension Plan Matthew Mark, Director US Asset Owners/Distribution, World Gold Council Daniel Miller, Deputy Executive Director, Board of Education Retirement System of the City of New York Eileen Neill, CFA, Managing Director, Senior Consultant, Verus Investments Eric Newman CPA, CGMA, Treasury Manager, City of Stamford (Conn) Kevin Nichols, CAIA, CIMA, Senior Investment Management Consultant & Vice President, The Forma Group – Morgan Stanley Consulting Group & Institutional Services Marcia Peters, CIO, Portfolio Evaluations Nadine Pfeifer, Consultant, Chartwell Consulting Guy Pinkman, Trustee, Lincoln (NE) Fire & Police Retirement System Shawn Quinn, Managing Director, Wilshire Private Markets Blair Richards, CEO, Halifax Port ILA/HEA Pension Plan and Trust Funds Jim Rizzo, Senior Consultant & Actuary, Gabriel, Roeder, Smith & Company Ronald Ryan, CEO, Founder, Ryan ALM, Inc. Daniel Ryan, Project Coordinator, Illinois Public Pension Fund Association (IPPFA) Michael Salice, Director of Research, Sky Harbor Capital Management, LLC Adam Schenck, Principal, Managing Director, Head of Fund Services, Milliman Don Shannon, Director, StepStone Group Jim Smith, Trustee, San Antonio (TX) Fire & Police Pension Fund Alec Stais, Chief Investment Officer, Employees' Retirement System of Rhode Island Suzanne Taylor, Chairperson, Old Saybrook Retirement Board Darryl Walker, Board Trustee, Alameda County Employees Retirement Association Doug Watler, Trustee, Deltona Firefighters Pension Plan Joe Yiu, CIO, ElmTree Funds John Morabito, Managing Director, Portfolio Manager, EntrustPermal Ed Burton, Trustee, Virginia Pension Reform Commission |
25 America's Cup Avenue, Newport, Rhode Island 02840 USA" data-x="41.49043773215085" data-y="-71.31831966385573">
25 America's Cup Avenue, Newport, Rhode Island 02840 USA
| Rooms | Rates |
|---|---|
| King | $359 |
| Double beds | $359 |
• 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
| Earlybird Rate I (exp 2/15/19) | Earlybird Rate II (exp 5/15/19) | Standard Rate | |
|---|---|---|---|
| Managers/Service Providers | $2,495 | $2,695 | $2,895 |
| 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.
- 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
